BlackRock ETF Trust II - CALI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 345,438 | 17,456 | 0.0% | 0.0% | 1 | +101,055 | 41.35% | Q2 2026 | Aug 07, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 286,382 | 14,472 | 0.17% | 0.04% | 2 | +235,418 | 461.93% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | New | 276,204 | 13,957 | 0.21% | — | 3 | +276,204 | New | Q2 2026 | Aug 06, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 229,610 | 11,603 | 2.9% | 2.96% | 4 | +17,681 | 8.34% | Q2 2026 | Jul 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 149,618 | 7,545 | 0.01% | 0.01% | 5 | +7,997 | 5.65% | Q2 2026 | Jul 15, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 103,845 | 5,247 | 0.32% | 0.2% | 6 | +44,278 | 74.33% | Q2 2026 | Aug 10, 2026 |
| DeLarme Wealth Management, Inc. | History | Added to | 96,404 | 4,871 | 2.82% | 2.9% | 7 | +7,239 | 8.12% | Q2 2026 | Aug 10, 2026 |
| NDWM LLC | History | Added to | 88,772 | 4,486 | 2.64% | 2.74% | 8 | +4,942 | 5.9% | Q2 2026 | Jul 23, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 84,322 | 4,246 | 1.12% | 0.99% | 9 | +17,412 | 26.02% | Q2 2026 | Aug 10, 2026 |
| Composition Wealth, LLC | History | Reduced | 66,419 | 3,356 | 0.04% | 0.06% | 10 | -14,327 | -17.74% | Q2 2026 | Jul 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 64,912 | 3,280 | 0.01% | 0.0% | 11 | +31,670 | 95.27% | Q2 2026 | Jul 27, 2026 |
| Elequin Capital, LP | History | New | 64,841 | 3,276 | 0.1% | — | 12 | +64,841 | New | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 58,359 | 2,949 | 0.02% | 0.02% | 13 | +5,452 | 10.3% | Q2 2026 | Sep 08, 2026 |
| BAILARD, INC. | History | Added to | 57,765 | 2,919 | 0.06% | 0.01% | 14 | +47,990 | 490.95% | Q2 2026 | Jul 30, 2026 |
| HUB Investment Partners, LLC | History | Added to | 48,922 | 2,472 | 0.04% | 0.01% | 15 | +41,757 | 582.79% | Q2 2026 | Jul 31, 2026 |
| Precision Wealth Strategies, LLC | History | New | 48,758 | 2,463 | 0.74% | — | 16 | +48,758 | New | Q2 2026 | Aug 10, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 43,010 | 2,168 | 0.31% | 0.24% | 17 | +12,247 | 39.81% | Q2 2026 | Aug 06, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 42,671 | 2,156 | 0.27% | 0.23% | 18 | +10,321 | 31.9% | Q2 2026 | Aug 10, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 33,089 | 1,672 | 0.37% | 0.26% | 19 | +11,104 | 50.51% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 32,127 | 1,623 | 0.0% | 0.0% | 20 | +169 | 0.53% | Q2 2026 | Aug 05, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 31,020 | 1,567 | 0.39% | 0.32% | 21 | +8,071 | 35.17% | Q2 2026 | Jul 21, 2026 |
| Valmark Advisers, Inc. | History | Added to | 30,477 | 1,540 | 0.02% | 0.01% | 22 | +11,087 | 57.18% | Q2 2026 | Aug 06, 2026 |
| M. Kulyk & Associates, LLC | History | Added to | 30,138 | 1,523 | 0.25% | 0.14% | 23 | +15,212 | 101.92% | Q2 2026 | Aug 07, 2026 |
| WRAPMANAGER INC | History | New | 29,541 | 1,492 | 0.47% | — | 24 | +29,541 | New | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 28,644 | 1,447 | 0.01% | — | 25 | +28,644 | New | Q2 2026 | Aug 11, 2026 |
| McIlrath & Eck, LLC | History | No change | 27,557 | 1,389 | 0.1% | 0.1% | 26 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 27,478 | 1,388 | 0.0% | 0.0% | 27 | +8,571 | 45.33% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 26,239 | 1,325 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cerity Partners LLC | History | Added to | 26,194 | 1,323 | 0.0% | 0.0% | 29 | +10,892 | 71.18% | Q2 2026 | Aug 14, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Added to | 26,000 | 1,313 | 0.09% | 0.09% | 30 | +2,000 | 8.33% | Q2 2026 | Jul 28, 2026 |
| KWB Wealth | History | Added to | 25,732 | 1,300 | 0.11% | 0.11% | 31 | +4,393 | 20.59% | Q2 2026 | Jul 10, 2026 |
| FLC Capital Advisors | History | Added to | 23,991 | 1,212 | 0.19% | 0.16% | 32 | +6,079 | 33.94% | Q2 2026 | Jul 20, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 23,810 | 1,203 | 0.66% | 0.6% | 33 | +3,938 | 19.82% | Q2 2026 | Jul 09, 2026 |
| Kera Capital Partners, Inc. | History | New | 23,579 | 1,191 | 0.11% | — | 34 | +23,579 | New | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 23,050 | 1,164 | 0.02% | 0.02% | 35 | -1,250 | -5.14% | Q2 2026 | Aug 07, 2026 |
