Vault-13

BLACKROCK ETF TRUST II SHYM

SHORT DURATION H · ETP · CUSIP 092528108

150 institutional holders +8 vs Q1 2026
21,130,53521.1m shares reported held*
$474.3mreported value*
21 new 68 added 36 reduced 10 sold out net bought ≈ $230.7m (+10.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($208.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $22.45.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 20Q4 22: 24Q1 23: 22Q2 23: 27Q3 23: 27Q4 23: 36Q1 24: 42Q2 24: 59Q3 24: 78Q4 24: 92Q1 25: 100Q2 25: 108Q3 25: 118Q4 25: 137Q1 26: 142Q2 26: 150150Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202220
Q4 202224
Q1 202322
Q2 202327
Q3 202327
Q4 202336
Q1 202442
Q2 202459
Q3 202478
Q4 202492
Q1 2025100
Q2 2025108
Q3 2025118
Q4 2025137
Q1 2026142
Q2 2026150

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 53 bought or addedQ3 24: 12 cut or sold outQ4 24: 59 bought or addedQ4 24: 25 cut or sold outQ4 24Q1 25: 58 bought or addedQ1 25: 30 cut or sold outQ2 25: 62 bought or addedQ2 25: 49 cut or sold outQ2 25Q3 25: 76 bought or addedQ3 25: 39 cut or sold outQ4 25: 82 bought or addedQ4 25: 41 cut or sold outQ4 25Q1 26: 95 bought or addedQ1 26: 42 cut or sold outQ2 26: 89 bought or addedQ2 26: 46 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245312
Q4 20245925
Q1 20255830
Q2 20256249
Q3 20257639
Q4 20258241
Q1 20269542
Q2 20268946

Biggest buyers

Orgel Wealth Management, LLC New +8,146,410+8.1m
LPL Financial LLC Added +1,185,089+1.2m
OSAIC HOLDINGS, INC. Added +212,356+212.4k
Cambridge Investment Research Advisors, Inc. Added +193,358+193.4k
ENVESTNET ASSET MANAGEMENT INC Added +149,516+149.5k
UNITED CAPITAL FINANCIAL ADVISORS, LLC Added +85,356+85.4k
Elequin Capital, LP New +63,097+63.1k
HighTower Advisors, LLC Added +57,711+57.7k
Diversify Advisory Services, LLC New +53,449+53.4k
Rialto Wealth Management, LLC Added +51,860+51.9k

