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Blackrock Advantage Large Cap Income ETF (BALI) Institutional Ownership

Blackrock Advantage Large Cap Income ETF logo
$29.85 -0.66 (-2.16%)
As of 08/1/2025 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)
$168.57M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$3.59M
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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
8/1/2025Envestnet Asset Management Inc.1,512,958$45.56M0.0%+65.8%12.843%
7/30/2025 LGT Financial Advisors LLC3,361$101K0.3%+74.8%0.029%
7/29/2025 ShoreHaven Wealth Partners LLC36,372$1.10M0.4%+178.1%0.311%
7/28/2025 Cornerstone Wealth Group LLC12,668$381K0.0%+72.4%0.108%
7/25/2025 Atria Wealth Solutions Inc.16,899$509K0.0%-31.7%0.144%
7/25/2025 Envestnet Portfolio Solutions Inc.174,325$5.25M0.0%+83.4%1.490%
7/25/2025 Sequoia Financial Advisors LLC46,930$1.41M0.0%+93.8%0.401%
7/24/2025 JB Capital LLC62,626$1.89M0.1%+114.1%0.537%
7/23/2025 Detalus Advisors LLC15,791$475K0.1%+33.8%0.135%
7/22/2025 Willner & Heller LLC9,641$290K0.2%-6.0%0.083%
7/21/2025 Triad Wealth Partners LLC36,298$1.09M0.2%+114.1%0.311%
7/21/2025 Patriot Financial Group Insurance Agency LLC171,827$5.17M0.6%+5.6%1.474%
7/18/2025 SigFig Wealth Management LLC11,731$351K0.0%+41.9%0.101%
7/17/2025 Kelly Financial Services LLC38,486$1.16M0.3%+15.2%0.332%
7/16/2025 Embree Financial Group7,086$213K0.0%-56.3%0.061%
7/15/2025 EWG Elevate Inc.731,859$22.04M6.8%+9.2%6.320%
7/15/2025 Sheets Smith Wealth Management43,561$1.31M0.2%-1.4%0.376%
7/14/2025 U.S. Capital Wealth Advisors LLC277,949$8.37M0.2%+7.6%2.400%
7/14/2025 Park Avenue Securities LLC71,785$2.16M0.0%+60.1%0.620%
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%
5/9/2025 Atria 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%
5/6/2025 ShoreHaven 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%
5/5/2025 Willner & Heller LLC10,260$295K0.3%+34.8%0.950%
4/30/2025Synergy 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%
4/29/2025Envestnet Asset Management Inc.912,457$26.27M0.0%+15.2%84.487%
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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%
4/21/2025United 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%
4/15/2025Integrated 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%
2/24/2025United Advisor Group LLC57,703$1.75M0.3%N/A5.343%
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%
2/14/2025 LGT 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%
2/11/2025 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%
2/10/2025Commonwealth 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%
2/6/2025 Triad Wealth Partners LLC9,536$288K0.1%N/A0.883%
2/6/2025Synergy Investment Management LLC5,150$156K0.1%N/A0.477%
2/6/2025 Detalus 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%
1/31/2025 3EDGE 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%
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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%
1/30/2025Quadrant 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%
(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. ($45.56M), EWG Elevate Inc. ($22.04M), LPL Financial LLC ($16.51M), Ameriprise Financial Inc. ($14.29M), Vestmark Advisory Solutions Inc. ($9.83M), U.S. Capital Wealth Advisors LLC ($8.37M), and Cetera Investment Advisers ($7.56M).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. ($1.50M), EWG Elevate Inc. ($738.41K), 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 ($229.52K).

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

Institutional investors have bought a total of 5,625,127 shares in the last 24 months. This purchase volume represents approximately $168.57M in transactions.

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

Of the 10 institutional investors that sold Blackrock Advantage Large Cap Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: 3EDGE Asset Management LP ($71.93K), Embree Financial Group ($9.12K), Atria Wealth Solutions Inc. ($7.85K), ShoreHaven Wealth Partners LLC ($7.21K), OneDigital Investment Advisors LLC ($6.66K), EWG Elevate Inc. ($6.56K), and Assetmark Inc. ($5.34K).

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

Institutional investors have sold a total of 119,568 shares in the last 24 months. This volume of shares sold represents approximately $3.59M in transactions.


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This page (NYSEARCA:BALI) was last updated on 8/2/2025 by MarketBeat.com Staff
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