Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / DEFINED WLT SHLD
-
Total 13F shares
-
20,808,249
-
Share change
-
+2,089,740
-
Total reported value
-
$653,337,046
-
Price per share
-
$31.42
-
Number of holders
-
150
-
Value change
-
+$65,946,115
-
Number of buys
-
94
-
Number of sells
-
37
Institutional Holders of INNOVATOR ETFS TRUST - DEFINED WLT SHLD (BALT) as of Q4 2024
As of 31 Dec 2024,
INNOVATOR ETFS TRUST - DEFINED WLT SHLD (BALT) was held by
150 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
20,808,249 shares.
The largest 10 holders included
Wealthquest Corp, ENVESTNET ASSET MANAGEMENT INC, OSAIC HOLDINGS, INC., COMMONWEALTH EQUITY SERVICES, LLC, RAYMOND JAMES FINANCIAL INC, Cetera Investment Advisers, Compass Advisory Group LLC, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, Crown Wealth Group, LLC, and Brookstone Capital Management.
This page lists
151
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| 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.