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 | 244,383 | 12,324 | 0.0% | 0.0% | 1 | +71,625 | 41.46% | Q1 2026 | May 06, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 211,929 | 10,687 | 2.96% | 2.62% | 2 | +47,671 | 29.02% | Q1 2026 | Apr 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 141,621 | 7,133 | 0.01% | 0.01% | 3 | +6,636 | 4.92% | Q1 2026 | Apr 08, 2026 |
| JANE STREET GROUP, LLC | History | New | 89,159 | 4,496 | 0.0% | — | 5 | +89,159 | New | Q1 2026 | May 12, 2026 |
| DeLarme Wealth Management, Inc. | History | Added to | 89,165 | 4,496 | 2.9% | 2.51% | 4 | +19,211 | 27.46% | Q1 2026 | Apr 23, 2026 |
| NDWM LLC | History | Added to | 83,830 | 4,227 | 2.74% | 2.17% | 6 | +18,779 | 28.87% | Q1 2026 | Apr 24, 2026 |
| Composition Wealth, LLC | History | Added to | 80,746 | 4,072 | 0.06% | 0.02% | 7 | +53,656 | 198.07% | Q1 2026 | Apr 08, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 66,910 | 3,373 | 0.99% | 0.81% | 8 | +12,389 | 22.72% | Q1 2026 | Apr 16, 2026 |
| Apella Capital, LLC | History | New | 60,738 | 3,065 | 0.05% | — | 9 | +60,738 | New | Q1 2026 | Apr 20, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 59,567 | 3,003 | 0.2% | 0.14% | 10 | +19,584 | 48.98% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | New | 52,907 | 2,668 | 0.02% | — | 11 | +52,907 | New | Q1 2026 | May 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 50,964 | 2,570 | 0.04% | 0.05% | 12 | -19,585 | -27.76% | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 50,089 | 2,527 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 35,194 | 1,774 | 0.06% | 0.04% | 14 | -7,891 | -18.31% | Q1 2026 | Apr 29, 2026 |
| Mariner, LLC | History | Reduced | 34,008 | 1,715 | 0.0% | 0.0% | 15 | -418 | -1.21% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 33,242 | 1,676 | 0.0% | — | 16 | +33,242 | New | Q1 2026 | Apr 30, 2026 |
| Pasadena Private Wealth, LLC | History | New | 32,350 | 1,631 | 0.23% | — | 17 | +32,350 | New | Q1 2026 | Apr 22, 2026 |
| HighTower Advisors, LLC | History | Reduced | 31,958 | 1,611 | 0.0% | 0.0% | 18 | -276 | -0.86% | Q1 2026 | May 05, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 31,719 | 1,599 | 0.04% | 0.05% | 19 | -593 | -1.84% | Q1 2026 | May 11, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 30,763 | 1,551 | 0.24% | 0.38% | 20 | -17,322 | -36.02% | Q1 2026 | Apr 16, 2026 |
| McIlrath & Eck, LLC | History | New | 27,557 | 1,389 | 0.1% | — | 21 | +27,557 | New | Q1 2026 | May 19, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 26,239 | 1,323 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Perigon Wealth Management, LLC | History | No change | 24,300 | 1,225 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Added to | 24,000 | 1,210 | 0.09% | 0.07% | 24 | +5,000 | 26.32% | Q1 2026 | Apr 28, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 22,949 | 1,157 | 0.32% | 0.2% | 25 | +7,783 | 51.32% | Q1 2026 | Apr 29, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 21,985 | 1,108 | 0.26% | 0.13% | 26 | +11,309 | 105.93% | Q1 2026 | Apr 23, 2026 |
| KWB Wealth | History | No change | 21,339 | 1,076 | 0.11% | 0.1% | 27 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 20,687 | 1,043 | 0.43% | 0.28% | 29 | +6,894 | 49.98% | Q1 2026 | May 06, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 20,696 | 1,043 | 0.22% | 0.25% | 28 | -3,522 | -14.54% | Q1 2026 | Apr 15, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 19,872 | 1,003 | 0.6% | 0.6% | 30 | +971 | 5.14% | Q1 2026 | Apr 23, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 19,575 | 987 | 0.08% | 0.05% | 31 | +7,021 | 55.93% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 19,390 | 977 | 0.01% | 0.01% | 32 | +4,518 | 30.38% | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 18,907 | 953 | 0.0% | 0.0% | 33 | +12,711 | 205.15% | Q1 2026 | May 15, 2026 |
