BLCR iShares Large Cap Core Active ETF

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Institutional owners (13F) 426 filers · $5.6B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
133 12 241 37

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair. Change vs prior quarter not shown: filer coverage differs too much between these two quarters for a reliable comparison.

Institution Value Shares % of tracked 13F Type
ENVESTNET ASSET MANAGEMENT INC $2,055,555,477 40,809,147 36.92% Shares
LPL Financial LLC $751,670,297 14,922,976 13.50% Shares
JPMORGAN CHASE & CO $268,531,482 5,379,236 4.82% Shares
MORGAN STANLEY $231,136,483 4,588,772 4.15% Shares
MML INVESTORS SERVICES, LLC $173,780,756 3,450,085 3.12% Shares
Envestnet Portfolio Solutions, Inc. $172,582,360 3,426,293 3.10% Shares
CWM, LLC $138,875,836 3,382,266 2.49% Shares
Cetera Investment Advisers $133,204,698 2,644,524 2.39% Shares
Bank of New York Mellon Corp $101,515,635 2,015,399 1.82% Shares
OneDigital Investment Advisors LLC $74,753,363 1,484,085 1.34% Shares
JB Capital LLC $69,478,216 1,379,357 1.25% Shares
Sanctuary Advisors, LLC $59,284,681 1,176,984 1.06% Shares
NewEdge Advisors, LLC $55,825,961 1,108,317 1.00% Shares
UNITED CAPITAL FINANCIAL ADVISORS, LLC $47,226,032 936,830 0.85% Shares
STIFEL FINANCIAL CORP $43,579,438 865,185 0.78% Shares
COMMONWEALTH EQUITY SERVICES, LLC $40,087,752 795,866 0.72% Shares
OSAIC HOLDINGS, INC. $32,473,826 644,610 0.58% Shares
Atria Investments, Inc $28,765,397 571,082 0.52% Shares
Cerity Partners LLC $26,431,830 524,753 0.47% Shares
Icon Wealth Advisors, LLC $24,132,756 479,110 0.43% Shares
Goldstein Advisors, LLC $23,811,914 472,740 0.43% Shares
TRUIST FINANCIAL CORP $22,664,109 449,953 0.41% Shares
Sharkey, Howes & Javer $20,166,838 400,374 0.36% Shares
MGO ONE SEVEN LLC $15,510,346 307,928 0.28% Shares
Stone House Investment Management, LLC $15,247,452 302,709 0.27% Shares
Ameritas Advisory Services, LLC $14,949,991 296,803 0.27% Shares
BEACON FINANCIAL GROUP $14,938,290 296,571 0.27% Shares
Arax Advisory Partners $14,681,353 291,470 0.26% Shares
Orion Porfolio Solutions, LLC $14,505,354 287,976 0.26% Shares
Horst & Graben Wealth Management LLC $13,812,398 275,429 0.25% Shares
&PARTNERS $13,561,164 266,318 0.24% Shares
SteelPeak Wealth, LLC $13,243,963 262,934 0.24% Shares
Shepherd Financial Partners LLC $12,532,564 248,810 0.23% Shares
INTEGRITY ALLIANCE, LLC. $11,494,233 228,196 0.21% Shares
Vise Technologies, Inc. $11,491,443 228,141 0.21% Shares
One Wealth Advisors, LLC $11,369,825 225,726 0.20% Shares
PAX Financial Group, LLC $10,556,192 209,573 0.19% Shares
Equitable Holdings, Inc. $10,525,012 208,954 0.19% Shares
Farther Finance Advisors, LLC $10,280,551 204,125 0.18% Shares
WEALTH ALLIANCE, LLC $9,923,678 197,016 0.18% Shares
Trek Financial, LLC $9,712,192 192,817 0.17% Shares
Kestra Advisory Services, LLC $9,396,164 186,543 0.17% Shares
Pettinga Financial Advisors LLC $9,356,581 185,757 0.17% Shares
Steward Partners Investment Advisory, LLC $9,024,138 179,157 0.16% Shares
SWMG, LLC $8,896,372 178,642 0.16% Shares
PRINCIPAL SECURITIES, INC. $8,858,876 175,876 0.16% Shares