| Private Advisor Group, LLC | History | New | 21,841 | 1,103 | 0.01% | — | 36 | +21,841 | New | Q2 2026 | Jul 27, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 20,929 | 1,057 | 0.07% | 0.08% | 37 | +1,354 | 6.92% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 20,700 | 1,046 | 0.02% | 0.06% | 38 | -14,494 | -41.18% | Q2 2026 | Jul 28, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 20,687 | 1,045 | 0.36% | 0.43% | 39 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 17,000 | 859 | 0.05% | 0.04% | 40 | +1,000 | 6.25% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 16,787 | 848 | 0.02% | 0.02% | 41 | +1,703 | 11.29% | Q2 2026 | Aug 14, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 15,771 | 796 | 0.06% | 0.05% | 42 | +4,737 | 42.93% | Q2 2026 | Aug 04, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 15,580 | 787 | 0.0% | — | 43 | +15,580 | New | Q2 2026 | Aug 18, 2026 |
| Tortuga Wealth Management, Inc | History | Added to | 15,149 | 765 | 0.58% | 0.38% | 44 | +7,007 | 86.06% | Q2 2026 | Jul 30, 2026 |
| Cetera Investment Advisers | History | Added to | 14,262 | 720 | 0.0% | 0.0% | 45 | +6,289 | 78.88% | Q2 2026 | Aug 12, 2026 |
| Meridian Wealth Management, LLC | History | No change | 14,000 | 707 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | Reduced | 13,360 | 675 | 0.0% | 0.0% | 47 | -20,648 | -60.72% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 12,996 | 656 | 0.0% | — | 48 | +12,978 | 72100.0% | Q2 2026 | Aug 13, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 12,927 | 653 | 0.29% | 0.36% | 49 | -2,997 | -18.82% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 11,884 | 600 | 0.01% | 0.04% | 50 | -19,835 | -62.53% | Q2 2026 | Aug 03, 2026 |
| Sound Portfolio Advisors, LLC | History | Reduced | 11,516 | 581 | 0.41% | 0.52% | 51 | -1,189 | -9.36% | Q2 2026 | Aug 06, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 11,389 | 575 | 0.11% | 0.16% | 52 | -3,326 | -22.6% | Q2 2026 | Jul 13, 2026 |
| Selby Wealth Management, LLC | History | Added to | 10,997 | 555 | 0.2% | 0.16% | 53 | +2,703 | 32.59% | Q2 2026 | Jul 09, 2026 |
| Sowell Financial Services LLC | History | Added to | 10,407 | 525 | 0.02% | 0.02% | 54 | +2,026 | 24.17% | Q2 2026 | Jul 17, 2026 |
| Weaver Consulting Group | History | Added to | 10,300 | 520 | 0.11% | 0.11% | 55 | +800 | 8.42% | Q2 2026 | Jul 29, 2026 |
| V2 Financial group LLC | History | Added to | 10,250 | 517 | 0.19% | 0.23% | 56 | +360 | 3.64% | Q2 2026 | Aug 10, 2026 |
| Kroeger Financial Partners | History | New | 10,167 | 513 | 0.5% | — | 57 | +10,167 | New | Q2 2026 | Jul 27, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 9,906 | 500 | 0.09% | 0.22% | 58 | -10,790 | -52.14% | Q2 2026 | Jul 16, 2026 |
| Flatrock Wealth Partners LLC | History | New | 9,341 | 472 | 0.19% | — | 59 | +9,341 | New | Q2 2026 | Aug 14, 2026 |
| Capital Advantage, Inc. | History | No change | 9,313 | 470 | 0.06% | 0.06% | 60 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Bristlecone Value Partners, LLC | History | Added to | 9,132 | 461 | 0.37% | 0.35% | 61 | +1,325 | 16.97% | Q2 2026 | Aug 13, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 9,137 | 461 | 0.25% | 0.28% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 8,756 | 442 | 0.06% | 0.07% | 63 | +55 | 0.63% | Q2 2026 | Aug 06, 2026 |
| Shum Financial Group, Inc. | History | New | 8,592 | 434 | 0.26% | — | 64 | +8,592 | New | Q2 2026 | Jul 22, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 8,514 | 430 | 0.02% | — | 66 | +8,514 | New | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 8,519 | 430 | 0.0% | 0.0% | 65 | +1,503 | 21.42% | Q2 2026 | Jul 29, 2026 |
| Apella Capital, LLC | History | Reduced | 8,522 | 429 | 0.01% | 0.05% | 67 | -52,216 | -85.97% | Q2 2026 | Jul 08, 2026 |
| Client First Capital LLC | History | Added to | 8,355 | 422 | 0.17% | 0.18% | 68 | +78 | 0.94% | Q2 2026 | Jul 10, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 8,153 | 412 | 0.0% | 0.0% | 69 | -793 | -8.86% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 7,959 | 402 | 0.0% | 0.0% | 70 | -803 | -9.16% | Q2 2026 | Aug 12, 2026 |
| Chatterton & Associates Inc. | History | Added to | 7,973 | 401 | 0.24% | 0.24% | 71 | +1,303 | 19.54% | Q2 2026 | Jul 14, 2026 |
| SEEDS INVESTOR LLC | History | New | 7,713 | 389 | 0.04% | — | 72 | +7,713 | New | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Reduced | 7,624 | 385 | 0.0% | 0.0% | 73 | -1,704 | -18.27% | Q2 2026 | Aug 13, 2026 |
