BINC institutional holders

iShares Flexible Income Active ETF · 816 reporting institutions · $14B reported value

Funds that can replace BINC · BINC return decomposition

Institutional holdings

Institutions reporting BINC, largest first
InstitutionReported positionAdvisors at firmReport period
Blackrock, Inc.$1.3B02026-06-30
Envestnet Pmc$734.5M602026-06-30
Dynasty Wealth Management, LLC$686.8M142026-06-30
Jpmorgan Chase & Co$675.4M02026-06-30
Lpl Financial LLC$631.8M23,4582026-06-30
Bank of America Corp /de$624.7M02026-06-30
PNC Financial Services Group, Inc.$505.4M02026-06-30
Morgan Stanley$486.3M23,1852026-06-30
Ameriprise Financial Inc$391.3M02026-06-30
Wells Fargo & Company/mn$344.5M02026-06-30
Sequoia Financial Group, LLC$321M2582026-06-30
Quotient Wealth Partners, LLC$300.8M362026-06-30
UBS Group AG$243.5M02026-06-30
Cetera Investment Advisers$212.8M10,3702026-06-30
Openarc Corporate Advisory, LLC$170.6M1232026-06-30
Sagespring Wealth Partners$165.4M1262026-06-30
Wharton Business Group, LLC$160.6M32026-06-30
Royal Bank of Canada$141.7M02026-06-30
Merit Financial Group, LLC$138.8M2952026-06-30
Jane Street Group, LLC$123.3M02026-06-30
MML Investors Services, LLC$122.3M5,1202026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$115.6M992026-06-30
Jones Financial Companies LLLP$107.5M02026-06-30
Raymond James Financial Inc$104.4M02026-06-30
Cwm, LLC$93.4M6672026-03-31
Integrated Wealth Concepts LLC$85.3M4802026-06-30
Pinnacle Financial Partners, Inc.$85M02026-06-30
Commonwealth Equity Services, LLC$80.7M2,8632026-06-30
Northwestern Mutual Wealth Management Co$79.9M02026-06-30
Mcf Advisors LLC$76.7M332026-06-30
Osaic Holdings, Inc.$75.3M02026-06-30
Clearwater Capital Advisors, LLC$74.8M152026-06-30
Kestra Investment Management, LLC$73.4M92026-06-30
Mai Capital Management$71.7M3082026-06-30
Americana Partners, LLC$70.6M532026-06-30
Lanham O'Dell & Company, Inc.$70.6M02025-12-31
Onedigital Investment Advisors LLC$70.2M3862026-06-30
Pacific Sage Partners, LLC$67.9M42026-06-30
Falcon Wealth Planning$66.6M242026-06-30
Arax Advisory Partners$66.5M2322026-06-30
Synovus Financial Corp$64.1M02025-09-30
Hightower Advisors, LLC$61.4M1,0462026-06-30
Corient Private Wealth LP$55.2M6742026-06-30
Hub Investment Partners, LLC$52.1M1182026-06-30
Equitable Holdings, Inc.$48.4M02026-06-30
Envestnet Portfolio Solutions, Inc.$48M32026-06-30
Madison Wealth Partners, Inc$47.6M412026-06-30
Advisor Os, LLC$47.5M22026-06-30
Mjp Associates Inc /adv$47.3M122026-06-30
Arete Wealth Advisors, LLC$46.9M1462026-06-30
Summit Financial, LLC$44.6M2292026-06-30
Newedge Advisors$42.1M6012026-06-30
Mgo One Seven LLC$40.9M1182026-06-30
Stifel Financial Corp$40.6M02026-06-30
Valmark Advisers, Inc.$40.3M2952026-06-30
Prime Capital Financial$38.9M2652026-06-30
Parallel Advisors, LLC$36.4M752026-06-30
Fmr LLC$35.6M02026-06-30
