SEC 13F Intelligence

BLACKROCK ENHANCED LARGE CAP

CUSIP 09256A109

Blackrock Enhanced Large Cap has 104 institutional holders in Filings Flow’s 13F database, together reporting 9.25M shares worth $193M as of Q1 2026. The largest reported holders are Raymond James Financial Inc, Morgan Stanley, and Wells Fargo & Company/Mn.

Institutional Holders
104
Q1 2026
Reported Value
$193M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 65Q4 ’18Q1 ’19: 56Q2 ’19: 61Q2 ’19Q3 ’19: 51Q2 ’21: 78Q2 ’21Q4 ’21: 88Q4 ’22: 88Q4 ’22Q4 ’25: 109Q1 ’26: 104Q1 ’26Q2 ’26: 11filingsflow.com
Total reported value
Q4 ’18: $91MQ4 ’18Q1 ’19: $97MQ2 ’19: $97MQ2 ’19Q3 ’19: $98MQ2 ’21: $944MQ2 ’21Q4 ’21: $727MQ4 ’22: $113MQ4 ’22Q4 ’25: $199MQ1 ’26: $193MQ1 ’26Q2 ’26: $19Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
GraniteShares Advisors LLC$139M AUM1.59%$2M104.8KQ1 2026OLDER
TPG Advisors LLC$160M AUM0.81%$1M62.0KQ1 2026OLDER
MPWM ADVISORY SOLUTIONS, LLC$189M AUM0.39%$737,98535.1KQ1 2026OLDER
one8zero8, LLC$449M AUM0.30%$1M63.9KQ1 2026OLDER
Wealthspire Retirement, LLC$1.7B AUM0.27%$4M210.5KQ1 2026OLDER
Next Level Private LLC$511M AUM0.24%$1M46.2KQ2 2026
David J Yvars Group$212M AUM0.21%$451,71217.3KQ2 2026
Vanguard Capital Wealth Advisors$108M AUM0.19%$210,20010.0KQ1 2026OLDER
VISTA INVESTMENT PARTNERS II, LLC$223M AUM0.18%$396,17618.8KQ1 2026OLDER
Harbour Wealth Management Group, Inc.$133M AUM0.18%$232,94411.1KQ1 2026OLDER
17 CAPITAL PARTNERS, LLC$194M AUM0.17%$336,79516.0KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.16%$10M467.4KQ1 2026OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.15%$2M100.8KQ1 2026OLDER
ASHTON THOMAS SECURITIES, LLC$797M AUM0.14%$981,18042.7KQ3 2025OLDER
AGP FRANKLIN, LLC$200M AUM0.13%$265,23012.6KQ1 2026OLDER
Genesee Capital Advisors, LLC$239M AUM0.13%$310,25514.8KQ1 2026OLDER
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM0.12%$646,41427.7KQ4 2025OLDER
CFO4Life Group, LLC$656M AUM0.11%$742,44635.3KQ1 2026OLDER
Financial Security Advisor, Inc.$544M AUM0.09%$503,27423.9KQ1 2026OLDER
Westbourne Investment Advisors, Inc.$343M AUM0.08%$291,06413.8KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.08%$6M267.6KQ1 2026OLDER
Shulman DeMeo Asset Management LLC$535M AUM0.08%$421,84316.1KQ2 2026
Shaker Financial Services, LLC$287M AUM0.08%$221,0539.6KQ3 2025OLDER
Tyche Wealth Partners LLC$648M AUM0.07%$472,82422.5KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.06%$8M376.8KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.05%$765,71736.4KQ1 2026OLDER
Axiom Investment Management LLC$131M AUM0.05%$63,0323.0KQ1 2026OLDER
Cypress Capital Group$889M AUM0.04%$377,60318.0KQ1 2026OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.04%$648,15331.5KQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.04%$2M74.3KQ1 2026OLDER
MONEY CONCEPTS CAPITAL CORP$1.8B AUM0.04%$680,15332.4KQ1 2026OLDER
Garton & Associates Financial Advisors LLC$122M AUM0.04%$64,0342.7KQ4 2025OLDER
Stonebridge Financial Group, LLC$1.3B AUM0.03%$451,21817.3KQ2 2026
Karpus Management, Inc.$3.2B AUM0.03%$998,43043.4KQ3 2025OLDER
LVZ, Inc.$984M AUM0.03%$271,33210.4KQ2 2026
Institute for Wealth Management, LLC.$938M AUM0.03%$251,58912.0KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.03%$1M60.4KQ4 2025OLDER
Compound Planning, Inc.$3.3B AUM0.02%$806,65338.4KQ1 2026OLDER
Global Assets Advisory, LLC$349M AUM0.02%$83,3444.0KQ1 2026OLDER
Team Financial Group, LLC$220M AUM0.02%$52,4222.5KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.02%$872,81437.3KQ4 2025OLDER
Vermillion & White Wealth Management Group, LLC$174M AUM0.02%$37,5931.6KQ4 2025OLDER
K2 PRINCIPAL FUND, L.P.$1.4B AUM0.02%$249,63810.7KQ4 2025OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.02%$63,5223.0KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.02%$11M516.2KQ1 2026OLDER
AMERICAN NATIONAL BANK & TRUST$1.0B AUM0.01%$156,9766.7KQ4 2025OLDER
&PARTNERS$20.2B AUM0.01%$3M137.2KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.01%$156,7437.5KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.01%$2M79.7KQ1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.01%$2M94.6KQ3 2025OLDER
GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM0.01%$428,42920.4KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.01%$543,47425.9KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.01%$310,94914.8KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$23M1.11MQ1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.01%$319,73514.7KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.01%$1M61.2KQ1 2026OLDER