Biggest sellers

IHT Wealth Management, LLC Reduced -117,396-117.4k
Advisory Resource Group Reduced -113,287-113.3k
JANE STREET GROUP, LLC Reduced -100,706-100.7k
Independent Advisor Alliance Sold out -65,373-65.4k
Avior Wealth Management, LLC Sold out -42,522-42.5k
Focus Partners Advisor Solutions, LLC Sold out -29,918-29.9k
Redhawk Wealth Advisors, Inc. Sold out -28,964-29.0k
Allworth Financial LP Reduced -26,652-26.7k
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Reduced -22,600-22.6k
Tolleson Wealth Management, Inc. Reduced -22,575-22.6k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Orgel Wealth Management, LLC 3.47% of their portfolio ALTOONA, WI 8,146,4108.1m $182.9m $182.9m 3.47% New
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 2,630,7482.6m $59.1m $59.1m 0.01% Added +1.2m +1,185,089
3 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 1,321,6901.3m $29.7m $29.7m 0.04% Added +38.4k +38,380
4 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 838,089838.1k $18.8m $18.8m 0.02% Added +212.4k +212,356
5 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 762,198762.2k $17.1m $17.1m 0.00% Added +149.5k +149,516
6 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 415,599415.6k $9.3m $9.3m 0.00% Added +32.8k +32,779
7 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 390,454390.5k $8.8m $8.8m 0.01% Added +193.4k +193,358
8 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 371,409371.4k $8.3m $8.3m 0.01% Added +57.7k +57,711
9 Quotient Wealth Partners, LLC 0.17% of their portfolio DALLAS, TX 323,488323.5k $7.3m $7.3m 0.17% Added +21.6k +21,565
10 Dynasty Wealth Management, LLC 0.05% of their portfolio ST. PETERSBURG, FL 317,510317.5k $7.1m $7.1m 0.05% Added +14.3k +14,332
11 Trust Co 0.58% of their portfolio MANHATTAN, KS 286,957287.0k $6.4m $6.4m 0.58% Reduced -5.0k -5,007
12 Prentice Wealth Management LLC 1.15% of their portfolio Rochester, NY 247,048247.0k $5.5m $5.5m 1.15% Added +30.7k +30,743
13 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 217,172217.2k $4.9m $4.9m 0.01% Added +28.0k +27,970
14 FORTE ASSET MANAGEMENT LLC 1.64% of their portfolio BEDFORD, NY 178,446178.4k $4.0m $4.0m 1.64% Added +34 +34
15 Evergreen Wealth Partners LLC 2.19% of their portfolio KALISPELL, MT 162,722162.7k $3.7m $3.7m 2.19% Added +11.4k +11,386
16 Rialto Wealth Management, LLC 0.72% of their portfolio SYRACUSE, NY 161,516161.5k $3.6m $3.6m 0.72% Added +51.9k +51,860
17 IHT Wealth Management, LLC 0.08% of their portfolio Chicago, IL 157,020157.0k $3.5m $3.5m 0.08% Reduced -117.4k -117,396
18 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.05% of their portfolio MINNEAPOLIS, MN 154,176154.2k $3.5m $3.5m 0.05% Reduced -22.6k -22,600
19 Ashton Thomas Private Wealth, LLC 0.06% of their portfolio SCOTTSDALE, AZ 138,370138.4k $3.1m $3.1m 0.06% Reduced -1.5k -1,471
20 Capital Analysts, LLC 0.07% of their portfolio FORT WASHINGTON, PA 137,977138.0k $3.1m $3.1m 0.07% Reduced -2.4k -2,387
21 Vertex Planning Partners, LLC 0.45% of their portfolio DOWNERS GROVE, IL 135,923135.9k $3.1m $3.1m 0.45% Added +19.1k +19,080
22 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 107,759107.8k $2.4m $2.4m 0.00% Added +2.7k +2,653
23 FourThought Financial Partners, LLC 0.18% of their portfolio VENICE, FL 106,231106.2k $2.4m $2.4m 0.18% Added +97 +97
24 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 105,171105.2k $2.4m $2.4m 0.00% Added +11.4k +11,422
25 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 105,010105.0k $2.4m $2.4m 0.00% Added +21.0k +21,004
26 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 96,61896.6k $2.2m $2.2m 0.01% Added +85.4k +85,356
27 DeLarme Wealth Management, Inc. 1.25% of their portfolio PALOS VERDES ESTATES, CA 96,13496.1k $2.2m $2.2m 1.25% Added +7.1k +7,058
28 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.10% of their portfolio Westlake, OH 88,57788.6k $2.0m $2.0m 0.10% Added +18.5k +18,532
29 Legacy Advisory Services, LLC 1.27% of their portfolio Exton, PA 80,20080.2k $1.8m $1.8m 1.27% Reduced -300 -300
