IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

IS US LRG CP PRE Inc Act-Usd (BALI)

CUSIP: 09290C863 | NYSE | 243 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC750,371
0.0% of portfolio›$25.9M
Avior Wealth Management, LLC665,889
0.6% of portfolio›$22.9M
Assetmark, Inc413,214
0.0% of portfolio›$14.2M
Patriot Financial Group Insurance Agency, LLC336,973
1.1% of portfolio›$11.6M
Decker Wealth Management LLC302,884
2.1% of portfolio›$10.4M
Diversify Wealth Management, LLC283,192
0.1% of portfolio›$9.8M
Diversify Advisory Services, LLC283,192
0.1% of portfolio›$9.8M
Southern Capital Services Inc219,058
4.3% of portfolio›$7.5M
Next Level Private LLC203,727
1.4% of portfolio›$7.0M
JB Capital LLC176,398
0.2% of portfolio›$6.1M
Cornerstone Wealth Group, LLC172,636
0.3% of portfolio›$5.9M
Park Avenue Securities LLC171,988
0.1% of portfolio›$5.9M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors156,701
0.3% of portfolio›$5.4M
Independent Financial Group, LLC114,990
0.1% of portfolio›$4.0M
United Advisor Group, LLC112,800
0.4% of portfolio›$3.9M
Keeler Thomas Management LLC112,615
1.5% of portfolio›$3.9M
Semus Wealth Partners LLC107,240
1.7% of portfolio›$3.7M
Triad Wealth Partners, LLC104,072
0.2% of portfolio›$3.6M
Beacon Financial Group85,853
0.3% of portfolio›$3.0M
Flagship Private Wealth, LLC79,779
1.0% of portfolio›$2.7M
Kelly Financial Services LLC75,385
0.6% of portfolio›$2.6M
3Edge Asset Management, LP74,150
0.1% of portfolio›$2.6M
Arwa LLC63,890
0.8% of portfolio›$2.2M
ShoreHaven Wealth Partners, LLC63,543
0.7% of portfolio›$2.2M
Cambridge Investment Research Advisors, Inc.60,741
0.0% of portfolio›$2.1M
First Horizon Corp54,555
0.1% of portfolio›$1.9M
Sovran Advisors, LLC51,966
0.1% of portfolio›$1.8M
Stackstone Wealth, LLC48,424
0.2% of portfolio›$1.7M
Detalus Advisors, LLC47,302
0.3% of portfolio›$1.6M
Apollon Wealth Management, LLC46,227
0.0% of portfolio›$1.6M
Quadrant Private Wealth Management, LLC43,410
0.2% of portfolio›$1.5M
RDA Financial Network39,898
0.3% of portfolio›$1.4M
Sheets Smith Wealth Management39,514
0.1% of portfolio›$1.4M
Integrated Advisors Network LLC38,501
0.1% of portfolio›$1.3M
Embree Financial Group37,899
0.1% of portfolio›$1.3M
Simplicity Wealth,LLC36,176
0.0% of portfolio›$1.2M
Bauman Advisory Group, LLC33,287
0.6% of portfolio›$1.1M
Optima Capital LLC30,100
0.4% of portfolio›$1.0M
Avantra Family Wealth, Inc.25,693
0.5% of portfolio›$885.4K
Shepherd Financial Partners LLC23,666
0.1% of portfolio›$815.5K
MGO One Seven LLC22,724
0.0% of portfolio›$783.1K
Skyline Advisors, Inc.21,465
0.2% of portfolio›$739.7K
SigFig Wealth Management, LLC21,428
0.0% of portfolio›$738.4K
OpenArc Corporate Advisory, LLC21,425
0.0% of portfolio›$738.3K
PMG Family Office LLC20,815
0.7% of portfolio›$717.3K
Ehrlich Financial Group19,546
0.3% of portfolio›$673.6K
Asset One Wealth Management LLC19,202
0.1% of portfolio›$661.7K
Clarity Wealth Advisors, LLC17,700
0.1% of portfolio›$609.9K
Creative Planning15,020
0.0% of portfolio›$517.6K
Security Financial Services, Inc.14,968
0.1% of portfolio›$515.8K
Elevation Point Wealth Partners, LLC14,738
0.0% of portfolio›$507.9K
Golden State Wealth Management, LLC13,729
0.0% of portfolio›$473.1K
High Net Worth Advisory Group LLC13,225
0.1% of portfolio›$455.7K
Two West Capital Advisors LLC13,223
0.2% of portfolio›$455.4K
Strategic Blueprint, LLC13,084
0.0% of portfolio›$450.9K
Wealth Quarterback LLC12,971
0.1% of portfolio›$447.0K
Onyx Bridge Wealth Group LLC12,363
0.0% of portfolio›$426.0K
Encompass More Asset Management12,045
0.1% of portfolio›$415.1K
Atlas Private Wealth Advisors11,989
0.1% of portfolio›$413.1K
Sagespring Wealth Partners, LLC11,058
0.0% of portfolio›$381.1K
Concurrent Investment Advisors, LLC10,670
0.0% of portfolio›$367.7K
Truist Financial Corp10,088
0.0% of portfolio›$347.6K
LifeGoal Investments, LLC10,034
0.1% of portfolio›$345.8K
Valicenti Advisory Services Inc9,522
