BALT Institutional Ownership
Innovator Defined Wealth Shield ETF
1W: -0.1%
1M: +0.7%
3M: +1.8%
YTD: +4.3%
1Y: +6.5%
3Y: +25.7%
5Y: +35.5%
$34.99
+0.07 (+0.20%)
Weekly Expected Move ±0.5%
$35
$35
$35
$35
$35
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BALT
318
Institutional Holders
+17 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
43
New Positions
142
Increased
100
Reduced
20
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (337 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 2,758,023 | $97M | +215,467 | +8.5% | 7Q | SEC ↗ |
| 2 | OSAIC HOLDINGS, INC. | 2,713,137 | $95M | +249,756 | +10.1% | 20Q | SEC ↗ |
| 3 | Wealthquest Corp | 2,542,279 | $89M | -691,439 | -21.4% | 17Q | SEC ↗ |
| 4 | LPL Financial LLC | 2,392,686 | $84M | +1,575,023 | +192.6% | 11Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 1,939,719 | $68M | -3,401 | -0.2% | 18Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 1,770,275 | $62M | +177,911 | +11.2% | 19Q | SEC ↗ |
| 7 | Kingsview Wealth Management, LLC | 1,385,648 | $48M | +229,937 | +19.9% | 20Q | SEC ↗ |
| 8 | Foundations Investment Advisors, LLC | 1,382,990 | $48M | -16,857 | -1.2% | 11Q | SEC ↗ |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 1,236,763 | $43M | +291,686 | +30.9% | 19Q | SEC ↗ |
| 10 | Reliant Wealth Planning | 1,037,015 | $36M | +31,667 | +3.1% | 5Q | SEC ↗ |
| 11 | Brookstone Capital Management | 1,005,902 | $35M | +90,346 | +9.9% | 17Q | SEC ↗ |
| 12 | Crown Wealth Group, LLC | 978,870 | $34M | +41,911 | +4.5% | 16Q | SEC ↗ |
| 13 | Compass Advisory Group LLC | 910,105 | $32M | +50,682 | +5.9% | 19Q | SEC ↗ |
| 14 | LEE JOHNSON CAPITAL MANAGEMENT, LLC | 897,952 | $31M | -505,007 | -36.0% | 4Q | SEC ↗ |
| 15 | PTM WEALTH MANAGEMENT, LLC | 853,198 | $30M | +66,038 | +8.4% | 6Q | SEC ↗ |
| 16 | MTM FINANCIAL GROUP, LLC | 788,610 | $28M | +1,002 | +0.1% | 18Q | SEC ↗ |
| 17 | CWM, LLC | 745,815 | $26M | -41,445 | -5.3% | 8Q | SEC ↗ |
| 18 | Kure Advisory, LLC | 741,316 | $26M | +30,269 | +4.3% | 6Q | SEC ↗ |
| 19 | NewEdge Advisors, LLC | 716,670 | $25M | +214,836 | +42.8% | 10Q | SEC ↗ |
| 20 | Clear Creek Financial Management, LLC | 669,133 | $23M | +56,027 | +9.1% | 6Q | SEC ↗ |
| 21 | AXXCESS WEALTH MANAGEMENT, LLC | 651,904 | $23M | +203,606 | +45.4% | 3Q | SEC ↗ |
| 22 | CENTAURUS FINANCIAL, INC. | 620,618 | $22M | +137,371 | +28.4% | 14Q | SEC ↗ |
| 23 | PERSONAL CFO SOLUTIONS, LLC | 563,980 | $20M | +13,702 | +2.5% | 2Q | SEC ↗ |
| 24 | Visionary Wealth Advisors | 552,027 | $19M | +43,403 | +8.5% | 18Q | SEC ↗ |
| 25 | Wealthcare Advisory Partners LLC | 525,929 | $18M | +210,276 | +66.6% | 15Q | SEC ↗ |
| 26 | NBZ Investment Advisors LLC | 490,105 | $17M | -217 | -0.0% | 7Q | SEC ↗ |
| 27 | Glen Eagle Advisors, LLC | 474,726 | $17M | +64,052 | +15.6% | 8Q | SEC ↗ |
| 28 | Sunbelt Securities, Inc. | 467,920 | $16M | +10,233 | +2.2% | 18Q | SEC ↗ |
| 29 | CRA Financial Services, LLC | 455,717 | $16M | +2,405 | +0.5% | 15Q | SEC ↗ |
| 30 | Marshall Financial Group, LLC NEW | 444,697 | $16M | — | +0.0% | 1Q | SEC ↗ |
