INNOVATOR DEFINED WEALTH SHIELD ETF

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BALT·45783Y855·US·ETF·Unknown - Unknown

BALT (INNOVATOR DEFINED WEALTH SHIELD ETF) is held by 39 institutional investors as of Q2 2026. Largest holders: RAYMOND JAMES FINANCIAL INC ($94.5M), OSAIC HOLDINGS, INC. ($93M), LPL Financial LLC ($82M). Net institutional sentiment: Mixed.

39

Holders

(6 Elite)

$592.8M

Total Value

67% (45)

Consensus

30 buying - 15 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)36

Insider (Form 4)75

Activist (13D/13G)47

Congressional (STOCK Act)60

Holder Quality

50

★★★★★

Elite

44

★★★★

Strong

58

★★★

Solid

16

★★

Below

13

★

Weak

Held by 39 funds

6 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for BALT.

Top Holders

Top Holders (39)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
RAYMOND JAMES FINANCIAL INC	Increased	2.8M(+8.5%)	$94.5M	0.0%	+7.59%	32
OSAIC HOLDINGS, INC.	Increased	2.7M(+10.1%)	$93M	0.1%	+14.29%	39
LPL Financial LLC	Increased	2.4M(+192.6%)	$82M	0.0%	+2.70%	48
ENVESTNET ASSET MANAGEMENT INC	Decreased	1.9M(-0.2%)	$66.5M	0.0%	+14.30%	0
Cetera Investment Advisers	Increased	1.8M(+11.2%)	$60.7M	0.1%	+10.16%	33
COMMONWEALTH EQUITY SERVICES, LLC	Increased	1.2M(+30.9%)	$42.4M	0.1%	+12.76%	37
NewEdge Advisors, LLC	Increased	716,670(+42.8%)	$24.6M	0.1%	+4.58%	38
AXXCESS WEALTH MANAGEMENT, LLC	Increased	651,904(+45.4%)	$22.3M	0.4%	+2.67%	46
AE Wealth Management LLC	Decreased	427,273(-28.1%)	$14.6M	0.1%	+7.67%	0
OPOrion Porfolio Solutions, LLC	Increased	380,663(+7.9%)	$13M	0.1%	+8.56%	30
Kestra Advisory Services, LLC	Increased	324,994(+0.2%)	$11.1M	0.0%	+16.19%	28
OneDigital Investment Advisors LLC	Increased	292,992(+12.0%)	$10M	0.1%	+5.70%	31
Farther Finance Advisors, LLC	Increased	218,927(+1.8%)	$7.5M	0.1%	+6.77%	28
MML INVESTORS SERVICES, LLC	Decreased	189,254(-28.8%)	$6.5M	0.0%	+10.11%	0
TRUIST FINANCIAL CORP	Increased	183,630(+15.3%)	$6.3M	0.0%	+7.45%	31
Rockefeller Capital Management L.P.	Increased	157,663(+5.3%)	$5.4M	0.0%	+3.30%	29
Aptus Capital Advisors, LLC	Increased	149,717(+26.8%)	$5.1M	0.0%	+3.25%	33
Steward Partners Investment Advisory, LLC	Increased	120,638(+2.1%)	$4.1M	0.0%	+9.09%	27
DAVENPORT & Co LLC	Increased	110,583(+0.6%)	$3.8M	0.0%	+7.55%	27
MFMerit Financial Group, LLC	Increased	101,900(+41.2%)	$3.5M	0.0%	+6.95%	35

Showing 1-20 of 45

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BALTINNOVATOR DEFINED WEALTH SHIELD ETF

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer