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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Foundations Investment Advisors LLC | 2,872,894 | $82,768 | 12/31/2023 |
BALT | 2,872,894 | $82,768 | 12/31/2023 |
Envestnet Asset Management Inc. | 1,759,003 | $50,255 | 12/31/2023 |
BALT | 1,759,003 | $50,255 | 12/31/2023 |
Kingsview Wealth Management LLC | 1,302,512 | $37,213 | 12/31/2023 |
BALT | 1,302,512 | $37,213 | 12/31/2023 |
Advisor Group Holdings Inc. | 725,599 | $20,730 | 12/31/2023 |
BALT | 725,599 | $20,730 | 12/31/2023 |
Brookstone Capital Management | 664,860 | $19,454 | 03/31/2024 |
BALT | 664,860 | $19,454 | 03/31/2024 |
Crown Wealth Group LLC | 459,024 | $13,431 | 03/31/2024 |
BALT | 459,024 | $13,431 | 03/31/2024 |
Milestone Asset Management LLC | 427,235 | $12,501 | 03/31/2024 |
BALT | 427,235 | $12,501 | 03/31/2024 |
Commonwealth Equity Services LLC | 409,701 | $11,988 | 03/31/2024 |
BALT | 409,701 | $11,988 | 03/31/2024 |
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 400,719 | $11,725 | 03/31/2024 |
BALT | 400,719 | $11,725 | 03/31/2024 |
Cetera Advisor Networks LLC | 388,295 | $11,094 | 12/31/2023 |
BALT | 388,295 | $11,094 | 12/31/2023 |
Sunbelt Securities Inc. | 376,924 | $11,029 | 03/31/2024 |
BALT | 376,924 | $11,029 | 03/31/2024 |
Centaurus Financial Inc. | 374,213 | $10,691 | 12/31/2023 |
BALT | 374,213 | $10,691 | 12/31/2023 |
Lincoln National Corp | 348,296 | $10,191 | 03/31/2024 |
BALT | 348,296 | $10,191 | 03/31/2024 |
Balyasny Asset Management LLC | 333,442 | $9,526 | 12/31/2023 |
BALT | 333,442 | $9,526 | 12/31/2023 |
Wealthquest Corp | 315,494 | $9,014 | 12/31/2023 |
BALT | 315,494 | $9,014 | 12/31/2023 |
Personal CFO Solutions LLC | 287,644 | $8,218 | 12/31/2023 |
BALT | 287,644 | $8,218 | 12/31/2023 |
Cetera Investment Advisers | 277,576 | $7,930 | 12/31/2023 |
BALT | 277,576 | $7,930 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 245,291 | $7,177 | 03/31/2024 |
BALT | 245,291 | $7,177 | 03/31/2024 |
CRA Financial Services LLC | 208,570 | $6,103 | 03/31/2024 |
BALT | 208,570 | $6,103 | 03/31/2024 |
Dominguez Wealth Management Solutions Inc. | 197,121 | $5,768 | 03/31/2024 |
BALT | 197,121 | $5,768 | 03/31/2024 |
Financial Designs Corp | 192,976 | $5,646 | 03/31/2024 |
BALT | 192,976 | $5,646 | 03/31/2024 |
MML Investors Services LLC | 176,717 | $5,049 | 12/31/2023 |
BALT | 176,717 | $5,049 | 12/31/2023 |
AE Wealth Management LLC | 165,876 | $4,774 | 12/31/2023 |
BALT | 165,876 | $4,774 | 12/31/2023 |
Integral Investment Advisors Inc. | 161,300 | $4,710 | 03/31/2024 |
BALT | 161,300 | $4,710 | 03/31/2024 |
Cambridge Investment Research Advisors Inc. | 155,827 | $4,559 | 03/31/2024 |
BALT | 155,827 | $4,559 | 03/31/2024 |
Sigma Planning Corp | 133,914 | $3,918 | 03/31/2024 |
BALT | 133,914 | $3,918 | 03/31/2024 |
Mariner LLC | 133,206 | $3,806 | 12/31/2023 |
BALT | 133,206 | $3,806 | 12/31/2023 |
We Are One Seven LLC | 124,100 | $3,546 | 12/31/2023 |
BALT | 124,100 | $3,546 | 12/31/2023 |
Miracle Mile Advisors LLC | 104,436 | $3,056 | 03/31/2024 |
BALT | 104,436 | $3,056 | 03/31/2024 |
Raymond James Financial Services Advisors Inc. | 103,914 | $3,041 | 03/31/2024 |
BALT | 103,914 | $3,041 | 03/31/2024 |
Raymond James & Associates | 101,528 | $2,971 | 03/31/2024 |
BALT | 101,528 | $2,971 | 03/31/2024 |
Capstone Triton Financial Group LLC | 99,989 | $2,926 | 03/31/2024 |
BALT | 99,989 | $2,926 | 03/31/2024 |
Ritholtz Wealth Management | 77,935 | $2,280 | 03/31/2024 |
BALT | 77,935 | $2,280 | 03/31/2024 |
Atria Wealth Solutions Inc. | 78,405 | $2,240 | 12/31/2023 |
BALT | 78,405 | $2,240 | 12/31/2023 |
Pensionmark Financial Group LLC | 77,725 | $2,221 | 12/31/2023 |
BALT | 77,725 | $2,221 | 12/31/2023 |
Financial Advisory Corp UT ADV | 74,948 | $2,193 | 03/31/2024 |
BALT | 74,948 | $2,193 | 03/31/2024 |
Kestra Advisory Services LLC | 75,264 | $2,150 | 12/31/2023 |
BALT | 75,264 | $2,150 | 12/31/2023 |
RiverTree Advisors LLC | 64,710 | $1,893 | 03/31/2024 |
BALT | 64,710 | $1,893 | 03/31/2024 |
Sfmg LLC | 66,144 | $1,890 | 12/31/2023 |
BALT | 66,144 | $1,890 | 12/31/2023 |
RFG Advisory LLC | 63,271 | $1,851 | 03/31/2024 |
BALT | 63,271 | $1,851 | 03/31/2024 |
Dfpg Investments LLC | 62,275 | $1,773 | 12/31/2023 |
BALT | 62,275 | $1,773 | 12/31/2023 |
Capital Analysts LLC | 61,413 | $1,754 | 12/31/2023 |
BALT | 61,413 | $1,754 | 12/31/2023 |
Capasso Planning Partners LLC | 58,978 | $1,726 | 03/31/2024 |
BALT | 58,978 | $1,726 | 03/31/2024 |
Delta Investment Management LLC | 57,357 | $1,639 | 12/31/2023 |
BALT | 57,357 | $1,639 | 12/31/2023 |
Compass Advisory Group LLC | 50,139 | $1,467 | 03/31/2024 |
BALT | 50,139 | $1,467 | 03/31/2024 |
Main Street Financial Solutions LLC | 48,277 | $1,413 | 03/31/2024 |
BALT | 48,277 | $1,413 | 03/31/2024 |
Visionary Wealth Advisors | 44,318 | $1,266 | 12/31/2023 |
BALT | 44,318 | $1,266 | 12/31/2023 |
Harbour Investments Inc. | 43,813 | $1,252 | 12/31/2023 |
BALT | 43,813 | $1,252 | 12/31/2023 |
BCS Wealth Management | 40,466 | $1,184 | 03/31/2024 |
BALT | 40,466 | $1,184 | 03/31/2024 |
Diversify Advisory Services LLC | 38,750 | $1,133 | 03/31/2024 |
BALT | 38,750 | $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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