BLACKROCK ETF TRUST II (SHYM)
Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.
144
Reporting holders
$458.3M
Reported value
0.0%
Held as options
+8
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 |
|---|---|---|---|---|---|
| Orgel Wealth Management, LLC | $182.9M | 8,146,410 | 3.47% | new | NEW |
| LPL Financial LLC | $59.1M | 2,630,748 | 0.01% | 9q | +82.0%+$26.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $29.7M | 1,321,690 | 0.04% | 15q | +3.0%+$861.6K |
| OSAIC HOLDINGS, INC. | $18.8M | 838,089 | 0.02% | 20q | +33.9%+$4.8M |
| ENVESTNET ASSET MANAGEMENT INC | $17.1M | 762,198 | 0.00% | 10q | +24.4%+$3.4M |
| JPMORGAN CHASE & CO | $9.3M | 415,599 | 0.00% | 9q | +8.6%+$735.7K |
| HighTower Advisors, LLC | $8.3M | 371,409 | 0.01% | 15q | +18.4%+$1.3M |
| Quotient Wealth Partners, LLC | $7.3M | 323,488 | 0.17% | 11q | +7.1%+$484.1K |
| Dynasty Wealth Management, LLC | $7.1M | 317,510 | 0.05% | 10q | +4.7%+$321.8K |
| Trust Co | $6.4M | 286,957 | 0.58% | 14q | -1.7%-$112.4K |
| Prentice Wealth Management LLC | $5.5M | 247,048 | 1.14% | 13q | +14.2%+$690.2K |
| MML INVESTORS SERVICES, LLC | $4.9M | 217,172 | 0.01% | 8q | +14.8%+$627.9K |
| FORTE ASSET MANAGEMENT LLC | $4.0M | 178,446 | 1.64% | 8q | HELD |
| Evergreen Wealth Partners LLC | $3.7M | 162,722 | 2.19% | 3q | +7.5%+$255.6K |
| Rialto Wealth Management, LLC | $3.6M | 161,516 | 0.72% | 4q | +47.3%+$1.2M |
| IHT Wealth Management, LLC | $3.5M | 157,020 | 0.07% | 8q | -42.8%-$2.6M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $3.5M | 154,176 | 0.05% | 6q | -12.8%-$507.4K |
| Ashton Thomas Private Wealth, LLC | $3.1M | 138,370 | 0.06% | 6q | -1.1%-$33.0K |
| Vertex Planning Partners, LLC | $3.1M | 135,923 | 0.45% | 9q | +16.3%+$428.3K |
| Cetera Investment Advisers | $2.4M | 107,759 | 0.00% | 4q | +2.5%+$59.6K |
| FourThought Financial Partners, LLC | $2.4M | 106,231 | 0.18% | 10q | HELD |
| TRUIST FINANCIAL CORP | $2.4M | 105,171 | 0.00% | 20q | +12.2%+$256.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $2.2M | 96,618 | 0.01% | 2q | +757.9%+$1.9M |
| DeLarme Wealth Management, Inc. | $2.2M | 96,134 | 1.25% | 3q | +7.9%+$158.5K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $2.0M | 88,577 | 0.10% | 8q | +26.5%+$416.0K |
| Legacy Advisory Services, LLC | $1.8M | 80,200 | 1.27% | 2q | HELD |
| Ausdal Financial Partners, Inc. | $1.8M | 78,991 | 0.07% | 10q | +2.7%+$46.0K |
| Private Advisor Group, LLC | $1.7M | 77,325 | 0.01% | 6q | +9.1%+$145.0K |
| Aspen Wealth Management LLC | $1.7M | 75,007 | 0.29% | 9q | +75.7%+$725.5K |
| WCG Wealth Advisors LLC | $1.6M | 69,927 | 0.04% | 4q | -16.5%-$309.6K |
| Keebeck Wealth Management | $1.5M | 68,406 | 0.15% | 4q | -13.9%-$248.2K |
| SK Wealth Management, LLC | $1.4M | 64,431 | 0.32% | 3q | -25.3%-$482.7K |
| Elequin Capital, LP | $1.4M | 63,097 | 0.04% | new | NEW |
| COFG Advisors, LLC | $1.3M | 59,216 | 0.23% | 3q | -2.1%-$27.9K |
| Ellis Investment Partners, LLC | $1.2M | 54,487 | 0.19% | 3q | +63.2%+$473.7K |
| Vestmark Advisory Solutions, Inc. | $1.2M | 53,942 | 0.01% | 2q | -8.3%-$109.2K |
