DaveManuel.com · Institutional Ownership · Who Owns It
BLACKROCK RES & COMMODITIES (BCX)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
138
Reporting holders
$264.2M
Reported value
0.0%
Calls
0.0%
Puts
+3
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $44.7M | 3,951,148 | 0.00% | 35q | +5.2%+$2.2M |
| WELLS FARGO & COMPANY/MN | $44.3M | 3,913,997 | 0.01% | 31q | -1.1%-$482.3K |
| LAZARD ASSET MANAGEMENT LLC | $33.3M | 2,946,944 | 0.05% | 46q | HELD |
| 180 WEALTH ADVISORS, LLC | $12.3M | 1,086,189 | 1.23% | 15q | +0.6%+$69.2K |
| LPL Financial LLC | $10.6M | 940,242 | 0.00% | 31q | +23.6%+$2.0M |
| Invesco Ltd. | $10.3M | 914,314 | 0.00% | 31q | +21.5%+$1.8M |
| ROYAL BANK OF CANADA | $9.1M | 807,450 | 0.00% | 31q | +2.2%+$194.3K |
| RAYMOND JAMES FINANCIAL INC | $9.0M | 791,694 | 0.00% | 7q | HELD |
| AMERIPRISE FINANCIAL INC | $8.3M | 737,411 | 0.00% | 31q | HELD |
| Allspring Global Investments Holdings, LLC | $7.1M | 629,411 | 0.01% | 19q | -4.8%-$357.8K |
| BANK OF AMERICA CORP /DE/ | $6.4M | 565,721 | 0.00% | 31q | +9.3%+$542.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.1M | 450,875 | 0.01% | 31q | -2.0%-$104.0K |
| STIFEL FINANCIAL CORP | $3.7M | 328,470 | 0.00% | 27q | +6.1%+$214.2K |
| Intellectus Partners, LLC | $3.5M | 306,015 | 0.60% | 21q | -5.3%-$194.8K |
| OPPENHEIMER & CO INC | $3.1M | 277,792 | 0.03% | 18q | -2.4%-$75.7K |
| OSAIC HOLDINGS, INC. | $2.8M | 244,564 | 0.00% | 26q | +14.6%+$352.5K |
| Thomas J. Herzfeld Advisors, Inc. | $2.7M | 238,622 | 0.83% | 2q | +10.1%+$247.3K |
| TRANSCEND CAPITAL ADVISORS, LLC | $2.4M | 210,078 | 0.16% | 3q | +522.0%+$2.0M |
| Canal Insurance CO | $2.3M | 204,174 | 0.51% | 31q | HELD |
| Steward Partners Investment Advisory, LLC | $2.2M | 193,969 | 0.01% | 31q | -15.4%-$400.2K |
| UBS Group AG | $2.1M | 181,888 | 0.00% | 31q | -13.2%-$312.5K |
| Advisors Asset Management, Inc. | $1.5M | 135,384 | 0.02% | new | NEW |
| GUGGENHEIM CAPITAL LLC | $1.5M | 131,352 | 0.01% | 18q | +16.1%+$206.1K |
| Creative Planning | $1.4M | 125,929 | 0.00% | 12q | -2.5%-$36.1K |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $1.3M | 114,219 | 0.08% | 16q | +183.7%+$836.4K |
| INGALLS & SNYDER LLC | $1.2M | 105,850 | 0.03% | 21q | HELD |
| TTP Investments, Inc. | $1.2M | 104,174 | 0.48% | 2q | -78.6%-$4.3M |
| 44 WEALTH MANAGEMENT LLC | $1.1M | 101,653 | 0.38% | 19q | -15.5%-$211.3K |
| Z3 Capital Partners, LLC | $1.1M | 93,781 | 0.22% | 3q | -1.9%-$20.4K |
