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Disclosery

BRTR BLACKROCK ETF TRUST II

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CMN (fund)

66 managers (66 13F filers) reported a position in BRTR shares at 2026-03-31, 16,496,434 shares in all. 14 filers opened a position and 4 filers sold out during the quarter.

Managers
66
13F filers
66
New
14
Added
32
Reduced
18
Sold out
4
Shares held by filers
16,496,434

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Dynasty Wealth Management, LLC4,026,972$202M1.76%+2,848,41813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,806,986$140M0.01%-425,89413F-HR/ATimelineGroup
SAGESPRING WEALTH PARTNERS, LLC1,960,645$98.4M1.79%-391,62013F-HRTimeline
OpenArc Corporate Advisory, LLC1,446,655$72.6M1.04%+126,91413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/769,727$38.6M<0.01%+114,48913F-HRTimelineGroup
Weil Company, Inc.633,112$31.8M7.14%-1,24513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …566,750$28.4M0.22%+108,22313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…552,918$27.8M0.04%new13F-HRTimelineGroup
CFS Investment Advisory Services, LLC291,738$14.8M1.02%+11,33213F-HRTimeline
Arkadios Wealth Advisors276,840$13.9M0.23%+195,92313F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.224,597$11.3M4.48%+14,30713F-HRTimeline
RFG - Bristol Wealth Advisors, LLC220,423$11.1M2.98%+23,83413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC210,498$10.6M<0.01%+45,10813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC183,100$9.19M<0.01%+159,13113F-HRTimelineGroup
Centerline Wealth Advisors, LLC171,719$8.62M3.1%-109,73613F-HRTimeline
UNIQUE WEALTH, LLC160,859$8.07M1.12%-29,73213F-HRTimeline
Storen Legacy Partners, LLC158,255$7.94M2.49%new13F-HRTimeline
Vise Technologies, Inc.144,152$7.32M0.14%013F-HRTimeline
May Hill Capital, LLC135,066$6.78M1.7%+24,10113F-HRTimeline
Cyndeo Wealth Partners, LLC105,879$5.31M0.28%-27,41413F-HRTimeline
SWP FINANCIAL LLC105,660$5.3M2.7%+2,92613F-HRTimeline
NewEdge Advisors, LLC105,374$5.29M0.02%-39,40613F-HR/ATimeline
Spectrum Planning & Advisory Services I…96,518$4.84M2.4%-2,42413F-HRTimeline
Contango Wealth Management LLC93,158$4.68M5.46%+30,08513F-HRTimeline
Ethos Financial Group, LLC87,712$4.4M0.32%+42,14113F-HRTimeline
WEALTH ALLIANCE, LLC85,264$4.28M0.42%+52,14813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP80,351$4M<0.01%+3,08713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC79,361$3.98M<0.01%new13F-HRTimelineGroup
BETO FINANCIAL GROUP, LLC71,809$3.6M2.11%+53,55713F-HRTimeline
Integrated Wealth Concepts LLC60,868$3.05M0.02%-3,36913F-HRTimeline
PFG Advisors52,002$2.61M0.13%+15,38013F-HRTimeline
McKinley Carter Wealth Services, Inc.46,762$2.35M0.14%+6,39513F-HRTimeline
Taylor & Morgan Wealth Management, LLC43,800$2.2M1.25%-52013F-HRTimeline
U.S. Capital Wealth Advisors, LLC43,489$2.18M0.05%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC42,122$2.11M<0.01%+10,43213F-HRTimelineGroup
Breakwater Capital Group35,016$1.76M0.24%+3,71413F-HRTimeline
Cambridge Investment Research Advisors,…33,170$1.67M<0.01%-36713F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC31,199$1.57M0.18%-6,43813F-HRTimeline
Summit Financial, LLC30,419$1.53M0.02%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC23,794$1.19M<0.01%+10,71413F-HRTimelineGroup
Fairvoy Private Wealth, LLC20,201$1.01M0.24%-5,36613F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC18,370$922K0.34%new13F-HRTimelineGroup
EQ LLC16,500$828K0.23%+31713F-HRTimeline
Keystone Financial Group, Inc.15,768$791K0.41%-58,85713F-HRTimeline
JT Stratford LLC15,607$783K0.1%new13F-HRTimeline
FLOW TRADERS U.S. LLC13,874$696K0.02%-5,47313F-HRTimeline
JPL Wealth Management, LLC12,090$607K0.14%new13F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,329$468K0.01%+5,05313F-HRTimelineGroup
Oregon Pacific Wealth Management, LLC9,025$453K0.47%+1,52413F-HRTimeline
Cetera Investment Advisers8,821$443K<0.01%+40813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,804$441K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,638$434K<0.01%+8,06613F-HRTimelineGroup
Quotient Wealth Partners, LLC7,125$358K0.01%-2,08113F-HRTimeline
ZEGA Investments, LLC6,194$311K0.06%new13F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.6,040$303K0.04%-82513F-HRTimeline
Parisi Gray Wealth Management5,615$282K0.07%+9013F-HRTimeline
Farther Finance Advisors, LLC5,241$262K<0.01%+2,46613F-HRTimeline
Lifeworks Advisors, LLC5,162$259K0.03%new13F-HRTimeline
MML INVESTORS SERVICES, LLC4,873$245K<0.01%-3713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,606$80.6K<0.01%+8313F-HRTimelineGroup
AMERIFLEX GROUP, INC.1,011$50.8K0.03%+713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/960$48.2K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.600$30.1K<0.01%+10013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…137$6.88K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG66$3.31K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.38$1.91K<0.01%013F-HRTimeline

Events

  • Weil Company, Inc. reported 680,200 BRTR shares, 4.17% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-02. 0001085146-26-000789

    Accepted , ingested