BALT INN DEFINED WEALTH SHIELD
2026Q2 · CUSIP 45783Y855 · Sector: Other
Fund flows are within the usual range
289 funds held BALT at the end of 2026Q2, up 13 from the quarter before. Fund flows are within the usual range — nothing unusual. BALT has had 7 buying rushes in its history. It sits in the Other sector.
How many funds owned it, quarter by quarter
Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.
What happened after each past buying rush 7 times in its history
| Quarter of the rush | How unusual then | Price, next 3 months | Price, next 6 months |
|---|---|---|---|
| 2025Q4 | Top 20% | — | — |
| 2025Q3 | Top 20% | — | — |
| 2025Q1 | Top 5% | — | — |
| 2024Q2 | Top 20% | — | — |
| 2022Q4 | Top 20% | — | — |
| 2022Q2 | Top 20% | — | — |
| 2022Q1 | Top 20% | — | — |
These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.
Show all the numbers (large funds, value held, options…) ▾ Collapse ▴
These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.
8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.
Email me the next update
2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.