BLACKROCK ENHANCED LARGE CAP (CII)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
119
Reporting holders
$247.9M
Reported value
0.0%
Held as options
+17
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 |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $29.4M | 1,122,851 | 0.01% | 7q | +1.5%+$433.1K |
| MORGAN STANLEY | $20.5M | 783,330 | 0.00% | 35q | +0.9%+$188.0K |
| WELLS FARGO & COMPANY/MN | $20.0M | 766,484 | 0.00% | 31q | -47.3%-$18.0M |
| LPL Financial LLC | $15.0M | 575,046 | 0.00% | 31q | HELD |
| OSAIC HOLDINGS, INC. | $14.8M | 566,894 | 0.02% | 26q | +9.8%+$1.3M |
| BANK OF AMERICA CORP /DE/ | $12.6M | 482,590 | 0.00% | 31q | -2.1%-$270.9K |
| UBS Group AG | $12.6M | 481,270 | 0.00% | 31q | +4.8%+$578.0K |
| GUGGENHEIM CAPITAL LLC | $12.2M | 467,325 | 0.08% | 31q | +24.0%+$2.4M |
| Advisors Asset Management, Inc. | $11.7M | 449,226 | 0.18% | 34q | -3.9%-$475.8K |
| Invesco Ltd. | $10.6M | 406,304 | 0.00% | 31q | +5.4%+$545.8K |
| ENVESTNET ASSET MANAGEMENT INC | $9.4M | 359,249 | 0.00% | 19q | +1.0%+$95.3K |
| PRINCIPAL SECURITIES, INC. | $6.8M | 261,662 | 0.08% | 11q | -2.2%-$155.7K |
| ROYAL BANK OF CANADA | $6.4M | 244,423 | 0.00% | 31q | -5.0%-$335.4K |
| Wealthspire Retirement, LLC | $5.4M | 204,940 | 0.29% | 18q | -2.7%-$146.3K |
| &PARTNERS | $3.7M | 139,858 | 0.02% | 7q | +1.9%+$68.8K |
| TRUIST FINANCIAL CORP | $3.5M | 132,384 | 0.00% | 27q | +4.1%+$135.5K |
| GraniteShares Advisors LLC | $3.2M | 120,550 | 2.03% | 3q | +15.1%+$412.5K |
| Steward Partners Investment Advisory, LLC | $2.4M | 91,093 | 0.01% | 29q | +14.3%+$298.1K |
| Capital Investment Advisory Services, LLC | $2.3M | 87,817 | 0.14% | 6q | -12.9%-$339.7K |
| Cetera Investment Advisers | $2.2M | 82,900 | 0.00% | 19q | -2.0%-$45.2K |
| Arax Advisory Partners | $1.9M | 74,318 | 0.01% | new | NEW |
| Global Retirement Partners, LLC | $1.7M | 64,990 | 0.03% | 8q | +7.6%+$120.0K |
| one8zero8, LLC | $1.7M | 63,853 | 0.33% | 7q | HELD |
| TPG Advisors LLC | $1.6M | 60,956 | 0.87% | 9q | -1.7%-$27.3K |
| AMERIPRISE FINANCIAL INC | $1.6M | 60,289 | 0.00% | 31q | -47.8%-$1.4M |
| FIRST TRUST ADVISORS LP | $1.4M | 53,118 | 0.00% | 10q | -2.0%-$28.7K |
| PMG Family Office LLC | $1.4M | 52,795 | 1.27% | 4q | +1.7%+$23.2K |
| STIFEL FINANCIAL CORP | $1.4M | 51,999 | 0.00% | 31q | -1.7%-$23.9K |
| Private Advisor Group, LLC | $1.2M | 46,498 | 0.01% | 31q | -24.0%-$384.7K |
| Next Level Private LLC | $1.2M | 46,181 | 0.24% | 16q | +1.0%+$11.5K |
| MPWM ADVISORY SOLUTIONS, LLC | $1.2M | 45,312 | 0.54% | 3q | +29.1%+$266.8K |
| J.W. COLE ADVISORS, INC. | $1.1M | 43,708 | 0.02% | new | NEW |
| Integrated Wealth Concepts LLC | $978.3K | 37,411 | 0.00% | 17q | +61.1%+$370.9K |
| Compound Planning, Inc. | $964.8K | 36,893 | 0.03% | 14q | -3.9%-$38.8K |
| CFO4Life Group, LLC | $929.0K | 35,525 | 0.13% | 31q | +0.6%+$5.3K |
| MONEY CONCEPTS CAPITAL CORP | $861.3K | 32,935 | 0.04% | 11q | +1.8%+$15.1K |
| Kestra Advisory Services, LLC | $854.2K | 32,664 | 0.00% | 7q | -14.7%-$147.6K |
| Focus Partners Wealth | $777.3K | 29,723 | 0.00% | 3q | -80.0%-$3.1M |
| CAPTRUST FINANCIAL ADVISORS | $709.1K | 27,117 | 0.00% | 5q | +47.6%+$228.8K |
| REGIONS FINANCIAL CORP | $653.8K | 25,000 | 0.00% | 4q | HELD |
