IS US LRG CP PRE INC ACT-USD BALI
$33.64
+0.1% 52w: $26.79 – $33.99
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data26.7930.3933.99
Jun 20, 2025 Jul 2, 2026
Institutional holders
142
+15 QoQ
13F value
$635.9M
+31.0% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BALI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| FMR LLC | Long only active | 2.3M | $70.6M | 0.0% | +32.2% |
| AMERIPRISE FINANCIAL INC | Bank broker | 2.1M | $63.8M | 0.0% | +15.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.9M | $57.3M | 0.0% | +10.3% |
| LPL Financial LLC | Bank broker | 1.8M | $56.5M | 0.0% | +9.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.2M | $37.4M | 0.0% | +66.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 920.9K | $28.4M | 0.0% | +65.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 884.2K | $27.2M | 0.0% | +219.8% |
| Avior Wealth Management, LLC | Wealth advisor | 712.6K | $22.0M | 0.6% | New |
| Cetera Investment Advisers | Wealth advisor | 639.2K | $19.7M | 0.0% | +9.1% |
| Patriot Financial Group Insurance Agency, LLC | Wealth advisor | 612.7K | $18.9M | 1.1% | +138.0% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 524.3K | $16.2M | 0.2% | -0.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 484.4K | $14.9M | 0.0% | +26.2% |
| JPMORGAN CHASE & CO | Bank broker | 451.6K | $13.6M | 0.0% | +46.9% |
| FUKOKU MUTUAL LIFE INSURANCE Co | Other | 366.0K | $11.3M | 0.7% | New |
| MORGAN STANLEY | Bank broker | 341.8K | $10.5M | 0.0% | +8.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 308.3K | $9.5M | 0.0% | +6.2% |
| Granite Bay Wealth Management, LLC | Wealth advisor | 307.4K | $9.5M | 2.0% | -1.6% |
| ASSETMARK, INC | Wealth advisor | 272.8K | $8.4M | 0.0% | +1.2% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 271.8K | $8.4M | 0.0% | +22.3% |
| U.S. Capital Wealth Advisors, LLC | Other | 262.2K | $8.1M | 0.2% | +0.5% |
| SOUTHERN CAPITAL SERVICES INC /ADV | Wealth advisor | 230.6K | $7.1M | 4.6% | 0.0% |
| Equitable Holdings, Inc. | Wealth advisor | 182.9K | $5.8M | 0.0% | +36.0% |
| Cornerstone Wealth Group, LLC | Other | 178.2K | $5.8M | 0.4% | +1428.0% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 169.9K | $5.6M | 0.1% | +107.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 156.2K | $4.8M | 0.0% | +2.8% |
| Next Level Private LLC | Wealth advisor | 147.5K | $4.5M | 1.0% | +44.0% |
| Sanctuary Advisors, LLC | Wealth advisor | 122.9K | $3.8M | 0.0% | +6.3% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 105.4K | $3.2M | 0.0% | New |
| HighTower Advisors, LLC | Diversified mechanical | 102.6K | $3.2M | 0.0% | -2.8% |
| JB Capital LLC | Wealth advisor | 100.0K | $3.1M | 0.1% | +17.0% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 96.2K | $3.0M | 0.1% | +17.5% |
| United Advisor Group, LLC | Wealth advisor | 94.8K | $2.9M | 0.4% | +30.8% |
| Sovran Advisors, LLC | Wealth advisor | 87.9K | $2.9M | 0.2% | +39.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 91.8K | $2.8M | 0.0% | +197.6% |
| Triad Wealth Partners, LLC | Wealth advisor | 87.4K | $2.7M | 0.2% | +29.9% |
| Semus Wealth Partners LLC | Other | 86.2K | $2.7M | 1.5% | +2.7% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 83.3K | $2.6M | 0.0% | +11.6% |
| CreativeOne Wealth, LLC | Wealth advisor | 79.6K | $2.5M | 0.1% | +4.7% |
| DRIVE WEALTH MANAGEMENT, LLC | Other | 77.7K | $2.4M | 0.5% | +20.6% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Wealth advisor | 71.2K | $2.2M | 0.1% | +13.2% |
| Founders Financial Alliance, LLC | Other | 64.9K | $2.0M | 0.4% | +464.8% |
| BEACON FINANCIAL GROUP | Wealth advisor | 61.3K | $1.9M | 0.2% | +0.7% |
| Kelly Financial Services LLC | Wealth advisor | 58.5K | $1.8M | 0.4% | +8.7% |
| Flagship Private Wealth, LLC | Wealth advisor | 58.4K | $1.8M | 0.7% | +70.8% |
| FIRST HORIZON CORP | Diversified mechanical | 54.6K | $1.7M | 0.1% | New |
| Confluence Wealth Services, Inc. | Wealth advisor | 54.5K | $1.7M | 0.1% | +49.7% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 51.4K | $1.6M | 0.0% | +30.1% |
| BETO FINANCIAL GROUP, LLC | Wealth advisor | 45.0K | $1.5M | 0.9% | +141.7% |
| Cerity Partners LLC | Diversified mechanical | 46.7K | $1.4M | 0.0% | New |
| Gotham Asset Management, LLC | Diversified mechanical | 46.1K | $1.4M | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.