Vault-13

BLACKROCK ETF TRUST LCTU

US CARBON TRANS · ETP · CUSIP 09290C509

187 institutional holders +6 vs Q1 2025
18,568,14518.6m shares reported held*
$1.2bnreported value*
14 new 83 added 63 reduced 11 sold out net sold ≈ $1.7m (-23.7k 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 ($592.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $67.27. Options: 1 managers hold calls ($0 notional), 0 hold puts (—).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 72Q4 22: 93Q1 23: 101Q2 23: 107Q3 23: 125Q4 23: 138Q1 24: 144Q2 24: 155Q3 24: 166Q4 24: 180Q1 25: 181Q2 25: 187187Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202272
Q4 202293
Q1 2023101
Q2 2023107
Q3 2023125
Q4 2023138
Q1 2024144
Q2 2024155
Q3 2024166
Q4 2024180
Q1 2025181
Q2 2025187

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 23: 102 bought or addedQ3 23: 12 cut or sold outQ4 23: 109 bought or addedQ4 23: 21 cut or sold outQ4 23Q1 24: 76 bought or addedQ1 24: 71 cut or sold outQ2 24: 76 bought or addedQ2 24: 68 cut or sold outQ2 24Q3 24: 54 bought or addedQ3 24: 104 cut or sold outQ4 24: 75 bought or addedQ4 24: 95 cut or sold outQ4 24Q1 25: 79 bought or addedQ1 25: 94 cut or sold outQ2 25: 97 bought or addedQ2 25: 74 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202310212
Q4 202310921
Q1 20247671
Q2 20247668
Q3 202454104
Q4 20247595
Q1 20257994
Q2 20259774

Biggest buyers

LPL Financial LLC Added +148,260+148.3k
ROYAL BANK OF CANADA Added +89,578+89.6k
OSAIC HOLDINGS, INC. Added +38,503+38.5k
Janney Montgomery Scott LLC Added +23,832+23.8k
SOFI WEALTH, LLC Added +22,723+22.7k
GeoWealth Management, LLC Added +22,648+22.6k
Composition Wealth, LLC New +18,112+18.1k
Cetera Investment Advisers Added +14,696+14.7k
Merit Financial Group, LLC Added +10,589+10.6k
PARK AVENUE SECURITIES LLC Added +9,067+9.1k

Biggest sellers

Thrivent Financial for Lutherans Reduced -109,925-109.9k
Envestnet Portfolio Solutions, Inc. Reduced -100,786-100.8k
Atria Wealth Solutions, Inc. Reduced -92,544-92.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -34,908-34.9k
TOWNSQUARE CAPITAL LLC Sold out -25,493-25.5k
GOLDMAN SACHS GROUP INC Reduced -22,163-22.2k
CITADEL ADVISORS LLC Reduced -15,953-16.0k
Investor's Fiduciary Advisor Network, LLC Reduced -15,120-15.1k
JANE STREET GROUP, LLC Sold out -13,156-13.2k
JPMORGAN CHASE & CO Reduced -10,178-10.2k

