228 institutions reported holding $1.49B of BLACKROCK ETF TRUST II (CLOA) in SEC 13F filings for 2026-03-31. Largest institutional holders: Richard Bernstein Advisors LLC ($320.7M), ENVESTNET ASSET MANAGEMENT INC ($138.4M), BlackRock, Inc. ($108.7M), LPL Financial LLC ($100.6M), Advocacy Wealth Management, LLC ($54.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Richard Bernstein Advisors LLC | $320.7M | 6.2M | New |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $138.4M | 2.7M | Added |
| 3 | BlackRock, Inc. | $108.7M | 2.1M | Added |
| 4 | LPL Financial LLC | $100.6M | 1.9M | Added |
| 5 | Advocacy Wealth Management, LLC | $54.6M | 1.1M | Added |
| 6 | MORGAN STANLEY | $42.8M | 825,489 | Added |
| 7 | Cetera Investment Advisers | $30.4M | 587,388 | Added |
| 8 | INSPIRION WEALTH ADVISORS, LLC | $29.2M | 563,343 | Added |
| 9 | JPMORGAN CHASE & CO | $27.9M | 537,727 | Trimmed |
| 10 | Pallas Capital Advisors LLC | $26.6M | 512,982 | Trimmed |
| 11 | CenturyLink Investment Management Co | $26.5M | 511,600 | New |
| 12 | MML INVESTORS SERVICES, LLC | $22.9M | 440,930 | Added |
| 13 | Vestmark Advisory Solutions, Inc. | $22.8M | 440,508 | Added |
| 14 | Betterment LLC | $18.1M | 348,450 | Added |
| 15 | August Group Capital Ltd | $16.4M | 316,340 | Added |
| 16 | Goldstone Financial Group, LLC | $15.8M | 303,923 | Added |
| 17 | Landing Point Financial Group, LLC | $15.5M | 298,253 | Added |
| 18 | OneDigital Investment Advisors LLC | $15.2M | 292,367 | Added |
| 19 | ASSETMARK, INC | $15.0M | 289,664 | Added |
| 20 | AE Wealth Management LLC | $14.2M | 274,373 | Added |
| 21 | Envestnet Portfolio Solutions, Inc. | $14.0M | 270,914 | Added |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $13.4M | 258,633 | Added |
| 23 | Elequin Capital, LP | $12.6M | 317,152 | Added |
| 24 | Cascade Wealth Advisors, Inc | $12.4M | 239,300 | Added |
| 25 | CacheTech Inc. | $11.3M | 217,080 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31