Blckrck Util Infra & PWR OPP (BUI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares111,543 from 109,289

Change+2,254 (+2%)

Value$2.8M (-$389.0K)

Filed 2026-11-02

Hennion & Walsh Asset Management, Inc.

DECREASED

Shares67,688 from 94,120

Change-26,432 (-28%)

Value$1.7M (-$1.0M)

Filed 2026-10-13

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares65,992 from 75,650

Change-9,658 (-13%)

Value$1.7M (-$458.5K)

Filed 2026-10-13

Smith Asset Management Co., LLC

INCREASED

Shares52,564 from 52,521

Change+43 (+0%)

Value$1.3M (-$213.2K)

Filed 2026-10-16

American Institute for Advanced Investment Management, LLP

INCREASED

Shares42,740 from 38,140

Change+4,600 (+12%)

Value$1.1M (-$40.9K)

Filed 2026-11-03

Kestra Advisory Services, LLC

DECREASED

Shares41,719 from 48,311

Change-6,592 (-14%)

Value$1.0M (-$361.4K)

Filed 2026-11-02

PMG Family Office LLC

DECREASED

Shares33,026 from 33,671

Change-645 (-2%)

Value$823.3K (-$153.5K)

Filed 2026-10-19

Commonwealth Equity Services, LLC

DECREASED

Shares30,581 from 32,013

Change-1,432 (-4%)

Value$762.4K (-$166.3K)

Filed 2026-11-02

OpenArc Corporate Advisory, LLC

UNCHANGED

Shares28,010 from 28,010

Change0 (0%)

Value$698.3K (-$114.3K)

Filed 2026-10-21

B. Riley Wealth Advisors, Inc.

INCREASED

Shares26,648 from 25,466

Change+1,182 (+5%)

Value$664.3K (-$74.2K)

Filed 2026-10-13

Farther Finance Advisors, LLC

DECREASED

Shares23,559 from 24,933

Change-1,374 (-6%)

Value$587.3K (-$136.0K)

Filed 2026-10-08

J.W. Cole Advisors, Inc.

INCREASED

Shares18,509 from 18,209

Change+300 (+2%)

Value$461.4K (-$66.8K)

Filed 2026-11-05

Kestra Private Wealth Services, LLC

INCREASED

Shares17,121 from 15,875

Change+1,246 (+8%)

Value$426.8K (-$33.7K)

Filed 2026-10-30

Stackstone Wealth, LLC

NEW

Shares16,898

Change+16,898

Value$421.3K

Filed 2026-10-19

Keybank National Association

DECREASED

Shares14,445 from 19,998

Change-5,553 (-28%)

Value$360.1K (-$220.0K)

Filed 2026-11-04

Truist Financial Corp

INCREASED

Shares13,328 from 13,270

Change+58 (+0%)

Value$332.3K (-$52.7K)

Filed 2026-10-30

Liberty Capital Management, Inc.

UNCHANGED

Shares12,380 from 12,380

Change0 (0%)

Value$308.6K (-$50.5K)

Filed 2026-11-02

D.A. Davidson & Co.

UNCHANGED

Shares12,134 from 12,134

Change0 (0%)

Value$302.5K (-$49.5K)

Filed 2026-10-28

Unique Wealth, LLC

NEW

Shares11,156

Change+11,156

Value$278.1K

Filed 2026-10-16

Creative Planning

DECREASED

Shares11,121 from 11,527

Change-406 (-4%)

Value$277.2K (-$57.2K)

Filed 2026-11-02

SeaCrest Wealth Management, LLC

INCREASED

Shares9,601 from 9,597

Change+4 (+0%)

Value$239.3K (-$39.1K)

Filed 2026-10-21

Stronghold Wealth Management L.L.C.

INCREASED

Shares9,163 from 8,477

Change+686 (+8%)

Value$228.4K (-$17.5K)

Filed 2026-10-16

Fifth Third Bancorp

DECREASED

Shares6,004 from 6,675

Change-671 (-10%)

Value$149.7K (-$44.0K)

Filed 2026-11-05

Lanark Financial, Inc.