Global Retirement Partners, LLC $8,646,610 171,662 0.16% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $8,503,466 169,730 0.15% Shares
Cypress Wealth Services, LLC $8,460,102 167,959 0.15% Shares
Embree Financial Group $8,338,554 165,546 0.15% Shares
Kilter Group LLC $8,243,411 163,657 0.15% Shares
Kelly Financial Services LLC $8,224,526 163,282 0.15% Shares
Legacy Financial Group LLC $8,177,337 162,345 0.15% Shares
Brookstone Capital Management $8,043,148 159,681 0.14% Shares
Detalus Advisors, LLC $8,011,339 159,050 0.14% Shares
Security Financial Services, INC. $7,997,446 158,774 0.14% Shares
Regal Investment Advisors LLC $7,879,677 156,435 0.14% Shares
Keystone Financial Group $7,509,567 149,088 0.13% Shares
DIVERSIFY WEALTH MANAGEMENT, LLC $7,489,646 156,067 0.13% Shares
Diversify Advisory Services, LLC $7,489,646 156,067 0.13% Shares
ONE Advisory Partners, LLC $7,311,203 145,150 0.13% Shares
ASSETMARK, INC $7,074,727 140,455 0.13% Shares
Rothschild Wealth LLC $7,026,095 139,490 0.13% Shares
Ashton Thomas Private Wealth, LLC $6,992,619 138,825 0.13% Shares
Archer Investment Management, LLC $6,626,516 131,557 0.12% Shares
Keystone Financial Services $6,621,526 131,458 0.12% Shares
Invst, LLC $6,561,631 130,269 0.12% Shares
Perigon Wealth Management, LLC $6,468,613 128,422 0.12% Shares
Buttonwood Financial Group, LLC $6,410,327 127,265 0.12% Shares
INDEPENDENT FINANCIAL GROUP, LLC $5,712,161 113,404 0.10% Shares
Bay Harbor Wealth Management, LLC $5,710,548 113,372 0.10% Shares
Merit Financial Group, LLC $5,676,656 112,699 0.10% Shares
Stratos Wealth Partners, LTD. $5,653,957 112,248 0.10% Shares
TSA Wealth Managment LLC $5,517,127 109,532 0.10% Shares
Waverly Advisors, LLC $5,515,968 109,509 0.10% Shares
Apollon Wealth Management, LLC $5,510,328 109,397 0.10% Shares
Integrated Wealth Concepts LLC $5,395,455 107,098 0.10% Shares
ShoreHaven Wealth Partners, LLC $5,371,306 106,637 0.10% Shares
World Investment Advisors $5,173,428 105,934 0.09% Shares
WealthShield Partners, LLC $5,143,331 102,111 0.09% Shares
TWIN PEAKS WEALTH ADVISORS, LLC $5,121,310 101,674 0.09% Shares
Vertex Planning Partners, LLC $5,098,603 101,223 0.09% Shares
Fifth Third Wealth Advisors LLC $5,097,595 101,203 0.09% Shares
Claro Advisors Inc. $5,043,101 100,121 0.09% Shares
BCGM Wealth Management, LLC $4,988,137 99,030 0.09% Shares
Gen-Wealth Partners Inc $4,899,378 97,268 0.09% Shares
RAYMOND JAMES FINANCIAL INC $4,823,450 95,760 0.09% Shares
Perennial Investment Advisors, LLC $4,796,891 95,211 0.09% Shares
Mayflower Financial Advisors, LLC $4,750,395 94,310 0.09% Shares
Cobblestone Asset Management LLC $4,692,620 93,163 0.08% Shares
Beacon Capital Management, LLC $4,673,684 92,787 0.08% Shares
WCG Wealth Advisors LLC $4,552,441 90,380 0.08% Shares
Gateway Wealth Partners, LLC $4,548,242 90,297 0.08% Shares
SigFig Wealth Management, LLC $4,449,925 89,141 0.08% Shares
VestGen Advisors, LLC $4,437,446 88,097 0.08% Shares
FINANCIAL LIFE ADVISORS $4,436,036 88,069 0.08% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $4,427,706 87,904 0.08% Shares
Synergy Investment Management, LLC $4,296,434 85,298 0.08% Shares
Apeiron RIA LLC $4,289,310 85,156 0.08% Shares
Strategies Wealth Advisors, LLC $4,286,310 85,096 0.08% Shares