INNOVATOR ETFS TRUST (BALT) is held by 42 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is RAYMOND JAMES FINANCIAL INC as of Q1 2026.

Are institutions buying or selling BALT?

In Q1 2026, 25 institutions opened or increased positions in INNOVATOR ETFS TRUST while 22 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on BALT?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for INNOVATOR ETFS TRUST.

How many hedge funds hold BALT?

42 institutional investors report holding INNOVATOR ETFS TRUST (BALT) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into BALT?

As of Q1 2026, tracked institutions in INNOVATOR ETFS TRUST show 25 buyers versus 22 sellers — net inflows.

INNOVATOR ETFS TRUST

BALT·45783Y855·US·ETF·Unknown - Unknown

Holders

Avg rating(16 Elite)

$492.3M

Total Value

53% (49)

Fund Consensus

25 buying - 22 selling

No verdict yet — fewer than 2 funds hold BALT.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
RAYMOND JAMES FINANCIAL INC	Increased	2.5M(+27.1%)	$85.1M	0.0%	+7.15%	37
OSAIC HOLDINGS, INC.	Increased	2.5M(+0.9%)	$82.4M	0.1%	+14.70%	36
ENVESTNET ASSET MANAGEMENT INC	Increased	1.9M(+74.4%)	$65M	0.0%	+13.23%	44
Cetera Investment Advisers	Increased	1.6M(+4.2%)	$53.3M	0.1%	+10.20%	31
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	945,077(-14.6%)	$31.6M	0.0%	+15.74%	0
LPL Financial LLC	Increased	817,663(+97.5%)	$27.4M	0.0%	+4.47%	46
AE Wealth Management LLC	Decreased	594,174(-13.7%)	$19.9M	0.1%	+6.67%	0
NewEdge Advisors, LLC	Decreased	501,834(-16.4%)	$16.8M	0.1%	+2.97%	0
AXXCESS WEALTH MANAGEMENT, LLC	Increased	448,298(+157.8%)	$15M	0.5%	+2.32%	54
OPOrion Porfolio Solutions, LLC	Decreased	352,690(-65.1%)	$11.8M	0.1%	+8.16%	0
Kestra Advisory Services, LLC	Increased	324,247(+2.8%)	$10.9M	0.0%	+15.14%	29
MML INVESTORS SERVICES, LLC	Decreased	265,951(-13.8%)	$8.9M	0.0%	+9.08%	0
OneDigital Investment Advisors LLC	Increased	261,600(+11.6%)	$8.8M	0.1%	+5.26%	31
Farther Finance Advisors, LLC	Increased	215,085(+1.6%)	$7.2M	0.1%	+5.88%	28
TRUIST FINANCIAL CORP	Decreased	159,198(-1.8%)	$5.3M	0.0%	+7.44%	0
Rockefeller Capital Management L.P.	Increased	149,669(+99.3%)	$5M	0.0%	+2.44%	43
Steward Partners Investment Advisory, LLC	Decreased	118,153(-2.8%)	$4M	0.0%	+8.25%	0
Aptus Capital Advisors, LLC	Decreased	118,076(-49.3%)	$4M	0.0%	+2.81%	0
Beacon Pointe Advisors, LLC	Increased	113,977(+80.3%)	$3.8M	0.0%	+9.91%	41
DAVENPORT & Co LLC	Decreased	109,961(-2.4%)	$3.7M	0.0%	+6.58%	0