UNCHANGED

Shares5,373 from 5,373

Change0 (0%)

Value$133.9K (-$21.9K)

Filed 2026-10-26

US Bancorp \de\

UNCHANGED

Shares4,750 from 4,750

Change0 (0%)

Value$118.4K (-$19.4K)

Filed 2026-11-05

IFP Advisors, Inc

INCREASED

Shares1,625 from 1,598

Change+27 (+2%)

Value$40.5K (-$5.8K)

Filed 2026-10-16

Nemes Rush Group LLC

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$37.4K (-$6.1K)

Filed 2026-11-04

Parallel Advisors, LLC

INCREASED

Shares1,051 from 1,032

Change+19 (+2%)

Value$26.2K (-$3.8K)

Filed 2026-11-03

Trust Co of Vermont

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$24.9K (-$4.1K)

Filed 2026-10-21

Hilltop National Bank

UNCHANGED

Shares800 from 800

Change0 (0%)

Value$19.9K (-$3.3K)

Filed 2026-10-14

Larson Financial Group LLC

INCREASED

Shares739 from 726

Change+13 (+2%)

Value$18.4K (-$2.6K)

Filed 2026-11-05

William Mack & Associates, Inc.

NEW

Shares600

Change+600

Value$15.0K

Filed 2026-10-27

JFS Wealth Advisors, LLC

UNCHANGED

Shares229 from 229

Change0 (0%)

Value$5.7K (-$935)

Filed 2026-11-03

Triumph Capital Management

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$5.0K (-$816)

Filed 2026-10-14

Bear Mountain Capital, Inc.

NEW

Shares184

Change+184

Value$4.7K

Filed 2026-11-04

Valley National Advisers Inc

UNCHANGED

Shares65 from 65

Change0 (0%)

Value$1.6K (-$265)

Filed 2026-10-23

Thurston, Springer, Miller, Herd & Titak, Inc.

CLOSED

Shares0 from 163

Change-163 (-100%)

Value$0 (-$4.7K)

Filed 2026-10-14

Prairie Wealth Advisors, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$2.8M (-$296.8K)

Filed 2026-10-29

Morgan Stanley

N/A

Shares— from 818,162

Change-818,162 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 752,544

Change-752,544 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 512,280

Change-512,280 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 446,794

Change-446,794 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 305,676

Change-305,676 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 284,741

Change-284,741 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 255,676

Change-255,676 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 173,052

Change-173,052 (-100%)

Value—

Wealthspire Retirement, LLC

N/A

Shares— from 128,821

Change-128,821 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 97,579

Change-97,579 (-100%)

Value—

UBS Group AG

N/A

Shares— from 96,628

Change-96,628 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 79,680

Change-79,680 (-100%)

Value—

Cypress Capital Management LLC (WY)

N/A

Shares— from 78,975

Change-78,975 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 54,792

Change-54,792 (-100%)

Value—

Pursuit Wealth Strategies, LLC

N/A

Shares— from 53,624

Change-53,624 (-100%)

Value—

&partners

N/A

Shares— from 36,827

Change-36,827 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 31,482

Change-31,482 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 31,235

Change-31,235 (-100%)

Value—

Everstar Asset Management, LLC

N/A

Shares— from 29,015

Change-29,015 (-100%)

Value—

Cable Car Capital, LPA

N/A

Shares— from 25,716

Change-25,716 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 21,705

Change-21,705 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 18,901

Change-18,901 (-100%)

Value—

Ingalls & Snyder LLC

N/A

Shares— from 18,400

Change-18,400 (-100%)

Value—

Z3 Capital Partners, LLC

N/A

Shares— from 15,552

Change-15,552 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 15,320

Change-15,320 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 13,811

Change-13,811 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 13,740

Change-13,740 (-100%)

Value—

Chancellor Financial Group WB LP

N/A

Shares— from 13,539

Change-13,539 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 13,247

Change-13,247 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 11,953

Change-11,953 (-100%)

