DaveManuel.com · Institutional Ownership · Who Owns It
BLACKROCK ETF TRUST (BDVL)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
101
Reporting holders
$2.0B
Reported value
0.0%
Calls
0.0%
Puts
+10
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 |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $892.9M | 34,369,707 | 0.21% | 4q | +5.6%+$47.4M |
| LPL Financial LLC | $357.8M | 13,770,668 | 0.08% | 4q | +12.6%+$39.9M |
| MML INVESTORS SERVICES, LLC | $192.3M | 7,403,309 | 0.39% | 4q | +25.4%+$39.0M |
| WELLS FARGO & COMPANY/MN | $137.2M | 5,281,647 | 0.02% | 4q | +50.8%+$46.2M |
| JPMORGAN CHASE & CO | $89.5M | 3,461,669 | 0.00% | 4q | HELD |
| Cetera Investment Advisers | $76.8M | 2,955,468 | 0.07% | 4q | +9.7%+$6.8M |
| PARK AVENUE SECURITIES LLC | $59.9M | 2,306,714 | 0.37% | 4q | +5.8%+$3.3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $53.5M | 2,058,489 | 0.03% | 4q | +3.0%+$1.6M |
| Envestnet Portfolio Solutions, Inc. | $22.2M | 852,768 | 0.11% | 4q | +8.6%+$1.8M |
| WBH ADVISORY INC | $20.9M | 802,839 | 1.40% | 4q | +3.6%+$731.4K |
| Sequoia Financial Advisors, LLC | $12.9M | 496,841 | 0.06% | 4q | -3.0%-$395.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $12.5M | 479,625 | 0.00% | 2q | +759.8%+$11.0M |
| Waverly Advisors, LLC | $10.1M | 388,782 | 0.06% | 4q | +11.3%+$1.0M |
| NorthRock Partners, LLC | $9.8M | 378,158 | 0.14% | 4q | -7.6%-$806.1K |
| Sanctuary Advisors, LLC | $9.5M | 365,322 | 0.04% | 4q | -0.5%-$51.3K |
| World Investment Advisors | $9.0M | 345,448 | 0.15% | 2q | +4.6%+$393.0K |
| Invst, LLC | $8.8M | 339,287 | 0.86% | 4q | +8.9%+$720.5K |
| Beacon Bridge Wealth Partners, LLC | $5.4M | 207,920 | 1.54% | 4q | -2.0%-$110.8K |
| Cambridge Investment Research Advisors, Inc. | $5.1M | 195,766 | 0.01% | 4q | +51.0%+$1.7M |
| Regal Investment Advisors LLC | $4.4M | 167,905 | 0.23% | 4q | +4.9%+$205.1K |
| Integrated Wealth Concepts LLC | $4.3M | 165,768 | 0.03% | 4q | +1.9%+$78.3K |
| Legacy Wealth Managment, LLC/ID | $3.7M | 140,966 | 1.51% | new | NEW |
| SILVERLAKE WEALTH MANAGEMENT LLC | $3.2M | 123,131 | 0.61% | 4q | -0.6%-$18.7K |
| CITADEL ADVISORS LLC | $2.2M | 83,456 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $2.1M | 82,117 | 0.00% | 4q | -22.8%-$630.1K |
| RDA Financial Network | $2.1M | 79,923 | 0.45% | 4q | +4.3%+$84.7K |
| Orion Porfolio Solutions, LLC | $2.0M | 76,772 | 0.02% | 4q | -6.2%-$131.1K |
| Transamerica Financial Advisors, LLC | $1.9M | 71,645 | 0.16% | 4q | +18.1%+$285.7K |
| Strategic Blueprint, LLC | $1.9M | 71,287 | 0.09% | 4q | +3.9%+$68.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 63,911 | 0.00% | 4q | -13.7%-$263.4K |
| B. Riley Wealth Advisors, Inc. | $1.5M | 57,797 | 0.08% | 4q | +71.4%+$622.7K |