| 31 | AE Wealth Management LLC | 427,273 | $15M | -166,901 | -28.1% | 7Q | SEC ↗ |
| 32 | Bellars Harris Wealth Management, LLC NEW | 426,335 | $15M | — | +0.0% | 1Q | SEC ↗ |
| 33 | HARBOUR INVESTMENTS, INC. | 423,609 | $15M | -6,708 | -1.6% | 17Q | SEC ↗ |
| 34 | Strategic Blueprint, LLC | 396,460 | $14M | +35,472 | +9.8% | 10Q | SEC ↗ |
| 35 | Orion Porfolio Solutions, LLC | 380,663 | $13M | +27,973 | +7.9% | 9Q | SEC ↗ |
| 36 | Stratos Wealth Advisors, LLC | 350,216 | $12M | +1,700 | +0.5% | 18Q | SEC ↗ |
| 37 | ATX Financial Planning, LLC | 349,729 | $12M | +39,873 | +12.9% | 3Q | SEC ↗ |
| 38 | Prasad Wealth Partners, LLC | 347,970 | $12M | +303,848 | +688.7% | 7Q | SEC ↗ |
| 39 | World Investment Advisors | 334,371 | $12M | -14,260 | -4.1% | 15Q | SEC ↗ |
| 40 | Archer Investment Corp | 328,877 | $12M | +20,337 | +6.6% | 4Q | SEC ↗ |
| 41 | Kestra Advisory Services, LLC | 324,994 | $11M | +747 | +0.2% | 20Q | SEC ↗ |
| 42 | CENTRAL VALLEY ADVISORS, LLC | 313,952 | $11M | -2,001 | -0.6% | 7Q | SEC ↗ |
| 43 | LAUREL OAK WEALTH MANAGEMENT, LLC | 303,972 | $11M | +82,574 | +37.3% | 3Q | SEC ↗ |
| 44 | CreativeOne Wealth, LLC | 302,452 | $11M | +149,335 | +97.5% | 5Q | SEC ↗ |
| 45 | Mutual Advisors, LLC | 297,538 | $10M | +47,485 | +19.0% | 9Q | SEC ↗ |
| 46 | OneDigital Investment Advisors LLC | 292,992 | $10M | +31,392 | +12.0% | 15Q | SEC ↗ |
| 47 | Long Island Wealth Management, Inc. | 285,262 | $10M | +43,850 | +18.2% | 11Q | SEC ↗ |
| 48 | Ausdal Financial Partners, Inc. | 278,800 | $10M | +32,655 | +13.3% | 9Q | SEC ↗ |
| 49 | WOODARD & CO ASSET MANAGEMENT GROUP IN | 276,044 | $10M | -8,976 | -3.1% | 9Q | SEC ↗ |
| 50 | Ankerstar Wealth, LLC NEW | 272,566 | $10M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Marshall Financial Group, LLC | 444,697 | $16M |
| Bellars Harris Wealth Management, L | 426,335 | $15M |
| Ankerstar Wealth, LLC | 272,566 | $10M |
| Carter Financial Group, INC. | 241,453 | $8M |
| Rochester Wealth Strategies, LLC | 219,349 | $8M |
| ARQ WEALTH ADVISORS, LLC | 199,224 | $7M |
| RHL GROUP, LLC | 154,203 | $5M |
| Gladstone Institutional Advisory LL | 95,898 | $3M |
| BIP Wealth, LLC | 73,144 | $3M |
| IMA Advisory Services, Inc. | 44,300 | $2M |
| Stratos Wealth Partners, LTD. | 38,075 | $1M |
| Diversify Advisory Services, LLC | 37,891 | $1M |
| Global Retirement Partners, LLC | 35,197 | $1M |
| VIMA LLC | 35,149 | $1M |
| Simplicity Wealth,LLC | 29,449 | $1M |
| Somerset Trust Co | 26,043 | $911K |
| Coordinated Financial Services, Inc | 24,159 | $845K |
| Caliber Wealth Management, LLC / KS | 22,958 | $803K |
| Ameritas Advisory Services, LLC | 17,423 | $610K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 14,739 | $516K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CPC Advisors, LLC | 384,454 | $13M |
| JANE STREET GROUP, LLC | 256,318 | $9M |
| Reyes Financial Architecture, Inc. | 180,835 | $6M |
| Archford Capital Strategies, LLC | 120,031 | $4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 95,530 | $3M |
| Dogwood Wealth Management LLC | 41,679 | $1M |
| Composition Wealth, LLC | 39,646 | $1M |
| Snowden Capital Advisors LLC | 37,085 | $1M |