Value—

Liberty Square Wealth Partners LLC

N/A

Shares— from 11,339

Change-11,339 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 10,815

Change-10,815 (-100%)

Value—

M3 Advisory Group, LLC

N/A

Shares— from 10,699

Change-10,699 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 10,272

Change-10,272 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 10,218

Change-10,218 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 10,084

Change-10,084 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 9,400

Change-9,400 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 8,339

Change-8,339 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 7,501

Change-7,501 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 6,934

Change-6,934 (-100%)

Value—

Mpwm Advisory Solutions, LLC

N/A

Shares— from 5,663

Change-5,663 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 5,233

Change-5,233 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 5,162

Change-5,162 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 3,775

Change-3,775 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 2,624

Change-2,624 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Winch Advisory Services, LLC

N/A

Shares— from 678

Change-678 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 577

Change-577 (-100%)

Value—

Security National Bank of Sioux City Iowa

N/A

Shares— from 400

Change-400 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 352

Change-352 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 224

Change-224 (-100%)

Value—

	Status
Cambridge Investment Research Advisors, Inc.	INCREASED	111,543	109,289	+2,254	+2%	$3.2M	$2.8M	-$389.0K	2026-11-02
Hennion & Walsh Asset Management, Inc.	DECREASED	67,688	94,120	-26,432	-28%	$2.7M	$1.7M	-$1.0M	2026-10-13
Wealth Enhancement Advisory Services, LLC	DECREASED	65,992	75,650	-9,658	-13%	$2.1M	$1.7M	-$458.5K	2026-10-13
Smith Asset Management Co., LLC	INCREASED	52,564	52,521	+43	+0%	$1.5M	$1.3M	-$213.2K	2026-10-16
American Institute for Advanced Investment Management, LLP	INCREASED	42,740	38,140	+4,600	+12%	$1.1M	$1.1M	-$40.9K	2026-11-03
Kestra Advisory Services, LLC	DECREASED	41,719	48,311	-6,592	-14%	$1.4M	$1.0M	-$361.4K	2026-11-02
PMG Family Office LLC	DECREASED	33,026	33,671	-645	-2%	$976.8K	$823.3K	-$153.5K	2026-10-19
Commonwealth Equity Services, LLC	DECREASED	30,581	32,013	-1,432	-4%	$928.7K	$762.4K	-$166.3K	2026-11-02
OpenArc Corporate Advisory, LLC	UNCHANGED	28,010	28,010	0	0%	$812.6K	$698.3K	-$114.3K	2026-10-21
B. Riley Wealth Advisors, Inc.	INCREASED	26,648	25,466	+1,182	+5%	$738.5K	$664.3K	-$74.2K	2026-10-13
Farther Finance Advisors, LLC	DECREASED	23,559	24,933	-1,374	-6%	$723.3K	$587.3K	-$136.0K	2026-10-08
J.W. Cole Advisors, Inc.	INCREASED	18,509	18,209	+300	+2%	$528.3K	$461.4K	-$66.8K	2026-11-05
