DaveManuel.com · Institutional Ownership · Who Owns It
BLACKROCK ETF TRUST II (HIMU)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
238
Reporting holders
$1.3B
Reported value
0.0%
Calls
0.0%
Puts
+6
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 |
|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | $158.6M | 3,191,614 | 0.06% | 6q | +69.4%+$65.0M |
| BANK OF AMERICA CORP /DE/ | $122.7M | 2,464,112 | 0.01% | 6q | +9.2%+$10.3M |
| LPL Financial LLC | $95.4M | 1,914,821 | 0.02% | 6q | +14.0%+$11.7M |
| BlackRock, Inc. | $88.3M | 1,773,682 | 0.00% | 6q | -14.1%-$14.5M |
| MORGAN STANLEY | $72.0M | 1,446,412 | 0.00% | 6q | +12.2%+$7.8M |
| ENVESTNET ASSET MANAGEMENT INC | $66.5M | 1,336,041 | 0.02% | 6q | +17.4%+$9.8M |
| JPMORGAN CHASE & CO | $52.3M | 1,050,409 | 0.00% | 6q | +42.5%+$15.6M |
| WELLS FARGO & COMPANY/MN | $39.7M | 796,239 | 0.01% | 6q | +2.1%+$803.8K |
| AMERIPRISE FINANCIAL INC | $33.7M | 677,219 | 0.01% | 6q | +15.1%+$4.4M |
| Tolleson Wealth Management, Inc. | $31.2M | 625,952 | 4.20% | 6q | +2.0%+$606.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $28.5M | 572,958 | 0.04% | 6q | +8.8%+$2.3M |
| UBS Group AG | $24.5M | 492,770 | 0.00% | 6q | -3.8%-$965.8K |
| NATIXIS ADVISORS, LLC | $22.9M | 460,490 | 0.03% | 6q | +26.1%+$4.7M |
| RAYMOND JAMES FINANCIAL INC | $22.5M | 451,477 | 0.01% | 6q | +2.4%+$535.0K |
| Cetera Investment Advisers | $22.2M | 445,415 | 0.02% | 6q | +6.6%+$1.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $19.9M | 400,595 | 0.01% | 6q | -4.6%-$954.6K |
| Sanctuary Advisors, LLC | $19.7M | 395,093 | 0.09% | 6q | -0.9%-$179.8K |
| Joel Isaacson & Co., LLC | $16.8M | 337,157 | 0.49% | 2q | +711.2%+$14.7M |
| MML INVESTORS SERVICES, LLC | $15.6M | 313,825 | 0.03% | 6q | +67.1%+$6.3M |
| Focused Wealth Management, Inc | $14.6M | 293,487 | 1.27% | new | NEW |
| Rockefeller Capital Management L.P. | $11.6M | 231,943 | 0.02% | 6q | -1.8%-$210.1K |
| OSAIC HOLDINGS, INC. | $10.7M | 214,452 | 0.01% | 6q | +71.6%+$4.5M |
| Integrated Wealth Concepts LLC | $10.2M | 205,440 | 0.07% | 6q | -22.2%-$2.9M |
| Bank of New York Mellon Corp | $10.0M | 200,169 | 0.00% | 6q | -2.5%-$257.1K |
| HANCOCK WHITNEY CORP | $9.8M | 197,141 | 0.16% | 6q | +1.5%+$146.4K |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | $9.7M | 195,693 | 2.21% | 5q | +10.7%+$943.1K |
| Kestra Advisory Services, LLC | $8.8M | 176,846 | 0.03% | 6q | +297.5%+$6.6M |
| Willis Johnson & Associates, Inc. | $8.6M | 172,500 | 0.48% | 2q | +4.1%+$335.5K |
| Prime Capital Investment Advisors, LLC | $8.3M | 167,169 | 0.08% | 2q | +2.3%+$191.1K |
| Merit Financial Group, LLC | $8.3M | 165,710 | 0.05% | 3q | +47.1%+$2.6M |
| J.Safra Asset Management Corp | $7.8M | 156,043 | 0.36% | 3q | HELD |
| TRUIST FINANCIAL CORP | $7.4M | 148,482 | 0.01% | 6q | +15.2%+$977.1K |
