BALT INNOVATOR ETFS TRUST
FollowDEFINED WLT SHLD (fund)
Filings received so far for Q3 2026: 13 13F filers report a position in BALT shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Kure Advisory, LLC | 768,852 | $26.9M | 12.41% | +27,536 | 13F-HRTimeline |
| Dominguez Wealth Management Solutions, … | 278,181 | $9.72M | 5.38% | +5,617 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 224,735 | $7.85M | 0.06% | +5,808 | 13F-HRTimeline |
| Financial Designs Corp | 125,064 | $4.37M | 2.25% | +449 | 13F-HRTimeline |
| First Heartland Consultants, Inc. | 103,085 | $3.6M | 0.24% | -2,965 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 39,995 | $1.4M | 0.04% | -8,389 | 13F-HRTimeline |
| Galvin, Gaustad & Stein, LLC | 38,706 | $1.35M | 0.1% | +10,894 | 13F-HRTimeline |
| JOURNEY RETIREMENT PLANNING & INVESTMEN… | 32,825 | $1.15M | 0.82% | +1,244 | 13F-HRTimeline |
| Worth Asset Management, LLC | 17,729 | $620K | 0.18% | +1,393 | 13F-HRTimeline |
| City Center Advisors, LLC | 12,872 | $450K | 0.34% | -3,208 | 13F-HRTimeline |
| GILPIN WEALTH MANAGEMENT, LLC | 7,520 | $263K | 0.18% | +2,020 | 13F-HRTimeline |
| FC Advisory LLC | 6,757 | $236K | 0.06% | +570 | 13F-HRTimeline |
| Wealth Enhancement Trust Services, Inc. | 2,220 | $77.6K | 0.01% | -1,630 | 13F-HRTimeline |