INN DEFINED WEALTH SHIELD (BALT) Top 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 $1.47B in BALT holdings during the latest filing period.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of BALT tracked by InsiderSet, reporting ownership valued at approximately $85.09M in its March 31, 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 $87.46M, representing an estimated gain of +2.79% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 38% of the total disclosed BALT value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Osaic Holdings, Inc., Wealthquest Corp, 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
273
Total Reported Value
$1.47B
Largest Holder
Raymond James Financial Inc
Largest Position
$85.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
82
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.03% | 2,542,556 | $85,086,623 | $87,463,926 | +$2,377,303 | +2.79% | |
| Osaic Holdings, Inc. | 0.12% | 2,463,381 | $82,444,222 | $84,740,306 | +$2,296,084 | +2.79% | |
| Wealthquest Corp | 5.98% | 2,362,580 | $79,170,056 | $81,272,752 | +$2,102,696 | +2.66% | |
| Envestnet Asset Management Inc | 0.02% | 1,943,120 | $65,026,526 | $66,843,328 | +$1,816,802 | +2.79% | |
| Cetera Investment Advisers | 0.06% | 1,592,364 | $53,288,450 | $54,777,322 | +$1,488,872 | +2.79% | |
| Lee Johnson Capital Management, Llc | 16.83% | 1,402,959 | $46,950,024 | $48,261,790 | +$1,311,766 | +2.79% | |
| Foundations Investment Advisors, Llc | 0.58% | 1,399,847 | $46,845,890 | $48,154,737 | +$1,308,847 | +2.79% | |
| Kingsview Wealth Management, Llc | 0.53% | 1,155,711 | $38,675,873 | $39,756,458 | +$1,080,585 | +2.79% | |
| Reliant Wealth Planning | 10.17% | 1,005,348 | $33,643,971 | $34,583,971 | +$940,000 | +2.79% | |
| Commonwealth Equity Services, Llc | 0.04% | 945,077 | $31,627,006 | $32,510,649 | +$883,643 | +2.79% | |
| Crown Wealth Group, Llc | 9.21% | 936,959 | $31,355,316 | $32,231,390 | +$876,074 | +2.79% | |
| Brookstone Capital Management | 0.35% | 915,556 | $30,639,085 | $31,495,126 | +$856,041 | +2.79% | |
| Compass Advisory Group Llc | 7.70% | 859,423 | $28,760,591 | $29,564,151 | +$803,560 | +2.79% | |
| Lpl Financial Llc | 0.01% | 817,663 | $27,363,083 | $28,127,607 | +$764,524 | +2.79% | |
| Ptm Wealth Management, Llc | 14.00% | 787,160 | $26,424,961 | $27,078,304 | +$653,343 | +2.47% | |
| Cwm, Llc | 0.07% | 745,815 | $24,958,694 | $25,656,036 | +$697,342 | +2.79% | |
| Kure Advisory, Llc | 12.96% | 711,047 | $23,795,190 | $24,460,017 | +$664,827 | +2.79% | |
| Clear Creek Financial Management, Llc | 1.57% | 613,106 | $20,517,592 | $21,090,846 | +$573,254 | +2.79% | |
| Ae Wealth Management Llc | 0.11% | 594,174 | $19,884,034 | $20,439,586 | +$555,552 | +2.79% | |
| Personal Cfo Solutions, Llc | 2.59% | 550,278 | $18,415,045 | $18,929,563 | +$514,518 | +2.79% | |
| Wealthcare Advisory Partners Llc | 0.34% | 525,929 | $18,023,592 | $18,091,958 | +$68,366 | +0.38% | |
