Who owns iShares U.S. Large Cap Premium Income Active ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BALI from SEC Form 13F filings across 179 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 179 institutions disclosed 28.3M shares of iShares U.S. Large Cap Premium Income Active ETF worth $958.5M — about 72.5% of shares outstanding; the largest disclosed holder is ENVESTNET ASSET MANAGEMENT INC. Source: SEC Form 13F filings, parsed by EvidInvest.
179
13F holders
$958.5M
value, 2026 filers
72.5%
of shares outstanding (28.3M sh)
48
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BALI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 3.4M | $115.5M | 0.0% | 8.7% | +83.5% |
| 2 | LPL Financial LLC | 2.9M | $99.5M | 0.0% | 7.5% | +60.5% |
| 3 | AMERIPRISE FINANCIAL INC | 2.0M | $69.0M | 0.0% | 5.2% | -1.6% |
| 4 | FMR LLC | 1.8M | $61.5M | 0.0% | 4.6% | -20.7% |
| 5 | BANK OF AMERICA CORP /DE/ | 1.8M | $60.6M | 0.0% | 4.6% | +47.7% |
| 6 | Cetera Investment Advisers | 1.2M | $41.5M | 0.0% | 3.1% | +92.1% |
| 7 | WELLS FARGO & COMPANY/MN | 1.1M | $35.8M | 0.0% | 2.7% | +19.8% |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.0M | $34.6M | 0.0% | 2.6% | +10.9% |
| 9 | FUKOKU MUTUAL LIFE INSURANCE Co | 737,000 | $24.9M | 1.5% | 1.9% | +101.4% |
| 10 | Avior Wealth Management, LLC | 680,906 | $23.0M | 0.6% | 1.7% | -4.4% |
| 11 | OSAIC HOLDINGS, INC. | 629,891 | $21.3M | 0.0% | 1.6% | +30.0% |
| 12 | JPMORGAN CHASE & CO | 613,047 | $20.6M | 0.0% | 1.6% | +35.8% |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 611,347 | $20.7M | 0.0% | 1.6% | +98.3% |
| 14 | Envestnet Portfolio Solutions, Inc. | 568,583 | $19.2M | 0.1% | 1.5% | +109.2% |
| 15 | MORGAN STANLEY | 561,949 | $19.0M | 0.0% | 1.4% | +64.4% |
| 16 | Vestmark Advisory Solutions, Inc. | 524,311 | $17.7M | 0.2% | 1.3% | 0.0% |
| 17 | ASSETMARK, INC | 417,961 | $14.1M | 0.0% | 1.1% | +53.2% |
| 18 | RAYMOND JAMES FINANCIAL INC | 332,722 | $11.3M | 0.0% | 0.9% | +2523.0% |
| 19 | Patriot Financial Group Insurance Agency, LLC | 321,436 | $10.9M | 1.1% | 0.8% | -47.5% |
| 20 | MML INVESTORS SERVICES, LLC | 317,087 | $10.7M | 0.0% | 0.8% | +102.9% |
| 21 | Granite Bay Wealth Management, LLC | 310,798 | $10.5M | 1.0% | 0.8% | +1.1% |
| 22 | Decker Wealth Management LLCNEW | 306,848 | $10.4M | 2.2% | 0.8% | new |
| 23 | Arax Advisory Partners | 303,602 | $10.3M | 0.1% | 0.8% | +5827.4% |
| 24 | Diversify Advisory Services, LLCNEW | 247,864 | $8.3M | 0.1% | 0.6% | new |
| 25 | DIVERSIFY WEALTH MANAGEMENT, LLC | 247,864 | $8.3M | 0.1% | 0.6% | +45.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.