| GeoWealth Management, LLC | $1.4M | 54,136 | 0.04% | 4q | -2.4%-$33.9K |
| Claro Advisors Inc. | $1.4M | 54,112 | 0.15% | 4q | +4.5%+$60.5K |
| Milestone Asset Management Group, LLC | $1.3M | 48,595 | 0.64% | 4q | -1.3%-$16.8K |
| LongView Wealth Management | $1.2M | 47,957 | 0.32% | 4q | +12.8%+$141.9K |
| Two West Capital Advisors LLC | $1.2M | 47,957 | 0.62% | 4q | +7.6%+$87.1K |
| Frisch Financial Group, Inc. | $1.2M | 45,741 | 0.20% | 2q | +52.6%+$409.7K |
| OneAscent Financial Services LLC | $1.1M | 42,925 | 0.05% | 3q | +0.8%+$9.1K |
| WEALTHGARDEN F.S. LLC | $921.5K | 35,468 | 0.52% | 4q | -49.6%-$905.0K |
| Aptus Capital Advisors, LLC | $785.7K | 30,243 | 0.01% | 4q | +1.9%+$14.5K |
| CPWA, LLC | $777.5K | 29,925 | 0.90% | 2q | +0.6%+$4.7K |
| BlackRock, Inc. | $726.9K | 27,979 | 0.00% | 4q | +1.1%+$8.2K |
| Legacy Edge Advisors, LLC | $708.0K | 27,250 | 0.07% | 4q | +3.9%+$26.9K |
| Advisory Services Network, LLC | $706.2K | 27,181 | 0.01% | 4q | +16.9%+$102.1K |
| Vise Technologies, Inc. | $705.5K | 27,157 | 0.01% | new | NEW |
| Fortis Advisors, LLC | $688.9K | 26,518 | 0.32% | 3q | -2.9%-$20.8K |
| MSH Capital Advisors LLC | $683.7K | 26,317 | 0.12% | 4q | +0.8%+$5.5K |
| WCG Wealth Advisors LLC | $634.4K | 24,419 | 0.02% | 4q | -20.7%-$165.8K |
| Private Advisor Group, LLC | $592.3K | 22,798 | 0.00% | 4q | +4.5%+$25.7K |
| Advisors Capital Management, LLC | $585.7K | 22,543 | 0.01% | 2q | +90.6%+$278.4K |
| Advyzon Investment Management, LLC | $578.6K | 22,270 | 0.04% | 3q | +2.1%+$11.7K |
| Merit Financial Group, LLC | $575.3K | 22,143 | 0.00% | 4q | +8.3%+$44.1K |
| Resurgent Financial Advisors LLC | $560.7K | 21,582 | 0.16% | 4q | +8.2%+$42.3K |
| Wealthspire Advisors, LLC | $536.1K | 20,634 | 0.00% | 4q | HELD |
| Vantus Wealth LLC | $523.2K | 20,139 | 0.28% | 2q | +6.6%+$32.4K |
| Aegis Wealth Management, Inc. | $487.4K | 18,759 | 0.31% | 3q | +59.5%+$181.7K |
| StoneX Group Inc. | $486.4K | 18,714 | 0.02% | new | NEW |
| Advisory Solutions Group, LLC | $482.9K | 18,589 | 0.16% | new | FIRST |
| Prospera Financial Services Inc | $477.5K | 18,379 | 0.01% | 2q | +28.6%+$106.3K |
| PRIVATE TRUST CO NA | $463.8K | 17,851 | 0.04% | 3q | +97.8%+$229.3K |
| Atria Investments, Inc | $412.3K | 15,869 | 0.00% | new | NEW |
| Financial Sense Advisors, Inc. | $401.6K | 15,457 | 0.08% | 4q | -6.7%-$29.0K |
| Vertex Planning Partners, LLC | $401.3K | 15,448 | 0.06% | 2q | +2.4%+$9.4K |
| GTS SECURITIES LLC | $348.4K | 13,411 | 0.01% | 3q | -70.2%-$819.0K |
| Ausdal Financial Partners, Inc. | $345.8K | 13,312 | 0.01% | 4q | -1.6%-$5.6K |
| RESOLUTE WEALTH ADVISOR, INC. | $330.2K | 13,394 | 0.19% | 3q | HELD |
| Freedom Investment Management, Inc. | $303.0K | 11,663 | 0.08% | 2q | -0.9%-$2.8K |
| Magnus Financial Group LLC | $299.7K | 11,536 | 0.02% | 4q | -54.4%-$358.0K |
