Is US LRG CP Pre Inc. Act-UsdBALIETF
13F holders, Q1 2026 (March 31)143holders +15
34new positions
15sold out
2famous investors
$30.84avg. 13F price*
At the end of Q1 2026, 143 institutions reported holding Is US LRG CP Pre Inc. Act-Usd (BALI) in their 13F filings, up 15 from Q4 2025. 34 opened new positions and 15 sold out. The largest holders were FMR LLC ($70.6M), Ameriprise Financial Inc. ($63.8M) and Envestnet Asset Management Inc. ($57.3M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Is US LRG CP Pre Inc. Act-Usd
- Filed as
- BLACKROCK ETF TRUST (Q1 2026)
- CUSIP
- 09290C863
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $47.0M |
| Exits | 15 | $9.2M |
All 13F filers, Q4 2025 → Q1 2026: 5,661,362 shares bought and 335,624 shares sold, net +5,325,738 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 143 holders
| FMR LLC | 0.00% | Add +32.2% | 2,292,516 | $70.6M |
| Ameriprise Financial Inc. | 0.01% | Add +15.2% | 2,073,163 | $63.8M |
| Envestnet Asset Management Inc. | 0.02% | Add +10.3% | 1,860,701 | $57.3M |
| LPL Financial LLC | 0.01% | Add +9.1% | 1,832,787 | $56.5M |
| Bank of America Corp. | 0.00% | Add +66.3% | 1,212,968 | $37.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +65.1% | 920,851 | $28.4M |
| Wells Fargo & Company | 0.01% | Add +219.8% | 884,235 | $27.2M |
| Avior Wealth Management, LLC | 0.62% | New | 712,602 | $22.0M |
| Cetera Investment Advisers | 0.02% | Add +9.1% | 639,187 | $19.7M |
| Patriot Financial Group Insurance Agency, LLC | 1.07% | Add +138.0% | 612,696 | $18.9M |
| Vestmark Advisory Solutions, Inc. | 0.18% | Reduce -0.7% | 524,311 | $16.2M |
| Osaic Holdings, Inc. | 0.02% | Add +26.2% | 484,377 | $14.9M |
| JPMorgan Chase & Co. | 0.00% | Add +46.9% | 451,579 | $13.6M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.74% | New | 366,000 | $11.3M |
| Morgan Stanley | 0.00% | Add +8.2% | 341,822 | $10.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.2% | 308,314 | $9.5M |
| Granite Bay Wealth Management, LLC | 2.02% | Reduce -1.6% | 307,411 | $9.5M |
| Assetmark, Inc. | 0.02% | Add +1.2% | 272,777 | $8.4M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +22.3% | 271,831 | $8.4M |
| U.S. Capital Wealth Advisors, LLC | 0.20% | Add +0.5% | 262,159 | $8.1M |
| Southern Capital Services Inc. | 4.57% | Reduce -0.0% | 230,649 | $7.1M |
| Equitable Holdings, Inc. | 0.04% | Add +36.0% | 182,859 | $5.8M |
| Cornerstone Wealth Group, LLC | 0.37% | Add +1428.0% | 178,208 | $5.8M |
| Diversify Wealth Management, LLC | 0.10% | Add +107.8% | 169,903 | $5.6M |
| MML Investors Services, LLC | 0.01% | Add +2.8% | 156,243 | $4.8M |
| Next Level Private LLC | 1.03% | Add +44.0% | 147,460 | $4.5M |
| Sanctuary Advisors, LLC | 0.02% | Add +6.3% | 122,864 | $3.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 105,446 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.8% | 102,631 | $3.2M |
| JB Capital LLC | 0.12% | Add +17.1% | 100,032 | $3.1M |
| Independent Financial Group, LLC | 0.07% | Add +17.5% | 96,157 | $3.0M |
| United Advisor Group, LLC | 0.36% | Add +30.8% | 94,811 | $2.9M |
| Sovran Advisors, LLC | 0.23% | Add +39.8% | 87,874 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Add +197.7% | 91,813 | $2.8M |
| Triad Wealth Partners, LLC | 0.21% | Add +29.9% | 87,434 | $2.7M |
| Semus Wealth Partners LLC | 1.48% | Add +2.7% | 86,194 | $2.7M |
| Park Avenue Securities LLC | 0.02% | Add +11.6% | 83,312 | $2.6M |
| CreativeOne Wealth, LLC | 0.06% | Add +4.7% | 79,617 | $2.5M |
