MML Investors Services’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$192M	Buy	7,403,309 +1,501,886	+25%	+$38.8M	0.39%	48
2026 Q1	$145M	Sell	5,901,423 -1,372,001	-19%	-$34.5M	0.4%	49
2025 Q4	$180M	Buy	7,273,424 +903,395	+14%	+$22.6M	0.44%	39
2025 Q3	$159M	Buy	+6,370,029	New	+$159M	0.43%	42

Other funds holding BDVL

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

MML Investors Services increased its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 25% in Q2 2026, buying an estimated $38.8M and bringing the position to 7,403,309 shares worth $192M. The position accounts for 0.39% of the portfolio, ranked #48.

MML Investors Services first reported a position in BDVL in Q3 2025 and has held it in 4 quarters since. 101 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

MML Investors Services held 7,403,309 shares of iShares Disciplined Volatility Equity Active ETF worth $192M as of Q2 2026.
MML Investors Services bought 1,501,886 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $38.8M.
iShares Disciplined Volatility Equity Active ETF made up 0.39% of MML Investors Services's portfolio in Q2 2026, its #48 holding.
MML Investors Services first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
101 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

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