BLCR iShares Large Cap Core Active ETF
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Détenteurs institutionnels (13F) 426 déclarants · $5.6B total · Au 30 juin 2026
Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.
Activité institutionnelle — Q2 2026 vs trimestre précédent
| Nouvelles positions | Positions clôturées | Augmenté | Diminué | Variation nette des actions |
|---|---|---|---|---|
| 133 | 12 | 241 | 37 | — |
Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée. Variation par rapport au trimestre précédent non affichée : la couverture des déclarants diffère trop entre ces deux trimestres pour une comparaison fiable.
| Institution | Valeur | Actions | % de 13F suivies | Type |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $2 055 555 477 | 40 809 147 | 36,92% | Actions |
| LPL Financial LLC | $751 670 297 | 14 922 976 | 13,50% | Actions |
| JPMORGAN CHASE & CO | $268 531 482 | 5 379 236 | 4,82% | Actions |
| MORGAN STANLEY | $231 136 483 | 4 588 772 | 4,15% | Actions |
| MML INVESTORS SERVICES, LLC | $173 780 756 | 3 450 085 | 3,12% | Actions |
| Envestnet Portfolio Solutions, Inc. | $172 582 360 | 3 426 293 | 3,10% | Actions |
| CWM, LLC | $138 875 836 | 3 382 266 | 2,49% | Actions |
| Cetera Investment Advisers | $133 204 698 | 2 644 524 | 2,39% | Actions |
| Bank of New York Mellon Corp | $101 515 635 | 2 015 399 | 1,82% | Actions |
| OneDigital Investment Advisors LLC | $74 753 363 | 1 484 085 | 1,34% | Actions |
| JB Capital LLC | $69 478 216 | 1 379 357 | 1,25% | Actions |
| Sanctuary Advisors, LLC | $59 284 681 | 1 176 984 | 1,06% | Actions |
| NewEdge Advisors, LLC | $55 825 961 | 1 108 317 | 1,00% | Actions |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $47 226 032 | 936 830 | 0,85% | Actions |
| STIFEL FINANCIAL CORP | $43 579 438 | 865 185 | 0,78% | Actions |
| COMMONWEALTH EQUITY SERVICES, LLC | $40 087 752 | 795 866 | 0,72% | Actions |
| OSAIC HOLDINGS, INC. | $32 473 826 | 644 610 | 0,58% | Actions |
| Atria Investments, Inc | $28 765 397 | 571 082 | 0,52% | Actions |
| Cerity Partners LLC | $26 431 830 | 524 753 | 0,47% | Actions |
| Icon Wealth Advisors, LLC | $24 132 756 | 479 110 | 0,43% | Actions |
| Goldstein Advisors, LLC | $23 811 914 | 472 740 | 0,43% | Actions |
| TRUIST FINANCIAL CORP | $22 664 109 | 449 953 | 0,41% | Actions |
| Sharkey, Howes & Javer | $20 166 838 | 400 374 | 0,36% | Actions |
| MGO ONE SEVEN LLC | $15 510 346 | 307 928 | 0,28% | Actions |
| Stone House Investment Management, LLC | $15 247 452 | 302 709 | 0,27% | Actions |
| Ameritas Advisory Services, LLC | $14 949 991 | 296 803 | 0,27% | Actions |
| BEACON FINANCIAL GROUP | $14 938 290 | 296 571 | 0,27% | Actions |
| Arax Advisory Partners | $14 681 353 | 291 470 | 0,26% | Actions |
| Orion Porfolio Solutions, LLC | $14 505 354 | 287 976 | 0,26% | Actions |
| Horst & Graben Wealth Management LLC | $13 812 398 | 275 429 | 0,25% | Actions |
| &PARTNERS | $13 561 164 | 266 318 | 0,24% | Actions |
| SteelPeak Wealth, LLC | $13 243 963 | 262 934 | 0,24% | Actions |
| Shepherd Financial Partners LLC | $12 532 564 | 248 810 | 0,23% | Actions |
| INTEGRITY ALLIANCE, LLC. | $11 494 233 | 228 196 | 0,21% | Actions |
| Vise Technologies, Inc. | $11 491 443 | 228 141 | 0,21% | Actions |
| One Wealth Advisors, LLC | $11 369 825 | 225 726 | 0,20% | Actions |
| PAX Financial Group, LLC | $10 556 192 | 209 573 | 0,19% | Actions |
| Equitable Holdings, Inc. | $10 525 012 | 208 954 | 0,19% | Actions |
| Farther Finance Advisors, LLC | $10 280 551 | 204 125 | 0,18% | Actions |
| WEALTH ALLIANCE, LLC | $9 923 678 | 197 016 | 0,18% | Actions |
| Trek Financial, LLC | $9 712 192 | 192 817 | 0,17% | Actions |
| Kestra Advisory Services, LLC | $9 396 164 | 186 543 | 0,17% | Actions |
| Pettinga Financial Advisors LLC | $9 356 581 | 185 757 | 0,17% | Actions |
| Steward Partners Investment Advisory, LLC | $9 024 138 | 179 157 | 0,16% | Actions |
| SWMG, LLC | $8 896 372 | 178 642 | 0,16% | Actions |
| PRINCIPAL SECURITIES, INC. | $8 858 876 | 175 876 | 0,16% | Actions |
