INN DEFINED WEALTH SHIELD (BALT) Institutional Ownership and Insiders Activity

INN DEFINED WEALTH SHIELD (BALT) is widely held by institutional investors, with 290 firms reporting positions valued at approximately $1.74B based on SEC Form 13F filings for the quarter ended June 30, 2026.

Raymond James Financial Inc is the largest disclosed holder, reporting approximately $94.52M in BALT holdings in its latest filing.