DaveManuel.com · Institutional Ownership · Who Owns It
BLACKROCK ENHANCED LARGE CAP (CII)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
124
Reporting holders
$253.4M
Reported value
0.0%
Calls
0.0%
Puts
+18
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 |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $29.4M | 1,122,851 | 0.01% | 7q | +1.5%+$433.1K |
| MORGAN STANLEY | $20.5M | 783,330 | 0.00% | 35q | +0.9%+$188.0K |
| WELLS FARGO & COMPANY/MN | $20.0M | 766,484 | 0.00% | 31q | +5.3%+$1.0M |
| LPL Financial LLC | $15.0M | 575,046 | 0.00% | 31q | HELD |
| OSAIC HOLDINGS, INC. | $14.8M | 566,894 | 0.02% | 26q | +9.8%+$1.3M |
| BANK OF AMERICA CORP /DE/ | $12.6M | 482,590 | 0.00% | 31q | -2.1%-$270.9K |
| UBS Group AG | $12.6M | 481,270 | 0.00% | 31q | +4.8%+$578.0K |
| GUGGENHEIM CAPITAL LLC | $12.2M | 467,325 | 0.08% | 31q | +24.0%+$2.4M |
| Advisors Asset Management, Inc. | $11.7M | 449,226 | 0.18% | 17q | -3.9%-$475.8K |
| Invesco Ltd. | $10.6M | 406,304 | 0.00% | 31q | +5.4%+$545.8K |
| ENVESTNET ASSET MANAGEMENT INC | $9.4M | 359,249 | 0.00% | 19q | +1.0%+$95.3K |
| PRINCIPAL SECURITIES, INC. | $6.8M | 261,662 | 0.08% | 11q | -2.2%-$155.7K |
| ROYAL BANK OF CANADA | $6.4M | 244,423 | 0.00% | 31q | -5.0%-$335.4K |
| Wealthspire Retirement, LLC | $5.4M | 204,940 | 0.29% | 18q | -2.7%-$146.3K |
| &PARTNERS | $3.7M | 139,858 | 0.02% | 7q | +1.9%+$68.8K |
| TRUIST FINANCIAL CORP | $3.5M | 132,384 | 0.00% | 27q | +4.1%+$135.5K |
| GraniteShares Advisors LLC | $3.2M | 120,550 | 2.03% | 3q | +15.1%+$412.5K |
| Cambridge Investment Research Advisors, Inc. | $2.4M | 91,188 | 0.00% | 31q | +130.0%+$1.3M |
| Steward Partners Investment Advisory, LLC | $2.4M | 91,093 | 0.01% | 29q | +14.3%+$298.1K |
| Capital Investment Advisory Services, LLC | $2.3M | 87,817 | 0.14% | 6q | -12.9%-$339.7K |
| COHEN & STEERS, INC. | $2.2M | 85,487 | 0.00% | 31q | HELD |
| Cetera Investment Advisers | $2.2M | 82,900 | 0.00% | 19q | -2.0%-$45.2K |
| Arax Advisory Partners | $1.9M | 74,318 | 0.01% | new | NEW |
| Global Retirement Partners, LLC | $1.7M | 64,990 | 0.03% | 8q | +7.6%+$120.0K |
| one8zero8, LLC | $1.7M | 63,853 | 0.33% | 7q | HELD |
| TPG Advisors LLC | $1.6M | 60,956 | 0.87% | 9q | -1.7%-$27.3K |
| AMERIPRISE FINANCIAL INC | $1.6M | 60,289 | 0.00% | 31q | +4.3%+$65.7K |
| FIRST TRUST ADVISORS LP | $1.4M | 53,118 | 0.00% | 10q | -2.0%-$28.7K |
| PMG Family Office LLC | $1.4M | 52,795 | 1.27% | 4q | +1.7%+$23.2K |
