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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
Wealthquest Corp3,233,718$108M7.67%+871,13813F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,542,556$85.1M0.03%+542,87913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,463,381$82.4M0.12%+22,24213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,943,120$65M0.02%+828,77213F-HRTimelineGroup
Cetera Investment Advisers1,592,364$53.3M0.06%+63,39513F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC1,402,959$47M16.83%+580,97913F-HRTimeline
Foundations Investment Advisors, LLC1,399,847$46.8M0.58%+173,20813F-HRTimeline
Kingsview Wealth Management, LLC1,155,711$38.7M0.53%+148,48813F-HRTimeline
Reliant Wealth Planning1,005,348$33.6M10.17%+28,17113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC945,077$31.6M0.04%-161,76113F-HRTimeline
Crown Wealth Group, LLC936,959$31.4M9.21%-11,81313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management915,556$30.6M0.35%-97213F-HRTimelineGroup
Compass Advisory Group LLC859,423$28.8M7.7%+52,61513F-HRTimeline
LPL Financial LLC817,663$27.4M0.01%+403,68613F-HRTimeline
PTM WEALTH MANAGEMENT, LLC787,160$26.4M14%+425,69913F-HRTimeline
MTM FINANCIAL GROUP, LLC787,608$26.4M12.37%+9,04013F-HRTimeline
CWM, LLCin group CWM, LLC745,815$25M0.07%-41,44513F-HRTimelineGroup
Kure Advisory, LLC711,047$23.8M12.96%+23,03513F-HRTimeline
Clear Creek Financial Management, LLC613,106$20.5M1.57%+7,24013F-HRTimeline
AE Wealth Management LLC594,174$19.9M0.11%-94,36713F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC550,278$18.4M2.59%new13F-HRTimeline
Visionary Wealth Advisors508,624$17M0.75%+135,94513F-HRTimeline
NewEdge Advisors, LLC501,834$16.8M0.06%-98,09413F-HR/ATimeline
NBZ Investment Advisors LLC490,322$16.4M7.18%+2,02413F-HRTimeline
CENTAURUS FINANCIAL, INC.483,247$16.2M0.77%-25,48313F-HRTimeline
Sunbelt Securities, Inc.467,920$15.7M0.99%+10,23313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding464,261$15.5M-26,298Timeline
CRA Financial Services, LLC453,312$15.2M1.97%+26,44013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC448,298$15M0.48%+274,42513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding437,636$14.6M-83,516Timeline
HARBOUR INVESTMENTS, INC.430,317$14.4M0.22%-32,03713F-HRTimeline
CoreCap Advisors, LLC423,795$14.2M0.48%+290,92213F-HRTimeline
Glen Eagle Advisors, LLC410,674$13.7M1.93%+34,50713F-HRTimeline
Strategic Blueprint, LLC360,988$12.1M0.7%+14,51213F-HRTimeline
Orion Porfolio Solutions, LLC352,690$11.8M0.1%-658,76013F-HRTimeline
World Investment Advisors348,631$11.7M0.19%+13,84513F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC315,953$10.6M2.89%-2,62213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …315,653$10.6M0.21%-183,75513F-HRTimelineGroup
ATX Financial Planning, LLC309,856$10.4M7.88%+38,45513F-HRTimeline
Archer Investment Corp308,540$10.3M2.2%+79,80413F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…285,020$9.54M1.53%-1,76113F-HRTimeline
Sovran Advisors, LLC278,555$9.47M0.74%+24,02113F-HRTimeline
Dominguez Wealth Management Solutions, …273,693$9.16M5.55%+18,13913F-HRTimeline
MML INVESTORS SERVICES, LLC265,951$8.9M0.02%-42,53513F-HRTimeline
OneDigital Investment Advisors LLC261,600$8.75M0.09%+27,24613F-HRTimeline
Mutual Advisors, LLC250,053$8.37M0.18%-33,98513F-HRTimeline
Ausdal Financial Partners, Inc.246,145$8.24M0.37%+110,69813F-HRTimeline
Long Island Wealth Management, Inc.241,412$8.08M3.75%-4,15113F-HRTimeline
Soltis Investment Advisors LLC238,301$7.97M0.52%+204,20913F-HRTimeline
Sigma Planning Corp232,629$7.78M0.22%-32,77013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …223,169$7.47M0.43%+65,54313F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC221,398$7.41M1.24%+121,16313F-HRTimeline
Farther Finance Advisors, LLC215,085$7.21M0.07%+3,34513F-HRTimeline
Belpointe Asset Management LLC203,735$6.82M0.25%+34,47813F-HRTimeline
Triton Financial Group Inc197,371$6.61M11.52%+107,90013F-HRTimeline
Cambridge Investment Research Advisors,…186,503$6.24M0.02%-12,14913F-HRTimeline
Prairie Wealth Advisors, Inc.0$6.17M2.68%013F-HRTimelineAmount filed as zero, left out of ratios.
