Innovator Etfs Trust (BALT) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Innovator Etfs Trust (BALT) following the 2026 Q2 hedge fund 13F filings?

As of today, BALT has moved +0.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.9% for the SPY sector ETF — an outperformance of +2.0%. Since the quarter end (June 30, 2026), BALT gained +1.5% vs +25.2% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Innovator Etfs Trust (BALT)

294 + Investors. Track Smart Money conviction in BALT. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — BALT

Based on 298 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added BALT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

298 hedge funds hold BALT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +51% more funds vs a year ago

fund count last 6Q

+101 new funds entered over the past year (+51% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 64% buying

185 buying104 selling

Last quarter: 185 funds were net buyers (46 opened a brand new position + 139 added to an existing one). Only 104 were sellers (80 trimmed + 24 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~46 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 39 → 56 → 48 → 46. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 31% long-term, 32% new

■ 31% conviction (2yr+) ■ 37% medium ■ 32% new

Of the 298 current holders: 92 (31%) held >2 years, 111 held 1–2 years, and 95 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

➡️

Steady discovery — ~46 new funds/quarter

31 → 39 → 56 → 48 → 46 new funds/Q

New funds entering each quarter: 39 → 56 → 48 → 46. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 31% veterans, 45% new entrants

■ 31% veterans ■ 24% 1-2yr ■ 45% new

Of 298 current holders: 93 (31%) held 2+ years, 72 held 1–2 years, 133 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds

7 of 297 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.4

out of 10

Moderate Exit Risk

Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	294	276	6.52%
13F Shares	50M	45M	8.95%
Total Value	$1.69B	$1.52B	11.38%
New Positions	45	48	-3
Increased Positions	137	124	+13
Closed Positions	26	30	-4
Reduced Positions	80	72	+8
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

294

276

6.52%

13F Shares

50M

45M

8.95%

Total Value

$1.69B

$1.52B

11.38%

New Positions

-3

Increased Positions

137

124

+13

Closed Positions

-4

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

294 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BALT. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 BALT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Ptm Wealth Management, LLC	13.19%	853,198	$29.3M
2	Kure Advisory, LLC	12.04%	741,316	$25.4M
3	Mtm Financial Group, LLC	11.58%	788,610	$27.0M
4	Reliant Wealth Planning	9.77%	1,037,015	$35.5M
5	Lee Johnson Capital Management, LLC	9.62%	897,952	$30.8M
6	Crown Wealth Group, LLC	8.54%	978,870	$33.5M
7	ATX Financial Planning, LLC	7.93%	349,729	$12.0M
8	Ankerstar Wealth, LLC	7.83%	272,566	$9.3M
9	Compass Advisory Group LLC	7.41%	910,105	$31.2M
10	NBZ Investment Advisors LLC	6.55%	490,105	$16.8M
11	Wealthquest Corp	5.50%	2,542,279	$87.1M
12	Dominguez Wealth Management Solutions, Inc.	5.15%	272,564	$9.3M
13	Rhl Group, LLC	4.36%	154,203	$5.2M
14	Carter Financial Group, INC.	4.29%	241,453	$8.3M
15	Rochester Wealth Strategies, LLC	4.16%	219,349	$7.5M
16	Long Island Wealth Management, Inc.	4.04%	285,262	$9.8M
17	PlanVest Financial, Inc	3.22%	140,591	$4.8M
18	Winnacle Wealth LLC	3.08%	131,994	$4.5M
19	Bellars Harris Wealth Management, LLC	2.97%	426,335	$14.6M
20	Holos Integrated Wealth LLC	2.94%	183,682	$6.3M
21	Prasad Wealth Partners, LLC	2.87%	347,970	$11.9M
22	Personal Cfo Solutions, LLC	2.79%	563,980	$19.3M
23	Central Valley Advisors, LLC	2.76%	313,952	$10.8M
24	Code Waechter LLC	2.71%	152,786	$5.2M
25	NewCorp Financial Services, Inc.	2.41%	91,974	$3.2M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Innovator Etfs Trust (BALT)

What does the Smart Money Trend signal show for BALT?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added BALT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BALT?

More buyers than sellers — 64% buying: Last quarter: 185 funds were net buyers (46 opened a brand new position + 139 added to an existing one). Only 104 were sellers (80 trimmed + 24 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BALT holders?

Smaller funds dominant — 9% AUM from top-100: 7 of 297 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BALT?

Mixed — 31% long-term, 32% new: Of the 298 current holders: 92 (31%) held >2 years, 111 held 1–2 years, and 95 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Innovator Etfs Trust (BALT) following the 2026 Q2 hedge fund 13F filings?

As of today, BALT has moved +0.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.9% for the SPY sector ETF — an outperformance of +2.0%. Since the quarter end (June 30, 2026), BALT has gained +1.5% vs +25.2% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Innovator Etfs Trust (BALT)

Smart Money Signals — BALT

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +51% more funds vs a year ago

More buyers than sellers — 64% buying

Steady new buyers — ~46 new funds per quarter

Mixed — 31% long-term, 32% new

Steady discovery — ~46 new funds/quarter

Mixed cohorts — 31% veterans, 45% new entrants

Smaller funds dominant — 9% AUM from top-100

Institutional Sentiment Summary — BALT

Hedge Fund Ownership: BALT

Market Analysis: BALT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BALT

Is It Too Late to Buy Innovator Etfs Trust (BALT) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: BALT

Statistics: BALT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Innovator Etfs Trust (BALT)

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