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Institutional Holders of BALT

There is a long list of 97 institutional holders of BALT within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of BALT by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-BALT table below, the initial column indicates the name of each top institutional holder of BALT, with a link to that fund's top holdings. The next columns indicate the amount of BALT stock held by each of the institutional holders of BALT, followed by the BALT position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

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
Crown Wealth Group LLC459,024$13,431 03/31/2024
     BALT459,024$13,431 03/31/2024
Milestone Asset Management LLC427,235$12,501 03/31/2024
     BALT427,235$12,501 03/31/2024
Commonwealth Equity Services LLC409,701$11,988 03/31/2024
     BALT409,701$11,988 03/31/2024
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors400,719$11,725 03/31/2024
     BALT400,719$11,725 03/31/2024
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
Lincoln National Corp348,296$10,191 03/31/2024
     BALT348,296$10,191 03/31/2024
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
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
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
Integral Investment Advisors Inc.161,300$4,710 03/31/2024
     BALT161,300$4,710 03/31/2024
Cambridge Investment Research Advisors Inc.155,827$4,559 03/31/2024
     BALT155,827$4,559 03/31/2024
Sigma Planning Corp133,914$3,918 03/31/2024
     BALT133,914$3,918 03/31/2024
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
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 LLC50,139$1,467 03/31/2024
     BALT50,139$1,467 03/31/2024
Main Street Financial Solutions LLC48,277$1,413 03/31/2024
     BALT48,277$1,413 03/31/2024
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
Diversify Advisory Services LLC38,750$1,133 03/31/2024
     BALT38,750$1,133 03/31/2024

See All: Funds Holding BALT
See Details: Top 10 Hedge Funds Holding BALT
Also See: BALT Insider Buying
Also See: BALT Holdings Changes

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