Vault-13

BLACKROCK ETF TRUST II INMU

ISHARES INTERMED · ETP · CUSIP 092528207

104 institutional holders +22 vs Q4 2025
22,901,46322.9m shares reported held*
$547.5mreported value*
31 new 44 added 16 reduced 9 sold out net bought ≈ $272.3m (+11.4m 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. Holder counts are more reliable. Implied quarter-end price ≈ $23.91.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 13Q4 22: 22Q1 23: 24Q2 23: 20Q3 23: 20Q4 23: 20Q1 24: 19Q2 24: 20Q3 24: 25Q4 24: 35Q1 25: 40Q2 25: 52Q3 25: 63Q4 25: 82Q1 26: 104104Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202213
Q4 202222
Q1 202324
Q2 202320
Q3 202320
Q4 202320
Q1 202419
Q2 202420
Q3 202425
Q4 202435
Q1 202540
Q2 202552
Q3 202563
Q4 202582
Q1 2026104

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 10 bought or addedQ2 24: 8 cut or sold outQ3 24: 15 bought or addedQ3 24: 8 cut or sold outQ3 24Q4 24: 15 bought or addedQ4 24: 9 cut or sold outQ1 25: 19 bought or addedQ1 25: 10 cut or sold outQ1 25Q2 25: 33 bought or addedQ2 25: 11 cut or sold outQ3 25: 43 bought or addedQ3 25: 16 cut or sold outQ3 25Q4 25: 54 bought or addedQ4 25: 24 cut or sold outQ1 26: 75 bought or addedQ1 26: 25 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024108
Q3 2024158
Q4 2024159
Q1 20251910
Q2 20253311
Q3 20254316
Q4 20255424
Q1 20267525

Biggest buyers

Arax Advisory Partners Added +2,124,837+2.1m
Vestmark Advisory Solutions, Inc. New +2,040,791+2.0m
Dynasty Wealth Management, LLC Added +1,545,451+1.5m
LPL Financial LLC Added +943,582+943.6k
SAGESPRING WEALTH PARTNERS, LLC Added +688,687+688.7k
JPMORGAN CHASE & CO Added +664,065+664.1k
OpenArc Corporate Advisory, LLC Added +539,684+539.7k
Resonant Capital Advisors, LLC New +509,341+509.3k
COMMONWEALTH EQUITY SERVICES, LLC Added +327,292+327.3k
ENVESTNET ASSET MANAGEMENT INC Added +275,638+275.6k

