BLACKROCK ETF TRUST (BAI)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
646
Reporting holders
$15.0B
Reported value
0.0%
Held as options
+121
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $3.0B | 57,566,650 | 0.72% | 5q | -13.5%-$473.0M |
| LPL Financial LLC | $1.4B | 26,585,056 | 0.31% | 6q | -2.9%-$41.1M |
| JPMORGAN CHASE & CO | $809.8M | 15,932,165 | 0.04% | 6q | -21.8%-$225.6M |
| Dynasty Wealth Management, LLC | $746.0M | 14,150,853 | 5.54% | 3q | -28.0%-$290.0M |
| MORGAN STANLEY | $537.8M | 10,200,979 | 0.03% | 5q | +12.2%+$58.3M |
| AMERIPRISE FINANCIAL INC | $485.6M | 9,213,447 | 0.10% | 4q | -51.2%-$510.4M |
| BANK OF AMERICA CORP /DE/ | $351.1M | 6,660,357 | 0.02% | 3q | -1.4%-$4.9M |
| MML INVESTORS SERVICES, LLC | $324.8M | 6,160,767 | 0.66% | 5q | +17.7%+$48.9M |
| OpenArc Corporate Advisory, LLC | $280.0M | 5,311,398 | 3.33% | 3q | -33.0%-$138.1M |
| SAGESPRING WEALTH PARTNERS, LLC | $278.4M | 5,280,812 | 4.28% | 3q | -29.1%-$114.1M |
| RAYMOND JAMES FINANCIAL INC | $273.3M | 5,183,823 | 0.07% | 5q | +41.1%+$79.7M |
| Cetera Investment Advisers | $269.7M | 5,116,022 | 0.25% | 5q | +6.6%+$16.6M |
| Envestnet Portfolio Solutions, Inc. | $244.5M | 4,637,181 | 1.17% | 5q | -17.0%-$50.0M |
| Merit Financial Group, LLC | $237.2M | 4,498,476 | 0.72% | 5q | +78.7%+$104.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $228.4M | 4,331,839 | 0.12% | 5q | +52.7%+$78.8M |
| NewEdge Advisors, LLC | $154.7M | 2,934,791 | 0.46% | 6q | +19.9%+$25.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $151.9M | 2,881,912 | 0.19% | 5q | +3.8%+$5.6M |
| SOFI WEALTH, LLC | $138.9M | 2,635,605 | 5.59% | 4q | +1.3%+$1.7M |
| Bank of New York Mellon Corp | $134.3M | 2,547,345 | 0.02% | 5q | -20.4%-$34.3M |
| OLD MISSION CAPITAL LLC | $126.9M | 2,406,212 | 2.01% | new | NEW |
| BlackRock, Inc. | $123.7M | 2,346,711 | 0.00% | 7q | +102.5%+$62.6M |
| OneDigital Investment Advisors LLC | $116.1M | 2,202,045 | 0.98% | 5q | -17.7%-$24.9M |
| Foundations Investment Advisors, LLC | $114.1M | 2,163,848 | 1.17% | 5q | -10.9%-$13.9M |
| Abundance Wealth Counselors | $102.2M | 1,939,405 | 6.64% | 6q | +74.1%+$43.5M |
| UBS Group AG | $101.3M | 1,922,376 | 0.01% | 4q | +54.7%+$35.8M |
| ROYAL BANK OF CANADA | $98.1M | 1,861,364 | 0.01% | 7q | +72.1%+$41.1M |
| Arax Advisory Partners | $95.8M | 1,817,689 | 0.64% | 3q | +146.7%+$57.0M |
| OSAIC HOLDINGS, INC. | $91.5M | 1,734,778 | 0.11% | 6q | +8.4%+$7.1M |
| JB Capital LLC | $87.1M | 1,651,778 | 3.01% | 5q | -22.2%-$24.9M |
| Focus Partners Wealth | $80.0M | 1,516,660 | 0.08% | 2q | +4417.4%+$78.2M |
| STIFEL FINANCIAL CORP | $79.2M | 1,502,184 | 0.07% | 5q | -11.7%-$10.5M |
| Destination Wealth Management | $77.2M | 1,464,996 | 1.80% | 3q | -0.9%-$725.1K |
| Advocacy Wealth Management, LLC | $73.0M | 1,384,319 | 2.65% | 5q | -16.0%-$13.9M |
