§ EQUITY
USDBALT
INN DEFINED WEALTH SHIELD
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
187 increased/new, 80 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Wealthquest Corp | 3.2M | n/a | +37% |
| RAYMOND JAMES FINANCIAL INC | 2.5M | 0.0% | +27% |
| OSAIC HOLDINGS, INC. | 2.5M | 0.1% | +1% |
| ENVESTNET ASSET MANAGEMENT INC | 1.9M | 0.0% | +74% |
| Cetera Investment Advisers | 1.6M | 0.1% | +4% |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 1.4M | 16.8% | +71% |
◇ AC INTELLIGENCE
Top institutional owners for BALT as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER99.3% · 267 holders
DEALER / BANK0.6% · 7 holders
INCOME / DEFENSIVE0.1% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for BALT in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention BALT yet.