Biggest sellers

HighTower Advisors, LLC Reduced -31,191-31.2k
PUREfi Wealth, LLC Sold out -24,064-24.1k
Elequin Capital, LP Sold out -22,316-22.3k
Centerline Wealth Advisors, LLC Reduced -22,289-22.3k
Focus Partners Wealth Reduced -15,163-15.2k
WELLS FARGO & COMPANY/MN Sold out -13,015-13.0k
GOLDMAN SACHS GROUP INC Sold out -8,890-8.9k
Cambridge Investment Research Advisors, Inc. Reduced -8,888-8.9k
Beacon Capital Management, LLC Sold out -8,378-8.4k
Cornerstone Wealth Management, LLC Sold out -8,355-8.4k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Dynasty Wealth Management, LLC 0.69% of their portfolio ST. PETERSBURG, FL 3,290,2513.3m $78.7m $78.7m 0.69% Added +1.5m +1,545,451
2 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 2,527,6882.5m $60.4m $60.4m 0.02% Added +943.6k +943,582
3 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,292,4332.3m $54.7m $54.7m 0.00% Added +664.1k +664,065
4 Arax Advisory Partners 1.46% of their portfolio NEW YORK, NY 2,157,6042.2m $51.6m $51.6m 1.46% Added +2.1m +2,124,837
5 Vestmark Advisory Solutions, Inc. 0.54% of their portfolio Wakefield, MA 2,040,7912.0m $48.8m $48.8m 0.54% New
6 SAGESPRING WEALTH PARTNERS, LLC 0.82% of their portfolio FRANKLIN, TN 1,871,2461.9m $44.7m $44.7m 0.82% Added +688.7k +688,687
7 OpenArc Corporate Advisory, LLC 0.37% of their portfolio ATLANTA, GA 1,084,4291.1m $25.9m $25.9m 0.37% Added +539.7k +539,684
8 Larson Financial Group LLC 0.76% of their portfolio ST LOUIS, MO 994,752994.8k $23.8m $23.8m 0.76% Added +94.1k +94,078
9 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 820,350820.4k $19.6m $19.6m 0.03% Added +327.3k +327,292
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 605,563605.6k $14.5m $14.5m 0.00% Added +275.6k +275,638
11 Resonant Capital Advisors, LLC 0.64% of their portfolio Madison, WI 509,341509.3k $12.2m $12.2m 0.64% New
12 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 336,813336.8k $8.1m $8.1m 0.01% Added +64.6k +64,560
13 Keystone Financial Group, Inc. 3.50% of their portfolio ATLANTA, GA 281,882281.9k $6.7m $6.7m 3.50% Added +14.9k +14,877
14 Merit Financial Group, LLC 0.04% of their portfolio ALPHARETTA, GA 252,938252.9k $6.0m $6.0m 0.04% Added +138.9k +138,853
15 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 247,216247.2k $5.9m $5.9m 0.01% Added +179.8k +179,764
16 Paulson Wealth Management Inc. 1.29% of their portfolio West Palm Beach, FL 229,364229.4k $5.5m $5.5m 1.29% Added +28.4k +28,393
17 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 206,834206.8k $4.9m $4.9m 0.01% Added +162.6k +162,554
18 FORTE ASSET MANAGEMENT LLC 1.78% of their portfolio BEDFORD, NY 170,000170.0k $4.1m $4.1m 1.78% Added +20.0k +20,000
19 UNIQUE WEALTH, LLC 0.56% of their portfolio TAMPA, FL 168,880168.9k $4.0m $4.0m 0.56% Reduced -3.6k -3,560
20 Advisory Resource Group 0.66% of their portfolio Tulsa, OK 161,228161.2k $3.9m $3.9m 0.66% Added +29.5k +29,476
21 McKinley Carter Wealth Services, Inc. 0.19% of their portfolio WHEELING, WV 140,269140.3k $3.4m $3.4m 0.19% Added +5.2k +5,215
22 Frisch Financial Group, Inc. 0.64% of their portfolio MELVILLE, NY 128,996129.0k $3.1m $3.1m 0.64% Added +71.2k +71,190
23 Archer Investment Management, LLC 1.29% of their portfolio AUSTIN, TX 127,835127.8k $3.1m $3.1m 1.29% Added +106.7k +106,683
24 Skyline Advisors, Inc. 1.03% of their portfolio BELLINGHAM, WA 123,923123.9k $3.0m $3.0m 1.03% Added +29.3k +29,309
25 Geneos Wealth Management Inc. 0.07% of their portfolio ENGLEWOOD, CO 120,826120.8k $2.9m $2.9m 0.07% New
26 Centerline Wealth Advisors, LLC 0.87% of their portfolio LOUISVILLE, KY 101,214101.2k $2.4m $2.4m 0.87% Reduced -22.3k -22,289
27 MGO ONE SEVEN LLC 0.04% of their portfolio Beachwood, OH 88,94888.9k $2.1m $2.1m 0.04% Added +26.3k +26,305
28 Cyndeo Wealth Partners, LLC 0.11% of their portfolio ST. PETERSBURG, FL 87,94987.9k $2.1m $2.1m 0.11% Added +3.5k +3,467