| Sanctuary Advisors, LLC | $71.3M | 1,353,121 | 0.33% | 5q | -15.7%-$13.3M |
| Integrated Wealth Concepts LLC | $70.6M | 1,339,482 | 0.34% | 5q | +54.7%+$25.0M |
| JANE STREET GROUP, LLC | $69.6M | 1,320,642 | 0.01% | 2q | +236.9%+$49.0M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $67.2M | 1,275,000 | 0.37% | 5q | -15.9%-$12.7M |
| Quotient Wealth Partners, LLC | $52.3M | 991,220 | 1.23% | 3q | -5.7%-$3.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $49.5M | 939,162 | 2.44% | 5q | -0.7%-$356.5K |
| Vise Technologies, Inc. | $45.9M | 870,180 | 0.52% | 4q | +258.7%+$33.1M |
| AE Wealth Management LLC | $43.4M | 823,838 | 0.20% | 5q | -17.6%-$9.3M |
| Equitable Holdings, Inc. | $43.4M | 822,877 | 0.26% | 5q | +15.9%+$6.0M |
| Ascent Group, LLC | $42.5M | 806,289 | 1.27% | 5q | -17.1%-$8.8M |
| Atria Investments, Inc | $38.4M | 727,504 | 0.38% | 5q | -18.2%-$8.5M |
| IHT Wealth Management, LLC | $38.0M | 720,220 | 0.81% | 4q | +5.3%+$1.9M |
| Cerity Partners LLC | $37.4M | 708,465 | 0.05% | 2q | -20.4%-$9.6M |
| INTEGRITY ALLIANCE, LLC. | $37.3M | 708,263 | 1.17% | 5q | -16.3%-$7.3M |
| ASSETMARK, INC | $36.6M | 695,064 | 0.06% | 5q | -5.1%-$2.0M |
| Patton Albertson Miller Group, LLC | $36.0M | 682,952 | 3.58% | 3q | +3.2%+$1.1M |
| TRUIST FINANCIAL CORP | $35.8M | 678,726 | 0.04% | 5q | -8.6%-$3.4M |
| Prosperity Consulting Group, LLC | $35.7M | 677,611 | 1.35% | 2q | +8702.4%+$35.3M |
| Quadrature Capital Ltd | $34.1M | 647,452 | 0.29% | new | NEW |
| Kestra Advisory Services, LLC | $33.8M | 641,195 | 0.11% | 5q | +12.1%+$3.6M |
| Tennessee Valley Asset Management Partners | $33.7M | 639,824 | 3.72% | 4q | HELD |
| Bensler, LLC | $33.4M | 632,671 | 2.95% | new | NEW |
| CreativeOne Wealth, LLC | $33.0M | 625,253 | 0.71% | 5q | -22.8%-$9.7M |
| Vestmark Advisory Solutions, Inc. | $32.9M | 624,494 | 0.31% | 5q | +41.3%+$9.6M |
| Parcion Private Wealth LLC | $32.8M | 622,079 | 1.82% | 5q | -12.9%-$4.9M |
| Shepherd Financial Partners LLC | $32.6M | 618,705 | 2.68% | 5q | -0.7%-$224.7K |
| Wharton Business Group, LLC | $31.5M | 598,286 | 1.05% | 2q | +7.5%+$2.2M |
| Icon Wealth Advisors, LLC | $31.2M | 592,488 | 1.88% | 5q | -17.9%-$6.8M |
| Marks Group Wealth Management, Inc | $27.1M | 514,468 | 2.36% | 5q | +165.5%+$16.9M |
| Triad Wealth Partners, LLC | $26.8M | 626,347 | 1.58% | 5q | +4.0%+$1.0M |
| Private Advisor Group, LLC | $26.8M | 507,975 | 0.12% | 5q | +16.7%+$3.8M |
| MGO ONE SEVEN LLC | $26.3M | 498,577 | 0.43% | 5q | -19.4%-$6.3M |
| Scarborough Advisors, LLC | $26.0M | 531,057 | 2.98% | 5q | -15.4%-$4.7M |
| PRINCIPAL SECURITIES, INC. | $25.7M | 487,559 | 0.31% | 5q | +82.0%+$11.6M |
| Steward Partners Investment Advisory, LLC | $25.5M | 483,113 | 0.13% | 5q | -4.1%-$1.1M |
| Sharkey, Howes & Javer | $25.0M | 473,398 | 3.01% | 5q | -20.2%-$6.3M |
| MA Private Wealth | $24.7M | 468,378 | 3.68% | 3q | HELD |