| Diversify Advisory Services, LLC | $1.2M | 53,449 | 0.02% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $1.2M | 53,449 | 0.02% | 3q | +14.6%+$151.1K |
| Joseph Group Capital Management | $1.2M | 52,776 | 0.25% | 5q | -12.5%-$169.8K |
| MBA Advisors LLC | $1.2M | 51,825 | 0.39% | 3q | +5.0%+$55.5K |
| Stratos Wealth Partners, LTD. | $1.1M | 50,080 | 0.01% | 3q | +15.1%+$147.8K |
| Envestnet Portfolio Solutions, Inc. | $1.1M | 49,785 | 0.01% | 8q | +40.2%+$320.6K |
| Wealth Advisors of Tampa Bay, LLC | $1.0M | 45,000 | 0.31% | 3q | HELD |
| World Investment Advisors | $999.5K | 44,520 | 0.02% | 2q | HELD |
| Indivisible Partners | $990.3K | 44,111 | 0.06% | new | NEW |
| Tolleson Wealth Management, Inc. | $965.9K | 43,025 | 0.13% | 7q | -34.4%-$506.8K |
| Financial Engines Advisors L.L.C. | $962.1K | 42,855 | 0.00% | 4q | HELD |
| Objective Capital Management, LLC | $938.3K | 41,796 | 0.83% | 5q | +3.7%+$33.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $924.0K | 41,342 | 0.00% | 7q | +154.5%+$560.9K |
| NewEdge Advisors, LLC | $847.1K | 37,732 | 0.00% | new | NEW |
| Legacy Edge Advisors, LLC | $840.5K | 37,438 | 0.05% | 3q | +29.8%+$193.0K |
| Beacon Pointe Advisors, LLC | $818.4K | 36,452 | 0.00% | 4q | +0.9%+$7.3K |
| Orion Porfolio Solutions, LLC | $761.6K | 33,924 | 0.01% | 8q | -5.2%-$42.1K |
| Marietta Wealth Management, LLC | $759.6K | 33,837 | 0.08% | new | NEW |
| ShoreHaven Wealth Partners, LLC | $758.7K | 33,794 | 0.24% | 8q | +2.7%+$20.2K |
| Advisory Resource Group | $726.7K | 32,370 | 0.11% | 5q | -77.8%-$2.5M |
| Tortuga Wealth Management, Inc | $698.0K | 31,092 | 0.53% | new | NEW |
| JANE STREET GROUP, LLC | $697.6K | 31,072 | 0.00% | 8q | -76.4%-$2.3M |
| BETO FINANCIAL GROUP, LLC | $689.3K | 30,953 | 0.36% | 3q | +18.1%+$105.8K |
| Per Stirling Capital Management, LLC. | $677.4K | 30,175 | 0.06% | 4q | +0.7%+$4.6K |
| Creative Planning | $660.5K | 29,421 | 0.00% | 10q | -19.5%-$160.3K |
| Kestra Advisory Services, LLC | $648.3K | 28,876 | 0.00% | 5q | -16.2%-$125.6K |
| Beta Wealth Group, Inc. | $646.8K | 28,810 | 0.24% | 16q | -7.8%-$54.9K |
| &PARTNERS | $644.2K | 28,694 | 0.00% | 8q | +15.7%+$87.6K |
| Weitzel Financial Services, Inc. | $634.4K | 28,327 | 0.22% | 5q | +69.4%+$259.8K |
| OLD MISSION CAPITAL LLC | $618.2K | 27,539 | 0.01% | 2q | -21.2%-$166.2K |
| Destiny Wealth Partners, LLC | $614.9K | 27,780 | 0.09% | 4q | -42.9%-$462.6K |
| FOCUSED ALPHA, LLC | $599.6K | 26,709 | 0.15% | new | NEW |
| Summit Financial, LLC | $582.7K | 25,955 | 0.01% | new | NEW |
| RFG Advisory, LLC | $579.2K | 25,799 | 0.01% | 6q | +32.8%+$143.0K |
| Apollon Wealth Management, LLC | $566.5K | 25,233 | 0.01% | 9q | -1.9%-$11.2K |
| Kuhn & Co Investment Counsel | $532.5K | 23,720 | 0.31% | 9q | HELD |
| RETIREMENT PLANNING GROUP, LLC / NY | $518.1K | 23,077 | 0.28% | 2q | +18.4%+$80.4K |
| Sovereign Financial Group, Inc. | $504.9K | 22,492 | 0.08% | 2q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $492.8K | 21,951 | 0.01% | 3q | -20.0%-$122.8K |
| SAGESPRING WEALTH PARTNERS, LLC | $482.6K | 21,496 | 0.01% | 2q | -32.3%-$230.7K |
| Private Wealth Asset Management, LLC | $482.0K | 21,470 | 0.05% | 2q | HELD |
