13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
BRTR

BLACKROCK ETF TRUST II

69 institutions still hold BLACKROCK ETF TRUST II as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 092528876·69 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.8%
vs prior quarter
13F value held
$762M
46.0% inst. owned
of float
Holders
69
-88 QoQ
filers reporting
Activity
+23 / −40
+780 added · −802 reduced
this quarter
Concentration
26.51%
Dynasty Wealth Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

69 institutions reported BRTR in Q1 2026. Dynasty Wealth Management, LLC leads at 26.5% of the visible book. -88 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Dynasty Wealth Management, LLC
CIK 0001727599
$202M4.0M1.76%Q1 202602
JPMORGAN CHASE & CO
CIK 0000019617
$140M2.8M0.01%Q1 202603
SAGESPRING WEALTH PARTNERS, LLC
CIK 0002056425
$98M2.0M1.79%Q1 202604
OpenArc Corporate Advisory, LLC
CIK 0002111345
$73M1.4M1.04%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$39M770K0.00%Q1 202606
Weil Company, Inc.
CIK 0001318011
$32M633K7.13%Q1 202607
Pinnacle Financial Partners, Inc.
CIK 0002082866
$28M567K0.22%Q1 202608
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$28M553K0.00%Q1 202609
CFS Investment Advisory Services, LLC
CIK 0001845688
$15M292K1.02%Q1 202610
Arkadios Wealth Advisors
CIK 0001800798
$14M277K0.23%Q1 202611
SYNOVUS FINANCIAL CORP
CIK 0000018349
$13M251K0.15%Q3 202512
WETZEL INVESTMENT ADVISORS, INC.
CIK 0002009211
$11M225K4.48%Q1 202613
RFG - Bristol Wealth Advisors, LLC
CIK 0002055104
$11M220K2.98%Q1 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$11M210K0.00%Q1 202615
GOLDMAN SACHS GROUP INC
CIK 0000886982
$9M183K0.00%Q1 202616
Centerline Wealth Advisors, LLC
CIK 0001802059
$9M172K3.10%Q1 202617
UNIQUE WEALTH, LLC
CIK 0001957124
$8M161K1.12%Q1 202618
Storen Legacy Partners, LLC
CIK 0002116061
$8M158K2.49%Q1 202619
Vise Technologies, Inc.
CIK 0001812090
$7M144K0.14%Q1 202620
May Hill Capital, LLC
CIK 0002056340
$7M135K1.70%Q1 2026
Page 1 of 4
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