69 institutions reported holding $817.9M of BlackRock Total Return ETF (BRTR) in SEC 13F filings for 2026-03-31. Largest institutional holders: Dynasty Wealth Management, LLC ($202.1M), JPMORGAN CHASE & CO ($140.5M), SAGESPRING WEALTH PARTNERS, LLC ($98.4M), OpenArc Corporate Advisory, LLC ($72.6M), BANK OF AMERICA CORP /DE/ ($38.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Dynasty Wealth Management, LLC | $202.1M | 4.0M | Added |
| 2 | JPMORGAN CHASE & CO | $140.5M | 2.8M | Trimmed |
| 3 | SAGESPRING WEALTH PARTNERS, LLC | $98.4M | 2.0M | Trimmed |
| 4 | OpenArc Corporate Advisory, LLC | $72.6M | 1.4M | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $38.6M | 769,727 | Added |
| 6 | Weil Company, Inc. | $31.8M | 633,112 | Trimmed |
| 7 | Pinnacle Financial Partners, Inc. | $28.4M | 566,750 | Added |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $27.8M | 552,918 | New |
| 9 | CFS Investment Advisory Services, LLC | $14.8M | 291,738 | Added |
| 10 | Arkadios Wealth Advisors | $13.9M | 276,840 | Added |
| 11 | WETZEL INVESTMENT ADVISORS, INC. | $11.3M | 224,597 | Added |
| 12 | RFG - Bristol Wealth Advisors, LLC | $11.1M | 220,423 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $10.6M | 210,498 | Added |
| 14 | GOLDMAN SACHS GROUP INC | $9.2M | 183,100 | Added |
| 15 | Centerline Wealth Advisors, LLC | $8.6M | 171,719 | Trimmed |
| 16 | UNIQUE WEALTH, LLC | $8.1M | 160,859 | Trimmed |
| 17 | Storen Legacy Partners, LLC | $7.9M | 158,255 | New |
| 18 | Vise Technologies, Inc. | $7.3M | 144,152 | Hold |
| 19 | May Hill Capital, LLC | $6.8M | 135,066 | Added |
| 20 | Cyndeo Wealth Partners, LLC | $5.3M | 105,879 | Trimmed |
| 21 | SWP FINANCIAL LLC | $5.3M | 105,660 | Added |
| 22 | Spectrum Planning & Advisory Services Inc. | $4.8M | 96,518 | Trimmed |
| 23 | Ethos Financial Group, LLC | $4.4M | 87,712 | Added |
| 24 | WEALTH ALLIANCE, LLC | $4.3M | 85,264 | Added |
| 25 | JONES FINANCIAL COMPANIES LLLP | $4.0M | 80,351 | Added |
Source: SEC Form 13F filings · as of 2026-03-31