BLACKROCK ENHANCED GLOBAL (BOE)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
108
Reporting holders
$237.7M
Reported value
0.0%
Held as options
-6
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $101.7M | 8,410,855 | 0.01% | 35q | +5.1%+$4.9M |
| Advisors Asset Management, Inc. | $15.7M | 1,301,417 | 0.24% | 34q | +12.1%+$1.7M |
| GUGGENHEIM CAPITAL LLC | $15.4M | 1,274,063 | 0.10% | 31q | +12.5%+$1.7M |
| Karpus Management, Inc. | $14.6M | 1,206,786 | 0.42% | 31q | HELD |
| LAZARD ASSET MANAGEMENT LLC | $10.7M | 886,755 | 0.02% | 11q | HELD |
| Invesco Ltd. | $9.8M | 811,529 | 0.00% | 31q | +3.6%+$343.1K |
| RAYMOND JAMES FINANCIAL INC | $8.2M | 674,791 | 0.00% | 7q | +4.5%+$349.2K |
| WELLS FARGO & COMPANY/MN | $7.7M | 638,049 | 0.00% | 31q | -57.2%-$10.3M |
| LPL Financial LLC | $6.3M | 521,982 | 0.00% | 31q | +6.6%+$393.2K |
| Allspring Global Investments Holdings, LLC | $5.6M | 459,281 | 0.01% | 18q | +14.0%+$682.8K |
| ROYAL BANK OF CANADA | $3.2M | 261,365 | 0.00% | 31q | -0.7%-$21.8K |
| BANK OF AMERICA CORP /DE/ | $2.4M | 198,180 | 0.00% | 31q | -6.8%-$176.0K |
| OSAIC HOLDINGS, INC. | $2.0M | 163,163 | 0.00% | 26q | +26.4%+$412.1K |
| Shaker Financial Services, LLC | $1.9M | 157,824 | 0.60% | 11q | -27.8%-$735.5K |
| ENVESTNET ASSET MANAGEMENT INC | $1.9M | 154,756 | 0.00% | 31q | -17.4%-$393.1K |
| D.A. DAVIDSON & CO. | $1.8M | 148,917 | 0.01% | 16q | +0.6%+$10.9K |
| UBS Group AG | $1.7M | 138,378 | 0.00% | 31q | +3.7%+$59.5K |
| &PARTNERS | $1.7M | 137,577 | 0.01% | 8q | +20.0%+$276.8K |
| EVOLVE PRIVATE WEALTH, LLC | $1.2M | 97,592 | 0.07% | 3q | -4.6%-$56.5K |
| Centurion Wealth Management LLC | $1.0M | 86,561 | 0.25% | 14q | HELD |
| SAX WEALTH ADVISORS, LLC | $934.6K | 85,274 | 0.04% | 3q | HELD |
| Arkadios Wealth Advisors | $908.3K | 75,128 | 0.01% | 23q | HELD |
| AlphaCore Capital LLC | $869.4K | 71,915 | 0.02% | 6q | +1.2%+$10.5K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $851.8K | 70,456 | 0.11% | 15q | +9.1%+$71.2K |
| IHT Wealth Management, LLC | $840.8K | 69,541 | 0.02% | 24q | +2.9%+$24.0K |
| FIFTH THIRD BANCORP | $802.5K | 66,375 | 0.00% | 2q | +7.0%+$52.5K |
| AMERIPRISE FINANCIAL INC | $800.4K | 66,201 | 0.00% | 31q | -51.5%-$850.4K |
| LANARK FINANCIAL, INC. | $758.7K | 62,756 | 0.05% | 12q | +7.7%+$54.0K |
| Cetera Investment Advisers | $725.9K | 60,045 | 0.00% | 15q | -37.6%-$437.7K |
| Merit Financial Group, LLC | $668.0K | 55,252 | 0.00% | 6q | +107.0%+$345.3K |
| Rockefeller Capital Management L.P. | $633.6K | 52,403 | 0.00% | 8q | HELD |
| one8zero8, LLC | $604.5K | 50,000 | 0.12% | 7q | HELD |
| Kestra Advisory Services, LLC | $603.0K | 49,876 | 0.00% | 9q | +26.6%+$126.6K |
| Closed-End Fund Advisors, Inc. | $564.5K | 46,691 | 0.55% | 3q | -5.0%-$29.9K |
| Avory & Company, LLC | $558.5K | 46,196 | 0.70% | 11q | HELD |
| Dakota Wealth Management | $506.5K | 41,891 | 0.01% | 31q | -6.5%-$35.5K |
| STIFEL FINANCIAL CORP | $493.3K | 40,802 | 0.00% | 31q | +4.2%+$20.1K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $458.3K | 37,905 | 0.02% | 31q | -3.9%-$18.4K |
| Ameritas Advisory Services, LLC | $428.0K | 35,404 | 0.01% | 10q | +18.5%+$66.8K |
