INNOVATOR DEFINED WEALTH SHIELD ETF

$BALT
← All companies Sign in to track
Institutional coverage

262 13F filers hold $BALT.

13F holders
262
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

4 holders · Q1 2026

$BALT is held by 4 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.01% to 3.75%, with an average of 1.21% of portfolio. Largest holder: Long Island Wealth Management, Inc. at 3.75%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Long Island Wealth Management, Inc.
3.75% NEW
α +21.8pts
02
RiverTree Advisors, LLC
1.01% NEW
α +21.1pts
03
RFG Advisory, LLC
0.06% held
α +16.2pts
04
Principal Securities, Inc.
0.01% held
α +21.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 262 · Source: 13F-HR
01
Sheaff Brock Investment Advisors, LLC
0.12% of portfolio
8,137,830 sh
02
Loomis Sayles & Co. L P
0.03% of portfolio
3,707,246 sh
03
Nitorum Capital, L.P.
5.98% of portfolio
2,362,580 sh
04
Marquette Asset Management, LLC
0.02% of portfolio
1,943,120 sh
05
FengHe Fund Management Pte. Ltd.
0.06% of portfolio
1,592,364 sh
06
Charter Research & Investment Group, Inc.
16.83% of portfolio
1,402,959 sh
07
USAdvisors Wealth Management, LLC
0.58% of portfolio
1,399,847 sh
08
Standpoint Asset Management, LLC
0.53% of portfolio
1,155,711 sh
09
Atlas Private Wealth Advisors
10.17% of portfolio
1,005,348 sh
10
Ryan Investment Management, Inc.
0.04% of portfolio
945,077 sh
See all 262 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $BALT in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $BALT in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:04 UTC.