Vault-13

BLACKROCK ETF TRUST BALI

ISHARES US LARG · ETP · CUSIP 09290C863

179 institutional holders +36 vs Q1 2026
28,378,80828.4m shares reported held*
$959.9mreported value*
43 new 98 added 23 reduced 6 sold out net bought ≈ $272.7m (+8.1m 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 ($594.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $33.82.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 23: 3Q4 23: 5Q1 24: 7Q2 24: 13Q3 24: 18Q4 24: 60Q1 25: 78Q2 25: 84Q3 25: 103Q4 25: 128Q1 26: 143Q2 26: 179179Q3 23Q2 24Q1 25Q4 25Q2 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
Q2 2026179

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 24: 13 bought or addedQ3 24: 4 cut or sold outQ4 24: 53 bought or addedQ4 24: 6 cut or sold outQ4 24Q1 25: 65 bought or addedQ1 25: 14 cut or sold outQ2 25: 67 bought or addedQ2 25: 18 cut or sold outQ2 25Q3 25: 75 bought or addedQ3 25: 27 cut or sold outQ4 25: 95 bought or addedQ4 25: 29 cut or sold outQ4 25Q1 26: 115 bought or addedQ1 26: 34 cut or sold outQ2 26: 141 bought or addedQ2 26: 29 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024134
Q4 2024536
Q1 20256514
Q2 20256718
Q3 20257527
Q4 20259529
Q1 202611534
Q2 202614129

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +1,553,460+1.6m
LPL Financial LLC Added +1,108,710+1.1m
Cetera Investment Advisers Added +588,700+588.7k
BANK OF AMERICA CORP /DE/ Added +578,764+578.8k
FUKOKU MUTUAL LIFE INSURANCE Co Added +371,000+371.0k
RAYMOND JAMES FINANCIAL INC Added +320,037+320.0k
Decker Wealth Management LLC New +306,848+306.8k
COMMONWEALTH EQUITY SERVICES, LLC Added +303,033+303.0k
Arax Advisory Partners Added +298,480+298.5k
Envestnet Portfolio Solutions, Inc. Added +296,752+296.8k

Biggest sellers

FMR LLC Reduced -474,337-474.3k
Patriot Financial Group Insurance Agency, LLC Reduced -291,260-291.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -71,518-71.5k
Sovran Advisors, LLC Reduced -34,480-34.5k
AMERIPRISE FINANCIAL INC Reduced -32,819-32.8k
Avior Wealth Management, LLC Reduced -31,696-31.7k
CITADEL ADVISORS LLC Sold out -17,156-17.2k
Arkadios Wealth Advisors Reduced -16,233-16.2k
Steward Partners Investment Advisory, LLC Reduced -10,127-10.1k
Confluence Wealth Services, Inc. Reduced -7,809-7.8k