| Basecamp Wealth Advisors LLC | $981.3K | 86,764 | 0.18% | 2q | HELD |
| Cetera Investment Advisers | $963.3K | 85,173 | 0.00% | 10q | +1.5%+$14.0K |
| Cambridge Investment Research Advisors, Inc. | $960.0K | 84,968 | 0.00% | 30q | +77.2%+$418.4K |
| Farther Finance Advisors, LLC | $936.7K | 82,824 | 0.01% | 6q | +1.9%+$17.1K |
| Private Advisor Group, LLC | $843.6K | 74,593 | 0.00% | 31q | +21.7%+$150.7K |
| Stolper Co | $824.0K | 72,889 | 0.21% | 15q | +288.0%+$611.6K |
| RB Capital Management, LLC | $802.3K | 70,937 | 0.16% | 31q | +5.0%+$38.5K |
| AlphaCore Capital LLC | $777.6K | 68,756 | 0.01% | 6q | +0.9%+$6.7K |
| NewEdge Advisors, LLC | $734.0K | 64,896 | 0.00% | 11q | +1.6%+$11.4K |
| Mariner, LLC | $729.6K | 64,511 | 0.00% | 16q | +1.7%+$12.2K |
| FIRST TRUST ADVISORS LP | $727.1K | 64,292 | 0.00% | 18q | +5.2%+$36.2K |
| Pasadena Private Wealth, LLC | $664.7K | 58,772 | 0.08% | 5q | +25.7%+$136.1K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $653.8K | 57,811 | 0.03% | 18q | -0.7%-$4.9K |
| Calamos Advisors LLC | $609.1K | 53,857 | 0.00% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $595.4K | 52,878 | 0.04% | 15q | HELD |
| MONECO ADVISORS, LLC | $567.0K | 50,129 | 0.03% | 31q | +1.2%+$6.7K |
| Abel Hall, LLC | $542.9K | 48,000 | 0.09% | 11q | HELD |
| Waverly Advisors, LLC | $529.4K | 46,809 | 0.00% | 7q | -3.4%-$18.6K |
| Triumph Capital Management | $520.8K | 46,049 | 0.09% | 9q | +2.8%+$14.0K |
| EVOLVE PRIVATE WEALTH, LLC | $520.0K | 45,975 | 0.03% | 3q | -40.3%-$351.5K |
| Kestra Advisory Services, LLC | $516.3K | 45,649 | 0.00% | 5q | -68.2%-$1.1M |
| Samalin Investment Counsel, LLC | $487.4K | 43,097 | 0.15% | 14q | -24.5%-$157.9K |
| Cypress Capital Management LLC (WY) | $455.5K | 40,275 | 0.38% | new | NEW |
| J.W. COLE ADVISORS, INC. | $450.8K | 39,858 | 0.01% | new | NEW |
| &PARTNERS | $446.9K | 39,512 | 0.00% | 4q | +24.5%+$88.0K |
| XTX Topco Ltd | $429.0K | 37,927 | 0.01% | 2q | -3.4%-$15.3K |
| FIDUCIARY FINANCIAL GROUP, LLC | $414.9K | 36,687 | 0.05% | 9q | +3.2%+$13.0K |
| Janney Montgomery Scott LLC | $406.0K | 35,901 | 0.00% | 31q | +18.9%+$64.5K |
| PRINCIPAL SECURITIES, INC. | $387.4K | 34,250 | 0.00% | 2q | +26.9%+$82.0K |
| INDEPENDENT FINANCIAL GROUP, LLC | $374.7K | 33,128 | 0.01% | 13q | -5.3%-$20.9K |
| HighTower Advisors, LLC | $373.8K | 33,047 | 0.00% | 8q | HELD |
| Huntleigh Advisors, Inc. | $348.7K | 30,835 | 0.05% | 6q | -6.0%-$22.2K |
