XBOEXBLACKROCK ENHANCED GLOBAL
CUSIP 092501105 · Yahoo Finance ↗ · Google Finance ↗
Blackrock Enhanced Global (XBOEX) has 121 institutional holders in Filings Flow’s 13F database, together reporting 19.94M shares worth $219M as of Q1 2026. The largest reported holders are Morgan Stanley, Karpus Management, Inc., and Advisors Asset Management, Inc..
Institutional Holders
121
Q1 2026
Reported Value
$219M
Ticker
XBOEX
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Shaker Financial Services, LLC$287M AUM | 0.84% | $2M | 218.7K | Q1 2026 |
| 1607 Capital Partners, LLC$1.4B AUM | 0.51% | $7M | 586.0K | Q3 2025OLDER |
| Karpus Management, Inc.$3.2B AUM | 0.41% | $13M | 1.21M | Q1 2026 |
| Logan Stone Capital, LLC$360M AUM | 0.25% | $906,940 | 82.8K | Q1 2026 |
| Centurion Wealth Management LLC$418M AUM | 0.21% | $948,504 | 86.5K | Q1 2026 |
| Advisors Asset Management, Inc.$6.0B AUM | 0.21% | $13M | 1.16M | Q1 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC.$143M AUM | 0.18% | $273,023 | 24.9K | Q1 2026 |
| Saba Capital Management, L.P.$3.6B AUM | 0.17% | $6M | 566.3K | Q1 2026 |
| ACCREDITED INVESTOR SERVICES, LLC$156M AUM | 0.13% | $204,766 | 18.7K | Q1 2026 |
| one8zero8, LLC$449M AUM | 0.12% | $548,000 | 50.0K | Q1 2026 |
| Illumine Investment Management, LLC$130M AUM | 0.11% | $142,195 | 13.0K | Q1 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.10% | $707,610 | 64.6K | Q1 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.10% | $12M | 1.13M | Q1 2026 |
| Abel Hall, LLC$469M AUM | 0.08% | $361,680 | 33.0K | Q1 2026 |
| Ballast Rock Private Wealth LLC$181M AUM | 0.07% | $135,311 | 12.3K | Q1 2026 |
| Pacific Wealth Strategies Group, Inc.$174M AUM | 0.07% | $109,600 | 10.0K | Q1 2026 |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.06% | $1M | 102.3K | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.05% | $998,559 | 85.3K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.05% | $638,814 | 58.3K | Q1 2026 |
| NWF Advisory Services Inc.$886M AUM | 0.04% | $343,707 | 31.4K | Q1 2026 |
| WPG Advisers, LLC$136M AUM | 0.03% | $40,541 | 3.7K | Q1 2026 |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.03% | $3M | 269.1K | Q1 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.03% | $155,688 | 14.2K | Q1 2026 |
| VSM Wealth Advisory, LLC$335M AUM | 0.03% | $92,404 | 8.4K | Q1 2026 |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.03% | $677,798 | 57.9K | Q4 2025OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 0.03% | $80,720 | 7.4K | Q1 2026 |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.02% | $194,540 | 17.8K | Q1 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.02% | $432,153 | 39.4K | Q1 2026 |
| UHLMANN PRICE SECURITIES, LLC$1.5B AUM | 0.02% | $299,844 | 27.4K | Q1 2026 |
| Vivaldi Capital Management LP$723M AUM | 0.02% | $141,932 | 12.9K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.02% | $778,649 | 71.0K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $740,425 | 67.6K | Q1 2026 |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.02% | $10M | 886.8K | Q1 2026 |
| Elequin Capital, LP$1.2B AUM | 0.01% | $108,234 | 9.5K | Q2 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $822,485 | 75.0K | Q1 2026 |
| AQR Arbitrage LLC$6.1B AUM | 0.01% | $581,767 | 51.3K | Q2 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $327,496 | 29.9K | Q1 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM | 0.01% | $122,270 | 11.2K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $202,375 | 18.2K | Q1 2026 |
| Dakota Wealth Management$4.6B AUM | 0.01% | $491,294 | 44.8K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $2M | 148.0K | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $91,648 | 8.4K | Q1 2026 |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.01% | $194,471 | 17.1K | Q2 2025OLDER |
| Axiom Investment Management LLC$131M AUM | 0.01% | $10,852 | 990 | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.01% | $4M | 402.8K | Q1 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $162,967 | 14.9K | Q1 2026 |
| Kilter Group LLC$232M AUM | 0.01% | $15,253 | 1.4K | Q1 2026 |
| WEBSTER BANK, N. A.$1.1B AUM | 0.01% | $65,760 | 6.0K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 120.6K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 114.7K | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.01% | $295,920 | 27.0K | Q1 2026 |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.01% | $148,716 | 13.6K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.01% | $88M | 7.52M | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $191,988 | 17.5K | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $16,440 | 1.5K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $187,774 | 16.5K | Q2 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $339,365 | 31.0K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $227,900 | 19.5K | Q4 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $352,802 | 32.2K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.00% | $115,529 | 10.6K | Q1 2026 |