| Cambridge Investment Research Advisors, Inc. | $7.3M | 146,956 | 0.01% | 6q | +306.3%+$5.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $7.3M | 146,866 | 0.36% | 6q | +19.5%+$1.2M |
| STIFEL FINANCIAL CORP | $7.3M | 146,353 | 0.01% | 6q | +36.4%+$1.9M |
| Financial Synergies Wealth Advisors, Inc. | $6.6M | 132,800 | 0.56% | 6q | -10.4%-$767.6K |
| ROYAL BANK OF CANADA | $6.3M | 127,070 | 0.00% | 6q | +4.0%+$244.0K |
| Summit Financial, LLC | $5.2M | 104,980 | 0.06% | 4q | -2.4%-$126.9K |
| Axiom Financial Strategies, LLC | $4.9M | 98,593 | 1.54% | 2q | -13.3%-$751.3K |
| Stratos Wealth Partners, LTD. | $4.8M | 96,282 | 0.05% | 5q | -12.9%-$711.7K |
| Equitable Holdings, Inc. | $4.8M | 95,842 | 0.03% | 6q | +0.8%+$38.7K |
| HUB Investment Partners, LLC | $4.5M | 90,637 | 0.08% | 3q | +2.0%+$86.8K |
| JANE STREET GROUP, LLC | $4.5M | 89,414 | 0.00% | 4q | -53.8%-$5.2M |
| PARK AVENUE SECURITIES LLC | $4.3M | 86,870 | 0.03% | 4q | +2.5%+$104.4K |
| Janney Montgomery Scott LLC | $4.2M | 84,878 | 0.01% | 6q | -30.4%-$1.8M |
| Ameritas Advisory Services, LLC | $4.1M | 82,829 | 0.08% | 4q | +85.3%+$1.9M |
| Envestnet Portfolio Solutions, Inc. | $4.0M | 80,137 | 0.02% | 6q | +37.4%+$1.1M |
| Advisory Services Network, LLC | $3.5M | 71,149 | 0.04% | 6q | +385.8%+$2.8M |
| GC Wealth Management RIA, LLC | $3.3M | 66,744 | 0.19% | 6q | +3.4%+$108.0K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $3.1M | 61,565 | 0.02% | 2q | +816.1%+$2.7M |
| Icon Wealth Advisors, LLC | $3.0M | 59,734 | 0.18% | 6q | -8.3%-$269.7K |
| Fairman Group, LLC | $2.8M | 57,115 | 2.23% | 5q | -1.7%-$50.4K |
| Vestmark Advisory Solutions, Inc. | $2.8M | 55,483 | 0.03% | 6q | -65.2%-$5.2M |
| Diversify Advisory Services, LLC | $2.5M | 51,896 | 0.04% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $2.5M | 51,896 | 0.04% | 3q | +36.2%+$672.3K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $2.5M | 50,800 | 0.12% | new | NEW |
| Private Advisor Group, LLC | $2.2M | 44,705 | 0.01% | 6q | +17.2%+$326.6K |
| Orion Porfolio Solutions, LLC | $2.1M | 42,034 | 0.02% | 5q | -0.6%-$11.9K |
| Atlas Private Wealth Advisors | $2.0M | 40,869 | 0.45% | 6q | -4.9%-$105.6K |
| CHERRYDALE WEALTH MANAGEMENT, LLC | $2.0M | 40,842 | 0.53% | 5q | HELD |
| CITADEL ADVISORS LLC | $2.0M | 40,077 | 0.00% | 3q | +34.9%+$516.6K |
| Perennial Investment Advisors, LLC | $1.9M | 38,884 | 0.13% | 6q | -2.2%-$43.1K |
| CFS Investment Advisory Services, LLC | $1.9M | 37,819 | 0.13% | 6q | +78.5%+$825.1K |
| GGM Financial LLC | $1.8M | 35,362 | 0.67% | 4q | +73.8%+$747.8K |
| Keebeck Wealth Management | $1.8M | 35,296 | 0.17% | 6q | -15.4%-$320.5K |
| IHT Wealth Management, LLC | $1.7M | 34,160 | 0.04% | 6q | +60.1%+$638.4K |
| NewEdge Advisors, LLC | $1.6M | 33,113 | 0.00% | 6q | +17.2%+$242.5K |
| Triad Wealth Partners, LLC | $1.6M | 33,994 | 0.10% | 5q | +43.4%+$497.8K |
| CAHILL FINANCIAL ADVISORS INC | $1.6M | 32,938 | 0.16% | 6q | +21.2%+$286.7K |
