DaveManuel.com · Institutional Ownership · Who Owns It
BLACKROCK ETF TRUST (LCTD)
Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.
107
Reporting holders
$179.5M
Reported value
0.0%
Calls
0.0%
Puts
+10
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 |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $55.9M | 973,651 | 0.00% | 12q | +662.2%+$48.6M |
| ENVESTNET ASSET MANAGEMENT INC | $47.5M | 823,081 | 0.01% | 12q | -6.6%-$3.4M |
| LPL Financial LLC | $14.8M | 257,495 | 0.00% | 13q | +0.7%+$101.0K |
| Envestnet Portfolio Solutions, Inc. | $9.0M | 156,288 | 0.04% | 12q | -7.9%-$774.5K |
| PARK AVENUE SECURITIES LLC | $4.6M | 79,965 | 0.03% | 12q | -4.8%-$234.0K |
| Cetera Investment Advisers | $3.3M | 56,446 | 0.00% | 12q | -9.1%-$324.7K |
| MML INVESTORS SERVICES, LLC | $2.6M | 44,546 | 0.01% | 12q | +10.1%+$235.8K |
| FLOW TRADERS U.S. LLC | $2.2M | 37,556 | 0.09% | 6q | -42.9%-$1.6M |
| ROYAL BANK OF CANADA | $2.0M | 35,413 | 0.00% | 12q | +16.3%+$287.0K |
| Cerity Partners LLC | $2.0M | 34,998 | 0.00% | 21q | +14.6%+$256.7K |
| SOFI WEALTH, LLC | $1.9M | 33,437 | 0.08% | 7q | +25.9%+$396.6K |
| GOLDMAN SACHS GROUP INC | $1.8M | 31,894 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $1.7M | 29,483 | 0.00% | 5q | +9.0%+$141.0K |
| Janney Montgomery Scott LLC | $1.6M | 28,435 | 0.00% | 12q | -0.6%-$10.6K |
| Advisory Services Network, LLC | $1.5M | 26,312 | 0.02% | 2q | +25.1%+$304.7K |
| Archer Investment Management, LLC | $1.5M | 25,705 | 0.51% | 3q | -8.2%-$132.8K |
| ASSETMARK, INC | $1.4M | 24,517 | 0.00% | 12q | -0.9%-$13.1K |
| Thrivent Financial for Lutherans | $1.4M | 24,223 | 0.00% | 4q | +1.3%+$17.7K |
| Cambridge Investment Research Advisors, Inc. | $1.3M | 21,850 | 0.00% | 12q | +92.7%+$606.1K |
| Avise Financial Cooperative, Inc. | $1.3M | 21,741 | 0.89% | 3q | -7.2%-$96.9K |
| GeoWealth Management, LLC | $1.1M | 18,452 | 0.03% | 8q | +14.5%+$134.3K |
| One Wealth Advisors, LLC | $1.0M | 17,771 | 0.11% | 12q | -6.6%-$72.7K |
| OSAIC HOLDINGS, INC. | $740.1K | 12,828 | 0.00% | 21q | -8.0%-$64.0K |
| Horst & Graben Wealth Management LLC | $723.5K | 12,635 | 0.10% | 12q | -7.8%-$61.4K |
| Steward Partners Investment Advisory, LLC | $704.4K | 12,217 | 0.00% | 12q | +4.0%+$26.8K |
| Equitable Holdings, Inc. | $699.1K | 12,125 | 0.00% | 12q | HELD |
| Perigon Wealth Management, LLC | $664.6K | 11,527 | 0.01% | 8q | +3.3%+$21.4K |
| Merit Financial Group, LLC | $660.1K | 11,448 | 0.00% | 6q | +5.0%+$31.1K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $640.1K | 11,097 | 0.00% | 11q | -17.5%-$136.1K |
| Sanctuary Advisors, LLC | $619.0K | 10,736 | 0.00% | 9q | +4.1%+$24.3K |
| Sharkey, Howes & Javer | $617.5K | 10,709 | 0.07% | 12q | -9.2%-$62.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $611.5K | 10,605 | 0.00% | 12q | +17.5%+$91.2K |
| Bank of New York Mellon Corp | $594.5K | 10,311 | 0.00% | 12q | -4.6%-$28.9K |
| OneDigital Investment Advisors LLC | $574.0K | 9,956 | 0.00% | 10q | -27.5%-$217.8K |
| Orion Porfolio Solutions, LLC | $570.9K | 9,902 | 0.00% | 10q | +6.3%+$34.0K |