| &PARTNERS | $24.4M | 460,368 | 0.10% | 5q | +55.3%+$8.7M |
| UNIQUE WEALTH, LLC | $24.2M | 458,867 | 2.82% | 3q | -27.6%-$9.2M |
| West Wealth Group, LLC | $23.8M | 451,582 | 3.89% | 5q | -11.7%-$3.1M |
| Stratos Wealth Partners, LTD. | $23.5M | 445,504 | 0.24% | 4q | +2.8%+$636.6K |
| CHOREO, LLC | $23.1M | 437,840 | 0.25% | 3q | +726.9%+$20.3M |
| Greater Midwest Financial Group, LLC | $21.6M | 410,397 | 10.79% | 3q | +61.5%+$8.2M |
| Trek Financial, LLC | $21.4M | 405,645 | 1.06% | 5q | -14.5%-$3.6M |
| Perennial Investment Advisors, LLC | $21.0M | 397,817 | 1.39% | 5q | HELD |
| Concurrent Investment Advisors, LLC | $20.9M | 397,268 | 0.18% | 5q | -3.0%-$653.3K |
| Shah Wealth Advisors, LLC | $20.6M | 391,169 | 4.76% | new | FIRST |
| Global Retirement Partners, LLC | $20.4M | 387,287 | 0.31% | 4q | +44.3%+$6.3M |
| Stone House Investment Management, LLC | $20.4M | 386,933 | 2.71% | 4q | -17.7%-$4.4M |
| Keystone Financial Group | $19.9M | 377,921 | 1.18% | 5q | -9.8%-$2.2M |
| Orion Porfolio Solutions, LLC | $19.2M | 364,081 | 0.15% | 5q | -15.9%-$3.6M |
| Horst & Graben Wealth Management LLC | $18.9M | 382,368 | 2.49% | 5q | -19.7%-$4.6M |
| KWB Wealth | $18.8M | 357,164 | 1.61% | 4q | -14.4%-$3.2M |
| Modern Wealth Management, LLC | $18.8M | 355,654 | 0.22% | 5q | +44.4%+$5.8M |
| CAHILL FINANCIAL ADVISORS INC | $18.0M | 341,560 | 1.73% | 2q | +11.0%+$1.8M |
| HighTower Advisors, LLC | $17.8M | 337,302 | 0.02% | 5q | +93.4%+$8.6M |
| SteelPeak Wealth, LLC | $17.7M | 335,401 | 0.46% | 5q | -20.4%-$4.5M |
| PAX Financial Group, LLC | $17.2M | 326,469 | 2.56% | 5q | -8.4%-$1.6M |
| Farther Finance Advisors, LLC | $16.7M | 316,195 | 0.13% | 5q | -12.0%-$2.3M |
| CFS Investment Advisory Services, LLC | $16.6M | 353,805 | 1.11% | 5q | -25.5%-$5.7M |
| EQ LLC | $16.5M | 312,275 | 4.04% | 5q | -19.3%-$3.9M |
| WEALTH ALLIANCE, LLC | $16.2M | 308,224 | 1.36% | 5q | -6.9%-$1.2M |
| Almanack Investment Partners, LLC. | $16.2M | 307,265 | 2.06% | new | NEW |
| Physician Wealth Advisors, Inc. | $16.1M | 305,913 | 1.93% | 7q | -20.8%-$4.2M |
| Security Financial Services, INC. | $15.9M | 301,712 | 2.21% | 5q | -21.6%-$4.4M |
| Detalus Advisors, LLC | $15.9M | 301,030 | 3.09% | 5q | -7.9%-$1.4M |
| NorthRock Partners, LLC | $15.7M | 297,104 | 0.23% | 4q | -28.2%-$6.2M |
Showing the largest 100 of 661 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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 646 | $15.0B | 286,393,256 | 137 | 172 | 292 | 0.0% |
| Q1 2026 | 525 | $10.1B | 308,116,121 | 75 | 372 | 40 | 0.0% |
| Q4 2025 | 492 | $8.0B | 238,855,473 | 102 | 303 | 30 | 0.0% |
| Q3 2025 | 366 | $6.0B | 174,902,194 | 119 | 230 | 8 | 0.0% |
| Q2 2025 | 264 | $1.8B | 62,149,481 | 239 | 15 | 3 | 0.0% |
| Q1 2025 | 26 | $21.6M | 987,030 | 18 | 3 | 3 | 0.0% |
| Q4 2024 | 9 | $13.2M | 485,868 | 8 | 0 | 0 | 0.0% |