Guru Ownership Trend
Guru Analysis for Innovator Defined Wealth Shield ETF (BALT)
Innovator Defined Wealth Shield ETF (BALT), a key player in the Market sector, continues to attract institutional attention.
As of Q3 2025, a total of 1 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $372,948.3.
Top institutional holders include Cliff Asness.
Institutional sentiment is currently Neutral. Capital flow remained balanced this quarter with no significant net changes.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.00% | 11,070 | $363,317 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Innovator Defined Wealth Shield ETF (BALT)
Major holders include Cliff Asness ($363,317). According to the latest reported data, 1 tracked investment managers collectively hold approximately 11,070 shares.
No tracked managers reduced or fully exited their positions in BALT during the most recent reporting period.
No tracked managers opened new positions or increased their holdings in BALT during the most recent reporting period.