DaveManuel.com · Institutional Ownership · Who Owns It
BLACKROCK ETF TRUST (CORO)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
409
Reporting holders
$7.7B
Reported value
0.0%
Calls
0.0%
Puts
+188
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 | $1.8B | 50,080,513 | 0.43% | 2q | +2821.3%+$1.8B |
| JPMORGAN CHASE & CO | $653.6M | 17,966,600 | 0.04% | 2q | +16.3%+$91.8M |
| LPL Financial LLC | $471.6M | 12,884,432 | 0.11% | new | NEW |
| Merit Financial Group, LLC | $210.2M | 5,742,774 | 1.28% | 2q | +15.3%+$27.9M |
| MORGAN STANLEY | $199.4M | 5,446,981 | 0.01% | new | NEW |
| PARK AVENUE SECURITIES LLC | $157.4M | 4,299,492 | 0.98% | 2q | +23480.8%+$156.7M |
| Envestnet Portfolio Solutions, Inc. | $153.7M | 4,199,757 | 0.74% | 2q | +22676.5%+$153.0M |
| OneDigital Investment Advisors LLC | $152.5M | 4,167,088 | 1.29% | 2q | +6.1%+$8.8M |
| MML INVESTORS SERVICES, LLC | $141.2M | 3,856,635 | 0.29% | 2q | +6359.9%+$139.0M |
| SOFI WEALTH, LLC | $127.4M | 3,481,503 | 5.13% | 2q | +5.1%+$6.2M |
| Foundations Investment Advisors, LLC | $126.8M | 3,464,938 | 1.31% | 2q | +9.9%+$11.4M |
| Cetera Investment Advisers | $107.9M | 2,947,493 | 0.10% | new | NEW |
| Sanctuary Advisors, LLC | $102.8M | 2,809,906 | 0.48% | 2q | +22.3%+$18.8M |
| Bank of New York Mellon Corp | $102.1M | 2,789,325 | 0.02% | 2q | +462.5%+$83.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $98.6M | 2,694,037 | 0.12% | 2q | +14.1%+$12.2M |
| Arax Advisory Partners | $96.4M | 2,633,020 | 0.64% | 2q | +384.9%+$76.5M |
| Janney Montgomery Scott LLC | $91.0M | 2,487,698 | 0.18% | new | NEW |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $87.9M | 2,402,506 | 4.34% | 2q | +6.5%+$5.3M |
| AE Wealth Management LLC | $85.9M | 2,346,094 | 0.40% | 2q | +5.9%+$4.8M |
| Thrivent Financial for Lutherans | $81.5M | 2,228,781 | 0.14% | 2q | +25.1%+$16.4M |
| Goldstein Advisors, LLC | $72.3M | 1,975,843 | 6.61% | 2q | +14.2%+$9.0M |
| Advocacy Wealth Management, LLC | $69.1M | 1,889,296 | 2.51% | new | NEW |
| Triad Wealth Partners, LLC | $68.3M | 1,902,690 | 4.02% | 2q | +34.0%+$17.3M |
| CreativeOne Wealth, LLC | $66.1M | 1,806,369 | 1.43% | 2q | +5.7%+$3.6M |
| JB Capital LLC | $63.5M | 1,733,667 | 2.20% | new | NEW |
| BlackRock, Inc. | $55.1M | 1,505,778 | 0.00% | 7q | +969.0%+$50.0M |
| West Wealth Group, LLC | $52.0M | 1,421,104 | 8.51% | 2q | +5.9%+$2.9M |
| Ascent Group, LLC | $50.8M | 1,387,552 | 1.52% | 2q | +6.4%+$3.1M |
| Cerity Partners LLC | $47.2M | 1,289,022 | 0.06% | 2q | +1.4%+$645.2K |
| Cambridge Investment Research Advisors, Inc. | $46.9M | 1,281,554 | 0.05% | 2q | +1253.9%+$43.4M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $44.2M | 1,206,181 | 0.24% | new | NEW |
| Pettinga Financial Advisors LLC | $39.4M | 1,076,072 | 6.31% | 2q | +8.5%+$3.1M |
