Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / DEFINED WLT SHLD
-
Number of holders
-
195
-
Total 13F shares, excl. options
-
31,961,889
-
Shares change
-
+2,841,735
-
Total reported value, excl. options
-
$1,024,932,465
-
Value change
-
+$92,236,351
-
Number of buys
-
120
-
Number of sells
-
-71
-
Price
-
$32.08
Significant Holders of INNOVATOR ETFS TRUST - DEFINED WLT SHLD (BALT) as of Q2 2025
215 filings reported holding BALT - INNOVATOR ETFS TRUST - DEFINED WLT SHLD as of Q2 2025.
INNOVATOR ETFS TRUST - DEFINED WLT SHLD (BALT) has 195 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 31,961,889 shares
.
Largest 10 shareholders include Wealthquest Corp (3,153,269 shares), OSAIC HOLDINGS, INC. (2,306,222 shares), ENVESTNET ASSET MANAGEMENT INC (1,717,555 shares), RAYMOND JAMES FINANCIAL INC (1,690,579 shares), COMMONWEALTH EQUITY SERVICES, LLC (1,084,063 shares), Cetera Investment Advisers (1,072,378 shares), Orion Porfolio Solutions, LLC (841,791 shares), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors (823,628 shares), Crown Wealth Group, LLC (764,336 shares), and Kure Advisory, LLC (705,499 shares).
This table shows the top 195 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.