Who Owns INN DEFINED WEALTH SHIELD (BALT)? -- Institutional Holders (2026-06-30)

317 institutions reported holding $1.76B of INN DEFINED WEALTH SHIELD (BALT) in SEC 13F filings for 2026-06-30. Largest institutional holders: RAYMOND JAMES FINANCIAL INC ($94.5M), OSAIC HOLDINGS, INC. ($93.0M), Wealthquest Corp ($87.1M), LPL Financial LLC ($82.0M), ENVESTNET ASSET MANAGEMENT INC ($66.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1RAYMOND JAMES FINANCIAL INC$94.5M2.8MAdded
2OSAIC HOLDINGS, INC.$93.0M2.7MAdded
3Wealthquest Corp$87.1M2.5MTrimmed
4LPL Financial LLC$82.0M2.4MAdded
5ENVESTNET ASSET MANAGEMENT INC$66.5M1.9MTrimmed
6Cetera Investment Advisers$60.7M1.8MAdded
7Kingsview Wealth Management, LLC$47.5M1.4MAdded
8Foundations Investment Advisors, LLC$47.4M1.4MTrimmed
9COMMONWEALTH EQUITY SERVICES, LLC$42.4M1.2MAdded
10Reliant Wealth Planning$35.5M1.0MAdded
11Brookstone Capital Management$34.5M1.0MAdded
12Crown Wealth Group, LLC$33.5M978,870Added
13Compass Advisory Group LLC$31.2M910,105Added
14LEE JOHNSON CAPITAL MANAGEMENT, LLC$30.8M897,952Trimmed
15PTM WEALTH MANAGEMENT, LLC$29.3M853,198Added
16MTM FINANCIAL GROUP, LLC$27.0M788,610Added
17Kure Advisory, LLC$25.4M741,316Added
18NewEdge Advisors, LLC$24.6M716,670Added
19Clear Creek Financial Management, LLC$22.9M669,133Added
20AXXCESS WEALTH MANAGEMENT, LLC$22.3M651,904Added
21CENTAURUS FINANCIAL, INC.$21.3M620,618Added
22PERSONAL CFO SOLUTIONS, LLC$19.3M563,980Added
23Visionary Wealth Advisors$18.9M552,027Added
24Wealthcare Advisory Partners LLC$18.0M525,929Added
25NBZ Investment Advisors LLC$16.8M490,105Trimmed

Source: SEC Form 13F filings · as of 2026-06-30