BALT

Inn Defined Wealth Shield

Latest period2026 - Q1Total superinvestors276

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 276 superinvestors own shares of Inn Defined Wealth Shield (BALT), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Inn Defined Wealth Shield (BALT), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Inn Defined Wealth Shield (BALT) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Inn Defined Wealth Shield (BALT) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

Superinvestor	Portfolio %	Reported Value	Recent Activity
Rachel Jacobson@Raymond James Financial Inc Recent Activity Increased 27.15%	0.03%	$85.087M 2.543M shares@ 33.47 avg price	Increased 27.15%
Shawn Mihal@Osaic Holdings, Inc. Recent Activity Increased 0.92%	0.13%	$82.444M 2.463M shares@ 33.47 avg price	Increased 0.92%
Patrick Hayes@Wealthquest Corp Recent Activity	5.98%	$79.17M 2.363M shares@ 33.52 avg price
Sean P. Skuja@Envestnet Asset Management Inc Recent Activity Increased 74.38%	0.02%	$65.027M 1.943M shares@ 33.47 avg price	Increased 74.38%
Kristy Haley@Cetera Investment Advisers Recent Activity Increased 4.15%	0.06%	$53.288M 1.592M shares@ 33.47 avg price	Increased 4.15%
Dane Petty@Lee Johnson Capital Management, Llc Recent Activity Increased 70.69%	16.84%	$46.95M 1.403M shares@ 33.47 avg price	Increased 70.69%
Marc J. Pugsley@Foundations Investment Advisors, Llc Recent Activity Increased 14.13%	0.59%	$46.846M 1.4M shares@ 33.47 avg price	Increased 14.13%
Matthew Stolen@Kingsview Wealth Management, Llc Recent Activity Increased 14.75%	0.53%	$38.676M 1.156M shares@ 33.47 avg price	Increased 14.75%
Macy Ward@Reliant Wealth Planning Recent Activity Increased 2.89%	10.17%	$33.644M 1.005M shares@ 33.47 avg price	Increased 2.89%
Brandon Zatopek@Commonwealth Equity Services, Llc Recent Activity Decreased -14.61%	0.05%	$31.627M 945,077 shares@ 33.47 avg price	Decreased -14.61%

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