Vault-13

BLACKROCK ETF TRUST BALI

ISHARES US LARG · ETP · CUSIP 09290C863

143 institutional holders +15 vs Q4 2025
20,608,05320.6m shares reported held*
$635.6mreported value*
34 new 81 added 19 reduced 15 sold out net bought ≈ $164.1m (+5.3m 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 ($345.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $30.84.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 23: 3Q4 23: 5Q1 24: 7Q2 24: 13Q3 24: 18Q4 24: 60Q1 25: 78Q2 25: 84Q3 25: 103Q4 25: 128Q1 26: 143143Q3 23Q1 24Q3 24Q1 25Q3 25Q1 26
Numbers
QuarterHolders
Q3 20233
Q4 20235
Q1 20247
Q2 202413
Q3 202418
Q4 202460
Q1 202578
Q2 202584
Q3 2025103
Q4 2025128
Q1 2026143

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 24: 9 bought or addedQ2 24: 4 cut or sold outQ3 24: 13 bought or addedQ3 24: 4 cut or sold outQ3 24Q4 24: 53 bought or addedQ4 24: 6 cut or sold outQ1 25: 65 bought or addedQ1 25: 14 cut or sold outQ1 25Q2 25: 67 bought or addedQ2 25: 18 cut or sold outQ3 25: 75 bought or addedQ3 25: 27 cut or sold outQ3 25Q4 25: 95 bought or addedQ4 25: 29 cut or sold outQ1 26: 115 bought or addedQ1 26: 34 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202494
Q3 2024134
Q4 2024536
Q1 20256514
Q2 20256718
Q3 20257527
Q4 20259529
Q1 202611534

Biggest buyers

Avior Wealth Management, LLC New +712,602+712.6k
WELLS FARGO & COMPANY/MN Added +607,748+607.7k
FMR LLC Added +558,930+558.9k
BANK OF AMERICA CORP /DE/ Added +483,365+483.4k
FUKOKU MUTUAL LIFE INSURANCE Co New +366,000+366.0k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +363,183+363.2k
Patriot Financial Group Insurance Agency, LLC Added +355,245+355.2k
AMERIPRISE FINANCIAL INC Added +273,515+273.5k
ENVESTNET ASSET MANAGEMENT INC Added +173,000+173.0k
Cornerstone Wealth Group, LLC Added +166,545+166.5k

Biggest sellers

Diversify Advisory Services, LLC Sold out -109,401-109.4k
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC Sold out -102,684-102.7k
OLD MISSION CAPITAL LLC Sold out -29,088-29.1k
Arax Advisory Partners Reduced -12,913-12.9k
Orion Porfolio Solutions, LLC Reduced -9,169-9.2k
JANE STREET GROUP, LLC Sold out -7,720-7.7k
National Wealth Management Group, LLC Sold out -7,533-7.5k
IFG Advisory, LLC Sold out -6,904-6.9k
Hilltop Holdings Inc. Sold out -6,834-6.8k
Clear Creek Financial Management, LLC Sold out -6,400-6.4k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: FMR LLC (4.9%, 2026-08-06)

