Who owns BALI?
iShares U.S. Large Cap Premium Income Active ETF · iShares
179 institutions reported holding BALI, worth $960.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BALI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Envestnet Asset Management Inc. | Berwyn, PA | $115.5M | 3,414,161 | +1,553,460 shares |
| LPL Financial LLC | Fort Mill, SC | $99.5M | 2,941,497 | +1,108,710 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $69.0M | 2,040,344 | −32,819 shares |
| FMR LLC | Boston, MA | $61.5M | 1,818,179 | −474,337 shares |
| Bank of America Corp. | Charlotte, NC | $60.6M | 1,791,732 | +578,764 shares |
| Cetera Investment Advisers | Schaumburg, IL | $41.5M | 1,227,887 | +588,700 shares |
| Wells Fargo & Company | San Francisco, CA | $35.8M | 1,059,173 | +174,938 shares |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $34.6M | 1,021,583 | +100,732 shares |
| FUKOKU MUTUAL LIFE INSURANCE Co | Tokyo, Japan | $24.9M | 737,000 | +371,000 shares |
| Avior Wealth Management, LLC | Omaha, NE | $23.0M | 680,906 | −31,696 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns BALI?
179 institutional managers reported holding BALI in Form 13F filings for June 30, 2026, worth $960.5M in total. The largest reported position was held by Envestnet Asset Management Inc., at $115.5M.
Did institutions buy or sell BALI last quarter?
Reported 13F value rose 53.3% from March 31, 2026, which includes price moves as well as buying and selling. 48 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is BALI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.