DaveManuel.com · Institutional Ownership · Who Owns It
BLACKROCK ETF TRUST (BIDD)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
89
Reporting holders
$225.4M
Reported value
0.0%
Calls
0.0%
Puts
+1
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $28.6M | 953,214 | 0.00% | 7q | +1.9%+$524.1K |
| MORGAN STANLEY | $28.0M | 931,538 | 0.00% | 7q | +1.7%+$463.6K |
| Vertex Planning Partners, LLC | $18.8M | 626,308 | 2.79% | 7q | +17.1%+$2.7M |
| MML INVESTORS SERVICES, LLC | $16.1M | 535,434 | 0.03% | 7q | +14.7%+$2.1M |
| LPL Financial LLC | $15.2M | 507,757 | 0.00% | 7q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $13.2M | 440,916 | 0.00% | 7q | +0.9%+$118.0K |
| RAYMOND JAMES FINANCIAL INC | $10.7M | 356,302 | 0.00% | 7q | -3.8%-$417.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.1M | 302,803 | 0.01% | 7q | -5.2%-$495.0K |
| OSAIC HOLDINGS, INC. | $8.2M | 273,399 | 0.01% | 7q | +68.4%+$3.3M |
| JPMORGAN CHASE & CO | $7.2M | 242,710 | 0.00% | 7q | -30.0%-$3.1M |
| CFS Investment Advisory Services, LLC | $6.2M | 207,490 | 0.41% | 7q | -19.0%-$1.4M |
| UBS Group AG | $5.6M | 185,317 | 0.00% | 7q | -5.8%-$342.5K |
| TRUIST FINANCIAL CORP | $4.7M | 157,269 | 0.01% | 7q | -3.2%-$156.4K |
| AMERIPRISE FINANCIAL INC | $4.2M | 138,684 | 0.00% | 7q | -2.9%-$124.3K |
| Kestra Advisory Services, LLC | $3.9M | 130,176 | 0.01% | 7q | +0.9%+$36.4K |
| Cerity Partners LLC | $3.5M | 117,955 | 0.00% | 3q | -25.6%-$1.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.4M | 114,338 | 0.00% | 7q | -59.3%-$5.0M |
| Keystone Financial Group | $3.4M | 112,128 | 0.20% | 7q | -60.7%-$5.2M |
| Cetera Investment Advisers | $3.2M | 107,490 | 0.00% | 7q | +4.9%+$149.8K |
| JONES FINANCIAL COMPANIES LLLP | $2.8M | 93,742 | 0.00% | 7q | -15.9%-$526.3K |
| CITADEL ADVISORS LLC | $2.7M | 89,661 | 0.00% | 6q | +252.0%+$1.9M |
| BEACON FINANCIAL GROUP | $2.2M | 72,614 | 0.20% | 7q | -6.1%-$141.1K |
| FORTRESS FINANCIAL GROUP, LLC | $2.1M | 71,405 | 1.07% | 7q | -11.9%-$289.7K |
| EHRLICH FINANCIAL GROUP | $1.8M | 61,005 | 0.94% | 6q | -19.0%-$430.0K |
| Ameritas Advisory Services, LLC | $1.7M | 56,398 | 0.03% | 4q | +13.3%+$198.4K |
| Midwest Capital Advisors, LLC | $1.4M | 47,494 | 0.58% | 6q | -3.9%-$57.8K |
| NVWM, LLC | $1.3M | 43,263 | 0.26% | 2q | -3.6%-$48.7K |
| Rockefeller Capital Management L.P. | $1.1M | 35,606 | 0.00% | 7q | HELD |
| MUIRFIELD WEALTH ADVISORS LLC | $1.0M | 33,753 | 0.66% | 7q | +4.4%+$42.4K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $862.6K | 28,733 | 0.01% | 5q | +18.0%+$131.8K |
| Dynasty Wealth Management, LLC | $848.3K | 28,259 | 0.01% | 2q | +25.1%+$170.0K |
| Cambridge Investment Research Advisors, Inc. | $646.0K | 21,496 | 0.00% | 7q | +83.1%+$293.1K |
| STIFEL FINANCIAL CORP | $632.2K | 21,058 | 0.00% | 7q | HELD |
| TSFG, LLC | $631.0K | 21,017 | 0.08% | 7q | +13.8%+$76.5K |
| FIFTH THIRD BANCORP | $611.4K | 20,368 | 0.00% | 2q | -5.0%-$32.4K |
| Cornerstone Wealth Management, LLC | $592.5K | 19,736 | 0.03% | 7q | +1.6%+$9.1K |
| J.W. COLE ADVISORS, INC. | $570.4K | 18,999 | 0.01% | new | NEW |
| Ethos Financial Group, LLC | $549.3K | 18,935 | 0.04% | 5q | -19.5%-$133.3K |
| OpenArc Corporate Advisory, LLC | $534.2K | 17,794 | 0.01% | 3q | +37.0%+$144.2K |
| ROYAL BANK OF CANADA | $495.0K | 16,473 | 0.00% | 7q | +200.9%+$330.5K |
| Waverly Advisors, LLC | $477.3K | 15,901 | 0.00% | 3q | HELD |
| Diversify Advisory Services, LLC | $457.3K | 15,507 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $457.3K | 15,507 | 0.01% | 3q | -59.9%-$684.5K |
| IFP Advisors, Inc | $372.5K | 12,409 | 0.01% | 7q | +13.8%+$45.3K |
| SAGESPRING WEALTH PARTNERS, LLC | $356.3K | 11,867 | 0.01% | 2q | +0.7%+$2.4K |
