DaveManuel.com · Institutional Ownership · Who Owns It
BLACKROCK ENHANCED GLOBAL (BOE)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
117
Reporting holders
$246.6M
Reported value
0.0%
Calls
0.0%
Puts
-7
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 | $101.7M | 8,410,855 | 0.01% | 35q | +5.1%+$4.9M |
| Advisors Asset Management, Inc. | $15.7M | 1,301,417 | 0.24% | 34q | +12.1%+$1.7M |
| GUGGENHEIM CAPITAL LLC | $15.4M | 1,274,063 | 0.10% | 31q | +12.5%+$1.7M |
| Karpus Management, Inc. | $14.6M | 1,206,786 | 0.42% | 31q | HELD |
| LAZARD ASSET MANAGEMENT LLC | $10.7M | 886,755 | 0.02% | 11q | HELD |
| Invesco Ltd. | $9.8M | 811,529 | 0.00% | 31q | +3.6%+$343.1K |
| RAYMOND JAMES FINANCIAL INC | $8.2M | 674,791 | 0.00% | 7q | +4.5%+$349.2K |
| WELLS FARGO & COMPANY/MN | $7.7M | 638,049 | 0.00% | 31q | -14.4%-$1.3M |
| LPL Financial LLC | $6.3M | 521,982 | 0.00% | 31q | +6.6%+$393.2K |
| Allspring Global Investments Holdings, LLC | $5.6M | 459,281 | 0.01% | 18q | +14.0%+$682.8K |
| Cambridge Investment Research Advisors, Inc. | $3.3M | 275,584 | 0.00% | 31q | +295.4%+$2.5M |
| ROYAL BANK OF CANADA | $3.2M | 261,365 | 0.00% | 31q | -0.7%-$21.8K |
| BANK OF AMERICA CORP /DE/ | $2.4M | 198,180 | 0.00% | 31q | -6.8%-$176.0K |
| Thrivent Financial for Lutherans | $2.1M | 175,264 | 0.00% | 27q | HELD |
| OSAIC HOLDINGS, INC. | $2.0M | 163,163 | 0.00% | 26q | +26.4%+$412.1K |
| Shaker Financial Services, LLC | $1.9M | 157,824 | 0.60% | 11q | -27.8%-$735.5K |
| ENVESTNET ASSET MANAGEMENT INC | $1.9M | 154,756 | 0.00% | 31q | -17.4%-$393.1K |
| D.A. DAVIDSON & CO. | $1.8M | 148,917 | 0.01% | 16q | +0.6%+$10.9K |
| UBS Group AG | $1.7M | 138,378 | 0.00% | 31q | +3.7%+$59.5K |
| &PARTNERS | $1.7M | 137,577 | 0.01% | 8q | +20.0%+$276.8K |
| PARK AVENUE SECURITIES LLC | $1.6M | 135,816 | 0.01% | 5q | +1.9%+$30.9K |
| EVOLVE PRIVATE WEALTH, LLC | $1.2M | 97,592 | 0.07% | 3q | -4.6%-$56.5K |
| Janney Montgomery Scott LLC | $1.2M | 96,852 | 0.00% | 4q | +537.0%+$987.2K |
| Centurion Wealth Management LLC | $1.0M | 86,561 | 0.25% | 14q | HELD |
| SAX WEALTH ADVISORS, LLC | $934.6K | 85,274 | 0.04% | 3q | HELD |
| Arkadios Wealth Advisors | $908.3K | 75,128 | 0.01% | 23q | HELD |
| AlphaCore Capital LLC | $869.4K | 71,915 | 0.02% | 6q | +1.2%+$10.5K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $851.8K | 70,456 | 0.11% | 15q | +9.1%+$71.2K |
| IHT Wealth Management, LLC | $840.8K | 69,541 | 0.02% | 24q | +2.9%+$24.0K |
