DaveManuel.com · Institutional Ownership · Who Owns It
BLACKROCK ETF TRUST (LCTU)
Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.
211
Reporting holders
$1.3B
Reported value
0.0%
Calls
0.0%
Puts
+13
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 |
|---|---|---|---|---|---|
| Varma Mutual Pension Insurance Co | $385.9M | 4,814,000 | 2.05% | 21q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $338.1M | 4,217,213 | 0.08% | 17q | -4.7%-$16.6M |
| LPL Financial LLC | $98.8M | 1,232,880 | 0.02% | 16q | +1.6%+$1.6M |
| Envestnet Portfolio Solutions, Inc. | $64.4M | 803,987 | 0.31% | 12q | -4.7%-$3.2M |
| JPMORGAN CHASE & CO | $58.1M | 730,454 | 0.00% | 15q | -2.2%-$1.3M |
| PARK AVENUE SECURITIES LLC | $33.6M | 419,357 | 0.21% | 17q | -3.3%-$1.1M |
| Cetera Investment Advisers | $22.5M | 280,587 | 0.02% | 17q | -4.0%-$938.0K |
| MML INVESTORS SERVICES, LLC | $18.6M | 232,617 | 0.04% | 17q | +14.0%+$2.3M |
| SOFI WEALTH, LLC | $11.9M | 148,576 | 0.48% | 7q | +22.3%+$2.2M |
| Janney Montgomery Scott LLC | $11.5M | 142,890 | 0.02% | 17q | HELD |
| One Wealth Advisors, LLC | $10.5M | 131,079 | 1.16% | 17q | -0.9%-$90.3K |
| Thrivent Financial for Lutherans | $9.9M | 124,466 | 0.02% | 17q | +9.5%+$864.4K |
| ASSETMARK, INC | $9.0M | 112,781 | 0.02% | 17q | -4.4%-$418.4K |
| Cambridge Investment Research Advisors, Inc. | $8.7M | 108,256 | 0.01% | 17q | +93.5%+$4.2M |
| ROYAL BANK OF CANADA | $8.2M | 101,940 | 0.00% | 16q | +6.8%+$517.2K |
| Avise Financial Cooperative, Inc. | $7.9M | 99,006 | 5.63% | 3q | -12.3%-$1.1M |
| GeoWealth Management, LLC | $6.5M | 80,709 | 0.20% | 8q | +17.5%+$962.1K |
| Advisory Services Network, LLC | $6.4M | 80,398 | 0.07% | 15q | -2.9%-$191.4K |
| Archer Investment Management, LLC | $5.9M | 73,549 | 2.01% | 3q | -10.8%-$715.9K |
| OneDigital Investment Advisors LLC | $5.3M | 66,569 | 0.05% | 14q | -5.4%-$302.8K |
| Cerity Partners LLC | $5.2M | 65,142 | 0.01% | 21q | +7.2%+$349.2K |
| Sanctuary Advisors, LLC | $5.1M | 63,936 | 0.02% | 9q | +4.0%+$195.7K |
| Horst & Graben Wealth Management LLC | $4.7M | 58,722 | 0.62% | 17q | -9.1%-$469.6K |
| Integrated Wealth Concepts LLC | $4.7M | 58,519 | 0.03% | 17q | -3.9%-$190.9K |
| Equitable Holdings, Inc. | $4.7M | 58,362 | 0.03% | 15q | -5.3%-$260.4K |
| Perigon Wealth Management, LLC | $4.6M | 56,764 | 0.07% | 13q | +6.1%+$261.6K |
| Merit Financial Group, LLC | $4.5M | 55,958 | 0.03% | 7q | +5.6%+$237.6K |
| Sharkey, Howes & Javer | $4.5M | 55,810 | 0.54% | 17q | -2.0%-$91.1K |
| Steward Partners Investment Advisory, LLC | $4.4M | 54,877 | 0.02% | 17q | +4.4%+$186.6K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.4M | 54,788 | 0.02% | 11q | -17.3%-$919.0K |
| NewEdge Advisors, LLC | $4.3M | 53,797 | 0.01% | 10q | +32.8%+$1.1M |
| Bank of New York Mellon Corp | $4.0M | 50,370 | 0.00% | 16q | -8.4%-$371.6K |
| Orion Porfolio Solutions, LLC | $4.0M | 49,761 | 0.03% | 14q | +6.2%+$231.9K |
| Davis Wealth Advisors, LLC | $3.9M | 49,046 | 3.04% | 6q | +10.4%+$371.6K |
| SigFig Wealth Management, LLC | $3.6M | 45,034 | 0.10% | 17q | -4.3%-$160.4K |
