Innovator Defined Wealth Shield ETF (BALT) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for BALT. 13F holdings as of 2026-06-30.
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.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Raymond James Financial | 2,758,023 | $95M | INCREASED |
| Osaic Holdings | 2,713,137 | $93M | INCREASED |
| Wealthquest | 2,542,279 | $87M | DECREASED |
| Lpl Financial | 2,392,686 | $82M | INCREASED |
| Envestnet Asset Management | 1,939,719 | $66M | DECREASED |
Full institutional holdings, insider history, and congressional trades for Innovator Defined Wealth Shield ETF on SentiSense.