DaveManuel.com · Institutional Ownership · Who Owns It
BLACKROCK UTILS INFRASTRUCTU (BUI)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
84
Reporting holders
$159.3M
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 | $23.7M | 818,162 | 0.00% | 35q | +6.6%+$1.5M |
| AMERIPRISE FINANCIAL INC | $21.8M | 752,544 | 0.00% | 31q | +0.5%+$115.4K |
| BANK OF AMERICA CORP /DE/ | $14.9M | 512,280 | 0.00% | 31q | +4.9%+$695.3K |
| RAYMOND JAMES FINANCIAL INC | $13.0M | 446,794 | 0.00% | 7q | +17.5%+$1.9M |
| SIT INVESTMENT ASSOCIATES INC | $8.9M | 305,676 | 0.17% | 2q | +190.8%+$5.8M |
| Invesco Ltd. | $8.3M | 284,741 | 0.00% | 31q | +31.6%+$2.0M |
| WELLS FARGO & COMPANY/MN | $7.4M | 255,676 | 0.00% | 31q | +57.7%+$2.7M |
| Cambridge Investment Research Advisors, Inc. | $6.3M | 218,578 | 0.01% | 31q | +116.0%+$3.4M |
| LPL Financial LLC | $5.0M | 173,052 | 0.00% | 29q | +7.9%+$369.4K |
| Wealthspire Retirement, LLC | $3.7M | 128,821 | 0.20% | 22q | +3.5%+$127.5K |
| Prairie Wealth Advisors, Inc. | $3.1M | none filed | 0.74% | 10q | HELD |
| ROYAL BANK OF CANADA | $2.8M | 97,579 | 0.00% | 31q | -11.5%-$369.6K |
| UBS Group AG | $2.8M | 96,628 | 0.00% | 31q | +9.2%+$236.1K |
| Hennion & Walsh Asset Management, Inc. | $2.7M | 94,120 | 0.08% | 8q | -0.8%-$22.4K |
| OSAIC HOLDINGS, INC. | $2.3M | 79,680 | 0.00% | 26q | -5.6%-$136.3K |
| Cypress Capital Management LLC (WY) | $2.3M | 78,975 | 1.91% | 5q | +22.5%+$420.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.1M | 75,650 | 0.00% | 12q | +39.3%+$603.3K |
| PNC Financial Services Group, Inc. | $1.6M | 54,792 | 0.00% | 21q | +22.8%+$295.6K |
| PURSUIT WEALTH STRATEGIES, LLC | $1.6M | 53,624 | 2.02% | 3q | +2.2%+$34.1K |
| Smith Asset Management Co., LLC | $1.5M | 52,521 | 1.20% | 7q | -1.5%-$23.6K |
| Kestra Advisory Services, LLC | $1.4M | 48,311 | 0.00% | 23q | -3.2%-$46.0K |
| American Institute for Advanced Investment Management, LLP | $1.1M | 38,140 | 0.64% | 3q | +2.9%+$31.2K |
| &PARTNERS | $1.1M | 36,827 | 0.00% | 5q | +5.7%+$57.4K |
| PMG Family Office LLC | $976.8K | 33,671 | 0.90% | 4q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $928.7K | 32,013 | 0.00% | 31q | -2.5%-$23.6K |
| Cetera Investment Advisers | $913.3K | 31,482 | 0.00% | 10q | +34.2%+$232.9K |
| FIRST TRUST ADVISORS LP | $906.1K | 31,235 | 0.00% | new | NEW |
| Everstar Asset Management, LLC | $841.7K | 29,015 | 0.41% | 8q | HELD |
| OpenArc Corporate Advisory, LLC | $812.6K | 28,010 | 0.01% | 3q | HELD |
| Cable Car Capital, LP | $746.0K | 25,716 | 0.02% | 2q | -88.0%-$5.5M |
| B. Riley Wealth Advisors, Inc. | $738.5K | 25,466 | 0.04% | 16q | +22.5%+$135.7K |
| Farther Finance Advisors, LLC | $723.3K | 24,933 | 0.01% | 6q | -13.0%-$108.2K |
| Baird Financial Group, Inc. | $629.7K | 21,705 | 0.00% | 11q | -5.2%-$34.8K |
