Public ownership evidence

iShares U.S. Large Cap Premium Income Active ETF (BALI) Ownership Disclosures

Read BALI insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares U.S. Large Cap Premium Income Active ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Kingsview Wealth Management, LLC
Report period
2026-06-30
Available
2026-08-20
Reported shares
17,772
Value (USD)
$601,231
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001791965-26-000005
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read BALI fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read BALI fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Kingsview Wealth Management, LLC2026-06-302026-08-2017,772$601,231None
Transamerica Financial Advisors, LLC2026-06-302026-08-1820,261$685,437None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1815,027$508,752None
Equitable Holdings, Inc.2026-06-302026-08-18242,173$8,192,726None
Synergy Investment Management, LLC2026-06-302026-08-1527,238$921,463None
Advyzon Investment Management, LLC2026-06-302026-08-159,503$321,486None
Perennial Investment Advisors, LLC2026-06-302026-08-1518,576$628,417None
Granite Bay Wealth Management, LLC2026-06-302026-08-15310,798$10,514,000None
Invst, LLC2026-06-302026-08-1544,997$1,522,244None
Qube Research & Technologies Ltd2026-06-302026-08-15803$27,165None
IFG Advisory, LLC2026-06-302026-08-158,272$279,845None
Per Stirling Capital Management, LLC.2026-06-302026-08-1515,046$509,006None
OSAIC HOLDINGS, INC.2026-06-302026-08-1534,101$1,153,646None
OSAIC HOLDINGS, INC.2026-06-302026-08-15595,790$20,155,711None
Orion Porfolio Solutions, LLC2026-06-302026-08-1564,579$2,184,710None
GTS SECURITIES LLC2026-06-302026-08-1527,639$935,027None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1520,295$686,580None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1538$1,286None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1565$2,199None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15689$23,321None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15324$10,961None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15116$3,915None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1511$372None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15238$8,052None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1520$677None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15106$3,586None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,473$49,843None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15528$17,862None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,250$76,118None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1515$507None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-156,291$212,827None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15421$14,242None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1590$3,045None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15357$12,077None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1566$2,233None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1520$677None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-153,552$120,173None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1517$575None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-153,975$134,460None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1518$609None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1595$3,214None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,465$49,561None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-159$304None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15155$5,244None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,517$51,320None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,714$57,984None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-156$203None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,574$53,246None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15639$21,617None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15879$29,737None

90-day public filing window, up to 50 source positions.

Kingsview Wealth Management, LLC ↗Transamerica Financial Advisors, LLC ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Equitable Holdings, Inc. ↗Synergy Investment Management, LLC ↗Advyzon Investment Management, LLC ↗Perennial Investment Advisors, LLC ↗Granite Bay Wealth Management, LLC ↗Invst, LLC ↗Qube Research & Technologies Ltd ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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