BLACKROCK ETF TRUST (IDEF)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
267
Reporting holders
$3.9B
Reported value
0.0%
Held as options
+53
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 | $1.7B | 51,978,476 | 0.39% | 2q | +16.7%+$236.1M |
| LPL Financial LLC | $529.8M | 16,670,755 | 0.12% | 3q | +30.4%+$123.6M |
| MORGAN STANLEY | $192.6M | 6,061,453 | 0.01% | 3q | +36.3%+$51.3M |
| MML INVESTORS SERVICES, LLC | $141.0M | 4,437,994 | 0.29% | 2q | +50.1%+$47.1M |
| Envestnet Portfolio Solutions, Inc. | $140.7M | 4,426,641 | 0.67% | 2q | +12.2%+$15.3M |
| Cetera Investment Advisers | $104.3M | 3,282,053 | 0.10% | 2q | +16.9%+$15.1M |
| JPMORGAN CHASE & CO | $84.9M | 2,711,003 | 0.00% | 2q | +9.2%+$7.1M |
| Bank of New York Mellon Corp | $78.7M | 2,477,448 | 0.01% | 2q | +21.8%+$14.1M |
| Foundations Investment Advisors, LLC | $67.1M | 2,112,012 | 0.69% | 2q | +19.2%+$10.8M |
| JB Capital LLC | $58.7M | 1,845,628 | 2.03% | 2q | +16.4%+$8.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $48.7M | 1,531,597 | 0.06% | 2q | +34.4%+$12.5M |
| NewEdge Advisors, LLC | $46.1M | 1,450,258 | 0.14% | 2q | +126.3%+$25.7M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $40.8M | 1,285,564 | 0.22% | 2q | +20.1%+$6.8M |
| STIFEL FINANCIAL CORP | $34.1M | 1,073,687 | 0.03% | 2q | +19.9%+$5.7M |
| Wharton Business Group, LLC | $27.5M | 865,845 | 0.92% | 2q | +7.6%+$1.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $24.7M | 776,896 | 0.00% | 4q | +885.8%+$22.2M |
| Atria Investments, Inc | $22.4M | 705,138 | 0.22% | 2q | +19.6%+$3.7M |
| TRUIST FINANCIAL CORP | $19.7M | 618,342 | 0.02% | 2q | +16.5%+$2.8M |
| Icon Wealth Advisors, LLC | $17.9M | 562,235 | 1.08% | 2q | +16.9%+$2.6M |
| ASSETMARK, INC | $17.2M | 541,576 | 0.03% | 2q | +4.7%+$779.6K |
| JANE STREET GROUP, LLC | $16.2M | 509,972 | 0.00% | 4q | +1088.6%+$14.8M |
| Sanctuary Advisors, LLC | $15.5M | 486,815 | 0.07% | 2q | +15.7%+$2.1M |
| BlackRock, Inc. | $14.8M | 466,717 | 0.00% | 5q | +4.6%+$647.5K |
| Sharkey, Howes & Javer | $14.2M | 446,691 | 1.71% | 2q | +43.5%+$4.3M |
| PRINCIPAL SECURITIES, INC. | $13.2M | 416,843 | 0.16% | 2q | +118.0%+$7.2M |
| ROYAL BANK OF CANADA | $12.9M | 406,033 | 0.00% | 2q | +20.9%+$2.2M |
| SteelPeak Wealth, LLC | $12.0M | 377,114 | 0.31% | 2q | +19.5%+$2.0M |
| Stratos Wealth Partners, LTD. | $11.6M | 365,691 | 0.12% | 2q | +4246.7%+$11.4M |
| Prosperity Consulting Group, LLC | $10.8M | 341,234 | 0.41% | new | NEW |
| Orion Porfolio Solutions, LLC | $10.2M | 321,623 | 0.08% | 2q | +23.1%+$1.9M |
| Merit Financial Group, LLC | $10.2M | 320,356 | 0.03% | 2q | +152.2%+$6.1M |
| INTEGRITY ALLIANCE, LLC. | $10.0M | 314,266 | 0.31% | new | NEW |
| &PARTNERS | $9.7M | 303,824 | 0.04% | 2q | +72.6%+$4.1M |