| Advisory Services Network, LLC | $644.1K | 24,631 | 0.01% | 31q | -4.7%-$32.0K |
| Allworth Financial LP | $637.5K | 24,377 | 0.00% | 31q | +4.5%+$27.4K |
| Wealthspire Advisors, LLC | $630.6K | 24,115 | 0.00% | 17q | HELD |
| Financial Security Advisor, Inc. | $628.2K | 24,022 | 0.10% | 12q | HELD |
| DAVENPORT & Co LLC | $613.2K | 23,449 | 0.00% | 20q | -1.0%-$6.3K |
| Tyche Wealth Partners LLC | $588.2K | 22,494 | 0.08% | 11q | HELD |
| Arkadios Wealth Advisors | $538.8K | 20,605 | 0.01% | new | NEW |
| D.A. DAVIDSON & CO. | $537.6K | 20,559 | 0.00% | 22q | HELD |
| MGO ONE SEVEN LLC | $537.2K | 20,542 | 0.01% | new | NEW |
| GREAT VALLEY ADVISOR GROUP, INC. | $533.0K | 20,382 | 0.01% | 14q | HELD |
| VISTA INVESTMENT PARTNERS II, LLC | $492.9K | 18,848 | 0.19% | 7q | HELD |
| Cypress Capital Group | $469.4K | 17,952 | 0.04% | 2q | HELD |
| Creative Planning | $465.2K | 17,788 | 0.00% | 12q | +15.0%+$60.8K |
| 17 CAPITAL PARTNERS, LLC | $463.1K | 17,711 | 0.21% | 5q | +10.5%+$44.1K |
| Nuveen, LLC | $457.3K | 17,486 | 0.00% | new | NEW |
| David J Yvars Group | $451.7K | 17,274 | 0.21% | 23q | +0.9%+$4.1K |
| Stonebridge Financial Group, LLC | $451.2K | 17,255 | 0.03% | 7q | HELD |
| HighTower Advisors, LLC | $439.0K | 16,787 | 0.00% | 7q | -15.7%-$81.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $435.0K | 16,634 | 0.00% | 31q | -17.9%-$95.1K |
| B. Riley Wealth Advisors, Inc. | $431.1K | 16,933 | 0.02% | 30q | -46.3%-$371.5K |
| Shulman DeMeo Asset Management LLC | $421.8K | 16,132 | 0.08% | 19q | -8.1%-$37.0K |
| Geneos Wealth Management Inc. | $400.1K | 15,301 | 0.01% | 42q | +3.4%+$13.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $393.5K | 15,046 | 0.00% | new | NEW |
| Genesee Capital Advisors, LLC | $386.0K | 14,760 | 0.12% | 11q | HELD |
| Westbourne Investment Advisors, Inc. | $362.1K | 13,847 | 0.10% | 5q | HELD |
| AGP FRANKLIN, LLC | $330.0K | 12,618 | 0.14% | 7q | HELD |
| WHITTIER TRUST CO OF NEVADA INC | $322.7K | 12,770 | 0.01% | 2q | -12.9%-$47.8K |
| World Investment Advisors | $322.5K | 15,341 | 0.01% | 4q | -5.1%-$17.3K |
| JANE STREET GROUP, LLC | $319.0K | 12,199 | 0.00% | new | NEW |
| Institute for Wealth Management, LLC. | $310.9K | 11,889 | 0.03% | 31q | -0.7%-$2.1K |
| Sanctuary Advisors, LLC | $309.3K | 11,827 | 0.00% | 9q | HELD |
| Harbour Wealth Management Group, Inc. | $295.6K | 11,303 | 0.20% | 3q | +2.0%+$5.8K |
| LVZ, Inc. | $271.3K | 10,376 | 0.03% | 16q | -26.1%-$96.1K |
| Vanguard Capital Wealth Advisors | $261.5K | 10,000 | 0.18% | 5q | HELD |
| Pathstone Holdings, LLC | $246.2K | 9,416 | 0.00% | 11q | -5.8%-$15.3K |
| CARY STREET PARTNERS FINANCIAL LLC | $230.6K | 8,817 | 0.01% | new | NEW |
| Baird Financial Group, Inc. | $230.1K | 8,799 | 0.00% | new | NEW |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $226.8K | 8,674 | 0.00% | new | NEW |
| Financial Engines Advisors L.L.C. | $217.1K | 8,301 | 0.00% | new | NEW |
| Summit Financial, LLC | $213.7K | 8,172 | 0.00% | new | NEW |
| Ameritas Advisory Services, LLC | $206.6K | 7,900 | 0.00% | new | NEW |
| ROMAN BUTLER FULLERTON & CO | $204.7K | 7,979 | 0.05% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $203.9K | 7,799 | 0.00% | 3q | HELD |