29 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 83,09483.1k $2.0m $2.0m 0.00% Reduced -31.2k -31,191
30 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 82,95683.0k $2.0m $2.0m 0.00% New
31 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 80,11380.1k $1.9m $1.9m 0.01% Added +30.7k +30,668
32 Lansing Street Advisors 0.42% of their portfolio AMBLER, PA 70,29070.3k $1.7m $1.7m 0.42% Added +30.8k +30,820
33 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 69,63469.6k $1.7m $1.7m 0.00% New
34 Independent Advisor Alliance 0.02% of their portfolio CHARLOTTE, NC 68,39568.4k $1.6m $1.6m 0.02% New
35 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 59,45459.5k $1.4m $1.4m 0.03% New
36 LongView Wealth Management 0.36% of their portfolio ATLANTA, GA 58,89858.9k $1.4m $1.4m 0.36% Added +898 +898
37 Dynamic Advisor Solutions LLC 0.04% of their portfolio PHOENIX, AZ 57,33057.3k $1.4m $1.4m 0.04% Added +8.5k +8,490
38 Apella Capital, LLC 0.02% of their portfolio WEST HARTFORD, CT 56,97857.0k $1.4m $1.4m 0.02% New
39 Intrua Financial, LLC 0.14% of their portfolio Houston, TX 56,39756.4k $1.3m $1.3m 0.14% Added +4.9k +4,867
40 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 56,37856.4k $1.3m $1.3m 0.00% Added +17 +17
41 Financial Connections Group, Inc. 0.42% of their portfolio CORTE MADERA, CA 50,55250.6k $1.2m $1.2m 0.42% Added +44.0k +43,965
42 Landmark Wealth Management, LLC 0.32% of their portfolio MELVILLE, NY 49,90649.9k $1.2m $1.2m 0.32% Added +8.2k +8,198
43 CWM, LLC 0.00% of their portfolio OMAHA, NE 46,79546.8k $1.1m $1.1m 0.00% Added +12.0k +12,010
44 SimpliFi, Inc. 0.45% of their portfolio SAN DIEGO, CA 44,48744.5k $1.1m $1.1m 0.45% Added +228 +228
45 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 43,17643.2k $1.0m $1.0m 0.01% New
46 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 43,16043.2k $1.0m $1.0m 0.01% Added +4.4k +4,402
47 MMA ASSET MANAGEMENT LLC 0.35% of their portfolio New York, NY 41,46741.5k $991.5k $991.5k 0.35% Added +4.8k +4,761
48 SILVERLAKE WEALTH MANAGEMENT LLC 0.20% of their portfolio WILLISTON, VT 39,74539.7k $950.3k $950.3k 0.20% New
49 Contango Wealth Management LLC 0.90% of their portfolio OAKLAND, CA 32,21432.2k $770.2k $770.2k 0.90% New
50 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 30,00930.0k $717.5k $717.5k 0.00% Reduced -15.2k -15,163
51 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 29,31229.3k $700.8k $700.8k 0.00% Reduced -3.3k -3,314
52 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 28,85328.9k $690.0k $690.0k 0.00% Reduced -8.9k -8,888
53 Evergreen Wealth Partners LLC 0.49% of their portfolio KALISPELL, MT 26,58126.6k $635.5k $635.5k 0.49% Added +673 +673
54 Magnolia Private Wealth, LLC 0.41% of their portfolio PHILADELPHIA, PA 25,58325.6k $611.7k $611.7k 0.41% Added +12.6k +12,570
55 BETO FINANCIAL GROUP, LLC 0.35% of their portfolio BOISE, ID 24,86024.9k $599.4k $599.4k 0.35% Added +15.4k +15,387
56 Tennessee Valley Asset Management Partners 0.06% of their portfolio KNOXVILLE, TN 19,96120.0k $477.3k $477.3k 0.06% Reduced -910 -910
57 Syverson Strege & Co 0.11% of their portfolio WEST DES MOINES, IA 19,82219.8k $473.9k $473.9k 0.11% Unchanged
58 NOVEM GROUP 0.05% of their portfolio Rochester, NY 19,49019.5k $466.0k $466.0k 0.05% Added +1.5k +1,548
59 WEALTH ALLIANCE, LLC 0.04% of their portfolio MELLVILLE, NY 17,25217.3k $412.5k $412.5k 0.04% New
60 U.S. Capital Wealth Advisors, LLC 0.01% of their portfolio AUSTIN, TX 17,03417.0k $407.3k $407.3k 0.01% New
61 Gateway Wealth Partners, LLC 0.01% of their portfolio APPLETON, WI 15,57215.6k $372.3k $372.3k 0.01% New
62 MATTERN CAPITAL MANAGEMENT, LLC 0.04% of their portfolio LAKEWOOD, CO 15,51815.5k $371.0k $371.0k 0.04% Reduced -446 -446
63 MassMutual Private Wealth & Trust, FSB 0.01% of their portfolio Windsor, CT 15,06515.1k $360.2k $360.2k 0.01% New
