Innovator Defined Wealth Shield ETF (BALT)
ETF ยท Cboe BZX
Innovator Defined Wealth Shield ETF (BALT) is an exchange-traded fund listed on Cboe BZX, where it has traded since June 30, 2021.
- Type
- Exchange-traded fund
- Listed On
- Cboe BZX
- Listed Since
- June 30, 2021
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 297 institutions reported holding BALT, with 51.2 million shares worth $1.8 billion in aggregate. The largest reported holder was Raymond James Financial, with 2.8 million shares worth $94.5 million. Of the 5 largest holders listed below, 3 added shares and 2 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Raymond James Financial | 2,758,023 | $95M | Added 8.47% |
| Osaic Holdings | 2,713,137 | $93M | Added 10.14% |
| Wealthquest | 2,542,279 | $87M | Reduced 21.38% |
| Lpl Financial | 2,392,686 | $82M | Added 192.62% |
| Envestnet Asset Management | 1,939,719 | $66M | Reduced 0.18% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is BALT?
Innovator Defined Wealth Shield ETF (BALT) is an exchange-traded fund listed on Cboe BZX, where it has traded since June 30, 2021.
Who are the largest institutional holders of BALT?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of BALT were Raymond James Financial, Osaic Holdings and Wealthquest.
How many institutions own BALT?
297 institutions reported a position in BALT for the quarter ended June 30, 2026, worth $1.8 billion in total.
Did institutions buy or sell BALT last quarter?
Of the 5 largest reported holders, 3 added shares and 2 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for BALT.
Every reported institutional holder, plus insider and congressional trades in BALT, on SentiSense.