Inn Defined Wealth ShieldBALTETF
13F holders, Q4 2025 (December 31)261holders +35
36new positions
16sold out
$33.66avg. 13F price*
At the end of Q4 2025, 261 institutions reported holding Inn Defined Wealth Shield (BALT) in their 13F filings, up 35 from Q3 2025. 36 opened new positions and 16 sold out. The largest holders were JPMorgan Chase & Co. ($134.9M), Osaic Holdings, Inc. ($81.8M) and Wealthquest Corp ($79.2M).
- Company
- Inn Defined Wealth Shield
- Filed as
- INNOVATOR ETFS TRUST (Q4 2025)
- CUSIP
- 45783Y855
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $36.8M |
| Exits | 16 | $7.9M |
All 13F filers, Q3 2025 → Q4 2025: 9,237,894 shares bought and 2,822,849 shares sold, net +6,415,045 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 261 holders
| JPMorgan Chase & Co. | 0.01% | Add +46021.3% | 4,025,929 | $134.9M |
| Osaic Holdings, Inc. | 0.12% | Add +4.8% | 2,441,139 | $81.8M |
| Wealthquest Corp | 5.98% | Reduce -10.7% | 2,362,580 | $79.2M |
| Raymond James Financial Inc. | 0.02% | Reduce -5.0% | 1,999,677 | $67.0M |
| Cetera Investment Advisers | 0.06% | Add +22.7% | 1,528,969 | $51.2M |
| Foundations Investment Advisors, LLC | 0.54% | Add +129.2% | 1,226,639 | $41.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -39.0% | 1,114,348 | $37.3M |
| Commonwealth Equity Services, LLC | 0.05% | Add +8.7% | 1,106,838 | $37.1M |
| Orion Porfolio Solutions, LLC | 0.25% | Add +4.7% | 1,011,450 | $33.9M |
| Kingsview Wealth Management, LLC | 0.49% | Add +19.1% | 1,007,223 | $33.8M |
| Reliant Wealth Planning | 10.23% | Add +2.1% | 977,177 | $32.7M |
| Crown Wealth Group, LLC | 8.88% | Add +7.8% | 948,772 | $31.8M |
| Brookstone Capital Management | 0.35% | Add +18.8% | 916,528 | $30.7M |
| Lee Johnson Capital Management, LLC | 9.45% | Reduce -2.7% | 821,980 | $27.5M |
| Compass Advisory Group LLC | 7.30% | Add +7.1% | 806,808 | $27.0M |
| Cwm, LLC | 0.07% | Add +15.4% | 787,260 | $26.4M |
| MTM Financial Group, LLC | 12.46% | Add +3.0% | 778,568 | $26.1M |
| AE Wealth Management LLC | 0.13% | Add +27.3% | 688,541 | $23.1M |
| Kure Advisory, LLC | 12.89% | Reduce -6.3% | 688,012 | $23.1M |
| Clear Creek Financial Management, LLC | 1.66% | Add +8.0% | 605,866 | $20.3M |
| NewEdge Advisors, LLC | 0.07% | Add +45.5% | 599,928 | $20.1M |
| Centaurus Financial, Inc. | 0.78% | Add +2.7% | 508,730 | $17.0M |
| Wealthcare Advisory Partners LLC | 0.33% | Add +1.5% | 499,408 | $16.7M |
| NBZ Investment Advisors LLC | 7.14% | Add +10.9% | 488,298 | $16.4M |
| Harbour Investments, Inc. | 0.31% | Reduce -10.1% | 462,354 | $15.5M |
| Sunbelt Securities, Inc. | 1.02% | Add +6.8% | 457,687 | $15.3M |
| CRA Financial Services, LLC | 1.87% | Add +9.6% | 426,872 | $14.3M |
| LPL Financial LLC | 0.00% | Add +3.9% | 413,977 | $13.9M |
| CPC Advisors, LLC | 1.30% | Add +1.9% | 384,454 | $12.9M |
| Glen Eagle Advisors, LLC | 1.72% | Add +11.0% | 376,167 | $12.6M |
| Visionary Wealth Advisors | 0.56% | Add +17.2% | 372,679 | $12.5M |
| PTM Wealth Management, LLC | 6.84% | Add +6.7% | 361,461 | $12.1M |
| Strategic Blueprint, LLC | 0.69% | Add +38.3% | 346,476 | $11.6M |
