INN DEFINED WEALTH SHIELD BALT
$34.28
+0.0% 52w: $32.03 – $34.28
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data32.0333.1634.28
Jun 20, 2025 Jul 2, 2026
Institutional holders
278
+16 QoQ
13F value
$1.65B
+8.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BALT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Wealthquest Corp | Wealth advisor | 5.6M | $187.4M | 6.9% | +136.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.5M | $85.1M | 0.0% | +27.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 2.5M | $82.4M | 0.1% | +0.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.9M | $65.0M | 0.0% | +74.4% |
| Cetera Investment Advisers | Wealth advisor | 1.6M | $53.3M | 0.1% | +4.1% |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | Wealth advisor | 1.4M | $47.0M | 16.8% | +70.7% |
| Foundations Investment Advisors, LLC | Wealth advisor | 1.4M | $46.8M | 0.6% | +14.1% |
| Kingsview Wealth Management, LLC | Wealth advisor | 1.2M | $38.7M | 0.5% | +14.7% |
| Reliant Wealth Planning | Wealth advisor | 1.0M | $33.6M | 10.2% | +2.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 945.1K | $31.6M | 0.0% | -14.6% |
| Crown Wealth Group, LLC | Wealth advisor | 937.0K | $31.4M | 9.2% | -1.2% |
| Brookstone Capital Management | Wealth advisor | 915.6K | $30.6M | 0.4% | -0.1% |
| Compass Advisory Group LLC | Wealth advisor | 859.4K | $28.8M | 7.7% | +6.5% |
| LPL Financial LLC | Bank broker | 817.7K | $27.4M | 0.0% | +97.5% |
| PTM WEALTH MANAGEMENT, LLC | Wealth advisor | 787.2K | $26.4M | 14.0% | +117.8% |
| MTM FINANCIAL GROUP, LLC | Wealth advisor | 787.6K | $26.4M | 12.4% | +1.2% |
| CWM, LLC | Wealth advisor | 745.8K | $25.0M | 0.1% | -5.3% |
| Kure Advisory, LLC | Wealth advisor | 711.0K | $23.8M | 13.0% | +3.3% |
| Clear Creek Financial Management, LLC | Wealth advisor | 613.1K | $20.5M | 1.6% | +1.2% |
| AE Wealth Management LLC | Wealth advisor | 594.2K | $19.9M | 0.1% | -13.7% |
| PERSONAL CFO SOLUTIONS, LLC | Other | 550.3K | $18.4M | 2.6% | New |
| Visionary Wealth Advisors | Wealth advisor | 508.6K | $17.0M | 0.8% | +36.5% |
| NewEdge Advisors, LLC | Diversified mechanical | 501.8K | $16.8M | 0.1% | -16.4% |
| NBZ Investment Advisors LLC | Wealth advisor | 490.3K | $16.4M | 7.2% | +0.4% |
| CENTAURUS FINANCIAL, INC. | Wealth advisor | 483.2K | $16.2M | 0.8% | -5.0% |
| Sunbelt Securities, Inc. | Diversified mechanical | 467.9K | $15.7M | 1.0% | +2.2% |
| CRA Financial Services, LLC | Wealth advisor | 453.3K | $15.2M | 2.0% | +6.2% |
| AXXCESS WEALTH MANAGEMENT, LLC | Wealth advisor | 448.3K | $15.0M | 0.5% | +157.8% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 430.3K | $14.4M | 0.2% | -6.9% |
| CoreCap Advisors, LLC | Wealth advisor | 423.8K | $14.2M | 0.5% | +218.9% |
| Glen Eagle Advisors, LLC | Wealth advisor | 410.7K | $13.7M | 1.9% | +9.2% |
| Strategic Blueprint, LLC | Wealth advisor | 361.0K | $12.1M | 0.7% | +4.2% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 352.7K | $11.8M | 0.1% | -65.1% |
| World Investment Advisors | Wealth advisor | 348.6K | $11.7M | 0.2% | +4.1% |
| Stratos Wealth Advisors, LLC | Wealth advisor | 348.5K | $11.7M | 0.7% | +3.5% |
| Kestra Advisory Services, LLC | Wealth advisor | 324.2K | $10.9M | 0.0% | +2.8% |
| CENTRAL VALLEY ADVISORS, LLC | Wealth advisor | 316.0K | $10.6M | 2.9% | -0.8% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 315.7K | $10.6M | 0.2% | -36.8% |
| ATX Financial Planning, LLC | Wealth advisor | 309.9K | $10.4M | 7.9% | +14.2% |
| Archer Investment Corp | Wealth advisor | 308.5K | $10.3M | 2.2% | +34.9% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | Wealth advisor | 285.0K | $9.5M | 1.5% | -0.6% |
| Sovran Advisors, LLC | Wealth advisor | 278.6K | $9.5M | 0.7% | +9.4% |
| Dominguez Wealth Management Solutions, Inc. | Wealth advisor | 273.7K | $9.2M | 5.6% | +7.1% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 266.0K | $8.9M | 0.0% | -13.8% |
| OneDigital Investment Advisors LLC | Wealth advisor | 261.6K | $8.8M | 0.1% | +11.6% |
| Mutual Advisors, LLC | Wealth advisor | 250.1K | $8.4M | 0.2% | -12.0% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 246.1K | $8.2M | 0.4% | +81.7% |
| Long Island Wealth Management, Inc. | Wealth advisor | 241.4K | $8.1M | 3.7% | -1.7% |
| Soltis Investment Advisors LLC | Other | 238.3K | $8.0M | 0.5% | +599.0% |
| Sigma Planning Corp | Wealth advisor | 232.6K | $7.8M | 0.2% | -12.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
Explore related
Top funds holding BALT