13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
SHYM

BLACKROCK ETF

152 institutions still hold BLACKROCK ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 092528108·152 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.7%
vs prior quarter
13F value held
$163M
69.0% inst. owned
of float
Holders
152
-46 QoQ
filers reporting
Activity
+40 / −6
+803 added · −662 reduced
this quarter
Concentration
19.56%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

152 institutions reported SHYM in Q1 2026. LPL Financial LLC leads at 19.6% of the visible book. -46 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$32M1.4M0.01%Q1 202602
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$28M1.3M0.04%Q1 202603
OSAIC HOLDINGS, INC.
CIK 0001677044
$14M626K0.02%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$13M613K0.00%Q1 202605
JPMORGAN CHASE & CO
CIK 0000019617
$8M383K0.00%Q1 202606
HighTower Advisors, LLC
CIK 0001462245
$7M314K0.01%Q1 202607
Dynasty Wealth Management, LLC
CIK 0001727599
$7M303K0.06%Q1 202608
Quotient Wealth Partners, LLC
CIK 0002004904
$7M302K0.17%Q1 202609
Trust Co
CIK 0001632554
$6M292K0.60%Q1 202610
IHT Wealth Management, LLC
CIK 0001697490
$6M274K0.14%Q1 202611
Prentice Wealth Management LLC
CIK 0001864229
$5M216K1.07%Q1 202612
MML INVESTORS SERVICES, LLC
CIK 0000701059
$4M189K0.01%Q1 202613
FORTE ASSET MANAGEMENT LLC
CIK 0001927129
$4M178K1.72%Q1 202614
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK 0000944361
$4M177K0.06%Q1 202615
Evergreen Wealth Partners LLC
CIK 0002101006
$3M151K2.54%Q1 202616
Advisory Resource Group
CIK 0001764968
$3M146K0.55%Q1 202617
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$3M140K0.07%Q1 202618
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M132K0.00%Q1 202619
Vertex Planning Partners, LLC
CIK 0001942341
$3M117K0.50%Q1 202620
Rialto Wealth Management, LLC
CIK 0002054966
$2M110K0.54%Q1 2026
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