DaveManuel.com · Institutional Ownership · Who Owns It
BLACKROCK ETF TRUST II (INMU)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
126
Reporting holders
$656.1M
Reported value
0.0%
Calls
0.0%
Puts
+21
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 |
|---|---|---|---|---|---|
| Dynasty Wealth Management, LLC | $95.1M | 3,921,776 | 0.71% | 3q | +19.2%+$15.3M |
| LPL Financial LLC | $70.3M | 2,896,977 | 0.02% | 6q | +14.6%+$9.0M |
| JPMORGAN CHASE & CO | $64.8M | 2,674,126 | 0.00% | 5q | +16.7%+$9.3M |
| Arax Advisory Partners | $59.7M | 2,463,671 | 0.40% | 3q | +14.2%+$7.4M |
| SAGESPRING WEALTH PARTNERS, LLC | $51.6M | 2,129,632 | 0.79% | 3q | +13.8%+$6.3M |
| Vestmark Advisory Solutions, Inc. | $45.1M | 1,861,458 | 0.42% | 2q | -8.8%-$4.3M |
| OpenArc Corporate Advisory, LLC | $32.9M | 1,354,996 | 0.39% | 3q | +25.0%+$6.6M |
| Larson Financial Group LLC | $27.5M | 1,132,001 | 0.72% | 6q | +13.8%+$3.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $23.4M | 965,914 | 0.03% | 4q | +17.7%+$3.5M |
| ENVESTNET ASSET MANAGEMENT INC | $12.3M | 507,001 | 0.00% | 7q | -16.3%-$2.4M |
| Merit Financial Group, LLC | $11.7M | 481,235 | 0.07% | 3q | +90.3%+$5.5M |
| Resonant Capital Advisors, LLC | $9.5M | 391,176 | 0.45% | 2q | -23.2%-$2.9M |
| Cetera Investment Advisers | $9.4M | 387,172 | 0.01% | 10q | +15.0%+$1.2M |
| Janney Montgomery Scott LLC | $8.0M | 329,844 | 0.02% | new | NEW |
| OSAIC HOLDINGS, INC. | $6.7M | 277,765 | 0.01% | 18q | +34.3%+$1.7M |
| UNIQUE WEALTH, LLC | $6.6M | 274,022 | 0.77% | 3q | +62.3%+$2.5M |
| Keystone Financial Group, Inc. | $5.9M | 244,206 | 3.11% | 7q | -13.4%-$913.5K |
| Skyline Advisors, Inc. | $5.6M | 232,920 | 1.77% | 3q | +88.0%+$2.6M |
| Farther Finance Advisors, LLC | $5.6M | 232,339 | 0.04% | 3q | +22369.9%+$5.6M |
| Paulson Wealth Management Inc. | $5.5M | 225,374 | 1.16% | 5q | -1.7%-$96.8K |
| Advisory Resource Group | $4.2M | 174,726 | 0.64% | 5q | +8.4%+$327.3K |
| FORTE ASSET MANAGEMENT LLC | $4.1M | 170,000 | 1.69% | 8q | HELD |
| Summit Financial, LLC | $4.0M | 166,220 | 0.04% | new | NEW |
| Archer Investment Management, LLC | $3.5M | 145,722 | 1.21% | 3q | +14.0%+$433.8K |
| McKinley Carter Wealth Services, Inc. | $3.5M | 142,620 | 0.18% | 6q | +1.7%+$57.0K |
| NewEdge Advisors, LLC | $3.4M | 142,128 | 0.01% | 15q | +152.1%+$2.1M |
| Frisch Financial Group, Inc. | $3.1M | 129,128 | 0.54% | 3q | HELD |
| Geneos Wealth Management Inc. | $3.0M | 122,259 | 0.06% | 2q | +1.2%+$34.8K |
| Centerline Wealth Advisors, LLC | $2.8M | 115,952 | 0.88% | 3q | +14.6%+$357.4K |
| TrustWell Financial Advisors, LLC | $2.7M | 112,886 | 2.32% | new | NEW |
| MGO ONE SEVEN LLC | $2.6M | 108,067 | 0.04% | 4q | +21.5%+$463.6K |
| MML INVESTORS SERVICES, LLC | $2.5M | 105,011 | 0.01% | 5q | +31.1%+$603.8K |
| Cyndeo Wealth Partners, LLC | $2.2M | 90,967 | 0.10% | 3q | +3.4%+$73.2K |
| JANE STREET GROUP, LLC | $2.0M | 83,562 | 0.00% | 8q | -66.2%-$4.0M |
| HighTower Advisors, LLC | $2.0M | 83,177 | 0.00% | 19q | HELD |
| Bank of New York Mellon Corp | $2.0M | 80,965 | 0.00% | 2q | -2.4%-$48.3K |