| STIFEL FINANCIAL CORP | $1.4M | 51,999 | 0.00% | 31q | -1.7%-$23.9K |
| Private Advisor Group, LLC | $1.2M | 46,498 | 0.01% | 31q | -24.0%-$384.7K |
| Next Level Private LLC | $1.2M | 46,181 | 0.24% | 16q | +1.0%+$11.5K |
| MPWM ADVISORY SOLUTIONS, LLC | $1.2M | 45,312 | 0.54% | 3q | +29.1%+$266.8K |
| J.W. COLE ADVISORS, INC. | $1.1M | 43,708 | 0.02% | new | NEW |
| Compound Planning, Inc. | $964.8K | 36,893 | 0.03% | 14q | -3.9%-$38.8K |
| CFO4Life Group, LLC | $929.0K | 35,525 | 0.13% | 31q | +0.6%+$5.3K |
| MONEY CONCEPTS CAPITAL CORP | $861.3K | 32,935 | 0.04% | 11q | +1.8%+$15.1K |
| Kestra Advisory Services, LLC | $854.2K | 32,664 | 0.00% | 7q | -14.7%-$147.6K |
| Focus Partners Wealth | $777.3K | 29,723 | 0.00% | 3q | -80.0%-$3.1M |
| CAPTRUST FINANCIAL ADVISORS | $709.1K | 27,117 | 0.00% | 5q | +47.6%+$228.8K |
| REGIONS FINANCIAL CORP | $653.8K | 25,000 | 0.00% | 4q | HELD |
| Advisory Services Network, LLC | $644.1K | 24,631 | 0.01% | 31q | -4.7%-$32.0K |
| Stonebridge Financial Group, LLC/CA | $642.0K | 24,558 | 0.09% | new | FIRST |
| Allworth Financial LP | $637.5K | 24,377 | 0.00% | 31q | +4.5%+$27.4K |
| Wealthspire Advisors, LLC | $630.6K | 24,115 | 0.00% | 17q | HELD |
| Financial Security Advisor, Inc. | $628.2K | 24,022 | 0.10% | 12q | HELD |
| DAVENPORT & Co LLC | $613.2K | 23,449 | 0.00% | 20q | -1.0%-$6.3K |
| Tyche Wealth Partners LLC | $588.2K | 22,494 | 0.08% | 11q | HELD |
| Integrated Wealth Concepts LLC | $563.3K | 21,542 | 0.00% | 17q | -7.3%-$44.1K |
| Arkadios Wealth Advisors | $538.8K | 20,605 | 0.01% | new | NEW |
| D.A. DAVIDSON & CO. | $537.6K | 20,559 | 0.00% | 22q | HELD |
| MGO ONE SEVEN LLC | $537.2K | 20,542 | 0.01% | new | NEW |
| GREAT VALLEY ADVISOR GROUP, INC. | $533.0K | 20,382 | 0.01% | 14q | HELD |
| VISTA INVESTMENT PARTNERS II, LLC | $492.9K | 18,848 | 0.19% | 7q | HELD |
| Cypress Capital Group | $469.4K | 17,952 | 0.04% | 2q | HELD |
| Creative Planning | $465.2K | 17,788 | 0.00% | 12q | +15.0%+$60.8K |
| 17 CAPITAL PARTNERS, LLC | $463.1K | 17,711 | 0.21% | 5q | +10.5%+$44.1K |
| Nuveen, LLC | $457.3K | 17,486 | 0.00% | new | NEW |
| WEDBUSH SECURITIES INC | $452.0K | 17,292 | 0.01% | 18q | -19.9%-$112.1K |
| David J Yvars Group | $451.7K | 17,274 | 0.21% | 23q | +0.9%+$4.1K |
| Stonebridge Financial Group, LLC | $451.2K | 17,255 | 0.03% | 7q | HELD |