| Global Retirement Partners, LLC | $9.1M | 286,979 | 0.14% | new | NEW |
| PAX Financial Group, LLC | $9.1M | 285,074 | 1.35% | 2q | +13.2%+$1.1M |
| Keystone Financial Services | $9.1M | 284,897 | 2.33% | 2q | +21.1%+$1.6M |
| Integrated Wealth Concepts LLC | $9.0M | 283,071 | 0.04% | 2q | +107.3%+$4.7M |
| RAYMOND JAMES FINANCIAL INC | $8.6M | 269,710 | 0.00% | new | NEW |
| SWMG, LLC | $8.5M | 268,814 | 1.99% | 2q | +33.1%+$2.1M |
| Equitable Holdings, Inc. | $7.9M | 248,823 | 0.05% | 2q | +75.9%+$3.4M |
| Trek Financial, LLC | $7.9M | 247,299 | 0.39% | 2q | +20.5%+$1.3M |
| Legacy Financial Group LLC | $7.4M | 233,931 | 0.84% | 2q | +30.1%+$1.7M |
| Modern Wealth Management, LLC | $7.3M | 228,351 | 0.09% | 2q | +38.6%+$2.0M |
| Brookstone Capital Management | $7.0M | 221,228 | 0.07% | 2q | +30.6%+$1.6M |
| Regal Investment Advisors LLC | $6.9M | 215,719 | 0.36% | 2q | +23.1%+$1.3M |
| Steward Partners Investment Advisory, LLC | $6.8M | 215,149 | 0.03% | 2q | +162.4%+$4.2M |
| Rothschild Wealth LLC | $6.7M | 212,388 | 0.54% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.3M | 198,230 | 0.01% | 2q | +12.7%+$715.6K |
| OSAIC HOLDINGS, INC. | $6.2M | 196,071 | 0.01% | 2q | +66.2%+$2.5M |
| Sigma Planning Corp | $6.1M | 190,399 | 0.15% | 2q | HELD |
| Diversify Advisory Services, LLC | $5.9M | 182,404 | 0.10% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $5.9M | 182,404 | 0.10% | 2q | +29.3%+$1.3M |
| JMAC ENTERPRISES LLC | $5.8M | 183,731 | 0.98% | new | NEW |
| WEALTH ALLIANCE, LLC | $5.7M | 180,153 | 0.48% | 2q | -13.0%-$859.1K |
| Advisory Services Network, LLC | $5.5M | 172,798 | 0.06% | 2q | +1.0%+$54.0K |
| Invst, LLC | $5.5M | 172,470 | 0.53% | 2q | +20.2%+$922.6K |
| Cresset Asset Management, LLC | $5.4M | 168,518 | 0.02% | new | NEW |
| Farther Finance Advisors, LLC | $5.2M | 165,154 | 0.04% | 2q | +50.6%+$1.8M |
| Apollon Wealth Management, LLC | $5.0M | 157,771 | 0.06% | 2q | +157.3%+$3.1M |
| Blue Trust, Inc. | $4.9M | 155,284 | 0.05% | 2q | +4.3%+$204.9K |
| Private Advisor Group, LLC | $4.9M | 155,171 | 0.02% | 2q | +104.8%+$2.5M |
| Bay Harbor Wealth Management, LLC | $4.8M | 150,962 | 1.11% | 2q | +7.8%+$345.5K |
| WealthShield Partners, LLC | $4.8M | 149,677 | 0.73% | 2q | +11.2%+$478.8K |
| Fifth Third Wealth Advisors LLC | $4.7M | 148,905 | 0.13% | 2q | +45.0%+$1.5M |
| BCGM Wealth Management, LLC | $4.7M | 148,236 | 1.00% | 2q | +16.2%+$656.4K |
| Vise Technologies, Inc. | $4.4M | 136,936 | 0.05% | new | NEW |
| World Investment Advisors | $4.3M | 134,991 | 0.07% | 2q | +7.7%+$309.4K |
| TWIN PEAKS WEALTH ADVISORS, LLC | $4.3M | 135,051 | 0.97% | 2q | +23.9%+$829.2K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $4.3M | 133,752 | 0.21% | 2q | +126.2%+$2.4M |
