INN DEFINED WEALTH SHIELD (BALT) Institutional Shareholders
INN DEFINED WEALTH SHIELD (BALT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.56B in BALT holdings during the latest filing period.
Wealthquest Corp is currently the largest disclosed institutional shareholder of BALT tracked by InsiderSet, reporting ownership valued at approximately $87.12M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $87.56M, representing an estimated gain of +0.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 37% of the total disclosed BALT value among the investors covered in this analysis. Major shareholders include Wealthquest Corp, Raymond James Financial Inc, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in INN DEFINED WEALTH SHIELD (BALT).
This page ranks the largest institutional BALT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
279
Total Reported Value
$1.56B
Largest Holder
Wealthquest Corp
Largest Position
$87.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
56
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wealthquest Corp | 5.50% | 2,542,279 | $87,123,901 | $87,556,089 | +$432,188 | +0.50% | |
| Raymond James Financial Inc | 0.03% | 2,542,556 | $85,086,623 | $87,565,629 | +$2,479,006 | +2.91% | |
| Osaic Holdings, Inc. | 0.12% | 2,463,381 | $82,444,222 | $84,838,842 | +$2,394,620 | +2.90% | |
| Envestnet Asset Management Inc | 0.02% | 1,943,120 | $65,026,526 | $66,921,053 | +$1,894,527 | +2.91% | |
| Cetera Investment Advisers | 0.06% | 1,592,364 | $53,288,450 | $54,841,016 | +$1,552,566 | +2.91% | |
| Lee Johnson Capital Management, Llc | 16.83% | 1,402,959 | $46,950,024 | $48,317,908 | +$1,367,884 | +2.91% | |
| Foundations Investment Advisors, Llc | 0.58% | 1,399,847 | $46,845,890 | $48,210,731 | +$1,364,841 | +2.91% | |
| Commonwealth Equity Services, Llc | 0.05% | 1,236,763 | $42,383,860 | $42,594,118 | +$210,258 | +0.50% | |
| Kingsview Wealth Management, Llc | 0.53% | 1,155,711 | $38,675,873 | $39,802,687 | +$1,126,814 | +2.91% | |
| Brookstone Capital Management | 0.35% | 1,005,902 | $34,472,262 | $34,643,265 | +$171,003 | +0.50% | |
| Reliant Wealth Planning | 10.17% | 1,005,348 | $33,643,971 | $34,624,185 | +$980,214 | +2.91% | |
| Crown Wealth Group, Llc | 8.54% | 978,870 | $33,545,858 | $33,712,283 | +$166,425 | +0.50% | |
| Compass Advisory Group Llc | 7.70% | 859,423 | $28,760,591 | $29,598,528 | +$837,937 | +2.91% | |
| Lpl Financial Llc | 0.01% | 817,663 | $27,363,083 | $28,160,314 | +$797,231 | +2.91% | |
| Ptm Wealth Management, Llc | 14.00% | 787,160 | $26,424,961 | $27,109,790 | +$684,829 | +2.59% | |
| Kure Advisory, Llc | 12.04% | 741,316 | $25,404,899 | $25,530,923 | +$126,024 | +0.50% | |
| Cwm, Llc | 0.07% | 745,815 | $24,958,694 | $25,685,869 | +$727,175 | +2.91% | |
| Clear Creek Financial Management, Llc | 1.47% | 669,133 | $22,931,188 | $23,044,941 | +$113,753 | +0.50% | |
| Axxcess Wealth Management, Llc | 0.36% | 651,904 | $22,340,750 | $22,451,574 | +$110,824 | +0.50% | |
| Ae Wealth Management Llc | 0.11% | 594,174 | $19,884,034 | $20,463,353 | +$579,319 | +2.91% | |
| Personal Cfo Solutions, Llc | 2.59% | 550,278 | $18,415,045 | $18,951,574 | +$536,529 | +2.91% | |
| Wealthcare Advisory Partners Llc | 0.34% | 525,929 | $18,023,592 | $18,112,995 | +$89,403 | +0.50% | |