| Stolper Co | $808.0K | 66,870 | 0.21% | 26q | -5.8%-$49.4K |
| FIFTH THIRD BANCORP | $802.5K | 66,375 | 0.00% | 2q | +7.0%+$52.5K |
| AMERIPRISE FINANCIAL INC | $800.4K | 66,201 | 0.00% | 31q | -3.0%-$25.0K |
| LANARK FINANCIAL, INC. | $758.7K | 62,756 | 0.05% | 12q | +7.7%+$54.0K |
| Cetera Investment Advisers | $725.9K | 60,045 | 0.00% | 15q | -37.6%-$437.7K |
| Rockefeller Capital Management L.P. | $633.6K | 52,403 | 0.00% | 8q | HELD |
| one8zero8, LLC | $604.5K | 50,000 | 0.12% | 7q | HELD |
| Kestra Advisory Services, LLC | $603.0K | 49,876 | 0.00% | 9q | +26.6%+$126.6K |
| Closed-End Fund Advisors, Inc. | $564.5K | 46,691 | 0.55% | 3q | -5.0%-$29.9K |
| Avory & Company, LLC | $558.5K | 46,196 | 0.70% | 11q | HELD |
| Dakota Wealth Management | $506.5K | 41,891 | 0.01% | 31q | -6.5%-$35.5K |
| STIFEL FINANCIAL CORP | $493.3K | 40,802 | 0.00% | 31q | +4.2%+$20.1K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $458.3K | 37,905 | 0.02% | 31q | -3.9%-$18.4K |
| Ameritas Advisory Services, LLC | $428.0K | 35,404 | 0.01% | 10q | +18.5%+$66.8K |
| Abel Hall, LLC | $399.0K | 33,000 | 0.07% | 5q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $395.9K | 32,745 | 0.00% | 31q | -10.3%-$45.3K |
| Blue Trust, Inc. | $389.2K | 32,190 | 0.00% | 3q | HELD |
| NWF Advisory Services Inc. | $382.8K | 31,660 | 0.04% | 6q | +1.0%+$3.6K |
| UHLMANN PRICE SECURITIES, LLC | $379.6K | 31,396 | 0.01% | 8q | +14.8%+$48.8K |
| Steward Partners Investment Advisory, LLC | $361.6K | 29,912 | 0.00% | 31q | +1.8%+$6.5K |
| CHOREO, LLC | $351.2K | 29,045 | 0.00% | 9q | -6.2%-$23.2K |
| Merit Financial Group, LLC | $334.0K | 27,626 | 0.00% | 6q | +3.5%+$11.3K |
| CENTRAL TRUST Co | $326.4K | 27,000 | 0.01% | 2q | HELD |
| Equitable Holdings, Inc. | $323.5K | 26,754 | 0.00% | 7q | HELD |
| XTX Topco Ltd | $316.4K | 26,171 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $303.6K | 25,109 | 0.00% | 2q | +29.0%+$68.3K |
| Mariner, LLC | $302.7K | 25,038 | 0.00% | 16q | +26.2%+$62.9K |
| Waverly Advisors, LLC | $265.0K | 21,917 | 0.00% | 7q | -3.3%-$9.1K |
| INTEGRATED CAPITAL MANAGEMENT, INC. | $248.7K | 20,574 | 0.17% | 24q | -17.4%-$52.4K |
| NewEdge Advisors, LLC | $233.4K | 19,304 | 0.00% | 19q | -9.8%-$25.5K |
| ACCREDITED INVESTOR SERVICES, LLC | $226.7K | 18,752 | 0.13% | 6q | HELD |
| LEVEL FOUR ADVISORY SERVICES, LLC | $222.8K | 18,439 | 0.01% | 3q | +74.2%+$94.9K |
