BALT Innovator Defined Wealth Shield ETF
BATSBALT Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
BALT Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Not enough fundamentals data to compute this ratio group yet.
Financial Health Debt, liquidity, solvency — balance sheet strength
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Not enough fundamentals data to compute this ratio group yet.
value · ≈ 5Y avg · industry median · verdict relative to median
Institutional owners (13F) 322 filers · $1.8B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 41 (-5 vs prior Q) | 20 (-1 vs prior Q) | 142 (+17 vs prior Q) | 80 (+2 vs prior Q) | +4.0M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $94,517,434 | 2,758,023 | 5.20% | Shares |
| OSAIC HOLDINGS, INC. | $92,978,320 | 2,713,137 | 5.11% | Shares |
| Wealthquest Corp | $87,123,901 | 2,542,279 | 4.79% | Shares |
| LPL Financial LLC | $81,997,343 | 2,392,686 | 4.51% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $66,474,161 | 1,939,719 | 3.65% | Shares |
| Cetera Investment Advisers | $60,667,329 | 1,770,275 | 3.34% | Shares |
| Kingsview Wealth Management, LLC | $47,486,157 | 1,385,648 | 2.61% | Shares |
| Foundations Investment Advisors, LLC | $47,395,075 | 1,382,990 | 2.61% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $42,383,860 | 1,236,763 | 2.33% | Shares |
| Crown Wealth Group, LLC | $37,277,792 | 1,066,604 | 2.05% | Shares |
| Reliant Wealth Planning | $35,538,504 | 1,037,015 | 1.95% | Shares |
| Compass Advisory Group LLC | $31,189,301 | 910,105 | 1.71% | Shares |
| PTM WEALTH MANAGEMENT, LLC | $30,816,495 | 878,714 | 1.69% | Shares |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | $30,772,815 | 897,952 | 1.69% | Shares |
| Kure Advisory, LLC | $26,871,379 | 768,852 | 1.48% | Shares |
| CWM, LLC | $24,958,694 | 745,815 | 1.37% | Shares |
| Brookstone Capital Management | $24,662,782 | 705,659 | 1.36% | Shares |
| NewEdge Advisors, LLC | $24,560,283 | 716,670 | 1.35% | Shares |
| Clear Creek Financial Management, LLC | $22,931,188 | 669,133 | 1.26% | Shares |
| AXXCESS WEALTH MANAGEMENT, LLC | $22,094,132 | 632,164 | 1.21% | Shares |
| PERSONAL CFO SOLUTIONS, LLC | $19,327,584 | 563,980 | 1.06% | Shares |
| Visionary Wealth Advisors | $18,917,966 | 552,027 | 1.04% | Shares |
| Orion Portfolio Solutions, LLC | $18,607,775 | 592,982 | 1.02% | Shares |
| Wealthcare Advisory Partners LLC | $18,199,131 | 520,719 | 1.00% | Shares |
| NBZ Investment Advisors LLC | $16,795,898 | 490,105 | 0.92% | Shares |
| CRA Financial Services, LLC | $16,583,316 | 474,487 | 0.91% | Shares |
| ATX Financial Planning, LLC | $16,456,366 | 470,855 | 0.90% | Shares |
| Glen Eagle Advisors, LLC | $16,268,860 | 474,726 | 0.89% | Shares |
| Sunbelt Securities, Inc. | $15,658,950 | 467,920 | 0.86% | Shares |
| Marshall Financial Group, LLC | $15,239,766 | 444,697 | 0.84% | Shares |
| AE Wealth Management LLC | $14,642,637 | 427,273 | 0.81% | Shares |
| HARBOUR INVESTMENTS, INC. | $14,517,080 | 423,609 | 0.80% | Shares |
| Strategic Blueprint, LLC | $14,189,904 | 406,006 | 0.78% | Shares |
| Orion Porfolio Solutions, LLC | $13,045,321 | 380,663 | 0.72% | Shares |
| Stratos Wealth Advisors, LLC | $12,001,909 | 350,216 | 0.66% | Shares |
| Prasad Wealth Partners, LLC | $11,924,932 | 347,970 | 0.66% | Shares |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $11,579,319 | 331,311 | 0.64% | Shares |
| Long Island Wealth Management, Inc. | $11,505,785 | 329,207 | 0.63% | Shares |
| World Investment Advisors | $11,325,850 | 334,371 | 0.62% | Shares |
| Archer Investment Corp | $11,270,624 | 328,877 | 0.62% | Shares |
| CENTRAL VALLEY ADVISORS, LLC | $11,141,647 | 318,788 | 0.61% | Shares |
| Kestra Advisory Services, LLC | $11,137,555 | 324,994 | 0.61% | Shares |
| CreativeOne Wealth, LLC | $10,365,030 | 302,452 | 0.57% | Shares |
| Mutual Advisors, LLC | $10,196,625 | 297,538 | 0.56% | Shares |
| OneDigital Investment Advisors LLC | $10,040,836 | 292,992 | 0.55% | Shares |
| Triad Wealth Partners, LLC | $9,949,426 | 284,676 | 0.55% | Shares |
| Dominguez Wealth Management Solutions, Inc. | $9,722,426 | 278,181 | 0.53% | Shares |
| Ausdal Financial Partners, Inc. | $9,554,485 | 278,800 | 0.53% | Shares |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $9,460,011 | 276,044 | 0.52% | Shares |
| Broussard Financial Group LLC | $9,424,198 | 269,648 | 0.52% | Shares |
My Metrics Your personal watchlist — selected rows from Full Fundamentals
Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.
Your selection is saved and follows you across all tickers.