CIIBLACKROCK ENHANCED LARGE CAP
CUSIP 09256A109 · Yahoo Finance ↗ · Google Finance ↗
Blackrock Enhanced Large Cap (CII) has 105 institutional holders in Filings Flow’s 13F database, together reporting 8.84M shares worth $186M as of Q1 2026. The largest reported holders are Raymond James Financial Inc, Morgan Stanley, and Lpl Financial LLC.
Institutional Holders
105
Q1 2026
Reported Value
$186M
Ticker
CII
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $23M | 1.11M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $16M | 776.1K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $12M | 574.3K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $11M | 516.2K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $10M | 492.9K | Q1 2026 |
| Advisors Asset Management, Inc.$6.0B AUM | 0.16% | $10M | 467.4K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $10M | 459.2K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $8M | 385.4K | Q1 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.06% | $8M | 376.8K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $7M | 355.6K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.08% | $6M | 267.6K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $5M | 257.3K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $5M | 242.0K | Q1 2026 |
| Wealthspire Retirement, LLC$1.7B AUM | 0.27% | $4M | 210.5K | Q1 2026 |
| Cornerstone Advisors, LLC$2.7B AUM | 0.13% | $4M | 178.7K | Q2 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $3M | 148.5K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.01% | $3M | 137.2K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $3M | 127.2K | Q1 2026 |
| GraniteShares Advisors LLC$139M AUM | 1.59% | $2M | 104.8K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.01% | $2M | 94.6K | Q3 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.15% | $2M | 100.8K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.02% | $2M | 93.1K | Q2 2025OLDER |
| COHEN & STEERS, INC.$57.6B AUM | 0.00% | $2M | 85.5K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 84.6K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 79.7K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.04% | $2M | 74.3K | Q1 2026 |
| 1607 Capital Partners, LLC$1.4B AUM | 0.13% | $2M | 73.1K | Q2 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.03% | $1M | 60.4K | Q4 2025OLDER |
| one8zero8, LLC$449M AUM | 0.30% | $1M | 63.9K | Q1 2026 |
| TPG Advisors LLC$160M AUM | 0.81% | $1M | 62.0K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 61.2K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $1M | 57.8K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $1M | 54.2K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 52.9K | Q1 2026 |
| PMG Family Office LLC$90M AUM | 1.22% | $1M | 51.9K | Q1 2026 |
| Karpus Management, Inc.$3.2B AUM | 0.03% | $998,430 | 43.4K | Q3 2025OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.14% | $981,180 | 42.7K | Q3 2025OLDER |
| Next Level Private LLC$511M AUM | 0.22% | $961,469 | 45.7K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $888,388 | 38.0K | Q4 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $872,814 | 37.3K | Q4 2025OLDER |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $833,000 | 39.7K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $806,653 | 38.4K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $805,233 | 38.3K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.05% | $765,717 | 36.4K | Q1 2026 |
| CFO4Life Group, LLC$656M AUM | 0.11% | $742,446 | 35.3K | Q1 2026 |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.39% | $737,985 | 35.1K | Q1 2026 |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $687,102 | 29.9K | Q3 2025OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.04% | $680,153 | 32.4K | Q1 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.04% | $648,153 | 31.5K | Q1 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.12% | $646,414 | 27.7K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $543,474 | 25.9K | Q1 2026 |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.00% | $525,500 | 25.0K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $506,898 | 24.1K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $504,000 | 21.6K | Q4 2025OLDER |
| Financial Security Advisor, Inc.$544M AUM | 0.09% | $503,274 | 23.9K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $497,985 | 23.7K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $490,355 | 23.3K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $488,231 | 23.2K | Q1 2026 |
| Tyche Wealth Partners LLC$648M AUM | 0.07% | $472,824 | 22.5K | Q1 2026 |
| WEDBUSH SECURITIES INC$3.4B AUM | 0.01% | $454,000 | 21.6K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $432,150 | 20.6K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $428,429 | 20.4K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $426,044 | 20.3K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $418,676 | 19.9K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $417,030 | 19.5K | Q2 2025OLDER |
| VISTA INVESTMENT PARTNERS II, LLC$223M AUM | 0.18% | $396,176 | 18.8K | Q1 2026 |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.01% | $392,711 | 18.4K | Q2 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $386,121 | 18.4K | Q1 2026 |