| Visionary Wealth Advisors | 0.75% | 508,624 | $17,021,104 | $17,496,666 | +$475,562 | +2.79% | |
| Nbz Investment Advisors Llc | 7.18% | 490,322 | $16,408,627 | $16,867,077 | +$458,450 | +2.79% | |
| Sunbelt Securities, Inc. | 0.99% | 467,920 | $15,658,950 | $16,096,448 | +$437,498 | +2.79% | |
| Cra Financial Services, Llc | 1.97% | 453,312 | $15,170,082 | $15,593,933 | +$423,851 | +2.79% | |
| Axxcess Wealth Management, Llc | 0.48% | 448,298 | $15,002,294 | $15,421,451 | +$419,157 | +2.79% | |
| Harbour Investments, Inc. | 0.22% | 430,317 | $14,400,561 | $14,802,905 | +$402,344 | +2.79% | |
| Glen Eagle Advisors, Llc | 1.93% | 410,674 | $13,743,206 | $14,127,186 | +$383,980 | +2.79% | |
| Strategic Blueprint, Llc | 0.70% | 360,988 | $12,080,465 | $12,417,987 | +$337,522 | +2.79% | |
| Orion Porfolio Solutions, Llc | 0.10% | 352,690 | $11,802,773 | $12,132,536 | +$329,763 | +2.79% | |
| World Investment Advisors | 0.19% | 348,631 | $11,666,929 | $11,992,906 | +$325,977 | +2.79% | |
| Stratos Wealth Advisors, Llc | 0.72% | 348,516 | $11,663,091 | $11,988,950 | +$325,859 | +2.79% | |
| Kestra Advisory Services, Llc | 0.04% | 324,247 | $10,850,926 | $11,154,097 | +$303,171 | +2.79% | |
| Central Valley Advisors, Llc | 2.89% | 315,953 | $10,573,379 | $10,868,783 | +$295,404 | +2.79% | |
| Atx Financial Planning, Llc | 7.88% | 309,856 | $10,369,331 | $10,659,046 | +$289,715 | +2.79% | |
| Archer Investment Corp | 2.20% | 308,540 | $10,325,290 | $10,613,776 | +$288,486 | +2.79% | |
| Woodard & Co Asset Management Group Inc | 1.53% | 285,020 | $9,538,177 | $9,804,688 | +$266,511 | +2.79% | |
| Sovran Advisors, Llc | 0.74% | 278,555 | $9,465,309 | $9,582,292 | +$116,983 | +1.24% | |
| Dominguez Wealth Management Solutions, Inc. | 5.15% | 272,564 | $9,340,768 | $9,376,202 | +$35,434 | +0.38% | |
| Mml Investors Services, Llc | 0.02% | 265,951 | $8,900,033 | $9,148,714 | +$248,681 | +2.79% | |
| Onedigital Investment Advisors Llc | 0.09% | 261,600 | $8,754,444 | $8,999,040 | +$244,596 | +2.79% | |
| Mutual Advisors, Llc | 0.18% | 250,053 | $8,368,022 | $8,601,823 | +$233,801 | +2.79% | |
| Ausdal Financial Partners, Inc. | 0.37% | 246,145 | $8,237,251 | $8,467,388 | +$230,137 | +2.79% | |
| Long Island Wealth Management, Inc. | 3.75% | 241,412 | $8,078,853 | $8,304,573 | +$225,720 | +2.79% | |
| Soltis Investment Advisors Llc | 0.52% | 238,301 | $7,974,744 | $8,197,554 | +$222,810 | +2.79% | |
| Sigma Planning Corp | 0.22% | 232,629 | $7,784,933 | $8,002,438 | +$217,505 | +2.79% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.43% | 223,169 | $7,468,336 | $7,677,014 | +$208,678 | +2.79% | |
| Laurel Oak Wealth Management, Llc | 1.24% | 221,398 | $7,409,084 | $7,616,091 | +$207,007 | +2.79% | |
| Farther Finance Advisors, Llc | 0.07% | 215,085 | $7,207,498 | $7,398,924 | +$191,426 | +2.66% | |
| Belpointe Asset Management Llc | 0.25% | 203,735 | $6,817,992 | $7,008,484 | +$190,492 | +2.79% |
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.