Biggest calls

CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.10% of their portfolio Berwyn, PA 4,858,9674.9m $326.9m $326.9m 0.10% Reduced -4.7k -4,654
2 Varma Mutual Pension Insurance Co 2.39% of their portfolio Varma, H9 4,814,0004.8m $323.8m $323.8m 2.39% Unchanged
3 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio NEW YORK, NY 1,785,0001.8m $120.1m $120.1m 0.02% Unchanged
4 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,110,9371.1m $74.7m $74.7m 0.02% Added +148.3k +148,260
5 Envestnet Portfolio Solutions, Inc. 0.25% of their portfolio BERWYN, PA 1,013,1421.0m $68.2m $68.2m 0.25% Reduced -100.8k -100,786
6 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 640,711640.7k $43.1m $43.1m 0.00% Reduced -10.2k -10,178
7 PARK AVENUE SECURITIES LLC 0.28% of their portfolio NEW YORK, NY 455,019455.0k $30.6m $30.6m 0.28% Added +9.1k +9,067
8 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 303,697303.7k $20.4m $20.4m 0.03% Added +14.7k +14,696
9 CWM, LLC 0.07% of their portfolio OMAHA, NE 297,942297.9k $20.0m $20.0m 0.07% Reduced -2.3k -2,263
10 MML INVESTORS SERVICES, LLC 0.05% of their portfolio SPRINGFIELD, MA 259,660259.7k $17.5m $17.5m 0.05% Reduced -4.1k -4,056
11 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 174,850174.8k $11.8m $11.8m 0.00% Added +89.6k +89,578
12 One Wealth Advisors, LLC 1.41% of their portfolio SAN FRANCISCO, CA 150,586150.6k $10.1m $10.1m 1.41% Reduced -371 -371
13 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 122,685122.7k $8.3m $8.3m 0.02% Added +9.0k +8,957
14 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 111,905111.9k $7.5m $7.5m 0.02% Added +23.8k +23,832
15 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 82,23482.2k $5.4m $5.4m 0.01% Added +38.5k +38,503
16 Advisory Services Network, LLC 0.09% of their portfolio ATLANTA, GA 81,48981.5k $5.6m $5.6m 0.09% Added +681 +681
17 OneDigital Investment Advisors LLC 0.06% of their portfolio OVERLAND PARK, KS 74,00274.0k $5.0m $5.0m 0.06% Reduced -2.9k -2,878
18 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.04% of their portfolio IRVING, TX 71,96372.0k $4.8m $4.8m 0.04% Reduced -2.3k -2,264
19 Horst & Graben Wealth Management LLC 0.80% of their portfolio PORTLAND, OR 71,46871.5k $4.8m $4.8m 0.80% Reduced -3.8k -3,839
20 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 66,29066.3k $4.5m $4.5m 0.01% Added +5.1k +5,135
21 Sharkey, Howes & Javer 0.56% of their portfolio DENVER, CO 62,22062.2k $4.2m $4.2m 0.56% Added +1.2k +1,227
22 Integrated Wealth Concepts LLC 0.04% of their portfolio WALTHAM, MA 61,15861.2k $4.1m $4.1m 0.04% Added +3.6k +3,587
23 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 59,95060.0k $4.0m $4.0m 0.02% Reduced -1.4k -1,443
24 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 59,71859.7k $4.0m $4.0m 0.03% Reduced -373 -373
25 GeoWealth Management, LLC 0.16% of their portfolio CHICAGO, IL 59,40359.4k $4.0m $4.0m 0.16% Added +22.6k +22,648
26 SOFI WEALTH, LLC 0.23% of their portfolio SAN FRANCISCO, CA 56,26656.3k $3.8m $3.8m 0.23% Added +22.7k +22,723
27 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 54,83554.8k $3.7m $3.7m 0.03% Reduced -2.7k -2,651
28 SigFig Wealth Management, LLC 0.11% of their portfolio SAN FRANCISCO, CA 51,74551.7k $3.5m $3.5m 0.11% Added +2.0k +2,022
29 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 47,53547.5k $3.2m $3.2m 0.00% Reduced -1.0k -1,047
30 Perigon Wealth Management, LLC 0.07% of their portfolio SAN FRANCISCO, CA 45,17845.2k $3.0m $3.0m 0.07% Reduced -7.9k -7,907
31 MGO ONE SEVEN LLC 0.09% of their portfolio Beachwood, OH 43,12143.1k $2.9m $2.9m 0.09% Added +2.2k +2,222
32 Orion Porfolio Solutions, LLC 0.02% of their portfolio OMAHA, NE 40,39340.4k $2.7m $2.7m 0.02% Added +8.6k +8,562
33 Elios Financial Group Inc. 1.17% of their portfolio WESTLAKE, OH 38,23938.2k $2.6m $2.6m 1.17% Reduced -4.8k -4,838
