13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
CLOA

BLACKROCK ETF TRUST II

217 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 092528504·217 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.5%
vs prior quarter
13F value held
$1.0B
68.0% inst. owned
of float
Holders
217
-83 QoQ
filers reporting
Activity
+17 / −43
+747 added · −681 reduced
this quarter
Concentration
30.76%
Richard Bernstein Advisors LLC #1
top holder share
AI Holders Summary · Q1 2026

217 institutions reported CLOA in Q1 2026. Richard Bernstein Advisors LLC leads at 30.8% of the visible book. -83 net institutions QoQ — distribution reading.

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 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$138M2.7M0.04%Q1 202603
BlackRock, Inc.
CIK 0002012383
$109M2.1M0.00%Q1 202604
LPL Financial LLC
CIK 0001403438
$101M1.9M0.03%Q1 202605
Advocacy Wealth Management, LLC
CIK 0001569452
$55M1.1M2.42%Q1 202606
MORGAN STANLEY
CIK 0000895421
$43M825K0.00%Q1 202607
Cetera Investment Advisers
CIK 0001666741
$30M587K0.03%Q1 202608
INSPIRION WEALTH ADVISORS, LLC
CIK 0001633448
$29M563K3.64%Q1 202609
JPMORGAN CHASE & CO
CIK 0000019617
$28M538K0.00%Q1 202610
Pallas Capital Advisors LLC
CIK 0001862282
$27M513K1.00%Q1 202611
MML INVESTORS SERVICES, LLC
CIK 0000701059
$23M441K0.06%Q1 202612
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$23M441K0.25%Q1 202613
August Group Capital Ltd
CIK 0002107394
$16M316K19.04%Q1 202614
Goldstone Financial Group, LLC
CIK 0002040021
$16M304K1.71%Q1 202615
Landing Point Financial Group, LLC
CIK 0002025964
$15M298K7.50%Q1 202616
OneDigital Investment Advisors LLC
CIK 0001690370
$15M292K0.15%Q1 202617
AE Wealth Management LLC
CIK 0001697723
$14M274K0.08%Q1 202618
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$14M271K0.08%Q1 202619
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$13M259K0.02%Q1 202620
Elequin Capital, LP
CIK 0001810873
$13M317K1.06%Q1 2026
Page 1 of 11
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