DOSSIER · 13F Holders · Q1 2026
CLOA

BLACKROCK ETF TRUST II

258 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 092528504·258 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$1.2B
visible holders
Holders
258
filers reporting
Concentration
26.36%
Richard Bernstein Advisors LLC #1
top holder share
AI Holders Summary · Q1 2026

258 institutions reported CLOA in Q1 2026. Richard Bernstein Advisors LLC leads at 26.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Richard Bernstein Advisors LLC
CIK 0001528214
$321M6.2M9.30%Q1 2026
02
Jupiter Topco LLC
CIK 0002146052
$157M3.0M0.06%Q2 2026
03
BlackRock, Inc.
CIK 0002012383
$123M2.4M0.00%Q2 2026
04
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$105M2.0M0.02%Q2 2026
05
LPL Financial LLC
CIK 0001403438
$102M2.0M0.02%Q2 2026
06
Advocacy Wealth Management, LLC
CIK 0001569452
$57M1.1M2.07%Q2 2026
07
MORGAN STANLEY
CIK 0000895421
$50M967K0.00%Q2 2026
08
INSPIRION WEALTH ADVISORS, LLC
CIK 0001633448
$34M662K3.92%Q2 2026
09
Cetera Investment Advisers
CIK 0001666741
$34M648K0.03%Q2 2026
10
JPMORGAN CHASE & CO
CIK 0000019617
$30M587K0.00%Q2 2026
11
Pallas Capital Advisors LLC
CIK 0001862282
$28M548K0.88%Q2 2026
12
CenturyLink Investment Management Co
CIK 0001054522
$27M512K20.59%Q2 2026
13
MML INVESTORS SERVICES, LLC
CIK 0000701059
$25M475K0.05%Q2 2026
14
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$23M444K0.22%Q2 2026
15
Goldstone Financial Group, LLC
CIK 0002040021
$19M366K1.74%Q2 2026
16
Betterment LLC
CIK 0001633901
$18M348K0.03%Q1 2026
17
OneDigital Investment Advisors LLC
CIK 0001690370
$18M343K0.15%Q2 2026
18
Macro Advisors, Inc.
CIK 0001821406
$16M301K4.98%Q2 2026
19
Tower Research Capital LLC (TRC)
CIK 0001533421
$15M298K0.38%Q2 2026
20
Cascade Wealth Advisors, Inc
CIK 0002018936
$15M284K5.91%Q2 2026
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