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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 93 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 Foundations Investment Advisors LLC. For more details on the positions held by Foundations Investment Advisors LLC (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
Foundations Investment Advisors LLC2,872,894$82,768 12/31/2023
     BALT2,872,894$82,768 12/31/2023
Envestnet Asset Management Inc.1,759,003$50,255 12/31/2023
     BALT1,759,003$50,255 12/31/2023
Kingsview Wealth Management LLC1,302,512$37,213 12/31/2023
     BALT1,302,512$37,213 12/31/2023
Advisor Group Holdings Inc.725,599$20,730 12/31/2023
     BALT725,599$20,730 12/31/2023
Brookstone Capital Management664,860$19,454 03/31/2024
     BALT664,860$19,454 03/31/2024
Milestone Asset Management LLC427,235$12,501 03/31/2024
     BALT427,235$12,501 03/31/2024
Crown Wealth Group LLC412,966$11,798 12/31/2023
     BALT412,966$11,798 12/31/2023
Cetera Advisor Networks LLC388,295$11,094 12/31/2023
     BALT388,295$11,094 12/31/2023
Sunbelt Securities Inc.376,924$11,029 03/31/2024
     BALT376,924$11,029 03/31/2024
Centaurus Financial Inc.374,213$10,691 12/31/2023
     BALT374,213$10,691 12/31/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors351,539$10,043 12/31/2023
     BALT351,539$10,043 12/31/2023
Balyasny Asset Management LLC333,442$9,526 12/31/2023
     BALT333,442$9,526 12/31/2023
Wealthquest Corp315,494$9,014 12/31/2023
     BALT315,494$9,014 12/31/2023
Personal CFO Solutions LLC287,644$8,218 12/31/2023
     BALT287,644$8,218 12/31/2023
Commonwealth Equity Services LLC283,778$8,108 12/31/2023
     BALT283,778$8,108 12/31/2023
Cetera Investment Advisers277,576$7,930 12/31/2023
     BALT277,576$7,930 12/31/2023
Wealthcare Advisory Partners LLC245,291$7,177 03/31/2024
     BALT245,291$7,177 03/31/2024
Lincoln National Corp246,895$7,054 12/31/2023
     BALT246,895$7,054 12/31/2023
CRA Financial Services LLC208,570$6,103 03/31/2024
     BALT208,570$6,103 03/31/2024
Dominguez Wealth Management Solutions Inc.197,121$5,768 03/31/2024
     BALT197,121$5,768 03/31/2024
Financial Designs Corp192,976$5,646 03/31/2024
     BALT192,976$5,646 03/31/2024
MML Investors Services LLC176,717$5,049 12/31/2023
     BALT176,717$5,049 12/31/2023
AE Wealth Management LLC165,876$4,774 12/31/2023
     BALT165,876$4,774 12/31/2023
Cambridge Investment Research Advisors Inc.155,827$4,559 03/31/2024
     BALT155,827$4,559 03/31/2024
Integral Investment Advisors Inc.157,555$4,501 12/31/2023
     BALT157,555$4,501 12/31/2023
Mariner LLC133,206$3,806 12/31/2023
     BALT133,206$3,806 12/31/2023
We Are One Seven LLC124,100$3,546 12/31/2023
     BALT124,100$3,546 12/31/2023
Sigma Planning Corp119,305$3,409 12/31/2023
     BALT119,305$3,409 12/31/2023
Miracle Mile Advisors LLC104,436$3,056 03/31/2024
     BALT104,436$3,056 03/31/2024
Raymond James Financial Services Advisors Inc.103,914$3,041 03/31/2024
     BALT103,914$3,041 03/31/2024
Raymond James & Associates101,528$2,971 03/31/2024
     BALT101,528$2,971 03/31/2024
Capstone Triton Financial Group LLC99,989$2,926 03/31/2024
     BALT99,989$2,926 03/31/2024
Ritholtz Wealth Management77,935$2,280 03/31/2024
     BALT77,935$2,280 03/31/2024
Atria Wealth Solutions Inc.78,405$2,240 12/31/2023
     BALT78,405$2,240 12/31/2023
Pensionmark Financial Group LLC77,725$2,221 12/31/2023
     BALT77,725$2,221 12/31/2023
Financial Advisory Corp UT ADV74,948$2,193 03/31/2024
     BALT74,948$2,193 03/31/2024
Kestra Advisory Services LLC75,264$2,150 12/31/2023
     BALT75,264$2,150 12/31/2023
RiverTree Advisors LLC64,710$1,893 03/31/2024
     BALT64,710$1,893 03/31/2024
Sfmg LLC66,144$1,890 12/31/2023
     BALT66,144$1,890 12/31/2023
RFG Advisory LLC63,271$1,851 03/31/2024
     BALT63,271$1,851 03/31/2024
Dfpg Investments LLC62,275$1,773 12/31/2023
     BALT62,275$1,773 12/31/2023
Capital Analysts LLC61,413$1,754 12/31/2023
     BALT61,413$1,754 12/31/2023
Capasso Planning Partners LLC58,978$1,726 03/31/2024
     BALT58,978$1,726 03/31/2024
Delta Investment Management LLC57,357$1,639 12/31/2023
