Is US LRG CP Pre Inc. Act-UsdBALIETF
13F holders, Q2 2026 (June 30)179holders +36
43new positions
6sold out
1famous investor
$33.82avg. 13F price*
At the end of Q2 2026, 179 institutions reported holding Is US LRG CP Pre Inc. Act-Usd (BALI) in their 13F filings, up 36 from Q1 2026. 43 opened new positions and 6 sold out. The largest holders were Envestnet Asset Management Inc. ($115.5M), LPL Financial LLC ($99.5M) and Ameriprise Financial Inc. ($69.0M). 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 (Q2 2026)
- CUSIP
- 09290C863
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $41.1M |
| Exits | 6 | $567K |
All 13F filers, Q1 2026 → Q2 2026: 9,025,589 shares bought and 1,016,094 shares sold, net +8,009,495 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 179 holders
| Envestnet Asset Management Inc. | 0.03% | Add +83.5% | 3,414,161 | $115.5M |
| LPL Financial LLC | 0.02% | Add +60.5% | 2,941,497 | $99.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -1.6% | 2,040,344 | $69.0M |
| FMR LLC | 0.00% | Reduce -20.7% | 1,818,179 | $61.5M |
| Bank of America Corp. | 0.00% | Add +47.7% | 1,791,732 | $60.6M |
| Cetera Investment Advisers | 0.04% | Add +92.1% | 1,227,887 | $41.5M |
| Wells Fargo & Company | 0.01% | Add +19.8% | 1,059,173 | $35.8M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +10.9% | 1,021,583 | $34.6M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.45% | Add +101.4% | 737,000 | $24.9M |
| Avior Wealth Management, LLC | 0.61% | Reduce -4.5% | 680,906 | $23.0M |
| Osaic Holdings, Inc. | 0.03% | Add +30.0% | 629,891 | $21.3M |
| Commonwealth Equity Services, LLC | 0.03% | Add +98.3% | 611,347 | $20.7M |
| JPMorgan Chase & Co. | 0.00% | Add +35.8% | 613,047 | $20.6M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Add +109.2% | 568,583 | $19.2M |
| Morgan Stanley | 0.00% | Add +64.4% | 561,949 | $19.0M |
| Vestmark Advisory Solutions, Inc. | 0.17% | No change | 524,311 | $17.7M |
| Assetmark, Inc. | 0.02% | Add +53.2% | 417,961 | $14.1M |
| Raymond James Financial Inc. | 0.00% | Add +2523.0% | 332,722 | $11.3M |
| Patriot Financial Group Insurance Agency, LLC | 1.12% | Reduce -47.5% | 321,436 | $10.9M |
| MML Investors Services, LLC | 0.02% | Add +102.9% | 317,087 | $10.7M |
| Granite Bay Wealth Management, LLC | 0.97% | Add +1.1% | 310,798 | $10.5M |
| Decker Wealth Management LLC | 2.21% | New | 306,848 | $10.4M |
| Arax Advisory Partners | 0.07% | Add +5827.4% | 303,602 | $10.3M |
| Diversify Advisory Services, LLC | 0.14% | New | 247,864 | $8.3M |
| Diversify Wealth Management, LLC | 0.14% | Add +45.9% | 247,864 | $8.3M |
| Equitable Holdings, Inc. | 0.05% | Add +32.4% | 242,173 | $8.2M |
| Southern Capital Services Inc. | 4.26% | Reduce -2.7% | 224,445 | $7.6M |
| Next Level Private LLC | 1.30% | Add +32.8% | 195,796 | $6.6M |
| Cornerstone Wealth Group, LLC | 0.36% | Add +1.4% | 180,670 | $6.1M |
| JB Capital LLC | 0.20% | Add +68.3% | 168,381 | $5.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +1474.6% | 164,563 | $5.6M |
| Park Avenue Securities LLC | 0.03% | Add +91.4% | 159,441 | $5.4M |
| Sanctuary Advisors, LLC | 0.02% | Add +27.8% | 157,022 | $5.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.24% | Add +100.3% | 142,708 | $4.8M |
