Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / DEFINED WLT SHLD
-
Number of holders
-
71
-
Total 13F shares, excl. options
-
8,978,347
-
Shares change
-
+529,384
-
Total reported value, excl. options
-
$250,372,905
-
Value change
-
+$14,834,604
-
Number of buys
-
43
-
Number of sells
-
-32
-
Price
-
$27.89
Significant Holders of INNOVATOR ETFS TRUST - DEFINED WLT SHLD (BALT) as of Q2 2023
80 filings reported holding BALT - INNOVATOR ETFS TRUST - DEFINED WLT SHLD as of Q2 2023.
INNOVATOR ETFS TRUST - DEFINED WLT SHLD (BALT) has 71 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8,978,347 shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (1,758,910 shares), OSAIC HOLDINGS, INC. (1,122,639 shares), Brookstone Capital Management (650,004 shares), Crown Wealth Group, LLC (336,315 shares), Sigma Planning Corp (290,663 shares), Sunbelt Securities, Inc. (285,053 shares), PERSONAL CFO SOLUTIONS, LLC (284,451 shares), CENTAURUS FINANCIAL, INC. (261,843 shares), Wealthcare Advisory Partners LLC (252,698 shares), and COMMONWEALTH EQUITY SERVICES, LLC (248,825 shares).
This table shows the top 71 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.