Johnson Bixby & Associates, LLC$35.5M132026-06-30
Evergreen Capital Management LLC$34.8M282026-06-30
Modern Wealth Management, LLC$34.3M1612026-06-30
Goldman Sachs Group Inc$33.8M02026-06-30
Truist Financial Corp$33.4M02026-06-30
Cgn Advisors LLC$33M362026-06-30
Scotia Capital Inc.$31.9M02026-06-30
55 North Private Wealth, LLC$30.9M72026-06-30
Strong Tower Advisory Services$30.5M82026-06-30
Compound Planning, Inc.$30.4M752026-06-30
Grantvest Financial Group LLC$30.1M52026-06-30
Fifth Third Bancorp$29.6M02026-06-30
Kestra Advisory Services, LLC$28.5M1,4792026-06-30
Stratos Wealth Partners, Ltd.$28.5M3862026-06-30
Iht Wealth Management LLC$27.1M1592026-06-30
Shah Wealth Advisors, LLC$26.6M42026-06-30
Members Advisory Group LLC$26.1M12026-06-30
Rockefeller Capital Management LP$26M3462026-06-30
Pallas Capital Advisors, LLC$25.7M272026-06-30
Legacy Financial Group LLC$25.6M82026-06-30
Assetmark, Inc$25.5M2202026-06-30
Composition Wealth, LLC$25M762026-06-30
Private Advisor Group, LLC$24.8M9272026-06-30
Lineweaver Wealth Advisors, LLC$24.7M92026-06-30
United Capital Financial Advisors, LLC$24.5M1662026-06-30
Advocacy Wealth Management, LLC$24.4M302026-06-30
Vivid Wealth Management, LLC$24M32026-06-30
Frisch Financial Group, Inc.$23.3M62026-06-30
Vestmark Advisory Solutions, Inc.$23.3M82026-06-30
Vantage Financial Partners, LLC$22.8M02025-12-31
Gries Financial LLC$22.2M02025-09-30
Waverly Advisors, LLC$22M2312026-06-30
Bank of New York Mellon Corp$21.9M02026-06-30
Faithward Advisors, LLC$21.2M182026-06-30
Foundations Investment Advisors, LLC$20.9M3022026-06-30
Highpoint Advisor Group LLC$20.7M1142026-06-30
Eclectic Associates Inc /adv$20.7M112026-06-30
Farther Finance Advisors, LLC$20.3M3342026-06-30
Belpointe Asset Management LLC$20.3M1702026-06-30
&partners$19.8M5552026-06-30
Creativeone Wealth, LLC$19.6M2212026-06-30
Summit Wealth Partners, LLC$19.5M122026-06-30
Northcoast Asset Management LLC$19.4M312026-06-30
Baird Financial Group, Inc.$19.3M02026-06-30
Pennsylvania Capital Management Inc /adv$19M52026-06-30
Northcape Wealth Management, LLC$18.8M42026-06-30
Financial Management Network Inc$18.4M212026-06-30
Mariner, LLC$18.2M02026-06-30
Kelly Financial Services LLC$18.1M72026-06-30
Ducere Wealth Management LLC$18.1M82026-06-30
McMorgan & Co LLC$18M12026-06-30
Breakwater Capital Group$17.5M52026-06-30
Cva Family Office, LLC$17M82026-06-30
Ae Wealth Management LLC$16.8M4712026-06-30
Condor Capital Management$16.5M172026-06-30
Signet Financial Management, LLC$16.5M122026-03-31
Renaissance Technologies LLC$15.8M02026-06-30
World Investment Advisors$15.6M3592026-06-30
The Ascent Group, LLC$15.5M202026-06-30
Van Hulzen Asset Management, LLC$15.4M192026-06-30
Northrock Partners, LLC$15.4M912026-06-30
Star Financial Bank$15.1M02026-06-30
Scissortail Wealth Management, LLC$15M82026-06-30
Ullmann Wealth Partners Group, LLC$14.6M82026-06-30
