BALT — Innovator Defined Wealth Shield ETF
Price · 2024-08-26 → 2026-08-21
499 daily closes shownAnonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2021-07-01.
Performance
Technicals
Largest institutional holders
| manager | value | shares |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 85.1M | 2.5M |
| OSAIC HOLDINGS, INC. | 82.4M | 2.5M |
| Wealthquest Corp | 79.2M | 2.4M |
| ENVESTNET ASSET MANAGEMENT INC | 65.0M | 1.9M |
| Cetera Investment Advisers | 53.3M | 1.6M |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 47.0M | 1.4M |
| Foundations Investment Advisors, LLC | 46.8M | 1.4M |
| Kingsview Wealth Management, LLC | 38.7M | 1.2M |
| Reliant Wealth Planning | 33.6M | 1.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | 31.6M | 945.1K |
13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →
Short selling
This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →
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