| IHT Wealth Management, LLC | $2.0M | 80,637 | 0.04% | 2q | +35.6%+$513.7K |
| Golden State Wealth Management, LLC | $1.8M | 75,367 | 0.17% | 2q | +1156.5%+$1.7M |
| Lansing Street Advisors | $1.8M | 72,546 | 0.37% | 4q | +3.2%+$54.7K |
| Cambridge Investment Research Advisors, Inc. | $1.7M | 69,696 | 0.00% | 14q | +141.6%+$990.4K |
| Strategies Wealth Advisors, LLC | $1.6M | 66,878 | 0.15% | 2q | +558.2%+$1.4M |
| CITADEL ADVISORS LLC | $1.6M | 64,428 | 0.00% | 2q | -7.5%-$126.2K |
| Apella Capital, LLC | $1.5M | 63,485 | 0.02% | 2q | +11.4%+$157.3K |
| Dynamic Advisor Solutions LLC | $1.5M | 62,960 | 0.04% | 4q | +9.8%+$136.5K |
| Intrua Financial, LLC | $1.5M | 62,166 | 0.14% | 6q | +10.2%+$139.9K |
| NOVEM GROUP | $1.5M | 62,077 | 0.15% | 7q | +218.5%+$1.0M |
| LongView Wealth Management | $1.4M | 59,636 | 0.37% | 3q | +1.3%+$17.9K |
| Diversify Advisory Services, LLC | $1.4M | 59,241 | 0.02% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $1.4M | 59,241 | 0.02% | new | NEW |
| GOLDMAN SACHS GROUP INC | $1.2M | 50,807 | 0.00% | new | NEW |
| Landmark Wealth Management, LLC | $1.2M | 49,926 | 0.29% | 12q | HELD |
| Compass Financial Group, INC/SD | $1.2M | 49,463 | 0.14% | new | NEW |
| Rockefeller Capital Management L.P. | $1.2M | 48,091 | 0.00% | new | NEW |
| SimpliFi, Inc. | $1.1M | 44,856 | 0.43% | 9q | +0.8%+$8.9K |
| &PARTNERS | $1.0M | 43,113 | 0.00% | 8q | HELD |
| Magnolia Private Wealth, LLC | $981.0K | 40,454 | 0.54% | 3q | +58.1%+$360.6K |
| SILVERLAKE WEALTH MANAGEMENT LLC | $959.8K | 39,580 | 0.18% | 2q | HELD |
| MMA ASSET MANAGEMENT LLC | $940.4K | 38,780 | 0.30% | 3q | -6.5%-$65.2K |
| Redhawk Wealth Advisors, Inc. | $919.9K | 37,932 | 0.09% | new | NEW |
| BETO FINANCIAL GROUP, LLC | $910.9K | 37,937 | 0.48% | 3q | +52.6%+$314.0K |
| IMA Advisory Services, Inc. | $864.6K | 35,653 | 0.05% | new | NEW |
| Private Advisor Group, LLC | $826.5K | 34,083 | 0.00% | new | NEW |
| PARK AVENUE SECURITIES LLC | $719.0K | 29,630 | 0.00% | 2q | -31.4%-$328.7K |
| Focus Partners Wealth | $705.3K | 29,086 | 0.00% | 5q | -3.1%-$22.4K |
| Sigma Planning Corp | $698.6K | 28,810 | 0.02% | 2q | +109.4%+$365.1K |
| PARSONS CAPITAL MANAGEMENT INC/RI | $624.5K | 25,754 | 0.03% | new | NEW |
| WEALTH ALLIANCE, LLC | $613.8K | 25,311 | 0.05% | 2q | +46.7%+$195.4K |
| BOYUM WEALTH ARCHITECTS LLC | $605.7K | 25,132 | 0.24% | new | NEW |
| Wealthspire Retirement, LLC | $597.0K | 24,793 | 0.03% | new | NEW |
| Atwater Malick LLC | $517.4K | 21,337 | 0.11% | new | NEW |
| Evergreen Wealth Partners LLC | $504.5K | 20,804 | 0.30% | 3q | -21.7%-$140.1K |
| Tennessee Valley Asset Management Partners | $484.8K | 19,993 | 0.05% | 4q | HELD |
| Syverson Strege & Co | $480.7K | 19,822 | 0.10% | 15q | HELD |
| TRUIST FINANCIAL CORP | $421.7K | 17,388 | 0.00% | 10q | -40.7%-$289.2K |
| AdvisorNet Financial, Inc | $415.1K | 17,119 | 0.02% | 3q | +1042.8%+$378.8K |
| MATTERN CAPITAL MANAGEMENT, LLC | $373.9K | 15,418 | 0.04% | 18q | -0.6%-$2.4K |
| Objective Capital Management, LLC | $371.0K | 15,300 | 0.33% | 2q | +2.0%+$7.3K |