| Kovack Advisors, Inc. | $220.2K | 18,225 | 0.01% | 3q | HELD |
| PNC Financial Services Group, Inc. | $215.3K | 17,808 | 0.00% | 31q | HELD |
| ASHTON THOMAS SECURITIES, LLC | $214.6K | 17,750 | 0.03% | 9q | HELD |
| Snowden Capital Advisors LLC | $213.8K | 17,686 | 0.01% | 3q | +1.0%+$2.0K |
| Todd Wealth Management, LLC | $185.2K | 15,317 | 0.14% | 3q | HELD |
| READYSTATE ASSET MANAGEMENT LP | $183.9K | 15,209 | 0.01% | new | NEW |
| Integrated Wealth Concepts LLC | $182.4K | 15,084 | 0.00% | 17q | HELD |
| Moors & Cabot, Inc. | $181.1K | 14,982 | 0.01% | 4q | +0.8%+$1.4K |
| Founders Financial Alliance, LLC | $172.0K | 14,229 | 0.02% | 4q | HELD |
| PMG Family Office LLC | $170.0K | 14,062 | 0.16% | 4q | +2.0%+$3.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $167.3K | 13,623 | 0.00% | 6q | -0.8%-$1.4K |
| HOLLENCREST CAPITAL MANAGEMENT | $164.0K | 13,569 | 0.01% | 15q | HELD |
| DECISION INVESTMENTS, INC | $161.4K | 13,350 | 0.15% | 3q | HELD |
| OPPENHEIMER & CO INC | $158.4K | 13,102 | 0.00% | 2q | HELD |
| Illumine Investment Management, LLC | $156.9K | none filed | 0.10% | 7q | -100.0% |
| Signal Advisors Wealth, LLC | $153.0K | 12,656 | 0.01% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $151.5K | 12,530 | 0.00% | new | NEW |
| Ballast Rock Private Wealth LLC | $149.3K | 12,346 | 0.07% | 3q | HELD |
| AXXCESS WEALTH MANAGEMENT, LLC | $146.1K | 12,088 | 0.00% | new | NEW |
| WEDBUSH SECURITIES INC | $140.0K | 11,598 | 0.00% | 18q | -9.0%-$13.8K |
| MML INVESTORS SERVICES, LLC | $138.6K | 11,467 | 0.00% | 3q | +8.3%+$10.6K |
| COMMERCE BANK | $137.0K | 11,329 | 0.00% | 22q | HELD |
| SPIREPOINT PRIVATE CLIENT, LLC | $134.9K | 11,156 | 0.01% | 10q | HELD |
| Kingsview Wealth Management, LLC | $121.7K | 10,065 | 0.00% | 4q | HELD |
| Modern Wealth Management, LLC | $121.3K | 10,029 | 0.00% | 7q | HELD |
| Pacific Wealth Strategies Group, Inc. | $120.9K | 10,000 | 0.07% | 39q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $103.1K | 8,529 | 0.01% | 3q | +2.0%+$2.0K |
| VSM Wealth Advisory, LLC | $101.9K | 8,431 | 0.03% | 7q | HELD |
| Jackson, Grant Investment Advisers, Inc. | $89.0K | 7,365 | 0.03% | 4q | HELD |
| HARBOUR INVESTMENTS, INC. | $61.3K | 5,067 | 0.00% | 12q | HELD |
| IFP Advisors, Inc | $55.9K | 4,622 | 0.00% | 18q | HELD |
| US BANCORP \DE\ | $53.3K | 4,407 | 0.00% | 30q | HELD |
| WPG Advisers, LLC | $45.5K | 3,766 | 0.03% | 7q | +1.8% |
