BALT · Insider trading · 13F holders · Congress trades
Innovator Etfs Trust (BALT)
Who is buying and selling BALT: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 85
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
BALT at a glance
- No open-market insider purchases or sales of BALT were filed in the last 90 days.
- 85 13F filers hold BALT among their 50 largest positions, worth $848.7M combined. The biggest bets by portfolio weight are Ptm Wealth Management, LLC (13.1%), Kure Advisory, LLC (12.4%) and Mtm Financial Group, LLC (11.6%). In their latest 13Fs, 3 managers opened a new position and 29 added to one.
- No member of Congress has disclosed a trade in BALT.
BALT insider trading
No open-market insider purchases or sales of BALT were filed in the last 90 days.
Who owns BALT? Hedge funds and superinvestors
85 13F filers hold BALT among their 50 largest positions, worth $848.7M combined. The biggest bets by portfolio weight are Ptm Wealth Management, LLC (13.1%), Kure Advisory, LLC (12.4%) and Mtm Financial Group, LLC (11.6%). In their latest 13Fs, 3 managers opened a new position and 29 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Wealthquest CorpWealth manager | 5.5% | $87.1M | 2,542,279 | +7.6% shares | Q2 2026 |
| Kingsview Wealth Management, LLCWealth manager | 0.6% | $47.5M | 1,385,648 | +19.9% shares | Q2 2026 |
| Crown Wealth Group, LLCWealth manager | 9.2% | $37.3M | 1,066,604 | +9.0% shares | Q3 2026 |
| Reliant Wealth PlanningWealth manager | 9.8% | $35.5M | 1,037,015 | +3.1% shares | Q2 2026 |
| Compass Advisory Group LLCWealth manager | 7.4% | $31.2M | 910,105 | +5.9% shares | Q2 2026 |
| Ptm Wealth Management, LLCWealth manager | 13.1% | $30.8M | 878,714 | +3.0% shares | Q3 2026 |
| Lee Johnson Capital Management, LLCWealth manager | 9.6% | $30.8M | 897,952 | -36.0% shares | Q2 2026 |
| Mtm Financial Group, LLCWealth manager | 11.6% | $27.0M | 788,610 | +0.1% shares | Q2 2026 |
| Kure Advisory, LLCWealth manager | 12.4% | $26.9M | 768,852 | +3.7% shares | Q3 2026 |
| Axxcess Wealth Management, LLCWealth manager | 0.9% | $22.1M | 632,164 | — | Q3 2026 |
| Centaurus Financial, Inc.Wealth manager | 0.8% | $21.3M | 620,618 | +28.4% shares | Q2 2026 |
| Personal Cfo Solutions, LLCWealth manager | 2.8% | $19.3M | 563,980 | +2.5% shares | Q2 2026 |
| Visionary Wealth AdvisorsWealth manager | 0.7% | $18.9M | 552,027 | +8.5% shares | Q2 2026 |
| NBZ Investment Advisors LLCWealth manager | 6.6% | $16.8M | 490,105 | -0.0% shares | Q2 2026 |
| CRA Financial Services, LLCWealth manager | 1.8% | $16.6M | 474,487 | +4.1% shares | Q3 2026 |
| ATX Financial Planning, LLCWealth manager | 10.5% | $16.5M | 470,855 | +34.6% shares | Q3 2026 |
| Glen Eagle Advisors, LLCWealth manager | 2.1% | $16.3M | 474,726 | +15.6% shares | Q2 2026 |
| Sunbelt Securities, Inc.Wealth manager | 1.0% | $15.7M | 467,920 | +2.2% shares | Q1 2026 |
| Marshall Financial Group, LLCWealth manager | 2.2% | $15.2M | 444,697 | — | Q2 2026 |
| Bellars Harris Wealth Management, LLCWealth manager | 3.0% | $14.6M | 426,335 | — | Q2 2026 |
| Strategic Blueprint, LLCWealth manager | 0.7% | $14.2M | 406,006 | +2.4% shares | Q3 2026 |
| Stratos Wealth Advisors, LLCWealth manager | 0.7% | $12.0M | 350,216 | +0.5% shares | Q2 2026 |
| Prasad Wealth Partners, LLCWealth manager | 2.9% | $11.9M | 347,970 | +688.7% shares | Q2 2026 |
| Laurel Oak Wealth Management, LLCWealth manager | 1.6% | $11.6M | 331,311 | +9.0% shares | Q3 2026 |
| Long Island Wealth Management, Inc.Wealth manager | 4.5% | $11.5M | 329,207 | +15.4% shares | Q3 2026 |
| Archer Investment CorpWealth manager | 2.2% | $11.3M | 328,877 | +6.6% shares | Q2 2026 |
| Central Valley Advisors, LLCWealth manager | 3.0% | $11.1M | 318,788 | +1.5% shares | Q3 2026 |
| Triad Wealth Partners, LLCWealth manager | 0.6% | $9.9M | 284,676 | +23.1% shares | Q3 2026 |
| Dominguez Wealth Management Solutions, Inc.Wealth manager | 5.4% | $9.7M | 278,181 | +2.1% shares | Q3 2026 |
| Woodard & Co Asset Management Group Inc /advAsset manager | 1.4% | $9.5M | 276,044 | -3.1% shares | Q2 2026 |
The 30 largest of 85 positions, by value. Each manager counts with its latest 13F (Q3 2026: 53, Q2 2026: 31, Q1 2026: 1). Screen BALT in the grand portfolio →
BALT stock trades by members of Congress
No member of Congress has disclosed a trade in BALT.
BALT questions and answers
Are insiders buying BALT stock?
No open-market insider purchases or sales of BALT were filed in the last 90 days.
Which hedge funds own BALT?
85 13F filers hold BALT among their 50 largest positions, worth $848.7M combined. The biggest bets by portfolio weight are Ptm Wealth Management, LLC (13.1%), Kure Advisory, LLC (12.4%) and Mtm Financial Group, LLC (11.6%). In their latest 13Fs, 3 managers opened a new position and 29 added to one.
Has Congress traded BALT?
No member of Congress has disclosed a trade in BALT.
Who is the largest holder of BALT?
Among 13F filers, Wealthquest Corp reports the largest BALT position, $87.1M (2,542,279 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Ptm Wealth Management, LLC's: 13.1% of its portfolio.
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