| AMERIPRISE FINANCIAL INC | $274.1K | 10,550 | 0.00% | 4q | -9.2%-$27.7K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $268.4K | 10,332 | 0.01% | 2q | -2.4%-$6.5K |
| FIFTH THIRD BANCORP | $260.7K | 10,036 | 0.00% | new | NEW |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | $259.3K | 9,980 | 0.07% | new | NEW |
| Equitable Holdings, Inc. | $251.4K | 9,676 | 0.00% | 3q | -3.4%-$8.9K |
| Valmark Advisers, Inc. | $234.4K | 9,023 | 0.00% | 4q | +0.9%+$2.0K |
| FIDUCIARY FAMILY OFFICE, LLC | $234.1K | 9,012 | 0.06% | 4q | +4.3%+$9.7K |
| Elevated Financial Group LLC | $225.9K | 8,696 | 0.06% | 3q | -62.7%-$380.1K |
| IFG Advisory, LLC | $223.9K | 8,618 | 0.01% | new | NEW |
| PNC Financial Services Group, Inc. | $220.0K | 8,467 | 0.00% | 4q | +22.5%+$40.4K |
| Elevation Wealth Management LLC | $218.4K | 8,408 | 0.16% | 3q | -3.0%-$6.8K |
| J.W. COLE ADVISORS, INC. | $211.2K | 8,131 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $209.6K | 8,067 | 0.00% | new | NEW |
| UBS Group AG | $184.7K | 7,110 | 0.00% | 2q | +2874.9%+$178.5K |
| Continuum Advisory, LLC | $149.1K | 5,739 | 0.01% | new | NEW |
| Smartleaf Asset Management LLC | $131.9K | 5,101 | 0.00% | 4q | HELD |
| Park Place Capital Corp | $116.5K | 4,483 | 0.02% | 4q | HELD |
| Global Retirement Partners, LLC | $97.8K | 3,764 | 0.00% | 3q | +2101.2%+$93.3K |
| ROYAL BANK OF CANADA | $91.0K | 3,509 | 0.00% | 2q | +4.7%+$4.1K |
| ASSETMARK, INC | $88.7K | 3,414 | 0.00% | 4q | +22.3%+$16.2K |
| Signature Equity Partners, LLC | $81.6K | 3,142 | 0.04% | 3q | +2.0%+$1.6K |
| FMR LLC | $81.5K | 3,136 | 0.00% | 4q | -45.0%-$66.7K |
| Qube Research & Technologies Ltd | $60.0K | 2,309 | 0.00% | new | NEW |
| BANK OF MONTREAL /CAN/ | $52.1K | 2,005 | 0.00% | 3q | HELD |
| Cornerstone Planning Group LLC | $48.5K | 1,870 | 0.01% | 4q | +0.9% |
| MORGAN STANLEY | $41.2K | 1,587 | 0.00% | new | NEW |
| Windsor Advisory Group, LLC | $38.1K | 1,467 | 0.03% | 2q | -87.7%-$270.6K |
| HARBOUR INVESTMENTS, INC. | $27.0K | 1,040 | 0.00% | 2q | +1980.0%+$25.7K |
| Farther Finance Advisors, LLC | $14.2K | 546 | 0.00% | new | NEW |
| AMERIFLEX GROUP, INC. | $13.9K | 535 | 0.01% | 4q | +0.9% |
| Allworth Financial LP | $11.6K | 448 | 0.00% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $8.5K | 328 | 0.00% | new | NEW |
Showing the largest 100 of 101 reported holders.
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 | 18 | $80.4M | 3,079,528 | 2 | 9 | 6 | 0.0% |
| Q2 2026 | 101 | $2.0B | 78,794,222 | 16 | 52 | 26 | 0.0% |
| Q1 2026 | 91 | $1.7B | 70,905,062 | 16 | 21 | 41 | 0.0% |
| Q4 2025 | 80 | $1.7B | 69,765,717 | 11 | 39 | 21 | 0.0% |
| Q3 2025 | 70 | $1.6B | 65,792,347 | 70 | 0 | 0 | 0.0% |
| Q2 2025 | 1 | $330.2K | 13,394 | 0 | 0 | 0 | 0.0% |