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Blackrock Advantage Large Cap Income ETF (BALI) Institutional Ownership

Blackrock Advantage Large Cap Income ETF logo
$30.11 -0.05 (-0.17%)
As of 07/11/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Blackrock Advantage Large Cap Income ETF (NYSEARCA:BALI)

Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$154.36M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$3.04M
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BALI Institutional Buying and Selling by Quarter

Blackrock Advantage Large Cap Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2025 Beacon Financial Group59,402$1.79M0.2%+34.7%0.509%
6/27/2025Goldman Sachs Group Inc.25,587$737K0.0%N/A0.241%
6/3/2025Invst LLC13,597$391K0.1%+9.2%1.259%
5/19/2025Jane Street Group LLC24,850$715K0.0%N/A2.301%
5/16/2025Goldman Sachs Group Inc.25,587$737K0.0%N/A2.369%
5/16/2025NewEdge Advisors LLC6,533$188K0.0%+6.4%0.605%
5/16/2025Integrated Wealth Concepts LLC10,150$292K0.0%N/A0.940%
5/13/2025Vestmark Advisory Solutions Inc.341,409$9.83M0.3%N/A31.612%
5/13/2025HighTower Advisors LLC27,537$793K0.0%N/A2.550%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors26,868$768K0.1%+62.1%2.488%
5/9/2025Atria Wealth Solutions Inc.24,753$713K0.0%+9.7%2.292%
5/7/2025LPL Financial LLC573,364$16.51M0.0%+17.7%53.089%
5/7/2025Semus Wealth Partners LLC59,926$1.73M1.2%+26.0%5.549%
5/6/2025Assetmark Inc.157,900$4.55M0.0%-3.3%14.620%
5/6/2025ShoreHaven Wealth Partners LLC13,080$377K0.2%-35.5%1.211%
5/6/2025Cetera Investment Advisers262,582$7.56M0.0%+15.1%24.313%
5/6/2025Quadrant Private Wealth Management LLC12,384$357K0.1%+12.0%1.147%
5/5/2025Willner & Heller LLC10,260$295K0.3%+34.8%0.950%
4/30/2025Synergy Investment Management LLC6,293$181K0.1%+22.2%0.583%
4/29/2025U.S. Capital Wealth Advisors LLC258,237$7.44M0.2%+7.3%23.911%
4/29/2025Envestnet Asset Management Inc.912,457$26.27M0.0%+15.2%84.487%
4/29/2025Onyx Bridge Wealth Group LLC8,484$244K0.0%N/A0.786%
4/28/2025Detalus Advisors LLC11,802$340K0.1%+57.2%1.093%
4/25/2025WJ Wealth Management LLC7,400$213K0.1%N/A0.685%
4/24/2025Confluence Wealth Services Inc.38,030$1.04M0.1%N/A3.521%
4/23/2025Sequoia Financial Advisors LLC24,219$697K0.0%N/A2.243%
4/23/2025Cornerstone Wealth Group LLC7,348$212K0.0%N/A0.680%
4/23/2025Sheets Smith Wealth Management44,161$1.27M0.2%+143.4%4.089%
4/23/2025Embree Financial Group16,205$467K0.1%N/A1.500%
4/22/2025Madison Wealth Partners Inc7,802$225K0.1%N/A0.722%
4/21/2025United Advisor Group LLC59,453$1.71M0.4%+3.0%5.505%
4/21/2025Envestnet Portfolio Solutions Inc.95,047$2.74M0.0%+5.8%8.801%
4/15/2025Kelly Financial Services LLC33,402$962K0.3%+18.3%3.093%
4/15/2025Integrated Advisors Network LLC56,657$1.63M0.1%N/A5.246%
4/14/2025Park Avenue Securities LLC44,846$1.29M0.0%+7.7%4.152%
4/14/2025Patriot Financial Group Insurance Agency LLC162,659$4.68M0.6%+26.4%15.061%
4/10/2025 Beacon Financial Group44,091$1.27M0.1%-7.7%4.083%
4/10/2025EWG Elevate Inc.670,262$19.30M7.2%+3.0%62.061%
4/9/2025SigFig Wealth Management LLC8,268$237K0.0%+21.7%0.766%
2/24/2025United Advisor Group LLC57,703$1.75M0.3%N/A5.343%
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2/19/2025Invst LLC12,446$376K0.0%N/A1.152%
2/18/2025Wick Capital Partners LLC6,916$209K0.1%N/A0.640%
2/17/2025Colonial Trust Co SC8,265$250K0.0%N/A0.765%
2/17/2025Cetera Investment Advisers228,130$6.90M0.0%N/A21.123%
2/17/2025Ameriprise Financial Inc.474,210$14.29M0.0%N/A43.908%
2/14/2025LGT Financial Advisors LLC1,966$59K0.1%N/A0.182%
2/14/2025Comerica Bank2,461$74K0.0%N/A0.228%
2/14/2025Johnson Financial Group Inc.1,500$46K0.0%N/A0.139%
2/14/2025OneDigital Investment Advisors LLC10,407$315K0.0%-39.0%0.964%
2/14/2025MML Investors Services LLC61,460$1.86M0.0%N/A5.691%
2/14/2025Concourse Financial Group Securities Inc.13,264$413K0.0%N/A1.228%
2/13/2025NewEdge Advisors LLC6,139$186K0.0%N/A0.568%
2/13/2025Maxwell Wealth Strategies Inc.14,355$434K0.2%N/A1.329%
2/13/2025Envestnet Asset Management Inc.792,324$23.97M0.0%+5,590.3%73.363%
2/12/2025OLD Mission Capital LLC9,113$276K0.0%N/A0.844%
2/12/2025Orion Portfolio Solutions LLC6,687$202K0.0%N/A0.619%
2/12/2025JPMorgan Chase & Co.159,065$4.81M0.0%N/A14.728%
2/11/2025LPL Financial LLC487,257$14.74M0.0%N/A45.116%
2/11/2025SigFig Wealth Management LLC6,791$206K0.0%N/A0.629%
2/10/2025Envestnet Portfolio Solutions Inc.89,848$2.72M0.0%N/A8.319%
2/10/2025Commonwealth Equity Services LLC190,536$5.76M0.0%N/A17.642%
2/7/2025Summit X LLC10,196$308K0.1%N/A0.944%
2/6/2025Assetmark Inc.163,240$4.94M0.0%N/A15.115%
2/6/2025Triad Wealth Partners LLC9,536$288K0.1%N/A0.883%
2/6/2025Synergy Investment Management LLC5,150$156K0.1%N/A0.477%
2/6/2025Detalus Advisors LLC7,508$227K0.1%N/A0.695%
2/3/2025First Horizon Advisors Inc.1,014$31K0.0%N/A0.094%
1/31/2025Global Retirement Partners LLC1,251$38K0.0%N/A0.116%
1/31/2025Semus Wealth Partners LLC47,569$1.44M1.0%+62.7%4.405%
1/31/20253EDGE Asset Management LP51,251$1.55M0.1%-58.4%4.745%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors16,575$501K0.0%N/A1.535%
1/31/2025Atria Wealth Solutions Inc.22,555$682K0.0%N/A2.088%
1/31/2025Sanctuary Advisors LLC59,455$1.84M0.0%+120.9%5.505%
1/30/2025Quadrant Private Wealth Management LLC11,062$335K0.1%N/A1.024%
1/30/2025ShoreHaven Wealth Partners LLC20,294$614K0.3%N/A1.879%
1/29/2025 Beacon Financial Group47,769$1.45M0.2%N/A4.423%
1/24/2025JB Capital LLC21,599$653K0.0%N/A2.000%
1/24/2025U.S. Capital Wealth Advisors LLC240,746$7.28M0.2%+303.5%22.291%
1/22/2025Patriot Financial Group Insurance Agency LLC128,638$3.89M0.5%+43.8%11.911%
1/17/2025Sheets Smith Wealth Management18,145$549K0.1%+27.3%1.680%
1/16/2025Willner & Heller LLC7,611$230K0.2%N/A0.705%
1/16/2025Kelly Financial Services LLC28,240$854K0.3%N/A2.615%
1/14/2025Park Avenue Securities LLC41,623$1.26M0.0%N/A3.854%
1/13/2025EWG Elevate Inc.650,652$19.68M6.0%+50.5%60.246%
11/25/2024Sanctuary Advisors LLC26,920$837K0.0%N/A2.493%
11/15/2024Jane Street Group LLC9,748$296K0.0%N/A0.903%
11/7/2024Semus Wealth Partners LLC29,241$888K0.6%+141.4%2.708%
11/6/2024OneDigital Investment Advisors LLC17,063$518K0.0%+2.0%1.580%
11/1/2024Sheets Smith Wealth Management14,253$433K0.1%N/A1.320%
10/24/2024Patriot Financial Group Insurance Agency LLC89,487$2.72M0.4%N/A8.286%
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10/7/2024EWG Elevate Inc.432,353$13.13M5.3%-1.5%40.033%
7/31/2024Semus Wealth Partners LLC12,112$358K0.3%N/A1.121%
7/16/2024EWG Elevate Inc.438,908$12.98M4.7%N/A40.640%
7/11/2024U.S. Capital Wealth Advisors LLC11,237$332K0.0%N/A1.040%
7/10/2024Fortitude Family Office LLC2,807$83K0.0%N/A0.260%
(Data available from 1/1/2016 forward)