30 Ausdal Financial Partners, Inc. 0.07% of their portfolio Davenport, IA 78,99179.0k $1.8m $1.8m 0.07% Added +2.0k +2,047
31 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 77,32577.3k $1.7m $1.7m 0.01% Added +6.5k +6,461
32 Aspen Wealth Management LLC 0.29% of their portfolio FORT WORTH, TX 75,00775.0k $1.7m $1.7m 0.29% Added +32.3k +32,314
33 WCG Wealth Advisors LLC 0.04% of their portfolio LAS VEGAS, NV 69,92769.9k $1.6m $1.6m 0.04% Reduced -13.8k -13,791
34 Keebeck Wealth Management 0.15% of their portfolio Chicago, IL 68,40668.4k $1.5m $1.5m 0.15% Reduced -11.1k -11,056
35 SK Wealth Management, LLC 0.32% of their portfolio PROVIDENCE, RI 64,43164.4k $1.4m $1.4m 0.32% Reduced -21.8k -21,811
36 Elequin Capital, LP 0.05% of their portfolio NEW YORK, NY 63,09763.1k $1.4m $1.4m 0.05% New
37 COFG Advisors, LLC 0.23% of their portfolio OAK BROOK, IL 59,21659.2k $1.3m $1.3m 0.23% Reduced -1.2k -1,242
38 Ellis Investment Partners, LLC 0.19% of their portfolio Berwyn, PA 54,48754.5k $1.2m $1.2m 0.19% Added +21.1k +21,102
39 Vestmark Advisory Solutions, Inc. 0.01% of their portfolio Wakefield, MA 53,94253.9k $1.2m $1.2m 0.01% Reduced -4.9k -4,864
40 Diversify Advisory Services, LLC 0.02% of their portfolio SANDY, UT 53,44953.4k $1.2m $1.2m 0.02% New
41 DIVERSIFY WEALTH MANAGEMENT, LLC 0.02% of their portfolio SANDY, UT 53,44953.4k $1.2m $1.2m 0.02% Added +6.8k +6,814
42 Joseph Group Capital Management 0.25% of their portfolio COLUMBUS, OH 52,77652.8k $1.2m $1.2m 0.25% Reduced -7.6k -7,565
43 MBA Advisors LLC 0.40% of their portfolio HERMITAGE, PA 51,82551.8k $1.2m $1.2m 0.40% Added +2.5k +2,471
44 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 50,08050.1k $1.1m $1.1m 0.01% Added +6.6k +6,585
45 Envestnet Portfolio Solutions, Inc. 0.01% of their portfolio BERWYN, PA 49,78549.8k $1.1m $1.1m 0.01% Added +14.3k +14,279
46 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 48,49248.5k $1.1m $1.1m 0.01% Added +3.9k +3,915
47 Wealth Advisors of Tampa Bay, LLC 0.31% of their portfolio TAMPA, FL 45,00045.0k $1.0m $1.0m 0.31% Unchanged
48 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 44,52044.5k $999.5k $999.5k 0.02% Reduced -146 -146
49 Indivisible Partners 0.06% of their portfolio CLEARWATER, FL 44,11144.1k $990.3k $990.3k 0.06% New
50 Tolleson Wealth Management, Inc. 0.13% of their portfolio DALLAS, TX 43,02543.0k $965.9k $965.9k 0.13% Reduced -22.6k -22,575
51 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 42,85542.9k $962.1k $962.1k 0.00% Unchanged
52 Objective Capital Management, LLC 0.83% of their portfolio Fairlawn, OH 41,79641.8k $938.3k $938.3k 0.83% Added +1.5k +1,500
53 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 41,34241.3k $924.0k $924.0k 0.00% Added +25.1k +25,097
54 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 37,73237.7k $847.1k $847.1k 0.00% Added +35.4k +35,373
55 Legacy Edge Advisors, LLC 0.08% of their portfolio SYOSSET, NY 37,43837.4k $840.5k $840.5k 0.08% Added +8.6k +8,598
56 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 36,45236.5k $818.4k $818.4k 0.00% Added +327 +327
57 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 33,92433.9k $761.6k $761.6k 0.01% Reduced -1.9k -1,876
58 Marietta Wealth Management, LLC 0.08% of their portfolio MARIETTA, GA 33,83733.8k $759.6k $759.6k 0.08% New
59 ShoreHaven Wealth Partners, LLC 0.24% of their portfolio Red Bank, NJ 33,79433.8k $758.7k $758.7k 0.24% Added +901 +901
60 Advisory Resource Group 0.11% of their portfolio Tulsa, OK 32,37032.4k $726.7k $726.7k 0.11% Reduced -113.3k -113,287
61 Tortuga Wealth Management, Inc 0.53% of their portfolio TORRANCE, CA 31,09231.1k $698.0k $698.0k 0.53% New
62 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 31,07231.1k $697.6k $697.6k 0.00% Reduced -100.7k -100,706
63 BETO FINANCIAL GROUP, LLC 0.36% of their portfolio BOISE, ID 30,95331.0k $689.3k $689.3k 0.36% Added +4.8k +4,752
64 Per Stirling Capital Management, LLC. 0.06% of their portfolio AUSTIN, TX 30,17530.2k $677.4k $677.4k 0.06% Added +205 +205
