Free Trial

Blackrock Advantage Large Cap Income ETF (BALI) Institutional Ownership

Blackrock Advantage Large Cap Income ETF logo
$29.17 -0.05 (-0.17%)
As of 02:34 PM Eastern

Institutional Ownership Changes (13F Filings) for Blackrock Advantage Large Cap Income ETF (NYSEARCA:BALI)

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$153.54M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$3.04M
Get BALI Insider Trade Alerts

Want to know when executives and insiders are buying or selling Blackrock Advantage Large Cap Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

BALI Institutional Buying and Selling by Quarter

Blackrock Advantage Large Cap Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025 Jane Street Group LLC24,850$715K0.0%N/A2.301%
5/16/2025 Goldman Sachs Group Inc.25,587$737K0.0%N/A2.369%
5/16/2025 NewEdge Advisors LLC6,533$188K0.0%+6.4%0.605%
5/16/2025 Integrated Wealth Concepts LLC10,150$292K0.0%N/A0.940%
5/13/2025 Vestmark Advisory Solutions Inc.341,409$9.83M0.3%N/A31.612%
5/13/2025 HighTower Advisors LLC27,537$793K0.0%N/A2.550%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors26,868$768K0.1%+62.1%2.488%
5/9/2025 Atria Wealth Solutions Inc.24,753$713K0.0%+9.7%2.292%
5/7/2025 LPL Financial LLC573,364$16.51M0.0%+17.7%53.089%
5/7/2025 Semus Wealth Partners LLC59,926$1.73M1.2%+26.0%5.549%
5/6/2025 Assetmark Inc.157,900$4.55M0.0%-3.3%14.620%
5/6/2025 ShoreHaven Wealth Partners LLC13,080$377K0.2%-35.5%1.211%
5/6/2025 Cetera Investment Advisers262,582$7.56M0.0%+15.1%24.313%
5/6/2025 Quadrant Private Wealth Management LLC12,384$357K0.1%+12.0%1.147%
5/5/2025 Willner & Heller LLC10,260$295K0.3%+34.8%0.950%
4/30/2025 Synergy Investment Management LLC6,293$181K0.1%+22.2%0.583%
4/29/2025 U.S. Capital Wealth Advisors LLC258,237$7.44M0.2%+7.3%23.911%
4/29/2025 Envestnet Asset Management Inc.912,457$26.27M0.0%+15.2%84.487%
4/29/2025 Onyx Bridge Wealth Group LLC8,484$244K0.0%N/A0.786%
4/28/2025 Detalus Advisors LLC11,802$340K0.1%+57.2%1.093%
4/25/2025 WJ Wealth Management LLC7,400$213K0.1%N/A0.685%
4/24/2025 Confluence Wealth Services Inc.38,030$1.04M0.1%N/A3.521%
4/23/2025 Sequoia Financial Advisors LLC24,219$697K0.0%N/A2.243%
4/23/2025 Cornerstone Wealth Group LLC7,348$212K0.0%N/A0.680%
4/23/2025 Sheets Smith Wealth Management44,161$1.27M0.2%+143.4%4.089%
4/23/2025 Embree Financial Group16,205$467K0.1%N/A1.500%
4/22/2025 Madison Wealth Partners Inc7,802$225K0.1%N/A0.722%
4/21/2025 United Advisor Group LLC59,453$1.71M0.4%+3.0%5.505%
4/21/2025 Envestnet Portfolio Solutions Inc.95,047$2.74M0.0%+5.8%8.801%
4/15/2025 Kelly Financial Services LLC33,402$962K0.3%+18.3%3.093%
4/15/2025 Integrated Advisors Network LLC56,657$1.63M0.1%N/A5.246%
4/14/2025 Park Avenue Securities LLC44,846$1.29M0.0%+7.7%4.152%
4/14/2025 Patriot 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%
4/10/2025 EWG Elevate Inc.670,262$19.30M7.2%+3.0%62.061%
4/9/2025 SigFig Wealth Management LLC8,268$237K0.0%+21.7%0.766%
2/24/2025 United Advisor Group LLC57,703$1.75M0.3%N/A5.343%
2/19/2025Invst LLC12,446$376K0.0%N/A1.152%
2/18/2025 Wick Capital Partners LLC6,916$209K0.1%N/A0.640%
2/17/2025 Colonial Trust Co SC8,265$250K0.0%N/A0.765%
Trump Makes Major Crypto Announcement (Ad)

You Won’t Get a Second Chance at This Entry The crypto comeback isn't coming—it's already here. And one particular coin is sitting right at the center of this shift.