34 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 36,55336.6k $2.5m $2.5m 0.01% Reduced -9.6k -9,556
35 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 36,33936.3k $2.4m $2.4m 0.00% Added +1.0k +1,019
36 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 35,98636.0k $2.4m $2.4m 0.00% Reduced -1.2k -1,164
37 Investor's Fiduciary Advisor Network, LLC 0.84% of their portfolio SNOQUALMIE, WA 33,79633.8k $2.3m $2.3m 0.84% Reduced -15.1k -15,120
38 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 31,37231.4k $2.1m $2.1m 0.02% Added +10.6k +10,589
39 Austin Private Wealth, LLC 0.17% of their portfolio Austin, TX 31,25131.3k $2.1m $2.1m 0.17% Added +1.0k +1,000
40 MA Private Wealth 0.36% of their portfolio SAN CARLOS, CA 30,15230.2k $2.0m $2.0m 0.36% Unchanged
41 WEALTH ALLIANCE, LLC 0.22% of their portfolio MELLVILLE, NY 29,84429.8k $2.0m $2.0m 0.22% Reduced -188 -188
42 RFG Advisory, LLC 0.04% of their portfolio BIRMINGHAM, AL 27,56227.6k $1.9m $1.9m 0.04% Added +62 +62
43 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 27,37427.4k $1.8m $1.8m 0.00% Reduced -1.1k -1,067
44 World Investment Advisors 0.04% of their portfolio LINCROFT, NJ 26,53826.5k $1.8m $1.8m 0.04% Reduced -210 -210
45 Regal Investment Advisors LLC 0.13% of their portfolio KENTWOOD, MI 25,86825.9k $1.7m $1.7m 0.13% Added +80 +80
46 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 24,62624.6k $1.7m $1.7m 0.01% Added +808 +808
47 Aptus Capital Advisors, LLC 0.02% of their portfolio FAIRHOPE, AL 24,41324.4k $1.6m $1.6m 0.02% Reduced -121 -121
48 SAGESPRING WEALTH PARTNERS, LLC 0.03% of their portfolio FRANKLIN, TN 22,54222.5k $1.5m $1.5m 0.03% Added +2.1k +2,142
49 Snowden Capital Advisors LLC 0.04% of their portfolio New York, NY 22,45022.4k $1.5m $1.5m 0.04% Reduced -448 -448
50 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio Stamford, CT 22,22222.2k $1.5m $1.5m 0.01% Reduced -604 -604
51 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 21,73721.7k $1.5m $1.5m 0.03% Added +39 +39
52 ONE WEALTH CAPITAL MANAGEMENT, LLC 0.62% of their portfolio SCOTTSDALE, AZ 19,77319.8k $1.3m $1.3m 0.62% Added +749 +749
53 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 18,46118.5k $1.2m $1.2m 0.03% Added +330 +330
54 Composition Wealth, LLC 0.02% of their portfolio LOS ANGELES, CA 18,11218.1k $1.2m $1.2m 0.02% New
55 Keystone Financial Services 0.40% of their portfolio LOVELAND, CO 17,62417.6k $1.2m $1.2m 0.40% Reduced -1.2k -1,187
56 Maia Wealth LLC 0.22% of their portfolio DENVER, CO 17,20417.2k $1.2m $1.2m 0.22% Added +437 +437
57 DOHJ, LLC 0.29% of their portfolio SEATTLE, WA 17,15117.2k $997.5k $997.5k 0.29% Added +581 +581
58 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 16,35716.4k $1.1m $1.1m 0.02% Reduced -92.5k -92,544
59 GTS SECURITIES LLC 0.05% of their portfolio NEW YORK, NY 15,85415.9k $1.1m $1.1m 0.05% Reduced -5.0k -5,033
60 LifePlan Investment Advisors, Inc. 0.53% of their portfolio RALEIGH, NC 15,75815.8k $1.1m $1.1m 0.53% Added +150 +150
61 EverSource Wealth Advisors, LLC 0.05% of their portfolio BIRMINGHAM, AL 14,81614.8k $996.7k $996.7k 0.05% Added +299 +299
62 THEORY FINANCIAL LLC 0.37% of their portfolio FORT COLLINS, CO 14,19414.2k $977.8k $977.8k 0.37% Added +899 +899
63 Oregon Pacific Wealth Management, LLC 0.86% of their portfolio Medford, OR 13,49713.5k $908.0k $908.0k 0.86% Reduced -48 -48
64 First Horizon Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 12,92312.9k $869.4k $869.4k 0.02% Added +4.4k +4,386
65 EQ LLC 0.33% of their portfolio BELLEVUE, WA 12,58712.6k $846.8k $846.8k 0.33% Added +1.6k +1,574
66 Copperleaf Capital, LLC 0.43% of their portfolio CONCORD, NC 12,48712.5k $840.1k $840.1k 0.43% Added +61 +61
67 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 12,47412.5k $839.2k $839.2k 0.01% Added +2.0k +1,978