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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 3,414,1613.4m $115.5m $115.5m 0.03% Added +1.6m +1,553,460
2 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 2,941,4972.9m $99.5m $99.5m 0.02% Added +1.1m +1,108,710
3 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 2,040,3442.0m $69.0m $69.0m 0.01% Reduced -32.8k -32,819
4 FMR LLC 0.00% of their portfolio BOSTON, MA 1,818,1791.8m $61.5m $61.5m 0.00% Reduced -474.3k -474,337
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,791,7321.8m $60.6m $60.6m 0.00% Added +578.8k +578,764
6 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 1,227,8871.2m $41.5m $41.5m 0.04% Added +588.7k +588,700
7 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,059,1731.1m $35.8m $35.8m 0.01% Added +174.9k +174,938
8 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 1,021,5831.0m $34.6m $34.6m 0.02% Added +100.7k +100,732
9 FUKOKU MUTUAL LIFE INSURANCE Co 1.45% of their portfolio TOKYO, M0 737,000737.0k $24.9m $24.9m 1.45% Added +371.0k +371,000
10 Avior Wealth Management, LLC 0.61% of their portfolio OMAHA, NE 680,906680.9k $23.0m $23.0m 0.61% Reduced -31.7k -31,696
11 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 629,891629.9k $21.3m $21.3m 0.03% Added +145.5k +145,514
12 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 613,047613.0k $20.6m $20.6m 0.00% Added +161.5k +161,468
13 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 611,347611.3k $20.7m $20.7m 0.03% Added +303.0k +303,033
14 Envestnet Portfolio Solutions, Inc. 0.09% of their portfolio BERWYN, PA 568,583568.6k $19.2m $19.2m 0.09% Added +296.8k +296,752
15 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 561,949561.9k $19.0m $19.0m 0.00% Added +220.1k +220,127
16 Vestmark Advisory Solutions, Inc. 0.17% of their portfolio Wakefield, MA 524,311524.3k $17.7m $17.7m 0.17% Unchanged
17 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 417,961418.0k $14.1m $14.1m 0.02% Added +145.2k +145,184
18 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 332,722332.7k $11.3m $11.3m 0.00% Added +320.0k +320,037
19 Patriot Financial Group Insurance Agency, LLC 1.12% of their portfolio Westborough, MA 321,436321.4k $10.9m $10.9m 1.12% Reduced -291.3k -291,260
20 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 317,087317.1k $10.7m $10.7m 0.02% Added +160.8k +160,844
21 Granite Bay Wealth Management, LLC 0.97% of their portfolio PORTSMOUTH, NH 310,798310.8k $10.5m $10.5m 0.97% Added +3.4k +3,387
22 Decker Wealth Management LLC 2.21% of their portfolio NASHVILLE, TN 306,848306.8k $10.4m $10.4m 2.21% New
23 Arax Advisory Partners 0.07% of their portfolio NEW YORK, NY 303,602303.6k $10.3m $10.3m 0.07% Added +298.5k +298,480
24 Diversify Advisory Services, LLC 0.14% of their portfolio SANDY, UT 247,864247.9k $8.3m $8.3m 0.14% New
25 DIVERSIFY WEALTH MANAGEMENT, LLC 0.14% of their portfolio SANDY, UT 247,864247.9k $8.3m $8.3m 0.14% Added +78.0k +77,961
26 Equitable Holdings, Inc. 0.05% of their portfolio NEW YORK, NY 242,173242.2k $8.2m $8.2m 0.05% Added +59.3k +59,314
27 SOUTHERN CAPITAL SERVICES INC /ADV 4.26% of their portfolio DAPHNE, AL 224,445224.4k $7.6m $7.6m 4.26% Reduced -6.2k -6,204
28 Next Level Private LLC 1.30% of their portfolio HARRISON, NY 195,796195.8k $6.6m $6.6m 1.30% Added +48.3k +48,336
29 Cornerstone Wealth Group, LLC 0.36% of their portfolio HUNTERSVILLE, NC 180,670180.7k $6.1m $6.1m 0.36% Added +2.5k +2,462
30 JB Capital LLC 0.20% of their portfolio WETHERSFIELD, CT 168,381168.4k $5.7m $5.7m 0.20% Added +68.3k +68,349
31 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 164,563164.6k $5.6m $5.6m 0.01% Added +154.1k +154,112
32 PARK AVENUE SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 159,441159.4k $5.4m $5.4m 0.03% Added +76.1k +76,129
33 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 157,022157.0k $5.3m $5.3m 0.02% Added +34.2k +34,158
