MML Investors Services’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

MML Investors Services’s Portfolio BALI Stock Details BALI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.7M	Buy	317,087 +160,844	+103%	+$5.32M	0.02%	613
2026 Q1	$4.81M	Buy	156,243 +4,188	+3%	+$133K	0.01%	829
2025 Q4	$4.82M	Buy	152,055 +23,418	+18%	+$741K	0.01%	883
2025 Q3	$4.08M	Buy	128,637 +8,697	+7%	+$268K	0.01%	916
2025 Q2	$3.61M	Buy	119,940 +54,150	+82%	+$1.54M	0.01%	945
2025 Q1	$1.89M	Buy	65,790 +4,330	+7%	+$130K	0.01%	1205
2024 Q4	$1.86M	Buy	+61,460	New	+$1.89M	0.01%	1156

Other funds holding BALI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $471M AUM

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

MML Investors Services's BALI Position: Q2 2026 in Review

MML Investors Services increased its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 103% in Q2 2026, buying an estimated $5.32M and bringing the position to 317,087 shares worth $10.7M. The position accounts for 0.02% of the portfolio, ranked #613.

MML Investors Services first reported a position in BALI in Q4 2024 and has held it in 7 quarters since. 106 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

MML Investors Services held 317,087 shares of iShares U.S. Large Cap Premium Income Active ETF worth $10.7M as of Q2 2026.
MML Investors Services bought 160,844 iShares U.S. Large Cap Premium Income Active ETF shares in Q2 2026, an estimated $5.32M.
iShares U.S. Large Cap Premium Income Active ETF made up 0.02% of MML Investors Services's portfolio in Q2 2026, its #613 holding.
MML Investors Services first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q4 2024 and has held it in 7 quarters since.
106 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.