| Allied Private Wealth LLC | $40.9K | 3,368 | 0.03% | new | FIRST |
| CoreCap Advisors, LLC | $37.2K | 3,075 | 0.00% | 8q | HELD |
| Colonial Trust Co / SC | $26.0K | 2,168 | 0.00% | 2q | HELD |
| Allworth Financial LP | $24.0K | 1,983 | 0.00% | 5q | HELD |
| Crews Bank & Trust | $21.3K | 1,760 | 0.00% | 6q | HELD |
| Pinnacle Bancorp, Inc. | $18.1K | 1,500 | 0.00% | 5q | HELD |
Showing the largest 100 of 117 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 | 38 | $14.4M | 1,222,143 | 3 | 9 | 8 | 0.0% |
| Q2 2026 | 117 | $246.6M | 20,391,593 | 9 | 38 | 22 | 0.0% |
| Q1 2026 | 124 | $224.4M | 20,462,133 | 17 | 44 | 22 | 0.0% |
| Q4 2025 | 116 | $254.4M | 21,724,997 | 13 | 42 | 27 | 0.0% |
| Q3 2025 | 103 | $256.5M | 22,166,586 | 11 | 28 | 30 | 0.0% |
| Q2 2025 | 104 | $259.5M | 22,866,075 | 14 | 26 | 41 | 0.0% |
| Q1 2025 | 102 | $258.1M | 23,770,520 | 13 | 32 | 35 | 0.0% |
| Q4 2024 | 103 | $264.5M | 24,559,034 | 10 | 23 | 41 | 0.0% |
| Q3 2024 | 98 | $289.5M | 25,231,783 | 8 | 19 | 44 | 0.0% |
| Q2 2024 | 99 | $273.1M | 25,744,619 | 9 | 25 | 32 | 0.0% |
| Q1 2024 | 100 | $415.1M | 39,609,616 | 9 | 38 | 27 | 0.0% |
| Q4 2023 | 108 | $301.1M | 30,350,053 | 14 | 32 | 30 | 0.0% |
| Q3 2023 | 107 | $215.6M | 22,862,645 | 16 | 27 | 29 | 0.0% |
| Q2 2023 | 96 | $227.5M | 22,594,023 | 7 | 25 | 28 | 0.0% |
| Q1 2023 | 101 | $224.4M | 22,589,616 | 12 | 26 | 35 | 0.0% |
| Q4 2022 | 102 | $225.4M | 23,576,707 | 15 | 33 | 30 | 0.0% |
| Q3 2022 | 95 | $230.4M | 26,147,330 | 11 | 30 | 24 | 0.0% |
| Q2 2022 | 98 | $267.1M | 26,266,738 | 14 | 35 | 26 | 0.0% |
| Q1 2022 | 98 | $679.5M | 60,081,791 | 17 | 31 | 23 | 0.0% |
| Q4 2021 | 94 | $710.7M | 58,334,068 | 14 | 28 | 19 | 0.0% |
| Q3 2021 | 85 | $663.4M | 56,634,469 | 7 | 29 | 25 | 0.0% |
| Q2 2021 | 87 | $306.6M | 24,419,433 | 5 | 21 | 31 | 0.0% |
| Q1 2021 | 90 | $291.8M | 25,395,280 | 10 | 27 | 25 | 0.0% |
| Q4 2020 | 97 | $251.4M | 23,041,494 | 11 | 22 | 28 | 0.0% |
| Q3 2020 | 89 | $1.1B | 118,895,165 | 12 | 18 | 28 | 0.0% |
| Q2 2020 | 83 | $213.4M | 22,653,814 | 7 | 21 | 26 | 0.0% |
| Q1 2020 | 89 | $191.9M | 23,140,205 | 8 | 29 | 21 | 0.0% |
| Q4 2019 | 93 | $246.3M | 22,411,708 | 10 | 30 | 18 | 0.0% |
| Q3 2019 | 94 | $234.2M | 22,451,845 | 11 | 28 | 23 | 0.0% |
| Q2 2019 | 95 | $243.0M | 22,649,226 | 7 | 28 | 23 | 0.0% |
| Q1 2019 | 101 | $245.6M | 22,958,911 | 6 | 30 | 35 | 0.0% |
| Q4 2018 | 106 | $214.7M | 22,917,214 | 1 | 1 | 4 | 0.0% |