Ishrs Secur Incom Act ETFSECU ETF 13F holders, Q1 2026 (March 31) 37 holders
1 famous investor
$49.81 avg. 13F price*
At the end of Q1 2026 , 37 institutions reported holding Ishrs Secur Incom Act ETF (SECU) in their 13F filings. The largest holders were BlackRock, Inc. ($196.3M), Captrust Financial Advisors ($75.8M) and Permanens Capital L.P. ($41.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
Company Ishrs Secur Incom Act ETF
Filed as BLACKROCK ETF TRUST II (Q1 2026)
CUSIP 092528819
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q1 2026 Institutions Total Value New Positions 37 $413.6M Exits 0 $0
Ownership 37 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ BlackRock, Inc. 0.00% New 3,941,321 $196.3M Captrust Financial Advisors 0.13% New 1,520,764 $75.8M Permanens Capital L.P. 5.28% New 822,353 $41.0M Bank of America Corp. 0.00% New 400,014 $19.9M Envestnet Asset Management Inc. 0.00% New 293,454 $14.6M PNC Financial Services Group, Inc. 0.01% New 253,298 $12.6M Jane Street Group, LLC 0.01% New 251,988 $12.6M Perigon Wealth Management, LLC 0.09% New 100,986 $5.0M Saxony Capital Management, LLC 2.75% New 95,276 $4.7M Scarborough Advisors, LLC 0.48% New 88,165 $4.4M JPMorgan Chase & Co. 0.00% New 85,166 $4.2M Tennessee Valley Asset Management Partners 0.41% New 63,030 $3.1M Citadel Advisors 0.00% New 58,339 $2.9M Cetera Investment Advisers 0.00% New 45,181 $2.3M RFG Advisory, LLC 0.04% New 38,704 $1.9M Independent Financial Group, LLC 0.04% New 34,641 $1.7M Ameriprise Financial Inc. 0.00% New 32,446 $1.6M IHT Wealth Management, LLC 0.03% New 28,565 $1.4M Susquehanna International Group, LLP 0.00% New 28,356 $1.4M UBS Group AG 0.00% New 21,911 $1.1M LPL Financial LLC 0.00% New 20,901 $1.0M Truist Financial Corp. 0.00% New 16,651 $829K Insigneo Advisory Services, LLC 0.05% New 14,565 $726K Fifth Third Bancorp 0.00% New 9,843 $490K Benjamin Edwards Inc. 0.00% New 7,398 $368K Raymond James Financial Inc. 0.00% New 5,239 $261K Icon Wealth Advisors, LLC 0.02% New 5,051 $252K HRT Financial LP 0.00% New 4,476 $222K Morgan Stanley 0.00% New 4,384 $218K Stifel Financial Corp. 0.00% New 4,154 $207K MML Investors Services, LLC 0.00% New 4,020 $200K Osaic Holdings, Inc. 0.00% New 1,810 $90K Measured Wealth Private Client Group, LLC 0.00% New 334 $17K Rossby Financial, LCC 0.00% New 305 $15K AE Wealth Management LLC 0.00% New 149 $7K MAI Capital Management 0.00% New 37 $2K Lanark Financial, Inc. 0.00% New 17 $865
"% of holder's portfolio" is SECU's weight in each manager's 13F, not the share of Ishrs Secur Incom Act ETF the manager owns.