Is US LRG CP Pre Inc. Act-UsdBALIETF
13F holders, Q3 2025 (September 30)103holders +20
27new positions
5sold out
$31.71avg. 13F price*
At the end of Q3 2025, 103 institutions reported holding Is US LRG CP Pre Inc. Act-Usd (BALI) in their 13F filings, up 20 from Q2 2025. 27 opened new positions and 5 sold out. The largest holders were Envestnet Asset Management Inc. ($50.3M), LPL Financial LLC ($40.2M) and Ameriprise Financial Inc. ($38.9M).
- Company
- Is US LRG CP Pre Inc. Act-Usd
- Filed as
- BLACKROCK ETF TRUST (Q3 2025)
- CUSIP
- 09290C863
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $18.0M |
| Exits | 5 | $315K |
All 13F filers, Q2 2025 → Q3 2025: 1,902,500 shares bought and 788,993 shares sold, net +1,113,507 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 103 holders
| Envestnet Asset Management Inc. | 0.01% | Add +4.8% | 1,585,012 | $50.3M |
| LPL Financial LLC | 0.01% | Add +25.4% | 1,267,617 | $40.2M |
| Ameriprise Financial Inc. | 0.01% | Add +11.5% | 1,226,644 | $38.9M |
| EWG Elevate Inc. | 7.30% | Add +0.5% | 735,843 | $23.4M |
| Cetera Investment Advisers | 0.02% | Add +17.0% | 526,391 | $16.7M |
| Vestmark Advisory Solutions, Inc. | 0.32% | Reduce -49.7% | 526,297 | $16.7M |
| Osaic Holdings, Inc. | 0.02% | Add +3.1% | 396,757 | $12.4M |
| Morgan Stanley | 0.00% | Add +3.9% | 307,963 | $9.8M |
| Bank of America Corp. | 0.00% | Add +71009.1% | 297,236 | $9.4M |
| JPMorgan Chase & Co. | 0.00% | Add +1.6% | 294,622 | $9.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -35.0% | 286,327 | $9.1M |
| Granite Bay Wealth Management, LLC | 2.31% | New | 279,052 | $8.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3991.7% | 275,578 | $8.7M |
| Assetmark, Inc. | 0.02% | Reduce -1.5% | 273,161 | $8.7M |
| U.S. Capital Wealth Advisors, LLC | 0.21% | Reduce -10.2% | 249,651 | $7.9M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +9.3% | 190,571 | $6.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.73% | Add +5.3% | 180,859 | $5.7M |
| MML Investors Services, LLC | 0.01% | Add +7.3% | 128,637 | $4.1M |
| Diversify Advisory Services, LLC | 0.12% | New | 113,933 | $3.6M |
| Sanctuary Advisors, LLC | 0.02% | Add +4.7% | 104,328 | $3.3M |
| HighTower Advisors, LLC | 0.00% | Add +30.5% | 101,622 | $3.2M |
| Integrated Advisors Network LLC | 0.12% | Add +0.1% | 91,774 | $2.9M |
| Semus Wealth Partners LLC | 1.41% | Add +25.6% | 78,401 | $2.5M |
| JB Capital LLC | 0.11% | Add +23.5% | 77,362 | $2.5M |
| Park Avenue Securities LLC | 0.02% | Add +7.7% | 77,305 | $2.5M |
| CreativeOne Wealth, LLC | 0.06% | Add +2.7% | 76,681 | $2.4M |
| United Advisor Group, LLC | 0.29% | Add +9.3% | 68,829 | $2.2M |
| Equitable Holdings, Inc. | 0.01% | Reduce -0.2% | 61,493 | $2.0M |
| Independent Financial Group, LLC | 0.05% | Add +11.2% | 60,065 | $1.9M |
| Beacon Financial Group | 0.18% | Reduce -0.5% | 59,118 | $1.9M |
| Triad Wealth Partners, LLC | 0.21% | Add +40.7% | 51,084 | $1.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.09% | Add +17.1% | 48,180 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -1.3% | 46,309 | $1.5M |
| Kelly Financial Services LLC | 0.38% | Add +19.8% | 46,109 | $1.5M |
| Sheets Smith Wealth Management | 0.15% | Reduce -3.1% | 42,199 | $1.3M |
| Confluence Wealth Services, Inc. | 0.06% | Add +0.0% | 37,933 | $1.2M |
| ShoreHaven Wealth Partners, LLC | 0.41% | Reduce -3.4% | 35,131 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +66.6% | 34,921 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +138.7% | 29,346 | $931K |
| Invst, LLC | 0.10% | Add +16.2% | 27,852 | $884K |
| BlackRock, Inc. | 0.00% | Reduce -69.2% | 25,438 | $807K |