| MGO ONE SEVEN LLC | $3.4M | 42,703 | 0.06% | 11q | -5.2%-$187.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 41,482 | 0.00% | 17q | +2.2%+$70.5K |
| RAYMOND JAMES FINANCIAL INC | $3.3M | 41,397 | 0.00% | 7q | +80.7%+$1.5M |
| Vise Technologies, Inc. | $3.1M | 38,218 | 0.03% | new | NEW |
| OSAIC HOLDINGS, INC. | $3.0M | 37,718 | 0.00% | 21q | +7.6%+$214.6K |
| Farther Finance Advisors, LLC | $2.6M | 32,407 | 0.02% | 15q | +7.3%+$175.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.6M | 31,598 | 0.00% | new | NEW |
| Concurrent Investment Advisors, LLC | $2.4M | 29,806 | 0.02% | 6q | +11.3%+$242.6K |
| MA Private Wealth | $2.3M | 28,310 | 0.34% | 14q | -2.8%-$65.3K |
| World Investment Advisors | $2.0M | 28,211 | 0.03% | 15q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 23,534 | 0.00% | 3q | -55.3%-$2.3M |
| HighTower Advisors, LLC | $1.9M | 23,451 | 0.00% | 10q | +3.1%+$56.4K |
| RFG Advisory, LLC | $1.8M | 22,932 | 0.03% | 8q | -4.4%-$85.4K |
| SAGESPRING WEALTH PARTNERS, LLC | $1.8M | 22,907 | 0.03% | 7q | HELD |
| OpenArc Corporate Advisory, LLC | $1.8M | 22,123 | 0.02% | 3q | -4.4%-$81.9K |
| Aptus Capital Advisors, LLC | $1.7M | 21,770 | 0.01% | 14q | -8.1%-$152.9K |
| Regal Investment Advisors LLC | $1.7M | 21,563 | 0.09% | 17q | -1.9%-$33.0K |
| Snowden Capital Advisors LLC | $1.7M | 21,167 | 0.04% | 15q | -6.1%-$110.5K |
| Skyline Advisors, Inc. | $1.7M | 21,141 | 0.53% | 2q | +17.7%+$255.0K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.6M | 20,391 | 0.01% | 7q | -8.2%-$146.8K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.6M | 19,984 | 0.02% | 12q | +9.5%+$139.6K |
| WEALTH ALLIANCE, LLC | $1.6M | 19,546 | 0.13% | 17q | -4.0%-$65.5K |
| Savvy Advisors, Inc. | $1.4M | 17,628 | 0.03% | 9q | +1.9%+$25.7K |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | $1.4M | 16,886 | 0.38% | 7q | +5.0%+$64.1K |
| Keystone Financial Services | $1.3M | 16,608 | 0.34% | 17q | +6.1%+$76.8K |
| ZENITH SOLUTIONS, INC. | $1.3M | 16,521 | 1.20% | new | FIRST |
| RCS Financial Planning, LLC | $1.3M | 15,806 | 0.60% | 12q | -3.2%-$42.2K |
| EverSource Wealth Advisors, LLC | $1.2M | 15,036 | 0.04% | 17q | +11.9%+$128.3K |
| Ashton Thomas Private Wealth, LLC | $1.2M | 14,882 | 0.02% | 7q | +187.4%+$777.9K |
| &PARTNERS | $1.2M | 14,656 | 0.00% | 6q | +3.7%+$41.8K |
| Lifelong Wealth Advisors, Inc. | $1.2M | 14,367 | 0.27% | 7q | -3.5%-$41.4K |
| Navigation Group, LLC | $1.1M | 14,220 | 0.22% | 2q | HELD |
| Gateway Wealth Partners, LLC | $1.1M | 14,107 | 0.07% | 12q | -52.7%-$1.3M |
| MERCER GLOBAL ADVISORS INC /ADV | $1.1M | 14,083 | 0.00% | new | NEW |
| THEORY FINANCIAL LLC | $1.1M | 13,720 | 0.35% | 10q | +4.9%+$51.5K |
| LifePlan Investment Advisors, Inc. | $1.1M | 13,448 | 0.37% | 13q | -11.3%-$136.7K |
| Beacon Pointe Advisors, LLC | $1.1M | 13,214 | 0.00% | new | NEW |
| MLG Wealth Management DBA Pine Grove Financial Group | $1.0M | 12,979 | 0.11% | 3q | -6.4%-$71.2K |
| Diversify Advisory Services, LLC | $1.0M | 12,879 | 0.02% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $1.0M | 12,879 | 0.02% | 3q | -13.5%-$160.2K |
| Hoxton Planning & Management, LLC | $1.0M | 12,560 | 0.26% | 12q | +13.3%+$117.9K |
| CoreCap Advisors, LLC | $997.7K | 12,447 | 0.03% | 14q | -0.9%-$8.9K |
