DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
IVVB

BLACKROCK ETF TRUST II

30 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 092528801·30 13F holders·last filed Mar 31, 2026
Market cap
4.0%
vs prior quarter
13F value held
$82M
56.0% inst. owned
of float
Holders
30
0 QoQ
filers reporting
Activity
+16 / −21
+934 added · −791 reduced
this quarter
Concentration
42.54%
Wick Capital Partners, LLC #1
top holder share
AI Holders Summary · Q1 2026

30 institutions reported IVVB in Q1 2026. Wick Capital Partners, LLC leads at 42.5% of the visible book. +0 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Wick Capital Partners, LLC
CIK 0001904388
$35M1.1M6.38%Q1 2026
02
BlackRock, Inc.
CIK 0002012383
$15M455K0.00%Q1 2026
03
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$9M291K0.02%Q1 2026
04
Planned Solutions, Inc.
CIK 0001831332
$6M177K1.86%Q1 2026
05
Vantage Financial Partners, LLC
CIK 0001911766
$3M89K0.60%Q4 2025
06
ERn Financial, LLC
CIK 0001768302
$2M70K0.42%Q1 2026
07
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M66K0.00%Q1 2026
08
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M51K0.00%Q1 2026
09
Valmark Advisers, Inc.
CIK 0001380443
$1M46K0.02%Q1 2026
10
BIP Wealth, LLC
CIK 0001590214
$1M33K0.04%Q1 2026
11
Americana Partners, LLC
CIK 0001797678
$919,96529K0.02%Q1 2026
12
Csenge Advisory Group
CIK 0001715593
$894,14028K0.04%Q1 2026
13
Formidable Asset Management, LLC
CIK 0001592613
$794,30824K0.12%Q1 2026
14
NewEdge Advisors, LLC
CIK 0001633516
$720,28922K0.00%Q1 2026
15
LPL Financial LLC
CIK 0001403438
$692,44822K0.00%Q1 2026
16
Cetera Investment Advisers
CIK 0001666741
$615,43319K0.00%Q1 2026
17
SAGESPRING WEALTH PARTNERS, LLC
CIK 0002056425
$524,81516K0.01%Q1 2026
18
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$474,19215K0.00%Q1 2026
19
PFG Investments, LLC
CIK 0001973224
$375,47712K0.02%Q1 2026
20
Ameritas Advisory Services, LLC
CIK 0001901275
$240,3268K0.01%Q1 2026
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