| FLC Capital Advisors | History | Added to | 17,912 | 903 | 0.16% | 0.09% | 34 | +8,544 | 91.2% | Q1 2026 | May 01, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 16,000 | 806 | 0.04% | 0.04% | 35 | +400 | 2.56% | Q1 2026 | May 15, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 15,924 | 803 | 0.36% | 2.68% | 36 | -112,252 | -87.58% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 15,690 | 791 | 0.0% | 0.0% | 37 | +9,074 | 137.15% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | New | 15,302 | 771 | 0.0% | — | 38 | +15,302 | New | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 15,084 | 760 | 0.02% | 0.01% | 39 | +10,084 | 201.68% | Q1 2026 | May 01, 2026 |
| M. Kulyk & Associates, LLC | History | New | 14,926 | 752 | 0.14% | — | 40 | +14,926 | New | Q1 2026 | May 06, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 14,715 | 742 | 0.16% | 0.14% | 41 | +1,576 | 11.99% | Q1 2026 | Apr 13, 2026 |
| Independent Advisor Alliance | History | New | 14,200 | 716 | 0.01% | — | 42 | +14,200 | New | Q1 2026 | May 12, 2026 |
| Meridian Wealth Management, LLC | History | No change | 14,000 | 706 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sound Portfolio Advisors, LLC | History | Added to | 12,705 | 640 | 0.52% | 0.54% | 44 | +80 | 0.63% | Q1 2026 | May 04, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 11,034 | 556 | 0.05% | 0.05% | 45 | -1,441 | -11.55% | Q1 2026 | May 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 10,450 | 526 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| V2 Financial group LLC | History | New | 9,890 | 498 | 0.23% | — | 47 | +9,890 | New | Q1 2026 | May 04, 2026 |
| BAILARD, INC. | History | No change | 9,775 | 492 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Weaver Consulting Group | History | Added to | 9,500 | 479 | 0.11% | 0.1% | 49 | +1,000 | 11.76% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | New | 9,328 | 470 | 0.0% | — | 50 | +9,328 | New | Q1 2026 | May 12, 2026 |
| Capital Advantage, Inc. | History | No change | 9,313 | 469 | 0.06% | 0.06% | 51 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 9,137 | 460 | 0.28% | 0.29% | 52 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 8,946 | 451 | 0.0% | 0.01% | 53 | -158 | -1.74% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 8,762 | 441 | 0.0% | 0.0% | 54 | +82 | 0.94% | Q1 2026 | Jun 02, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 8,701 | 438 | 0.07% | 0.07% | 55 | +31 | 0.36% | Q1 2026 | Apr 17, 2026 |
| Sowell Financial Services LLC | History | Added to | 8,381 | 422 | 0.02% | 0.01% | 56 | +4,405 | 110.79% | Q1 2026 | Apr 20, 2026 |
| Selby Wealth Management, LLC | History | Added to | 8,294 | 418 | 0.16% | 0.17% | 57 | +1 | 0.01% | Q1 2026 | Apr 08, 2026 |
| Client First Capital LLC | History | Reduced | 8,277 | 417 | 0.18% | 0.32% | 58 | -6,697 | -44.72% | Q1 2026 | Apr 24, 2026 |
| Cetera Investment Advisers | History | Added to | 7,973 | 402 | 0.0% | 0.0% | 59 | +982 | 14.05% | Q1 2026 | May 13, 2026 |
| Bristlecone Value Partners, LLC | History | New | 7,807 | 393 | 0.35% | — | 60 | +7,807 | New | Q1 2026 | May 08, 2026 |
| HUB Investment Partners, LLC | History | New | 7,165 | 361 | 0.01% | — | 61 | +7,165 | New | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 7,016 | 353 | 0.0% | 0.0% | 62 | +1,002 | 16.66% | Q1 2026 | Apr 27, 2026 |
| Stone Summit Wealth LLC | History | Added to | 6,917 | 348 | 0.1% | 0.08% | 63 | +1,083 | 18.56% | Q1 2026 | Apr 22, 2026 |
| EHRLICH FINANCIAL GROUP | History | No change | 6,907 | 348 | 0.2% | 0.2% | 64 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 6,888 | 347 | 0.33% | — | 65 | +6,888 | New | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,810 | 342 | 0.0% | 0.0% | 66 | +2,474 | 57.06% | Q1 2026 | Apr 07, 2026 |