     BALT57,357$1,639 12/31/2023
Compass Advisory Group LLC54,151$1,547 12/31/2023
     BALT54,151$1,547 12/31/2023
Main Street Financial Solutions LLC48,277$1,413 03/31/2024
     BALT48,277$1,413 03/31/2024
Kestra Private Wealth Services LLC49,316$1,409 12/31/2023
     BALT49,316$1,409 12/31/2023
Visionary Wealth Advisors44,318$1,266 12/31/2023
     BALT44,318$1,266 12/31/2023
Harbour Investments Inc.43,813$1,252 12/31/2023
     BALT43,813$1,252 12/31/2023
BCS Wealth Management40,466$1,184 03/31/2024
     BALT40,466$1,184 03/31/2024
Long Island Wealth Management Inc.38,914$1,112 12/31/2023
     BALT38,914$1,112 12/31/2023
Cetera Advisors LLC38,870$1,111 12/31/2023
     BALT38,870$1,111 12/31/2023
HighTower Advisors LLC34,177$976 12/31/2023
     BALT34,177$976 12/31/2023
BCJ Capital Management LLC33,602$960 12/31/2023
     BALT33,602$960 12/31/2023
Benchmark Investment Advisors LLC33,602$960 12/31/2023
     BALT33,602$960 12/31/2023
Cedar Brook Financial Partners LLC32,521$952 03/31/2024
     BALT32,521$952 03/31/2024
Beacon Pointe Advisors LLC31,960$913 12/31/2023
     BALT31,960$913 12/31/2023
U.S. Capital Wealth Advisors LLC29,445$841 12/31/2023
     BALT29,445$841 12/31/2023
CoreCap Advisors LLC29,234$835 12/31/2023
     BALT29,234$835 12/31/2023
Jane Street Group LLC28,774$822 12/31/2023
     BALT28,774$822 12/31/2023
SILVER OAK SECURITIES Inc24,702$706 12/31/2023
     BALT24,702$706 12/31/2023
Vantage Financial Partners LLC22,068$630 12/31/2023
     BALT22,068$630 12/31/2023
Pine Harbor Wealth Management LLC20,147$576 12/31/2023
     BALT20,147$576 12/31/2023
Wealth Enhancement Advisory Services LLC18,599$544 03/31/2024
     BALT18,599$544 03/31/2024
Resources Investment Advisors LLC.18,000$514 12/31/2023
     BALT18,000$514 12/31/2023
Stratos Wealth Advisors LLC17,010$498 03/31/2024
     BALT17,010$498 03/31/2024
WealthPLAN Partners LLC15,198$434 12/31/2023
     BALT15,198$434 12/31/2023
Comprehensive Financial Consultants Institutional Inc.15,147$433 12/31/2023
     BALT15,147$433 12/31/2023
Wealth Advisory Solutions LLC14,691$430 03/31/2024
     BALT14,691$430 03/31/2024
Strategic Blueprint LLC12,615$369 03/31/2024
     BALT12,615$369 03/31/2024
Bay Colony Advisory Group Inc d b a Bay Colony Advisors11,932$341 12/31/2023
     BALT11,932$341 12/31/2023
Koshinski Asset Management Inc.11,516$329 12/31/2023
     BALT11,516$329 12/31/2023
Citadel Advisors LLC11,128$318 12/31/2023
     BALT11,128$318 12/31/2023
LPL Financial LLC10,990$314 12/31/2023
     BALT10,990$314 12/31/2023
Ronald Blue Trust Inc.11,120$309 12/31/2023
     BALT11,120$309 12/31/2023
Rockefeller Capital Management L.P.10,750$307 12/31/2023
     BALT10,750$307 12/31/2023
Vista Investment Management10,760$307 12/31/2023
     BALT10,760$307 12/31/2023
Madison Wealth Partners Inc9,651$276 12/31/2023
     BALT9,651$276 12/31/2023
Encompass More Asset Management9,447$270 12/31/2023
     BALT9,447$270 12/31/2023
Eqis Capital Management Inc.7,845$224 12/31/2023
     BALT7,845$224 12/31/2023
Level Four Advisory Services LLC7,156$204 12/31/2023
     BALT7,156$204 12/31/2023
Fermata Advisors LLC6,925$203 03/31/2024
     BALT6,925$203 03/31/2024
Benjamin F. Edwards & Company Inc.6,708$192 12/31/2023
     BALT6,708$192 12/31/2023
Core Wealth Advisors Inc.5,230$149 12/31/2023
     BALT5,230$149 12/31/2023
Steward Partners Investment Advisory LLC4,429$127 12/31/2023
     BALT4,429$127 12/31/2023
GHP Investment Advisors Inc.2,508$73 03/31/2024
     BALT2,508$73 03/31/2024
Caitlin John LLC1,479$42 12/31/2023
     BALT1,479$42 12/31/2023
Proequities Inc.805$23 12/31/2023
     BALT805$23 12/31/2023
Principal Securities Inc.754$22 12/31/2023
     BALT754$22 12/31/2023
Orion Capital Management LLC246$7 12/31/2023
     BALT246$7 12/31/2023
UBS Group AG172$5 12/31/2023
     BALT172$5 12/31/2023
JPMorgan Chase & Co.100$3 12/31/2023
     BALT100$3 12/31/2023
DHJJ Financial Advisors Ltd.40$1 03/31/2024
     BALT40$1 03/31/2024
Capital Investment Advisory Services LLC40$1 12/31/2023
     BALT40$1 12/31/2023

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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