| MassMutual Private Wealth & Trust, FSB | $355.5K | 14,661 | 0.01% | 2q | -2.7%-$9.8K |
| Apollon Wealth Management, LLC | $354.2K | 14,606 | 0.00% | 6q | +17.7%+$53.3K |
| Kingsview Wealth Management, LLC | $313.6K | 12,930 | 0.00% | 5q | +0.6%+$2.0K |
| WELLS FARGO & COMPANY/MN | $307.6K | 12,684 | 0.00% | new | NEW |
| Quantinno Capital Management LP | $303.7K | 12,523 | 0.00% | new | NEW |
| VIAWEALTH, LLC | $296.7K | 12,234 | 0.15% | 2q | +0.8%+$2.4K |
| Equitable Holdings, Inc. | $295.8K | 12,198 | 0.00% | new | NEW |
| Trajan Wealth LLC | $291.7K | 12,030 | 0.01% | new | NEW |
| PRINCIPAL SECURITIES, INC. | $287.5K | 11,855 | 0.00% | 2q | +5.7%+$15.6K |
| Daviman Financial, LLC | $273.6K | 11,284 | 0.15% | new | NEW |
| Concurrent Investment Advisors, LLC | $273.1K | 11,260 | 0.00% | new | NEW |
| PRIVATE TRUST CO NA | $268.3K | 11,062 | 0.02% | 3q | +131.5%+$152.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $266.0K | 10,969 | 0.00% | new | NEW |
| CFO4Life Group, LLC | $261.5K | 10,783 | 0.04% | new | NEW |
| LIBERTY SQUARE WEALTH PARTNERS LLC | $260.9K | 10,758 | 0.06% | 3q | HELD |
| Financial Partners Group, Inc | $258.8K | 10,671 | 0.03% | 2q | +16.8%+$37.2K |
| Belpointe Asset Management LLC | $252.9K | 10,430 | 0.01% | 8q | HELD |
| Charis Legacy Partners, LLC | $252.3K | 10,406 | 0.31% | new | NEW |
| DAVENPORT & Co LLC | $240.0K | 9,895 | 0.00% | 4q | +0.9%+$2.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $226.8K | 9,399 | 0.00% | new | NEW |
| ERn Financial, LLC | $223.1K | 9,200 | 0.04% | new | NEW |
| Chatterton & Associates Inc. | $219.9K | 9,115 | 0.13% | 3q | HELD |
| MARINO, STRAM & ASSOCIATES LLC | $218.2K | 9,000 | 0.03% | new | NEW |
Showing the largest 100 of 126 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 | 62 | $173.6M | 7,579,568 | 18 | 27 | 13 | 0.0% |
| Q2 2026 | 126 | $656.1M | 27,060,126 | 37 | 54 | 20 | 0.0% |
| Q1 2026 | 105 | $547.5M | 22,902,963 | 31 | 42 | 16 | 0.0% |
| Q4 2025 | 83 | $276.8M | 11,514,443 | 27 | 27 | 13 | 0.0% |
| Q3 2025 | 64 | $131.5M | 5,493,552 | 19 | 24 | 10 | 0.0% |
| Q2 2025 | 52 | $69.1M | 2,949,917 | 16 | 16 | 7 | 0.0% |
| Q1 2025 | 40 | $34.9M | 1,479,097 | 7 | 11 | 8 | 0.0% |
| Q4 2024 | 35 | $29.3M | 1,240,748 | 8 | 8 | 9 | 0.0% |
| Q3 2024 | 24 | $20.4M | 845,438 | 7 | 7 | 6 | 0.0% |
| Q2 2024 | 19 | $11.4M | 485,806 | 3 | 7 | 5 | 0.0% |
| Q1 2024 | 19 | $12.5M | 527,889 | 5 | 3 | 6 | 0.0% |
| Q4 2023 | 19 | $13.9M | 585,476 | 3 | 4 | 8 | 0.0% |
| Q3 2023 | 19 | $12.2M | 540,909 | 2 | 5 | 7 | 0.0% |
| Q2 2023 | 19 | $11.7M | 499,165 | 0 | 7 | 5 | 0.0% |
| Q1 2023 | 23 | $18.3M | 776,237 | 3 | 8 | 8 | 0.0% |
| Q4 2022 | 21 | $31.7M | 1,361,964 | 11 | 4 | 5 | 0.0% |
| Q3 2022 | 12 | $303.6M | 13,324,025 | 2 | 3 | 7 | 0.0% |
| Q2 2022 | 12 | $20.0M | 843,067 | 7 | 1 | 3 | 0.0% |
| Q1 2022 | 6 | $21.5M | 887,929 | 3 | 1 | 1 | 0.0% |
| Q4 2021 | 4 | $22.9M | 897,100 | 2 | 1 | 1 | 0.0% |
| Q3 2021 | 3 | $25.2M | 984,928 | 1 | 0 | 1 | 0.0% |
| Q2 2021 | 2 | $25.4M | 991,992 | 0 | 0 | 1 | 0.0% |
| Q1 2021 | 2 | $25.2M | 999,912 | 2 | 0 | 0 | 0.0% |