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FMR LLC 0.00% of their portfolio BOSTON, MA 2,292,5162.3m $70.6m $70.6m 0.00% Added +558.9k +558,930
2 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 2,073,1632.1m $63.8m $63.8m 0.01% Added +273.5k +273,515
3 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 1,860,7011.9m $57.3m $57.3m 0.02% Added +173.0k +173,000
4 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,832,7871.8m $56.5m $56.5m 0.02% Added +152.3k +152,313
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,212,9681.2m $37.4m $37.4m 0.00% Added +483.4k +483,365
6 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 920,851920.9k $28.4m $28.4m 0.02% Added +363.2k +363,183
7 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 884,235884.2k $27.2m $27.2m 0.01% Added +607.7k +607,748
8 Avior Wealth Management, LLC 0.62% of their portfolio OMAHA, NE 712,602712.6k $22.0m $22.0m 0.62% New
9 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 639,187639.2k $19.7m $19.7m 0.02% Added +53.1k +53,054
10 Patriot Financial Group Insurance Agency, LLC 1.07% of their portfolio Westborough, MA 612,696612.7k $18.9m $18.9m 1.07% Added +355.2k +355,245
11 Vestmark Advisory Solutions, Inc. 0.18% of their portfolio Wakefield, MA 524,311524.3k $16.2m $16.2m 0.18% Reduced -3.5k -3,512
12 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 484,377484.4k $14.9m $14.9m 0.02% Added +100.7k +100,675
13 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 451,579451.6k $13.6m $13.6m 0.00% Added +144.1k +144,071
14 FUKOKU MUTUAL LIFE INSURANCE Co 0.74% of their portfolio TOKYO, M0 366,000366.0k $11.3m $11.3m 0.74% New
15 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 341,822341.8k $10.5m $10.5m 0.00% Added +25.8k +25,833
16 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 308,314308.3k $9.5m $9.5m 0.01% Added +17.9k +17,919
17 Granite Bay Wealth Management, LLC 2.02% of their portfolio PORTSMOUTH, NH 307,411307.4k $9.5m $9.5m 2.02% Reduced -5.0k -5,011
18 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 272,777272.8k $8.4m $8.4m 0.02% Added +3.3k +3,317
19 Envestnet Portfolio Solutions, Inc. 0.05% of their portfolio BERWYN, PA 271,831271.8k $8.4m $8.4m 0.05% Added +49.6k +49,563
20 U.S. Capital Wealth Advisors, LLC 0.20% of their portfolio AUSTIN, TX 262,159262.2k $8.1m $8.1m 0.20% Added +1.4k +1,389
21 SOUTHERN CAPITAL SERVICES INC /ADV 4.57% of their portfolio DAPHNE, AL 230,649230.6k $7.1m $7.1m 4.57% Reduced -89 -89
22 Equitable Holdings, Inc. 0.04% of their portfolio NEW YORK, NY 182,859182.9k $5.8m $5.8m 0.04% Added +48.4k +48,440
23 Cornerstone Wealth Group, LLC 0.37% of their portfolio HUNTERSVILLE, NC 178,208178.2k $5.8m $5.8m 0.37% Added +166.5k +166,545
24 DIVERSIFY WEALTH MANAGEMENT, LLC 0.10% of their portfolio SANDY, UT 169,903169.9k $5.6m $5.6m 0.10% Added +88.1k +88,130
25 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 156,243156.2k $4.8m $4.8m 0.01% Added +4.2k +4,188
26 Next Level Private LLC 1.03% of their portfolio HARRISON, NY 147,460147.5k $4.5m $4.5m 1.03% Added +45.0k +45,046
27 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 122,864122.9k $3.8m $3.8m 0.02% Added +7.3k +7,329
28 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 105,446105.4k $3.2m $3.2m 0.00% New
29 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 102,631102.6k $3.2m $3.2m 0.00% Reduced -2.9k -2,944
30 JB Capital LLC 0.12% of their portfolio WETHERSFIELD, CT 100,032100.0k $3.1m $3.1m 0.12% Added +14.6k +14,568
31 INDEPENDENT FINANCIAL GROUP, LLC 0.07% of their portfolio SAN DIEGO, CA 96,15796.2k $3.0m $3.0m 0.07% Added +14.3k +14,344
32 United Advisor Group, LLC 0.36% of their portfolio CINCINNATI, OH 94,81194.8k $2.9m $2.9m 0.36% Added +22.3k +22,318
33 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 91,81391.8k $2.8m $2.8m 0.00% Added +61.0k +60,967
