234 tracked 13F filers disclose a position in BALT as of the latest SEC 13F filings, a combined $1.4B 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 | RAYMOND JAMES FINANCIAL INC | $85.1M | 2.5M | ▲+27% Added · +543K sh | Q1 2026 | |
| 2 | Wealthquest Corp | $87.1M | 2.5M | ▼−21% Reduced · −691K sh | Q2 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $82.4M | 2.5M | ▲+0.9% Added · +22K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $65.0M | 1.9M | ▲+74% Added · +829K sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | $53.3M | 1.6M | ▲+4.1% Added · +63K sh | Q1 2026 | |
| 6 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $46.8M | 1.4M | ▲+14% Added · +173K sh | Q1 2026 | |
| 7 | Kingsview Wealth Management, LLC | $38.7M | 1.2M | ▲+15% Added · +148K sh | Q1 2026 | |
| 8 | Reliant Wealth Planning | $33.6M | 1.0M | ▲+2.9% Added · +28K sh | Q1 2026 | |
| 9 | Crown Wealth Group, LLC | $33.5M | 979K | ▲+4.5% Added · +42K sh | Q2 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $31.6M | 945K | ▼−15% Reduced · −162K sh | Q1 2026 | |
| 11 | LPL Financial LLC | $27.4M | 818K | ▲+98% Added · +404K sh | Q1 2026 | |
| 12 | MTM FINANCIAL GROUP, LLC | $27.0M | 789K | ▲+0.1% Added · +1K sh | Q2 2026 | |
| 13 | CWM, LLC | $25.0M | 746K | ▼−5.3% Reduced · −41K sh | Q1 2026 | |
| 14 | Kure Advisory, LLC | $25.4M | 741K | ▲+4.3% Added · +30K sh | Q2 2026 | |
| 15 | Clear Creek Financial Management, LLC | $22.9M | 669K | ▲+9.1% Added · +56K sh | Q2 2026 | |
| 16 | AXXCESS WEALTH MANAGEMENT, LLC | $22.3M | 652K | ▲+45% Added · +204K sh | Q2 2026 | |
| 17 | AE Wealth Management LLC | $19.9M | 594K | ▼−14% Reduced · −94K sh | Q1 2026 | |
| 18 | Wealthcare Advisory Partners LLC | $18.0M | 526K | ▲+67% Added · +210K sh | Q2 2026 | |
| 19 | Visionary Wealth Advisors | $17.0M | 509K | ▲+36% Added · +136K sh | Q1 2026 | |
| 20 | NewEdge Advisors, LLC | $16.8M | 502K | ▼−16% Reduced · −98K sh | Q1 2026 | |
| 21 | CENTAURUS FINANCIAL, INC. | $16.2M | 483K | ▼−5.0% Reduced · −25K sh | Q1 2026 | |
| 22 | CRA Financial Services, LLC | $15.6M | 456K | ▲+0.5% Added · +2K sh | Q2 2026 | |
| 23 | Marshall Financial Group, LLC | $15.2M | 445K | ▲New +445K sh | Q2 2026 | |
| 24 | HARBOUR INVESTMENTS, INC. | $14.4M | 430K | ▼−6.9% Reduced · −32K sh | Q1 2026 | |
| 25 | CoreCap Advisors, LLC | $14.2M | 424K | ▲+219% Added · +291K sh | Q1 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, 5 funds opened a new position in BALT and 35 added to an existing one, while 20 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 |
|---|---|---|
| APPLE INCAAPL | 134 funds | $9.6B |
| MICROSOFT CORPMSFT | 133 funds | $5.7B |
| NVIDIA CORPNVDA | 130 funds | $8.4B |
| AMAZON.COM INCAMZN | 130 funds | $4.6B |
| ALPHABET INC-CL AGOOGL | 130 funds | $4.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 126 funds | $4.0B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 126 funds | $3.3B |
| ALPHABET INC-CL CGOOG | 124 funds | $2.8B |
| META PLATFORMS INC-CLASS AMETA | 124 funds | $2.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 124 funds | $2.1B |
| ISHARES CORE S&P 500 ETFIVV | 122 funds | $6.0B |
| JPMORGAN CHASE & COJPM | 122 funds | $2.7B |
Ranked by how many of BALT's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| BALTthis pagemc | 234 funds | $1.4B |
| SFLRmc | 171 funds | $1.2B |
| BUFFmc | 127 funds | $529.9M |
| QFLRmc | 98 funds | $265.6M |
| ZALTmc | 84 funds | $595.4M |
| ZJULmc | 77 funds | $60.2M |
| BUFBmc | 75 funds | $155.0M |
| JAJLmc | 73 funds | $124.4M |
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 BALT
This stock 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/BALT/capital-change-brief"
Use Arkolith's capital_change_brief for BALT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BALT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.