Baltic Trading Ltd hedge fund holdings
BALT$34.99+0.07 (+0.20% today)
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
BALT · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+6.5%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 96 | 51 | $173M | $79M | 191 | Aug 14, 2025 |
| Q3 2025 | 120 | 33 | $219M | $52.1M | 221 | Nov 14, 2025 |
| Q4 2025 | 119 | 50 | $305M | $96.7M | 248 | Feb 14, 2026 |
| Q1 2026 | 121 | 65 | $359M | $233M | 263 | May 15, 2026 |
| Q2 2026 | 140 | 53 | $280M | $185M | 284 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
284 filersNew position
36$62.4M+1.82M sh
Increased
104$218M+6.36M sh
Reduced
38-$170M-4.95M sh
Out / sold
15-$15.7M-458K sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Wealthquest Corp | Reduce 54.57% | -$105M | $87.1M | 5.50% | Jul 23, 2026 |
| Lee Johnson Capital Management, LLC | Reduce 36.00% | -$17.3M | $30.8M | 9.62% | Aug 7, 2026 |
| Marshall Financial Group, LLC | New Buy | +$15.2M | $15.2M | 2.22% | Jul 20, 2026 |
| Archer Investment Corp | Added 113.18% | +$12M | $22.5M | 2.19% | Aug 19, 2026 |
| Prasad Wealth Partners, LLC | Added 688.65% | +$10.4M | $11.9M | 2.87% | Jul 29, 2026 |
| Ankerstar Wealth, LLC | New Buy | +$9.34M | $9.34M | 7.83% | Aug 13, 2026 |
| Carter Financial Group, INC. | New Buy | +$8.27M | $8.27M | 4.29% | Jul 30, 2026 |
| Kingsview Wealth Management, LLC | Added 19.90% | +$7.88M | $47.5M | 0.58% | Aug 19, 2026 |
| Axxcess Wealth Management, LLC | Added 45.42% | +$6.98M | $22.3M | 0.36% | Jul 28, 2026 |
| Arq Wealth Advisors, LLC | New Buy | +$6.85M | $6.85M | 0.85% | Jul 24, 2026 |
| Soltis Investment Advisors LLC | Reduce 82.05% | -$6.7M | $1.47M | 0.08% | Jul 31, 2026 |
| Reyes Financial Architecture, Inc. | Sell 100% | -$6.05M | $0 | 0.00% | Jul 17, 2026 |
| RHL Group, LLC | New Buy | +$5.24M | $5.24M | 4.36% | Aug 4, 2026 |
| Gladstone Institutional Advisory LLC | New Buy | +$3.29M | $3.29M | 0.10% | Jul 27, 2026 |
| Triton Financial Group Inc | Reduce 46.66% | -$3.16M | $3.61M | 2.08% | Aug 17, 2026 |
| Brookstone Capital Management | Added 9.87% | +$3.1M | $34.5M | 0.35% | Jul 15, 2026 |
| Triad Wealth Partners, LLC | Added 62.16% | +$3.06M | $7.99M | 0.47% | Aug 10, 2026 |
| Laurel Oak Wealth Management, LLC | Added 37.30% | +$2.83M | $10.4M | 1.52% | Jul 21, 2026 |
| MML Investors Services, LLC | Reduce 28.84% | -$2.63M | $6.49M | 0.01% | Aug 7, 2026 |
| Sovran Advisors, LLC | Reduce 26.93% | -$2.58M | $6.99M | 0.52% | Jul 30, 2026 |
| BIP Wealth, LLC | New Buy | +$2.51M | $2.51M | 0.07% | Aug 3, 2026 |
| PTM Wealth Management, LLC | Added 8.39% | +$2.27M | $29.3M | 13.19% | Aug 6, 2026 |
| Csenge Advisory Group | Added 630.20% | +$2.21M | $2.56M | 0.10% | Aug 10, 2026 |
| Glen Eagle Advisors, LLC | Added 15.60% | +$2.2M | $16.3M | 2.05% | Aug 14, 2026 |
| Guardian Wealth Advisors, LLC / NC | Added 185.69% | +$2.19M | $3.37M | 0.19% | Aug 14, 2026 |
| First Heartland Consultants, Inc. | Added 140.67% | +$2.12M | $3.63M | 0.24% | Jul 8, 2026 |
| Clear Creek Financial Management, LLC | Added 9.14% | +$1.92M | $22.9M | 1.47% | Jul 28, 2026 |
