MML Investors Services
BDVL

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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.34B AUM 15.16% 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: Q1 2026 in Review

MML Investors Services reduced its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 19% in Q1 2026, selling an estimated $34.5M and leaving 5,901,423 shares worth $145M. The position accounts for 0.4% of the portfolio, ranked #49.

MML Investors Services first reported a position in BDVL in Q3 2025 and has held it in 3 quarters since. The position peaked at $180M in Q4 2025. 91 funds tracked by Wall St. Rank hold BDVL as of Q1 2026.

  • MML Investors Services held 5,901,423 shares of iShares Disciplined Volatility Equity Active ETF worth $145M as of Q1 2026.
  • MML Investors Services sold 1,372,001 iShares Disciplined Volatility Equity Active ETF shares in Q1 2026, an estimated $34.5M.
  • iShares Disciplined Volatility Equity Active ETF made up 0.4% of MML Investors Services's portfolio in Q1 2026, its #49 holding.
  • MML Investors Services first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 3 quarters since.
  • MML Investors Services's iShares Disciplined Volatility Equity Active ETF position peaked at $180M in Q4 2025.
  • 91 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.