| Cypress Capital Group$889M AUM | 0.04% | $377,603 | 18.0K | Q1 2026 |
| Shulman DeMeo Asset Management LLC$535M AUM | 0.08% | $368,852 | 17.5K | Q1 2026 |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.03% | $362,700 | 17.3K | Q1 2026 |
| David J Yvars Group$212M AUM | 0.20% | $359,779 | 17.1K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.01% | $339,721 | 16.2K | Q1 2026 |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.17% | $336,795 | 16.0K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $325,037 | 15.5K | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.01% | $319,735 | 14.7K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $310,949 | 14.8K | Q1 2026 |
| Genesee Capital Advisors, LLC$239M AUM | 0.13% | $310,255 | 14.8K | Q1 2026 |
| LVZ, Inc.$984M AUM | 0.03% | $295,331 | 14.1K | Q1 2026 |
| Westbourne Investment Advisors, Inc.$343M AUM | 0.08% | $291,064 | 13.8K | Q1 2026 |
| Virtu Financial LLC$2.4B AUM | 0.01% | $287,000 | 13.4K | Q2 2025OLDER |
| AGP FRANKLIN, LLC$200M AUM | 0.13% | $265,230 | 12.6K | Q1 2026 |
| Institute for Wealth Management, LLC.$938M AUM | 0.03% | $251,589 | 12.0K | Q1 2026 |
| K2 PRINCIPAL FUND, L.P.$1.4B AUM | 0.02% | $249,638 | 10.7K | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $248,604 | 11.8K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $246,100 | 10.7K | Q3 2025OLDER |
| Harbour Wealth Management Group, Inc.$133M AUM | 0.18% | $232,944 | 11.1K | Q1 2026 |
| Shaker Financial Services, LLC$287M AUM | 0.08% | $221,053 | 9.6K | Q3 2025OLDER |
| Vanguard Capital Wealth Advisors$108M AUM | 0.19% | $210,200 | 10.0K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $210,200 | 10.0K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $200,515 | 8.6K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $163,927 | 7.8K | Q1 2026 |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.01% | $156,976 | 6.7K | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $156,743 | 7.5K | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.01% | $138,829 | 6.6K | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $129,357 | 6.2K | Q1 2026 |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $102,914 | 4.9K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $94,453 | 4.6K | Q1 2026 |
| Global Assets Advisory, LLC$349M AUM | 0.02% | $83,344 | 4.0K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $74,906 | 3.6K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $74,790 | 3.6K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $70,110 | 3.0K | Q4 2025OLDER |
| CAROLINAS WEALTH CONSULTING LLC$0 AUM | 0.01% | $69,079 | 3.7K | Q2 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $68,126 | 3.2K | Q1 2026 |
| DT Investment Partners, LLC$1.2B AUM | 0.01% | $64,784 | 3.1K | Q1 2026 |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.04% | $64,034 | 2.7K | Q4 2025OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.02% | $63,522 | 3.0K | Q1 2026 |
| Axiom Investment Management LLC$131M AUM | 0.05% | $63,032 | 3.0K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $55,263 | 2.6K | Q1 2026 |
| Team Financial Group, LLC$220M AUM | 0.02% | $52,422 | 2.5K | Q1 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $46,000 | 2.0K | Q3 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $41,975 | 1.8K | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $41,536 | 2.0K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $40,570 | 1.7K | Q4 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $38,908 | 1.9K | Q1 2026 |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.02% | $37,593 | 1.6K | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $36,785 | 1.8K | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $36,344 | 1.7K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $33,506 | 1.6K | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.01% | $30,164 | 1.4K | Q1 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $24,258 | 1.2K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $23,311 | 1.1K | Q1 2026 |
| Eukles Asset Management$224M AUM | 0.01% | $13,243 | 630 | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $12,318 | 586 | Q1 2026 |
| Truvestments Capital LLC$554M AUM | 0.00% | $11,624 | 553 | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $10,675 | 500 | Q2 2025OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $10,675 | 500 | Q2 2025OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 0.00% | $9,200 | 400 | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $7,883 | 375 | Q1 2026 |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $5,507 | 262 | Q1 2026 |
| Motiv8 Investments LLC$183M AUM | 0.00% | $5,000 | 227 | Q4 2025OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $2,880 | 137 | Q1 2026 |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $2,754 | 131 | Q1 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $1,871 | 89 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $1,719 | 80 | Q2 2025OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 0.00% | $1,261 | 60 | Q1 2026 |
| NFSG Corp$608M AUM | 0.00% | $989 | 43 | Q3 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $467 | 20 | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $126 | 6 | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $85 | 4 | Q2 2025OLDER |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.