| MA Private Wealth | $39.2M | 1,070,099 | 5.83% | 2q | +29.7%+$9.0M |
| Vise Technologies, Inc. | $37.6M | 1,026,540 | 0.43% | new | NEW |
| MCMORGAN & CO LLC | $36.8M | 1,006,205 | 5.55% | 2q | +26.6%+$7.7M |
| Vestmark Advisory Solutions, Inc. | $36.1M | 985,631 | 0.34% | new | NEW |
| STIFEL FINANCIAL CORP | $35.2M | 962,909 | 0.03% | new | NEW |
| Security Financial Services, INC. | $34.6M | 945,130 | 4.80% | 2q | HELD |
| Integrated Wealth Concepts LLC | $34.2M | 934,314 | 0.22% | 2q | +8.7%+$2.8M |
| NewEdge Advisors, LLC | $33.4M | 912,834 | 0.10% | 2q | +414.0%+$26.9M |
| Kelly Financial Services LLC | $33.2M | 906,269 | 7.10% | 2q | +1.6%+$526.5K |
| ROYAL BANK OF CANADA | $32.1M | 875,862 | 0.00% | new | NEW |
| Detalus Advisors, LLC | $31.7M | 865,014 | 6.17% | 2q | +14.2%+$3.9M |
| Atria Investments, Inc | $30.0M | 818,831 | 0.30% | 2q | +407.3%+$24.1M |
| Embree Financial Group | $28.0M | 765,192 | 2.80% | 4q | +70.0%+$11.5M |
| Horst & Graben Wealth Management LLC | $27.5M | 762,762 | 3.62% | 2q | +2.6%+$703.8K |
| Midwest Capital Advisors, LLC | $27.3M | 745,014 | 11.08% | 2q | +10.8%+$2.7M |
| Plancorp, LLC | $25.1M | 705,853 | 0.61% | new | NEW |
| Perigon Wealth Management, LLC | $24.4M | 665,387 | 0.38% | 2q | +8.5%+$1.9M |
| Arkadios Wealth Advisors | $24.3M | 664,200 | 0.37% | 2q | +54.8%+$8.6M |
| CFS Investment Advisory Services, LLC | $23.1M | 644,329 | 1.54% | 2q | +2.0%+$455.6K |
| ONE Advisory Partners, LLC | $23.0M | 628,639 | 6.26% | 2q | +0.5%+$122.0K |
| EQ LLC | $22.5M | 613,786 | 5.52% | new | NEW |
| TRUIST FINANCIAL CORP | $21.8M | 595,527 | 0.03% | new | NEW |
| Icon Wealth Advisors, LLC | $20.6M | 564,102 | 1.24% | 2q | +674.2%+$18.0M |
| Sharkey, Howes & Javer | $19.6M | 534,519 | 2.36% | 2q | +105.0%+$10.0M |
| Cypress Wealth Services, LLC | $18.7M | 510,139 | 2.29% | 2q | +33.9%+$4.7M |
| Steward Partners Investment Advisory, LLC | $18.2M | 496,040 | 0.09% | 2q | +53.6%+$6.3M |
| TSA Wealth Managment LLC | $18.1M | 495,071 | 5.12% | 2q | +6.5%+$1.1M |
| Stonebrook Private Inc. | $18.0M | 491,985 | 3.29% | 2q | +4.1%+$708.5K |
| Beacon Capital Management, LLC | $17.7M | 483,900 | 2.59% | 2q | +428.7%+$14.4M |
| Able Wealth Management LLC | $17.0M | 464,579 | 3.90% | 2q | +106.1%+$8.8M |
| Weil Company, Inc. | $17.0M | 464,095 | 2.99% | 5q | +78.2%+$7.5M |
| Ancora Advisors LLC | $16.9M | 462,447 | 0.33% | 2q | +288929.4%+$16.9M |
| Archer Investment Management, LLC | $16.7M | 456,465 | 5.71% | 2q | +11.9%+$1.8M |
| Landing Point Financial Group, LLC | $16.6M | 452,235 | 5.63% | 2q | +3704.1%+$16.1M |
| One Wealth Advisors, LLC | $16.2M | 443,776 | 1.79% | 2q | -0.6%-$103.1K |
| &PARTNERS | $16.0M | 434,646 | 0.07% | new | NEW |
| Farther Finance Advisors, LLC | $15.9M | 433,252 | 0.12% | 2q | +1013.2%+$14.4M |
| PRINCIPAL SECURITIES, INC. | $15.4M | 421,483 | 0.19% | 2q | +45.8%+$4.8M |