| Keeler Thomas Management LLC | 1.46% | New | 122,118 | $4.1M |
| CreativeOne Wealth, LLC | 0.08% | Add +38.5% | 110,274 | $3.7M |
| Triad Wealth Partners, LLC | 0.22% | Add +23.6% | 108,036 | $3.7M |
| HighTower Advisors, LLC | 0.00% | Add +3.5% | 106,187 | $3.6M |
| Independent Financial Group, LLC | 0.07% | Add +9.8% | 105,580 | $3.6M |
| United Advisor Group, LLC | 0.38% | Add +11.3% | 105,576 | $3.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 105,446 | $3.6M |
| Semus Wealth Partners LLC | 1.51% | Add +7.2% | 92,395 | $3.1M |
| Kelly Financial Services LLC | 0.60% | Add +41.3% | 82,596 | $2.8M |
| Beacon Financial Group | 0.25% | Add +34.7% | 82,531 | $2.8M |
| Fiduciary Financial Advisors | 0.28% | New | 81,581 | $2.8M |
| Drive Wealth Management, LLC | 0.49% | Add +3.8% | 80,714 | $2.7M |
| Flagship Private Wealth, LLC | 0.93% | Add +32.8% | 77,637 | $2.6M |
| Royal Bank of Canada | 0.00% | Add +17044.6% | 76,465 | $2.6M |
| 3EDGE Asset Management, LP | 0.11% | New | 74,096 | $2.5M |
| Arwa LLC | 1.03% | Add +550.6% | 72,833 | $2.5M |
| Private Advisor Group, LLC | 0.01% | Add +56.0% | 70,321 | $2.4M |
| Founders Financial Alliance, LLC | 0.31% | Add +7.6% | 69,909 | $2.4M |
| Simplicity Wealth,LLC | 0.08% | New | 67,464 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +70.6% | 64,579 | $2.2M |
| ShoreHaven Wealth Partners, LLC | 0.67% | Add +73.9% | 62,796 | $2.1M |
| Cerity Partners LLC | 0.00% | Add +32.8% | 62,004 | $2.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +71.1% | 56,840 | $1.9M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +36.8% | 56,074 | $1.9M |
| First Horizon Corp. | 0.07% | No change | 54,555 | $1.8M |
| Gotham Asset Management | 0.00% | Add +16.7% | 53,838 | $1.8M |
| Sovran Advisors, LLC | 0.13% | Reduce -39.2% | 53,394 | $1.8M |
| Beto Financial Group, LLC | 0.88% | Add +10.8% | 49,855 | $1.7M |
| Confluence Wealth Services, Inc. | 0.05% | Reduce -14.3% | 46,679 | $1.6M |
| Invst, LLC | 0.15% | Add +58.4% | 44,997 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -13.7% | 44,403 | $1.5M |
| Quadrant Private Wealth Management, LLC | 0.32% | Add +64.8% | 42,279 | $1.4M |
| Sheets Smith Wealth Management | 0.14% | Add +0.6% | 40,089 | $1.4M |
| First National Bank & Trust Co. of Newtown | 0.27% | New | 39,425 | $1.3M |
| Embree Financial Group | 0.12% | Add +146.9% | 36,783 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +36.7% | 36,628 | $1.2M |
| Integrated Advisors Network LLC | 0.06% | Add +86.0% | 35,996 | $1.2M |
| Detalus Advisors, LLC | 0.22% | Add +79.5% | 33,188 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Add +172.6% | 30,456 | $1.0M |
| BlackRock, Inc. | 0.00% | Add +8.6% | 30,408 | $1.0M |
| GTS Securities LLC | 0.02% | New | 27,639 | $935K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -0.8% | 27,527 | $931K |
| Synergy Investment Management, LLC | 0.22% | Add +55.5% | 27,238 | $921K |
| Skyline Advisors, Inc. | 0.28% | Add +57.9% | 26,544 | $898K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -1.5% | 25,560 | $865K |
| Avantra Family Wealth, Inc. | 0.52% | Add +63.9% | 23,890 | $808K |
| NorthRock Partners, LLC | 0.01% | Add +51.0% | 21,213 | $718K |
| RDA Financial Network | 0.15% | New | 20,913 | $707K |
