13F Insight
DOSSIER · 13F Holders · Q2 2026
SHYM

BLACKROCK ETF

152 institutions still hold BLACKROCK ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 092528108·152 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$345M
visible holders
Holders
152
filers reporting
Concentration
52.96%
Orgel Wealth Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

152 institutions reported SHYM in Q2 2026. Orgel Wealth Management, LLC leads at 53.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Orgel Wealth Management, LLC
CIK 0001658535
$183M8.1M3.47%Q2 202602
LPL Financial LLC
CIK 0001403438
$32M1.4M0.01%Q1 202603
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$28M1.3M0.04%Q1 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$14M626K0.02%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$13M613K0.00%Q1 202606
JPMORGAN CHASE & CO
CIK 0000019617
$8M383K0.00%Q1 202607
HighTower Advisors, LLC
CIK 0001462245
$7M314K0.01%Q1 202608
Dynasty Wealth Management, LLC
CIK 0001727599
$7M303K0.06%Q1 202609
Quotient Wealth Partners, LLC
CIK 0002004904
$7M302K0.17%Q1 202610
Trust Co
CIK 0001632554
$6M287K0.58%Q2 202611
IHT Wealth Management, LLC
CIK 0001697490
$6M274K0.14%Q1 202612
Prentice Wealth Management LLC
CIK 0001864229
$6M247K1.14%Q2 202613
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$4M197K0.01%Q1 202614
MML INVESTORS SERVICES, LLC
CIK 0000701059
$4M189K0.01%Q1 202615
FORTE ASSET MANAGEMENT LLC
CIK 0001927129
$4M178K1.64%Q2 202616
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK 0000944361
$3M154K0.05%Q2 202617
Evergreen Wealth Partners LLC
CIK 0002101006
$3M151K2.54%Q1 202618
Capital Analysts, LLC
CIK 0001624758
$3M140K0.08%Q1 202619
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$3M140K0.07%Q1 202620
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M132K0.00%Q1 2026
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