| Investment Partners Asset Management, Inc. | $338.5K | 29,933 | 0.19% | 11q | +0.7%+$2.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $322.1K | 28,300 | 0.00% | 4q | +38.4%+$89.4K |
| MGO ONE SEVEN LLC | $315.3K | 27,876 | 0.01% | new | NEW |
| DECISION INVESTMENTS, INC | $293.2K | 25,926 | 0.27% | 3q | -0.8%-$2.3K |
| JANE STREET GROUP, LLC | $293.1K | 25,918 | 0.00% | 5q | +15.9%+$40.2K |
| Closed-End Fund Advisors, Inc. | $280.0K | 24,759 | 0.27% | 3q | -4.0%-$11.8K |
| AQR CAPITAL MANAGEMENT LLC | $276.0K | 24,400 | 0.00% | 2q | +63.8%+$107.4K |
| CoreCap Advisors, LLC | $271.7K | 24,019 | 0.01% | 4q | HELD |
| FIFTH THIRD BANCORP | $268.6K | 23,748 | 0.00% | 31q | HELD |
| STEPHENS INC /AR/ | $254.7K | 22,517 | 0.00% | 31q | +21.6%+$45.3K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $246.8K | 21,819 | 0.01% | 6q | +0.6%+$1.6K |
| CHOREO, LLC | $240.4K | 21,259 | 0.00% | 9q | -2.2%-$5.3K |
| Global Retirement Partners, LLC | $238.4K | 21,076 | 0.00% | 16q | +5.8%+$13.2K |
| CITIZENS FINANCIAL GROUP INC/RI | $237.4K | 20,989 | 0.00% | 4q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $226.3K | 20,012 | 0.00% | 6q | -40.3%-$152.6K |
| Leisure Capital Management | $226.2K | 20,000 | 0.07% | 16q | HELD |
| CITADEL ADVISORS LLC | $219.0K | 19,366 | 0.00% | new | NEW |
| PARK AVENUE SECURITIES LLC | $218.0K | 19,319 | 0.00% | 2q | +17.3%+$32.2K |
| M&T Bank Corp | $203.6K | 18,000 | 0.00% | 2q | HELD |
| Alessandra Capital Management, LLC | $194.5K | 17,200 | 0.14% | 3q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $184.6K | 16,324 | 0.00% | new | NEW |
| GWN SECURITIES INC. | $182.9K | 16,169 | 0.03% | 5q | HELD |
| Orcam Financial Group | $171.9K | 15,196 | 0.08% | new | NEW |
| Creekside Partners | $171.3K | 15,146 | 0.06% | 9q | +1.8%+$3.0K |
| EverSource Wealth Advisors, LLC | $166.1K | 14,688 | 0.01% | 16q | HELD |
| Merit Financial Group, LLC | $163.0K | 14,410 | 0.00% | 4q | -7.3%-$12.9K |
| SEI INVESTMENTS CO | $162.6K | 14,372 | 0.00% | new | NEW |
| San Luis Wealth Advisors LLC | $161.7K | 14,293 | 0.02% | 21q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $159.7K | 14,122 | 0.00% | 24q | HELD |
| MAGNOLIA CAPITAL ADVISORS LLC | $159.1K | 14,070 | 0.03% | new | NEW |
| Stockman Wealth Management, Inc. | $153.8K | 13,595 | 0.02% | 31q | HELD |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $149.7K | 13,238 | 0.02% | 2q | -3.6%-$5.7K |
| READYSTATE ASSET MANAGEMENT LP | $135.3K | 11,963 | 0.00% | new | NEW |
| Live Oak Private Wealth LLC | $132.4K | 11,709 | 0.02% | 25q | HELD |
