157 tracked 13F filers disclose a position in BALI as of the latest SEC 13F filings, a combined $726.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $70.6M | 2.3M | ▲+32% Added · +559K sh | Q1 2026 | |
| 2 | AMERIPRISE FINANCIAL INC | $63.8M | 2.1M | ▲+15% Added · +274K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $57.3M | 1.9M | ▲+10% Added · +173K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $56.5M | 1.8M | ▲+9.1% Added · +152K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $37.4M | 1.2M | ▲+66% Added · +483K sh | Q1 2026 | |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $28.4M | 921K | ▲+65% Added · +363K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $27.2M | 884K | ▲+220% Added · +608K sh | Q1 2026 | |
| 8 | FUKOKU MUTUAL LIFE INSURANCE CO | $24.9M | 737K | ▲+101% Added · +371K sh | Q2 2026 | |
| 9 | Avior Wealth Management, LLC | $22.0M | 713K | ▲New +713K sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | $19.7M | 639K | ▲+9.1% Added · +53K sh | Q1 2026 | |
| 11 | Envestnet Portfolio Solutions, Inc. | $19.2M | 569K | ▲+109% Added · +297K sh | Q2 2026 | |
| 12 | Vestmark Advisory Solutions, Inc. | $17.7M | 524K | —Held | Q2 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $14.9M | 484K | ▲+26% Added · +101K sh | Q1 2026 | |
| 14 | JPMORGAN CHASE & CO | $13.6M | 452K | ▲+47% Added · +144K sh | Q1 2026 | |
| 15 | ASSETMARK, INC | $14.1M | 418K | ▲+53% Added · +145K sh | Q2 2026 | |
| 16 | MORGAN STANLEY | $10.5M | 342K | ▲+8.2% Added · +26K sh | Q1 2026 | |
| 17 | Patriot Financial Group Insurance Agency, LLC | $10.9M | 321K | ▼−48% Reduced · −291K sh | Q2 2026 | |
| 18 | MML INVESTORS SERVICES, LLC | $10.7M | 317K | ▲+103% Added · +161K sh | Q2 2026 | |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $9.5M | 308K | ▲+6.2% Added · +18K sh | Q1 2026 | |
| 20 | Decker Wealth Management LLC | $10.4M | 307K | ▲New +307K sh | Q2 2026 | |
| 21 | Arax Advisory Partners | $10.3M | 304K | ▲59× Added · +298K sh | Q2 2026 | |
| 22 | U.S. Capital Wealth Advisors, LLC | $8.1M | 262K | ▲+0.5% Added · +1K sh | Q1 2026 | |
| 23 | DIVERSIFY WEALTH MANAGEMENT, LLC | $8.3M | 248K | ▲+46% Added · +78K sh | Q2 2026 | |
| 24 | Diversify Advisory Services, LLC | $8.3M | 248K | ▲Added Added · +248K sh | Q2 2026 | |
| 25 | Equitable Holdings, Inc. | $8.2M | 242K | ▲+32% Added · +59K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 9 funds opened a new position in BALI and 31 added to an existing one, while 5 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 73 funds | $43.5B |
| APPLE INCAAPL | 72 funds | $34.0B |
| MICROSOFT CORPMSFT | 71 funds | $27.3B |
| AMAZON.COM INCAMZN | 70 funds | $19.6B |
| ALPHABET INC-CL AGOOGL | 68 funds | $15.7B |
| ALPHABET INC-CL CGOOG | 68 funds | $11.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 68 funds | $9.0B |
| WALMART INCWMT | 68 funds | $4.5B |
| VANGUARD S&P 500 ETFVOO | 68 funds | $3.7B |
| BROADCOM INCAVGO | 67 funds | $14.8B |
| JPMORGAN CHASE & COJPM | 67 funds | $7.5B |
| ISHARES CORE S&P 500 ETFIVV | 67 funds | $7.1B |
Ranked by how many of BALI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| DYNFmc | 816 funds | $32.6B |
| BAImc | 597 funds | $11.6B |
| THROmc | 451 funds | $7.2B |
| BLCRmc | 385 funds | $4.6B |
| COROmc | 341 funds | $4.4B |
| IALTmc | 295 funds | $1.5B |
| IDEFmc | 243 funds | $3.6B |
| LCTUmc | 198 funds | $1.1B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for BALI
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BALI/capital-change-brief"
Use Arkolith's capital_change_brief for BALI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BALI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.