34 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.24% of their portfolio Westlake, OH 142,708142.7k $4.8m $4.8m 0.24% Added +71.5k +71,461
35 Keeler Thomas Management LLC 1.46% of their portfolio Orem, UT 122,118122.1k $4.1m $4.1m 1.46% New
36 CreativeOne Wealth, LLC 0.08% of their portfolio OVERLAND PARK, KS 110,274110.3k $3.7m $3.7m 0.08% Added +30.7k +30,657
37 Triad Wealth Partners, LLC 0.22% of their portfolio LAWRENCE, KS 108,036108.0k $3.7m $3.7m 0.22% Added +20.6k +20,602
38 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 106,187106.2k $3.6m $3.6m 0.00% Added +3.6k +3,556
39 INDEPENDENT FINANCIAL GROUP, LLC 0.07% of their portfolio SAN DIEGO, CA 105,580105.6k $3.6m $3.6m 0.07% Added +9.4k +9,423
40 United Advisor Group, LLC 0.38% of their portfolio CINCINNATI, OH 105,576105.6k $3.6m $3.6m 0.38% Added +10.8k +10,765
41 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 105,446105.4k $3.6m $3.6m 0.00% Unchanged
42 Semus Wealth Partners LLC 1.51% of their portfolio Boca Raton, FL 92,39592.4k $3.1m $3.1m 1.51% Added +6.2k +6,201
43 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 87,98388.0k $3.0m $3.0m 0.01% Added +54.8k +54,763
44 Kelly Financial Services LLC 0.60% of their portfolio BRAINTREE, MA 82,59682.6k $2.8m $2.8m 0.60% Added +24.1k +24,120
45 BEACON FINANCIAL GROUP 0.25% of their portfolio DALLAS, TX 82,53182.5k $2.8m $2.8m 0.25% Added +21.2k +21,250
46 FIDUCIARY FINANCIAL ADVISORS 0.28% of their portfolio GRAND RAPIDS, MI 81,58181.6k $2.8m $2.8m 0.28% New
47 DRIVE WEALTH MANAGEMENT, LLC 0.49% of their portfolio LEHI, UT 80,71480.7k $2.7m $2.7m 0.49% Added +3.0k +2,983
48 Flagship Private Wealth, LLC 0.93% of their portfolio Woburn, MA 77,63777.6k $2.6m $2.6m 0.93% Added +19.2k +19,193
49 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 76,46576.5k $2.6m $2.6m 0.00% Added +76.0k +76,019
50 3EDGE Asset Management, LP 0.11% of their portfolio Naples, FL 74,09674.1k $2.5m $2.5m 0.11% New
51 ARWA LLC 1.03% of their portfolio FORT WORTH, TX 72,83372.8k $2.5m $2.5m 1.03% Added +61.6k +61,638
52 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 70,32170.3k $2.4m $2.4m 0.01% Added +25.2k +25,238
53 Founders Financial Alliance, LLC 0.31% of their portfolio RALEIGH, NC 69,90969.9k $2.4m $2.4m 0.31% Added +5.0k +4,960
54 Simplicity Wealth,LLC 0.08% of their portfolio SUMMIT, NJ 67,46467.5k $2.3m $2.3m 0.08% New
55 Orion Porfolio Solutions, LLC 0.02% of their portfolio OMAHA, NE 64,57964.6k $2.2m $2.2m 0.02% Added +26.7k +26,728
56 ShoreHaven Wealth Partners, LLC 0.67% of their portfolio Red Bank, NJ 62,79662.8k $2.1m $2.1m 0.67% Added +26.7k +26,682
57 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 62,00462.0k $2.1m $2.1m 0.00% Added +15.3k +15,328
58 Sequoia Financial Advisors, LLC 0.01% of their portfolio Akron, OH 56,07456.1k $1.9m $1.9m 0.01% Added +15.1k +15,078
59 FIRST HORIZON CORP 0.07% of their portfolio MEMPHIS, TN 54,55554.6k $1.8m $1.8m 0.07% Unchanged
60 Gotham Asset Management, LLC 0.00% of their portfolio NEW YORK, NY 53,83853.8k $1.8m $1.8m 0.00% Added +7.7k +7,695
61 Sovran Advisors, LLC 0.13% of their portfolio SAN DIEGO, CA 53,39453.4k $1.8m $1.8m 0.13% Reduced -34.5k -34,480
62 BETO FINANCIAL GROUP, LLC 0.88% of their portfolio BOISE, ID 49,85549.9k $1.7m $1.7m 0.88% Added +4.8k +4,839
63 Confluence Wealth Services, Inc. 0.05% of their portfolio MCMURRAY, PA 46,67946.7k $1.6m $1.6m 0.05% Reduced -7.8k -7,809
64 Invst, LLC 0.15% of their portfolio INDIANAPOLIS, IN 44,99745.0k $1.5m $1.5m 0.15% Added +16.6k +16,595
65 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 44,40344.4k $1.5m $1.5m 0.02% Reduced -7.0k -7,042
66 Quadrant Private Wealth Management, LLC 0.32% of their portfolio Center Valley, PA 42,27942.3k $1.4m $1.4m 0.32% Added +16.6k +16,632
67 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 40,66440.7k $1.4m $1.4m 0.00% Added +29.6k +29,603
