Is US LRG CP Pre Inc. Act-UsdBALIETF
13F holders, Q4 2025 (December 31)128holders +25
28new positions
8sold out
1famous investor
$31.69avg. 13F price*
At the end of Q4 2025, 128 institutions reported holding Is US LRG CP Pre Inc. Act-Usd (BALI) in their 13F filings, up 25 from Q3 2025. 28 opened new positions and 8 sold out. The largest holders were Ameriprise Financial Inc. ($57.0M), FMR LLC ($54.9M) and Envestnet Asset Management Inc. ($53.5M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Is US LRG CP Pre Inc. Act-Usd
- Filed as
- BLACKROCK ETF TRUST (Q4 2025)
- CUSIP
- 09290C863
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $19.3M |
| Exits | 8 | $481K |
All 13F filers, Q3 2025 → Q4 2025: 5,054,018 shares bought and 156,023 shares sold, net +4,897,995 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 128 holders
| Ameriprise Financial Inc. | 0.01% | Add +46.7% | 1,799,648 | $57.0M |
| FMR LLC | 0.00% | Add +43339550.0% | 1,733,586 | $54.9M |
| Envestnet Asset Management Inc. | 0.02% | Add +6.5% | 1,687,701 | $53.5M |
| LPL Financial LLC | 0.01% | Add +32.6% | 1,680,474 | $53.2M |
| Bank of America Corp. | 0.00% | Add +145.5% | 729,603 | $23.1M |
| Cetera Investment Advisers | 0.02% | Add +11.3% | 586,133 | $18.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +102.4% | 557,668 | $17.7M |
| Vestmark Advisory Solutions, Inc. | 0.23% | Add +0.3% | 527,823 | $16.7M |
| Osaic Holdings, Inc. | 0.02% | Reduce -3.3% | 383,702 | $12.2M |
| Morgan Stanley | 0.00% | Add +2.6% | 315,989 | $10.0M |
| Granite Bay Wealth Management, LLC | 2.40% | Add +12.0% | 312,422 | $9.9M |
| JPMorgan Chase & Co. | 0.00% | Add +4.4% | 307,508 | $9.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.4% | 290,395 | $9.2M |
| Wells Fargo & Company | 0.00% | Add +27648600.0% | 276,487 | $8.8M |
| Assetmark, Inc. | 0.02% | Reduce -1.4% | 269,460 | $8.5M |
| U.S. Capital Wealth Advisors, LLC | 0.22% | Add +4.5% | 260,770 | $8.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.97% | Add +42.4% | 257,451 | $8.2M |
| Southern Capital Services Inc. | 4.61% | — | 230,738 | $7.3M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +16.6% | 222,268 | $7.0M |
| MML Investors Services, LLC | 0.01% | Add +18.2% | 152,055 | $4.8M |
| Equitable Holdings, Inc. | 0.03% | Add +118.6% | 134,419 | $4.3M |
| Sanctuary Advisors, LLC | 0.02% | Add +10.7% | 115,535 | $3.7M |
| Diversify Advisory Services, LLC | 0.11% | Reduce -4.0% | 109,401 | $3.5M |
| HighTower Advisors, LLC | 0.00% | Add +3.9% | 105,575 | $3.3M |
| Prevail Innovative Wealth Advisors, LLC | 0.58% | New | 102,684 | $3.3M |
| Next Level Private LLC | 0.85% | New | 102,414 | $3.2M |
| JB Capital LLC | 0.11% | Add +10.5% | 85,464 | $2.7M |
| Semus Wealth Partners LLC | 1.43% | Add +7.0% | 83,905 | $2.7M |
| Diversify Wealth Management, LLC | 0.12% | New | 81,773 | $2.6M |
| Independent Financial Group, LLC | 0.06% | Add +36.2% | 81,813 | $2.6M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -0.8% | 76,048 | $2.4M |
| Park Avenue Securities LLC | 0.02% | Reduce -3.4% | 74,656 | $2.4M |
| United Advisor Group, LLC | 0.29% | Add +5.3% | 72,493 | $2.3M |