| NewEdge Advisors, LLC | $563.0K | 9,764 | 0.00% | 8q | +31.1%+$133.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $537.1K | 9,316 | 0.00% | 6q | -59.3%-$784.0K |
| AE Wealth Management LLC | $535.5K | 9,288 | 0.00% | 11q | +3.8%+$19.8K |
| Davis Wealth Advisors, LLC | $525.2K | 9,110 | 0.41% | 6q | -12.4%-$74.0K |
| SigFig Wealth Management, LLC | $509.1K | 8,864 | 0.01% | 12q | -3.7%-$19.8K |
| Vise Technologies, Inc. | $487.3K | 8,451 | 0.01% | new | NEW |
| Farther Finance Advisors, LLC | $428.2K | 7,427 | 0.00% | 12q | +7.4%+$29.6K |
| Integrated Wealth Concepts LLC | $392.6K | 6,810 | 0.00% | 12q | -2.2%-$8.9K |
| HighTower Advisors, LLC | $388.8K | 6,743 | 0.00% | 7q | +9.6%+$33.9K |
| MGO ONE SEVEN LLC | $373.4K | 6,476 | 0.01% | 11q | -3.2%-$12.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $369.3K | 6,366 | 0.00% | new | NEW |
| MA Private Wealth | $328.3K | 5,694 | 0.05% | 11q | -10.8%-$39.6K |
| Concurrent Investment Advisors, LLC | $307.7K | 5,337 | 0.00% | 3q | +3.8%+$11.2K |
| JANE STREET GROUP, LLC | $284.8K | 4,939 | 0.00% | new | NEW |
| SAGESPRING WEALTH PARTNERS, LLC | $273.4K | 4,741 | 0.00% | 7q | +2.5%+$6.6K |
| Snowden Capital Advisors LLC | $256.9K | 4,456 | 0.01% | 12q | -11.1%-$32.1K |
| Regal Investment Advisors LLC | $250.8K | 4,350 | 0.01% | 2q | +4.5%+$10.9K |
| RFG Advisory, LLC | $250.7K | 4,348 | 0.00% | 7q | -1.3%-$3.4K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $232.3K | 4,029 | 0.00% | new | NEW |
| OpenArc Corporate Advisory, LLC | $220.1K | 3,818 | 0.00% | 2q | -10.9%-$27.0K |
| World Investment Advisors | $217.5K | 3,926 | 0.00% | 11q | -1.5%-$3.3K |
| Savvy Advisors, Inc. | $211.5K | 3,668 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $149.7K | 2,596 | 0.00% | 10q | HELD |
| EverSource Wealth Advisors, LLC | $148.4K | 2,573 | 0.00% | 12q | -14.9%-$25.9K |
| Ashton Thomas Private Wealth, LLC | $135.8K | 2,355 | 0.00% | 2q | +578.7%+$115.8K |
| Cornerstone Planning Group LLC | $120.9K | 2,079 | 0.02% | 3q | +1.9%+$2.3K |
| Capital Analysts, LLC | $116.0K | 2,012 | 0.00% | 12q | +18.3%+$17.9K |
| Rockefeller Capital Management L.P. | $114.9K | 1,992 | 0.00% | 2q | -21.9%-$32.3K |
| Godfrey Financial Associates, Inc. | $98.5K | 1,709 | 0.08% | 3q | HELD |
| Gen-Wealth Partners Inc | $91.2K | 1,582 | 0.03% | 10q | +9.6%+$8.0K |
| Aptus Capital Advisors, LLC | $78.2K | 1,356 | 0.00% | 12q | -2.9%-$2.4K |
| UBS Group AG | $75.6K | 1,311 | 0.00% | 13q | -9.8%-$8.2K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $68.7K | 1,192 | 0.00% | 7q | HELD |
| Transamerica Financial Advisors, LLC | $49.5K | 858 | 0.00% | 4q | +107.2%+$25.6K |
| HARBOUR INVESTMENTS, INC. | $45.7K | 793 | 0.00% | 12q | -5.8%-$2.8K |
| JFS WEALTH ADVISORS, LLC | $37.9K | 657 | 0.00% | 11q | -13.7%-$6.0K |
| Rossby Financial, LCC | $35.9K | 623 | 0.01% | 6q | -24.0%-$11.4K |
| FIFTH THIRD BANCORP | $33.8K | 587 | 0.00% | 2q | -21.0%-$9.0K |
| EVOLUTION WEALTH MANAGEMENT INC. | $30.7K | 533 | 0.02% | 5q | +40.6%+$8.9K |
| Founders Financial Alliance, LLC | $30.2K | 524 | 0.00% | new | NEW |