| Global Retirement Partners, LLC | $8 646 610 | 171 662 | 0,16% | Actions |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8 503 466 | 169 730 | 0,15% | Actions |
| Cypress Wealth Services, LLC | $8 460 102 | 167 959 | 0,15% | Actions |
| Embree Financial Group | $8 338 554 | 165 546 | 0,15% | Actions |
| Kilter Group LLC | $8 243 411 | 163 657 | 0,15% | Actions |
| Kelly Financial Services LLC | $8 224 526 | 163 282 | 0,15% | Actions |
| Legacy Financial Group LLC | $8 177 337 | 162 345 | 0,15% | Actions |
| Brookstone Capital Management | $8 043 148 | 159 681 | 0,14% | Actions |
| Detalus Advisors, LLC | $8 011 339 | 159 050 | 0,14% | Actions |
| Security Financial Services, INC. | $7 997 446 | 158 774 | 0,14% | Actions |
| Regal Investment Advisors LLC | $7 879 677 | 156 435 | 0,14% | Actions |
| Keystone Financial Group | $7 509 567 | 149 088 | 0,13% | Actions |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $7 489 646 | 156 067 | 0,13% | Actions |
| Diversify Advisory Services, LLC | $7 489 646 | 156 067 | 0,13% | Actions |
| ONE Advisory Partners, LLC | $7 311 203 | 145 150 | 0,13% | Actions |
| ASSETMARK, INC | $7 074 727 | 140 455 | 0,13% | Actions |
| Rothschild Wealth LLC | $7 026 095 | 139 490 | 0,13% | Actions |
| Ashton Thomas Private Wealth, LLC | $6 992 619 | 138 825 | 0,13% | Actions |
| Archer Investment Management, LLC | $6 626 516 | 131 557 | 0,12% | Actions |
| Keystone Financial Services | $6 621 526 | 131 458 | 0,12% | Actions |
| Invst, LLC | $6 561 631 | 130 269 | 0,12% | Actions |
| Perigon Wealth Management, LLC | $6 468 613 | 128 422 | 0,12% | Actions |
| Buttonwood Financial Group, LLC | $6 410 327 | 127 265 | 0,12% | Actions |
| INDEPENDENT FINANCIAL GROUP, LLC | $5 712 161 | 113 404 | 0,10% | Actions |
| Bay Harbor Wealth Management, LLC | $5 710 548 | 113 372 | 0,10% | Actions |
| Merit Financial Group, LLC | $5 676 656 | 112 699 | 0,10% | Actions |
| Stratos Wealth Partners, LTD. | $5 653 957 | 112 248 | 0,10% | Actions |
| TSA Wealth Managment LLC | $5 517 127 | 109 532 | 0,10% | Actions |
| Waverly Advisors, LLC | $5 515 968 | 109 509 | 0,10% | Actions |
| Apollon Wealth Management, LLC | $5 510 328 | 109 397 | 0,10% | Actions |
| Integrated Wealth Concepts LLC | $5 395 455 | 107 098 | 0,10% | Actions |
| ShoreHaven Wealth Partners, LLC | $5 371 306 | 106 637 | 0,10% | Actions |
| World Investment Advisors | $5 173 428 | 105 934 | 0,09% | Actions |
| WealthShield Partners, LLC | $5 143 331 | 102 111 | 0,09% | Actions |
| TWIN PEAKS WEALTH ADVISORS, LLC | $5 121 310 | 101 674 | 0,09% | Actions |
| Vertex Planning Partners, LLC | $5 098 603 | 101 223 | 0,09% | Actions |
| Fifth Third Wealth Advisors LLC | $5 097 595 | 101 203 | 0,09% | Actions |
| Claro Advisors Inc. | $5 043 101 | 100 121 | 0,09% | Actions |
| BCGM Wealth Management, LLC | $4 988 137 | 99 030 | 0,09% | Actions |
| Gen-Wealth Partners Inc | $4 899 378 | 97 268 | 0,09% | Actions |
| RAYMOND JAMES FINANCIAL INC | $4 823 450 | 95 760 | 0,09% | Actions |
| Perennial Investment Advisors, LLC | $4 796 891 | 95 211 | 0,09% | Actions |
| Mayflower Financial Advisors, LLC | $4 750 395 | 94 310 | 0,09% | Actions |
| Cobblestone Asset Management LLC | $4 692 620 | 93 163 | 0,08% | Actions |
| Beacon Capital Management, LLC | $4 673 684 | 92 787 | 0,08% | Actions |
| WCG Wealth Advisors LLC | $4 552 441 | 90 380 | 0,08% | Actions |
| Gateway Wealth Partners, LLC | $4 548 242 | 90 297 | 0,08% | Actions |
| SigFig Wealth Management, LLC | $4 449 925 | 89 141 | 0,08% | Actions |
| VestGen Advisors, LLC | $4 437 446 | 88 097 | 0,08% | Actions |
| FINANCIAL LIFE ADVISORS | $4 436 036 | 88 069 | 0,08% | Actions |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $4 427 706 | 87 904 | 0,08% | Actions |
| Synergy Investment Management, LLC | $4 296 434 | 85 298 | 0,08% | Actions |
| Apeiron RIA LLC | $4 289 310 | 85 156 | 0,08% | Actions |
| Strategies Wealth Advisors, LLC | $4 286 310 | 85 096 | 0,08% | Actions |