| Triad Wealth Partners, LLC | 0.20% | Add +31.8% | 67,306 | $2.1M |
| Drive Wealth Management, LLC | 0.40% | New | 64,461 | $2.1M |
| Sovran Advisors, LLC | 0.17% | Add +152.9% | 62,880 | $2.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.12% | Add +30.6% | 62,936 | $2.0M |
| Beacon Financial Group | 0.19% | Add +2.9% | 60,852 | $1.9M |
| Kelly Financial Services LLC | 0.43% | Add +16.6% | 53,778 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +34.6% | 47,020 | $1.5M |
| Gotham Asset Management | 0.01% | New | 46,143 | $1.5M |
| Sheets Smith Wealth Management | 0.14% | Reduce -1.3% | 41,642 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +86.0% | 39,536 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -18.4% | 37,805 | $1.2M |
| Confluence Wealth Services, Inc. | 0.05% | Reduce -4.0% | 36,407 | $1.2M |
| ShoreHaven Wealth Partners, LLC | 0.41% | Add +3.6% | 36,403 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +144.1% | 35,358 | $1.1M |
| Flagship Private Wealth, LLC | 0.43% | New | 34,209 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +72.9% | 30,846 | $977K |
| Old Mission Capital LLC | 0.04% | New | 29,088 | $922K |
| Invst, LLC | 0.10% | Add +0.3% | 27,933 | $885K |
| BlackRock, Inc. | 0.00% | Add +9.4% | 27,841 | $882K |
| Snowden Capital Advisors LLC | 0.02% | Add +211.6% | 26,577 | $848K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +12.0% | 25,240 | $800K |
| Quadrant Private Wealth Management, LLC | 0.12% | Add +17.8% | 23,737 | $757K |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.2% | 23,849 | $756K |
| Arkadios Wealth Advisors | 0.01% | New | 21,221 | $672K |
| Wealth Quarterback LLC | 0.23% | Add +14.9% | 20,193 | $640K |
| Beto Financial Group, LLC | 0.41% | — | 18,622 | $603K |
| PMG Family Office LLC | 0.67% | Reduce -9.2% | 18,237 | $582K |
| Arax Advisory Partners | 0.02% | New | 18,035 | $571K |
| Detalus Advisors, LLC | 0.14% | Add +7.2% | 17,694 | $561K |
| Mgo One Seven LLC | 0.01% | Add +173.0% | 17,270 | $547K |
| Sunbelt Securities, Inc. | 0.04% | Add +23.8% | 16,568 | $525K |
| Integrated Advisors Network LLC | 0.02% | Reduce -82.8% | 15,771 | $500K |
| Synergy Investment Management, LLC | 0.17% | Add +53.5% | 14,777 | $468K |
| NorthRock Partners, LLC | 0.01% | Add +34.9% | 14,621 | $463K |
| Harbour Investments, Inc. | 0.01% | Add +784.3% | 13,645 | $432K |
| Edge Financial Advisors LLC | 0.18% | New | 13,608 | $431K |
| Creative Planning | 0.00% | Add +1.6% | 13,342 | $423K |
| Vision Retirement, LLC | 0.11% | — | 13,229 | $419K |
| Avantra Family Wealth, Inc. | 0.30% | Add +3.9% | 12,857 | $407K |
| Per Stirling Capital Management, LLC. | 0.04% | New | 12,603 | $399K |
| SigFig Wealth Management, LLC | 0.01% | Add +2.9% | 12,252 | $388K |
| GeoWealth Management, LLC | 0.01% | Add +24.9% | 12,124 | $384K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 11,907 | $377K |
| Onyx Bridge Wealth Group LLC | 0.04% | Reduce -8.9% | 11,846 | $375K |
| Cornerstone Wealth Group, LLC | 0.03% | Reduce -5.3% | 11,663 | $369K |
| Founders Financial Alliance, LLC | 0.07% | Add +44.0% | 11,500 | $364K |