Eukles Asset Management$224M AUM0.01%$13,243630Q1 2026OLDER
World Investment Advisors$6.2B AUM0.01%$339,72116.2KQ1 2026OLDER
DT Investment Partners, LLC$1.2B AUM0.01%$64,7843.1KQ1 2026OLDER
Key FInancial Inc$562M AUM0.01%$30,1641.4KQ1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.01%$138,8296.6KQ1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$5,507262Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$506,89824.1KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$488,23123.2KQ1 2026OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.00%$102,9144.9KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$3M127.2KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$3M148.5KQ1 2026OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.00%$525,50025.0KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$94,4534.6KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$12M574.3KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$805,23338.3KQ1 2026OLDER
DAVENPORT & Co LLC$20.4B AUM0.00%$613,19123.4KQ2 2026
OPPENHEIMER & CO INC$8.2B AUM0.00%$246,10010.7KQ3 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$15M727.7KQ2 2026
Ameritas Advisory Services, LLC$2.6B AUM0.00%$41,9751.8KQ3 2025OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.00%$432,15020.6KQ1 2026OLDER
Calamos Advisors LLC$28.2B AUM0.00%$687,10229.9KQ3 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$163,9277.8KQ1 2026OLDER
EVOLUTION WEALTH MANAGEMENT INC.$137M AUM0.00%$2,880137Q1 2026OLDER
Truvestments Capital LLC$554M AUM0.00%$11,624553Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$7M355.6KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$490,35523.3KQ1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$40,5701.7KQ4 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$2M84.6KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$36,7851.8KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$10M459.2KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$248,60411.8KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$8M385.4KQ1 2026OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.00%$30,1781.2KQ2 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$1M52.9KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$16M701.2KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$5M257.3KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$210,20010.0KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$1M54.2KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$10M492.9KQ1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$36,3441.7KQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.00%$3,426131Q2 2026
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$386,12118.4KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$46,0002.0KQ3 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$426,04420.3KQ1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$55,2632.6KQ1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$23,3111.1KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$418,67619.9KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$74,9063.6KQ1 2026OLDER
Indiana Trust & Investment Management Co$324M AUM0.00%$1,26160Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$1M57.8KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$70,1103.0KQ4 2025OLDER
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM0.00%$1,87189Q1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$200,5158.6KQ4 2025OLDER
Creative Planning$147.4B AUM0.00%$325,03715.5KQ1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$38,9081.9KQ1 2026OLDER
NFSG Corp$608M AUM0.00%$98943Q3 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$888,38838.0KQ4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$68,1263.2KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$33,5061.6KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$12,318586Q2 2026
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$129,3576.2KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$74,7903.6KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$41,5362.0KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$7,883375Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$46720Q4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$1266Q2 2026

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