| GOLDMAN SACHS GROUP INC | 37,046 | $1M |
| SWMG, LLC | 24,945 | $873K |
| Arete Wealth Advisors, LLC | 21,083 | $738K |
| CacheTech Inc. | 19,915 | $697K |
| Keystone Wealth Services, LLC | 18,519 | $648K |
| Insight Wealth Partners, LLC | 14,433 | $505K |
| Bellwether Advisors, LLC | 10,155 | $355K |
| AMERIPRISE FINANCIAL INC | 10,064 | $352K |
| XY Planning Network, Inc. | 9,920 | $347K |
| ZACKS INVESTMENT MANAGEMENT | 7,847 | $275K |
| Oak Harvest Investment Services | 7,675 | $269K |
| Lionsbridge Wealth Management LLC | 7,285 | $255K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +1,575,023 | +192.6% | 2,392,686 |
| Prasad Wealth Partners, LLC | +303,848 | +688.7% | 347,970 |
| COMMONWEALTH EQUITY SERVICES, LLC | +291,686 | +30.9% | 1,236,763 |
| OSAIC HOLDINGS, INC. | +249,756 | +10.1% | 2,713,137 |
| Kingsview Wealth Management, LLC | +229,937 | +19.9% | 1,385,648 |
| RAYMOND JAMES FINANCIAL INC | +215,467 | +8.5% | 2,758,023 |
| NewEdge Advisors, LLC | +214,836 | +42.8% | 716,670 |
| Wealthcare Advisory Partners LLC | +210,276 | +66.6% | 525,929 |
| AXXCESS WEALTH MANAGEMENT, LLC | +203,606 | +45.4% | 651,904 |
| Cetera Investment Advisers | +177,911 | +11.2% | 1,770,275 |
| Arax Advisory Partners | +177,144 | +2250.6% | 185,015 |
| CreativeOne Wealth, LLC | +149,335 | +97.5% | 302,452 |
| Jacobi Capital Management LLC | +142,413 | +229.1% | 204,568 |
| CENTAURUS FINANCIAL, INC. | +137,371 | +28.4% | 620,618 |
| Brookstone Capital Management | +90,346 | +9.9% | 1,005,902 |
| Triad Wealth Partners, LLC | +88,638 | +62.2% | 231,224 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | +82,574 | +37.3% | 303,972 |
| PTM WEALTH MANAGEMENT, LLC | +66,038 | +8.4% | 853,198 |
| Csenge Advisory Group | +64,595 | +630.2% | 74,845 |
| Glen Eagle Advisors, LLC | +64,052 | +15.6% | 474,726 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Wealthquest Corp | -691,439 | -21.4% | 2,542,279 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | -505,007 | -36.0% | 897,952 |
| CoreCap Advisors, LLC | -375,411 | -88.6% | 48,384 |
| Soltis Investment Advisors LLC | -195,535 | -82.1% | 42,766 |
| AE Wealth Management LLC | -166,901 | -28.1% | 427,273 |
| Triton Financial Group Inc | -92,097 | -46.7% | 105,274 |
| MML INVESTORS SERVICES, LLC | -76,697 | -28.8% | 189,254 |
| Sovran Advisors, LLC | -75,002 | -26.9% | 203,553 |
| Sigma Planning Corp | -45,414 | -19.5% | 187,215 |
| Whipplewood Advisors, LLC | -44,471 | -31.2% | 98,097 |
| Private Advisor Group, LLC | -42,619 | -82.0% | 9,354 |
| CWM, LLC | -41,445 | -5.3% | 745,815 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | -39,360 | -51.0% | 37,891 |
| NEW WAVE WEALTH ADVISORS LLC | -27,157 | -21.8% | 97,133 |
| Cannon Advisors, Inc. | -25,977 | -37.7% | 42,879 |
| Foundations Investment Advisors, LL | -16,857 | -1.2% | 1,382,990 |
| INTEGRITY ALLIANCE, LLC. | -14,897 | -34.9% | 27,777 |
| World Investment Advisors | -14,260 | -4.1% | 334,371 |
| Patriot Financial Group Insurance A | -11,897 | -48.1% | 12,841 |
| RED REEF ADVISORS LLC | -11,740 | -29.0% | 28,709 |