| Compass Advisory Group LLC | Added 5.90% | +$1.74M | $31.2M | 7.41% | Aug 11, 2026 |
| Mutual Advisors, LLC | Added 18.99% | +$1.63M | $10.2M | 0.19% | Aug 14, 2026 |
| Sigma Planning Corp | Reduce 19.52% | -$1.56M | $6.42M | 0.16% | Aug 7, 2026 |
| Whipplewood Advisors, LLC | Reduce 31.19% | -$1.52M | $3.36M | 2.26% | Jul 27, 2026 |
| Long Island Wealth Management, Inc. | Added 18.16% | +$1.5M | $9.78M | 4.04% | Aug 7, 2026 |
| Crown Wealth Group, LLC | Added 4.47% | +$1.44M | $33.5M | 8.54% | Jul 21, 2026 |
| Prospera Financial Services Inc | Added 85.23% | +$1.4M | $3.03M | 0.04% | Jul 15, 2026 |
| ATX Financial Planning, LLC | Added 12.87% | +$1.37M | $12M | 7.93% | Aug 20, 2026 |
| Diversify Wealth Management, LLC | Reduce 50.95% | -$1.35M | $1.3M | 0.02% | Jul 30, 2026 |
| Composition Wealth, LLC | Sell 100% | -$1.33M | $0 | 0.00% | Jul 22, 2026 |
| Stratos Wealth Partners, LTD. | New Buy | +$1.3M | $1.3M | 0.01% | Aug 11, 2026 |
| Diversify Advisory Services, LLC | New Buy | +$1.3M | $1.3M | 0.02% | Aug 10, 2026 |
| Snowden Capital Advisors LLC | Sell 100% | -$1.24M | $0 | 0.00% | Aug 13, 2026 |
| Strategic Blueprint, LLC | Added 9.83% | +$1.22M | $13.6M | 0.68% | Jul 23, 2026 |
| Vima LLC | New Buy | +$1.2M | $1.2M | 1.17% | Jul 24, 2026 |
| Integral Investment Advisors, Inc. | Added 65.76% | +$1.18M | $2.98M | 0.66% | Jul 7, 2026 |
| Ausdal Financial Partners, Inc. | Added 13.27% | +$1.12M | $9.55M | 0.37% | Aug 14, 2026 |
| Reliant Wealth Planning | Added 3.15% | +$1.09M | $35.5M | 9.77% | Aug 7, 2026 |
| Aptus Capital Advisors, LLC | Added 26.80% | +$1.08M | $5.13M | 0.04% | Aug 12, 2026 |
| Applied Capital LLC | Added 34.04% | +$969K | $3.81M | 1.23% | Jul 21, 2026 |
| Cannon Advisors, Inc. | Reduce 37.73% | -$894K | $1.48M | 0.90% | Jul 15, 2026 |
| Somerset Trust Co | New Buy | +$892K | $892K | 0.25% | Jul 6, 2026 |
| Principal Securities, Inc. | Added 196.87% | +$877K | $1.32M | 0.02% | Aug 4, 2026 |
| SWMG, LLC | Sell 100% | -$835K | $0 | 0.00% | Jul 15, 2026 |
| Independent Financial Group, LLC | Added 13.20% | +$825K | $7.07M | 0.13% | Jul 15, 2026 |
| Caliber Wealth Management, LLC / KS | New Buy | +$787K | $787K | 0.08% | Jul 22, 2026 |
| Foundations Investment Advisors, LLC | Reduce 1.20% | -$578K | $47.4M | 0.49% | Aug 14, 2026 |
| Holos Integrated Wealth LLC | Added 9.06% | +$524K | $6.31M | 2.94% | Jul 15, 2026 |
| Integrity Alliance, LLC. | Reduce 34.91% | -$511K | $952K | 0.03% | Jul 31, 2026 |
| Tounjian Advisory Partners, LLC | New Buy | +$505K | $505K | 0.22% | Aug 7, 2026 |
| Apriem Advisors | New Buy | +$501K | $501K | 0.04% | Aug 14, 2026 |
| World Investment Advisors | Reduce 4.09% | -$483K | $11.3M | 0.19% | Aug 14, 2026 |
| Personal Cfo Solutions, LLC | Added 2.49% | +$470K | $19.3M | 2.79% | Aug 7, 2026 |
| Code Waechter LLC | Added 9.62% | +$460K | $5.24M | 2.71% | Jul 31, 2026 |
| Family Office Research LLC | Added 15.03% | +$457K | $3.49M | 1.31% | Jul 27, 2026 |
| Virtue Capital Management, LLC | New Buy | +$456K | $456K | 0.06% | Aug 5, 2026 |
| Vise Technologies, Inc. | New Buy | +$427K | $427K | 0.00% | Aug 11, 2026 |
