18 institutions reported holding $59.2M of BLACKROCK ETF TRUST II (IVVM) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($26.8M), FOUNDERS FINANCIAL SECURITIES LLC ($16.2M), CRA Financial Services, LLC ($5.8M), Vavra Capital Management, LLC ($3.8M), Envestnet Portfolio Solutions, Inc. ($2.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $26.8M | 724,237 | Trimmed |
| 2 | FOUNDERS FINANCIAL SECURITIES LLC | $16.2M | 437,284 | Trimmed |
| 3 | CRA Financial Services, LLC | $5.8M | 155,877 | Trimmed |
| 4 | Vavra Capital Management, LLC | $3.8M | 103,066 | Added |
| 5 | Envestnet Portfolio Solutions, Inc. | $2.6M | 70,653 | Added |
| 6 | PFG Investments, LLC | $1.3M | 36,288 | New |
| 7 | LifeGoal Investments, LLC | $900,618 | 24,372 | Added |
| 8 | Brookstone Capital Management | $771,098 | 20,867 | Added |
| 9 | Savvy Advisors, Inc. | $343,219 | 9,288 | New |
| 10 | Chatterton & Associates Inc. | $298,760 | 8,042 | Hold |
| 11 | Apollon Wealth Management, LLC | $200,766 | 5,433 | Trimmed |
| 12 | Patriot Financial Group Insurance Agency, LLC | $200,753 | 5,433 | Trimmed |
| 13 | AE Wealth Management LLC | $28,942 | 783 | Added |
| 14 | CoreCap Advisors, LLC | $17,220 | 466 | Trimmed |
| 15 | IFP Advisors, Inc | $8,943 | 242 | Added |
| 16 | ASSETMARK, INC | $5,543 | 150 | Trimmed |
| 17 | DHJJ Financial Advisors, Ltd. | $37 | 1 | Hold |
| 18 | BIP Wealth, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30