| VANCE WEALTH, LLC | History | New | 7,514 | 379 | 0.09% | — | 74 | +7,514 | New | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,879 | 347 | 0.0% | 0.0% | 75 | +69 | 1.01% | Q2 2026 | Jul 17, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | New | 6,830 | 345 | 0.07% | — | 76 | +6,830 | New | Q2 2026 | Jul 27, 2026 |
| 3 FACTOR INDEXING, LLC | History | Reduced | 6,789 | 343 | 0.29% | 0.33% | 77 | -99 | -1.44% | Q2 2026 | Jul 08, 2026 |
| Compound Planning, Inc. | History | New | 6,435 | 325 | 0.01% | — | 78 | +6,435 | New | Q2 2026 | Aug 04, 2026 |
| Shah Wealth Advisors, LLC | History | New | 6,380 | 322 | 0.07% | — | 79 | +6,380 | New | Q2 2026 | Aug 07, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 6,349 | 320 | 0.16% | 0.2% | 80 | -558 | -8.08% | Q2 2026 | Jul 09, 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | History | No change | 6,000 | 303 | 0.08% | 0.09% | 81 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Integrated Advisors Network LLC | History | No change | 5,946 | 300 | 0.01% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 5,923 | 299 | 0.02% | 0.01% | 83 | +1,134 | 23.68% | Q2 2026 | Jul 16, 2026 |
| Savant Capital, LLC | History | New | 5,354 | 270 | 0.0% | — | 85 | +5,354 | New | Q2 2026 | Aug 10, 2026 |
| NWF Advisory Services Inc. | History | No change | 5,358 | 270 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ABOUND FINANCIAL, LLC | History | New | 5,000 | 252 | 0.1% | — | 86 | +5,000 | New | Q2 2026 | Aug 14, 2026 |
| Anchor Bay Capital, Inc. | History | New | 5,000 | 251 | 0.14% | — | 88 | +5,000 | New | Q2 2026 | Aug 11, 2026 |
| Meritas Wealth Management, LLC | History | New | 4,969 | 251 | 0.1% | — | 87 | +4,969 | New | Q2 2026 | Jul 21, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 4,916 | 248 | 0.06% | 0.1% | 89 | -2,001 | -28.93% | Q2 2026 | Jul 23, 2026 |
| Betterment LLC | History | New | 4,758 | 240 | 0.0% | — | 90 | +4,758 | New | Q2 2026 | Aug 14, 2026 |
| Trilogy Capital Inc. | History | New | 4,520 | 228 | 0.01% | — | 91 | +4,520 | New | Q2 2026 | Jul 02, 2026 |
| Peak Financial Management, Inc. | History | No change | 4,400 | 222 | 0.05% | 0.06% | 92 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 4,222 | 212 | 0.01% | 0.01% | 93 | +218 | 5.44% | Q2 2026 | Aug 05, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Added to | 4,154 | 209 | 0.18% | 0.2% | 94 | +26 | 0.63% | Q2 2026 | Jul 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 4,000 | 202 | 0.0% | — | 95 | +4,000 | New | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 3,988 | 201 | 0.0% | 0.0% | 96 | -11,702 | -74.58% | Q2 2026 | Sep 02, 2026 |
| UNION SAVINGS BANK | History | No change | 2,954 | 149 | 0.06% | 0.06% | 97 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MORGAN STANLEY | History | No change | 2,500 | 126 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sankala Group LLC | History | New | 2,201 | 110 | 0.07% | — | 99 | +2,201 | New | Q2 2026 | Aug 18, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 1,750 | 88 | 0.0% | — | 101 | +1,750 | New | Q2 2026 | Jul 28, 2026 |
| Cheviot Value Management, LLC | History | No change | 1,750 | 88 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,547 | 78 | 0.0% | — | 103 | +1,531 | 9568.75% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 1,560 | 78 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,426 | 72 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthCollab, LLC | History | New | 1,291 | 65 | 0.02% | — | 105 | +1,291 | New | Q2 2026 | Aug 10, 2026 |
| Sunrise Financial Services, LLC | History | No change | 1,050 | 53 | 0.03% | 0.04% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 990 | 50 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -89,159 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -14,200 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -10,450 | -100.0% | Q2 2026 | Aug 19, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,148 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,000 | -100.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,913 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,212 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,870 | -100.0% | Q2 2026 | Jul 07, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,333 | -100.0% | Q2 2026 | Aug 12, 2026 |
| BALLAST ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -485 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -297 | -100.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 14, 2026 |