DaveManuel.com · Institutional Ownership · Who Owns It
BLACKROCK ETF TRUST II (SHYM)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
150
Reporting holders
$474.4M
Reported value
0.0%
Calls
0.0%
Puts
+8
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 |
|---|---|---|---|---|---|
| Orgel Wealth Management, LLC | $182.9M | 8,146,410 | 3.47% | new | NEW |
| LPL Financial LLC | $59.1M | 2,630,748 | 0.01% | 9q | +82.0%+$26.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $29.7M | 1,321,690 | 0.04% | 15q | +3.0%+$861.6K |
| OSAIC HOLDINGS, INC. | $18.8M | 838,089 | 0.02% | 20q | +33.9%+$4.8M |
| ENVESTNET ASSET MANAGEMENT INC | $17.1M | 762,198 | 0.00% | 10q | +24.4%+$3.4M |
| JPMORGAN CHASE & CO | $9.3M | 415,599 | 0.00% | 9q | +8.6%+$735.7K |
| Cambridge Investment Research Advisors, Inc. | $8.8M | 390,454 | 0.01% | 14q | +98.1%+$4.3M |
| HighTower Advisors, LLC | $8.3M | 371,409 | 0.01% | 15q | +18.4%+$1.3M |
| Quotient Wealth Partners, LLC | $7.3M | 323,488 | 0.17% | 11q | +7.1%+$484.1K |
| Dynasty Wealth Management, LLC | $7.1M | 317,510 | 0.05% | 10q | +4.7%+$321.8K |
| Trust Co | $6.4M | 286,957 | 0.58% | 14q | -1.7%-$112.4K |
| Prentice Wealth Management LLC | $5.5M | 247,048 | 1.14% | 13q | +14.2%+$690.2K |
| MML INVESTORS SERVICES, LLC | $4.9M | 217,172 | 0.01% | 8q | +14.8%+$627.9K |
| FORTE ASSET MANAGEMENT LLC | $4.0M | 178,446 | 1.64% | 8q | HELD |
| Evergreen Wealth Partners LLC | $3.7M | 162,722 | 2.19% | 3q | +7.5%+$255.6K |
| Rialto Wealth Management, LLC | $3.6M | 161,516 | 0.72% | 4q | +47.3%+$1.2M |
| IHT Wealth Management, LLC | $3.5M | 157,020 | 0.07% | 8q | -42.8%-$2.6M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $3.5M | 154,176 | 0.05% | 6q | -12.8%-$507.4K |
| Ashton Thomas Private Wealth, LLC | $3.1M | 138,370 | 0.06% | 6q | -1.1%-$33.0K |
| Capital Analysts, LLC | $3.1M | 137,977 | 0.07% | 5q | -1.7%-$53.6K |
| Vertex Planning Partners, LLC | $3.1M | 135,923 | 0.45% | 9q | +16.3%+$428.3K |
| Cetera Investment Advisers | $2.4M | 107,759 | 0.00% | 4q | +2.5%+$59.6K |
| FourThought Financial Partners, LLC | $2.4M | 106,231 | 0.18% | 10q | HELD |
| TRUIST FINANCIAL CORP | $2.4M | 105,171 | 0.00% | 20q | +12.2%+$256.4K |
| Janney Montgomery Scott LLC | $2.4M | 105,010 | 0.00% | 3q | +25.0%+$471.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $2.2M | 96,618 | 0.01% | 2q | +757.9%+$1.9M |
| DeLarme Wealth Management, Inc. | $2.2M | 96,134 | 1.25% | 3q | +7.9%+$158.5K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $2.0M | 88,577 | 0.10% | 8q | +26.5%+$416.0K |
| Legacy Advisory Services, LLC | $1.8M | 80,200 | 1.27% | 2q | HELD |
| Ausdal Financial Partners, Inc. | $1.8M | 78,991 | 0.07% | 10q | +2.7%+$46.0K |
| Private Advisor Group, LLC | $1.7M | 77,325 | 0.01% | 6q | +9.1%+$145.0K |
| Aspen Wealth Management LLC | $1.7M | 75,007 | 0.29% | 9q | +75.7%+$725.5K |
| WCG Wealth Advisors LLC | $1.6M | 69,927 | 0.04% | 4q | -16.5%-$309.6K |
| Keebeck Wealth Management | $1.5M | 68,406 | 0.15% | 4q | -13.9%-$248.2K |
| SK Wealth Management, LLC | $1.4M | 64,431 | 0.32% | 3q | -25.3%-$482.7K |
| Elequin Capital, LP | $1.4M | 63,097 | 0.04% | new | NEW |
| COFG Advisors, LLC | $1.3M | 59,216 | 0.23% | 3q | -2.1%-$27.9K |
