Filing Research | BLACKROCK ETF TRUST II Institutional Holdings

Snapshot holdings

50 / 87 loaded

#		Instrument	quantity
1	Envestnet Portfolio Solutions, Inc.	Shares	2.3MSH	$113.7M
2	Merit Financial Group, LLC	Shares	844.5KSH	$42.5M
3	Sharkey, Howes & Javer	Shares	315.9KSH	$15.9M
4	Horst & Graben Wealth Management LLC	Shares	195.0KSH	$9.8M
5	Kelly Financial Services LLC	Shares	179.7KSH	$9.0M
6	SteelPeak Wealth, LLC	Shares	179.3KSH	$9.0M
7	MILESTONE ASSET MANAGEMENT, LLC	Shares	141.0KSH	$7.1M
8	Brookstone Capital Management	Shares	103.9KSH	$5.2M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	97.3KSH	$4.9M
10	Scarborough Advisors, LLC	Shares	85.0KSH	$4.3M
11	Cobblestone Asset Management LLC	Shares	73.7KSH	$3.7M
12	Blue Trust, Inc.	Shares	71.3KSH	$3.6M
13	Peak Wealth Management LLC	Shares	68.9KSH	$3.5M
14	SigFig Wealth Management, LLC	Shares	68.5KSH	$3.5M
15	Farther Finance Advisors, LLC	Shares	61.6KSH	$3.1M
16	Mayflower Financial Advisors, LLC	Shares	61.2KSH	$3.1M
17	ShoreHaven Wealth Partners, LLC	Shares	55.4KSH	$2.8M
18	Redhawk Wealth Advisors, Inc.	Shares	52.1KSH	$2.6M
19	Focus Financial Network, Inc.	Shares	49.5KSH	$2.5M
20	Chatterton & Associates Inc.	Shares	48.6KSH	$2.4M
21	Hoxton Planning & Management, LLC	Shares	42.9KSH	$2.2M
22	INDEPENDENT FINANCIAL GROUP, LLC	Shares	40.5KSH	$2.0M
23	Apollon Wealth Management, LLC	Shares	36.5KSH	$1.8M
24	RFG Advisory, LLC	Shares	36.5KSH	$1.8M
25	ALTERNA WEALTH MANAGEMENT, INC	Shares	33.8KSH	$1.7M
26	Atlatl Advisers LLC	Shares	31.0KSH	$1.6M
27	Cypress Wealth Services, LLC	Shares	31.0KSH	$1.6M
28	BridgePort Financial Solutions, LLC	Shares	30.0KSH	$1.5M
29	LIFELONG WEALTH ADVISORS, INC.	Shares	28.8KSH	$1.5M
30	Balefire, LLC	Shares	28.4KSH	$1.4M
31	ONE WEALTH CAPITAL MANAGEMENT, LLC	Shares	27.5KSH	$1.4M
32	Tempus Wealth Planning, LLC	Shares	24.7KSH	$1.2M
33	Patriot Financial Group Insurance Agency, LLC	Shares	23.7KSH	$1.2M
34	Cassilly Financial Group LLC	Shares	21.0KSH	$1.1M
35	B.O.S.S. Retirement Advisors, LLC	Shares	20.8KSH	$1.0M
36	B. Riley Wealth Advisors, Inc.	Shares	19.6KSH	$991.0K
37	SWMG, LLC	Shares	19.3KSH	$966.9K
38	Capital Investment Management, Inc.	Shares	18.3KSH	$922.7K
39	JFS WEALTH ADVISORS, LLC	Shares	17.7KSH	$891.9K
40	Polaris Investment Advisors, LLC	Shares	16.7KSH	$839.9K
41	CFS Investment Advisory Services, LLC	Shares	16.5KSH	$828.7K
42	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	16.3KSH	$817.7K
43	First Heartland Consultants, Inc.	Shares	15.8KSH	$792.9K
44	IFP Advisors, Inc	Shares	15.7KSH	$787.2K
45	RDA Financial Network	Shares	15.6KSH	$783.6K
46	Avidian Wealth Enterprises, LLC	Shares	15.5KSH	$777.1K
47	CoreCap Advisors, LLC	Shares	14.4KSH	$726.4K
48	Retirement Wealth Solutions LLC	Shares	14.2KSH	$714.7K
49	Two West Capital Advisors LLC	Shares	14.2KSH	$709.1K
50	XY Planning Network, Inc.	Shares	13.8KSH	$692.8K

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Manager changes2026-06-30 vs 2026-03-31