0.2% of portfolio›$328.0K
Lockerman Financial Group, Inc.9,280
0.5% of portfolio›$319.8K
Unique Wealth, LLC9,170
0.0% of portfolio›$316.0K
SeaCrest Wealth Management, LLC8,836
0.0% of portfolio›$304.5K
Kestra Advisory Services, LLC8,634
0.0% of portfolio›$297.5K
West Wealth Group, LLC8,256
0.0% of portfolio›$284.5K
Calamos Wealth Management LLC8,040
0.0% of portfolio›$277.1K
Apollon Financial, LLC8,000
0.0% of portfolio›$275.7K
Town Capital LLC7,836
0.2% of portfolio›$270.0K
Silverlake Wealth Management LLC7,789
0.1% of portfolio›$268.4K
Tennessee Valley Asset Management Partners7,747
0.0% of portfolio›$267.0K
Visionary Horizons, LLC7,091
0.1% of portfolio›$244.4K
Transcendent Capital Group LLC7,000
0.1% of portfolio›$241.2K
Wetzel Investment Advisors, Inc.6,704
0.1% of portfolio›$231.0K
Redhawk Wealth Advisors, Inc.6,646
0.0% of portfolio›$229.0K
Ashton Thomas Securities, LLC6,500
0.0% of portfolio›$224.0K
Willner & Heller, LLC6,499
0.1% of portfolio›$224.0K
Oregon Pacific Wealth Management, LLC5,890
0.2% of portfolio›$203.0K
Wealthcare Advisory Partners LLC5,842
0.0% of portfolio›$201.3K
Farther Finance Advisors, LLC5,025
0.0% of portfolio›$173.2K
Spire Wealth Management3,843
0.0% of portfolio›$132.4K
Essential Investment Partners LLC2,192
0.1% of portfolio›$75.5K
IFP Advisors, Inc2,168
0.0% of portfolio›$74.7K
High Point Wealth Management, LLC1,408
0.0% of portfolio›$48.5K
West Branch Capital LLC1,011
0.0% of portfolio›$34.8K
Private Trust Co NA789
0.0% of portfolio›$27.2K
AlphaCore Capital LLC756
0.0% of portfolio›$26.1K
Ashton Thomas Private Wealth, LLC444
0.0% of portfolio›$15.3K
Portfolio Resources Advisor Group, Inc.281
0.0% of portfolio›$9.7K
Financial Network Wealth Advisors LLC244
0.0% of portfolio›$8.4K
Compass Financial Management LLC218
0.0% of portfolio›$7.5K
Signature Equity Partners, LLC153
0.0% of portfolio›$5.3K
Asset Dedication, LLC87
0.0% of portfolio›$3.0K
Capital Investment Advisory Services, LLC35
0.0% of portfolio›$1.2K
Dhjj Financial Advisors, Ltd.10
0.0% of portfolio›$345
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
750,371$25.9M0.0%ETFLowWaltham, MA2026-11-02
Avior Wealth Management, LLC
665,889$22.9M0.6%ETFMediumOmaha, NE2026-10-13
Assetmark, Inc
413,214$14.2M0.0%ETFLowConcord, CA2026-10-21
Patriot Financial Group Insurance Agency, LLC
336,973$11.6M1.1%GrowthLowWalpole, MA2026-10-14
Decker Wealth Management LLC
302,884$10.4M2.1%MomentumLowNashville, TN2026-10-09
Diversify Wealth Management, LLC
283,192$9.8M0.1%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
283,192$9.8M0.1%GrowthLowSandy, UT2026-10-20
Southern Capital Services Inc
219,058$7.5M4.3%ETFMediumDaphne, AL2026-10-19
Next Level Private LLC
203,727$7.0M1.4%CoreVery LowHarrison, NY2026-10-20
JB Capital LLC
176,398$6.1M0.2%ETFMediumWethersfield, CT2026-10-19
Cornerstone Wealth Group, LLC
172,636$5.9M0.3%CoreMediumHuntersville, NC2026-11-02
Park Avenue Securities LLC
171,988$5.9M0.1%ETFMediumNew York, NY2026-10-26
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
156,701$5.4M0.3%ETFMediumWestlake, OH2026-10-14
Independent Financial Group, LLC
114,990$4.0M0.1%GrowthLowSan Diego, CA2026-10-13
United Advisor Group, LLC
112,800$3.9M0.4%ETFLowCincinnati, OH2026-11-03
Keeler Thomas Management LLC
112,615$3.9M1.5%CoreHighOrem, UT2026-10-29
Semus Wealth Partners LLC
107,240$3.7M1.7%GrowthLowBoca Raton, FL2026-10-22
Triad Wealth Partners, LLC
104,072$3.6M0.2%ETFMediumLawrence, KS2026-10-26
Beacon Financial Group
85,853$3.0M0.3%ETFMediumDallas, TX2026-10-19
Flagship Private Wealth, LLC
79,779$2.7M1.0%ETFLowWoburn, MA2026-11-05
Kelly Financial Services LLC
75,385$2.6M0.6%ETFMediumBraintree, MA2026-10-20
3Edge Asset Management, LP
74,150$2.6M0.1%ETFMediumNaples, FL2026-10-30
Arwa LLC
63,890$2.2M0.8%ETFMediumFort Worth, TX2026-10-21
ShoreHaven Wealth Partners, LLC
63,543$2.2M0.7%ETFMediumRed Bank, NJ2026-10-16
Cambridge Investment Research Advisors, Inc.
