Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / DEFINED WLT SHLD
-
Number of holders
-
21
-
Total 13F shares, excl. options
-
1,361,664
-
Shares change
-
+874,213
-
Total reported value, excl. options
-
$35,291,881
-
Value change
-
+$22,655,772
-
Number of buys
-
15
-
Number of sells
-
-2
-
Price
-
$25.93
Significant Holders of INNOVATOR ETFS TRUST - DEFINED WLT SHLD (BALT) as of Q4 2021
23 filings reported holding BALT - INNOVATOR ETFS TRUST - DEFINED WLT SHLD as of Q4 2021.
INNOVATOR ETFS TRUST - DEFINED WLT SHLD (BALT) has 21 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,361,664 shares
.
Largest 10 shareholders include Arlington Capital Management, Inc. (318,091 shares), Bouchey Financial Group Ltd (278,834 shares), Pillar Wealth Advisors, LLC (223,733 shares), Sunbelt Securities, Inc. (160,463 shares), INTEGRAL INVESTMENT ADVISORS, INC. (81,815 shares), Kestra Advisory Services, LLC (80,687 shares), Kingsview Wealth Management, LLC (29,932 shares), ADVISOR GROUP HOLDINGS, INC. (27,238 shares), HighTower Advisors, LLC (27,068 shares), and BCS Wealth Management (22,235 shares).
This table shows the top 21 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.