INDEPENDENT FINANCIAL GROUP, LLC182,302$6.1M0.14%-23,91413F-HR/ATimeline
Reyes Financial Architecture, Inc.180,835$6.05M4.95%new13F-HRTimeline
Capital Investment Advisory Services, L…169,228$5.66M0.41%-3,96013F-HRTimeline
Holos Integrated Wealth LLC168,418$5.65M2.86%+3,65313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP159,198$5.33M0.01%-2,94713F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC157,443$5.27M0.13%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.156,798$5.25M0.06%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC153,117$5.12M0.12%+69,27113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…149,669$5.01M0.01%+74,56913F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC149,099$4.99M0.65%+12,91213F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC147,407$4.93M1.27%+3,16813F-HRTimeline
Triad Wealth Partners, LLC142,586$4.77M0.38%+44,84113F-HRTimeline
Whipplewood Advisors, LLC142,568$4.77M2.48%+10913F-HRTimeline
Trek Financial, LLC141,974$4.75M0.25%+8613F-HRTimeline
Code Waechter LLC139,374$4.66M2.77%+10,25813F-HRTimeline
WINNACLE WEALTH LLC136,196$4.56M3.52%-12,82513F-HRTimeline
PlanVest Financial, Inc135,716$4.54M3.45%13F-HRTimeline
BEACON FINANCIAL GROUP134,721$4.51M0.45%-10113F-HRTimeline
U.S. Capital Wealth Advisors, LLC131,799$4.41M0.11%+6,23713F-HRTimeline
Ballast Rock Private Wealth LLC131,547$4.4M2.43%+44,16813F-HRTimeline
Kraft, Davis & Associates, LLC127,147$4.32M0.92%new13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC124,290$4.16M1.45%+42,29613F-HRTimeline
Financial Designs Corp118,990$3.98M2.22%-12,90713F-HRTimeline
Steward Partners Investment Advisory, L…118,153$3.95M0.02%-3,35213F-HRTimeline
Aptus Capital Advisors, LLC118,076$3.95M0.03%-114,63013F-HRTimeline
Beacon Pointe Advisors, LLC113,977$3.81M0.02%+50,76113F-HRTimeline
DAVENPORT & Co LLC109,961$3.68M0.02%-2,72913F-HRTimeline
Comprehensive Financial Consultants Ins…107,260$3.59M1.07%+12,76613F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC107,041$3.58M0.66%-1,47013F-HRTimeline
Pachira Investments Inc.106,973$3.58M1.67%+8,66013F-HRTimeline
RFG Advisory, LLC104,996$3.51M0.06%-6,98913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.103,807$3.47M0.02%-1,55213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…95,530$3.2M<0.01%+84,90413F-HRTimelineGroup
SFMG, LLC91,368$3.06M0.21%-1,48613F-HRTimeline
Family Office Research LLC88,660$2.97M1.29%+44,21513F-HRTimeline
NewCorp Financial Services, Inc.87,940$2.94M2.55%+5,82513F-HRTimeline
Integrity Advisory Solutions, LLC87,408$2.93M0.39%-21,99913F-HRTimeline
VICUS CAPITAL86,074$2.88M0.21%+2,77413F-HRTimeline
Applied Capital LLC83,046$2.78M1.04%+6,58613F-HRTimeline
HBW ADVISORY SERVICES LLC80,769$2.7M0.28%+6,64413F-HRTimeline
CGN Advisors LLC79,832$2.67M0.21%+35,48913F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding77,251$2.62M-1,809Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…76,755$2.57M0.05%+4,69813F-HRTimelineGroup
Focus Financial Network, Inc.76,235$2.55M0.09%+2,16413F-HRTimeline
Merit Financial Group, LLC72,177$2.42M0.02%+2,67813F-HRTimeline
Cannon Advisors, Inc.68,856$2.3M1.71%-99113F-HRTimeline