68 Mariner, LLC 0.00% of their portfolio Overland Park, KS 11,76711.8k $791.6k $791.6k 0.00% Added +1.9k +1,892
69 Lifelong Wealth Advisors, Inc. 0.26% of their portfolio Arden Hills, MN 11,57511.6k $778.7k $778.7k 0.26% Added +72 +72
70 CoreCap Advisors, LLC 0.03% of their portfolio SOUTHFIELD, MI 11,25511.3k $757.1k $757.1k 0.03% Added +197 +197
71 Strategic Blueprint, LLC 0.04% of their portfolio ATLANTA, GA 11,22211.2k $755.0k $755.0k 0.04% Reduced -2.7k -2,683
72 Buttonwood Financial Group, LLC 0.38% of their portfolio Kansas City, MO 11,14211.1k $753.2k $753.2k 0.38% Reduced -10 -10
73 Kestra Investment Management, LLC 0.01% of their portfolio AUSTIN, TX 10,79110.8k $689.9k $689.9k 0.01% Reduced -7 -7
74 Sound View Wealth Advisors Group, LLC 0.05% of their portfolio SAVANNAH, GA 10,77110.8k $724.6k $724.6k 0.05% Unchanged
75 Venturi Wealth Management, LLC 0.04% of their portfolio AUSTIN, TX 10,75610.8k $723.6k $723.6k 0.04% Reduced -213 -213
76 WEALTHGARDEN F.S. LLC 0.60% of their portfolio EL SEGUNDO, CA 10,46610.5k $721.0k $721.0k 0.60% Reduced -356 -356
77 Ascent Group, LLC 0.03% of their portfolio VIRGINIA BEACH, VA 10,20210.2k $686.3k $686.3k 0.03% Reduced -385 -385
78 West Wealth Group, LLC 0.17% of their portfolio Irvine, CA 10,03510.0k $691.0k $691.0k 0.17% Added +97 +97
79 Diversify Advisory Services, LLC 0.03% of their portfolio SANDY, UT 9,7859.8k $685.5k $685.5k 0.03% Reduced -7.8k -7,790
80 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 9,5099.5k $646.7k $646.7k 0.00% Added +5.6k +5,556
81 Tempus Wealth Planning, LLC 0.16% of their portfolio IRVINE, CA 9,4509.4k $635.8k $635.8k 0.16% Added +648 +648
82 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 9,4239.4k $633.9k $633.9k 0.01% Added +23 +23
83 UBS Group AG 0.00% of their portfolio ZURICH, V8 9,4219.4k $633.8k $633.8k 0.00% Reduced -2.6k -2,599
84 WBH ADVISORY INC 0.05% of their portfolio BALTIMORE, MD 9,0899.1k $611.4k $611.4k 0.05% Added +306 +306
85 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 9,0409.0k $608.1k $608.1k 0.00% Added +2.0k +1,972
86 Spectrum Planning & Advisory Services Inc. 0.39% of their portfolio SAN DIEGO, CA 8,9308.9k $600.7k $600.7k 0.39% Reduced -541 -541
87 MBE Wealth Management, LLC 0.26% of their portfolio TOMAH, WI 8,9228.9k $600.2k $600.2k 0.26% Added +25 +25
88 Capital Analysts, LLC 0.02% of their portfolio FORT WASHINGTON, PA 8,4868.5k $571.0k $571.0k 0.02% Added +364 +364
89 Hoxton Planning & Management, LLC 0.19% of their portfolio SHEPHERDSTOWN, WV 8,3408.3k $561.0k $561.0k 0.19% Reduced -1.6k -1,579
90 BEACON FINANCIAL GROUP 0.06% of their portfolio DALLAS, TX 8,2078.2k $552.1k $552.1k 0.06% Reduced -34 -34
91 Simplicity Wealth,LLC 0.02% of their portfolio SUMMIT, NJ 8,1708.2k $549.6k $549.6k 0.02% Added +3.2k +3,229
92 U.S. Capital Wealth Advisors, LLC 0.02% of their portfolio AUSTIN, TX 8,1598.2k $548.9k $548.9k 0.02% Added +90 +90
93 Trilogy Capital Inc. 0.03% of their portfolio IRVINE, CA 8,1338.1k $547.1k $547.1k 0.03% Added +1.8k +1,817
94 Bison Wealth, LLC 0.04% of their portfolio ATLANTA, GA 8,0688.1k $542.8k $542.8k 0.04% Added +202 +202
95 Patriot Financial Group Insurance Agency, LLC 0.06% of their portfolio Westborough, MA 8,0518.1k $541.6k $541.6k 0.06% Reduced -128 -128
96 Freedom Investment Management, Inc. 0.04% of their portfolio SOUTH WINDSOR, CT 8,0298.0k $540.1k $540.1k 0.04% Added +90 +90
97 Gen-Wealth Partners Inc 0.21% of their portfolio ZEELAND, MI 7,9518.0k $534.9k $534.9k 0.21% Reduced -212 -212
98 ZACKS INVESTMENT MANAGEMENT 0.00% of their portfolio Chicago, IL 7,8437.8k $527.6k $527.6k 0.00% Unchanged
99 CFS Investment Advisory Services, LLC 0.04% of their portfolio TOTOWA, NJ 7,4547.5k $501.0k $501.0k 0.04% Added +294 +294
100 JB Capital LLC 0.02% of their portfolio WETHERSFIELD, CT 7,2837.3k $490.0k $490.0k 0.02% Added +873 +873