| LANARK FINANCIAL, INC. | $195.4K | 7,471 | 0.01% | 12q | HELD |
| Bogart Wealth, LLC | $173.1K | 6,618 | 0.01% | 27q | HELD |
| Ancora Advisors LLC | $137.3K | 5,249 | 0.00% | 31q | HELD |
| HOLLENCREST CAPITAL MANAGEMENT | $128.0K | 4,896 | 0.01% | 32q | HELD |
| FIFTH THIRD BANCORP | $124.4K | 4,757 | 0.00% | 2q | +46.8%+$39.6K |
| Smartleaf Asset Management LLC | $117.0K | 4,594 | 0.00% | 10q | HELD |
| PRIVATE TRUST CO NA | $113.3K | 4,333 | 0.01% | new | NEW |
| PNC Financial Services Group, Inc. | $93.0K | 3,558 | 0.00% | 31q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $84.0K | 3,213 | 0.01% | new | NEW |
| DT Investment Partners, LLC | $80.6K | 3,082 | 0.01% | 16q | HELD |
| Measured Wealth Private Client Group, LLC | $79.0K | 3,022 | 0.02% | 4q | HELD |
| Axiom Investment Management LLC | $76.0K | 2,904 | 0.05% | 2q | -3.1%-$2.5K |
| MATHER GROUP, LLC. | $68.8K | 2,629 | 0.00% | 2q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $52.5K | 2,006 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $51.7K | 1,976 | 0.00% | 24q | HELD |
| Spectrum Wealth Advisory Group, LLC | $50.5K | 1,932 | 0.01% | new | NEW |
| Rockefeller Capital Management L.P. | $48.5K | 1,855 | 0.00% | 4q | +16.4%+$6.8K |
Showing the largest 100 of 124 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 | 119 | $247.9M | 9,483,362 | 24 | 27 | 28 | 0.0% |
| Q1 2026 | 102 | $209.6M | 9,972,649 | 9 | 74 | 15 | 0.0% |
| Q4 2025 | 106 | $208.7M | 8,928,970 | 14 | 35 | 19 | 0.0% |
| Q3 2025 | 99 | $195.5M | 8,511,231 | 8 | 32 | 24 | 0.0% |
| Q2 2025 | 100 | $190.5M | 8,924,671 | 13 | 32 | 21 | 0.0% |
| Q1 2025 | 99 | $167.9M | 9,067,820 | 9 | 32 | 27 | 0.0% |
| Q4 2024 | 100 | $196.6M | 9,778,864 | 14 | 23 | 31 | 0.0% |
| Q3 2024 | 89 | $189.3M | 9,614,120 | 8 | 22 | 27 | 0.0% |
| Q2 2024 | 93 | $194.9M | 9,752,352 | 10 | 28 | 18 | 0.0% |
| Q1 2024 | 87 | $214.6M | 11,014,990 | 10 | 19 | 24 | 0.0% |
| Q4 2023 | 88 | $191.2M | 10,060,941 | 10 | 24 | 24 | 0.0% |
| Q3 2023 | 77 | $162.7M | 8,723,741 | 5 | 21 | 16 | 0.0% |
| Q2 2023 | 76 | $159.6M | 8,620,804 | 5 | 19 | 23 | 0.0% |
| Q1 2023 | 80 | $152.0M | 8,478,875 | 8 | 14 | 24 | 0.0% |
| Q4 2022 | 79 | $153.3M | 8,978,730 | 6 | 25 | 22 | 0.0% |
| Q3 2022 | 93 | $148.4M | 9,020,212 | 10 | 20 | 30 | 0.0% |
| Q2 2022 | 96 | $157.4M | 8,951,861 | 17 | 22 | 21 | 0.0% |
| Q1 2022 | 90 | $179.6M | 8,630,100 | 12 | 20 | 26 | 0.0% |
| Q4 2021 | 95 | $179.3M | 8,111,356 | 14 | 28 | 17 | 0.0% |
| Q3 2021 | 85 | $161.7M | 8,002,763 | 8 | 26 | 19 | 0.0% |
| Q2 2021 | 87 | $168.4M | 8,176,407 | 7 | 22 | 18 | 0.0% |
| Q1 2021 | 89 | $171.0M | 8,851,496 | 10 | 25 | 23 | 0.0% |
| Q4 2020 | 85 | $161.0M | 9,247,379 | 10 | 22 | 22 | 0.0% |
| Q3 2020 | 77 | $145.3M | 9,399,521 | 6 | 22 | 18 | 0.0% |
| Q2 2020 | 77 | $138.3M | 9,557,712 | 9 | 21 | 23 | 0.0% |
| Q1 2020 | 77 | $133.3M | 10,262,948 | 13 | 23 | 18 | 0.0% |
| Q4 2019 | 70 | $152.8M | 8,854,921 | 5 | 25 | 19 | 0.0% |
| Q3 2019 | 68 | $155.1M | 9,601,168 | 4 | 27 | 14 | 0.0% |
| Q2 2019 | 74 | $154.2M | 9,758,687 | 9 | 25 | 14 | 0.0% |
| Q1 2019 | 74 | $153.9M | 9,759,415 | 3 | 20 | 17 | 0.0% |
| Q4 2018 | 83 | $145.7M | 10,348,082 | 0 | 1 | 2 | 0.0% |