Is US LRG CP Pre Inc. Act-UsdBALIETF

13F holders, Q4 2024 (December 31)
60holders +43
42new positions
3sold out
$30.23avg. 13F price*

At the end of Q4 2024, 60 institutions reported holding Is US LRG CP Pre Inc. Act-Usd (BALI) in their 13F filings, up 43 from Q3 2024. 42 opened new positions and 3 sold out. The largest holders were Envestnet Asset Management Inc. ($24.0M), EWG Elevate Inc. ($19.7M) and LPL Financial LLC ($14.7M).

Company
Is US LRG CP Pre Inc. Act-Usd
Filed as
BLACKROCK ETF TRUST (Q4 2024)
CUSIP
09290C863
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 6Q1 2024Q2 2024: 12Q2 2024Q3 2024: 17Q3 2024Q4 2024: 60Q4 2024Q1 2025: 77Q1 2025Q2 2025: 83Q2 2025Q3 2025: 103Q3 2025Q4 2025: 128Q4 2025Q1 2026: 143Q1 2026Q2 2026: 179Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions42$68.5M
Exits3$329K

All 13F filers, Q3 2024 → Q4 2024: 3,837,031 shares bought and 100,200 shares sold, net +3,736,831 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 60 holders

Envestnet Asset Management Inc. 0.01% Add +5590.4% 792,324 $24.0M
EWG Elevate Inc. 6.00% Add +50.5% 650,652 $19.7M
LPL Financial LLC 0.01% New 487,257 $14.7M
Ameriprise Financial Inc. 0.00% New 474,210 $14.3M
BlackRock, Inc. 0.00% Add +0.4% 408,640 $12.4M
U.S. Capital Wealth Advisors, LLC 0.23% Add +303.5% 240,746 $7.3M
Osaic Holdings, Inc. 0.02% Add +78.6% 232,409 $6.9M
Cetera Investment Advisers 0.01% New 228,130 $6.9M
Commonwealth Equity Services, LLC 0.01% New 190,536 $5.8M
Morgan Stanley 0.00% Add +18295200.0% 182,953 $5.5M
Assetmark, Inc. 0.01% New 163,240 $4.9M
JPMorgan Chase & Co. 0.00% New 159,065 $4.8M
Patriot Financial Group Insurance Agency, LLC 0.52% Add +43.8% 128,638 $3.9M
Envestnet Portfolio Solutions, Inc. 0.01% New 89,848 $2.7M
MML Investors Services, LLC 0.01% New 61,460 $1.9M
Sanctuary Advisors, LLC 0.01% Add +120.9% 59,455 $1.8M
United Advisor Group, LLC 0.35% New 57,703 $1.7M
3EDGE Asset Management, LP 0.10% Reduce -58.4% 51,251 $1.6M
Beacon Financial Group 0.16% New 47,769 $1.4M
Semus Wealth Partners LLC 0.95% Add +62.7% 47,569 $1.4M
Park Avenue Securities LLC 0.01% New 41,623 $1.3M
Kelly Financial Services LLC 0.31% New 28,240 $854K
Atria Wealth Solutions, Inc. 0.01% New 22,555 $682K
JB Capital LLC 0.04% New 21,599 $653K
ShoreHaven Wealth Partners, LLC 0.29% New 20,294 $614K
Sheets Smith Wealth Management 0.07% Add +27.3% 18,145 $549K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% New 16,575 $501K
Susquehanna International Group, LLP 0.00% Reduce -39.6% 16,400 $496K
Maxwell Wealth Strategies Inc. 0.18% New 14,355 $434K
Concourse Financial Group Securities, Inc. 0.02% Add +0.0% 13,264 $413K
Independent Financial Group, LLC 0.01% New 13,308 $403K
Invst, LLC 0.05% New 12,446 $376K
Quadrant Private Wealth Management, LLC 0.08% New 11,062 $335K
OneDigital Investment Advisors LLC 0.00% Reduce -39.0% 10,407 $315K
Summit X, LLC 0.07% New 10,196 $308K
Triad Wealth Partners, LLC 0.10% New 9,536 $288K
Old Mission Capital LLC 0.01% New 9,113 $276K
Colonial Trust Co / SC 0.04% New 8,265 $250K
Willner & Heller, LLC 0.20% New 7,611 $230K
Detalus Advisors, LLC 0.07% New 7,508 $227K
Wick Capital Partners, LLC 0.06% New 6,916 $209K
SigFig Wealth Management, LLC 0.01% New 6,791 $206K
Orion Porfolio Solutions, LLC 0.00% New 6,687 $202K
Orion Portfolio Solutions, LLC 0.00% New 6,687 $202K
NewEdge Advisors, LLC 0.00% New 6,139 $186K
Icon Wealth Advisors, LLC 0.01% New 5,961 $180K
Synergy Investment Management, LLC 0.07% — 5,150 $156K
AE Wealth Management LLC 0.00% New 2,955 $89K
Fortitude Family Office, LLC 0.03% No change 2,669 $81K
Comerica Bank 0.00% New 2,461 $74K
LGT Financial Advisors LLC 0.13% New 1,966 $59K
Johnson Financial Group, Inc. 0.00% New 1,500 $46K
Global Retirement Partners, LLC 0.00% New 1,251 $38K
First Horizon Advisors, Inc. 0.00% New 1,014 $31K
PSI Advisors, LLC 0.01% New 612 $19K
Private Trust Co. NA 0.00% New 371 $11K
Golden State Wealth Management, LLC 0.00% — 338 $10K
MAI Capital Management 0.00% New 203 $6K
Royal Bank of Canada 0.00% New 169 $5K
Park Square Financial Group, LLC 0.00% — 50 $2K

"% of holder's portfolio" is BALI's weight in each manager's 13F, not the share of Is US LRG CP Pre Inc. Act-Usd the manager owns.