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

BLACKROCK ETF

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

CUSIP 092528108·156 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$385M
visible holders
Holders
156
filers reporting
Concentration
47.47%
Orgel Wealth Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

156 institutions reported SHYM in Q2 2026. Orgel Wealth Management, LLC leads at 47.5% 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
$59M2.6M0.01%Q2 202603
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$30M1.3M0.04%Q2 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
$9M416K0.00%Q2 202607
HighTower Advisors, LLC
CIK 0001462245
$8M371K0.01%Q2 202608
Quotient Wealth Partners, LLC
CIK 0002004904
$7M323K0.17%Q2 202609
Dynasty Wealth Management, LLC
CIK 0001727599
$7M318K0.05%Q2 202610
Trust Co
CIK 0001632554
$6M287K0.58%Q2 202611
Prentice Wealth Management LLC
CIK 0001864229
$6M247K1.14%Q2 202612
MML INVESTORS SERVICES, LLC
CIK 0000701059
$5M217K0.01%Q2 202613
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$4M197K0.01%Q1 202614
FORTE ASSET MANAGEMENT LLC
CIK 0001927129
$4M178K1.64%Q2 202615
Evergreen Wealth Partners LLC
CIK 0002101006
$4M163K2.19%Q2 202616
Rialto Wealth Management, LLC
CIK 0002054966
$4M162K0.72%Q2 202617
IHT Wealth Management, LLC
CIK 0001697490
$4M157K0.07%Q2 202618
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK 0000944361
$3M154K0.05%Q2 202619
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$3M138K0.06%Q2 202620
Capital Analysts, LLC
CIK 0001624758
$3M140K0.08%Q1 2026
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