33 institutions reported holding $122.0M of BLACKROCK ETF TRUST II (IVVM) in SEC 13F filings for 2026-03-31. Largest institutional holders: BlackRock, Inc. ($36.3M), ENVESTNET ASSET MANAGEMENT INC ($28.3M), FOUNDERS FINANCIAL SECURITIES LLC ($15.4M), RAYMOND JAMES FINANCIAL INC ($7.7M), CAPTRUST FINANCIAL ADVISORS ($6.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $36.3M | 1.1M | Hold |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $28.3M | 831,026 | Added |
| 3 | FOUNDERS FINANCIAL SECURITIES LLC | $15.4M | 438,365 | New |
| 4 | RAYMOND JAMES FINANCIAL INC | $7.7M | 225,577 | Added |
| 5 | CAPTRUST FINANCIAL ADVISORS | $6.9M | 201,454 | Trimmed |
| 6 | CRA Financial Services, LLC | $5.4M | 157,704 | Trimmed |
| 7 | LPL Financial LLC | $4.2M | 123,454 | Added |
| 8 | Vavra Capital Management, LLC | $3.5M | 102,084 | Added |
| 9 | COMPASS CAPITAL CORP /MA/ /ADV | $2.3M | 61,880 | Added |
| 10 | Envestnet Portfolio Solutions, Inc. | $2.0M | 58,993 | Added |
| 11 | OLD MISSION CAPITAL LLC | $1.7M | 50,453 | New |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 46,829 | Added |
| 13 | BIP Wealth, LLC | $1.1M | 31,105 | Added |
| 14 | Cetera Investment Advisers | $991,100 | 29,056 | Added |
| 15 | OSAIC HOLDINGS, INC. | $920,460 | 26,985 | Trimmed |
| 16 | LifeGoal Investments, LLC | $688,266 | 20,078 | Trimmed |
| 17 | Brookstone Capital Management | $648,977 | 19,026 | New |
| 18 | COFG Advisors, LLC | $523,725 | 15,354 | New |
| 19 | HighTower Advisors, LLC | $413,311 | 12,117 | Hold |
| 20 | Patriot Financial Group Insurance Agency, LLC | $370,616 | 10,866 | New |
| 21 | Chatterton & Associates Inc. | $281,711 | 8,042 | Hold |
| 22 | Apollon Wealth Management, LLC | $233,551 | 6,847 | New |
| 23 | GWN SECURITIES INC. | $216,333 | 6,342 | New |
| 24 | Capital Analysts, LLC | $115,000 | 3,379 | New |
| 25 | ASSETMARK, INC | $110,039 | 3,226 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31