BALI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BALI shares?

During the previous two years, 59 institutional investors and hedge funds held shares of Blackrock Advantage Large Cap Income ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($26.27M), EWG Elevate Inc. ($19.30M), LPL Financial LLC ($16.51M), Ameriprise Financial Inc. ($14.29M), Vestmark Advisory Solutions Inc. ($9.83M), Cetera Investment Advisers ($7.56M), and U.S. Capital Wealth Advisors LLC ($7.44M).Learn more on Blackrock Advantage Large Cap Income ETF's institutional investors.

Which institutional investors have been buying Blackrock Advantage Large Cap Income ETF's stock?

Of the 58 institutional investors that purchased Blackrock Advantage Large Cap Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($898.53K), EWG Elevate Inc. ($676.82K), LPL Financial LLC ($573.36K), Ameriprise Financial Inc. ($474.21K), Vestmark Advisory Solutions Inc. ($341.41K), Cetera Investment Advisers ($262.58K), and U.S. Capital Wealth Advisors LLC ($209.80K).

How much institutional buying is happening at Blackrock Advantage Large Cap Income ETF?

Institutional investors have bought a total of 5,160,931 shares in the last 24 months. This purchase volume represents approximately $154.36M in transactions.

Which of Blackrock Advantage Large Cap Income ETF's major shareholders have been selling company stock?

The following institutional investors have sold Blackrock Advantage Large Cap Income ETF stock in the last 24 months: 3EDGE Asset Management LP ($71.93K), ShoreHaven Wealth Partners LLC ($7.21K), OneDigital Investment Advisors LLC ($6.66K), EWG Elevate Inc. ($6.56K), Assetmark Inc. ($5.34K), and Beacon Financial Group ($3.68K).

How much institutional selling is happening at Blackrock Advantage Large Cap Income ETF?

Institutional investors have sold a total of 101,376 shares in the last 24 months. This volume of shares sold represents approximately $3.04M in transactions.


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This page (NYSEARCA:BALI) was last updated on 7/12/2025 by MarketBeat.com Staff
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