64 Objective Capital Management, LLC 0.36% of their portfolio Fairlawn, OH 15,00015.0k $358.6k $358.6k 0.36% New
65 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 13,75613.8k $328.9k $328.9k 0.01% New
66 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 12,84912.8k $307.2k $307.2k 0.00% Added +1.8k +1,784
67 Apollon Wealth Management, LLC 0.00% of their portfolio MOUNT PLEASANT, SC 12,40612.4k $296.6k $296.6k 0.00% Added +6 +6
68 VIAWEALTH, LLC 0.16% of their portfolio Leawood, KS 12,13412.1k $290.1k $290.1k 0.16% New
69 Apeiron RIA LLC 0.06% of their portfolio Dallas, TX 11,55911.6k $276.4k $276.4k 0.06% Unchanged
70 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 11,21311.2k $268.1k $268.1k 0.00% New
71 LIBERTY SQUARE WEALTH PARTNERS LLC 0.07% of their portfolio BETHLEHEM, PA 10,75810.8k $257.2k $257.2k 0.07% Unchanged
72 Belpointe Asset Management LLC 0.01% of their portfolio RENO, NV 10,43010.4k $249.4k $249.4k 0.01% Unchanged
73 Strategies Wealth Advisors, LLC 0.02% of their portfolio GRAND RAPIDS, MI 10,16110.2k $242.9k $242.9k 0.02% New
74 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 9,8069.8k $234.5k $234.5k 0.00% Added +250 +250
75 World Investment Advisors 0.00% of their portfolio LINCROFT, NJ 9,4959.5k $227.0k $227.0k 0.00% New
76 Financial Partners Group, Inc 0.03% of their portfolio Overland Park, KS 9,1389.1k $218.5k $218.5k 0.03% New
77 Chatterton & Associates Inc. 0.15% of their portfolio ANAHEIM, CA 9,1159.1k $219.5k $219.5k 0.15% Unchanged
78 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 9,0869.1k $217.2k $217.2k 0.00% New
79 Security Financial Services, INC. 0.03% of their portfolio Fort Wayne, IN 8,9939.0k $215.0k $215.0k 0.03% New
80 FIDELIS CAPITAL PARTNERS, LLC 0.02% of their portfolio TAMPA, FL 8,8658.9k $212.0k $212.0k 0.02% Unchanged
81 Fairvoy Private Wealth, LLC 0.05% of their portfolio BIRMINGHAM, AL 8,3798.4k $200.3k $200.3k 0.05% Reduced -693 -693
82 Golden State Wealth Management, LLC 0.02% of their portfolio SANTA ANA, CA 5,9986.0k $143.4k $143.4k 0.02% New
83 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 4,7784.8k $114.2k $114.2k 0.01% Reduced -60 -60
84 Capital Advisors, Ltd. LLC 0.01% of their portfolio SHAKER HEIGHTS, OH 4,3024.3k $103.0k $103.0k 0.01% Unchanged
85 Crews Bank & Trust 0.01% of their portfolio PORT CHARLOTTE, FL 4,3004.3k $102.8k $102.8k 0.01% Unchanged
86 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 3,6993.7k $88.4k $88.4k 0.00% New
87 BlackRock, Inc. 0.00% of their portfolio New York, NY 3,4923.5k $83.5k $83.5k 0.00% Reduced -197 -197
88 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 3,3423.3k $79.9k $79.9k 0.00% Unchanged
89 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 2,8852.9k $69.0k $69.0k 0.00% Reduced -807 -807
90 Park Place Capital Corp 0.01% of their portfolio Homewood, AL 1,5101.5k $36.1k $36.1k 0.01% Reduced -16 -16
91 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 1,4981.5k $35.8k $35.8k 0.00% Reduced -165 -165
92 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 1,4251.4k $34.1k $34.1k 0.00% New
93 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1,0851.1k $25.9k $25.9k 0.00% Added +384 +384
94 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,0341.0k $24.7k $24.7k 0.00% Reduced -1.7k -1,675
95 Intentional Wealth Strategies, LLC 0.02% of their portfolio COLORADO SPRINGS, CO 986986 $23.6k $23.6k 0.02% First filing
96 Rossby Financial, LCC 0.00% of their portfolio MELBOURNE, FL 942942 $22.5k $22.5k 0.00% New
97 Pinnacle Bancorp, Inc. 0.00% of their portfolio BEATRICE, NE 601601 $14.4k $14.4k 0.00% Unchanged
98 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 150150 $4.0k $4.0k 0.00% Unchanged
99 Cornerstone Planning Group LLC 0.00% of their portfolio FAIRFIELD, NJ 146146 $3.5k $3.5k 0.00% Added +1 +1
100 Signature Equity Partners, LLC 0.00% of their portfolio COLUMBUS, OH 115115 $2.7k $2.7k 0.00% New