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Disclosery

BALT INNOVATOR ETFS TRUST

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DEFINED WLT SHLD (fund)

276 managers (279 13F filers) reported a position in BALT shares at 2026-03-31, 46,845,333 shares in all. 40 filers opened a position and 21 filers sold out during the quarter.

Managers
276
13F filers
279
New
40
Added
126
Reduced
79
Sold out
21
Shares held by filers
46,845,333

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ACT Advisors, LLC.13,388$448K0.19%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP13,216$442K0.02%+4,60313F-HRTimeline
Wealth Management Partners, LLC13,025$436K0.12%+1,48113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,997$435K0.01%new13F-HRTimelineGroup
D.B. Root & Company, LLC12,812$429K0.1%+1,59713F-HRTimeline
Sanctuary Advisors, LLC12,620$422K<0.01%-2,58613F-HRTimeline
PCA Investment Advisory Services Inc.12,520$419K0.14%013F-HRTimeline
MBL Wealth, LLC12,500$418K0.03%013F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding12,107$405K0Timeline
Maia Wealth LLC12,007$402K0.07%-5,62713F-HRTimeline
COFG Advisors, LLC11,813$395K0.1%+37113F-HRTimeline
IFP Advisors, Inc11,491$385K0.01%+86313F-HRTimeline
Financial Network Wealth Advisors LLC11,030$369K0.38%+36913F-HRTimeline
Intentional Wealth Strategies, LLC10,715$359K0.33%13F-HRTimeline
Grant Street Asset Management, Inc.10,530$352K0.07%-25013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC10,488$351K0.03%new13F-HRTimelineGroup
VISTA INVESTMENT MANAGEMENT10,465$350K0.12%013F-HRTimeline
NWF Advisory Services Inc.10,358$347K0.04%+2,34513F-HRTimeline
Balance Wealth Partners LLC10,286$344K0.11%-12,71513F-HRTimeline
Csenge Advisory Group10,250$343K0.02%+3,50213F-HRTimeline
Cambridge Advisors Inc.10,004$335K0.06%+45013F-HRTimeline
XY Planning Network, Inc.9,920$332K0.05%new13F-HRTimeline
BLVD Private Wealth, LLC9,564$320K0.28%-18413F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …9,557$320K0.05%013F-HRTimelineGroup
Keating Financial Advisory Services, In…9,318$312K0.05%-1313F-HRTimeline
Signal Advisors Wealth, LLC9,245$309K0.02%+2,26513F-HRTimeline
AssuredPartners Investment Advisors, LLC9,216$309K0.03%new13F-HRTimeline
Modern Wealth Management, LLC9,224$309K0.01%-91413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.8,871$297K0.02%013F-HRTimelineGroup
Accurate Wealth Management, LLC8,654$292K0.04%+2,52413F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…8,460$283K0.14%+5,44213F-HRTimelineGroup
CASTLE WEALTH MANAGEMENT LLC8,272$277K0.09%013F-HRTimeline
FC Advisory LLC7,977$267K0.08%new13F-HRTimeline
Arax Advisory Partners7,871$263K0.01%-87513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT7,847$263K<0.01%new13F-HRTimeline
Curran Financial Partners, LLC7,839$262K0.05%new13F-HRTimeline
Oak Harvest Investment Services7,675$257K0.03%new13F-HRTimeline
WorthPointe, LLC7,601$254K0.07%013F-HRTimeline
Vawter Financial, Ltd.7,408$248K0.1%new13F-HR/ATimeline
WEALTHGARDEN F.S. LLC7,339$246K0.17%new13F-HRTimeline
Lionsbridge Wealth Management LLC7,285$244K0.25%new13F-HRTimeline
Nikulski Financial, Inc.7,250$243K0.06%-35013F-HRTimeline
Bright Futures Wealth Management, LLC.7,162$240K0.16%-2,99913F-HRTimeline
4J Wealth Management LLC7,036$235K0.13%013F-HRTimeline
OPTIMA CAPITAL LLC6,709$225K0.1%+40013F-HRTimeline
Meridian Wealth Management, LLC6,671$223K0.01%new13F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC6,439$215K0.03%+29713F-HRTimeline
PFG Advisors6,395$214K0.01%013F-HRTimeline
Savvy Advisors, Inc.6,209$208K0.01%new13F-HRTimeline
Collaborative Wealth Managment Inc.6,103$204K0.09%-1,14813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,387$180K<0.01%-2,95913F-HRTimelineGroup
GeoWealth Management, LLC5,285$177K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,900$164K0.01%-4,12713F-HR/ATimelineGroup
GILPIN WEALTH MANAGEMENT, LLC4,250$142K0.11%+3,70013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,800$127K<0.01%new13F-HR/ATimelineGroup
LANARK FINANCIAL, INC.3,729$125K0.01%-3,73013F-HRTimeline
Westside Investment Management, Inc.2,800$93.7K0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.2,680$89.7K0.01%013F-HRTimeline
GHP Investment Advisors, Inc.2,508$83.9K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,100$70.3K<0.01%new13F-HRTimeline
WealthShield Partners, LLC2,092$70K0.01%013F-HRTimeline
Waverly Advisors, LLC2,046$68.5K<0.01%new13F-HRTimeline
Caitlin John, LLC2,045$68.4K0.04%-44313F-HRTimeline
Noble Wealth Management PBC1,900$63.6K0.03%+90013F-HRTimeline
GGM Financial LLC1,014$33.9K0.02%013F-HRTimeline
Benson Wealth Management INC923$30.9K0.04%013F-HRTimeline
Sound Income Strategies, LLC829$27.8K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC631$21.1K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA450$15K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…415$13.9K<0.01%new13F-HRTimelineGroup
MAI Capital Management184$6.16K<0.01%013F-HRTimeline
Larson Financial Group LLC136$4.55K<0.01%-42813F-HRTimeline
HAZLETT, BURT & WATSON, INC.94$3K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB58$1.94K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.40$1.34K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates20$669<0.01%new13F-HRTimeline