Who Owns BLACKROCK ETF TR II (SHYM)? -- Institutional Holders (2026-06-30)

161 institutions reported holding $470.1M of BLACKROCK ETF TR II (SHYM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Orgel Wealth Management, LLC ($182.9M), LPL Financial LLC ($59.1M), COMMONWEALTH EQUITY SERVICES, LLC ($29.7M), OSAIC HOLDINGS, INC. ($18.8M), ENVESTNET ASSET MANAGEMENT INC ($17.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Orgel Wealth Management, LLC$182.9M8.1MNew
2LPL Financial LLC$59.1M2.6MAdded
3COMMONWEALTH EQUITY SERVICES, LLC$29.7M1.3MAdded
4OSAIC HOLDINGS, INC.$18.8M838,089Added
5ENVESTNET ASSET MANAGEMENT INC$17.1M762,198Added
6JPMORGAN CHASE & CO$9.3M415,599Added
7HighTower Advisors, LLC$8.3M371,409Added
8Quotient Wealth Partners, LLC$7.3M323,488Added
9Dynasty Wealth Management, LLC$7.1M317,510Added
10Trust Co$6.4M286,957Trimmed
11Prentice Wealth Management LLC$5.5M247,048Added
12MML INVESTORS SERVICES, LLC$4.9M217,172Added
13Cambridge Investment Research Advisors, Inc.$4.4M195,227Trimmed
14FORTE ASSET MANAGEMENT LLC$4.0M178,446Added
15Evergreen Wealth Partners LLC$3.7M162,722Added
16Rialto Wealth Management, LLC$3.6M161,516Added
17IHT Wealth Management, LLC$3.5M157,020Trimmed
18CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$3.5M154,176Trimmed
19Ashton Thomas Private Wealth, LLC$3.1M138,370Trimmed
20Capital Analysts, LLC$3.1M137,977Trimmed
21Vertex Planning Partners, LLC$3.1M135,923Added
22Cetera Investment Advisers$2.4M107,759Added
23FourThought Financial Partners, LLC$2.4M106,231Added
24TRUIST FINANCIAL CORP$2.4M105,171Added
25Janney Montgomery Scott LLC$2.4M105,010Added

来源：SEC 13F 申报文件 · 截至 2026-06-30