| Dynasty Wealth Management, LLC | 0.01% | Add +5.1% | 20,643 | $698K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +83.8% | 20,332 | $688K |
| Susquehanna International Group, LLP | 0.00% | Reduce -77.9% | 20,295 | $687K |
| Transamerica Financial Advisors, LLC | 0.06% | Add +182.1% | 20,261 | $685K |
| PMG Family Office LLC | 0.63% | Add +4.1% | 20,044 | $678K |
| V2 Financial group LLC | 0.25% | New | 19,943 | $675K |
| OneDigital Investment Advisors LLC | 0.01% | Add +35.9% | 19,442 | $658K |
| Ehrlich Financial Group | 0.33% | Add +70.0% | 19,058 | $645K |
| SigFig Wealth Management, LLC | 0.02% | Add +46.1% | 18,861 | $634K |
| Perennial Investment Advisors, LLC | 0.04% | Add +5.4% | 18,576 | $628K |
| Kingsview Wealth Management, LLC | 0.01% | New | 17,772 | $601K |
| GeoWealth Management, LLC | 0.02% | Add +43.8% | 17,559 | $594K |
| Mariner, LLC | 0.00% | Add +10.9% | 17,327 | $586K |
| Clarity Wealth Advisors, LLC | 0.10% | Add +1.2% | 17,200 | $582K |
| Mgo One Seven LLC | 0.01% | Reduce -8.9% | 16,402 | $555K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +21.5% | 16,012 | $542K |
| Security Financial Services, INC. | 0.07% | Add +52.0% | 15,881 | $537K |
| Harbour Investments, Inc. | 0.01% | Add +13.8% | 15,531 | $525K |
| Per Stirling Capital Management, LLC. | 0.05% | Add +4.2% | 15,046 | $509K |
| United Capital Financial Advisors, LLC | 0.00% | New | 15,027 | $509K |
| Wealth Quarterback LLC | 0.16% | Reduce -10.8% | 14,903 | $504K |
| Summit Financial, LLC | 0.01% | New | 14,900 | $504K |
| Creative Planning | 0.00% | Add +11.4% | 14,860 | $503K |
| Arkadios Wealth Advisors | 0.01% | Reduce -52.7% | 14,561 | $493K |
| Encompass More Asset Management | 0.07% | New | 13,779 | $466K |
| Strategic Blueprint, LLC | 0.02% | Add +24.0% | 13,363 | $452K |
| Fortis Advisors, LLC | 0.21% | Add +73.7% | 13,108 | $443K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +18.1% | 12,916 | $437K |
| Two West Capital Advisors LLC | 0.22% | New | 12,895 | $434K |
| Onyx Bridge Wealth Group LLC | 0.04% | Add +2.4% | 12,365 | $418K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +79.2% | 12,215 | $413K |
| World Investment Advisors | 0.01% | Add +25.3% | 12,207 | $395K |
| Vision Retirement, LLC | 0.09% | Add +6.8% | 11,121 | $376K |
| Wealth Alliance, LLC | 0.03% | New | 11,028 | $373K |
| Atlas Private Wealth Advisors | 0.08% | Add +22.3% | 10,704 | $362K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -18.2% | 10,553 | $357K |
| LifeGoal Investments, LLC | 0.15% | New | 9,999 | $338K |
| Valicenti Advisory Services Inc. | 0.06% | Add +27.9% | 9,522 | $322K |
| Advyzon Investment Management, LLC | 0.02% | New | 9,503 | $321K |
| Redhawk Wealth Advisors, Inc. | 0.03% | New | 8,947 | $303K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 8,830 | $299K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -22.3% | 8,353 | $283K |
| Collaborative Wealth Managment Inc. | 0.12% | New | 8,300 | $281K |
| IFG Advisory, LLC | 0.01% | New | 8,272 | $280K |
| Truist Financial Corp. | 0.00% | New | 8,266 | $280K |
| West Wealth Group, LLC | 0.05% | Add +24.7% | 8,254 | $279K |
| Calamos Wealth Management LLC | 0.01% | New | 8,040 | $272K |
