Funds Holding BALT

On this page, we present all of the funds holding BALT from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BALT, with a link to that fund's top holdings. The next columns indicate the amount of BALT stock held by each of the funds holding BALT, followed by the BALT position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 72 funds holding BALT within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Envestnet Asset Management Inc.. For more details on the positions held by Envestnet Asset Management Inc. (or by any of the other funds holding BALT), click the fund name in the "Holder" column of the funds-holding-BALT table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Asset Management Inc.1,758,910$49,056 06/30/2023
     BALT1,758,910$49,056 06/30/2023
Advisor Group Holdings Inc.1,122,639$31,301 06/30/2023
     BALT1,122,639$31,301 06/30/2023
Brookstone Capital Management650,004$18,096 06/30/2023
     BALT650,004$18,096 06/30/2023
Crown Wealth Group LLC336,315$9,380 06/30/2023
     BALT336,315$9,380 06/30/2023
Sigma Planning Corp290,663$8,107 06/30/2023
     BALT290,663$8,107 06/30/2023
Sunbelt Securities Inc.285,053$7,950 06/30/2023
     BALT285,053$7,950 06/30/2023
Personal CFO Solutions LLC284,451$7,933 06/30/2023
     BALT284,451$7,933 06/30/2023
Centaurus Financial Inc.261,843$7,303 06/30/2023
     BALT261,843$7,303 06/30/2023
Financial Gravity Asset Management Inc.28$7,067 06/30/2023
     BALT28$7,067 06/30/2023
Wealthcare Advisory Partners LLC252,698$7,048 06/30/2023
     BALT252,698$7,048 06/30/2023
Commonwealth Equity Services LLC248,825$6,940 06/30/2023
     BALT248,825$6,940 06/30/2023
RFG Advisory LLC242,867$6,774 06/30/2023
     BALT242,867$6,774 06/30/2023
Cambridge Investment Research Advisors Inc.205,883$5,742 06/30/2023
     BALT205,883$5,742 06/30/2023
Dominguez Wealth Management Solutions Inc.196,882$5,491 06/30/2023
     BALT196,882$5,491 06/30/2023
Miracle Mile Advisors LLC190,399$5,310 06/30/2023
     BALT190,399$5,310 06/30/2023
CRA Financial Services LLC154,440$4,307 06/30/2023
     BALT154,440$4,307 06/30/2023
Integral Investment Advisors Inc.154,036$4,296 06/30/2023
     BALT154,036$4,296 06/30/2023
Capstone Triton Financial Group LLC134,044$3,738 06/30/2023
     BALT134,044$3,738 06/30/2023
Lincoln National Corp132,381$3,692 06/30/2023
     BALT132,381$3,692 06/30/2023
MML Investors Services LLC115,236$3,214 06/30/2023
     BALT115,236$3,214 06/30/2023
Wealthquest Corp104,104$2,903 06/30/2023
     BALT104,104$2,903 06/30/2023
Accuvest Global Advisors93,000$2,594 06/30/2023
     BALT93,000$2,594 06/30/2023
AE Wealth Management LLC91,195$2,543 06/30/2023
     BALT91,195$2,543 06/30/2023
Cetera Investment Advisers86,514$2,413 06/30/2023
     BALT86,514$2,413 06/30/2023
Kestra Advisory Services LLC84,885$2,367 06/30/2023
     BALT84,885$2,367 06/30/2023
Kingsview Wealth Management LLC77,821$2,170 06/30/2023
     BALT77,821$2,170 06/30/2023
Pensionmark Financial Group LLC76,100$2,122 06/30/2023
     BALT76,100$2,122 06/30/2023
Sfmg LLC76,055$2,121 06/30/2023
     BALT76,055$2,121 06/30/2023
Financial Advisory Corp UT ADV72,841$2,032 06/30/2023
     BALT72,841$2,032 06/30/2023
RiverTree Advisors LLC65,592$1,829 06/30/2023
     BALT65,592$1,829 06/30/2023
Atria Wealth Solutions Inc.65,498$1,827 06/30/2023
     BALT65,498$1,827 06/30/2023
Compass Advisory Group LLC64,217$1,791 06/30/2023
     BALT64,217$1,791 06/30/2023