34 Sovran Advisors, LLC 0.23% of their portfolio SAN DIEGO, CA 87,87487.9k $2.9m $2.9m 0.23% Added +25.0k +24,994
35 Triad Wealth Partners, LLC 0.21% of their portfolio LAWRENCE, KS 87,43487.4k $2.7m $2.7m 0.21% Added +20.1k +20,128
36 Semus Wealth Partners LLC 1.48% of their portfolio Boca Raton, FL 86,19486.2k $2.7m $2.7m 1.48% Added +2.3k +2,289
37 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 83,31283.3k $2.6m $2.6m 0.02% Added +8.7k +8,656
38 CreativeOne Wealth, LLC 0.06% of their portfolio OVERLAND PARK, KS 79,61779.6k $2.5m $2.5m 0.06% Added +3.6k +3,569
39 DRIVE WEALTH MANAGEMENT, LLC 0.51% of their portfolio LEHI, UT 77,73177.7k $2.4m $2.4m 0.51% Added +13.3k +13,270
40 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.12% of their portfolio Westlake, OH 71,24771.2k $2.2m $2.2m 0.12% Added +8.3k +8,311
41 Founders Financial Alliance, LLC 0.36% of their portfolio RALEIGH, NC 64,94964.9k $2.0m $2.0m 0.36% Added +53.4k +53,449
42 BEACON FINANCIAL GROUP 0.19% of their portfolio DALLAS, TX 61,28161.3k $1.9m $1.9m 0.19% Added +429 +429
43 Kelly Financial Services LLC 0.44% of their portfolio BRAINTREE, MA 58,47658.5k $1.8m $1.8m 0.44% Added +4.7k +4,698
44 Flagship Private Wealth, LLC 0.73% of their portfolio Woburn, MA 58,44458.4k $1.8m $1.8m 0.73% Added +24.2k +24,235
45 FIRST HORIZON CORP 0.07% of their portfolio MEMPHIS, TN 54,55554.6k $1.7m $1.7m 0.07% New
46 Confluence Wealth Services, Inc. 0.07% of their portfolio MCMURRAY, PA 54,48854.5k $1.7m $1.7m 0.07% Added +18.1k +18,081
47 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 51,44551.4k $1.6m $1.6m 0.02% Added +11.9k +11,909
48 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 46,67646.7k $1.4m $1.4m 0.00% New
49 Gotham Asset Management, LLC 0.00% of their portfolio NEW YORK, NY 46,14346.1k $1.4m $1.4m 0.00% Unchanged
50 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 45,08345.1k $1.4m $1.4m 0.01% Added +9.7k +9,725
51 BETO FINANCIAL GROUP, LLC 0.88% of their portfolio BOISE, ID 45,01645.0k $1.5m $1.5m 0.88% Added +26.4k +26,394
52 Sequoia Financial Advisors, LLC 0.01% of their portfolio Akron, OH 40,99641.0k $1.3m $1.3m 0.01% Added +3.2k +3,191
53 SHEETS SMITH WEALTH MANAGEMENT 0.14% of their portfolio WINSTON-SALEM, NC 39,84739.8k $1.2m $1.2m 0.14% Reduced -1.8k -1,795
54 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 37,85137.9k $1.2m $1.2m 0.01% Reduced -9.2k -9,169
55 ShoreHaven Wealth Partners, LLC 0.40% of their portfolio Red Bank, NJ 36,11436.1k $1.1m $1.1m 0.40% Reduced -289 -289
56 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 33,22033.2k $1.0m $1.0m 0.01% Added +9.4k +9,371
57 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 30,79430.8k $948.7k $948.7k 0.02% Added +9.6k +9,573
58 Invst, LLC 0.10% of their portfolio INDIANAPOLIS, IN 28,40228.4k $875.1k $875.1k 0.10% Added +469 +469
59 BlackRock, Inc. 0.00% of their portfolio New York, NY 28,01428.0k $863.1k $863.1k 0.00% Added +173 +173
60 Snowden Capital Advisors LLC 0.02% of their portfolio New York, NY 27,75527.8k $855.1k $855.1k 0.02% Added +1.2k +1,178
61 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 26,79626.8k $825.6k $825.6k 0.01% New
62 Gladstone Institutional Advisory LLC 0.03% of their portfolio Bedminster, NJ 25,94725.9k $799.4k $799.4k 0.03% Added +707 +707
63 Quadrant Private Wealth Management, LLC 0.12% of their portfolio Center Valley, PA 25,64725.6k $790.2k $790.2k 0.12% Added +1.9k +1,910
64 Sunbelt Securities, Inc. 0.04% of their portfolio HOUSTON, TX 20,84620.8k $642.3k $642.3k 0.04% Added +4.3k +4,278
65 Dynasty Wealth Management, LLC 0.01% of their portfolio ST. PETERSBURG, FL 19,64519.6k $605.3k $605.3k 0.01% New
66 Integrated Advisors Network LLC 0.03% of their portfolio DALLAS, TX 19,35619.4k $596.4k $596.4k 0.03% Added +3.6k +3,585