65 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 29,42129.4k $660.5k $660.5k 0.00% Reduced -7.1k -7,142
66 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 28,87628.9k $648.3k $648.3k 0.00% Reduced -5.6k -5,595
67 Beta Wealth Group, Inc. 0.24% of their portfolio SAN DIEGO, CA 28,81028.8k $646.8k $646.8k 0.24% Reduced -2.4k -2,444
68 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 28,69428.7k $644.2k $644.2k 0.00% Added +3.9k +3,900
69 Weitzel Financial Services, Inc. 0.22% of their portfolio DUBUQUE, IA 28,32728.3k $634.4k $634.4k 0.22% Added +11.6k +11,601
70 Destiny Wealth Partners, LLC 0.09% of their portfolio TAVARES, FL 27,78027.8k $614.9k $614.9k 0.09% Reduced -20.9k -20,900
71 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 27,53927.5k $618.2k $618.2k 0.02% Reduced -7.4k -7,404
72 FOCUSED ALPHA, LLC 0.15% of their portfolio DENVER, CO 26,70926.7k $599.6k $599.6k 0.15% New
73 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 25,95526.0k $582.7k $582.7k 0.01% New
74 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 25,79925.8k $579.2k $579.2k 0.01% Added +6.4k +6,368
75 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 25,23325.2k $566.5k $566.5k 0.01% Reduced -500 -500
76 Kuhn & Co Investment Counsel 0.31% of their portfolio Chicago, IL 23,72023.7k $532.5k $532.5k 0.31% Unchanged
77 RETIREMENT PLANNING GROUP, LLC / NY 0.28% of their portfolio MALTA, NY 23,07723.1k $518.1k $518.1k 0.28% Added +3.6k +3,582
78 Sovereign Financial Group, Inc. 0.08% of their portfolio STAMFORD, CT 22,49222.5k $504.9k $504.9k 0.08% Unchanged
79 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 21,95122.0k $492.8k $492.8k 0.01% Reduced -5.5k -5,471
80 SAGESPRING WEALTH PARTNERS, LLC 0.01% of their portfolio FRANKLIN, TN 21,49621.5k $482.6k $482.6k 0.01% Reduced -10.3k -10,278
81 Private Wealth Asset Management, LLC 0.05% of their portfolio OMAHA, NE 21,47021.5k $482.0k $482.0k 0.05% Unchanged
82 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 20,87620.9k $468.7k $468.7k 0.02% Added +9.7k +9,669
83 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 20,78220.8k $466.6k $466.6k 0.01% New
84 Premier Path Wealth Partners, LLC 0.05% of their portfolio MADISON, NJ 20,74720.7k $465.8k $465.8k 0.05% Added +2.9k +2,881
85 Horizon Wealth Management, LLC 0.06% of their portfolio LA GRANGE, IL 20,18420.2k $453.1k $453.1k 0.06% Added +5.2k +5,184
86 Serenity Investment Advisors 0.19% of their portfolio CHICAGO, IL 19,99520.0k $442.4k $442.4k 0.19% Added +882 +882
87 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 19,87519.9k $446.2k $446.2k 0.01% Added +1.7k +1,703
88 Veracity Capital LLC 0.12% of their portfolio Atlanta, GA 19,80119.8k $444.5k $444.5k 0.12% Unchanged
89 FLAGSHIP HARBOR ADVISORS, LLC 0.02% of their portfolio BOSTON, MA 19,71519.7k $442.6k $442.6k 0.02% Added +8.0k +8,013
90 Advyzon Investment Management, LLC 0.03% of their portfolio LISLE, IL 18,59618.6k $417.5k $417.5k 0.03% New
91 Tower Research Capital LLC (TRC) 0.01% of their portfolio NEW YORK, NY 17,80617.8k $399.7k $399.7k 0.01% Added +5.8k +5,793
92 Bedel Financial Consulting, Inc. 0.04% of their portfolio INDIANAPOLIS, IN 17,24217.2k $387.1k $387.1k 0.04% Added +6 +6
93 Cornerstone Wealth Management, LLC 0.02% of their portfolio ST. PETERS, MO 16,86416.9k $378.6k $378.6k 0.02% Added +950 +950
94 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 16,53716.5k $371.0k $371.0k 0.00% New
95 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 16,35416.4k $367.2k $367.2k 0.00% Added +6.4k +6,428
96 ARQ WEALTH ADVISORS, LLC 0.04% of their portfolio SCOTTSDALE, AZ 16,00016.0k $355.4k $355.4k 0.04% New
97 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 15,85915.9k $356.0k $356.0k 0.00% Added +333 +333
98 PERSPECTIVE WEALTH ADVISORS LLC 0.19% of their portfolio LOVELAND, CO 15,55715.6k $349.3k $349.3k 0.19% New
99 Camarda Financial Advisors, LLC 0.10% of their portfolio FLEMING ISLAND, FL 15,16215.2k $340.4k $340.4k 0.10% Reduced -138 -138
100 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 14,69114.7k $329.8k $329.8k 0.00% Added +336 +336