| Stratos Wealth Advisors, LLC | 0.55% | Add +4.8% | 336,838 | $11.3M |
| World Investment Advisors | 0.18% | Add +194.9% | 334,786 | $11.2M |
| Central Valley Advisors, LLC | 3.19% | Add +1.2% | 318,575 | $10.7M |
| Kestra Advisory Services, LLC | 0.04% | Add +8.9% | 315,391 | $10.6M |
| MML Investors Services, LLC | 0.03% | Add +13.2% | 308,486 | $10.3M |
| Woodard & Co. Asset Management Group Inc. | 1.52% | Reduce -0.1% | 286,781 | $9.6M |
| Mutual Advisors, LLC | 0.20% | Add +16.1% | 284,038 | $9.5M |
| ATX Financial Planning, LLC | 7.01% | — | 271,401 | $9.1M |
| Sigma Planning Corp | 0.25% | Add +0.0% | 265,399 | $8.9M |
| Jane Street Group, LLC | 0.01% | New | 256,318 | $8.6M |
| Dominguez Wealth Management Solutions, Inc. | 5.24% | Add +5.0% | 255,554 | $8.6M |
| Sovran Advisors, LLC | 0.73% | Reduce -0.9% | 254,534 | $8.6M |
| Long Island Wealth Management, Inc. | 3.89% | Add +2.9% | 245,563 | $8.2M |
| OneDigital Investment Advisors LLC | 0.08% | Add +161.3% | 234,354 | $7.9M |
| Aptus Capital Advisors, LLC | 0.07% | New | 232,706 | $7.8M |
| Archer Investment Corp | 1.73% | Add +60.9% | 228,736 | $7.7M |
| Farther Finance Advisors, LLC | 0.08% | Add +16.9% | 211,740 | $7.1M |
| Independent Financial Group, LLC | 0.15% | Add +2.6% | 206,216 | $6.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +11.3% | 198,652 | $6.7M |
| Stratos Investment Management, LLC | 0.25% | Reduce -4.6% | 184,314 | $6.2M |
| Axxcess Wealth Management, LLC | 0.10% | New | 173,873 | $5.8M |
| Capital Investment Advisory Services, LLC | 0.41% | Add +4.8% | 173,188 | $5.8M |
| Belpointe Asset Management LLC | 0.20% | Reduce -1.8% | 169,257 | $5.7M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +4.0% | 168,319 | $5.6M |
| Holos Integrated Wealth LLC | 3.08% | Add +6.0% | 164,765 | $5.5M |
| Truist Financial Corp. | 0.01% | Add +27.3% | 162,145 | $5.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.32% | Reduce -81.6% | 157,626 | $5.3M |
| Winnacle Wealth LLC | 3.74% | Reduce -5.9% | 149,021 | $5.1M |
| Brown Wealth Management, LLC | 1.27% | No change | 144,239 | $4.8M |
| Whipplewood Advisors, LLC | 3.07% | Reduce -0.1% | 142,459 | $4.8M |
| Trek Financial, LLC | 0.28% | Add +7.2% | 141,888 | $4.8M |
| KFG Wealth Management, LLC | 0.61% | Add +28.4% | 136,187 | $4.6M |
| Ausdal Financial Partners, Inc. | 0.21% | Add +136.0% | 135,447 | $4.5M |
| Beacon Financial Group | 0.45% | Add +14.6% | 134,822 | $4.5M |
| CoreCap Advisors, LLC | 0.16% | Add +12.8% | 132,873 | $4.5M |
| Financial Designs Corp | 2.50% | Reduce -29.7% | 131,897 | $4.4M |
| Code Waechter LLC | 2.78% | Reduce -1.8% | 129,116 | $4.3M |
| U.S. Capital Wealth Advisors, LLC | 0.11% | Add +45.6% | 125,562 | $4.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +5.1% | 121,505 | $4.1M |
| Archford Capital Strategies, LLC | 0.47% | Add +3.5% | 120,031 | $4.0M |
| DAVENPORT & Co LLC | 0.02% | Add +4.7% | 112,690 | $3.8M |
| RFG Advisory, LLC | 0.07% | Add +5.5% | 111,985 | $3.8M |
| Integrity Advisory Solutions, LLC | 0.53% | Add +5.5% | 109,407 | $3.7M |
| Milestone Asset Management, LLC | 0.69% | Reduce -0.1% | 108,511 | $3.6M |