60,741$2.1M0.0%ETFLowFairfield, IA2026-11-02
First Horizon Corp
54,555$1.9M0.1%CoreLowMemphis, TN2026-10-26
Sovran Advisors, LLC
51,966$1.8M0.1%ETFMediumSan Diego, CA2026-11-02
Stackstone Wealth, LLC
48,424$1.7M0.2%CoreN/ADubuque, IA2026-10-19
Detalus Advisors, LLC
47,302$1.6M0.3%ETFLowSt. Louis, MO2026-10-15
Apollon Wealth Management, LLC
46,227$1.6M0.0%GrowthLowMount Pleasant, SC2026-10-23
Quadrant Private Wealth Management, LLC
43,410$1.5M0.2%GrowthLowCenter Valley, PA2026-11-04
RDA Financial Network
39,898$1.4M0.3%GrowthMediumAkron, IA2026-10-15
Sheets Smith Wealth Management
39,514$1.4M0.1%CoreLowWinston-Salem, NC2026-10-16
Integrated Advisors Network LLC
38,501$1.3M0.1%GrowthMediumDallas, TX2026-10-20
Embree Financial Group
37,899$1.3M0.1%ETFLowChicago, IL2026-10-22
Simplicity Wealth,LLC
36,176$1.2M0.0%ETFLowSummit, NJ2026-10-23
Bauman Advisory Group, LLC
33,287$1.1M0.6%ETFMediumLas Vegas, NV2026-10-29
Optima Capital LLC
30,100$1.0M0.4%ETFHighPortland, OR2026-10-29
Avantra Family Wealth, Inc.
25,693$885.4K0.5%CoreMediumMechanicsburg, PA2026-10-20
Shepherd Financial Partners LLC
23,666$815.5K0.1%ETFLowWinchester, MA2026-11-03
MGO One Seven LLC
22,724$783.1K0.0%GrowthLowBeachwood, OH2026-10-28
Skyline Advisors, Inc.
21,465$739.7K0.2%ETFMediumBellingham, WA2026-11-03
SigFig Wealth Management, LLC
21,428$738.4K0.0%ETFLowSan Francisco, CA2026-10-07
OpenArc Corporate Advisory, LLC
21,425$738.3K0.0%GrowthLowAtlanta, GA2026-10-21
PMG Family Office LLC
20,815$717.3K0.7%YieldVery LowPlano, TX2026-10-19
Ehrlich Financial Group
19,546$673.6K0.3%ETFHighLaguna Niguel, CA2026-10-20
Asset One Wealth Management LLC
19,202$661.7K0.1%GrowthLowBellevue, WA2026-11-02
Clarity Wealth Advisors, LLC
17,700$609.9K0.1%ETFVery LowSan Jose, CA2026-10-21
Creative Planning
15,020$517.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Security Financial Services, Inc.
