We are live on ! Find out more
BALI icon

iShares U.S. Large Cap Premium Income Active ETF
BALI

Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$24M +$23.9M +778,400 +5,590%
EE
2
EWG Elevate
California
$19.7M +$6.72M +218,299 +50%
LPL Financial
3
LPL Financial
California
$14.7M +$15M +487,257 New
Ameriprise
4
Ameriprise
Minnesota
$14.3M +$14.6M +474,210 New
BlackRock
5
BlackRock
New York
$12.4M +$50.5K +1,640 +0.4%
USCWA
6
U.S. Capital Wealth Advisors
Texas
$7.28M +$5.57M +181,076 +303%
Osaic Holdings
7
Osaic Holdings
Arizona
$6.92M +$3.15M +102,307 +79%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$6.9M +$7.02M +228,130 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.76M +$5.86M +190,536 New
Morgan Stanley
10
Morgan Stanley
New York
$5.53M +$5.63M +182,952 +18,295,200%
AssetMark Inc
11
AssetMark Inc
California
$4.94M +$5.02M +163,240 New
JP Morgan Chase
12
JP Morgan Chase
New York
$4.81M +$4.89M +159,065 New
PFGIA
13
Patriot Financial Group Insurance Agency
Massachusetts
$3.89M +$1.2M +39,151 +44%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$2.72M +$2.76M +89,848 New
MML Investors Services
15
MML Investors Services
Massachusetts
$1.86M +$1.89M +61,460 New
SA
16
Sanctuary Advisors
Indiana
$1.84M +$1M +32,535 +121%
UAG
17
United Advisor Group
Ohio
$1.75M +$1.78M +57,703 New
3AM
18
3EDGE Asset Management
Florida
$1.55M -$2.21M -71,933 -58%
BFG
19
Beacon Financial Group
Texas
$1.45M +$1.47M +47,769 New
SWP
20
Semus Wealth Partners
Florida
$1.44M +$564K +18,328 +63%
PAS
21
Park Avenue Securities
New York
$1.26M +$1.28M +41,623 New
KFS
22
Kelly Financial Services
Massachusetts
$854K +$869K +28,240 New
AWS
23
Atria Wealth Solutions
New York
$682K +$694K +22,555 New
JC
24
JB Capital
Connecticut
$653K +$665K +21,599 New
SWP
25
ShoreHaven Wealth Partners
New Jersey
$614K +$624K +20,294 New
1
2 3