13F Insight
DOSSIER · 13F Holders · Q3 2026
SHYM

BLACKROCK ETF

171 institutions still hold BLACKROCK ETF as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 092528108·171 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$396M
visible holders
Holders
171
filers reporting
Concentration
47.67%
Orgel Wealth Management, LLC #1
top holder share
AI Holders Summary · Q3 2026

171 institutions reported SHYM in Q3 2026. Orgel Wealth Management, LLC leads at 47.7% 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
$189M8.8M3.57%Q3 202602
LPL Financial LLC
CIK 0001403438
$62M2.9M0.01%Q3 202603
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$29M1.4M0.04%Q3 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$19M838K0.02%Q2 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$17M762K0.00%Q2 202606
JPMORGAN CHASE & CO
CIK 0000019617
$8M365K0.00%Q3 202607
Pearl Planning LLC
CIK 0002100519
$7M341K3.02%Q3 202608
Quotient Wealth Partners, LLC
CIK 0002004904
$7M323K0.17%Q2 202609
Dynasty Wealth Management, LLC
CIK 0001727599
$7M318K0.05%Q2 202610
Prentice Wealth Management LLC
CIK 0001864229
$7M321K1.39%Q3 202611
Trust Co
CIK 0001632554
$7M313K0.58%Q3 202612
HighTower Advisors, LLC
CIK 0001462245
$5M256K0.01%Q3 202613
Heritage Investment Group, Inc.
CIK 0001876811
$5M241K0.70%Q3 202614
MML INVESTORS SERVICES, LLC
CIK 0000701059
$5M217K0.01%Q2 202615
FORTE ASSET MANAGEMENT LLC
CIK 0001927129
$4M178K1.54%Q3 202616
Crusonia Wealth Advisors LLC
CIK 0002112003
$4M172K0.55%Q3 202617
Evergreen Wealth Partners LLC
CIK 0002101006
$4M163K2.19%Q2 202618
Rialto Wealth Management, LLC
CIK 0002054966
$4M162K0.72%Q2 202619
IHT Wealth Management, LLC
CIK 0001697490
$4M157K0.07%Q2 202620
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M160K0.01%Q3 2026
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