14,968$515.8K0.1%ETFMediumFort Wayne, IN2026-10-29
Elevation Point Wealth Partners, LLC
14,738$507.9K0.0%CoreHighDenver, CO2026-11-05
Golden State Wealth Management, LLC
13,729$473.1K0.0%ETFMediumSanta Ana, CA2026-11-02
High Net Worth Advisory Group LLC
13,225$455.7K0.1%ETFVery LowNaples, FL2026-10-26
Two West Capital Advisors LLC
13,223$455.4K0.2%ETFLowOverland Park, KS2026-10-15
Strategic Blueprint, LLC
13,084$450.9K0.0%ETFLowAtlanta, GA2026-10-22
Wealth Quarterback LLC
12,971$447.0K0.1%ETFMediumToms River, NJ2026-10-20
Onyx Bridge Wealth Group LLC
12,363$426.0K0.0%ETFMediumTarrytown, NY2026-10-16
Encompass More Asset Management
12,045$415.1K0.1%ETFHighDanville, CA2026-10-16
Atlas Private Wealth Advisors
11,989$413.1K0.1%ETFLowRed Bank, NJ2026-10-23
Sagespring Wealth Partners, LLC
11,058$381.1K0.0%ETFLowFranklin, TN2026-10-22
Concurrent Investment Advisors, LLC
10,670$367.7K0.0%GrowthMediumTampa, FL2026-10-16
Truist Financial Corp
10,088$347.6K0.0%CoreLowCharlotte, NC2026-10-30
LifeGoal Investments, LLC
10,034$345.8K0.1%ETFLowSaratoga Springs, NY2026-10-09
Valicenti Advisory Services Inc
9,522$328.0K0.2%GrowthLowElmira, NY2026-10-23
Lockerman Financial Group, Inc.
9,280$319.8K0.5%ETFMediumNewport Beach, CA2026-10-19
Unique Wealth, LLC
9,170$316.0K0.0%ETFMediumTampa, FL2026-10-16
SeaCrest Wealth Management, LLC
8,836$304.5K0.0%GrowthLowPurchase, NY2026-10-21
Kestra Advisory Services, LLC
8,634$297.5K0.0%CoreLowAustin, TX2026-11-02
West Wealth Group, LLC
8,256$284.5K0.0%ETFMediumIrvine, CA2026-10-14
Calamos Wealth Management LLC
8,040$277.1K0.0%GrowthMediumNaperville, IL2026-11-02
Apollon Financial, LLC
8,000$275.7K0.0%ETFVery LowMount Pleasant, SC2026-10-23
Town Capital LLC
7,836$270.0K0.2%ETFHighBel Air, MD2026-11-03
Silverlake Wealth Management LLC
7,789$268.4K0.1%ETFLowWilliston, VT2026-10-21
Tennessee Valley Asset Management Partners
7,747$267.0K0.0%ETFLowKnoxville, TN2026-11-03
Visionary Horizons, LLC
7,091$244.4K0.1%ETFLowKnoxville, TN2026-10-22
Transcendent Capital Group LLC
7,000$241.2K0.1%ETFMediumEdmond, OK2026-10-28
Wetzel Investment Advisors, Inc.
6,704$231.0K0.1%ETFLowIndianapolis, IN2026-10-13
Redhawk Wealth Advisors, Inc.
6,646$229.0K0.0%ETFHighMinneapolis, MN2026-10-14
Ashton Thomas Securities, LLC
6,500$224.0K0.0%ETFMediumRochester, NY2026-10-26
Willner & Heller, LLC
6,499$224.0K0.1%GrowthLowEncino, CA2026-10-28
Oregon Pacific Wealth Management, LLC
5,890$203.0K0.2%ETFMediumMedford, OR2026-10-20
Wealthcare Advisory Partners LLC
5,842$201.3K0.0%ETFLowWest Chester, PA2026-10-21
Farther Finance Advisors, LLC
5,025$173.2K0.0%IndexLowSan Francisco, CA2026-10-08
Spire Wealth Management
3,843$132.4K0.0%GrowthMediumMclean, VA2026-10-30
Essential Investment Partners LLC
2,192$75.5K0.1%GrowthLowEnglewood, CO2026-10-27
IFP Advisors, Inc
2,168$74.7K0.0%GrowthLowTampa, FL2026-10-16
High Point Wealth Management, LLC
1,408$48.5K0.0%ETFLowChester, NJ2026-11-05
West Branch Capital LLC
1,011$34.8K0.0%GrowthVery LowAmherst, MA2026-10-20
Private Trust Co NA
789$27.2K0.0%CoreLowCleveland, OH2026-10-20
AlphaCore Capital LLC
756$26.1K0.0%ETFLowLa Jolla, CA2026-11-04
Ashton Thomas Private Wealth, LLC
444$15.3K0.0%CoreMediumScottsdale, AZ2026-11-03
Portfolio Resources Advisor Group, Inc.
281$9.7K0.0%ETFMediumCoral Gables, FL2026-10-20
Financial Network Wealth Advisors LLC
244$8.4K0.0%ETFLowMurray, UT2026-10-28
Compass Financial Management LLC
218$7.5K0.0%CoreN/ATampa, FL2026-10-30
Signature Equity Partners, LLC
153$5.3K0.0%GrowthMediumColumbus, OH2026-10-29
Asset Dedication, LLC
87$3.0K0.0%ETFLowSan Francisco, CA2026-11-03
Capital Investment Advisory Services, LLC
35$1.2K0.0%CoreMediumRaleigh, NC2026-10-30
Dhjj Financial Advisors, Ltd.
10$3450.0%ETFVery LowNaperville, IL2026-10-23