# INNOVATOR ETFS TRUST (BALT)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BALT/

- Reporting holders: 13
- Reported value: $58.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Kure Advisory, LLC](https://holderbook.com/funds/1986795-kure-advisory-llc/) | $26.9M | 768,852 | 12.4% | 7 |
| [Dominguez Wealth Management Solutions, Inc.](https://holderbook.com/funds/1881335-dominguez-wealth-management-solutions-inc/) | $9.7M | 278,181 | 5.4% | 16 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $7.9M | 224,735 | 0.1% | 7 |
| [Financial Designs Corp](https://holderbook.com/funds/1561383-financial-designs-corp/) | $4.4M | 125,064 | 2.3% | 12 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $3.6M | 103,085 | 0.2% | 10 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $1.4M | 39,995 | 0.0% | 12 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $1.4M | 38,706 | 0.1% | 4 |
| [JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/2122180-journey-retirement-planning-investment-management-llc/) | $1.1M | 32,825 | 0.8% | 4 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $619.6K | 17,729 | 0.2% | 5 |
| [City Center Advisors, LLC](https://holderbook.com/funds/2030341-city-center-advisors-llc/) | $449.9K | 12,872 | 0.3% | 3 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $262.8K | 7,520 | 0.2% | 4 |
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $236.1K | 6,757 | 0.1% | 3 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $77.6K | 2,220 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 13 | $58.0M |
| Q2 2026 | 298 | $1.9B |
| Q1 2026 | 277 | $1.5B |
| Q4 2025 | 262 | $1.5B |
| Q3 2025 | 224 | $1.2B |
| Q2 2025 | 198 | $1.0B |
| Q1 2025 | 192 | $935.6M |
| Q4 2024 | 151 | $659.3M |
| Q3 2024 | 129 | $547.8M |
| Q2 2024 | 121 | $397.8M |
| Q1 2024 | 103 | $395.4M |
| Q4 2023 | 93 | $511.0M |