| Equitable Holdings, Inc. | 0.02% | New | 105,359 | $3.5M |
| Laurel Oak Wealth Management, LLC | 0.57% | — | 100,235 | $3.4M |
| Pachira Investments Inc. | 1.60% | Add +133.5% | 98,313 | $3.3M |
| Triad Wealth Partners, LLC | 0.31% | Add +19.2% | 97,745 | $3.3M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.96% | Add +3.3% | 94,494 | $3.2M |
| Sfmg, LLC | 0.21% | Add +7.2% | 92,854 | $3.1M |
| Triton Financial Group Inc | 1.99% | Add +10.7% | 89,471 | $3.0M |
| Rovin Capital /Ut/ | 0.79% | Add +1.3% | 89,007 | $3.0M |
| Journey Retirement Planning & Investment Management LLC | 0.61% | — | 88,944 | $3.0M |
| Ballast Rock Private Wealth LLC | 1.83% | — | 87,379 | $2.9M |
| CreativeOne Wealth, LLC | 0.07% | Add +218.8% | 83,846 | $2.8M |
| Vicus Capital | 0.21% | Add +3.5% | 83,300 | $2.8M |
| NewCorp Financial Services, Inc. | 2.44% | — | 82,115 | $2.8M |
| New Wave Wealth Advisors LLC | 1.01% | Add +35.5% | 81,994 | $2.7M |
| Diversify Advisory Services, LLC | 0.08% | Add +28.6% | 79,060 | $2.7M |
| Applied Capital LLC | 0.99% | Add +30.5% | 76,460 | $2.6M |
| Rockefeller Capital Management L.P. | 0.00% | Add +4189.0% | 75,100 | $2.5M |
| HBW Advisory Services LLC | 0.27% | Add +20.1% | 74,125 | $2.5M |
| Focus Financial Network, Inc. | 0.09% | Reduce -8.4% | 74,071 | $2.5M |
| Signature Estate & Investment Advisors LLC | 0.05% | Add +8.8% | 72,057 | $2.4M |
| Atria Investments, Inc | 0.03% | Add +7.1% | 70,608 | $2.4M |
| Cannon Advisors, Inc. | 1.66% | Reduce -12.8% | 69,847 | $2.3M |
| Merit Financial Group, LLC | 0.02% | Reduce -37.7% | 69,499 | $2.3M |
| BCS Wealth Management | 0.22% | Add +78.6% | 63,887 | $2.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +5.6% | 63,216 | $2.1M |
| Integral Investment Advisors, Inc. | 0.51% | Add +11.7% | 61,975 | $2.1M |
| Vantage Financial Partners, LLC | 0.41% | Add +53.1% | 59,564 | $2.0M |
| Fiscal Wisdom Wealth Management, LLC | 1.85% | Add +0.7% | 58,453 | $2.0M |
| Comprehensive Financial Planning, Inc. | 1.25% | Reduce -6.1% | 56,309 | $1.9M |
| Sagespring Wealth Partners, LLC | 0.03% | Add +120.4% | 54,615 | $1.8M |
| Main Street Financial Solutions, LLC | 0.14% | No change | 53,854 | $1.8M |
| Silver Oak Securities, Incorporated | 0.12% | Reduce -2.7% | 53,566 | $1.8M |
| Captrust Financial Advisors | 0.00% | Add +14.5% | 51,772 | $1.7M |
| Chris Bulman Inc | 0.76% | Add +1.7% | 51,506 | $1.7M |
| Capital Analysts, LLC | 0.05% | Reduce -0.5% | 51,219 | $1.7M |
| JT Stratford LLC | 0.21% | Add +37.1% | 48,940 | $1.6M |
| Rothschild Investment LLC | 0.09% | Add +3.0% | 48,400 | $1.6M |
| RiverTree Advisors, LLC | 1.02% | Add +62.6% | 47,864 | $1.6M |
| Integrity Alliance, Llc. | 0.06% | Add +15.4% | 47,408 | $1.6M |
| Triumph Capital Management | 0.34% | Reduce -18.9% | 46,964 | $1.6M |
| Gallagher Fiduciary Advisors, LLC | 0.05% | Reduce -2.1% | 46,800 | $1.6M |
| First Heartland Consultants, Inc. | 0.12% | Add +13.4% | 45,955 | $1.5M |
| Family Office Research LLC | 0.61% | New | 44,445 | $1.5M |
| CGN Advisors LLC | 0.12% | Add +48.8% | 44,343 | $1.5M |
| Red Reef Advisors LLC | 1.50% | — | 44,042 | $1.5M |