| HighTower Advisors, LLC | $439.0K | 16,787 | 0.00% | 7q | -15.7%-$81.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $435.0K | 16,634 | 0.00% | 31q | -17.9%-$95.1K |
| B. Riley Wealth Advisors, Inc. | $431.1K | 16,933 | 0.02% | 31q | -46.3%-$371.5K |
| Shulman DeMeo Asset Management LLC | $421.8K | 16,132 | 0.08% | 19q | -8.1%-$37.0K |
| Geneos Wealth Management Inc. | $400.1K | 15,301 | 0.01% | 42q | +3.4%+$13.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $393.5K | 15,046 | 0.00% | new | NEW |
| Genesee Capital Advisors, LLC | $386.0K | 14,760 | 0.12% | 11q | HELD |
| Westbourne Investment Advisors, Inc. | $362.1K | 13,847 | 0.10% | 5q | HELD |
| AGP FRANKLIN, LLC | $330.0K | 12,618 | 0.14% | 7q | HELD |
| WHITTIER TRUST CO OF NEVADA INC | $322.7K | 12,770 | 0.01% | 2q | -12.9%-$47.8K |
| World Investment Advisors | $322.5K | 15,341 | 0.01% | 4q | -5.1%-$17.3K |
| JANE STREET GROUP, LLC | $319.0K | 12,199 | 0.00% | new | NEW |
| Institute for Wealth Management, LLC. | $310.9K | 11,889 | 0.03% | 31q | -0.7%-$2.1K |
| Sanctuary Advisors, LLC | $309.3K | 11,827 | 0.00% | 9q | HELD |
| Harbour Wealth Management Group, Inc. | $295.6K | 11,303 | 0.20% | 3q | +2.0%+$5.8K |
| Janney Montgomery Scott LLC | $291.0K | 11,139 | 0.00% | new | NEW |
| LVZ, Inc. | $271.3K | 10,376 | 0.03% | 16q | -26.1%-$96.1K |
| Vanguard Capital Wealth Advisors | $261.5K | 10,000 | 0.18% | 5q | HELD |
| Pathstone Holdings, LLC | $246.2K | 9,416 | 0.00% | 11q | -5.8%-$15.3K |
| CARY STREET PARTNERS FINANCIAL LLC | $230.6K | 8,817 | 0.01% | new | NEW |
| Baird Financial Group, Inc. | $230.1K | 8,799 | 0.00% | new | NEW |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $226.8K | 8,674 | 0.00% | new | NEW |
| Financial Engines Advisors L.L.C. | $217.1K | 8,301 | 0.00% | new | NEW |
| Summit Financial, LLC | $213.7K | 8,172 | 0.00% | new | NEW |
| Ameritas Advisory Services, LLC | $206.6K | 7,900 | 0.00% | new | NEW |
| ROMAN BUTLER FULLERTON & CO | $204.7K | 7,979 | 0.05% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $203.9K | 7,799 | 0.00% | 3q | HELD |
| LANARK FINANCIAL, INC. | $195.4K | 7,471 | 0.01% | 12q | HELD |
| Bogart Wealth, LLC | $173.1K | 6,618 | 0.01% | 27q | HELD |
| Ancora Advisors LLC | $137.3K | 5,249 | 0.00% | 31q | HELD |
| HOLLENCREST CAPITAL MANAGEMENT | $128.0K | 4,896 | 0.01% | 32q | HELD |
| FIFTH THIRD BANCORP | $124.4K | 4,757 | 0.00% | 2q | +46.8%+$39.6K |
| Smartleaf Asset Management LLC | $117.0K | 4,594 | 0.00% | 10q | HELD |
| PRIVATE TRUST CO NA | $113.3K | 4,333 | 0.01% | new | NEW |