Kestra Private Wealth Services, LLC	INCREASED	17,121	15,875	+1,246	+8%	$460.5K	$426.8K	-$33.7K	2026-10-30
Stackstone Wealth, LLC	NEW	16,898	—	+16,898	—	—	$421.3K	—	2026-10-19
Keybank National Association	DECREASED	14,445	19,998	-5,553	-28%	$580.1K	$360.1K	-$220.0K	2026-11-04
Truist Financial Corp	INCREASED	13,328	13,270	+58	+0%	$385.0K	$332.3K	-$52.7K	2026-10-30
Liberty Capital Management, Inc.	UNCHANGED	12,380	12,380	0	0%	$359.1K	$308.6K	-$50.5K	2026-11-02
D.A. Davidson & Co.	UNCHANGED	12,134	12,134	0	0%	$352.0K	$302.5K	-$49.5K	2026-10-28
Unique Wealth, LLC	NEW	11,156	—	+11,156	—	—	$278.1K	—	2026-10-16
Creative Planning	DECREASED	11,121	11,527	-406	-4%	$334.4K	$277.2K	-$57.2K	2026-11-02
SeaCrest Wealth Management, LLC	INCREASED	9,601	9,597	+4	+0%	$278.4K	$239.3K	-$39.1K	2026-10-21
Stronghold Wealth Management L.L.C.	INCREASED	9,163	8,477	+686	+8%	$245.9K	$228.4K	-$17.5K	2026-10-16
Fifth Third Bancorp	DECREASED	6,004	6,675	-671	-10%	$193.6K	$149.7K	-$44.0K	2026-11-05
Lanark Financial, Inc.	UNCHANGED	5,373	5,373	0	0%	$155.9K	$133.9K	-$21.9K	2026-10-26
US Bancorp \de\	UNCHANGED	4,750	4,750	0	0%	$137.8K	$118.4K	-$19.4K	2026-11-05
IFP Advisors, Inc	INCREASED	1,625	1,598	+27	+2%	$46.4K	$40.5K	-$5.8K	2026-10-16
Nemes Rush Group LLC	UNCHANGED	1,500	1,500	0	0%	$43.5K	$37.4K	-$6.1K	2026-11-04
Parallel Advisors, LLC	INCREASED	1,051	1,032	+19	+2%	$30.0K	$26.2K	-$3.8K	2026-11-03
Trust Co of Vermont	UNCHANGED	1,000	1,000	0	0%	$29.0K	$24.9K	-$4.1K	2026-10-21
Hilltop National Bank	UNCHANGED	800	800	0	0%	$23.2K	$19.9K	-$3.3K	2026-10-14
Larson Financial Group LLC	INCREASED	739	726	+13	+2%	$21.1K	$18.4K	-$2.6K	2026-11-05
William Mack & Associates, Inc.	NEW	600	—	+600	—	—	$15.0K	—	2026-10-27
JFS Wealth Advisors, LLC	UNCHANGED	229	229	0	0%	$6.6K	$5.7K	-$935	2026-11-03
Triumph Capital Management	UNCHANGED	200	200	0	0%	$5.8K	$5.0K	-$816	2026-10-14
Bear Mountain Capital, Inc.	NEW	184	—	+184	—	—	$4.7K	—	2026-11-04
Valley National Advisers Inc	UNCHANGED	65	65	0	0%	$1.9K	$1.6K	-$265	2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.	CLOSED	0	163	-163	-100%	$4.7K	$0	-$4.7K	2026-10-14
Prairie Wealth Advisors, Inc.	UNCHANGED	0	0	0	—	$3.1M	$2.8M	-$296.8K	2026-10-29
Morgan Stanley	N/A	—	818,162	-818,162	-100%	$23.7M	—	—	—
Ameriprise Financial Inc	N/A	—	752,544	-752,544	-100%	$21.8M	—	—	—
Bank of America Corp	N/A	—	512,280	-512,280	-100%	$14.9M	—	—	—
Raymond James Financial Inc	N/A	—	446,794	-446,794	-100%	$13.0M	—	—	—
SIT Investment Associates Inc	N/A	—	305,676	-305,676	-100%	$8.9M	—	—	—
Invesco Ltd.	N/A	—	284,741	-284,741	-100%	$8.3M	—	—	—
Wells Fargo & Company	N/A	—	255,676	-255,676	-100%	$7.4M	—	—	—
LPL Financial LLC	N/A	—	173,052	-173,052	-100%	$5.0M	—	—	—
Wealthspire Retirement, LLC	N/A	—	128,821	-128,821	-100%	$3.7M	—	—	—