| Drive Wealth Management, LLC | 0.51% | Add +20.6% | 77,731 | $2.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.13% | Add +13.2% | 71,247 | $2.2M |
| Founders Financial Alliance, LLC | 0.36% | Add +464.8% | 64,949 | $2.0M |
| Beacon Financial Group | 0.19% | Add +0.7% | 61,281 | $1.9M |
| Kelly Financial Services LLC | 0.44% | Add +8.7% | 58,476 | $1.8M |
| Flagship Private Wealth, LLC | 0.73% | Add +70.8% | 58,444 | $1.8M |
| First Horizon Corp. | 0.07% | New | 54,555 | $1.7M |
| Confluence Wealth Services, Inc. | 0.07% | Add +49.7% | 54,488 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +30.1% | 51,445 | $1.6M |
| Beto Financial Group, LLC | 0.88% | Add +141.7% | 45,016 | $1.5M |
| Cerity Partners LLC | 0.00% | New | 46,676 | $1.4M |
| Gotham Asset Management | 0.00% | No change | 46,143 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +27.5% | 45,083 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +8.4% | 40,996 | $1.3M |
| Sheets Smith Wealth Management | 0.14% | Reduce -4.3% | 39,847 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -19.5% | 37,851 | $1.2M |
| ShoreHaven Wealth Partners, LLC | 0.40% | Reduce -0.8% | 36,114 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +39.3% | 33,220 | $1.0M |
| Arkadios Wealth Advisors | 0.02% | Add +45.1% | 30,794 | $949K |
| Invst, LLC | 0.10% | Add +1.7% | 28,402 | $875K |
| BlackRock, Inc. | 0.00% | Add +0.6% | 28,014 | $863K |
| Snowden Capital Advisors LLC | 0.02% | Add +4.4% | 27,755 | $855K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 26,796 | $826K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +2.8% | 25,947 | $799K |
| Quadrant Private Wealth Management, LLC | 0.12% | Add +8.1% | 25,647 | $790K |
| Sunbelt Securities, Inc. | 0.04% | Add +25.8% | 20,846 | $642K |
| Dynasty Wealth Management, LLC | 0.01% | New | 19,645 | $605K |
| Integrated Advisors Network LLC | 0.03% | Add +22.7% | 19,356 | $596K |
| PMG Family Office LLC | 0.66% | Add +5.6% | 19,262 | $593K |
| Detalus Advisors, LLC | 0.13% | Add +4.5% | 18,492 | $570K |
| Mgo One Seven LLC | 0.01% | Add +4.3% | 18,007 | $555K |
| Perennial Investment Advisors, LLC | 0.04% | New | 17,626 | $543K |
| Synergy Investment Management, LLC | 0.18% | Add +18.6% | 17,520 | $540K |
| Citadel Advisors | 0.00% | New | 17,156 | $529K |
| Clarity Wealth Advisors, LLC | 0.11% | New | 17,000 | $524K |
| Skyline Advisors, Inc. | 0.18% | New | 16,813 | $518K |
| Wealth Quarterback LLC | 0.20% | Reduce -17.3% | 16,709 | $515K |
| Mariner, LLC | 0.00% | New | 15,625 | $481K |
| Embree Financial Group | 0.05% | Add +33.9% | 14,897 | $459K |
| Avantra Family Wealth, Inc. | 0.33% | Add +13.4% | 14,577 | $449K |
| Per Stirling Capital Management, LLC. | 0.05% | Add +14.6% | 14,446 | $445K |
| OneDigital Investment Advisors LLC | 0.00% | Add +26.6% | 14,310 | $441K |
| NorthRock Partners, LLC | 0.01% | Reduce -3.9% | 14,046 | $433K |
| Icon Wealth Advisors, LLC | 0.03% | New | 12,898 | $422K |
| Harbour Investments, Inc. | 0.01% | Add +0.0% | 13,650 | $421K |
| Creative Planning | 0.00% | No change | 13,342 | $411K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +79.9% | 13,175 | $406K |
| SigFig Wealth Management, LLC | 0.01% | Add +5.4% | 12,909 | $398K |
| Raymond James Financial Inc. | 0.00% | New | 12,685 | $391K |
| GeoWealth Management, LLC | 0.01% | Add +0.7% | 12,212 | $376K |
| Onyx Bridge Wealth Group LLC | 0.04% | Add +1.9% | 12,070 | $372K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +7.2% | 11,572 | $357K |