| KEYBANK NATIONAL ASSOCIATION/OH | $580.1K | 19,998 | 0.00% | 16q | +2.1%+$11.9K |
| JPMORGAN CHASE & CO | $548.1K | 18,901 | 0.00% | 2q | +378.7%+$433.6K |
| INGALLS & SNYDER LLC | $534.0K | 18,400 | 0.01% | 4q | HELD |
| J.W. COLE ADVISORS, INC. | $528.3K | 18,209 | 0.01% | new | NEW |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $460.5K | 15,875 | 0.01% | 9q | +7.7%+$33.0K |
| Z3 Capital Partners, LLC | $451.1K | 15,552 | 0.09% | 3q | HELD |
| Janney Montgomery Scott LLC | $444.0K | 15,320 | 0.00% | 24q | -15.7%-$82.8K |
| NewEdge Advisors, LLC | $400.7K | 13,811 | 0.00% | 18q | +0.9%+$3.5K |
| JANE STREET GROUP, LLC | $398.6K | 13,740 | 0.00% | new | NEW |
| Chancellor Financial Group WB LP | $392.8K | 13,539 | 0.24% | 7q | +7.4%+$27.0K |
| TRUIST FINANCIAL CORP | $385.0K | 13,270 | 0.00% | 4q | +32.7%+$94.9K |
| Rockefeller Capital Management L.P. | $384.3K | 13,247 | 0.00% | 27q | HELD |
| Liberty Capital Management, Inc. | $359.1K | 12,380 | 0.06% | 29q | -5.4%-$20.3K |
| D.A. DAVIDSON & CO. | $352.0K | 12,134 | 0.00% | 17q | -1.1%-$3.8K |
| STIFEL FINANCIAL CORP | $346.7K | 11,953 | 0.00% | 20q | -11.8%-$46.6K |
| Creative Planning | $334.4K | 11,527 | 0.00% | new | NEW |
| LIBERTY SQUARE WEALTH PARTNERS LLC | $328.9K | 11,339 | 0.08% | 7q | +15.2%+$43.5K |
| EP Wealth Advisors, LLC | $313.8K | 10,815 | 0.00% | new | NEW |
| M3 Advisory Group, LLC | $310.4K | 10,699 | 0.16% | 9q | +1.5%+$4.4K |
| XTX Topco Ltd | $298.0K | 10,272 | 0.00% | 2q | -16.7%-$59.9K |
| Private Advisor Group, LLC | $296.4K | 10,218 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $292.5K | 10,084 | 0.00% | new | NEW |
| SeaCrest Wealth Management, LLC | $278.4K | 9,597 | 0.03% | 8q | HELD |
| HighTower Advisors, LLC | $272.7K | 9,400 | 0.00% | 3q | HELD |
| Stronghold Wealth Management L.L.C. | $245.9K | 8,477 | 0.33% | 3q | -2.1%-$5.3K |
| SEI INVESTMENTS CO | $241.9K | 8,339 | 0.00% | new | NEW |
| Arax Advisory Partners | $217.6K | 7,501 | 0.00% | new | NEW |
| Mariner, LLC | $201.2K | 6,934 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $193.6K | 6,675 | 0.00% | 2q | +42.8%+$58.0K |
| MPWM ADVISORY SOLUTIONS, LLC | $164.3K | 5,663 | 0.08% | 3q | +94.7%+$79.9K |
| LANARK FINANCIAL, INC. | $155.9K | 5,373 | 0.01% | 12q | -11.6%-$20.4K |
| HARBOUR INVESTMENTS, INC. | $151.8K | 5,233 | 0.00% | 21q | +32.3%+$37.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $149.8K | 5,162 | 0.00% | 31q | +21.7%+$26.7K |
| US BANCORP \DE\ | $137.8K | 4,750 | 0.00% | 31q | HELD |
| Steward Partners Investment Advisory, LLC | $109.5K | 3,775 | 0.00% | 6q | +24.8%+$21.8K |
| IFG Advisory, LLC | $76.1K | 2,624 | 0.00% | 2q | HELD |
| IFP Advisors, Inc | $46.4K | 1,598 | 0.00% | 3q | +1.4% |
| Nemes Rush Group LLC | $43.5K | 1,500 | 0.00% | new | NEW |