| Chatterton & Associates Inc. | History | Added to | 6,670 | 336 | 0.24% | 0.18% | 67 | +2,439 | 57.65% | Q1 2026 | Apr 20, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 6,148 | 310 | 0.0% | — | 68 | +6,148 | New | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 6,000 | 302 | 0.0% | 0.0% | 70 | -4,000 | -40.0% | Q1 2026 | May 14, 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | History | No change | 6,000 | 302 | 0.09% | 0.09% | 69 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Integrated Advisors Network LLC | History | No change | 5,946 | 299 | 0.02% | 0.01% | 71 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NWF Advisory Services Inc. | History | No change | 5,358 | 270 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 4,913 | 247 | 0.0% | — | 73 | +4,913 | New | Q1 2026 | May 15, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 4,789 | 241 | 0.01% | 0.01% | 74 | +485 | 11.27% | Q1 2026 | May 14, 2026 |
| Peak Financial Management, Inc. | History | No change | 4,400 | 221 | 0.06% | 0.06% | 75 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HRT FINANCIAL LP | History | New | 4,212 | 212 | 0.0% | — | 76 | +4,212 | New | Q1 2026 | May 14, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Added to | 4,128 | 208 | 0.2% | 0.2% | 77 | +17 | 0.41% | Q1 2026 | Apr 27, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 4,004 | 201 | 0.01% | 0.01% | 78 | -573 | -12.52% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | New | 3,870 | 195 | 0.01% | — | 79 | +3,870 | New | Q1 2026 | Apr 06, 2026 |
| UNION SAVINGS BANK | History | Reduced | 2,954 | 148 | 0.06% | 0.15% | 80 | -3,977 | -57.38% | Q1 2026 | Apr 17, 2026 |
| MORGAN STANLEY | History | No change | 2,500 | 126 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cheviot Value Management, LLC | History | No change | 1,750 | 88 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Added to | 1,560 | 78 | 0.0% | 0.0% | 83 | +986 | 171.78% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,426 | 71 | 0.0% | 0.0% | 84 | +324 | 29.4% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,333 | 67 | 0.0% | 0.0% | 85 | -916 | -40.73% | Q1 2026 | May 13, 2026 |
| Sunrise Financial Services, LLC | History | Added to | 1,050 | 52 | 0.04% | 0.04% | 86 | +50 | 5.0% | Q1 2026 | Apr 29, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 990 | 49 | 0.0% | 0.0% | 87 | +494 | 99.6% | Q1 2026 | May 12, 2026 |
| BALLAST ADVISORS LLC | History | New | 485 | 24 | 0.01% | — | 88 | +485 | New | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | New | 297 | 14 | 0.0% | — | 89 | +297 | New | Q1 2026 | May 15, 2026 |
| Ballast Rock Private Wealth LLC | History | Closed out | 0 | 0 | — | 1.09% | — | -34,595 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.11% | — | -29,065 | -100.0% | Q1 2026 | May 11, 2026 |
| U S GLOBAL INVESTORS INC | History | Closed out | 0 | 0 | — | 0.12% | — | -22,000 | -100.0% | Q1 2026 | May 01, 2026 |
| Fort Point Capital Partners LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -20,881 | -100.0% | Q1 2026 | May 14, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.07% | — | -15,250 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Shira Ridge Wealth Management | History | Closed out | 0 | 0 | — | 0.09% | — | -4,426 | -100.0% | Q1 2026 | Apr 13, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -4,000 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,726 | -100.0% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Added to | 18 | 0 | — | — | — | +17 | 1700.0% | Q1 2026 | May 05, 2026 |
| Aptus Capital Advisors, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | May 11, 2026 |