Is US LRG CP Pre Inc. Act-UsdBALIETF
13F holders, Q2 2025 (June 30)83holders +6
14new positions
8sold out
$30.11avg. 13F price*
At the end of Q2 2025, 83 institutions reported holding Is US LRG CP Pre Inc. Act-Usd (BALI) in their 13F filings, up 6 from Q1 2025. 14 opened new positions and 8 sold out. The largest holders were Envestnet Asset Management Inc. ($45.6M), Ameriprise Financial Inc. ($33.1M) and Vestmark Advisory Solutions, Inc. ($31.5M).
- Company
- Is US LRG CP Pre Inc. Act-Usd
- Filed as
- BLACKROCK ETF TRUST (Q2 2025)
- CUSIP
- 09290C863
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $3.4M |
| Exits | 8 | $1.2M |
All 13F filers, Q1 2025 → Q2 2025: 3,328,424 shares bought and 420,181 shares sold, net +2,908,243 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 83 holders
| Envestnet Asset Management Inc. | 0.01% | Add +65.8% | 1,512,958 | $45.6M |
| Ameriprise Financial Inc. | 0.01% | Add +0.8% | 1,100,552 | $33.1M |
| Vestmark Advisory Solutions, Inc. | 0.46% | Add +206.7% | 1,046,952 | $31.5M |
| LPL Financial LLC | 0.01% | Add +76.2% | 1,010,490 | $30.4M |
| EWG Elevate Inc. | 6.79% | Add +9.2% | 731,859 | $22.0M |
| Cetera Investment Advisers | 0.02% | Add +71.3% | 449,832 | $13.5M |
| Commonwealth Equity Services, LLC | 0.02% | Add +75.3% | 440,154 | $13.3M |
| Osaic Holdings, Inc. | 0.02% | Add +50.9% | 384,989 | $11.6M |
| Morgan Stanley | 0.00% | Add +78.3% | 296,275 | $8.9M |
| JPMorgan Chase & Co. | 0.00% | Add +52.4% | 290,031 | $8.7M |
| U.S. Capital Wealth Advisors, LLC | 0.24% | Add +7.6% | 277,949 | $8.4M |
| Assetmark, Inc. | 0.02% | Add +75.7% | 277,345 | $8.4M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +83.4% | 174,325 | $5.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.59% | Add +5.6% | 171,827 | $5.2M |
| MML Investors Services, LLC | 0.01% | Add +82.3% | 119,940 | $3.6M |
| Sanctuary Advisors, LLC | 0.02% | Add +45.8% | 99,661 | $3.0M |
| Integrated Advisors Network LLC | 0.12% | Add +61.8% | 91,667 | $2.8M |
| BlackRock, Inc. | 0.00% | Reduce -79.9% | 82,494 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Add +182.8% | 77,863 | $2.3M |
| CreativeOne Wealth, LLC | 0.06% | New | 74,681 | $2.2M |
| Park Avenue Securities LLC | 0.02% | Add +60.1% | 71,785 | $2.2M |
| United Advisor Group, LLC | 0.33% | Add +5.9% | 62,944 | $1.9M |
| JB Capital LLC | 0.09% | Add +114.1% | 62,626 | $1.9M |
| Semus Wealth Partners LLC | 1.22% | Add +4.2% | 62,434 | $1.9M |
| Equitable Holdings, Inc. | 0.02% | Add +39.6% | 61,603 | $1.9M |
| Beacon Financial Group | 0.19% | Add +34.7% | 59,402 | $1.8M |
| Independent Financial Group, LLC | 0.04% | Add +19.5% | 54,021 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +93.8% | 46,930 | $1.4M |
| Sheets Smith Wealth Management | 0.15% | Reduce -1.4% | 43,561 | $1.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | Add +53.1% | 41,128 | $1.2M |
| Kelly Financial Services LLC | 0.34% | Add +15.2% | 38,486 | $1.2M |
| Confluence Wealth Services, Inc. | 0.06% | Reduce -0.3% | 37,920 | $1.1M |
| ShoreHaven Wealth Partners, LLC | 0.45% | Add +178.1% | 36,372 | $1.1M |
| Triad Wealth Partners, LLC | 0.22% | Add +114.1% | 36,298 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +151.8% | 25,557 | $770K |
