Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / DEFINED WLT SHLD
-
Total 13F shares
-
29,434,206
-
Share change
-
+8,409,947
-
Total reported value
-
$923,257,320
-
Price per share
-
$31.38
-
Number of holders
-
190
-
Value change
-
+$263,898,884
-
Number of buys
-
145
-
Number of sells
-
30
Institutional Holders of INNOVATOR ETFS TRUST - DEFINED WLT SHLD (BALT) as of Q1 2025
As of 31 Mar 2025,
INNOVATOR ETFS TRUST - DEFINED WLT SHLD (BALT) was held by
190 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
29,434,206 shares.
The largest 10 holders included
Wealthquest Corp, RAYMOND JAMES FINANCIAL INC, ENVESTNET ASSET MANAGEMENT INC, OSAIC HOLDINGS, INC., COMMONWEALTH EQUITY SERVICES, LLC, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, Crown Wealth Group, LLC, Cetera Investment Advisers, Compass Advisory Group LLC, and Brookstone Capital Management.
This page lists
191
institutional shareholders reporting positions in this security
for the Q1 2025 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.