| EQ LLC | $988.0K | 12,325 | 0.24% | 8q | -10.0%-$110.2K |
| Atria Investments, Inc | $941.6K | 11,747 | 0.01% | 9q | -22.6%-$275.3K |
| Asempa Wealth Advisors | $913.3K | 11,393 | 0.68% | 3q | HELD |
| CreativeOne Wealth, LLC | $897.7K | 11,198 | 0.02% | 16q | -43.1%-$679.7K |
| Cornerstone Planning Group LLC | $877.5K | 10,920 | 0.11% | 3q | +3.9%+$33.0K |
| Venturi Wealth Management, LLC | $855.1K | 10,668 | 0.03% | 15q | +0.9%+$7.5K |
| Sound View Wealth Advisors Group, LLC | $834.5K | 10,411 | 0.05% | 8q | -3.0%-$25.5K |
| Capital Analysts, LLC | $814.0K | 10,154 | 0.02% | 17q | +16.6%+$116.0K |
| West Wealth Group, LLC | $801.2K | 9,994 | 0.13% | 15q | -0.7%-$5.8K |
| Traveka Wealth, LLC | $733.6K | 9,152 | 0.24% | 4q | +14.6%+$93.5K |
| Tempus Wealth Planning, LLC | $723.1K | 9,020 | 0.14% | 10q | -4.1%-$30.8K |
| Strategic Blueprint, LLC | $717.0K | 8,944 | 0.04% | 16q | -1.4%-$10.4K |
| WEALTHGARDEN F.S. LLC | $712.0K | 8,882 | 0.40% | 9q | -2.1%-$15.6K |
| UBS Group AG | $703.2K | 8,772 | 0.00% | 14q | +7.5%+$49.0K |
| BEACON FINANCIAL GROUP | $698.3K | 8,711 | 0.06% | 12q | -0.8%-$5.9K |
| Oregon Pacific Wealth Management, LLC | $690.1K | 8,609 | 0.65% | 7q | -7.5%-$55.9K |
| Trilogy Capital Inc. | $672.1K | 8,384 | 0.03% | 8q | +0.8%+$5.6K |
| Focus Financial Network, Inc. | $670.9K | 8,369 | 0.02% | 10q | +61.7%+$255.9K |
| AE Wealth Management LLC | $664.3K | 8,287 | 0.00% | 17q | +46.9%+$212.0K |
| WBH ADVISORY INC | $661.1K | 8,247 | 0.04% | 11q | -4.7%-$32.6K |
| Cypress Wealth Services, LLC | $648.3K | 8,088 | 0.08% | 5q | +1.3%+$8.3K |
| Gen-Wealth Partners Inc | $644.6K | 8,041 | 0.18% | 10q | +12.2%+$70.1K |
| Bison Wealth, LLC | $625.3K | 7,738 | 0.06% | 3q | HELD |
Showing the largest 100 of 211 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 | 80 | $122.3M | 1,495,572 | 8 | 11 | 49 | 0.0% |
| Q2 2026 | 211 | $1.3B | 16,305,643 | 27 | 64 | 90 | 0.0% |
| Q1 2026 | 198 | $1.2B | 16,710,934 | 16 | 52 | 95 | 0.0% |
| Q4 2025 | 205 | $1.3B | 17,153,636 | 23 | 58 | 64 | 0.0% |
| Q3 2025 | 174 | $1.3B | 17,777,163 | 12 | 57 | 65 | 0.0% |
| Q2 2025 | 187 | $1.3B | 18,621,249 | 14 | 72 | 58 | 0.0% |
| Q1 2025 | 180 | $1.1B | 18,656,098 | 16 | 56 | 75 | 0.0% |
| Q4 2024 | 181 | $1.3B | 19,774,727 | 19 | 51 | 72 | 0.0% |
| Q3 2024 | 166 | $1.3B | 20,028,407 | 19 | 32 | 90 | 0.0% |
| Q2 2024 | 155 | $1.3B | 21,780,415 | 16 | 57 | 56 | 0.0% |
| Q1 2024 | 146 | $1.5B | 25,710,673 | 24 | 46 | 50 | 0.0% |
| Q4 2023 | 138 | $1.6B | 30,474,997 | 18 | 91 | 12 | 0.0% |
| Q3 2023 | 125 | $1.4B | 30,147,541 | 20 | 82 | 8 | 0.0% |
| Q2 2023 | 106 | $1.5B | 30,184,501 | 10 | 48 | 19 | 0.0% |
| Q1 2023 | 101 | $1.4B | 30,129,800 | 21 | 64 | 7 | 0.0% |
| Q4 2022 | 92 | $1.3B | 31,125,565 | 25 | 46 | 9 | 0.0% |
| Q3 2022 | 66 | $86.2B | 2,161,549,405 | 17 | 38 | 2 | 0.0% |
| Q2 2022 | 54 | $90.1B | 2,159,223,017 | 43 | 2 | 4 | 0.0% |
| Q1 2022 | 16 | $109.0B | 2,157,859,240 | 0 | 3 | 7 | 0.0% |
| Q4 2021 | 17 | $116.3B | 2,158,668,507 | 3 | 7 | 4 | 0.0% |
| Q3 2021 | 19 | $1.3B | 26,590,252 | 3 | 2 | 5 | 0.0% |
| Q2 2021 | 18 | $1.4B | 27,396,791 | 18 | 0 | 0 | 0.0% |