| UHLMANN PRICE SECURITIES, LLC | $131.8K | 11,652 | 0.00% | new | NEW |
| Post Resch Tallon Group Inc. | $127.5K | 11,275 | 0.09% | 7q | HELD |
| Virtu Financial LLC | $124.0K | 10,930 | 0.00% | new | NEW |
| Stratos Wealth Partners, LTD. | $121.8K | 10,765 | 0.00% | 31q | -18.8%-$28.2K |
| Moors & Cabot, Inc. | $115.4K | 10,205 | 0.00% | 26q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-29 | 13G/A | Wells Fargo & Company | 5.2% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 42 | $14.1M | 1,161,251 | 9 | 6 | 11 | 0.0% |
| Q2 2026 | 138 | $264.2M | 23,362,538 | 19 | 50 | 29 | 0.0% |
| Q1 2026 | 135 | $276.2M | 22,885,234 | 23 | 42 | 35 | 0.0% |
| Q4 2025 | 126 | $254.8M | 23,201,153 | 13 | 47 | 26 | 0.0% |
| Q3 2025 | 122 | $237.4M | 23,345,694 | 18 | 47 | 25 | 0.0% |
| Q2 2025 | 111 | $230.9M | 24,435,999 | 11 | 41 | 38 | 0.0% |
| Q1 2025 | 117 | $237.2M | 25,422,644 | 14 | 31 | 41 | 0.0% |
| Q4 2024 | 123 | $240.2M | 28,109,550 | 15 | 32 | 39 | 0.0% |
| Q3 2024 | 118 | $284.8M | 29,669,227 | 14 | 35 | 43 | 0.0% |
| Q2 2024 | 122 | $274.6M | 29,872,423 | 10 | 39 | 38 | 0.0% |
| Q1 2024 | 123 | $315.7M | 34,767,251 | 14 | 44 | 35 | 0.0% |
| Q4 2023 | 128 | $279.3M | 31,455,328 | 14 | 45 | 35 | 0.0% |
| Q3 2023 | 126 | $264.5M | 28,717,638 | 18 | 37 | 35 | 0.0% |
| Q2 2023 | 117 | $255.5M | 28,141,222 | 9 | 41 | 37 | 0.0% |
| Q1 2023 | 126 | $263.8M | 27,642,725 | 12 | 34 | 41 | 0.0% |
| Q4 2022 | 127 | $288.6M | 28,962,439 | 20 | 36 | 33 | 0.0% |
| Q3 2022 | 117 | $302.9M | 34,857,484 | 20 | 30 | 29 | 0.0% |
| Q2 2022 | 116 | $289.7M | 32,251,180 | 18 | 29 | 31 | 0.0% |
| Q1 2022 | 114 | $519.0M | 47,011,873 | 21 | 36 | 27 | 0.0% |
| Q4 2021 | 115 | $320.0M | 34,197,020 | 17 | 38 | 21 | 0.0% |
| Q3 2021 | 106 | $312.3M | 34,955,393 | 14 | 37 | 25 | 0.0% |
| Q2 2021 | 105 | $324.6M | 34,441,985 | 19 | 28 | 30 | 0.0% |
| Q1 2021 | 100 | $336.5M | 37,942,397 | 24 | 20 | 35 | 0.0% |
| Q4 2020 | 104 | $312.5M | 42,139,742 | 12 | 28 | 31 | 0.0% |
| Q3 2020 | 100 | $378.4M | 63,502,530 | 12 | 26 | 30 | 0.0% |
| Q2 2020 | 106 | $250.7M | 40,904,901 | 9 | 24 | 35 | 0.0% |
| Q1 2020 | 116 | $225.1M | 44,625,732 | 21 | 35 | 36 | 0.0% |
| Q4 2019 | 107 | $350.1M | 43,381,678 | 13 | 33 | 31 | 0.0% |
| Q3 2019 | 97 | $315.2M | 42,137,109 | 7 | 35 | 21 | 0.0% |
| Q2 2019 | 105 | $355.2M | 43,425,941 | 10 | 36 | 32 | 0.0% |
| Q1 2019 | 109 | $362.9M | 44,548,947 | 10 | 30 | 43 | 0.0% |
| Q4 2018 | 114 | $320.5M | 45,404,905 | 2 | 2 | 6 | 0.0% |