Who Owns iShares U.S. Large Cap Premium Income Active ETF (BALI)?Hedge Fund & Institutional Holders

$31.65+0.08 (+0.25%)Financial ServicesBATS

Institutional Holders

74

as of QNaN NaN

Total Institutional Value

$167.3T

% of Float Held

QoQ Change in Holders

+74 / -0

Price History

$25.62$27.34$29.06$30.78$32.50Oct 24Jun 25Mar 26

BALI — Biggest Institutional Buyers This Quarter

FundShares AddedValue% of Portfolio
AMERIPRISE FINANCIAL INCNew1.1M$31.4T8.49%
ENVESTNET ASSET MANAGEMENT INCNew912K$26.3T8.47%
EWG Elevate Inc.New670K$19.3T7.21%
LPL Financial LLCNew573K$16.5T6.42%
BlackRock, Inc.New410K$11.8T0.25%
Vestmark Advisory Solutions, Inc.New341K$9.8T0.25%
Cetera Investment AdvisersNew263K$7.6T14.64%
OSAIC HOLDINGS, INC.New255K$7.3T16.36%
COMMONWEALTH EQUITY SERVICES, LLCNew251K$7.2T10.23%
MORGAN STANLEYNew166K$4.8T0.34%
ASSETMARK, INCNew158K$4.5T12.49%
MML INVESTORS SERVICES, LLCNew66K$1.9T6.31%
Semus Wealth Partners LLCNew60K$1.7T1.20%
United Advisor Group, LLCNew59K$1.7T0.35%
Integrated Advisors Network LLCNew57K$1.6T0.08%

Top Institutional Holders(QNaN NaN)

#FundSharesValue% of PortfolioQoQ Share Change
1AMERIPRISE FINANCIAL INC1,091,310$31.4T8.49%New
2ENVESTNET ASSET MANAGEMENT INC912,457$26.3T8.47%New
3EWG Elevate Inc.670,262$19.3T7.21%New
4LPL Financial LLC573,364$16.5T6.42%New
5BlackRock, Inc.409,529$11.8T0.25%New
6Vestmark Advisory Solutions, Inc.341,409$9.8T0.25%New
7Cetera Investment Advisers262,582$7.6T14.64%New
8OSAIC HOLDINGS, INC.255,058$7.3T16.36%New
9COMMONWEALTH EQUITY SERVICES, LLC251,072$7.2T10.23%New
10MORGAN STANLEY166,202$4.8T0.34%New
11ASSETMARK, INC157,900$4.5T12.49%New
12MML INVESTORS SERVICES, LLC65,790$1.9T6.31%New
13Semus Wealth Partners LLC59,926$1.7T1.20%New
14United Advisor Group, LLC59,453$1.7T0.35%New
15Integrated Advisors Network LLC56,657$1.6T0.08%New
16Equitable Holdings, Inc.44,118$1.3T12.06%New
17Confluence Wealth Services, Inc.38,030$1.0T0.07%New
18Kelly Financial Services LLC33,402$961.7B0.33%New
19SUSQUEHANNA INTERNATIONAL GROUP, LLP32,065$923.2B0.16%New
20HighTower Advisors, LLC27,537$792.8B1.08%New
21GOLDMAN SACHS GROUP INC25,587$736.6B0.12%New
22JANE STREET GROUP, LLC24,850$715.4B0.18%New
23Sequoia Financial Advisors, LLC24,219$697.3B5.38%New
24Gladstone Institutional Advisory LLC21,014$605.0B0.03%New
25Triad Wealth Partners, LLC16,954$488.1B0.15%New
26Embree Financial Group16,205$466.5B0.08%New
27Creative Planning14,355$413.3B0.39%New
28ShoreHaven Wealth Partners, LLC13,080$376.6B0.18%New
29Quadrant Private Wealth Management, LLC12,384$356.5B0.09%New
30Detalus Advisors, LLC11,802$339.8B0.11%New
31OneDigital Investment Advisors LLC10,539$303.4B3.59%New
32WILLNER & HELLER, LLC10,260$295.4B0.27%New
33Integrated Wealth Concepts LLC10,150$292.2B3.41%New
34Snowden Capital Advisors LLC9,041$260.3B0.01%New
35Onyx Bridge Wealth Group LLC8,484$244.2B0.04%New
36SigFig Wealth Management, LLC8,268$236.5B0.01%New
37Madison Wealth Partners, Inc7,802$224.6B0.06%New
38WJ Wealth Management, LLC7,400$213.0B0.08%New
39Cornerstone Wealth Group, LLC7,348$211.5B0.02%New
40Orion Portfolio Solutions, LLC6,687$202.3B2.02%New
41NewEdge Advisors, LLC6,533$188.1B1.12%New
42Synergy Investment Management, LLC6,293$181.2B0.08%New
43Icon Wealth Advisors, LLC6,020$173.3B0.01%New
44AE Wealth Management LLC2,944$84.8B0.71%New
45Fortitude Family Office, LLC2,669$76.8B0.03%New
46COMERICA BANK2,424$69.8B0.29%New
47LGT Financial Advisors LLC1,923$55.4B0.17%New
48Johnson Financial Group, Inc.1,500$43.2B0.00%New
49First Horizon Advisors, Inc.897$25.8B0.00%New
50PSI Advisors, LLC755$21.7B0.01%New

Similar Stocks by Institutional Ownership

As of QNaN NaN, 74 institutional investors hold BALI (iShares U.S. Large Cap Premium Income Active ETF). The largest holder is AMERIPRISE FINANCIAL INC with $31.4T in shares. This quarter, 74 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own BALI?

As of QNaN NaN, 74 institutional investors report holding BALI (iShares U.S. Large Cap Premium Income Active ETF) in their 13F filings.

Who is the largest institutional holder of BALI?

The largest institutional holder of BALI is AMERIPRISE FINANCIAL INC with $31.4T in shares.

Is institutional ownership of BALI increasing or decreasing?

This quarter, 74 institutions opened new positions in BALI and 0 closed their positions.