| Ellis Investment Partners, LLC | $1.2M | 54,487 | 0.19% | 3q | +63.2%+$473.7K |
| Vestmark Advisory Solutions, Inc. | $1.2M | 53,942 | 0.01% | 2q | -8.3%-$109.2K |
| Diversify Advisory Services, LLC | $1.2M | 53,449 | 0.02% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $1.2M | 53,449 | 0.02% | 3q | +14.6%+$151.1K |
| Joseph Group Capital Management | $1.2M | 52,776 | 0.25% | 5q | -12.5%-$169.8K |
| MBA Advisors LLC | $1.2M | 51,825 | 0.39% | 3q | +5.0%+$55.5K |
| Stratos Wealth Partners, LTD. | $1.1M | 50,080 | 0.01% | 3q | +15.1%+$147.8K |
| Envestnet Portfolio Solutions, Inc. | $1.1M | 49,785 | 0.01% | 8q | +40.2%+$320.6K |
| PARK AVENUE SECURITIES LLC | $1.1M | 48,492 | 0.01% | 8q | +8.8%+$87.9K |
| Wealth Advisors of Tampa Bay, LLC | $1.0M | 45,000 | 0.31% | 3q | HELD |
| World Investment Advisors | $999.5K | 44,520 | 0.02% | 2q | HELD |
| Indivisible Partners | $990.3K | 44,111 | 0.06% | new | NEW |
| Tolleson Wealth Management, Inc. | $965.9K | 43,025 | 0.13% | 7q | -34.4%-$506.8K |
| Financial Engines Advisors L.L.C. | $962.1K | 42,855 | 0.00% | 4q | HELD |
| Objective Capital Management, LLC | $938.3K | 41,796 | 0.83% | 5q | +3.7%+$33.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $924.0K | 41,342 | 0.00% | 7q | +154.5%+$560.9K |
| NewEdge Advisors, LLC | $847.1K | 37,732 | 0.00% | 8q | +1499.5%+$794.1K |
| Legacy Edge Advisors, LLC | $840.5K | 37,438 | 0.08% | 3q | +29.8%+$193.0K |
| Beacon Pointe Advisors, LLC | $818.4K | 36,452 | 0.00% | 4q | +0.9%+$7.3K |
| Orion Porfolio Solutions, LLC | $761.6K | 33,924 | 0.01% | 8q | -5.2%-$42.1K |
| Marietta Wealth Management, LLC | $759.6K | 33,837 | 0.08% | new | NEW |
| ShoreHaven Wealth Partners, LLC | $758.7K | 33,794 | 0.24% | 8q | +2.7%+$20.2K |
| Advisory Resource Group | $726.7K | 32,370 | 0.11% | 5q | -77.8%-$2.5M |
| Tortuga Wealth Management, Inc | $698.0K | 31,092 | 0.53% | new | NEW |
| JANE STREET GROUP, LLC | $697.6K | 31,072 | 0.00% | 8q | -76.4%-$2.3M |
| BETO FINANCIAL GROUP, LLC | $689.3K | 30,953 | 0.36% | 3q | +18.1%+$105.8K |
| Per Stirling Capital Management, LLC. | $677.4K | 30,175 | 0.06% | 4q | +0.7%+$4.6K |
| Creative Planning | $660.5K | 29,421 | 0.00% | 10q | -19.5%-$160.3K |
| Kestra Advisory Services, LLC | $648.3K | 28,876 | 0.00% | 5q | -16.2%-$125.6K |
| Beta Wealth Group, Inc. | $646.8K | 28,810 | 0.24% | 16q | -7.8%-$54.9K |
| &PARTNERS | $644.2K | 28,694 | 0.00% | 8q | +15.7%+$87.6K |
| Weitzel Financial Services, Inc. | $634.4K | 28,327 | 0.22% | 5q | +69.4%+$259.8K |
| OLD MISSION CAPITAL LLC | $618.2K | 27,539 | 0.01% | 2q | -21.2%-$166.2K |
| Destiny Wealth Partners, LLC | $614.9K | 27,780 | 0.09% | 4q | -42.9%-$462.6K |
| FOCUSED ALPHA, LLC | $599.6K | 26,709 | 0.15% | new | NEW |
| Summit Financial, LLC | $582.7K | 25,955 | 0.01% | new | NEW |
| RFG Advisory, LLC | $579.2K | 25,799 | 0.01% | 6q | +32.8%+$143.0K |
| Apollon Wealth Management, LLC | $566.5K | 25,233 | 0.01% | 9q | -1.9%-$11.2K |
| Kuhn & Co Investment Counsel | $532.5K | 23,720 | 0.31% | 9q | HELD |
| RETIREMENT PLANNING GROUP, LLC / NY | $518.1K | 23,077 | 0.28% | 2q | +18.4%+$80.4K |
