BlackRock Advantage Large Cap Income
BALI • BATS
BlackRock Advantage Large Cap Income is an exchange-traded fund on BATS. As of Q3 2025, 99 institutional investors hold shares in this ETF, with total holdings valued at $338.4M. ENVESTNET ASSET MANAGEMENT INC is the largest holder with a position valued at $50.3M.
Overview
Overview of institutional ownership in BALI as of Q3 2025
All Institutions
- Institutions
- 99
- Value Held
- $338.4M
- Shares Held
- 10.7M
- Avg Position
- $3.4M
- Median Position
- $412.8K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in BALI as of Q3 2025
| Institution | Position Value |
|---|---|
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $50.3M 0.01% of portfolio |
L LPL Financial LLC Institution | $40.2M 0.01% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $38.9M 0.01% of portfolio |
E EWG Elevate Inc. Institution | $23.4M 7.30% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $16.7M 0.02% of portfolio |
 Vestmark Advisory Solutions, Inc. Fund of Funds | $16.7M 0.32% of portfolio |
A Advisor Group Holdings, Inc. Institution | $12.4M 0.02% of portfolio |
 MORGAN STANLEY RIA/Wealth | $9.8M 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $9.4M 0.00% of portfolio |
 JPMORGAN CHASE & CO Institution | $9.4M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for BALI in Q3 2025
- Traded
- +$34.9M
- Buyers
- 73
- Sellers
- 26
- Total Bought
- +$59.9M
- Total Sold
- −$25.0M
- Avg Position
- $3.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
BANK OF AMERICA CORP /DE/ Institution | +$9.4M +296.8K shares |
G Granite Bay Wealth Management, LLC RIA/Wealth | +$8.9M +279.1K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | +$8.5M +268.8K shares |
L LPL Financial LLC Institution | +$8.2M +257.1K shares |
AMERIPRISE FINANCIAL INC Institution | +$4.0M +126.1K shares |
 Diversify Advisory Services, LLC RIA/Wealth | +$3.6M +113.9K shares |
Cetera Investment Advisers RIA/Wealth | +$2.4M +76.6K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$2.3M +72.1K shares |
 Sovran Advisors, LLC RIA/Wealth | +$792.3K +24.9K shares |
 HighTower Advisors, LLC RIA/Wealth | +$754.1K +23.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Vestmark Advisory Solutions, Inc. Fund of Funds | −$16.5M −520.7K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$4.9M −153.8K shares |
B BlackRock, Inc. Institution | −$1.8M −57.1K shares |
U U.S. Capital Wealth Advisors, LLC RIA/Wealth | −$898.2K −28.3K shares |
 High Falls Advisors, Inc RIA/Wealth | −$200.7K −6.7K shares |
 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | −$132.8K −4.2K shares |
 LGT Financial Advisors LLC RIA/Wealth | −$84.7K −2.7K shares |
 Fortitude Family Office, LLC Family Office | −$80.4K −2.7K shares |
 AE Wealth Management LLC RIA/Wealth | −$64.0K −2.0K shares |
 Integrated Wealth Concepts LLC RIA/Wealth | −$63.4K −2.0K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited BALI in Q3 2025
- New Positions
- 25
- New Value
- $17.7M
- Exited Positions
- 5
- Exited Value
- $314.8K
New Positions
| Institution | Position Value |
|---|---|
G Granite Bay Wealth Management, LLC RIA/Wealth | $8.9M 279.1K shares |
Diversify Advisory Services, LLC RIA/Wealth | $3.6M 113.9K shares |
Sovran Advisors, LLC RIA/Wealth | $792.3K 24.9K shares |
 Stratos Wealth Partners, LTD. RIA/Wealth | $674.7K 21.3K shares |
 Sunbelt Securities, Inc. RIA/Wealth | $424.9K 13.4K shares |
 Avantra Family Wealth, Inc. RIA/Wealth | $392.9K 12.4K shares |
 NorthRock Partners, LLC RIA/Wealth | $343.9K 10.8K shares |
 GeoWealth Management, LLC RIA/Wealth | $308.2K 9.7K shares |
 Security Financial Services, INC. RIA/Wealth | $285.1K 9.0K shares |
 Founders Financial Alliance, LLC RIA/Wealth | $253.5K 8.0K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
High Falls Advisors, Inc RIA/Wealth | $200.7K 6.7K shares |
Fortitude Family Office, LLC Family Office | $80.4K 2.7K shares |
 Mount Yale Investment Advisors, LLC RIA/Wealth | $30.1K 999.0 shares |
 Park Square Financial Group, LLC RIA/Wealth | $2.7K 88.0 shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $994.0 33.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in BALI as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with BALI as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
E EWG Elevate Inc. Institution | 7.30% $23.4M |
G Granite Bay Wealth Management, LLC RIA/Wealth | 2.31% $8.9M |
 Semus Wealth Partners LLC RIA/Wealth | 1.42% $2.5M |
P | 0.74% $5.7M |
S ShoreHaven Wealth Partners, LLC RIA/Wealth | 0.43% $1.1M |
K Kelly Financial Services LLC RIA/Wealth | 0.39% $1.5M |
Vestmark Advisory Solutions, Inc. Fund of Funds | 0.32% $16.7M |
 United Advisor Group, LLC RIA/Wealth | 0.30% $2.2M |
Avantra Family Wealth, Inc. RIA/Wealth | 0.30% $392.9K |
T Triad Wealth Partners, LLC RIA/Wealth | 0.22% $1.6M |