| Encompass More Asset Management | 0.26% | Add +19.5% | 42,460 | $1.4M |
| Brookwood Investment Group LLC | 0.17% | Reduce -0.7% | 42,318 | $1.4M |
| Palumbo Wealth Management LLC | 0.34% | Reduce -34.7% | 41,588 | $1.4M |
| Mgo One Seven LLC | 0.03% | Reduce -7.3% | 40,321 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +37.7% | 39,859 | $1.3M |
| Composition Wealth, LLC | 0.02% | No change | 39,853 | $1.3M |
| Wealth Advisory Solutions, LLC | 0.31% | Add +30.7% | 39,720 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.7% | 39,588 | $1.3M |
| Signaturefd, LLC | 0.02% | New | 39,356 | $1.3M |
| Prasad Wealth Partners, LLC | 0.35% | Add +6.5% | 38,939 | $1.3M |
| Claro Advisors Inc. | 0.17% | Add +16.9% | 38,299 | $1.3M |
| Stegent Equity Advisors, Inc. | 0.99% | Add +61.9% | 37,777 | $1.3M |
| GWN Securities Inc. | 0.24% | Add +25.6% | 35,873 | $1.2M |
| Blue Trust, Inc. | 0.01% | Reduce -3.1% | 34,556 | $1.2M |
| WPWealth LLP | 0.18% | Add +13.5% | 34,410 | $1.2M |
| Soltis Investment Advisors LLC | 0.08% | Add +23.0% | 34,092 | $1.1M |
| CFO4Life Group, LLC | 0.15% | Add +39.9% | 32,411 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Reduce -5.0% | 32,184 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Reduce -37.8% | 31,932 | $1.1M |
| Allworth Financial LP | 0.00% | Reduce -16.3% | 31,028 | $1.0M |
| Advisory Services Network, LLC | 0.01% | Add +46.6% | 29,457 | $987K |
| TopTier Wealth Management, LLC | 0.66% | — | 29,216 | $979K |
| Arkadios Wealth Advisors | 0.02% | Reduce -8.7% | 28,426 | $953K |
| Vantage Point Financial LLC | 0.34% | Add +35.0% | 28,361 | $950K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +86.3% | 28,142 | $943K |
| Madison Wealth Partners, Inc | 0.16% | Reduce -22.4% | 26,037 | $872K |
| Swmg, LLC | 0.23% | Reduce -6.8% | 24,945 | $841K |
| Snowden Capital Advisors LLC | 0.02% | New | 24,748 | $829K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +4.6% | 24,070 | $807K |
| Private Advisor Group, LLC | 0.00% | Add +206.2% | 23,449 | $786K |
| Balance Wealth Partners LLC | 0.25% | Add +2.0% | 23,001 | $771K |
| Columbia Advisory Partners LLC | 0.52% | Add +52.4% | 22,992 | $770K |
| BFI Wealth Solutions, LLC | 0.72% | — | 22,515 | $754K |
| Sequent Planning LLC | 0.19% | Reduce -15.3% | 21,837 | $732K |
| Smith, Moore & Co. | 0.06% | No change | 21,706 | $727K |
| Ritholtz Wealth Management | 0.01% | No change | 21,655 | $726K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -14.3% | 21,582 | $723K |
| Arete Wealth Advisors, LLC | 0.05% | Add +1.6% | 21,083 | $706K |
| Betterment LLC | 0.00% | Add +219.5% | 20,160 | $676K |
| CacheTech Inc. | 0.12% | New | 19,915 | $667K |
| Galvin, Gaustad & Stein, LLC | 0.05% | New | 19,657 | $659K |
| Integrated Wealth Management | 0.74% | — | 19,646 | $658K |
| Janney Montgomery Scott LLC | 0.00% | Add +83.8% | 19,613 | $657K |
| Core Wealth Advisors, Inc. | 0.17% | Add +0.8% | 19,545 | $655K |
| Sykon Capital LLC | 0.20% | Add +34.2% | 18,910 | $634K |
| Keystone Wealth Services, LLC | 0.13% | Add +8.3% | 18,519 | $621K |