67 PMG Family Office LLC 0.66% of their portfolio PLANO, TX 19,26219.3k $593.5k $593.5k 0.66% Added +1.0k +1,025
68 Detalus Advisors, LLC 0.13% of their portfolio ST. LOUIS, MO 18,49218.5k $569.7k $569.7k 0.13% Added +798 +798
69 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 18,00718.0k $554.8k $554.8k 0.01% Added +737 +737
70 Perennial Investment Advisors, LLC 0.04% of their portfolio Los Angeles, CA 17,62617.6k $543.0k $543.0k 0.04% New
71 Synergy Investment Management, LLC 0.18% of their portfolio ALTAMONTE SPRINGS, FL 17,52017.5k $539.8k $539.8k 0.18% Added +2.7k +2,743
72 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 17,15617.2k $528.6k $528.6k 0.00% New
73 Clarity Wealth Advisors, LLC 0.11% of their portfolio SAN JOSE, CA 17,00017.0k $523.8k $523.8k 0.11% New
74 Skyline Advisors, Inc. 0.18% of their portfolio BELLINGHAM, WA 16,81316.8k $518.0k $518.0k 0.18% New
75 Wealth Quarterback LLC 0.20% of their portfolio TOMS RIVER, NJ 16,70916.7k $514.8k $514.8k 0.20% Reduced -3.5k -3,484
76 Mariner, LLC 0.00% of their portfolio Overland Park, KS 15,62515.6k $481.4k $481.4k 0.00% New
77 Embree Financial Group 0.05% of their portfolio Chicago, IL 14,89714.9k $459.0k $459.0k 0.05% Added +3.8k +3,775
78 Avantra Family Wealth, Inc. 0.33% of their portfolio MECHANICSBURG, PA 14,57714.6k $449.1k $449.1k 0.33% Added +1.7k +1,720
79 Per Stirling Capital Management, LLC. 0.05% of their portfolio AUSTIN, TX 14,44614.4k $445.1k $445.1k 0.05% Added +1.8k +1,843
80 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 14,31014.3k $440.9k $440.9k 0.00% Added +3.0k +3,004
81 NorthRock Partners, LLC 0.01% of their portfolio MINNEAPOLIS, MN 14,04614.0k $432.8k $432.8k 0.01% Reduced -575 -575
82 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 13,65013.7k $420.6k $420.6k 0.01% Added +5 +5
83 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 13,34213.3k $411.1k $411.1k 0.00% Unchanged
84 OpenArc Corporate Advisory, LLC 0.01% of their portfolio ATLANTA, GA 13,17513.2k $405.9k $405.9k 0.01% Added +5.9k +5,852
85 SigFig Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 12,90912.9k $397.7k $397.7k 0.01% Added +657 +657
86 Icon Wealth Advisors, LLC 0.03% of their portfolio HOUSTON, TX 12,89812.9k $421.6k $421.6k 0.03% New
87 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 12,68512.7k $390.8k $390.8k 0.00% New
88 GeoWealth Management, LLC 0.01% of their portfolio CHICAGO, IL 12,21212.2k $376.2k $376.2k 0.01% Added +88 +88
89 Onyx Bridge Wealth Group LLC 0.04% of their portfolio TARRYTOWN, NY 12,07012.1k $371.9k $371.9k 0.04% Added +224 +224
90 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 11,57211.6k $356.5k $356.5k 0.00% Added +781 +781
91 EHRLICH FINANCIAL GROUP 0.20% of their portfolio LAGUNA NIGUEL, CA 11,20711.2k $345.3k $345.3k 0.20% Added +3.9k +3,899
92 ARWA LLC 0.18% of their portfolio FORT WORTH, TX 11,19511.2k $353.5k $353.5k 0.18% New
93 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 11,17411.2k $344.3k $344.3k 0.00% Added +148 +148
94 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 11,06111.1k $341.0k $341.0k 0.00% Reduced -846 -846
95 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 10,93510.9k $336.9k $336.9k 0.01% Reduced -21 -21
96 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 10,77310.8k $331.9k $331.9k 0.02% Reduced -265 -265
97 SAGESPRING WEALTH PARTNERS, LLC 0.01% of their portfolio FRANKLIN, TN 10,74810.7k $331.1k $331.1k 0.01% New
98 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 10,45110.5k $322.0k $322.0k 0.00% Added +2.3k +2,289
99 Security Financial Services, INC. 0.05% of their portfolio Fort Wayne, IN 10,44610.4k $321.8k $321.8k 0.05% Added +766 +766
100 Vision Retirement, LLC 0.09% of their portfolio RIDGEWOOD, NJ 10,40810.4k $320.7k $320.7k 0.09% Reduced -2.8k -2,821