Stock ownership · SEC 13F · Q4 2025

BLACKROCK ETF TRUST

Institutional ownership of BLACKROCK ETF TRUST (CUSIP 09290C103) - who holds it, how concentrated it is, and what moved last quarter.

$14.0M
Reported value
4
Institutions
100%
Top-5 share

The verdict

4 institutions report $14.0M of BLACKROCK ETF TRUST positions as of Q4 2025, with ownership heavily concentrated in a handful of holders.

4
institutions hold it
$14.0M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 09290C103 · Q4 2025 $14M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-MID

  • VALUE-TRACE $14.0M
  • HOLDERS-FOCUS 4 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-MID 7Q history

Read with: Ownership concentration guide - BLACKROCK ETF TRUST's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of BLACKROCK ETF TRUST
  1. 1
    Alternative Investment Advisors, LLC. $8.4M
  2. 2
    Barnes Wealth Management Group, Inc $5.3M
  3. 3
    BDFS Capital LLC $239K
  4. 4
    CHELSEA COUNSEL CO $4K

Top 4 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a BLACKROCK ETF TRUST position has held steady from 4 to 4 over the last 7 quarters of 13F filings.

246810 Q1'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 4
Distinct 13F filers holding BLACKROCK ETF TRUST, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Alternative Investment Advisors, LLC. 138,903 $8.4M 60.3%
2 Barnes Wealth Management Group, Inc 87,445 $5.3M 38.0%
3 BDFS Capital LLC 3,936 $239K 1.7%
4 CHELSEA COUNSEL CO 63 $4K 0.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among BLACKROCK ETF TRUST's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (3)

Alternative Investment Advisors, LLC. $8.4M
Barnes Wealth Management Group, Inc $5.3M
BDFS Capital LLC $239K

Complete exits (5)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
Lantern Wealth Advisors, LLC exited
WJ Wealth Management, LLC exited
CIBC Private Wealth Group LLC exited
CENTAURUS FINANCIAL, INC. exited

Frequently Asked Questions

How many institutions hold BLACKROCK ETF TRUST?▼
BLACKROCK ETF TRUST is held by 4 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of BLACKROCK ETF TRUST?▼
Institutions report $14.0M of BLACKROCK ETF TRUST as of Q4 2025.
How concentrated is ownership of BLACKROCK ETF TRUST?▼
The top five institutional holders account for 100% of the reported institutional value in BLACKROCK ETF TRUST, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of BLACKROCK ETF TRUST?▼
Alternative Investment Advisors, LLC. is the largest reported holder of BLACKROCK ETF TRUST with $8.4M across 138,903 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.