We are live on ! Find out more
BALT icon

Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
W
1
Wealthquest
Ohio
$96.8M +$31.8M +1,021,486 +50%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$50M -$4.15M -133,070 -8%
Osaic Holdings
3
Osaic Holdings
Arizona
$41.8M -$316K -10,145 -0.8%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$34.9M +$1.52M +48,731 +5%
Raymond James Financial
5
Raymond James Financial
Florida
$25M +$24.8M +794,745 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$24.1M +$5.27M +169,004 +28%
MFG
7
MTM Financial Group
Pennsylvania
$21.4M +$601K +19,293 +3%
CAG
8
Compass Advisory Group
New York
$20.6M +$19M +608,418 +1,309%
PCA
9
Prosperity Capital Advisors
Ohio
$20.2M +$3.35M +107,630 +20%
CWG
10
Crown Wealth Group
North Carolina
$20M +$534K +17,123 +3%
BCM
11
Brookstone Capital Management
Illinois
$18.8M -$820K -26,314 -4%
GI
12
Gradient Investments
Minnesota
$17.2M +$17.1M +548,162 New
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$13.6M +$821K +26,339 +6%
SS
14
Sunbelt Securities
Texas
$13.3M +$1.22M +39,259 +10%
CF
15
Centaurus Financial
California
$12.8M +$1.25M +40,166 +11%
NIA
16
NBZ Investment Advisors
Tennessee
$12.4M +$12.3M +395,268 New
KAS
17
Kestra Advisory Services
Texas
$10M +$1.28M +41,026 +15%
CVA
18
Central Valley Advisors
California
$9.16M +$9.08M +291,413 New
CFS
19
CRA Financial Services
New Jersey
$8.03M +$604K +19,375 +8%
MA
20
Mutual Advisors
Nebraska
$7.72M +$2.43K +78 +0%
AWS
21
Atria Wealth Solutions
New York
$7.15M +$1.92M +61,447 +37%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$6.88M +$2.61M +83,687 +62%
SA
23
Sovran Advisors
California
$6.87M +$6.81M +218,454 New
SB
24
Strategic Blueprint
Georgia
$6.77M +$6.06M +194,428 +919%
DWMS
25
Dominguez Wealth Management Solutions
Virginia
$6.39M +$33.9K +1,088 +0.5%