Back to UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS, LLC

BAIBAI
5 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in BLACKROCK ETF TRUST

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 1.3M shares of BAI (BLACKROCK ETF TRUST), worth $67.2M as of 2026-Q2. The position was decreased (-15.9% shares). BAI represents 0.4% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$67.2M

Current Shares

1.3M

Total Value Change

+$51.1M

Total Shares Change

+716,514

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.3M
-15.9%
$67.2M0.4%$52.72
0
2026-Q1
Increased
1.5M
+1.6%
$49.7M0.3%$33.49
36
2025-Q4
Increased
1.5M
+3.7%
$49.7M0.3%$33.66
36
2025-Q3
Increased
1.4M
+157.4%
$49.1M0.4%$33.46
56
2025-Q2
New
558,486
-
$16.1M0.1%$28.17
47

Other major holders of BAI: ENVESTNET ASSET MANAGEMENT INC, LPL Financial LLC

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