10 institutions reported holding $18.4M of BLACKROCK ETF TRUST II (IVVB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Ashton Thomas Private Wealth, LLC ($6.7M), Planned Solutions, Inc. ($5.8M), ERn Financial, LLC ($2.5M), PFG Investments, LLC ($1.7M), Formidable Asset Management, LLC ($756,817). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ashton Thomas Private Wealth, LLC | $6.7M | 194,019 | Added |
| 2 | Planned Solutions, Inc. | $5.8M | 167,488 | Trimmed |
| 3 | ERn Financial, LLC | $2.5M | 72,456 | Added |
| 4 | PFG Investments, LLC | $1.7M | 50,370 | Added |
| 5 | Formidable Asset Management, LLC | $756,817 | 23,621 | Trimmed |
| 6 | SAGESPRING WEALTH PARTNERS, LLC | $557,197 | 16,090 | Trimmed |
| 7 | Savvy Advisors, Inc. | $343,530 | 9,920 | New |
| 8 | IFP Advisors, Inc | $11,947 | 345 | Added |
| 9 | AE Wealth Management LLC | $4,848 | 140 | Hold |
| 10 | BIP Wealth, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30