| NATIXIS ADVISORS, LLC | $310.0K | 10,351 | 0.00% | new | NEW |
| Smartleaf Asset Management LLC | $292.9K | 9,831 | 0.01% | 4q | HELD |
| Clarity Asset Management, Inc. | $292.4K | 9,741 | 0.14% | 7q | +6.0%+$16.5K |
| Cornerstone Planning Group LLC | $269.2K | 9,050 | 0.03% | 3q | +4.6%+$11.9K |
| GOLDMAN SACHS GROUP INC | $265.9K | 8,856 | 0.00% | new | NEW |
| HighPoint Advisor Group LLC | $264.1K | 8,799 | 0.01% | 3q | -12.8%-$38.7K |
| MERCER GLOBAL ADVISORS INC /ADV | $261.8K | 8,722 | 0.00% | 7q | HELD |
| FLOW TRADERS U.S. LLC | $256.0K | 8,514 | 0.01% | 7q | -93.5%-$3.7M |
| WELLS FARGO & COMPANY/MN | $245.4K | 8,175 | 0.00% | 7q | +280.4%+$180.9K |
| FIRST TRUST ADVISORS LP | $243.3K | 8,103 | 0.00% | new | NEW |
| SK Wealth Management, LLC | $231.9K | 7,567 | 0.05% | 3q | +6.0%+$13.0K |
| HEADINVEST, LLC | $227.9K | 7,592 | 0.04% | 3q | HELD |
| INVESTMENT PARTNERS, LTD. | $226.9K | 7,559 | 0.07% | 2q | +0.9%+$2.1K |
| PRIVATE TRUST CO NA | $209.4K | 6,977 | 0.02% | 7q | +43.8%+$63.8K |
| Vision Retirement, LLC | $162.8K | 5,423 | 0.04% | 3q | -6.7%-$11.7K |
| ASSETMARK, INC | $144.8K | 4,825 | 0.00% | 7q | -7.9%-$12.5K |
| FMR LLC | $144.1K | 4,801 | 0.00% | 7q | +14.8%+$18.6K |
| Global Retirement Partners, LLC | $143.9K | 4,793 | 0.00% | 5q | -2.7%-$4.1K |
| Harborfront Financial Group LLC | $104.5K | 3,482 | 0.39% | new | NEW |
| Spire Wealth Management | $90.1K | 3,000 | 0.00% | 3q | HELD |
| Geneos Wealth Management Inc. | $81.2K | 2,704 | 0.00% | 7q | HELD |
| Institute for Wealth Management, LLC. | $55.6K | 1,852 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $53.3K | 1,776 | 0.00% | 7q | HELD |
| IFG Advisory, LLC | $52.3K | 1,741 | 0.00% | new | NEW |
| Advocate Investing Services LLC | $40.0K | 1,332 | 0.03% | 3q | HELD |
| PNC Financial Services Group, Inc. | $33.0K | 1,100 | 0.00% | 7q | HELD |
| Imprint Wealth LLC | $29.2K | 972 | 0.12% | 4q | HELD |
| Crewe Advisors LLC | $27.3K | 910 | 0.00% | 7q | HELD |
| ROTHSCHILD INVESTMENT LLC | $22.4K | 747 | 0.00% | 7q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $19.7K | 655 | 0.00% | 2q | -8.5%-$1.8K |
| BFC Planning, Inc. | $16.5K | 549 | 0.00% | 7q | +27350.0%+$16.4K |
| Capital Advisors, Ltd. LLC | $15.0K | 498 | 0.00% | 7q | HELD |
| CoreCap Advisors, LLC | $9.5K | 317 | 0.00% | 7q | HELD |
| NewEdge Advisors, LLC | $7.7K | 257 | 0.00% | 7q | -35.9%-$4.3K |
| First Command Advisory Services, Inc. | $7.7K | 257 | 0.00% | new | NEW |
| Founders Financial Alliance, LLC | $7.5K | 251 | 0.00% | 2q | +5.9% |
| Ashton Thomas Private Wealth, LLC | $5.9K | 196 | 0.00% | 2q | HELD |
| PFS Partners, LLC | $5.9K | 195 | 0.00% | 7q | -29.3%-$2.4K |
| AE Wealth Management LLC | $4.9K | 163 | 0.00% | 7q | HELD |
| Golden State Wealth Management, LLC | $4.5K | 150 | 0.00% | 7q | HELD |
| Hughes Financial Services, LLC | $4.4K | 147 | 0.00% | 5q | HELD |
| Aptus Capital Advisors, LLC | $4.3K | 143 | 0.00% | 3q | HELD |
| Godfrey Financial Associates, Inc. | $3.1K | 103 | 0.00% | 3q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $1.3K | 43 | 0.00% | new | FIRST |
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 | 20 | $16.3M | 540,142 | 2 | 7 | 6 | 0.0% |
| Q2 2026 | 89 | $225.4M | 7,513,447 | 9 | 29 | 27 | 0.0% |
| Q1 2026 | 88 | $223.1M | 7,838,040 | 10 | 16 | 34 | 0.0% |
| Q4 2025 | 92 | $263.6M | 9,144,172 | 13 | 16 | 48 | 0.0% |
| Q3 2025 | 107 | $503.2M | 17,981,830 | 17 | 35 | 34 | 0.0% |
| Q2 2025 | 100 | $506.6M | 18,573,726 | 9 | 36 | 39 | 0.0% |
| Q1 2025 | 101 | $503.0M | 19,427,177 | 15 | 39 | 32 | 0.0% |
| Q4 2024 | 94 | $458.1M | 18,570,894 | 89 | 0 | 0 | 0.0% |