| Sovereign Financial Group, Inc. | $504.9K | 22,492 | 0.08% | 2q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $492.8K | 21,951 | 0.01% | 3q | -20.0%-$122.8K |
| SAGESPRING WEALTH PARTNERS, LLC | $482.6K | 21,496 | 0.01% | 2q | -32.3%-$230.7K |
| Private Wealth Asset Management, LLC | $482.0K | 21,470 | 0.05% | 2q | HELD |
| Sowell Financial Services LLC | $468.7K | 20,876 | 0.02% | 4q | +86.3%+$217.1K |
| Ameritas Advisory Services, LLC | $466.6K | 20,782 | 0.01% | new | NEW |
| Premier Path Wealth Partners, LLC | $465.8K | 20,747 | 0.05% | 9q | +16.1%+$64.7K |
| Horizon Wealth Management, LLC | $453.1K | 20,184 | 0.06% | 2q | +34.6%+$116.4K |
| Dynamic Advisor Solutions LLC | $446.2K | 19,875 | 0.01% | 3q | +9.4%+$38.2K |
| Veracity Capital LLC | $444.5K | 19,801 | 0.12% | 11q | HELD |
| FLAGSHIP HARBOR ADVISORS, LLC | $442.6K | 19,715 | 0.02% | 2q | +68.5%+$179.9K |
| Serenity Investment Advisors | $442.4K | 19,995 | 0.19% | 3q | +4.6%+$19.5K |
| Advyzon Investment Management, LLC | $417.5K | 18,596 | 0.03% | new | NEW |
| Tower Research Capital LLC (TRC) | $399.7K | 17,806 | 0.01% | 3q | +48.2%+$130.1K |
| Bedel Financial Consulting, Inc. | $387.1K | 17,242 | 0.04% | 3q | HELD |
| Cornerstone Wealth Management, LLC | $378.6K | 16,864 | 0.02% | 2q | +6.0%+$21.3K |
| HRT FINANCIAL LP | $371.0K | 16,537 | 0.00% | new | NEW |
| Equitable Holdings, Inc. | $356.0K | 15,859 | 0.00% | 7q | +2.1%+$7.5K |
| ARQ WEALTH ADVISORS, LLC | $355.4K | 16,000 | 0.04% | new | NEW |
| PERSPECTIVE WEALTH ADVISORS LLC | $349.3K | 15,557 | 0.19% | new | NEW |
| Camarda Financial Advisors, LLC | $340.4K | 15,162 | 0.10% | 6q | -0.9%-$3.1K |
| Advisory Services Network, LLC | $329.8K | 14,691 | 0.00% | 5q | +2.3%+$7.5K |
| Capital Asset Advisory Services LLC | $329.8K | 14,691 | 0.01% | 5q | +0.7%+$2.1K |
Showing the largest 100 of 150 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 | 53 | $247.1M | 11,559,538 | 9 | 18 | 11 | 0.0% |
| Q2 2026 | 150 | $474.4M | 21,137,246 | 21 | 65 | 34 | 0.0% |
| Q1 2026 | 142 | $239.8M | 10,890,129 | 27 | 64 | 24 | 0.0% |
| Q4 2025 | 137 | $206.5M | 9,291,625 | 23 | 55 | 29 | 0.0% |
| Q3 2025 | 118 | $211.5M | 9,467,557 | 27 | 47 | 25 | 0.0% |
| Q2 2025 | 107 | $196.9M | 8,815,853 | 27 | 34 | 29 | 0.0% |
| Q1 2025 | 99 | $193.2M | 8,621,581 | 22 | 34 | 18 | 0.0% |
| Q4 2024 | 92 | $129.6M | 5,718,586 | 24 | 34 | 14 | 0.0% |
| Q3 2024 | 78 | $130.0M | 5,428,330 | 27 | 26 | 5 | 0.0% |
| Q2 2024 | 58 | $72.2M | 3,192,415 | 18 | 14 | 9 | 0.0% |
| Q1 2024 | 41 | $45.9M | 2,044,168 | 14 | 10 | 8 | 0.0% |
| Q4 2023 | 35 | $59.6M | 2,696,122 | 9 | 9 | 6 | 0.0% |
| Q3 2023 | 26 | $24.8M | 1,201,526 | 4 | 8 | 6 | 0.0% |
| Q2 2023 | 26 | $25.9M | 1,188,212 | 6 | 9 | 3 | 0.0% |
| Q1 2023 | 21 | $16.0M | 740,212 | 5 | 5 | 5 | 0.0% |
| Q4 2022 | 23 | $13.6M | 646,280 | 10 | 4 | 6 | 0.0% |
| Q3 2022 | 19 | $17.5M | 853,011 | 6 | 2 | 5 | 0.0% |
| Q2 2022 | 15 | $15.6M | 718,890 | 6 | 5 | 1 | 0.0% |
| Q1 2022 | 13 | $31.5M | 1,325,871 | 5 | 4 | 2 | 0.0% |
| Q4 2021 | 8 | $34.3M | 1,313,092 | 2 | 4 | 2 | 0.0% |
| Q3 2021 | 8 | $24.7M | 933,615 | 5 | 1 | 2 | 0.0% |
| Q2 2021 | 3 | $25.3M | 951,951 | 0 | 0 | 2 | 0.0% |
| Q1 2021 | 3 | $25.2M | 994,111 | 3 | 0 | 0 | 0.0% |