Security record
BALT
name pending profile ingest
20Tracked holders
0Δ holders
13.66MShares held
$468.17MReported value
+3New positions
−3Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +22.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | 0 | 13.66M | $468.17M | +3 | −3 |
| Q1 2026 | 21 | -2 | 11.94M | $399.59M | +4 | −6 |
| Q4 2025 | 23 | -1 | 14.39M | $482.26M | — | −1 |
| Q3 2025 | 3 | 0 | 33.21K | $1.09M | — | — |
| Q2 2025 | 1 | 0 | 11.07K | $355,126 | — | — |
| Q1 2025 | 1 | +1 | 11.07K | $347,377 | +1 | — |
| Q2 2024 | 1 | — | 10.73K | $322,282 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 2.76M | +8.5% | $94.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 2.76M | +8.5% | $94.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 2.71M | +10.1% | $92.98M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 2.71M | +10.1% | $92.98M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 2.71M | +10.1% | $92.98M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 2.71M | +10.1% | $92.98M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 2.39M | +192.6% | $82.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 1.94M | -0.2% | $66.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 1.77M | +11.2% | $60.67M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 1.24M | +30.9% | $42.38M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 189.25K | -28.8% | $6.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Truist Financial Corp | 183.63K | +15.3% | $6.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 157.66K | +5.3% | $5.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Captrust Financial Advisors | 100.46K | +94.0% | $3.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 98.81K | +110.8% | $3.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 42.96K | +19.4% | $1.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Focus Partners Wealth | 36.67K | +76.3% | $1.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 18.16K | +5.8% | $622,463 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 18.16K | +5.8% | $622,463 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 18.16K | +5.8% | $622,463 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 18.16K | +5.8% | $622,463 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 18.16K | +5.8% | $622,463 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Quantinno Capital Management LP | 12.17K | New | $417,100 | 0.0% | New | 1 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 4.70K | +23.7% | $161,069 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 3.75K | -30.4% | $128,547 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | UBS Group AG | 1.50K | New | $51,405 | 0.0% | New | 1 | SEC ↗ |
| 27 | Assetmark, Inc | 532 | -15.7% | $18,232 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Royal Bank Of Canada | 194 | New | $7,000 | 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
| Quantinno Capital Management… | $417,100 | 0.0% |
| UBS Group AG | $51,405 | 0.0% |
| Royal Bank Of Canada | $7,000 | 0.0% |
Exited
| Susquehanna International… | $3.20M | was 0.0% |
| Goldman Sachs Group | $1.24M | was 0.0% |
| Northwestern Mutual Wealth… | $13,888 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 275 holders, 44.60M shares, $1.47B 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: Q2 2026 ·
Methodology ·
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