| Parallel Advisors, LLC | $30.0K | 1,032 | 0.00% | new | NEW |
| TRUST CO OF VERMONT | $29.0K | 1,000 | 0.00% | 2q | HELD |
| Kilter Group LLC | $29.0K | 1,000 | 0.01% | 2q | HELD |
| Hilltop National Bank | $23.2K | 800 | 0.00% | 9q | HELD |
| Larson Financial Group LLC | $21.1K | 726 | 0.00% | 2q | +1.5% |
| Winch Advisory Services, LLC | $19.7K | 678 | 0.00% | 15q | +1.5% |
| BFC Planning, Inc. | $16.7K | 577 | 0.00% | 7q | +0.9% |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | $11.6K | 400 | 0.00% | new | NEW |
| JFS WEALTH ADVISORS, LLC | $6.6K | 229 | 0.00% | new | NEW |
| Russell Investments Group, Ltd. | $6.5K | 224 | 0.00% | 8q | HELD |
| Triumph Capital Management | $5.8K | 200 | 0.00% | 3q | HELD |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $4.7K | 163 | 0.00% | new | NEW |
| VALLEY NATIONAL ADVISERS INC | $1.9K | 65 | 0.00% | 22q | HELD |
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 | $12.0M | 366,102 | 2 | 3 | 4 | 0.0% |
| Q2 2026 | 84 | $159.3M | 5,387,395 | 15 | 36 | 16 | 0.0% |
| Q1 2026 | 77 | $131.4M | 4,875,657 | 16 | 26 | 19 | 0.0% |
| Q4 2025 | 73 | $114.1M | 4,357,608 | 10 | 32 | 9 | 0.0% |
| Q3 2025 | 64 | $99.1M | 3,780,707 | 5 | 23 | 20 | 0.0% |
| Q2 2025 | 67 | $95.6M | 3,710,500 | 4 | 26 | 15 | 0.0% |
| Q1 2025 | 67 | $80.2M | 3,542,089 | 7 | 26 | 16 | 0.0% |
| Q4 2024 | 67 | $84.1M | 3,590,766 | 3 | 24 | 18 | 0.0% |
| Q3 2024 | 64 | $87.6M | 3,530,856 | 6 | 23 | 18 | 0.0% |
| Q2 2024 | 62 | $78.0M | 3,520,210 | 7 | 20 | 18 | 0.0% |
| Q1 2024 | 66 | $107.5M | 4,988,546 | 13 | 21 | 19 | 0.0% |
| Q4 2023 | 59 | $94.3M | 4,321,209 | 8 | 18 | 16 | 0.0% |
| Q3 2023 | 55 | $68.5M | 3,450,091 | 4 | 18 | 19 | 0.0% |
| Q2 2023 | 53 | $72.6M | 3,293,451 | 7 | 25 | 13 | 0.0% |
| Q1 2023 | 53 | $76.3M | 3,181,501 | 8 | 25 | 14 | 0.0% |
| Q4 2022 | 54 | $60.3M | 2,893,673 | 13 | 14 | 14 | 0.0% |
| Q3 2022 | 44 | $1.7B | 85,031,143 | 6 | 15 | 10 | 0.0% |
| Q2 2022 | 49 | $1.4B | 62,547,769 | 6 | 16 | 13 | 0.0% |
| Q1 2022 | 48 | $2.3B | 90,638,479 | 8 | 19 | 9 | 0.0% |
| Q4 2021 | 53 | $2.1B | 77,868,103 | 4 | 21 | 9 | 0.0% |
| Q3 2021 | 55 | $2.0B | 80,644,414 | 8 | 21 | 11 | 0.0% |
| Q2 2021 | 53 | $2.0B | 77,938,082 | 8 | 21 | 8 | 0.0% |
| Q1 2021 | 49 | $1.6B | 61,807,154 | 8 | 19 | 7 | 0.0% |
| Q4 2020 | 44 | $65.4M | 2,609,485 | 5 | 16 | 10 | 0.0% |
| Q3 2020 | 40 | $54.6M | 2,507,367 | 8 | 12 | 6 | 0.0% |
| Q2 2020 | 37 | $52.5M | 2,470,167 | 6 | 11 | 12 | 0.0% |
| Q1 2020 | 39 | $45.5M | 2,760,978 | 3 | 11 | 14 | 0.0% |
| Q4 2019 | 46 | $74.6M | 3,344,017 | 5 | 12 | 9 | 0.0% |
| Q3 2019 | 40 | $80.3M | 3,287,075 | 4 | 11 | 10 | 0.0% |
| Q2 2019 | 39 | $76.8M | 3,470,870 | 10 | 9 | 10 | 0.0% |
| Q1 2019 | 31 | $49.4M | 2,296,181 | 3 | 9 | 10 | 0.0% |
| Q4 2018 | 34 | $37.2M | 1,885,157 | 0 | 1 | 2 | 0.0% |