BLACKROCK ADV LGE CAP IN ETF (BALI) Institutional Shareholders
BLACKROCK ADV LGE CAP IN ETF (BALI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $696.83M in BALI holdings during the latest filing period.
Fmr Llc is currently the largest disclosed institutional shareholder of BALI tracked by InsiderSet, reporting ownership valued at approximately $70.63M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $78.22M, representing an estimated gain of +10.74% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed BALI value among the investors covered in this analysis. Major shareholders include Fmr Llc, Ameriprise Financial Inc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in BLACKROCK ADV LGE CAP IN ETF (BALI).
This page ranks the largest institutional BALI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
155
Total Reported Value
$696.83M
Largest Holder
Fmr Llc
Largest Position
$70.63M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
131
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.00% | 2,292,516 | $70,632,430 | $78,220,646 | +$7,588,216 | +10.74% | |
| Ameriprise Financial Inc | 0.01% | 2,073,163 | $63,768,541 | $70,736,322 | +$6,967,781 | +10.93% | |
| Envestnet Asset Management Inc | 0.02% | 1,860,701 | $57,328,188 | $63,487,118 | +$6,158,930 | +10.74% | |
| Lpl Financial Llc | 0.02% | 1,832,787 | $56,468,176 | $62,534,692 | +$6,066,516 | +10.74% | |
| Bank Of America Corp | 0.00% | 1,212,968 | $37,371,542 | $41,386,468 | +$4,014,926 | +10.74% | |
| Northwestern Mutual Wealth Management Co | 0.02% | 920,851 | $28,371,434 | $31,419,436 | +$3,048,002 | +10.74% | |
| Wells Fargo & Company/Mn | 0.01% | 884,235 | $27,243,285 | $30,170,098 | +$2,926,813 | +10.74% | |
| Fukoku Mutual Life Insurance Co | 1.45% | 737,000 | $24,932,710 | $25,146,440 | +$213,730 | +0.86% | |
| Avior Wealth Management, Llc | 0.61% | 680,906 | $23,035,055 | $23,232,513 | +$197,458 | +0.86% | |
| Commonwealth Equity Services, Llc | 0.03% | 611,347 | $20,681,881 | $20,859,160 | +$177,279 | +0.86% | |
| Cetera Investment Advisers | 0.02% | 639,187 | $19,693,359 | $21,809,060 | +$2,115,701 | +10.74% | |
| Envestnet Portfolio Solutions, Inc. | 0.09% | 568,583 | $19,235,163 | $19,400,052 | +$164,889 | +0.86% | |
| Vestmark Advisory Solutions, Inc. | 0.18% | 524,311 | $16,154,022 | $17,889,491 | +$1,735,469 | +10.74% | |
| Osaic Holdings, Inc. | 0.02% | 484,377 | $14,923,546 | $16,526,943 | +$1,603,397 | +10.74% | |
| Assetmark, Inc | 0.02% | 417,961 | $14,139,622 | $14,260,829 | +$121,207 | +0.86% | |
| Patriot Financial Group Insurance Agency, Llc | 1.12% | 321,436 | $10,874,181 | $10,967,396 | +$93,215 | +0.86% | |
| Morgan Stanley | 0.00% | 341,822 | $10,531,544 | $11,662,967 | +$1,131,423 | +10.74% | |
| Decker Wealth Management Llc | 2.21% | 306,848 | $10,380,668 | $10,469,654 | +$88,986 | +0.86% | |
| Granite Bay Wealth Management, Llc | 2.02% | 307,411 | $9,471,905 | $10,488,863 | +$1,016,958 | +10.74% | |
| Diversify Wealth Management, Llc | 0.14% | 247,864 | $8,348,054 | $8,457,120 | +$109,066 | +1.31% | |
| U.S. Capital Wealth Advisors, Llc | 0.20% | 262,159 | $8,077,133 | $8,944,865 | +$867,732 | +10.74% | |