| Physician Wealth Advisors, Inc. | $28.1K | 488 | 0.00% | 7q | +14.3%+$3.5K |
| Global Retirement Partners, LLC | $26.0K | 451 | 0.00% | 7q | -25.9%-$9.1K |
| BlackRock, Inc. | $20.0K | 347 | 0.00% | 8q | -3.9% |
| Continuum Advisory, LLC | $19.9K | 345 | 0.00% | new | NEW |
| Birchwood Financial Partners, Inc. | $17.1K | 296 | 0.01% | 3q | +1.7% |
| Milestone Investment Advisors LLC | $16.2K | 281 | 0.00% | 14q | +1.8% |
| PNC Financial Services Group, Inc. | $13.6K | 236 | 0.00% | 12q | -18.9%-$3.2K |
| EFG International AG | $11.4K | 197 | 0.00% | 2q | +2.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $10.8K | 187 | 0.00% | 8q | +14.0%+$1.3K |
| Parallel Advisors, LLC | $10.5K | 182 | 0.00% | new | NEW |
| MORGAN STANLEY | $9.6K | 167 | 0.00% | 8q | -50.3%-$9.7K |
| First Bancorp, Inc /ME/ | $8.3K | 144 | 0.00% | new | NEW |
| IFG Advisory, LLC | $8.0K | 139 | 0.00% | new | NEW |
| Commonwealth Retirement Investments LLC | $7.9K | 137 | 0.00% | new | NEW |
| Buck Wealth Strategies, LLC | $7.6K | 132 | 0.00% | new | NEW |
| 1 NORTH WEALTH SERVICES LLC | $7.5K | 130 | 0.00% | 6q | HELD |
| NBT BANK, N.A. | $6.2K | 107 | 0.00% | 6q | -28.7%-$2.5K |
| WELLS FARGO & COMPANY/MN | $6.0K | 104 | 0.00% | 5q | +4.0% |
| WealthShield Partners, LLC | $5.8K | 100 | 0.00% | 10q | +8.7% |
| Golden State Wealth Management, LLC | $5.7K | 99 | 0.00% | 6q | HELD |
| Timbuktu Capital Management, LLC | $5.6K | 97 | 0.01% | new | FIRST |
| MATHER GROUP, LLC. | $4.6K | 80 | 0.00% | 2q | -16.7% |
| Arax Advisory Partners | $4.6K | 79 | 0.00% | new | NEW |
| Kilter Group LLC | $4.3K | 74 | 0.00% | 5q | -3.9% |
| IFP Advisors, Inc | $4.0K | 70 | 0.00% | 6q | -42.1%-$2.9K |
Showing the largest 100 of 107 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 | 33 | $17.4M | 299,424 | 10 | 14 | 6 | 0.0% |
| Q2 2026 | 107 | $179.5M | 3,117,493 | 16 | 38 | 43 | 0.0% |
| Q1 2026 | 97 | $131.7M | 2,385,420 | 13 | 31 | 37 | 0.0% |
| Q4 2025 | 100 | $129.0M | 2,359,720 | 11 | 17 | 60 | 0.0% |
| Q3 2025 | 98 | $167.9M | 3,152,268 | 13 | 32 | 36 | 0.0% |
| Q2 2025 | 97 | $226.0M | 4,443,992 | 9 | 32 | 41 | 0.0% |
| Q1 2025 | 96 | $205.7M | 4,453,336 | 11 | 21 | 50 | 0.0% |
| Q4 2024 | 99 | $245.8M | 5,644,600 | 12 | 48 | 21 | 0.0% |
| Q3 2024 | 91 | $274.3M | 5,782,135 | 9 | 40 | 16 | 0.0% |
| Q2 2024 | 87 | $287.9M | 6,429,841 | 11 | 35 | 26 | 0.0% |
| Q1 2024 | 86 | $368.3M | 8,064,716 | 11 | 27 | 34 | 0.0% |
| Q4 2023 | 81 | $454.4M | 10,390,828 | 20 | 51 | 6 | 0.0% |
| Q3 2023 | 63 | $465.0M | 11,544,966 | 51 | 4 | 4 | 0.0% |
| Q2 2023 | 12 | $480.8M | 11,317,432 | 3 | 1 | 3 | 0.0% |
| Q1 2023 | 11 | $472.2M | 11,312,359 | 1 | 2 | 4 | 0.0% |
| Q4 2022 | 10 | $438.4M | 11,360,044 | 1 | 0 | 6 | 0.0% |
| Q3 2022 | 10 | $349.6M | 10,322,245 | 1 | 3 | 1 | 0.0% |
| Q2 2022 | 9 | $384.5M | 10,140,261 | 0 | 3 | 3 | 0.0% |
| Q1 2022 | 9 | $453.9M | 10,136,575 | 2 | 4 | 1 | 0.0% |
| Q4 2021 | 11 | $480.7M | 10,204,634 | 1 | 3 | 2 | 0.0% |
| Q3 2021 | 10 | $480.2M | 10,245,479 | 0 | 2 | 3 | 0.0% |
| Q2 2021 | 11 | $506.7M | 10,556,619 | 11 | 0 | 0 | 0.0% |