| Abel Hall, LLC | $399.0K | 33,000 | 0.07% | 5q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $395.9K | 32,745 | 0.00% | 31q | -10.3%-$45.3K |
| Blue Trust, Inc. | $389.2K | 32,190 | 0.00% | 3q | HELD |
| NWF Advisory Services Inc. | $382.8K | 31,660 | 0.04% | 6q | +1.0%+$3.6K |
| UHLMANN PRICE SECURITIES, LLC | $379.6K | 31,396 | 0.01% | 8q | +14.8%+$48.8K |
| Steward Partners Investment Advisory, LLC | $361.6K | 29,912 | 0.00% | 31q | +1.8%+$6.5K |
| CHOREO, LLC | $351.2K | 29,045 | 0.00% | 9q | -6.2%-$23.2K |
| CENTRAL TRUST Co | $326.4K | 27,000 | 0.01% | 2q | HELD |
| Equitable Holdings, Inc. | $323.5K | 26,754 | 0.00% | 7q | HELD |
| XTX Topco Ltd | $316.4K | 26,171 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $303.6K | 25,109 | 0.00% | 2q | +29.0%+$68.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $303.0K | 25,060 | 0.00% | new | NEW |
| Mariner, LLC | $302.7K | 25,038 | 0.00% | 16q | +26.2%+$62.9K |
| Waverly Advisors, LLC | $265.0K | 21,917 | 0.00% | 7q | -3.3%-$9.1K |
| INTEGRATED CAPITAL MANAGEMENT, INC. | $248.7K | 20,574 | 0.17% | 24q | -17.4%-$52.4K |
| NewEdge Advisors, LLC | $233.4K | 19,304 | 0.00% | new | NEW |
| ACCREDITED INVESTOR SERVICES, LLC | $226.7K | 18,752 | 0.13% | 6q | HELD |
| LEVEL FOUR ADVISORY SERVICES, LLC | $222.8K | 18,439 | 0.01% | 3q | +74.2%+$94.9K |
| Kovack Advisors, Inc. | $220.2K | 18,225 | 0.01% | 3q | HELD |
| PNC Financial Services Group, Inc. | $215.3K | 17,808 | 0.00% | 31q | HELD |
| ASHTON THOMAS SECURITIES, LLC | $214.6K | 17,750 | 0.03% | 9q | HELD |
| Snowden Capital Advisors LLC | $213.8K | 17,686 | 0.01% | 3q | +1.0%+$2.0K |
| Integrated Wealth Concepts LLC | $196.0K | 16,211 | 0.00% | 17q | +7.5%+$13.6K |
| READYSTATE ASSET MANAGEMENT LP | $183.9K | 15,209 | 0.01% | new | NEW |
| Moors & Cabot, Inc. | $181.1K | 14,982 | 0.01% | 4q | +0.8%+$1.4K |
| Founders Financial Alliance, LLC | $172.0K | 14,229 | 0.02% | 4q | HELD |
| PMG Family Office LLC | $170.0K | 14,062 | 0.16% | 4q | +2.0%+$3.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $167.3K | 13,623 | 0.00% | 6q | -0.8%-$1.4K |
| HOLLENCREST CAPITAL MANAGEMENT | $164.0K | 13,569 | 0.01% | 15q | HELD |
| DECISION INVESTMENTS, INC | $161.4K | 13,350 | 0.15% | 3q | HELD |
| OPPENHEIMER & CO INC | $158.4K | 13,102 | 0.00% | 2q | HELD |
| Illumine Investment Management, LLC | $156.9K | 0 | 0.10% | 7q | -100.0% |
| Signal Advisors Wealth, LLC | $153.0K | 12,656 | 0.01% | new | NEW |
| Ballast Rock Private Wealth LLC | $149.3K | 12,346 | 0.07% | 3q | HELD |
| AXXCESS WEALTH MANAGEMENT, LLC | $146.1K | 12,088 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $138.6K | 11,467 | 0.00% | 3q | +8.3%+$10.6K |
| COMMERCE BANK | $137.0K | 11,329 | 0.00% | 22q | HELD |
| SPIREPOINT PRIVATE CLIENT, LLC | $134.9K | 11,156 | 0.01% | 10q | HELD |
| Kingsview Wealth Management, LLC | $121.7K | 10,065 | 0.00% | 4q | HELD |
| Modern Wealth Management, LLC | $121.3K | 10,029 | 0.00% | 7q | HELD |
| Pacific Wealth Strategies Group, Inc. | $120.9K | 10,000 | 0.07% | 39q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $103.1K | 8,529 | 0.01% | 3q | +2.0%+$2.0K |
| VSM Wealth Advisory, LLC | $101.9K | 8,431 | 0.03% | 7q | HELD |
