SEC 13F Intelligence

BLACKROCK ETF TRUST II

CUSIP 092528108

Blackrock Etf Trust II has 139 institutional holders in Filings Flow’s 13F database, together reporting 10.79M shares worth $228M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Commonwealth Equity Services, LLC, and Osaic Holdings, Inc..

Institutional Holders
139
Q1 2026
Reported Value
$228M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 4Q2 ’21Q4 ’21: 7Q4 ’21Q4 ’22: 24Q4 ’22Q4 ’25: 134Q4 ’25Q1 ’26: 139Q1 ’26Q2 ’26: 4Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $4MQ2 ’21Q4 ’21: $6MQ4 ’21Q4 ’22: $13MQ4 ’22Q4 ’25: $198MQ4 ’25Q1 ’26: $228MQ1 ’26Q2 ’26: $769,375Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Evergreen Wealth Partners LLC$131M AUM2.54%$3M151.3KQ1 2026OLDER
Strategic Equity Management$266M AUM2.36%$7M313.6KQ4 2025OLDER
MONEYWISE, INC.$229M AUM2.14%$5M231.3KQ4 2025OLDER
FORTE ASSET MANAGEMENT LLC$228M AUM1.72%$4M178.4KQ1 2026OLDER
Legacy Advisory Services, LLC$131M AUM1.35%$2M80.5KQ1 2026OLDER
DeLarme Wealth Management, Inc.$155M AUM1.26%$2M89.1KQ1 2026OLDER
Prentice Wealth Management LLC$443M AUM1.07%$5M216.3KQ1 2026OLDER
Trust Co$1.1B AUM0.60%$6M292.0KQ1 2026OLDER
Advisory Resource Group$581M AUM0.55%$3M145.7KQ1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.54%$2M109.7KQ1 2026OLDER
SK Wealth Management, LLC$360M AUM0.53%$2M86.2KQ1 2026OLDER
Vertex Planning Partners, LLC$515M AUM0.50%$3M116.8KQ1 2026OLDER
MBA Advisors LLC$260M AUM0.42%$1M49.4KQ1 2026OLDER
BETO FINANCIAL GROUP, LLC$171M AUM0.34%$581,66226.2KQ1 2026OLDER
Kuhn & Co Investment Counsel$155M AUM0.34%$522,31523.7KQ1 2026OLDER
Joseph Group Capital Management$400M AUM0.33%$1M60.3KQ1 2026OLDER
COFG Advisors, LLC$404M AUM0.33%$1M60.5KQ1 2026OLDER
Wealth Advisors of Tampa Bay, LLC$302M AUM0.33%$990,90045.0KQ1 2026OLDER
M Wealth Management, LLC$119M AUM0.30%$356,72416.2KQ1 2026OLDER
Kestra Investment Management, LLC$5.8B AUM0.30%$11M492.8KQ3 2025OLDER
Beta Wealth Group, Inc.$242M AUM0.28%$688,22331.3KQ1 2026OLDER
RETIREMENT PLANNING GROUP, LLC / NY$155M AUM0.28%$429,27119.5KQ1 2026OLDER
PENNEY FINANCIAL, LLC$261M AUM0.27%$609,88227.3KQ3 2025OLDER
ShoreHaven Wealth Partners, LLC$278M AUM0.26%$724,29732.9KQ1 2026OLDER
Tolleson Wealth Management, Inc.$693M AUM0.21%$1M65.6KQ4 2025OLDER
FourThought Financial Partners, LLC$1.2B AUM0.20%$2M106.1KQ1 2026OLDER
Serenity Investment Advisors$214M AUM0.20%$423,16219.1KQ1 2026OLDER
Keebeck Wealth Management$889M AUM0.20%$2M79.5KQ1 2026OLDER
Aspen Wealth Management LLC$501M AUM0.19%$940,10042.7KQ1 2026OLDER
Camarda Financial Advisors, LLC$190M AUM0.18%$336,90315.3KQ1 2026OLDER
Quotient Wealth Partners, LLC$3.8B AUM0.17%$7M301.9KQ1 2026OLDER
Canal Capital Management, LLC$739M AUM0.17%$1M55.1KQ4 2025OLDER
Veracity Capital LLC$280M AUM0.16%$436,01819.8KQ1 2026OLDER
Alpha Financial Partners LLC$169M AUM0.15%$249,96711.4KQ1 2026OLDER
IHT Wealth Management, LLC$4.3B AUM0.14%$6M274.4KQ1 2026OLDER
Weitzel Financial Services, Inc.$265M AUM0.14%$368,47316.7KQ1 2026OLDER
Ellis Investment Partners, LLC$576M AUM0.13%$735,15033.4KQ1 2026OLDER
Vawter Financial, Ltd.$238M AUM0.13%$302,90713.8KQ1 2026OLDER
Bowman & Co S.C.$237M AUM0.12%$287,74912.9KQ4 2025OLDER
Destiny Wealth Partners, LLC$914M AUM0.12%$1M48.7KQ1 2026OLDER
Vision Retirement, LLC$373M AUM0.11%$405,70118.3KQ1 2026OLDER
CASTLE WEALTH MANAGEMENT LLC$309M AUM0.10%$298,70113.6KQ1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.10%$190,0558.6KQ1 2026OLDER
BLUELINE ADVISORS LLC$129M AUM0.09%$113,7225.1KQ4 2025OLDER
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM0.09%$2M70.0KQ1 2026OLDER
Sovereign Financial Group, Inc.$576M AUM0.09%$495,27422.5KQ1 2026OLDER
TCFG WEALTH MANAGEMENT, LLC$267M AUM0.08%$207,0029.3KQ3 2025OLDER
Arrowroot Family Office, LLC$302M AUM0.08%$232,68510.6KQ1 2026OLDER
Ausdal Financial Partners, Inc.$2.3B AUM0.08%$2M76.9KQ1 2026OLDER
