The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query BALT owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BALT"
Use Arkolith to show who owns BALT, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $46.8M | 1.4M | ▲+14% Added · +173K sh | Q1 2026 | |
| 2 | Kingsview Wealth Management, LLC | $38.7M | 1.2M | ▲+15% Added · +148K sh | Q1 2026 | |
| 3 | CWM, LLC | $25.0M | 746K | ▼−5.3% Reduced · −41K sh | Q1 2026 | |
| 4 | Visionary Wealth Advisors | $17.0M | 509K | ▲+36% Added · +136K sh | Q1 2026 | |
| 5 | NewEdge Advisors, LLC | $16.8M | 502K | ▼−16% Reduced · −98K sh | Q1 2026 | |
| 6 | CENTAURUS FINANCIAL, INC. | $16.2M | 483K | ▼−5.0% Reduced · −25K sh | Q1 2026 | |
| 7 | AXXCESS WEALTH MANAGEMENT, LLC | $15.0M | 448K | ▲+158% Added · +274K sh | Q1 2026 | |
| 8 | Strategic Blueprint, LLC | $12.1M | 361K | ▲+4.2% Added · +15K sh | Q1 2026 | |
| 9 | Orion Porfolio Solutions, LLC | $11.8M | 353K | ▼−65% Reduced · −659K sh | Q1 2026 | |
| 10 | Stratos Wealth Advisors, LLC | $11.7M | 349K | ▲+3.5% Added · +12K sh | Q1 2026 | |
| 11 | Kestra Advisory Services, LLC | $10.9M | 324K | ▲+2.8% Added · +9K sh | Q1 2026 | |
| 12 | Wealthcare Advisory Partners LLC | $10.6M | 316K | ▼−37% Reduced · −184K sh | Q1 2026 | |
| 13 | MML INVESTORS SERVICES, LLC | $8.9M | 266K | ▼−14% Reduced · −43K sh | Q1 2026 | |
| 14 | Mutual Advisors, LLC | $8.4M | 250K | ▼−12% Reduced · −34K sh | Q1 2026 | |
| 15 | Ausdal Financial Partners, Inc. | $8.2M | 246K | ▲+82% Added · +111K sh | Q1 2026 | |
| 16 | Sigma Planning Corp | $7.8M | 233K | ▼−12% Reduced · −33K sh | Q1 2026 | |
| 17 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $7.5M | 223K | ▲+42% Added · +66K sh | Q1 2026 | |
| 18 | INDEPENDENT FINANCIAL GROUP, LLC | $6.1M | 182K | ▼−12% Reduced · −24K sh | Q1 2026 | |
| 19 | ELEVATION POINT WEALTH PARTNERS, LLC | $5.3M | 157K | ▲New +157K sh | Q1 2026 | |
| 20 | Vestmark Advisory Solutions, Inc. | $5.2M | 157K | ▲New +157K sh | Q1 2026 | |
| 21 | CreativeOne Wealth, LLC | $5.1M | 153K | ▲+83% Added · +69K sh | Q1 2026 | |
| 22 | Trek Financial, LLC | $4.8M | 142K | ▲+0.1% Added · +86 sh | Q1 2026 | |
| 23 | KESTRA PRIVATE WEALTH SERVICES, LLC | $4.7M | 140K | ▼−17% Reduced · −28K sh | Q1 2026 | |
| 24 | U.S. Capital Wealth Advisors, LLC | $4.4M | 132K | ▲+5.0% Added · +6K sh | Q1 2026 | |
| 25 | Steward Partners Investment Advisory, LLC | $4.0M | 118K | ▼−2.8% Reduced · −3K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 81 funds | $16.2B |
| ISHARES CORE S&P 500 ETFIVV | 81 funds | $15.6B |
| MICROSOFT CORPMSFT | 81 funds | $13.7B |
| VANGUARD S&P 500 ETFVOO | 81 funds | $10.0B |
| ALPHABET INC-CL AGOOGL | 81 funds | $9.7B |
| BROADCOM INCAVGO | 81 funds | $6.9B |
| JPMORGAN CHASE & COJPM | 81 funds | $6.6B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 81 funds | $5.5B |
| ALPHABET INC-CL CGOOG | 81 funds | $5.2B |
| ISHARES CORE U.S. AGGREGATEAGG | 81 funds | $4.9B |
| VANGUARD VALUE ETFVTV | 81 funds | $4.5B |
| EXXON MOBIL CORPXOM | 81 funds | $4.4B |
Ranked by how many of BALT's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
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. Every panel above is one call to the Arkolith API & MCP server.