Eaton Financial Holdings Company, LLC$14.2M02026-06-30
Centerline Wealth Advisors, LLC$14M42026-06-30
Global Wealth Strategies & Associates$14M112026-06-30
Concurrent Investment Advisors, LLC$13.9M3492026-06-30
Storen Legacy Partners, LLC$13.9M72026-06-30
1 North Wealth Services LLC$13.9M62026-06-30
Alternative Investment Advisors, Llc.$13.4M102026-06-30
Asio Capital, LLC$13.3M62026-06-30
Selby Wealth Management$13.1M32026-06-30
Woodmont Investment Counsel LLC$12.9M92026-06-30
Wj Wealth Management$12.6M22026-06-30
Steelpeak Wealth, LLC$12.1M422026-06-30
Signal Tree Financial Partners LLC$11.9M52026-06-30
Cape Investment Advisory, Inc.$11.7M352026-06-30
Bay Rivers Group$11.6M42026-06-30
Scarborough Advisors, LLC$11.5M152026-06-30
Jt Stratford, LLC$11.5M182026-06-30
New Capital Management LP$11.4M12026-06-30
Austin Private Wealth, LLC$11.3M02025-12-31
Hcr Wealth Advisors$11.2M102026-06-30
Beacon Pointe Advisors, LLC$11M4662026-06-30
Marest Capital, LLC$10.9M32026-06-30
Lhm, Inc.$10.9M02026-06-30
Founders Grove Wealth Partners, LLC$10.8M22026-06-30
Vertex Planning Partners, LLC$10.4M142026-06-30
Gateway Wealth Partners, LLC$10.4M1012026-06-30
High Falls Advisors, Inc$10.4M02025-12-31
Jmac Enterprises LLC$10.3M32026-06-30
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$10.3M1032026-06-30
Brookstone Capital Management$10.3M3372026-06-30
Rfg - Bristol Wealth Advisors, LLC$10.1M52026-06-30
Gts Financial, LLC$10.1M32026-06-30
Rhp Wealth Management$10.1M52026-06-30
Kingsview Wealth Management, LLC$10M1152026-06-30
Kestra Private Wealth Services, LLC$10M2062026-06-30
Eldridge Investment Advisors Inc$9.9M82026-06-30
J Hagan Capital, Inc.$9.8M52026-06-30
Ifp Advisors, Inc$9.7M3182026-06-30
Elevatus Welath Management$9.7M52026-06-30
Alexis Investment Partners, LLC$9.6M02026-06-30
Global Retirement Partners LLC$9.5M4912026-06-30
Kwb Wealth$9.4M102026-06-30
Triad Wealth Partners, LLC$9.4M492026-06-30
Unique Wealth, LLC$9.3M142026-06-30
Mlg Wealth Management Dba Pine Grove Financial Group$9.2M02025-12-31
Steward Partners Investment Advisory, LLC$9.1M4812026-06-30
Cornerstone Wealth Group, LLC$9.1M302026-06-30
Sharkey, Howes & Javer$9M92026-06-30
First National Bank & Trust Co of Newtown$9M02026-06-30
Csenge Advisory Group$8.8M752026-06-30
Heritage Trust Co$8.3M02026-06-30
Perigon Wealth Management, LLC$8M922026-06-30
Icon Wealth Advisors, LLC$8M182026-06-30
Refined Wealth Management$7.9M52026-06-30
Detalus Advisors, LLC$7.9M132026-06-30
Tidemark, LLC$7.9M82026-06-30
Diversify Advisory Services, LLC$7.6M1162026-06-30
Diversify Wealth Management, LLC$7.6M782026-06-30
Strategic Blueprint, LLC$7.5M552026-06-30
R2 Wealth Management Partners$7.4M32026-06-30
Emergent Wealth Advisors, LLC$7.4M42026-06-30
Koshinski Asset Management, Inc.$7.3M692026-06-30
McNaughton Wealth Management, LLC$7.3M42026-06-30
