Who Owns BLACKROCK ETF TRUST II (CLOA)? -- Institutional Holders (2026-06-30)
264 institutions reported holding $1.44B of BLACKROCK ETF TRUST II (CLOA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Jupiter Topco LLC ($157.3M), BlackRock, Inc. ($122.5M), ENVESTNET ASSET MANAGEMENT INC ($104.8M), LPL Financial LLC ($102.2M), Advocacy Wealth Management, LLC ($57.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Jupiter Topco LLC | $157.3M | 3.0M | New |
| 2 | BlackRock, Inc. | $122.5M | 2.4M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $104.8M | 2.0M | Trimmed |
| 4 | LPL Financial LLC | $102.2M | 2.0M | Added |
| 5 | Advocacy Wealth Management, LLC | $57.1M | 1.1M | Added |
| 6 | MORGAN STANLEY | $50.2M | 967,249 | Added |
| 7 | INSPIRION WEALTH ADVISORS, LLC | $34.3M | 662,318 | Added |
| 8 | Cetera Investment Advisers | $33.6M | 648,045 | Added |
| 9 | JPMORGAN CHASE & CO | $30.5M | 587,131 | Added |
| 10 | Betterment LLC | $30.4M | 585,958 | Added |
| 11 | Pallas Capital Advisors LLC | $28.5M | 548,355 | Added |
| 12 | CenturyLink Investment Management Co | $26.6M | 511,600 | Hold |
| 13 | MML INVESTORS SERVICES, LLC | $24.7M | 475,109 | Added |
| 14 | Vestmark Advisory Solutions, Inc. | $23.0M | 443,792 | Added |
| 15 | Goldstone Financial Group, LLC | $19.0M | 366,312 | Added |
| 16 | OneDigital Investment Advisors LLC | $17.8M | 342,704 | Added |
| 17 | Macro Advisors, Inc. | $15.6M | 300,843 | Added |
| 18 | Tower Research Capital LLC (TRC) | $15.5M | 297,691 | Added |
| 19 | Cascade Wealth Advisors, Inc | $14.7M | 283,645 | Added |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $14.3M | 276,254 | Added |
| 21 | Ferguson Shapiro LLC | $14.1M | 271,637 | Added |
| 22 | ASSETMARK, INC | $12.6M | 242,828 | Trimmed |
| 23 | CacheTech Inc. | $12.6M | 242,478 | Added |
| 24 | August Group Capital Ltd | $12.6M | 241,765 | Trimmed |
| 25 | STAR Financial Bank | $12.3M | 237,338 | Added |
Source: SEC Form 13F filings · as of 2026-06-30