| Invst, LLC | 0.09% | Add +76.3% | 23,967 | $722K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +5.9% | 22,246 | $670K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +45.4% | 20,957 | $631K |
| Summit X, LLC | 0.10% | Add +71.3% | 17,763 | $535K |
| Quadrant Private Wealth Management, LLC | 0.11% | Add +38.9% | 17,202 | $518K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -31.7% | 16,899 | $509K |
| Detalus Advisors, LLC | 0.14% | Add +33.8% | 15,791 | $475K |
| Creative Planning | 0.00% | No change | 14,355 | $432K |
| Wealth Quarterback LLC | 0.20% | New | 13,830 | $416K |
| Cornerstone Wealth Group, LLC | 0.03% | Add +72.4% | 12,668 | $381K |
| Jane Street Group, LLC | 0.00% | Reduce -50.5% | 12,295 | $370K |
| NewEdge Advisors, LLC | 0.00% | Add +82.2% | 11,902 | $358K |
| Susquehanna International Group, LLP | 0.00% | Reduce -63.0% | 11,881 | $358K |
| SigFig Wealth Management, LLC | 0.01% | Add +41.9% | 11,731 | $351K |
| OneDigital Investment Advisors LLC | 0.00% | Add +3.1% | 10,871 | $327K |
| Willner & Heller, LLC | 0.24% | Reduce -6.0% | 9,641 | $290K |
| Onyx Bridge Wealth Group LLC | 0.03% | Add +1.8% | 8,633 | $260K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -11.3% | 8,022 | $242K |
| Madison Wealth Partners, Inc | 0.05% | No change | 7,802 | $235K |
| Embree Financial Group | 0.03% | Reduce -56.3% | 7,086 | $213K |
| West Wealth Group, LLC | 0.05% | New | 6,852 | $209K |
| Private Advisor Group, LLC | 0.00% | New | 6,823 | $205K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +862.1% | 6,735 | $203K |
| High Falls Advisors, Inc | 0.04% | New | 6,665 | $201K |
| Icon Wealth Advisors, LLC | 0.01% | Add +6.0% | 6,384 | $192K |
| Comerica Bank | 0.00% | Add +66.4% | 4,034 | $121K |
| LGT Financial Advisors LLC | 0.26% | Add +74.8% | 3,361 | $101K |
| AE Wealth Management LLC | 0.00% | Add +2.8% | 3,027 | $91K |
| Fortitude Family Office, LLC | 0.03% | No change | 2,669 | $80K |
| Global Retirement Partners, LLC | 0.00% | — | 2,119 | $64K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1,500 | $45K |
| First Horizon Advisors, Inc. | 0.00% | Add +35.3% | 1,214 | $37K |
| Royal Bank of Canada | 0.00% | New | 1,022 | $31K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 999 | $30K |
| IFP Advisors, Inc | 0.00% | Add +257.9% | 841 | $25K |
| Golden State Wealth Management, LLC | 0.00% | Add +28.7% | 439 | $13K |
| Bank of America Corp. | 0.00% | New | 418 | $13K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -8.1% | 410 | $12K |
| Rossby Financial, LCC | 0.00% | Add +235.6% | 302 | $9K |
| Aptus Capital Advisors, LLC | 0.00% | New | 250 | $8K |
| Spire Wealth Management | 0.00% | New | 236 | $7K |
| MAI Capital Management | 0.00% | Add +3.4% | 212 | $6K |
| Eastern Bank | 0.00% | New | 158 | $5K |
| Tortoise Investment Management, LLC | 0.00% | New | 102 | $3K |
| Park Square Financial Group, LLC | 0.00% | Add +76.0% | 88 | $3K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 78 | $2K |
| Raymond James Financial Inc. | 0.00% | New | 33 | $994 |
| Wells Fargo & Company | 0.00% | No change | 1 | $21 |
"% 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.