Jacobi Capital Management LLC62,155$2.08M0.12%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…62,077$2.08M1.44%+5,76813F-HRTimeline
Atria Investments, Inc61,661$2.06M0.02%-8,94713F-HRTimeline
Tradition Wealth Management, LLC57,684$1.93M0.14%+48,61013F-HRTimeline
GWN SECURITIES INC.57,440$1.92M0.37%+21,56713F-HRTimeline
SIGNATUREFD, LLC55,612$1.86M0.03%+16,25613F-HRTimeline
Triumph Capital Management55,308$1.85M0.38%+8,34413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC54,636$1.83M0.03%+2113F-HRTimeline
Main Street Financial Solutions, LLC53,808$1.8M0.13%-4613F-HRTimeline
Brookwood Investment Group LLC53,710$1.8M0.23%+11,39213F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.52,425$1.75M0.44%-9,55013F-HRTimeline
JT Stratford LLC52,240$1.75M0.22%+3,30013F-HRTimeline
Fiscal Wisdom Wealth Management, LLC51,996$1.74M1.67%-6,45713F-HRTimeline
Private Advisor Group, LLC51,973$1.74M0.01%+28,52413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS51,772$1.73M<0.01%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…50,526$1.69M0.07%+3,72613F-HRTimelineGroup
Chris Bulman Inc50,416$1.69M0.74%-1,09013F-HRTimeline
ROTHSCHILD INVESTMENT LLC49,900$1.67M0.09%+1,50013F-HRTimeline
Prospera Financial Services Inc47,799$1.6M0.03%+33,67013F-HRTimeline
RiverTree Advisors, LLC47,571$1.59M1.01%-29313F-HRTimeline
HighTower Advisors, LLC46,870$1.57M<0.01%+7,28213F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC45,586$1.53M0.97%+22,59413F-HRTimeline
Encompass More Asset Management45,571$1.53M0.26%+3,11113F-HRTimeline
Prasad Wealth Partners, LLC44,122$1.48M0.4%+5,18313F-HRTimeline
First Heartland Consultants, Inc.44,064$1.47M0.11%-1,89113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC43,394$1.45M0.04%-7,82513F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.42,674$1.43M0.05%-4,73413F-HRTimeline
Dogwood Wealth Management LLC41,679$1.39M0.61%new13F-HRTimeline
RED REEF ADVISORS LLC40,449$1.35M1.42%-3,59313F-HRTimeline
Composition Wealth, LLC39,646$1.33M0.02%-20713F-HRTimeline
Wealth Advisory Solutions, LLC39,352$1.32M0.29%-36813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED38,893$1.3M0.1%-14,67313F-HRTimeline
WPWealth LLP38,126$1.28M0.2%+3,71613F-HRTimeline
Snowden Capital Advisors LLC37,085$1.24M0.03%+12,33713F-HRTimeline
Claro Advisors Inc.37,062$1.24M0.15%-1,23713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC37,046$1.24M<0.01%new13F-HRTimelineGroup
MGO ONE SEVEN LLC36,321$1.22M0.02%-4,00013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…35,967$1.21M<0.01%-3,89213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC34,440$1.15M0.07%+26,29013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC32,506$1.09M0.01%+32213F-HRTimelineGroup
TradeWell Securities, LLC.31,988$1.07M0.45%new13F-HRTimeline
Arkadios Wealth Advisors31,970$1.07M0.02%+3,54413F-HRTimeline
Blue Trust, Inc.31,574$1.06M0.01%-2,98213F-HRTimeline
Janney Montgomery Scott LLC31,224$1.04M<0.01%+11,61113F-HRTimeline
BCS Wealth Management31,123$1.04M0.21%-32,76413F-HRTimeline
Allworth Financial LP31,004$1.04M<0.01%-2413F-HRTimeline
IHT Wealth Management, LLC30,632$1.03M0.02%-1,30013F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…30,260$1.01M0.89%-58,68413F-HRTimeline
