CLOA — BlackRock ETF Trust II Institutional Holders · Q3 2026
Who owns BlackRock ETF Trust II (CLOA)? 10 institutions reported holding $43.99M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Inspirion Wealth Advisors, LLC ($37.0M), Cox Capital Mgt LLC ($1.7M), Castle Rock Wealth Management, LLC ($1.4M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | INSPIRION WEALTH ADVISORS, LLC | $37.0M | 712,776 | Added |
| 2 | Cox Capital Mgt LLC | $1.7M | 33,612 | Added |
| 3 | Castle Rock Wealth Management, LLC | $1.4M | 27,148 | Added |
| 4 | Breakwater Capital Group | $1.2M | 23,756 | Added |
| 5 | Weaver Consulting Group | $1.0M | 20,100 | Added |
| 6 | Farther Finance Advisors, LLC | $954,944 | 18,406 | Added |
| 7 | SigFig Wealth Management, LLC | $386,885 | 7,457 | Trimmed |
| 8 | Elm3 Financial Group, LLC | $241,200 | 4,649 | Added |
| 9 | ATWOOD & PALMER INC | $0 | 0 | Exited |
| 10 | CoreCap Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30