68 SHEETS SMITH WEALTH MANAGEMENT 0.14% of their portfolio WINSTON-SALEM, NC 40,08940.1k $1.4m $1.4m 0.14% Added +242 +242
69 FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 0.27% of their portfolio NEWTOWN, PA 39,42539.4k $1.3m $1.3m 0.27% New
70 Embree Financial Group 0.12% of their portfolio Chicago, IL 36,78336.8k $1.2m $1.2m 0.12% Added +21.9k +21,886
71 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 36,62836.6k $1.2m $1.2m 0.01% Added +9.8k +9,832
72 Integrated Advisors Network LLC 0.06% of their portfolio DALLAS, TX 35,99636.0k $1.2m $1.2m 0.06% Added +16.6k +16,640
73 Detalus Advisors, LLC 0.22% of their portfolio ST. LOUIS, MO 33,18833.2k $1.1m $1.1m 0.22% Added +14.7k +14,696
74 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 30,45630.5k $1.0m $1.0m 0.00% Added +19.3k +19,282
75 BlackRock, Inc. 0.00% of their portfolio New York, NY 30,40830.4k $1.0m $1.0m 0.00% Added +2.4k +2,394
76 GTS SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 27,63927.6k $935.0k $935.0k 0.02% New
77 Snowden Capital Advisors LLC 0.02% of their portfolio New York, NY 27,52727.5k $931.2k $931.2k 0.02% Reduced -228 -228
78 Synergy Investment Management, LLC 0.22% of their portfolio ALTAMONTE SPRINGS, FL 27,23827.2k $921.5k $921.5k 0.22% Added +9.7k +9,718
79 Skyline Advisors, Inc. 0.28% of their portfolio BELLINGHAM, WA 26,54426.5k $898.0k $898.0k 0.28% Added +9.7k +9,731
80 Gladstone Institutional Advisory LLC 0.03% of their portfolio Bedminster, NJ 25,56025.6k $864.7k $864.7k 0.03% Reduced -387 -387
81 Avantra Family Wealth, Inc. 0.52% of their portfolio MECHANICSBURG, PA 23,89023.9k $808.2k $808.2k 0.52% Added +9.3k +9,313
82 NorthRock Partners, LLC 0.01% of their portfolio MINNEAPOLIS, MN 21,21321.2k $717.6k $717.6k 0.01% Added +7.2k +7,167
83 RDA Financial Network 0.15% of their portfolio AKRON, IA 20,91320.9k $707.5k $707.5k 0.15% New
84 Dynasty Wealth Management, LLC 0.01% of their portfolio ST. PETERSBURG, FL 20,64320.6k $698.4k $698.4k 0.01% Added +998 +998
85 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 20,29520.3k $686.6k $686.6k 0.00% Reduced -71.5k -71,518
86 Transamerica Financial Advisors, LLC 0.06% of their portfolio CEDAR RAPIDS, IA 20,26120.3k $685.4k $685.4k 0.06% Added +13.1k +13,079
87 PMG Family Office LLC 0.62% of their portfolio PLANO, TX 20,04420.0k $678.1k $678.1k 0.62% Added +782 +782
88 V2 Financial group LLC 0.25% of their portfolio NAPERVILLE, IL 19,94319.9k $674.7k $674.7k 0.25% New
89 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 19,44219.4k $657.7k $657.7k 0.01% Added +5.1k +5,132
90 EHRLICH FINANCIAL GROUP 0.33% of their portfolio LAGUNA NIGUEL, CA 19,05819.1k $644.7k $644.7k 0.33% Added +7.9k +7,851
91 SigFig Wealth Management, LLC 0.02% of their portfolio SAN FRANCISCO, CA 18,86118.9k $634.5k $634.5k 0.02% Added +6.0k +5,952
92 Perennial Investment Advisors, LLC 0.04% of their portfolio Los Angeles, CA 18,57618.6k $628.4k $628.4k 0.04% Added +950 +950
93 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 17,77217.8k $601.2k $601.2k 0.01% New
94 GeoWealth Management, LLC 0.02% of their portfolio CHICAGO, IL 17,55917.6k $594.0k $594.0k 0.02% Added +5.3k +5,347
95 Mariner, LLC 0.00% of their portfolio Overland Park, KS 17,32717.3k $586.2k $586.2k 0.00% Added +1.7k +1,702
96 Clarity Wealth Advisors, LLC 0.10% of their portfolio SAN JOSE, CA 17,20017.2k $581.9k $581.9k 0.10% Added +200 +200
97 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 16,40216.4k $554.9k $554.9k 0.01% Reduced -1.6k -1,605
98 OpenArc Corporate Advisory, LLC 0.01% of their portfolio ATLANTA, GA 16,01216.0k $541.7k $541.7k 0.01% Added +2.8k +2,837
99 Security Financial Services, INC. 0.07% of their portfolio Fort Wayne, IN 15,88115.9k $537.3k $537.3k 0.07% Added +5.4k +5,435
100 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 15,53115.5k $525.4k $525.4k 0.01% Added +1.9k +1,881