[Click Here to see the full breakdown and my #1 pick right now]
2/17/2025 Cetera Investment Advisers228,130$6.90M0.0%N/A21.123%
2/17/2025 Ameriprise Financial Inc.474,210$14.29M0.0%N/A43.908%
2/14/2025 LGT Financial Advisors LLC1,966$59K0.1%N/A0.182%
2/14/2025 Comerica Bank2,461$74K0.0%N/A0.228%
2/14/2025 Johnson Financial Group Inc.1,500$46K0.0%N/A0.139%
2/14/2025 OneDigital Investment Advisors LLC10,407$315K0.0%-39.0%0.964%
2/14/2025 MML Investors Services LLC61,460$1.86M0.0%N/A5.691%
2/14/2025 Concourse Financial Group Securities Inc.13,264$413K0.0%N/A1.228%
2/13/2025 NewEdge Advisors LLC6,139$186K0.0%N/A0.568%
2/13/2025Maxwell Wealth Strategies Inc.14,355$434K0.2%N/A1.329%
2/13/2025 Envestnet Asset Management Inc.792,324$23.97M0.0%+5,590.3%73.363%
2/12/2025 OLD Mission Capital LLC9,113$276K0.0%N/A0.844%
2/12/2025 Orion Portfolio Solutions LLC6,687$202K0.0%N/A0.619%
2/12/2025 JPMorgan Chase & Co.159,065$4.81M0.0%N/A14.728%
2/11/2025 LPL Financial LLC487,257$14.74M0.0%N/A45.116%
2/11/2025 SigFig Wealth Management LLC6,791$206K0.0%N/A0.629%
2/10/2025 Envestnet Portfolio Solutions Inc.89,848$2.72M0.0%N/A8.319%
2/10/2025 Commonwealth Equity Services LLC190,536$5.76M0.0%N/A17.642%
2/7/2025 Summit X LLC10,196$308K0.1%N/A0.944%
2/6/2025 Assetmark Inc.163,240$4.94M0.0%N/A15.115%
2/6/2025 Triad Wealth Partners LLC9,536$288K0.1%N/A0.883%
2/6/2025 Synergy Investment Management LLC5,150$156K0.1%N/A0.477%
2/6/2025 Detalus Advisors LLC7,508$227K0.1%N/A0.695%
2/3/2025 First Horizon Advisors Inc.1,014$31K0.0%N/A0.094%
1/31/2025Global Retirement Partners LLC1,251$38K0.0%N/A0.116%
1/31/2025 Semus Wealth Partners LLC47,569$1.44M1.0%+62.7%4.405%
1/31/2025 3EDGE Asset Management LP51,251$1.55M0.1%-58.4%4.745%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors16,575$501K0.0%N/A1.535%
1/31/2025 Atria Wealth Solutions Inc.22,555$682K0.0%N/A2.088%
1/31/2025Sanctuary Advisors LLC59,455$1.84M0.0%+120.9%5.505%
1/30/2025 Quadrant Private Wealth Management LLC11,062$335K0.1%N/A1.024%
1/30/2025 ShoreHaven Wealth Partners LLC20,294$614K0.3%N/A1.879%
1/29/2025 Beacon Financial Group47,769$1.45M0.2%N/A4.423%
1/24/2025 JB Capital LLC21,599$653K0.0%N/A2.000%
1/24/2025 U.S. Capital Wealth Advisors LLC240,746$7.28M0.2%+303.5%22.291%
1/22/2025 Patriot Financial Group Insurance Agency LLC128,638$3.89M0.5%+43.8%11.911%
1/17/2025 Sheets Smith Wealth Management18,145$549K0.1%+27.3%1.680%
1/16/2025 Willner & Heller LLC7,611$230K0.2%N/A0.705%
1/16/2025 Kelly Financial Services LLC28,240$854K0.3%N/A2.615%
1/14/2025 Park Avenue Securities LLC41,623$1.26M0.0%N/A3.854%
1/13/2025 EWG Elevate Inc.650,652$19.68M6.0%+50.5%60.246%
11/25/2024Sanctuary Advisors LLC26,920$837K0.0%N/A2.493%
11/15/2024 Jane Street Group LLC9,748$296K0.0%N/A0.903%
11/7/2024 Semus Wealth Partners LLC29,241$888K0.6%+141.4%2.708%
11/6/2024 OneDigital Investment Advisors LLC17,063$518K0.0%+2.0%1.580%
11/1/2024 Sheets Smith Wealth Management14,253$433K0.1%N/A1.320%
10/24/2024 Patriot Financial Group Insurance Agency LLC89,487$2.72M0.4%N/A8.286%
10/7/2024 EWG Elevate Inc.432,353$13.13M5.3%-1.5%40.033%
7/31/2024 Semus Wealth Partners LLC12,112$358K0.3%N/A1.121%
7/16/2024 EWG Elevate Inc.438,908$12.98M4.7%N/A40.640%
Trump’s Bitcoin Reserve is No Accident… (Ad)

For the first time in history, we have a president who understands crypto's potential to bypass the banking system entirely. And Wall Street's biggest players know it. I've created a blueprint revealing how everyday investors can turn this historic shift into potentially life-changing wealth. Like the 75,000 new millionaires created in the last bull run— only this time with institutional backing.

Click Here to Check Out the Crypto Bull Run Millionaire Blueprint
7/11/2024 U.S. Capital Wealth Advisors LLC11,237$332K0.0%N/A1.040%
7/10/2024 Fortitude 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 BALI's institutional investors.

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

Of the 58 institutional investors that purchased Blackrock Advantage Large Cap Income ETF 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 5,132,926 shares in the last 24 months. This purchase volume represents approximately $153.54M in transactions.

Which Blackrock Advantage Large Cap Income ETF 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.



This page (NYSEARCA:BALI) was last updated on 5/28/2025 by MarketBeat.com Staff
From Our Partners