Among active 13F managers last quarter, 4 opened and 36 added, while 14 reduced; the largest holder to move was Wealthquest Corp (−21%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
285 tracked 13F filers disclose a position in BALT as of the latest SEC 13F filings, a combined $1.6B 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 2.5M | $85.1M | ▲+27% Added · +543K sh | Q1 2026 | |
| 2 | Wealthquest Corp | 2.5M | $87.1M | ▼−21% Reduced · −691K sh | Q2 2026 | |
| 3 | Osaic Holdings, Inc. | 2.5M | $82.4M | ▲+0.9% Added · +22K sh | Q1 2026 | |
| 4 | Envestnet Asset Management Inc | 1.9M | $65.0M | ▲+74% Added · +829K sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | 1.6M | $53.3M | ▲+4.1% Added · +63K sh | Q1 2026 | |
| 6 | Kingsview Wealth Management, LLC | 1.4M | $47.5M | ▲+20% Added · +230K sh | Q2 2026 | |
| 7 | Foundations Investment Advisors, LLC | 1.4M | $47.4M | ▼−1.2% Reduced · −17K sh | Q2 2026 | |
| 8 | Reliant Wealth Planning | 1.0M | $35.5M | ▲+3.1% Added · +32K sh | Q2 2026 | |
| 9 | Crown Wealth Group, LLC | 979K | $33.5M | ▲+4.5% Added · +42K sh | Q2 2026 | |
| 10 | Commonwealth Equity Services, LLC | 945K | $31.6M | ▼−15% Reduced · −162K sh | Q1 2026 | |
| 11 | Compass Advisory Group LLC | 910K | $31.2M | ▲+5.9% Added · +51K sh | Q2 2026 | |
| 12 | Lee Johnson Capital Management, LLC | 898K | $30.8M | ▼−36% Reduced · −505K sh | Q2 2026 | |
| 13 | PTM Wealth Management, LLC | 853K | $29.3M | ▲+8.4% Added · +66K sh | Q2 2026 | |
| 14 | LPL Financial LLC | 818K | $27.4M | ▲+98% Added · +404K sh | Q1 2026 | |
| 15 | MTM Financial Group, LLC | 789K | $27.0M | ▲+0.1% Added · +1K sh | Q2 2026 | |
| 16 | CWM, LLC | 746K | $25.0M | ▼−5.3% Reduced · −41K sh | Q1 2026 | |
| 17 | Kure Advisory, LLC | 741K | $25.4M | ▲+4.3% Added · +30K sh | Q2 2026 | |
| 18 | NewEdge Advisors, LLC | 717K | $24.6M | ▲+43% Added · +215K sh | Q2 2026 | |
| 19 | Clear Creek Financial Management, LLC | 669K | $22.9M | ▲+9.1% Added · +56K sh | Q2 2026 | |
| 20 | Axxcess Wealth Management, LLC | 652K | $22.3M | ▲+45% Added · +204K sh | Q2 2026 | |
| 21 | Centaurus Financial, Inc. | 621K | $21.3M | ▲+28% Added · +137K sh | Q2 2026 | |
| 22 | AE Wealth Management LLC | 594K | $19.9M | ▼−14% Reduced · −94K sh | Q1 2026 | |
| 23 | Personal Cfo Solutions, LLC | 564K | $19.3M | ▲+2.5% Added · +14K sh | Q2 2026 | |
| 24 | Visionary Wealth Advisors | 552K | $18.9M | ▲+8.5% Added · +43K sh | Q2 2026 | |
| 25 | Wealthcare Advisory Partners LLC | 526K | $18.0M | ▲+67% Added · +210K 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, 4 funds opened a new position in BALT and 36 added to an existing one, while 14 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 167 funds | $10.7B |
| Microsoft CorpMSFT | 166 funds | $5.7B |
| Nvidia CorpNVDA | 164 funds | $9.3B |
| Alphabet Inc-CL AGOOGL | 163 funds | $4.3B |
| Amazon.com IncAMZN | 162 funds | $4.9B |
| SS SPDR S&P 500 ETF Trust-USSPY | 159 funds | $5.0B |
| Alphabet Inc-CL CGOOG | 155 funds | $3.3B |
| Berkshire Hathaway Inc-CL BBRK/B | 155 funds | $2.2B |
| JPMorgan Chase & CoJPM | 154 funds | $2.7B |
| Meta Platforms Inc-Class AMETA | 154 funds | $2.3B |
| Vanguard Total Stock MKT ETFVTI | 153 funds | $4.1B |
| Ishares Core S&P 500 ETFIVV | 152 funds | $7.1B |
Ranked by how many of BALT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BALT.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 13, 2015 | Apollo SVF Management, L.P. | 10% Owner | Sell (S) | 180K | $251K |
| Apr 10, 2015 | Apollo SVF Management, L.P. | 10% Owner | Sell (S) | 700K | $1.0M |
| Apr 9, 2015 | Apollo Capital Management, L.P. | 10% Owner | Sell (S) | 555K | $788K |
| Apr 8, 2015 | Apollo Capital Management, L.P. | 10% Owner | Sell (S) | 465K | $679K |
| Jan 20, 2015 | Apollo Management Holdings, L.P. | 10% Owner | Buy (P) | 376K | $673K |
| Nov 17, 2014 | Wobensmith John C | Pres, CFO, Secy and Treasurer | Sell (S) | 64K | $214K |
| Nov 15, 2013 | Perrin Harry A | Director | Buy (P) | 15K | $75K |
| Nov 15, 2012 | Wobensmith John C | Pres, CFO, Secy & Treasurer | Sell (S) | 5K | $16K |
| Mar 15, 2012 | Wobensmith John C | Pres, CFO, Sec'y & Treasurer | Sell (S) | 11K | $44K |
| Nov 15, 2011 | Wobensmith John C | Pres, CFO, Secy & Treasurer | Sell (S) | 3K | $14K |
| Mar 15, 2011 | Wobensmith John C | Pres, CFO, Secy and Treasurer | Sell (S) | 11K | $98K |
| Aug 17, 2010 | Wobensmith John C | Pres, CFO, Secy & Treasurer | Buy (P) | 5K | $50K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 68 | 24 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| BALTthis pagemc | 285 funds | $1.6B |
| SFLRmc | 205 funds | $1.4B |
| BUFFmc | 151 funds | $562.4M |
| ZALTmc | 106 funds | $674.0M |
| QFLRmc | 104 funds | $333.3M |
| BUFBmc | 88 funds | $175.3M |
| JAJLmc | 82 funds | $135.0M |
| ZJULmc | 80 funds | $61.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
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.