Per Stirling Capital Management, LLC.$905M AUM0.07%$659,93930.0KQ1 2026OLDER
WealthCare Investment Partners, LLC$360M AUM0.07%$262,68011.9KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.07%$3M139.8KQ1 2026OLDER
Redhawk Wealth Advisors, Inc.$1.0B AUM0.07%$637,79029.0KQ1 2026OLDER
Legacy Edge Advisors, LLC$951M AUM0.07%$635,05728.8KQ1 2026OLDER
Dynasty Wealth Management, LLC$11.5B AUM0.06%$7M303.2KQ1 2026OLDER
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$6.8B AUM0.06%$4M176.8KQ1 2026OLDER
SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM0.05%$472,71321.5KQ1 2026OLDER
WCG Wealth Advisors LLC$3.6B AUM0.05%$2M83.7KQ1 2026OLDER
Premier Path Wealth Partners, LLC$767M AUM0.05%$393,40917.9KQ1 2026OLDER
Private Wealth Asset Management, LLC$935M AUM0.05%$472,76921.5KQ1 2026OLDER
Diversify Advisory Services, LLC$655M AUM0.05%$2M69.6KQ4 2025OLDER
VOISARD ASSET MANAGEMENT GROUP, INC.$469M AUM0.05%$230,10910.4KQ1 2026OLDER
Horizon Wealth Management, LLC$682M AUM0.05%$330,30015.0KQ1 2026OLDER
Elequin Capital, LP$1.2B AUM0.05%$633,09228.5KQ4 2025OLDER
Strategic Family Wealth Counselors, L.L.C.$381M AUM0.05%$202,1779.1KQ4 2025OLDER
Keystone Financial Group, Inc.$192M AUM0.04%$85,1033.8KQ4 2025OLDER
Brookwood Investment Group LLC$810M AUM0.04%$349,56815.9KQ1 2026OLDER
Bedel Financial Consulting, Inc.$888M AUM0.04%$379,54117.2KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.04%$28M1.28MQ1 2026OLDER
Claro Advisors Inc.$830M AUM0.04%$261,79711.7KQ3 2025OLDER
GGM Financial LLC$217M AUM0.03%$75,3083.4KQ1 2026OLDER
Insight Wealth Strategies, LLC$896M AUM0.03%$256,81911.6KQ4 2025OLDER
Atlantic Edge Private Wealth Management, LLC$407M AUM0.03%$110,1005.0KQ1 2026OLDER
Avior Wealth Management, LLC$3.8B AUM0.03%$936,33442.5KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.02%$14M625.7KQ1 2026OLDER
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.02%$1M46.6KQ1 2026OLDER
Cornerstone Wealth Management, LLC$2.0B AUM0.02%$350,41815.9KQ1 2026OLDER
Triad Wealth Partners, LLC$1.3B AUM0.02%$212,8899.7KQ1 2026OLDER
McAdam, LLC$2.2B AUM0.02%$368,79116.7KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.02%$983,54444.7KQ1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.02%$1M65.4KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.01%$164,7987.5KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.01%$1M58.8KQ1 2026OLDER
Hirtle & Co., LLC$2.9B AUM0.01%$403,29318.1KQ4 2025OLDER
SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM0.01%$699,65431.8KQ1 2026OLDER
Dynamic Advisor Solutions LLC$3.5B AUM0.01%$446,19619.9KQ2 2026
Capital Asset Advisory Services LLC$2.6B AUM0.01%$324,47314.6KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.01%$769,44434.9KQ1 2026OLDER
StoneX Group Inc.$1.9B AUM0.01%$218,7699.9KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.01%$4M189.2KQ1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.01%$257,68311.7KQ1 2026OLDER
N.E.W. Advisory Services LLC$1.3B AUM0.01%$149,3846.8KQ1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.01%$195,2968.9KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.01%$957,76743.5KQ1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.01%$566,64125.7KQ1 2026OLDER
Sowell Financial Services LLC$2.7B AUM0.01%$246,78911.2KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.01%$587,11626.7KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.01%$32M1.45MQ1 2026OLDER
RFG Advisory, LLC$5.4B AUM0.01%$427,87119.4KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$603,82227.4KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.01%$7M313.7KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.01%$2M70.9KQ1 2026OLDER
WFA of San Diego, LLC$125M AUM0.01%$8,808400Q1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$264,52612.0KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$788,31635.8KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.01%$658,79429.9KQ1 2026OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.01%$355,46516.0KQ4 2025OLDER