| Arwa LLC | 0.18% | New | 11,195 | $354K |
| Ehrlich Financial Group | 0.20% | Add +53.4% | 11,207 | $345K |
| NewEdge Advisors, LLC | 0.00% | Add +1.3% | 11,174 | $344K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.1% | 11,061 | $341K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -0.2% | 10,935 | $337K |
| Strategic Blueprint, LLC | 0.02% | Reduce -2.4% | 10,773 | $332K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 10,748 | $331K |
| Janney Montgomery Scott LLC | 0.00% | Add +28.0% | 10,451 | $322K |
| Security Financial Services, INC. | 0.05% | Add +7.9% | 10,446 | $322K |
| Vision Retirement, LLC | 0.09% | Reduce -21.3% | 10,408 | $321K |
| World Investment Advisors | 0.00% | Add +1.1% | 9,745 | $300K |
| Signet Financial Management, LLC | 0.03% | Add +11.9% | 9,385 | $289K |
| Atlas Private Wealth Advisors | 0.06% | New | 8,754 | $270K |
| Gateway Wealth Partners, LLC | 0.01% | New | 8,174 | $252K |
| Madison Wealth Partners, Inc | 0.04% | Reduce -2.6% | 8,038 | $248K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 7,643 | $235K |
| Fortis Advisors, LLC | 0.12% | New | 7,545 | $232K |
| Valicenti Advisory Services Inc. | 0.05% | New | 7,446 | $229K |
| Willner & Heller, LLC | 0.17% | Reduce -17.4% | 7,243 | $223K |
| Transamerica Financial Advisors, LLC | 0.02% | Add +63.5% | 7,182 | $221K |
| Transcendent Capital Group LLC | 0.10% | New | 7,011 | $216K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +0.3% | 6,818 | $210K |
| West Wealth Group, LLC | 0.04% | Reduce -2.0% | 6,620 | $204K |
| Spire Wealth Management | 0.01% | Add +113.0% | 6,042 | $186K |
| Arax Advisory Partners | 0.00% | Reduce -71.6% | 5,122 | $158K |
| IAG Wealth Partners, LLC | 0.02% | New | 4,796 | $148K |
| Fifth Third Bancorp | 0.00% | New | 4,067 | $125K |
| SHP Wealth Management | 0.01% | Add +2.9% | 4,021 | $124K |
| Essential Investment Partners LLC | 0.06% | No change | 2,192 | $68K |
| Bank of Montreal | 0.00% | New | 1,720 | $53K |
| AE Wealth Management LLC | 0.00% | Add +24.5% | 1,257 | $39K |
| Rossby Financial, LCC | 0.01% | Add +317.3% | 1,256 | $39K |
| Golden State Wealth Management, LLC | 0.00% | Add +2.5% | 667 | $21K |
| IFP Advisors, Inc | 0.00% | Reduce -19.9% | 628 | $19K |
| Advisory Services Network, LLC | 0.00% | New | 624 | $19K |
| Cornerstone Planning Group LLC | 0.00% | New | 579 | $19K |
| Royal Bank of Canada | 0.00% | Add +12.6% | 446 | $14K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 352 | $11K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 330 | $10K |
| MAI Capital Management | 0.00% | Reduce -40.5% | 220 | $7K |
| Private Trust Co. NA | 0.00% | No change | 208 | $7K |
| West Branch Capital LLC | 0.00% | New | 204 | $6K |
| Portfolio Resources Advisor Group, Inc. | 0.00% | New | 155 | $5K |
| UBS Group AG | 0.00% | Add +42.9% | 150 | $5K |
| Signature Equity Partners, LLC | 0.00% | New | 129 | $4K |
| Cwm, LLC | 0.00% | Add +72.9% | 121 | $4K |
| Eastern Bank | 0.00% | No change | 107 | $3K |
| Jones Financial Companies LLLP | 0.00% | New | 103 | $3K |
| International Assets Investment Management, LLC | 0.00% | New | 90 | $3K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 80 | $2K |
| Hantz Financial Services, Inc. | 0.00% | No change | 17 | $1K |
| CoreCap Advisors, LLC | 0.00% | No change | 12 | $370 |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 10 | $309 |
"% 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.