Security record · archived quarter
BALI
name pending profile ingest
4Tracked holders
+1Δ holders
922.65KShares held
$29.28MReported value
+1New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | +2 | 19.31M | $653.03M | +4 | −2 |
| Q1 2026 | 30 | +5 | 14.22M | $437.59M | +8 | −3 |
| Q4 2025 | 25 | +1 | 11.01M | $348.78M | +1 | — |
| Q3 2025 | 4 | +1 | 922.65K | $29.28M | +1 | — |
| Q2 2025 | 1 | — | 82.49K | $2.48M | — | — |
Who holds it · Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 589.24K | — | $18.70M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 589.24K | — | $18.70M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 589.24K | — | $18.70M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 589.24K | — | $18.70M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 589.24K | — | $18.70M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 589.24K | — | $18.70M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 307.96K | — | $9.77M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 25.44K | -69.2% | $807,402 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 25.44K | -69.2% | $807,402 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 4 | New | $127 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Fidelity (FMR) | $127 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 140 holders, 20.14M shares, $618.19M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2025 ·
Methodology ·
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