| Sovran Advisors, LLC | 0.07% | New | 24,861 | $792K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -7.8% | 23,561 | $748K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +1.3% | 22,531 | $715K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 21,258 | $675K |
| Quadrant Private Wealth Management, LLC | 0.12% | Add +17.2% | 20,157 | $640K |
| PMG Family Office LLC | 0.71% | — | 20,082 | $637K |
| Susquehanna International Group, LLP | 0.00% | Add +50.2% | 17,841 | $566K |
| Wealth Quarterback LLC | 0.22% | Add +27.1% | 17,581 | $558K |
| Detalus Advisors, LLC | 0.14% | Add +4.6% | 16,513 | $524K |
| Private Advisor Group, LLC | 0.00% | Add +112.3% | 14,485 | $460K |
| Sunbelt Securities, Inc. | 0.03% | New | 13,388 | $425K |
| Creative Planning | 0.00% | Reduce -8.5% | 13,130 | $417K |
| Onyx Bridge Wealth Group LLC | 0.04% | Add +50.6% | 13,004 | $413K |
| Avantra Family Wealth, Inc. | 0.29% | New | 12,380 | $393K |
| Cornerstone Wealth Group, LLC | 0.03% | Reduce -2.8% | 12,316 | $391K |
| SigFig Wealth Management, LLC | 0.01% | Add +1.5% | 11,903 | $377K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.3% | 11,742 | $373K |
| OneDigital Investment Advisors LLC | 0.00% | Add +1.9% | 11,083 | $352K |
| NorthRock Partners, LLC | 0.01% | New | 10,836 | $344K |
| GeoWealth Management, LLC | 0.01% | New | 9,710 | $308K |
| Synergy Investment Management, LLC | 0.12% | New | 9,626 | $306K |
| Security Financial Services, INC. | 0.05% | New | 8,983 | $285K |
| Snowden Capital Advisors LLC | 0.01% | Add +6.3% | 8,528 | $271K |
| Founders Financial Alliance, LLC | 0.05% | New | 7,986 | $253K |
| Willner & Heller, LLC | 0.19% | Reduce -19.0% | 7,809 | $248K |
| Madison Wealth Partners, Inc | 0.05% | No change | 7,802 | $248K |
| LexAurum Advisors, LLC | 0.03% | New | 7,671 | $243K |
| Embree Financial Group | 0.03% | Add +5.0% | 7,442 | $236K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 7,280 | $231K |
| National Wealth Management Group, LLC | 0.08% | New | 7,034 | $223K |
| IFG Advisory, LLC | 0.01% | New | 6,892 | $219K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 6,820 | $216K |
| West Wealth Group, LLC | 0.05% | Reduce -1.5% | 6,749 | $211K |
| Tennessee Valley Asset Management Partners | 0.03% | New | 6,393 | $203K |
| Mgo One Seven LLC | 0.00% | New | 6,327 | $201K |
| Icon Wealth Advisors, LLC | 0.01% | Reduce -7.7% | 5,890 | $187K |
| Comerica Bank | 0.00% | No change | 4,034 | $128K |
| Royal Bank of Canada | 0.00% | Add +272.0% | 3,802 | $121K |
| Global Retirement Partners, LLC | 0.00% | Add +12.1% | 2,375 | $75K |
| Bank of Montreal | 0.00% | New | 1,744 | $55K |
| Harbour Investments, Inc. | 0.00% | New | 1,543 | $49K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1,500 | $48K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 1,372 | $44K |
| AE Wealth Management LLC | 0.00% | Reduce -66.6% | 1,010 | $32K |
| IFP Advisors, Inc | 0.00% | Add +3.9% | 874 | $28K |
| LGT Financial Advisors LLC | 0.05% | Reduce -79.4% | 692 | $22K |
| Golden State Wealth Management, LLC | 0.00% | Add +6.4% | 467 | $15K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +13.4% | 465 | $15K |
| Creekmur Asset Management LLC | 0.00% | New | 370 | $12K |
| Rossby Financial, LCC | 0.00% | Reduce -0.7% | 300 | $9K |
| Spire Wealth Management | 0.00% | Add +11.4% | 263 | $8K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 250 | $8K |
| MAI Capital Management | 0.00% | Add +1.9% | 216 | $7K |
| Smartleaf Asset Management LLC | 0.00% | New | 208 | $7K |
| Eastern Bank | 0.00% | Reduce -32.3% | 107 | $3K |
| Tortoise Investment Management, LLC | 0.00% | Add +2.0% | 104 | $3K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1.3% | 79 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 68 | $2K |
| Advisory Services Network, LLC | 0.00% | New | 48 | $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.