| Southern Capital Services Inc | 4.26% | 224,445 | $7,592,974 | $7,658,063 | +$65,089 | +0.86% | |
| Next Level Private Llc | 1.30% | 195,796 | $6,623,762 | $6,680,560 | +$56,798 | +0.86% | |
| Cornerstone Wealth Group, Llc | 0.36% | 180,670 | $6,112,071 | $6,164,460 | +$52,389 | +0.86% | |
| Equitable Holdings, Inc. | 0.04% | 182,859 | $5,792,973 | $6,239,149 | +$446,176 | +7.70% | |
| Jb Capital Llc | 0.20% | 168,381 | $5,696,326 | $5,745,160 | +$48,834 | +0.86% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.24% | 142,708 | $4,827,828 | $4,869,197 | +$41,369 | +0.86% | |
| Mml Investors Services, Llc | 0.01% | 156,243 | $4,813,841 | $5,331,011 | +$517,170 | +10.74% | |
| Keeler Thomas Management Llc | 1.46% | 122,118 | $4,131,266 | $4,166,666 | +$35,400 | +0.86% | |
| Sanctuary Advisors, Llc | 0.02% | 122,864 | $3,785,443 | $4,192,120 | +$406,677 | +10.74% | |
| Independent Financial Group, Llc | 0.07% | 105,580 | $3,571,767 | $3,602,390 | +$30,623 | +0.86% | |
| United Advisor Group, Llc | 0.38% | 105,576 | $3,571,640 | $3,602,253 | +$30,613 | +0.86% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 105,446 | $3,248,791 | $3,597,818 | +$349,027 | +10.74% | |
| Hightower Advisors, Llc | 0.00% | 102,631 | $3,162,095 | $3,501,770 | +$339,675 | +10.74% | |
| Susquehanna International Group, Llp | 0.00% | 91,813 | $2,828,758 | $3,132,660 | +$303,902 | +10.74% | |
| Kelly Financial Services Llc | 0.60% | 82,596 | $2,794,208 | $2,818,176 | +$23,968 | +0.86% | |
| Beacon Financial Group | 0.25% | 82,531 | $2,792,021 | $2,815,958 | +$23,937 | +0.86% | |
| Drive Wealth Management, Llc | 0.49% | 80,714 | $2,730,547 | $2,753,962 | +$23,415 | +0.86% | |
| Triad Wealth Partners, Llc | 0.21% | 87,434 | $2,693,829 | $2,983,248 | +$289,419 | +10.74% | |
| Semus Wealth Partners Llc | 1.48% | 86,194 | $2,655,647 | $2,940,939 | +$285,292 | +10.74% | |
| 3Edge Asset Management, Lp | 0.11% | 74,096 | $2,506,668 | $2,528,156 | +$21,488 | +0.86% | |
| Arwa Llc | 1.03% | 72,833 | $2,474,882 | $2,485,062 | +$10,180 | +0.41% | |
| Creativeone Wealth, Llc | 0.06% | 79,617 | $2,452,999 | $2,716,532 | +$263,533 | +10.74% | |
| Private Advisor Group, Llc | 0.01% | 70,321 | $2,378,961 | $2,399,353 | +$20,392 | +0.86% | |
| Shorehaven Wealth Partners, Llc | 0.67% | 62,796 | $2,124,398 | $2,142,600 | +$18,202 | +0.86% | |
| Founders Financial Alliance, Llc | 0.36% | 64,949 | $2,001,079 | $2,216,060 | +$214,981 | +10.74% | |
| Sequoia Financial Advisors | 0.01% | 56,074 | $1,896,984 | $1,913,245 | +$16,261 | +0.86% | |
| First Horizon Corp | 0.07% | 54,555 | $1,845,596 | $1,861,417 | +$15,821 | +0.86% | |
| Sovran Advisors, Llc | 0.13% | 53,394 | $1,800,989 | $1,821,803 | +$20,814 | +1.16% | |
| Flagship Private Wealth, Llc | 0.73% | 58,444 | $1,800,656 | $1,994,109 | +$193,453 | +10.74% |
Frequently asked questions about BALI
Who owns the most BALI stock?
The largest holders of BALI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for BLACKROCK ADV LGE CAP IN ETF (BALI).
Is BALI widely held by superinvestors?
Many widely followed stocks like BALI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BALI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.