# BLACKROCK ETF TRUST II (CLOA)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CLOA/

- Reporting holders: 8
- Reported value: $44.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $37.0M | 712,776 | 4.2% | 4 |
| [Cox Capital Mgt LLC](https://holderbook.com/funds/1748728-cox-capital-mgt-llc/) | $1.7M | 33,612 | 1.0% | 7 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $1.4M | 27,148 | 0.3% | 3 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $1.2M | 23,756 | 0.1% | 7 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $1.0M | 20,100 | 0.2% | 9 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $954.9K | 18,406 | 0.0% | 4 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $386.9K | 7,457 | 0.0% | 6 |
| [Elm3 Financial Group, LLC](https://holderbook.com/funds/2011201-elm3-financial-group-llc/) | $241.2K | 4,649 | 0.2% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 8 | $44.0M |
| Q2 2026 | 250 | $1.6B |
| Q1 2026 | 215 | $1.5B |
| Q4 2025 | 173 | $894.9M |
| Q3 2025 | 152 | $880.4M |
| Q2 2025 | 127 | $550.0M |
| Q1 2025 | 106 | $418.8M |
| Q4 2024 | 86 | $369.0M |
| Q3 2024 | 80 | $279.6M |
| Q2 2024 | 77 | $192.4M |
| Q1 2024 | 21 | $36.9M |
| Q4 2023 | 16 | $18.9M |