| Concurrent Investment Advisors, LLC | $4.2M | 131,191 | 0.04% | 2q | +31.0%+$986.8K |
| Vestmark Advisory Solutions, Inc. | $4.0M | 126,374 | 0.04% | 2q | +183.0%+$2.6M |
| WCG Wealth Advisors LLC | $4.0M | 126,199 | 0.10% | new | NEW |
| ENDEAVOR PRIVATE WEALTH, INC. | $3.9M | 124,160 | 0.96% | 2q | +37.6%+$1.1M |
| Cobblestone Asset Management LLC | $3.9M | 123,418 | 1.64% | 2q | +12.4%+$433.3K |
| VestGen Advisors, LLC | $3.8M | 118,579 | 0.11% | 2q | +24.6%+$743.6K |
| SigFig Wealth Management, LLC | $3.7M | 117,322 | 0.10% | 2q | +20.4%+$622.4K |
| Gateway Wealth Partners, LLC | $3.6M | 113,969 | 0.22% | 2q | -36.3%-$2.1M |
| ELEVATION POINT WEALTH PARTNERS, LLC | $3.5M | 111,562 | 0.07% | 2q | +15.6%+$478.0K |
| Able Wealth Management LLC | $3.4M | 107,622 | 0.78% | 2q | +168.6%+$2.1M |
| Snowden Capital Advisors LLC | $3.4M | 105,957 | 0.08% | new | NEW |
| Redhawk Wealth Advisors, Inc. | $3.3M | 102,604 | 0.32% | new | NEW |
| Simplicity Wealth,LLC | $3.2M | 101,393 | 0.11% | 2q | +55.2%+$1.1M |
| Daviman Financial, LLC | $3.1M | 98,114 | 1.72% | new | NEW |
| OLD MISSION CAPITAL LLC | $3.1M | 97,916 | 0.05% | new | NEW |
| Elequin Capital, LP | $3.1M | 96,009 | 0.09% | new | NEW |
| Cypress Wealth Services, LLC | $3.0M | 95,826 | 0.37% | 2q | +18.4%+$473.7K |
| RESOLUTE WEALTH ADVISOR, INC. | $3.0M | 92,066 | 1.71% | 3q | HELD |
| Ameritas Advisory Services, LLC | $3.0M | 94,771 | 0.06% | 2q | +1037.6%+$2.7M |
| Sovran Advisors, LLC | $3.0M | 91,478 | 0.22% | 2q | +23.8%+$571.0K |
| LIBERTY WEALTH MANAGEMENT LLC | $2.9M | 89,625 | 0.37% | 2q | HELD |
| Founders Financial Alliance, LLC | $2.8M | 89,441 | 0.38% | 2q | +31957.7%+$2.8M |
| Keebeck Wealth Management | $2.8M | 89,280 | 0.28% | 2q | +11.0%+$282.1K |
| HighTower Advisors, LLC | $2.8M | 88,345 | 0.00% | 2q | +161.1%+$1.7M |
| CORE WEALTH ADVISORS, LLC | $2.8M | 87,852 | 2.06% | 2q | +12.1%+$302.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $2.8M | 87,366 | 0.00% | new | NEW |
| CITIGROUP INC | $2.7M | 86,516 | 0.00% | 2q | +456.8%+$2.3M |
| Pinion Investment Advisors, LLC | $2.7M | 86,321 | 0.52% | new | NEW |
| Polaris Investment Advisors, LLC | $2.7M | 84,002 | 1.71% | 2q | +149.0%+$1.6M |
| Arax Advisory Partners | $2.6M | 83,010 | 0.02% | new | NEW |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | $2.6M | 82,595 | 0.74% | 2q | +37.3%+$712.8K |
Showing the largest 100 of 276 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 | 267 | $3.9B | 124,111,986 | 69 | 167 | 18 | 0.0% |
| Q1 2026 | 214 | $3.3B | 101,768,576 | 201 | 9 | 0 | 0.0% |
| Q4 2025 | 11 | $16.4M | 533,649 | 4 | 2 | 3 | 0.0% |
| Q3 2025 | 6 | $15.5M | 485,965 | 3 | 0 | 0 | 0.0% |
| Q2 2025 | 5 | $14.3M | 492,288 | 4 | 0 | 0 | 0.0% |