Dynamic Advisor Solutions LLC30,233$1.01M0.03%+22,43413F-HRTimeline
Vantage Point Financial LLC30,058$1.01M0.35%+1,69713F-HRTimeline
Advisory Services Network, LLC29,762$996K0.01%+30513F-HRTimeline
TopTier Wealth Management, LLC29,643$992K0.61%+42713F-HRTimeline
Madison Wealth Partners, Inc27,537$922K0.15%+1,50013F-HRTimeline
Galvin, Gaustad & Stein, LLC26,614$891K0.07%+6,95713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…26,400$883K0.01%-1,74213F-HRTimelineGroup
SWMG, LLC24,945$835K0.24%013F-HRTimeline
Patriot Financial Group Insurance Agenc…24,738$828K0.05%+17,38113F-HRTimeline
Coordinated Financial Services, Inc.24,159$808K0.47%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC24,076$806K<0.01%+613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…23,956$802K0.01%+7,06313F-HRTimelineGroup
BFI Wealth Solutions, LLC23,654$793K0.76%+1,13913F-HRTimeline
Palumbo Wealth Management LLC23,478$786K0.19%-18,11013F-HRTimeline
KELLY FINANCIAL GROUP LLC23,404$783K0.2%+12,45013F-HRTimeline
GTS FINANCIAL, LLC24,831$779K0.62%13F-HRTimeline
SYKON CAPITAL LLC22,971$769K0.26%+4,06113F-HRTimeline
Core Wealth Advisors, Inc.22,626$757K0.18%+3,08113F-HRTimeline
Ashton Thomas Private Wealth, LLC22,286$746K0.02%+70413F-HRTimeline
SMITH, MOORE & CO.21,992$736K0.05%+28613F-HRTimeline
Sequent Planning LLC21,856$731K0.18%+1913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT21,655$725K0.01%013F-HRTimeline
Integrated Wealth Management21,637$724K0.83%+1,99113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth20,804$696K<0.01%+10,55413F-HRTimelineGroup
CFO4Life Group, LLC20,106$673K0.1%-12,30513F-HRTimeline
NewEdge Wealth, LLC19,903$666K0.01%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC18,881$632K0.05%new13F-HRTimelineGroup
Richard P Slaughter Associates Inc18,793$629K0.14%+1,80713F-HRTimeline
Advyzon Investment Management, LLC18,509$619K0.06%+56313F-HRTimeline
Stegent Equity Advisors, Inc.18,075$605K0.52%-19,70213F-HRTimeline
Pine Harbor Wealth Management, LLC17,918$600K0.18%013F-HRTimeline
Sonoma Allocations LLC17,805$597K0.21%013F-HRTimeline
Disciplined Investments, LLC17,784$595K0.21%013F-HRTimeline
Stirlingshire Investments, Inc.17,378$582K0.51%-56813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,173$574K<0.01%-4,008,75613F-HR/ATimelineGroup
Betterment LLC17,154$574K<0.01%-3,00613F-HRTimeline
SYON CAPITAL LLC17,074$571K0.03%013F-HRTimeline
Tanglewood Legacy Advisors, LLC16,660$558K0.2%+8,90013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC16,520$553K0.02%new13F-HRTimeline
Worth Asset Management, LLC15,970$534K0.2%+6,99513F-HRTimeline
Fortune Financial Group, Inc.15,966$534K0.48%+5,96613F-HRTimeline
Range Financial Group LLC15,660$524K0.18%+66413F-HRTimeline
Summit Wealth Partners, LLC15,226$510K0.08%new13F-HRTimeline
Fortune Financial Advisors, LLC15,155$507K0.26%new13F-HRTimeline
City Center Advisors, LLC14,445$483K0.45%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…14,224$476K0.06%-2,34113F-HRTimeline
Sovereign Financial Group, Inc.14,219$476K0.08%+2,08713F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS13,920$466K0.22%013F-HRTimeline
Sugar Maple Asset Management, LLC13,500$452K0.27%013F-HRTimeline