| OneDigital Investment Advisors LLC | 0.00% | Add +2.0% | 11,306 | $358K |
| Embree Financial Group | 0.04% | Add +49.5% | 11,122 | $352K |
| Strategic Blueprint, LLC | 0.02% | New | 11,038 | $350K |
| NewEdge Advisors, LLC | 0.00% | Reduce -6.1% | 11,026 | $349K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +50.5% | 10,956 | $347K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2220.7% | 10,791 | $342K |
| Security Financial Services, INC. | 0.05% | Add +7.8% | 9,680 | $307K |
| World Investment Advisors | 0.01% | New | 9,637 | $305K |
| Willner & Heller, LLC | 0.20% | Add +12.3% | 8,771 | $278K |
| Signet Financial Management, LLC | 0.03% | New | 8,386 | $266K |
| Madison Wealth Partners, Inc | 0.05% | Add +5.8% | 8,254 | $261K |
| Janney Montgomery Scott LLC | 0.00% | New | 8,162 | $259K |
| Jane Street Group, LLC | 0.00% | Reduce -73.7% | 7,720 | $245K |
| National Wealth Management Group, LLC | 0.08% | Add +7.1% | 7,533 | $239K |
| OpenArc Corporate Advisory, LLC | 0.00% | — | 7,323 | $232K |
| Ehrlich Financial Group | 0.13% | New | 7,308 | $232K |
| IFG Advisory, LLC | 0.01% | Add +0.2% | 6,904 | $219K |
| Hilltop Holdings Inc. | 0.01% | New | 6,834 | $216K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -0.3% | 6,799 | $215K |
| West Wealth Group, LLC | 0.04% | Add +0.1% | 6,754 | $214K |
| Harborfront Financial Group LLC | 1.53% | — | 6,491 | $206K |
| Clear Creek Financial Management, LLC | 0.02% | New | 6,400 | $203K |
| Truist Financial Corp. | 0.00% | New | 6,385 | $202K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +220.3% | 4,394 | $140K |
| Comerica Bank | 0.00% | Reduce -2.0% | 3,954 | $125K |
| SHP Wealth Management | 0.01% | — | 3,909 | $124K |
| Kestra Advisory Services, LLC | 0.00% | New | 3,008 | $95K |
| Spire Wealth Management | 0.00% | Add +978.7% | 2,837 | $90K |
| Global Retirement Partners, LLC | 0.00% | Reduce -5.1% | 2,254 | $71K |
| Essential Investment Partners LLC | 0.07% | — | 2,192 | $69K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1,500 | $48K |
| SageView Advisory Group, LLC | 0.00% | New | 1,130 | $36K |
| AE Wealth Management LLC | 0.00% | No change | 1,010 | $32K |
| IFP Advisors, Inc | 0.00% | Reduce -10.3% | 784 | $25K |
| Rockefeller Capital Management L.P. | 0.00% | New | 706 | $22K |
| Golden State Wealth Management, LLC | 0.00% | Add +39.4% | 651 | $21K |
| Royal Bank of Canada | 0.00% | Reduce -89.6% | 396 | $13K |
| MAI Capital Management | 0.00% | Add +71.3% | 370 | $12K |
| Aptus Capital Advisors, LLC | 0.00% | Add +40.8% | 352 | $11K |
| Farther Finance Advisors, LLC | 0.00% | New | 332 | $11K |
| Rossby Financial, LCC | 0.00% | Add +0.3% | 301 | $10K |
| Private Trust Co. NA | 0.00% | New | 208 | $7K |
| Eastern Bank | 0.00% | No change | 107 | $3K |
| UBS Group AG | 0.00% | New | 105 | $3K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +2.5% | 81 | $3K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 80 | $3K |
| Cwm, LLC | 0.00% | New | 70 | $2K |
| Hantz Financial Services, Inc. | 0.00% | No change | 17 | $1K |
| CoreCap Advisors, LLC | 0.00% | New | 12 | $380 |
"% 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.