Bauman Advisory Group, LLC$7.2M52026-06-30
Joseph P. Lucia & Associates, LLC$7.1M32026-06-30
Milestone Asset Management, LLC$6.9M112026-06-30
Ntv Asset Management LLC$6.9M52026-06-30
Arkadios Wealth Advisors$6.8M2262026-06-30
Snowden Capital Advisors LLC$6.8M1222026-06-30
Advisory Services Network$6.8M2532026-06-30
Cedar Mountain Advisors, LLC$6.8M62026-06-30
Matrix Private Capital Group LLC$6.5M32026-06-30
Central Pacific Bank - Trust Division$6.5M02026-06-30
Autumn Glory Partners, LLC$6.5M12026-06-30
J.W. Cole Advisors, Inc.$6.5M4992026-06-30
Family Manage LLC$6.4M102026-06-30
Blair William & Co/il$6.4M3292026-06-30
Landing Point Financial Group, LLC$6.3M62026-06-30
Castle Wealth Management LLC$6.3M52026-06-30
Beacon Bridge Wealth Partners, LLC$6.1M62026-06-30
Hurley Capital, LLC$6.1M32026-06-30
Foundry Financial LLC$6.1M102026-06-30
Beacon Financial Group$6.1M82026-06-30
Focus Partners Wealth$6M1,0482026-06-30
Rollins Financial Advisors, LLC$6M72026-06-30
Apeiron RIA LLC$5.9M112026-06-30
Goldstein Advisors, LLC$5.9M122026-06-30
Embree Financial Group$5.8M132026-06-30
Cyndeo Wealth Partners$5.8M202026-06-30
Gotham Asset Management, LLC$5.8M52026-06-30
Tableaux Wealth$5.8M52026-06-30
Mission Wealth Management, LP$5.7M1382026-06-30
Wealthcare Advisory Partners LLC$5.7M1702026-06-30
Trivium Point Advisory, LLC$5.6M182026-06-30
Security Financial Services, Inc.$5.6M102026-06-30
Ffg Retirement Counseling$5.5M22026-06-30
Stokes Family Office LLC$5.4M122026-06-30
Focus Financial$5.3M1212026-06-30
Tritonpoint Partners, LLC$5.3M102026-06-30
Bedminster, LLC$5.2M22026-06-30
Mutual Advisors, LLC$5.1M1532026-06-30
Jb Capital LLC$5.1M262026-06-30
Liberty Atlantic Advisors$5M72026-06-30
Wbh Advisory Inc$5M112026-06-30
Advus Financial Partners, LLC$5M102026-06-30
Carson Advisory Inc.$4.9M72026-06-30
Elevated Financial Group LLC$4.9M72026-06-30
Ancora Advisors LLC$4.9M102026-06-30
U.S. Capital Wealth Advisors, LLC$4.8M02026-03-31
J. Mark Nickell & Co.$4.7M32026-06-30
Lincoln Capital Corp$4.7M32026-06-30
Cypress Capital Group$4.6M02026-06-30
Rothschild Wealth LLC$4.6M312026-06-30
Masso Torrence Wealth Management Inc.$4.5M02025-09-30
Owen Larue, LLC$4.5M42026-06-30
Ifg Advisory, LLC$4.4M1102026-06-30
Bank of Montreal /can$4.4M02026-06-30
Synergy Investment Management, LLC$4.4M192026-06-30
O'Rourke & Company, Incorporated$4.4M22026-06-30
Comerica Bank$4.4M02025-12-31
Midwest Capital Advisors, LLC$4.3M82026-06-30
Pettinga Financial Advisors LLC$4.3M82026-06-30
Horst & Graben Wealth Management, LLC$4.2M52026-06-30
Titleist Asset Management, LLC$4.2M432026-06-30
Fig Financial Advisory Services Inc /adv$4.2M32026-06-30
Invst, LLC$4.2M332026-06-30
Decisionmap Wealth Management, LLC$4.2M42026-06-30
The Wealth Alliance, LLC$4.2M122026-06-30

The 250 largest of 816 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30