| Visionary Wealth Advisors | 0.75% | 508,624 | $17,021,104 | $17,517,011 | +$495,907 | +2.91% | |
| Nbz Investment Advisors Llc | 7.18% | 490,322 | $16,408,627 | $16,886,690 | +$478,063 | +2.91% | |
| Sunbelt Securities, Inc. | 0.99% | 467,920 | $15,658,950 | $16,115,165 | +$456,215 | +2.91% | |
| Cra Financial Services, Llc | 1.80% | 455,717 | $15,617,417 | $15,694,893 | +$77,476 | +0.50% | |
| Marshall Financial Group, Llc | 2.22% | 444,697 | $15,239,766 | $15,315,365 | +$75,599 | +0.50% | |
| Harbour Investments, Inc. | 0.22% | 430,317 | $14,400,561 | $14,820,117 | +$419,556 | +2.91% | |
| Glen Eagle Advisors, Llc | 1.93% | 410,674 | $13,743,206 | $14,143,613 | +$400,407 | +2.91% | |
| Strategic Blueprint, Llc | 0.68% | 396,460 | $13,586,673 | $13,654,082 | +$67,409 | +0.50% | |
| Prasad Wealth Partners, Llc | 2.87% | 347,970 | $11,924,932 | $11,984,087 | +$59,155 | +0.50% | |
| Orion Porfolio Solutions, Llc | 0.10% | 352,690 | $11,802,773 | $12,146,644 | +$343,871 | +2.91% | |
| World Investment Advisors | 0.19% | 348,631 | $11,666,929 | $12,006,852 | +$339,923 | +2.91% | |
| Stratos Wealth Advisors, Llc | 0.72% | 348,516 | $11,663,091 | $12,002,891 | +$339,800 | +2.91% | |
| Kestra Advisory Services, Llc | 0.04% | 324,994 | $11,137,555 | $11,192,793 | +$55,238 | +0.50% | |
| Central Valley Advisors, Llc | 2.76% | 313,952 | $10,759,131 | $10,812,507 | +$53,376 | +0.50% | |
| Laurel Oak Wealth Management, Llc | 1.52% | 303,972 | $10,417,120 | $10,468,796 | +$51,676 | +0.50% | |
| Atx Financial Planning, Llc | 7.88% | 309,856 | $10,369,331 | $10,671,441 | +$302,110 | +2.91% | |
| Archer Investment Corp | 2.20% | 308,540 | $10,325,290 | $10,626,118 | +$300,828 | +2.91% | |
| Woodard & Co Asset Management Group Inc | 1.36% | 276,044 | $9,460,011 | $9,506,955 | +$46,944 | +0.50% | |
| Dominguez Wealth Management Solutions, Inc. | 5.15% | 272,564 | $9,340,768 | $9,387,104 | +$46,336 | +0.50% | |
| Mml Investors Services, Llc | 0.02% | 265,951 | $8,900,033 | $9,159,352 | +$259,319 | +2.91% | |
| Onedigital Investment Advisors Llc | 0.09% | 261,600 | $8,754,444 | $9,009,504 | +$255,060 | +2.91% | |
| Mutual Advisors, Llc | 0.18% | 250,053 | $8,368,022 | $8,611,825 | +$243,803 | +2.91% | |
| Carter Financial Group, Inc. | 4.29% | 241,453 | $8,274,577 | $8,315,641 | +$41,064 | +0.50% | |
| Ausdal Financial Partners, Inc. | 0.37% | 246,145 | $8,237,251 | $8,477,234 | +$239,983 | +2.91% | |
| Long Island Wealth Management, Inc. | 3.75% | 241,412 | $8,078,853 | $8,314,229 | +$235,376 | +2.91% | |
| Sigma Planning Corp | 0.22% | 232,629 | $7,784,933 | $8,011,743 | +$226,810 | +2.91% | |
| Rochester Wealth Strategies, Llc | 4.16% | 219,349 | $7,517,090 | $7,554,380 | +$37,290 | +0.50% | |
| Farther Finance Advisors, Llc | 0.06% | 218,927 | $7,502,628 | $7,539,846 | +$37,218 | +0.50% |
Frequently asked questions about BALT
Who owns the most BALT stock?
The largest holders of BALT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INN DEFINED WEALTH SHIELD (BALT).
Is BALT widely held by superinvestors?
Many widely followed stocks like BALT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BALT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.