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.01%$221,74110.1KQ1 2026OLDER
Wealthcare Advisory Partners LLC$5.3B AUM0.01%$271,22112.1KQ2 2026
Sunbelt Securities, Inc.$1.6B AUM0.00%$75,7153.4KQ1 2026OLDER
NFSG Corp$608M AUM0.00%$31,9841.4KQ3 2025OLDER
Wilkerson Advisory Group LLC$291M AUM0.00%$13,212600Q1 2026OLDER
MISSION WEALTH MANAGEMENT, LP$4.9B AUM0.00%$226,08510.1KQ3 2025OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$781,84235.5KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$795,48036.1KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$316,09014.4KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.00%$220,20010.0KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$272,03912.4KQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.00%$215,4009.8KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$13M612.7KQ1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.00%$246,18411.2KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$759,04834.5KQ1 2026OLDER
Portfolio Resources Advisor Group, Inc.$101M AUM0.00%$2,863130Q1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$2M93.7KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$545,96824.8KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$234,71010.6KQ4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$127,0995.8KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$632,04928.7KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$2M105.1KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.00%$344,98815.5KQ1 2026OLDER
Financial Engines Advisors L.L.C.$49.2B AUM0.00%$943,66742.9KQ1 2026OLDER
Litman Gregory Wealth Management LLC$1.4B AUM0.00%$24,6941.1KQ4 2025OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$218,5709.9KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$166,4487.5KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$247,95811.3KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$10,266462Q4 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$358,21016.2KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$17,021773Q1 2026OLDER
Creative Planning$147.4B AUM0.00%$805,11736.6KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$8M382.8KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$206,1299.4KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$3M131.8KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$93,5684.2KQ4 2025OLDER
AE Wealth Management LLC$18.5B AUM0.00%$62,5812.8KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$19,070858Q4 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$374,05116.8KQ4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$17,850799Q3 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$61,4262.8KQ1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$2,246102Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$6,244281Q4 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$3,283147Q3 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$51,9422.4KQ2 2026
FIFTH THIRD BANCORP$54.7B AUM0.00%$90,4144.1KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$758,43534.1KQ4 2025OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$6,892313Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$74,4003.4KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$1,48967Q4 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$23,1211.1KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$26,0001.2KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$1,49768Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$59,9382.7KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$161Q2 2026
MORGAN STANLEY$1.67T AUM0.00%$381Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.