50 / 87 loaded

#		Instrument
1	Envestnet Portfolio Solutions, Inc. new	Shares	+2.3M	+$113.7M	$113.7M
2	Merit Financial Group, LLC new	Shares	+844.5K	+$42.5M	$42.5M
3	Sharkey, Howes & Javer new	Shares	+315.9K	+$15.9M	$15.9M
4	Horst & Graben Wealth Management LLC new	Shares	+195.0K	+$9.8M	$9.8M
5	Kelly Financial Services LLC new	Shares	+179.7K	+$9.0M	$9.0M
6	SteelPeak Wealth, LLC new	Shares	+179.3K	+$9.0M	$9.0M
7	MILESTONE ASSET MANAGEMENT, LLC new	Shares	+141.0K	+$7.1M	$7.1M
8	Brookstone Capital Management new	Shares	+103.9K	+$5.2M	$5.2M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+97.3K	+$4.9M	$4.9M
10	Scarborough Advisors, LLC new	Shares	+85.0K	+$4.3M	$4.3M
11	Cobblestone Asset Management LLC new	Shares	+73.7K	+$3.7M	$3.7M
12	Blue Trust, Inc. new	Shares	+71.3K	+$3.6M	$3.6M
13	Peak Wealth Management LLC new	Shares	+68.9K	+$3.5M	$3.5M
14	SigFig Wealth Management, LLC new	Shares	+68.5K	+$3.5M	$3.5M
15	Farther Finance Advisors, LLC new	Shares	+61.6K	+$3.1M	$3.1M
16	Mayflower Financial Advisors, LLC new	Shares	+61.2K	+$3.1M	$3.1M
17	ShoreHaven Wealth Partners, LLC new	Shares	+55.4K	+$2.8M	$2.8M
18	Redhawk Wealth Advisors, Inc. new	Shares	+52.1K	+$2.6M	$2.6M
19	Focus Financial Network, Inc. new	Shares	+49.5K	+$2.5M	$2.5M
20	Chatterton & Associates Inc. new	Shares	+48.6K	+$2.4M	$2.4M
21	Hoxton Planning & Management, LLC new	Shares	+42.9K	+$2.2M	$2.2M
22	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+40.5K	+$2.0M	$2.0M
23	Apollon Wealth Management, LLC new	Shares	+36.5K	+$1.8M	$1.8M
24	RFG Advisory, LLC new	Shares	+36.5K	+$1.8M	$1.8M
25	ALTERNA WEALTH MANAGEMENT, INC new	Shares	+33.8K	+$1.7M	$1.7M
26	Atlatl Advisers LLC new	Shares	+31.0K	+$1.6M	$1.6M
27	Cypress Wealth Services, LLC new	Shares	+31.0K	+$1.6M	$1.6M
28	BridgePort Financial Solutions, LLC new	Shares	+30.0K	+$1.5M	$1.5M
29	LIFELONG WEALTH ADVISORS, INC. new	Shares	+28.8K	+$1.5M	$1.5M
30	Balefire, LLC new	Shares	+28.4K	+$1.4M	$1.4M
31	ONE WEALTH CAPITAL MANAGEMENT, LLC new	Shares	+27.5K	+$1.4M	$1.4M
32	Tempus Wealth Planning, LLC new	Shares	+24.7K	+$1.2M	$1.2M
33	Patriot Financial Group Insurance Agency, LLC new	Shares	+23.7K	+$1.2M	$1.2M
34	Cassilly Financial Group LLC new	Shares	+21.0K	+$1.1M	$1.1M
35	B.O.S.S. Retirement Advisors, LLC new	Shares	+20.8K	+$1.0M	$1.0M
36	B. Riley Wealth Advisors, Inc. new	Shares	+19.6K	+$991.0K	$991.0K
37	SWMG, LLC new	Shares	+19.3K	+$966.9K	$966.9K
38	Capital Investment Management, Inc. new	Shares	+18.3K	+$922.7K	$922.7K
39	JFS WEALTH ADVISORS, LLC new	Shares	+17.7K	+$891.9K	$891.9K
40	Polaris Investment Advisors, LLC new	Shares	+16.7K	+$839.9K	$839.9K
41	CFS Investment Advisory Services, LLC new	Shares	+16.5K	+$828.7K	$828.7K
42	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC new	Shares	+16.3K	+$817.7K	$817.7K
43	First Heartland Consultants, Inc. new	Shares	+15.8K	+$792.9K	$792.9K
44	IFP Advisors, Inc new	Shares	+15.7K	+$787.2K	$787.2K
45	RDA Financial Network new	Shares	+15.6K	+$783.6K	$783.6K
46	Avidian Wealth Enterprises, LLC new	Shares	+15.5K	+$777.1K	$777.1K
47	CoreCap Advisors, LLC new	Shares	+14.4K	+$726.4K	$726.4K
48	Retirement Wealth Solutions LLC new	Shares	+14.2K	+$714.7K	$714.7K
49	Two West Capital Advisors LLC new	Shares	+14.2K	+$709.1K	$709.1K
50	XY Planning Network, Inc. new	Shares	+13.8K	+$692.8K	$692.8K

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