| Stirlingshire Investments, Inc. | 0.53% | — | 17,946 | $601K |
| Advyzon Investment Management, LLC | 0.07% | Reduce -0.2% | 17,946 | $601K |
| Sonoma Allocations LLC | 0.20% | Reduce -15.4% | 17,805 | $601K |
| Pine Harbor Wealth Management, LLC | 0.18% | Add +51.5% | 17,918 | $600K |
| Disciplined Investments, LLC | 0.23% | New | 17,784 | $596K |
| Maia Wealth LLC | 0.10% | Reduce -2.7% | 17,634 | $593K |
| Syon Capital LLC | 0.03% | No change | 17,074 | $572K |
| Richard P Slaughter Associates Inc | 0.12% | Reduce -11.6% | 16,986 | $569K |
| Stephens Inc. | 0.01% | No change | 16,893 | $566K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Add +1.9% | 16,565 | $555K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -12.9% | 15,206 | $510K |
| Range Financial Group LLC | 0.17% | Add +70.0% | 14,996 | $503K |
| Insight Wealth Partners, LLC | 0.20% | Reduce -41.5% | 14,433 | $484K |
| Prospera Financial Services Inc | 0.01% | Add +61.7% | 14,129 | $473K |
| Vestia Personal Wealth Advisors | 0.24% | No change | 13,920 | $468K |
| Sugar Maple Asset Management, LLC | 0.30% | No change | 13,500 | $452K |
| ACT Advisors, LLC. | 0.18% | No change | 13,388 | $449K |
| PCA Investment Advisory Services Inc. | 0.15% | Reduce -1.0% | 12,520 | $420K |
| MBL Wealth, LLC | 0.03% | Reduce -10.4% | 12,500 | $419K |
| Sovereign Financial Group, Inc. | 0.07% | New | 12,132 | $407K |
| Wealth Management Partners, LLC | 0.11% | New | 11,544 | $387K |
| COFG Advisors, LLC | 0.09% | — | 11,442 | $383K |
| D.B. Root & Company, LLC | 0.09% | Reduce -0.1% | 11,215 | $376K |
| Kelly Financial Group LLC | 0.09% | Add +26.9% | 10,954 | $367K |
| Grant Street Asset Management, Inc. | 0.07% | Reduce -0.7% | 10,780 | $361K |
| Fortune Financial Group, Inc. | 0.35% | — | 10,000 | $360K |
| Financial Network Wealth Advisors LLC | 0.37% | Add +10.3% | 10,661 | $357K |
| IFP Advisors, Inc | 0.01% | Add +11.2% | 10,628 | $356K |
| Susquehanna International Group, LLP | 0.00% | New | 10,626 | $356K |
| Vista Investment Management | 0.12% | No change | 10,465 | $351K |
| Focus Partners Wealth | 0.00% | New | 10,250 | $343K |
| Bright Futures Wealth Management, LLC. | 0.25% | No change | 10,161 | $340K |
| Bellwether Advisors, LLC | 0.05% | New | 10,155 | $340K |
| Modern Wealth Management, LLC | 0.01% | No change | 10,138 | $340K |
| Ameriprise Financial Inc. | 0.00% | New | 10,064 | $337K |
| BLVD Private Wealth, LLC | 0.28% | Add +3.0% | 9,748 | $327K |
| First Commonwealth Financial Corp | 0.05% | No change | 9,557 | $320K |
| Cambridge Advisors Inc. | 0.06% | No change | 9,554 | $320K |
| Keating Financial Advisory Services, Inc. | 0.04% | — | 9,331 | $313K |
| Tradition Wealth Management, LLC | 0.02% | Add +7.0% | 9,074 | $304K |
| EverSource Wealth Advisors, LLC | 0.01% | New | 9,027 | $302K |
| Worth Asset Management, LLC | 0.13% | Add +17.6% | 8,975 | $301K |
| NBT Bank, N.A. | 0.02% | No change | 8,871 | $297K |
| Arax Advisory Partners | 0.01% | New | 8,746 | $293K |
| Money Concepts Capital Corp. | 0.02% | New | 8,613 | $289K |
| Morgan Stanley | 0.00% | Add +78.3% | 8,346 | $280K |
