BLACKROCK ADV LGE CAP IN ETF (BALI) Institutional Ownership Changes & 13F Activity

BLACKROCK ADV LGE CAP IN ETF (BALI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Envestnet Asset Management Inc, Bank Of America Corp, Raymond James Financial Inc, and Envestnet Portfolio Solutions, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+1,553,460+83.5%3,414,161$115.50MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+296,752+109.2%568,583$19.24MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+23,620+71.1%56,840$1.92MQ2 2026Sep 09, 2026
Kingsview Wealth Management, LlcBuy+17,772—17,772$601.23KQ2 2026Aug 19, 2026
Equitable Holdings, Inc.Buy+59,314+32.4%242,173$8.19MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+15,027—15,027$508.75KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+13,079+182.1%20,261$685.44KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+2,040,344—2,040,344$69.03MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+578,764+47.7%1,791,732$60.61MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+320,037+2523.0%332,722$11.26MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+174,938+19.8%1,059,173$35.83MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+145,514+30.0%629,891$21.31MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+80,647—80,647$2.73MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+76,019+17044.6%76,465$2.59MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-71,518-77.9%20,295$686.58KQ2 2026Aug 14, 2026
Gts Securities LlcBuy+27,639—27,639$935.03KQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+26,728+70.6%64,579$2.18MQ2 2026Aug 14, 2026
Invst, LlcBuy+16,595+58.4%44,997$1.52MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+15,328+32.8%62,004$2.10MQ2 2026Aug 14, 2026
Synergy Investment Management, LlcBuy+9,718+55.5%27,238$921.46KQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcBuy+9,503—9,503$321.49KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+8,272—8,272$279.85KQ2 2026Aug 14, 2026
Gotham Asset Management, LlcBuy+7,695+16.7%53,838$1.82MQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+5,397+79.2%12,215$413.23KQ2 2026Aug 14, 2026
Granite Bay Wealth Management, LlcBuy+3,387+1.1%310,798$10.51MQ2 2026Aug 14, 2026
World Investment AdvisorsBuy+2,462+25.3%12,207$394.61KQ2 2026Aug 14, 2026
Perennial Investment Advisors, LlcBuy+950+5.4%18,576$628.42KQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+803—803$27.16KQ2 2026Aug 14, 2026
Per Stirling Capital Management, Llc.Buy+600+4.2%15,046$509.01KQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+300—300$10.15KQ2 2026Aug 14, 2026
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Frequently asked questions about BALI activity

  • Which institutional owners are buying BALI?

    Institutional owners buying BALI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BALI activity?

    "Buy" means an investor increased their reported position in BALI compared to the prior reporting period. This reflects growing exposure to BLACKROCK ADV LGE CAP IN ETF (BALI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BALI increasing?

    Institutional interest in BALI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.