| Tower Research Capital LLC (TRC) | $1.6M | 32,521 | 0.04% | 3q | -63.9%-$2.9M |
| PACES FERRY WEALTH ADVISORS, LLC | $1.6M | 31,998 | 0.59% | 4q | HELD |
| &PARTNERS | $1.6M | 31,355 | 0.01% | 6q | +2.2%+$32.9K |
| Arax Advisory Partners | $1.5M | 29,880 | 0.01% | 3q | -75.6%-$4.6M |
| CHOREO, LLC | $1.4M | 28,868 | 0.02% | 6q | -5.5%-$83.2K |
| Capital Advisors Wealth Management, LLC | $1.3M | 25,625 | 0.15% | new | NEW |
| Thrivent Financial for Lutherans | $1.2M | 24,273 | 0.00% | 4q | -5.2%-$66.1K |
| Lineweaver Wealth Advisors, LLC | $1.2M | 23,917 | 0.14% | 6q | +67.9%+$481.9K |
| Beacon Bridge Wealth Partners, LLC | $1.2M | 23,586 | 0.33% | 3q | +26.9%+$249.3K |
| IFG Advisory, LLC | $1.1M | 23,037 | 0.04% | new | NEW |
| Kingsview Wealth Management, LLC | $1.1M | 22,547 | 0.01% | 6q | -1.8%-$20.6K |
| DeLarme Wealth Management, Inc. | $1.1M | 22,144 | 0.64% | 3q | +17.3%+$162.3K |
| Sunbeam Capital Management, LLC | $1.1M | 22,050 | 0.50% | 3q | +7.7%+$78.4K |
| HighTower Advisors, LLC | $1.1M | 21,980 | 0.00% | new | NEW |
| Beacon Pointe Advisors, LLC | $1.1M | 21,574 | 0.00% | 4q | +28.9%+$241.1K |
| Keystone Global Partners, LLC | $1.1M | 21,143 | 0.40% | new | NEW |
| McKinley Carter Wealth Services, Inc. | $1.0M | 21,014 | 0.05% | 6q | +4.1%+$41.6K |
| COFG Advisors, LLC | $1.0M | 20,653 | 0.18% | 3q | +0.9%+$9.0K |
| Provident Wealth Management, LLC | $1.0M | 20,269 | 0.26% | 5q | -2.8%-$29.1K |
| Essex Financial Services, Inc. | $981.6K | 19,710 | 0.05% | 6q | HELD |
| SOA Wealth Advisors, LLC. | $963.2K | 19,341 | 0.16% | 5q | +12.0%+$102.9K |
| Vision Retirement, LLC | $930.7K | 18,688 | 0.23% | 3q | +3.2%+$29.2K |
| Keystone Financial Group | $916.3K | 18,399 | 0.05% | 6q | -1.4%-$12.6K |
| OPPENHEIMER & CO INC | $913.3K | 18,340 | 0.01% | 2q | HELD |
| Steward Partners Investment Advisory, LLC | $910.0K | 18,274 | 0.00% | 6q | +12.2%+$99.1K |
| Scissortail Wealth Management, LLC | $825.0K | 16,566 | 0.16% | 2q | +18.3%+$127.9K |
| Rosenberg Matthew Hamilton | $821.9K | 16,504 | 0.15% | 6q | +83.7%+$374.4K |
| Arkadios Wealth Advisors | $815.6K | 16,378 | 0.01% | 5q | +23.7%+$156.1K |
| PERSPECTIVE WEALTH ADVISORS LLC | $809.4K | 16,253 | 0.45% | new | NEW |
| Apollon Wealth Management, LLC | $808.9K | 16,244 | 0.01% | 5q | -77.9%-$2.8M |
| Focus Partners Wealth | $791.9K | 15,902 | 0.00% | new | NEW |
Showing the largest 100 of 238 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 | 81 | $112.9M | 2,470,591 | 18 | 29 | 24 | 0.0% |
| Q2 2026 | 238 | $1.3B | 25,799,895 | 37 | 98 | 74 | 0.0% |
| Q1 2026 | 232 | $1.1B | 22,844,171 | 41 | 63 | 101 | 0.0% |
| Q4 2025 | 266 | $1.6B | 33,805,170 | 43 | 131 | 52 | 0.0% |
| Q3 2025 | 229 | $1.6B | 33,268,959 | 40 | 123 | 46 | 0.0% |
| Q2 2025 | 211 | $1.2B | 23,729,827 | 54 | 91 | 46 | 0.0% |
| Q1 2025 | 179 | $1.0B | 20,896,346 | 178 | 0 | 0 | 0.0% |