| Madison Wealth Partners, Inc | 0.03% | No change | 8,038 | $272K |
| Elevation Point Wealth Partners, LLC | 0.00% | Add +2.5% | 7,836 | $265K |
| Silverlake Wealth Management LLC | 0.05% | New | 7,814 | $264K |
| Tennessee Valley Asset Management Partners | 0.03% | New | 7,739 | $262K |
| Town Capital LLC | 0.16% | New | 7,415 | $251K |
| Transcendent Capital Group LLC | 0.09% | No change | 7,011 | $237K |
| Lockerman Financial Group, Inc. | 0.35% | New | 6,772 | $229K |
| Willner & Heller, LLC | 0.14% | Reduce -11.7% | 6,397 | $216K |
| Gateway Wealth Partners, LLC | 0.01% | Reduce -23.2% | 6,277 | $212K |
| Fifth Third Bancorp | 0.00% | Add +47.4% | 5,995 | $203K |
| Oregon Pacific Wealth Management, LLC | 0.19% | New | 5,968 | $202K |
| Estate Counselors, LLC | 0.02% | New | 5,913 | $200K |
| Harborfront Financial Group LLC | 0.70% | — | 5,456 | $185K |
| IAG Wealth Partners, LLC | 0.02% | No change | 4,796 | $162K |
| Farther Finance Advisors, LLC | 0.00% | New | 4,394 | $149K |
| Spire Wealth Management | 0.00% | Reduce -33.0% | 4,048 | $137K |
| SHP Wealth Management | 0.01% | Reduce -3.6% | 3,877 | $131K |
| Global Retirement Partners, LLC | 0.00% | — | 3,098 | $105K |
| Bank of Montreal | 0.00% | Add +55.5% | 2,675 | $90K |
| Rockefeller Capital Management L.P. | 0.00% | New | 2,440 | $83K |
| Essential Investment Partners LLC | 0.06% | No change | 2,192 | $74K |
| Rossby Financial, LCC | 0.01% | Add +57.9% | 1,983 | $67K |
| Aptus Capital Advisors, LLC | 0.00% | Add +410.8% | 1,798 | $61K |
| AE Wealth Management LLC | 0.00% | Add +30.3% | 1,638 | $55K |
| Bessemer Group Inc. | 0.00% | New | 1,528 | $52K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -87.5% | 1,445 | $49K |
| US Bancorp \de | 0.00% | New | 1,108 | $37K |
| IFP Advisors, Inc | 0.00% | Add +32.2% | 830 | $28K |
| Qube Research & Technologies Ltd | 0.00% | New | 803 | $27K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.9% | 680 | $23K |
| Private Trust Co. NA | 0.00% | Add +135.1% | 489 | $17K |
| MCF Advisors LLC | 0.00% | New | 332 | $11K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 330 | $11K |
| Vanguard Advisers Inc. | 0.00% | New | 329 | $11K |
| Larson Financial Group LLC | 0.00% | New | 300 | $10K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | New | 300 | $10K |
| Portfolio Resources Advisor Group, Inc. | 0.01% | Add +81.3% | 281 | $10K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -66.3% | 195 | $7K |
| Signature Equity Partners, LLC | 0.00% | Add +18.6% | 153 | $5K |
| International Assets Investment Management, LLC | 0.00% | Add +66.7% | 150 | $5K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 148 | $5K |
| Compass Financial Management LLC | 0.00% | — | 116 | $4K |
| Continuum Advisory, LLC | 0.00% | New | 92 | $3K |
| Meramec Financial Planners, LLC | 0.00% | New | 92 | $3K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 80 | $3K |
| Hantz Financial Services, Inc. | 0.00% | No change | 17 | $1K |
| UBS Group AG | 0.00% | Reduce -82.7% | 26 | $880 |
| CoreCap Advisors, LLC | 0.00% | No change | 12 | $406 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 10 | $339 |
| Colonial Trust Co / SC | 0.00% | New | 6 | $203 |
"% 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.