Royal Bank of Canada	N/A	—	97,579	-97,579	-100%	$2.8M	—	—	—
UBS Group AG	N/A	—	96,628	-96,628	-100%	$2.8M	—	—	—
Osaic Holdings, Inc.	N/A	—	79,680	-79,680	-100%	$2.3M	—	—	—
Cypress Capital Management LLC (WY)	N/A	—	78,975	-78,975	-100%	$2.3M	—	—	—
PNC Financial Services Group, Inc.	N/A	—	54,792	-54,792	-100%	$1.6M	—	—	—
Pursuit Wealth Strategies, LLC	N/A	—	53,624	-53,624	-100%	$1.6M	—	—	—
&partners	N/A	—	36,827	-36,827	-100%	$1.1M	—	—	—
Cetera Investment Advisers	N/A	—	31,482	-31,482	-100%	$913.3K	—	—	—
First Trust Advisors LP	N/A	—	31,235	-31,235	-100%	$906.1K	—	—	—
Everstar Asset Management, LLC	N/A	—	29,015	-29,015	-100%	$841.7K	—	—	—
Cable Car Capital, LPA	N/A	—	25,716	-25,716	-100%	$746.0K	—	—	—
Baird Financial Group, Inc.	N/A	—	21,705	-21,705	-100%	$629.7K	—	—	—
JPMorgan Chase & Co	N/A	—	18,901	-18,901	-100%	$548.1K	—	—	—
Ingalls & Snyder LLC	N/A	—	18,400	-18,400	-100%	$534.0K	—	—	—
Z3 Capital Partners, LLC	N/A	—	15,552	-15,552	-100%	$451.2K	—	—	—
Janney Montgomery Scott LLC	N/A	—	15,320	-15,320	-100%	$444.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	13,811	-13,811	-100%	$400.7K	—	—	—
Jane Street Group, LLC	N/A	—	13,740	-13,740	-100%	$398.6K	—	—	—
Chancellor Financial Group WB LP	N/A	—	13,539	-13,539	-100%	$392.8K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	13,247	-13,247	-100%	$384.3K	—	—	—
Stifel Financial Corp	N/A	—	11,953	-11,953	-100%	$346.7K	—	—	—
Liberty Square Wealth Partners LLC	N/A	—	11,339	-11,339	-100%	$328.9K	—	—	—
EP Wealth Advisors, LLC	N/A	—	10,815	-10,815	-100%	$313.8K	—	—	—
M3 Advisory Group, LLC	N/A	—	10,699	-10,699	-100%	$310.4K	—	—	—
XTX Topco Ltd	N/A	—	10,272	-10,272	-100%	$298.0K	—	—	—
Private Advisor Group, LLC	N/A	—	10,218	-10,218	-100%	$296.4K	—	—	—
Envestnet Asset Management Inc	N/A	—	10,084	-10,084	-100%	$292.5K	—	—	—
HighTower Advisors, LLC	N/A	—	9,400	-9,400	-100%	$272.7K	—	—	—
SEI Investments Co	N/A	—	8,339	-8,339	-100%	$241.9K	—	—	—
Arax Advisory Partners	N/A	—	7,501	-7,501	-100%	$217.6K	—	—	—
Mariner, LLC	N/A	—	6,934	-6,934	-100%	$201.2K	—	—	—
Mpwm Advisory Solutions, LLC	N/A	—	5,663	-5,663	-100%	$164.3K	—	—	—
Harbour Investments, Inc.	N/A	—	5,233	-5,233	-100%	$151.8K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	5,162	-5,162	-100%	$149.8K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	3,775	-3,775	-100%	$109.5K	—	—	—
IFG Advisory, LLC	N/A	—	2,624	-2,624	-100%	$76.1K	—	—	—
Kilter Group LLC	N/A	—	1,000	-1,000	-100%	$29.0K	—	—	—
Winch Advisory Services, LLC	N/A	—	678	-678	-100%	$19.7K	—	—	—
BFC Planning, Inc.	N/A	—	577	-577	-100%	$16.7K	—	—	—
Security National Bank of Sioux City Iowa	N/A	—	400	-400	-100%	$11.6K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	352	-352	-100%	$10.2K	—	—	—
Russell Investments Group, Ltd.	N/A	—	224	-224	-100%	$6.5K	—	—	—

Showing 89 of 89 institutions