| Jackson, Grant Investment Advisers, Inc. | $89.0K | 7,365 | 0.03% | 4q | HELD |
| HARBOUR INVESTMENTS, INC. | $61.3K | 5,067 | 0.00% | 12q | HELD |
| IFP Advisors, Inc | $55.9K | 4,622 | 0.00% | 18q | HELD |
| US BANCORP \DE\ | $53.3K | 4,407 | 0.00% | 30q | HELD |
| WPG Advisers, LLC | $45.5K | 3,766 | 0.03% | 7q | +1.8% |
| Allied Private Wealth LLC | $40.9K | 3,368 | 0.03% | new | FIRST |
| CoreCap Advisors, LLC | $37.2K | 3,075 | 0.00% | 8q | HELD |
| Colonial Trust Co / SC | $26.0K | 2,168 | 0.00% | 2q | HELD |
| Allworth Financial LP | $24.0K | 1,983 | 0.00% | 5q | HELD |
| Crews Bank & Trust | $21.3K | 1,760 | 0.00% | 6q | HELD |
| Pinnacle Bancorp, Inc. | $18.1K | 1,500 | 0.00% | 5q | HELD |
| Farther Finance Advisors, LLC | $17.0K | 1,406 | 0.00% | 4q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $15.7K | 1,300 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $12.4K | 1,022 | 0.00% | 3q | +104.4%+$6.3K |
| GILL CAPITAL PARTNERS, LLC | $12.1K | 1,000 | 0.00% | 2q | HELD |
| Wilmington Savings Fund Society, FSB | $9.4K | 775 | 0.00% | 4q | HELD |
| Institute for Wealth Management, LLC. | $8.5K | 705 | 0.00% | new | NEW |
| Larson Financial Group LLC | $8.5K | 702 | 0.00% | 17q | +2.0% |
Showing the largest 100 of 115 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 | 108 | $237.7M | 19,654,441 | 9 | 36 | 19 | 0.0% |
| Q1 2026 | 114 | $227.6M | 20,760,995 | 16 | 42 | 18 | 0.0% |
| Q4 2025 | 107 | $260.6M | 22,256,302 | 13 | 38 | 25 | 0.0% |
| Q3 2025 | 93 | $239.0M | 20,653,355 | 10 | 26 | 28 | 0.0% |
| Q2 2025 | 92 | $232.5M | 20,483,571 | 12 | 24 | 34 | 0.0% |
| Q1 2025 | 92 | $227.4M | 20,939,635 | 12 | 26 | 33 | 0.0% |
| Q4 2024 | 93 | $243.9M | 22,641,901 | 10 | 20 | 35 | 0.0% |
| Q3 2024 | 86 | $263.6M | 23,410,297 | 7 | 16 | 38 | 0.0% |
| Q2 2024 | 88 | $261.2M | 24,624,204 | 7 | 24 | 28 | 0.0% |
| Q1 2024 | 90 | $399.8M | 38,143,555 | 9 | 35 | 22 | 0.0% |
| Q4 2023 | 98 | $286.4M | 28,874,774 | 12 | 30 | 25 | 0.0% |
| Q3 2023 | 98 | $209.3M | 22,192,503 | 16 | 25 | 25 | 0.0% |
| Q2 2023 | 86 | $220.8M | 21,926,612 | 4 | 24 | 24 | 0.0% |
| Q1 2023 | 89 | $216.8M | 21,822,672 | 10 | 23 | 30 | 0.0% |
| Q4 2022 | 84 | $214.6M | 22,446,068 | 14 | 28 | 24 | 0.0% |
| Q3 2022 | 96 | $203.8M | 23,129,424 | 11 | 31 | 24 | 0.0% |
| Q2 2022 | 98 | $226.0M | 23,089,889 | 14 | 36 | 24 | 0.0% |
| Q1 2022 | 99 | $262.2M | 23,181,884 | 17 | 33 | 21 | 0.0% |
| Q4 2021 | 95 | $270.5M | 22,189,823 | 14 | 29 | 19 | 0.0% |
| Q3 2021 | 85 | $256.4M | 21,875,263 | 7 | 29 | 25 | 0.0% |
| Q2 2021 | 87 | $274.9M | 21,892,962 | 5 | 22 | 29 | 0.0% |
| Q1 2021 | 93 | $270.5M | 23,536,614 | 10 | 28 | 26 | 0.0% |
| Q4 2020 | 97 | $230.3M | 21,114,423 | 11 | 22 | 28 | 0.0% |
| Q3 2020 | 89 | $199.5M | 20,851,307 | 12 | 18 | 28 | 0.0% |
| Q2 2020 | 83 | $195.2M | 20,726,743 | 7 | 21 | 26 | 0.0% |
| Q1 2020 | 89 | $184.3M | 22,214,956 | 8 | 30 | 20 | 0.0% |
| Q4 2019 | 93 | $225.1M | 20,484,637 | 10 | 29 | 19 | 0.0% |
| Q3 2019 | 94 | $224.5M | 21,521,581 | 11 | 28 | 23 | 0.0% |
| Q2 2019 | 95 | $232.5M | 21,669,200 | 7 | 28 | 23 | 0.0% |
| Q1 2019 | 101 | $233.4M | 21,818,906 | 6 | 30 | 35 | 0.0% |
| Q4 2018 | 106 | $202.8M | 21,639,833 | 1 | 1 | 4 | 0.0% |