| Castle Wealth Management LLC | 0.09% | No change | 8,272 | $277K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | New | 8,150 | $273K |
| NWF Advisory Services Inc. | 0.03% | Add +31.0% | 8,013 | $269K |
| Virtue Capital Management, LLC | 0.04% | Add +186.8% | 7,798 | $262K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 7,799 | $261K |
| Tanglewood Legacy Advisors, LLC | 0.10% | New | 7,760 | $260K |
| WorthPointe, LLC | 0.07% | Reduce -0.8% | 7,601 | $255K |
| Nikulski Financial, Inc. | 0.06% | Reduce -1.3% | 7,600 | $255K |
| Lanark Financial, Inc. | 0.02% | No change | 7,459 | $250K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | New | 7,357 | $247K |
| Collaborative Wealth Managment Inc. | 0.09% | New | 7,251 | $243K |
| Continuum Advisory, LLC | 0.02% | Reduce -80.0% | 7,093 | $238K |
| 4J Wealth Management LLC | 0.14% | Reduce -95.2% | 7,036 | $236K |
| Signal Advisors Wealth, LLC | 0.02% | No change | 6,980 | $234K |
| Alaska Wealth Advisors, LLC | 0.03% | No change | 6,909 | $232K |
| Kestra Investment Management, LLC | 0.01% | New | 6,849 | $230K |
| Csenge Advisory Group | 0.01% | New | 6,748 | $226K |
| Elmwood Wealth Management, Inc. | 0.07% | Reduce -40.2% | 6,700 | $225K |
| Keystone Financial Group, Inc. | 0.12% | Reduce -42.2% | 6,648 | $223K |
| PFG Advisors | 0.01% | Reduce -83.2% | 6,395 | $214K |
| Optima Capital LLC | 0.09% | No change | 6,309 | $211K |
| Accurate Wealth Management, LLC | 0.03% | New | 6,130 | $206K |
| Quest Investment Management LLC | 0.02% | New | 6,142 | $206K |
| Capital Square, LLC | 0.10% | New | 6,086 | $204K |
| Alaska Permanent Capital Management, LLC | 0.01% | No change | 5,198 | $174K |
| Legacy Wealth Managment, LLC | 0.05% | Reduce -31.7% | 3,018 | $101K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | — | 2,680 | $90K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 2,508 | $84K |
| Caitlin John, LLC | 0.05% | Add +5.3% | 2,488 | $83K |
| WealthShield Partners, LLC | 0.01% | No change | 2,092 | $70K |
| Motiv8 Investments LLC | 0.02% | New | 1,300 | $44K |
| GGM Financial LLC | 0.02% | No change | 1,014 | $34K |
| Noble Wealth Management PBC | 0.02% | Reduce -16.7% | 1,000 | $34K |
| Benson Wealth Management INC | 0.03% | — | 923 | $31K |
| Larson Financial Group LLC | 0.00% | Reduce -4.9% | 564 | $19K |
| Gilpin Wealth Management, LLC | 0.01% | — | 550 | $18K |
| UBS Group AG | 0.00% | New | 397 | $13K |
| Global Retirement Partners, LLC | 0.00% | No change | 385 | $13K |
| PNC Financial Services Group, Inc. | 0.00% | New | 208 | $7K |
| MAI Capital Management | 0.00% | Reduce -35.7% | 184 | $6K |
| Bank of America Corp. | 0.00% | New | 100 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -14.6% | 94 | $3K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 58 | $2K |
| Clayton Financial Group LLC | 0.00% | New | 42 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 40 | $1K |
| Royal Bank of Canada | 0.00% | New | 32 | $1K |
| CIBC Private Wealth Group LLC | 0.00% | New | 17 | $570 |
"% of holder's portfolio" is BALT's weight in each manager's 13F, not the share of Inn Defined Wealth Shield the manager owns.