Dfpg Investments LLC62,340$1,749 06/30/2023
     BALT62,340$1,749 06/30/2023
Mariner LLC60,036$1,674 06/30/2023
     BALT60,036$1,674 06/30/2023
Capital Analysts LLC57,377$1,599 06/30/2023
     BALT57,377$1,599 06/30/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors50,811$1,417 06/30/2023
     BALT50,811$1,417 06/30/2023
Bay Colony Advisory Group Inc d b a Bay Colony Advisors44,636$1,245 06/30/2023
     BALT44,636$1,245 06/30/2023
BCJ Capital Management LLC43,385$1,210 06/30/2023
     BALT43,385$1,210 06/30/2023
Main Street Financial Solutions LLC43,110$1,202 06/30/2023
     BALT43,110$1,202 06/30/2023
Janney Montgomery Scott LLC40,800$1,138 06/30/2023
     BALT40,800$1,138 06/30/2023
BCS Wealth Management40,781$1,137 06/30/2023
     BALT40,781$1,137 06/30/2023
Visionary Wealth Advisors39,250$1,095 06/30/2023
     BALT39,250$1,095 06/30/2023
Delta Investment Management LLC36,853$1,028 06/30/2023
     BALT36,853$1,028 06/30/2023
Kestra Private Wealth Services LLC36,412$1,016 06/30/2023
     BALT36,412$1,016 06/30/2023
Benjamin F. Edwards & Company Inc.34,468$961 06/30/2023
     BALT34,468$961 06/30/2023
Harbour Investments Inc.30,017$837 06/30/2023
     BALT30,017$837 06/30/2023
Cetera Advisor Networks LLC28,494$795 06/30/2023
     BALT28,494$795 06/30/2023
Rockefeller Capital Management L.P.27,355$763 06/30/2023
     BALT27,355$763 06/30/2023
HighTower Advisors LLC26,730$745 06/30/2023
     BALT26,730$745 06/30/2023
Wealth Advisory Solutions LLC26,517$740 06/30/2023
     BALT26,517$740 06/30/2023
Vista Investment Management26,509$739 06/30/2023
     BALT26,509$739 06/30/2023
SILVER OAK SECURITIES Inc25,853$721 06/30/2023
     BALT25,853$721 06/30/2023
U.S. Capital Wealth Advisors LLC22,923$639 06/30/2023
     BALT22,923$639 06/30/2023
WealthPLAN Partners LLC18,252$509 06/30/2023
     BALT18,252$509 06/30/2023
Resources Investment Advisors LLC.18,000$502 06/30/2023
     BALT18,000$502 06/30/2023
Cambridge Advisors Inc.15,768$440 06/30/2023
     BALT15,768$440 06/30/2023
Cetera Advisors LLC15,751$439 06/30/2023
     BALT15,751$439 06/30/2023
Cedar Brook Financial Partners LLC15,533$433 06/30/2023
     BALT15,533$433 06/30/2023
GWM Advisors LLC14,989$418 06/30/2023
     BALT14,989$418 06/30/2023
Raymond James Financial Services Advisors Inc.14,741$411 06/30/2023
     BALT14,741$411 06/30/2023
Vantage Financial Partners LLC14,590$407 06/30/2023
     BALT14,590$407 06/30/2023
Stratos Wealth Advisors LLC14,309$399 06/30/2023
     BALT14,309$399 06/30/2023
D. B. Root & Company LLC13,560$378 06/30/2023
     BALT13,560$378 06/30/2023
IFP Advisors Inc12,784$357 06/30/2023
     BALT12,784$357 06/30/2023
Truist Financial Corp11,278$315 06/30/2023
     BALT11,278$315 06/30/2023
Eqis Capital Management Inc.9,049$252 06/30/2023
     BALT9,049$252 06/30/2023
Koshinski Asset Management Inc.7,641$213 06/30/2023
     BALT7,641$213 06/30/2023
Penserra Capital Management LLC718$20 06/30/2023
     BALT718$20 06/30/2023
Morgan Stanley550$15 06/30/2023
     BALT550$15 06/30/2023
JPMorgan Chase & Co.447$12 06/30/2023
     BALT447$12 06/30/2023
SRS Capital Advisors Inc.177$5 06/30/2023
     BALT177$5 06/30/2023
Worth Asset Management LLC162$5 06/30/2023
     BALT162$5 06/30/2023
Proequities Inc.0$0 06/30/2023
     BALT0$0 06/30/2023

See Summary: Institutional Holders of BALT
See Details: Top 10 Hedge Funds Holding BALT
Also See: BALT Insider Buying
Also See: BALT Holdings Changes

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