| Strategic Blueprint, LLC | $14.9M | 407,504 | 0.74% | 2q | +29.1%+$3.4M |
| INDEPENDENT FINANCIAL GROUP, LLC | $14.0M | 381,932 | 0.26% | 2q | +8.0%+$1.0M |
| Avid Wealth Partners LLC | $13.9M | 380,176 | 6.74% | new | NEW |
| BEACON FINANCIAL GROUP | $13.8M | 376,017 | 1.25% | 2q | +5.1%+$671.0K |
| Town Capital LLC | $13.6M | 371,085 | 8.61% | 2q | +41.6%+$4.0M |
| Claro Advisors Inc. | $13.5M | 368,231 | 1.41% | 2q | -22.1%-$3.8M |
| Marks Group Wealth Management, Inc | $13.0M | 354,960 | 1.13% | new | NEW |
| Stone House Investment Management, LLC | $12.9M | 353,362 | 1.72% | new | NEW |
| A4 Wealth Advisors LLC | $12.9M | 352,577 | 8.56% | 2q | +27.5%+$2.8M |
| Patton Albertson Miller Group, LLC | $12.8M | 349,803 | 1.27% | new | NEW |
| Frisch Financial Group, Inc. | $12.6M | 343,250 | 2.16% | 2q | +1412.5%+$11.7M |
| BCGM Wealth Management, LLC | $12.3M | 337,387 | 2.61% | 2q | +7.7%+$881.4K |
| SteelPeak Wealth, LLC | $12.2M | 333,133 | 0.32% | new | NEW |
| Skyline Advisors, Inc. | $11.9M | 324,665 | 3.73% | 2q | +55.3%+$4.2M |
| ShoreHaven Wealth Partners, LLC | $11.7M | 318,708 | 3.67% | 2q | +1.5%+$172.8K |
| Trek Financial, LLC | $11.2M | 305,117 | 0.55% | new | NEW |
| Orion Porfolio Solutions, LLC | $11.1M | 304,116 | 0.09% | new | NEW |
| Stokes Family Office, LLC | $11.1M | 302,719 | 1.29% | 2q | -12.2%-$1.5M |
| Daviman Financial, LLC | $10.8M | 295,242 | 5.97% | 2q | +65.0%+$4.3M |
| PAX Financial Group, LLC | $10.6M | 288,757 | 1.57% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.5M | 289,383 | 0.02% | 2q | +2838.2%+$10.1M |
| EHRLICH FINANCIAL GROUP | $10.4M | 283,542 | 5.34% | 2q | +20.1%+$1.7M |
| Scissortail Wealth Management, LLC | $10.1M | 276,840 | 1.95% | 2q | +1.0%+$101.0K |
| ASSETMARK, INC | $10.1M | 276,290 | 0.02% | 2q | +20.1%+$1.7M |
| Focus Financial Network, Inc. | $10.1M | 274,833 | 0.31% | 2q | +29.2%+$2.3M |
| Redhawk Wealth Advisors, Inc. | $10.0M | 272,894 | 0.98% | new | NEW |
| Waverly Advisors, LLC | $9.9M | 270,176 | 0.06% | 2q | +31.0%+$2.3M |
| INTEGRITY ALLIANCE, LLC. | $9.7M | 264,120 | 0.30% | new | NEW |
| Apeiron RIA LLC | $9.6M | 262,200 | 2.46% | 2q | +1026.3%+$8.7M |
| Spectrum Planning & Advisory Services Inc. | $9.3M | 253,825 | 4.16% | 2q | +7.4%+$639.6K |
Showing the largest 100 of 409 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 | 193 | $2.1B | 58,733,514 | 34 | 138 | 10 | 0.0% |
| Q2 2026 | 409 | $7.7B | 210,696,696 | 196 | 185 | 16 | 0.0% |
| Q1 2026 | 221 | $3.1B | 97,437,790 | 210 | 5 | 1 | 0.0% |
| Q4 2025 | 8 | $14.1M | 454,730 | 3 | 3 | 1 | 0.0% |
| Q3 2025 | 5 | $11.9M | 392,429 | 3 | 1 | 0 | 0.0% |
| Q2 2025 | 2 | $8.6M | 303,930 | 1 | 0 | 0 | 0.0% |
| Q1 2025 | 3 | $5.8M | 228,342 | 0 | 0 | 2 | 0.0% |
| Q4 2024 | 3 | $5.6M | 233,815 | 3 | 0 | 0 | 0.0% |