| PNC Financial Services Group, Inc. | $93.0K | 3,558 | 0.00% | 31q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $84.0K | 3,213 | 0.01% | new | NEW |
| DT Investment Partners, LLC | $80.6K | 3,082 | 0.01% | 16q | HELD |
| Measured Wealth Private Client Group, LLC | $79.0K | 3,022 | 0.02% | 4q | HELD |
| Axiom Investment Management LLC | $76.0K | 2,904 | 0.05% | 2q | -3.1%-$2.5K |
Showing the largest 100 of 124 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 | 32 | $15.3M | 635,593 | 4 | 5 | 6 | 0.0% |
| Q2 2026 | 124 | $253.4M | 9,696,127 | 24 | 29 | 28 | 0.0% |
| Q1 2026 | 106 | $196.1M | 9,328,299 | 9 | 77 | 16 | 0.0% |
| Q4 2025 | 111 | $203.1M | 8,691,197 | 16 | 35 | 20 | 0.0% |
| Q3 2025 | 103 | $200.4M | 8,725,336 | 8 | 32 | 26 | 0.0% |
| Q2 2025 | 107 | $196.8M | 9,218,602 | 15 | 33 | 25 | 0.0% |
| Q1 2025 | 106 | $174.4M | 9,415,249 | 9 | 39 | 27 | 0.0% |
| Q4 2024 | 107 | $208.3M | 10,360,432 | 15 | 25 | 35 | 0.0% |
| Q3 2024 | 97 | $202.6M | 10,110,332 | 10 | 24 | 30 | 0.0% |
| Q2 2024 | 99 | $199.9M | 10,001,052 | 10 | 29 | 22 | 0.0% |
| Q1 2024 | 94 | $221.1M | 11,344,301 | 10 | 21 | 27 | 0.0% |
| Q4 2023 | 96 | $196.6M | 10,346,607 | 10 | 24 | 27 | 0.0% |
| Q3 2023 | 85 | $168.2M | 9,020,148 | 5 | 23 | 18 | 0.0% |
| Q2 2023 | 83 | $164.9M | 8,906,653 | 5 | 21 | 24 | 0.0% |
| Q1 2023 | 90 | $160.6M | 8,958,403 | 10 | 15 | 29 | 0.0% |
| Q4 2022 | 93 | $161.8M | 9,473,880 | 9 | 26 | 26 | 0.0% |
| Q3 2022 | 92 | $1.1B | 65,723,593 | 9 | 19 | 31 | 0.0% |
| Q2 2022 | 94 | $619.4M | 35,230,031 | 16 | 21 | 21 | 0.0% |
| Q1 2022 | 89 | $689.0M | 33,026,768 | 12 | 20 | 26 | 0.0% |
| Q4 2021 | 95 | $330.0M | 14,924,536 | 14 | 28 | 17 | 0.0% |
| Q3 2021 | 85 | $285.9M | 14,149,610 | 8 | 26 | 19 | 0.0% |
| Q2 2021 | 87 | $245.7M | 11,930,649 | 7 | 21 | 19 | 0.0% |
| Q1 2021 | 87 | $236.4M | 12,241,306 | 9 | 24 | 23 | 0.0% |
| Q4 2020 | 85 | $180.5M | 10,371,254 | 10 | 21 | 23 | 0.0% |
| Q3 2020 | 77 | $558.8M | 36,176,717 | 6 | 22 | 18 | 0.0% |
| Q2 2020 | 77 | $187.8M | 12,979,287 | 9 | 21 | 23 | 0.0% |
| Q1 2020 | 77 | $180.2M | 13,873,570 | 13 | 22 | 19 | 0.0% |
| Q4 2019 | 70 | $170.0M | 9,853,921 | 5 | 25 | 19 | 0.0% |
| Q3 2019 | 68 | $158.8M | 9,826,504 | 4 | 27 | 14 | 0.0% |
| Q2 2019 | 74 | $154.2M | 9,760,469 | 9 | 25 | 14 | 0.0% |
| Q1 2019 | 74 | $152.5M | 9,671,712 | 3 | 20 | 17 | 0.0% |
| Q4 2018 | 83 | $142.8M | 10,143,437 | 0 | 1 | 2 | 0.0% |