| Colonial Trust Co / SC$735M AUM | 0.00% | $23,761 | 2.2K | Q1 2026 |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.00% | $10,960 | 1.0K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $61,383 | 5.5K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $725,727 | 62.0K | Q4 2025OLDER |
| Crews Bank & Trust$766M AUM | 0.00% | $19,290 | 1.8K | Q1 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.00% | $10,250 | 903 | Q2 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $694,770 | 59.3K | Q4 2025OLDER |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $456,922 | 40.3K | Q2 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $444,453 | 38.0K | Q4 2025OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.00% | $140,001 | 12.0K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $7M | 645.9K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $292,577 | 26.7K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 129.1K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $313,172 | 26.7K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.00% | $111,422 | 10.0K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $248,496 | 22.7K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $143,039 | 13.1K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $321,928 | 29.4K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $431,863 | 39.4K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $8M | 745.8K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $110,312 | 10.1K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $110,175 | 10.1K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $5M | 489.5K | Q1 2026 |
| Marex Group Ltd$15.8B AUM | 0.00% | $224,888 | 20.5K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $165,329 | 15.1K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $9M | 783.2K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $679,838 | 62.0K | Q1 2026 |
| Synergy Investment Management, LLC$306M AUM | 0.00% | $3,700 | 338 | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $33,702 | 3.1K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 96.3K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $50,657 | 4.6K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $574,063 | 52.4K | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $671,875 | 59.2K | Q2 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $250,430 | 21.4K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $55,534 | 5.1K | Q1 2026 |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $2,740 | 250 | Q1 2026 |
| Walleye Capital LLC$24.0B AUM | 0.00% | $168,298 | 14.8K | Q2 2025OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $124,166 | 11.3K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $399,960 | 36.5K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 187.3K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3M | 263.2K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $223,039 | 19.7K | Q2 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $429,011 | 39.1K | Q1 2026 |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $1,289 | 110 | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $116,075 | 10.6K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $152,999 | 13.7K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $5,622 | 513 | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $211,921 | 19.8K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $7,536 | 688 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $1M | 133.5K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $8,494 | 775 | Q1 2026 |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $3,014 | 275 | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $754,251 | 68.3K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 212.7K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $15,621 | 1.4K | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $5,496 | 492 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $195,176 | 17.8K | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $1,970 | 168 | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $21,734 | 2.0K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $48,301 | 4.4K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $17,898 | 1.6K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $5,700 | 520 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $237,383 | 21.7K | Q1 2026 |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $1,112 | 98 | Q2 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $445 | 41 | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $373 | 34 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $3,156 | 288 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $5,480 | 500 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $14,686 | 1.3K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $59 | 5 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $42 | 4 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.