Is US LRG CP Pre Inc. Act-UsdBALIETF
13F holders, Q1 2025 (March 31)77holders +17
25new positions
5sold out
$28.78avg. 13F price*
At the end of Q1 2025, 77 institutions reported holding Is US LRG CP Pre Inc. Act-Usd (BALI) in their 13F filings, up 17 from Q4 2024. 25 opened new positions and 5 sold out. The largest holders were Ameriprise Financial Inc. ($31.4M), Envestnet Asset Management Inc. ($26.3M) and EWG Elevate Inc. ($19.3M).
- Company
- Is US LRG CP Pre Inc. Act-Usd
- Filed as
- BLACKROCK ETF TRUST (Q1 2025)
- CUSIP
- 09290C863
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $19.7M |
| Exits | 5 | $2.3M |
All 13F filers, Q4 2024 → Q1 2025: 1,901,000 shares bought and 108,905 shares sold, net +1,792,095 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 77 holders
| Ameriprise Financial Inc. | 0.01% | Add +130.1% | 1,091,310 | $31.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +15.2% | 912,457 | $26.3M |
| EWG Elevate Inc. | 7.31% | Add +3.0% | 670,262 | $19.3M |
| LPL Financial LLC | 0.01% | Add +17.7% | 573,364 | $16.5M |
| BlackRock, Inc. | 0.00% | Add +0.2% | 409,529 | $11.8M |
| Vestmark Advisory Solutions, Inc. | 0.25% | New | 341,409 | $9.8M |
| Cetera Investment Advisers | 0.01% | Add +15.1% | 262,582 | $7.6M |
| U.S. Capital Wealth Advisors, LLC | 0.23% | Add +7.3% | 258,237 | $7.4M |
| Osaic Holdings, Inc. | 0.02% | Add +9.8% | 255,058 | $7.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +31.8% | 251,072 | $7.2M |
| JPMorgan Chase & Co. | 0.00% | Add +19.6% | 190,310 | $5.5M |
| Morgan Stanley | 0.00% | Reduce -9.2% | 166,202 | $4.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.63% | Add +26.4% | 162,659 | $4.7M |
| Assetmark, Inc. | 0.01% | Reduce -3.3% | 157,900 | $4.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +5.8% | 95,047 | $2.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +15.0% | 68,359 | $2.0M |
| MML Investors Services, LLC | 0.01% | Add +7.0% | 65,790 | $1.9M |
| Semus Wealth Partners LLC | 1.20% | Add +26.0% | 59,926 | $1.7M |
| United Advisor Group, LLC | 0.35% | Add +3.0% | 59,453 | $1.7M |
| Integrated Advisors Network LLC | 0.08% | New | 56,657 | $1.6M |
| Independent Financial Group, LLC | 0.04% | Add +239.7% | 45,204 | $1.3M |
| Park Avenue Securities LLC | 0.02% | Add +7.7% | 44,846 | $1.3M |
| Sheets Smith Wealth Management | 0.16% | Add +143.4% | 44,161 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | New | 44,118 | $1.3M |
| Beacon Financial Group | 0.14% | Reduce -7.7% | 44,091 | $1.3M |
| Confluence Wealth Services, Inc. | 0.07% | New | 38,030 | $1.0M |
| Kelly Financial Services LLC | 0.33% | Add +18.3% | 33,402 | $962K |
| Susquehanna International Group, LLP | 0.00% | Add +95.5% | 32,065 | $923K |
| JB Capital LLC | 0.05% | Add +35.4% | 29,246 | $842K |
| HighTower Advisors, LLC | 0.00% | New | 27,537 | $793K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Add +62.1% | 26,868 | $768K |
| Goldman Sachs Group Inc. | 0.00% | New | 25,587 | $737K |
| Jane Street Group, LLC | 0.00% | New | 24,850 | $715K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +9.8% | 24,753 | $713K |
| Sequoia Financial Advisors, LLC | 0.01% | New | 24,219 | $697K |
| Gladstone Institutional Advisory LLC | 0.03% | New | 21,014 | $605K |
| Triad Wealth Partners, LLC | 0.15% | Add +77.8% | 16,954 | $488K |
| Embree Financial Group | 0.08% | New | 16,205 | $467K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +115.5% | 14,409 | $415K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +115.5% | 14,409 | $415K |
| Creative Planning | 0.00% | New | 14,355 | $413K |
| Invst, LLC | 0.05% | Add +9.3% | 13,597 | $391K |
| ShoreHaven Wealth Partners, LLC | 0.18% | Reduce -35.5% | 13,080 | $377K |
| Quadrant Private Wealth Management, LLC | 0.09% | Add +11.9% | 12,384 | $357K |
| Detalus Advisors, LLC | 0.11% | Add +57.2% | 11,802 | $340K |
| OneDigital Investment Advisors LLC | 0.00% | Add +1.3% | 10,539 | $303K |
| Summit X, LLC | 0.06% | Add +1.7% | 10,370 | $299K |
| Willner & Heller, LLC | 0.27% | Add +34.8% | 10,260 | $295K |
| Integrated Wealth Concepts LLC | 0.00% | New | 10,150 | $292K |
| Snowden Capital Advisors LLC | 0.01% | New | 9,041 | $260K |
| Onyx Bridge Wealth Group LLC | 0.04% | New | 8,484 | $244K |
| SigFig Wealth Management, LLC | 0.01% | Add +21.8% | 8,268 | $237K |
| Madison Wealth Partners, Inc | 0.06% | New | 7,802 | $225K |
| WJ Wealth Management, LLC | 0.08% | New | 7,400 | $213K |
| Cornerstone Wealth Group, LLC | 0.02% | New | 7,348 | $212K |
| NewEdge Advisors, LLC | 0.00% | Add +6.4% | 6,533 | $188K |
| Synergy Investment Management, LLC | 0.08% | Add +22.2% | 6,293 | $181K |
| Icon Wealth Advisors, LLC | 0.01% | Add +1.0% | 6,020 | $173K |
| AE Wealth Management LLC | 0.00% | Reduce -0.4% | 2,944 | $85K |
| Fortitude Family Office, LLC | 0.03% | No change | 2,669 | $77K |
| Comerica Bank | 0.00% | Reduce -1.5% | 2,424 | $70K |
| LGT Financial Advisors LLC | 0.17% | Reduce -2.2% | 1,923 | $55K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1,500 | $43K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -11.5% | 897 | $26K |
| PSI Advisors, LLC | 0.01% | Add +23.4% | 755 | $22K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 700 | $20K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 446 | $13K |
| Private Trust Co. NA | 0.00% | No change | 371 | $11K |
| Cornerstone Planning Group LLC | 0.00% | New | 377 | $10K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.9% | 341 | $10K |
| Bogart Wealth, LLC | 0.00% | New | 264 | $8K |
| IFP Advisors, Inc | 0.00% | New | 235 | $7K |
| MAI Capital Management | 0.00% | Add +1.0% | 205 | $6K |
| Rossby Financial, LCC | 0.00% | New | 90 | $3K |
| Park Square Financial Group, LLC | 0.00% | No change | 50 | $1K |
| FMR LLC | 0.00% | New | 3 | $86 |
| Wells Fargo & Company | 0.00% | New | 1 | $17 |
"% 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.