Skip to content

BALT INNOVATOR ETFS TRUST

Follow

DEFINED 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.

HolderSharesValue% of portfolioChangeSource
Kure Advisory, LLC768,852$26.9M12.41%+27,53613F-HRTimeline
Dominguez Wealth Management Solutions, …278,181$9.72M5.38%+5,61713F-HRTimeline
Farther Finance Advisors, LLC224,735$7.85M0.06%+5,80813F-HRTimeline
Financial Designs Corp125,064$4.37M2.25%+44913F-HRTimeline
First Heartland Consultants, Inc.103,085$3.6M0.24%-2,96513F-HRTimeline
CoreCap Advisors, LLC39,995$1.4M0.04%-8,38913F-HRTimeline
Galvin, Gaustad & Stein, LLC38,706$1.35M0.1%+10,89413F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…32,825$1.15M0.82%+1,24413F-HRTimeline
Worth Asset Management, LLC17,729$620K0.18%+1,39313F-HRTimeline
City Center Advisors, LLC12,872$450K0.34%-3,20813F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC7,520$263K0.18%+2,02013F-HRTimeline
FC Advisory LLC6,757$236K0.06%+57013F-HRTimeline
Wealth Enhancement Trust Services, Inc.2,220$77.6K0.01%-1,63013F-HRTimeline