| Focus Financial Network, Inc. | Added 15.98% | +$417K | $3.03M | 0.09% | Jul 9, 2026 |
| Quantinno Capital Management LP | New Buy | +$417K | $417K | 0.00% | Aug 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | Reduce 48.09% | -$408K | $440K | 0.05% | Jul 16, 2026 |
| KFG Wealth Management, LLC | Added 7.97% | +$407K | $5.52M | 0.62% | Jul 22, 2026 |
| Red Reef Advisors LLC | Reduce 29.02% | -$402K | $984K | 0.91% | Jul 23, 2026 |
| AssuredPartners Investment Advisors, LLC | Added 127.11% | +$401K | $717K | 0.07% | Aug 10, 2026 |
| Integrity Advisory Solutions, LLC | Added 13.31% | +$399K | $3.39M | 0.35% | Jul 31, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Reduce 5.08% | -$388K | $7.26M | 0.36% | Jul 20, 2026 |
| Sonoma Allocations LLC | Added 62.80% | +$383K | $994K | 0.31% | Jul 8, 2026 |
| Capital Investment Advisory Services, LLC | Added 6.53% | +$378K | $6.18M | 0.38% | Jul 23, 2026 |
| Sagespring Wealth Partners, LLC | Added 20.05% | +$375K | $2.25M | 0.03% | Aug 3, 2026 |
| Triumph Capital Management | Added 19.19% | +$364K | $2.26M | 0.41% | Jul 21, 2026 |
| Encompass More Asset Management | Added 23.23% | +$363K | $1.92M | 0.28% | Jul 14, 2026 |
| Kestra Private Wealth Services, LLC | Reduce 7.49% | -$359K | $4.44M | 0.05% | Jul 28, 2026 |
| Kestra Investment Management, LLC | New Buy | +$359K | $359K | 0.01% | Aug 5, 2026 |
| XY Planning Network, Inc. | Sell 100% | -$332K | $0 | 0.00% | Jul 15, 2026 |
| Forefront Wealth Partners, LLC | New Buy | +$323K | $323K | 0.10% | Aug 20, 2026 |
| Claro Advisors Inc. | Reduce 24.89% | -$316K | $954K | 0.10% | Jul 30, 2026 |
| Woodard & Co Asset Management Group Inc | Reduce 3.15% | -$308K | $9.46M | 1.36% | Jul 29, 2026 |
| Kingswood Wealth Advisors, LLC | New Buy | +$297K | $297K | 0.01% | Jul 27, 2026 |
| O'Connor Financial Group LLC | New Buy | +$296K | $296K | 0.10% | Jul 17, 2026 |
| Elevation Point Wealth Partners, LLC | Added 5.48% | +$296K | $5.69M | 0.11% | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | Added 5.48% | +$294K | $5.67M | 0.05% | Aug 14, 2026 |
| Brown Wealth Management, LLC | Added 5.72% | +$289K | $5.34M | 1.19% | Jul 20, 2026 |
| Chris Bulman Inc | Added 16.64% | +$288K | $2.02M | 0.74% | Jul 22, 2026 |
| Geneos Wealth Management Inc. | New Buy | +$283K | $283K | 0.01% | Aug 6, 2026 |
| Brookwood Investment Group LLC | Added 15.23% | +$280K | $2.12M | 0.24% | Jul 23, 2026 |
| RFG Advisory, LLC | Reduce 7.76% | -$279K | $3.32M | 0.05% | Jul 15, 2026 |
| GWN Securities Inc. | Added 13.84% | +$272K | $2.24M | 0.37% | Aug 5, 2026 |
| Kelly Financial Group LLC | Added 33.75% | +$271K | $1.07M | 0.24% | Jul 14, 2026 |
| TradeWell Securities, LLC. | Added 23.99% | +$263K | $1.36M | 0.49% | Jul 28, 2026 |
| Zacks Investment Management | Sell 100% | -$263K | $0 | 0.00% | Aug 13, 2026 |
| Oak Harvest Investment Services | Sell 100% | -$257K | $0 | 0.00% | Jul 27, 2026 |
| Ibex Wealth Advisors | New Buy | +$255K | $255K | 0.02% | Jul 27, 2026 |
| Heritage Oak Wealth Advisors LLC | New Buy | +$246K | $246K | 0.07% | Jul 23, 2026 |
| Oppenheimer & Co Inc | New Buy | +$245K | $245K | 0.00% | Aug 3, 2026 |