| Sowell Financial Services LLC | $468.7K | 20,876 | 0.02% | 4q | +86.3%+$217.1K |
| Ameritas Advisory Services, LLC | $466.6K | 20,782 | 0.01% | new | NEW |
| Premier Path Wealth Partners, LLC | $465.8K | 20,747 | 0.05% | 9q | +16.1%+$64.7K |
| Horizon Wealth Management, LLC | $453.1K | 20,184 | 0.06% | 2q | +34.6%+$116.4K |
| Dynamic Advisor Solutions LLC | $446.2K | 19,875 | 0.01% | 3q | +9.4%+$38.2K |
| Veracity Capital LLC | $444.5K | 19,801 | 0.12% | 11q | HELD |
| FLAGSHIP HARBOR ADVISORS, LLC | $442.6K | 19,715 | 0.02% | 2q | +68.5%+$179.9K |
| Advyzon Investment Management, LLC | $417.5K | 18,596 | 0.03% | new | NEW |
| Tower Research Capital LLC (TRC) | $399.7K | 17,806 | 0.01% | 3q | +48.2%+$130.1K |
| Bedel Financial Consulting, Inc. | $387.1K | 17,242 | 0.04% | 3q | HELD |
| Cornerstone Wealth Management, LLC | $378.6K | 16,864 | 0.02% | 2q | +6.0%+$21.3K |
| Integrated Wealth Concepts LLC | $367.2K | 16,354 | 0.00% | 2q | +64.8%+$144.3K |
| Equitable Holdings, Inc. | $356.0K | 15,859 | 0.00% | 7q | +2.1%+$7.5K |
| ARQ WEALTH ADVISORS, LLC | $355.4K | 16,000 | 0.04% | new | NEW |
| PERSPECTIVE WEALTH ADVISORS LLC | $349.3K | 15,557 | 0.19% | new | NEW |
| Camarda Financial Advisors, LLC | $340.4K | 15,162 | 0.10% | 6q | -0.9%-$3.1K |
| Advisory Services Network, LLC | $329.8K | 14,691 | 0.00% | 5q | +2.3%+$7.5K |
| Capital Asset Advisory Services LLC | $329.8K | 14,691 | 0.01% | 5q | +0.7%+$2.1K |
| AXXCESS WEALTH MANAGEMENT, LLC | $329.8K | 14,691 | 0.01% | new | NEW |
| Brookwood Investment Group LLC | $320.6K | 14,281 | 0.04% | 4q | -10.0%-$35.8K |
| ALTERNA WEALTH MANAGEMENT, INC | $318.0K | 14,166 | 0.18% | new | NEW |
| PRINCIPAL SECURITIES, INC. | $316.8K | 14,113 | 0.00% | 2q | +14.2%+$39.5K |
| Arrowroot Family Office, LLC | $316.2K | 14,085 | 0.09% | 2q | +33.3%+$79.0K |
Showing the largest 100 of 150 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 | 144 | $458.3M | 20,418,687 | 22 | 59 | 35 | 0.0% |
| Q1 2026 | 136 | $229.8M | 10,436,113 | 27 | 61 | 22 | 0.0% |
| Q4 2025 | 130 | $198.3M | 8,920,478 | 21 | 52 | 28 | 0.0% |
| Q3 2025 | 110 | $174.8M | 7,826,233 | 26 | 43 | 24 | 0.0% |
| Q2 2025 | 99 | $159.9M | 7,161,213 | 24 | 30 | 28 | 0.0% |
| Q1 2025 | 91 | $158.7M | 7,098,101 | 22 | 29 | 16 | 0.0% |
| Q4 2024 | 82 | $101.0M | 4,457,649 | 21 | 29 | 13 | 0.0% |
| Q3 2024 | 70 | $104.1M | 4,311,770 | 24 | 23 | 4 | 0.0% |
| Q2 2024 | 53 | $65.9M | 2,915,381 | 17 | 11 | 9 | 0.0% |
| Q1 2024 | 36 | $42.4M | 1,886,556 | 13 | 9 | 5 | 0.0% |
| Q4 2023 | 30 | $55.7M | 2,518,276 | 9 | 5 | 6 | 0.0% |
| Q3 2023 | 22 | $22.1M | 1,069,544 | 3 | 6 | 5 | 0.0% |
| Q2 2023 | 23 | $23.2M | 1,066,279 | 5 | 8 | 2 | 0.0% |
| Q1 2023 | 19 | $14.3M | 664,197 | 4 | 4 | 5 | 0.0% |
| Q4 2022 | 21 | $13.0M | 616,409 | 9 | 4 | 5 | 0.0% |
| Q3 2022 | 19 | $17.5M | 853,011 | 6 | 2 | 5 | 0.0% |
| Q2 2022 | 15 | $15.6M | 718,890 | 6 | 5 | 1 | 0.0% |
| Q1 2022 | 13 | $20.4M | 861,336 | 5 | 4 | 2 | 0.0% |
| Q4 2021 | 8 | $22.2M | 850,555 | 2 | 4 | 2 | 0.0% |
| Q3 2021 | 8 | $24.7M | 933,615 | 5 | 1 | 2 | 0.0% |
| Q2 2021 | 3 | $25.3M | 951,951 | 0 | 0 | 2 | 0.0% |
| Q1 2021 | 3 | $25.2M | 994,111 | 3 | 0 | 0 | 0.0% |