Back to United Capital Financial Advisors, LLC United Capital Financial Advisors, LLC

BAI

5 quarters

Position history for United Capital Financial Advisors, LLCUnited Capital Financial Advisors, LLC's holdings in BLACKROCK ETF TRUST

Yes. United Capital Financial Advisors holds 1,275,000 shares of BAI, worth $67.2M, as of its Q2 2026 13F filing. It reduced the position by 241,138 shares (-15.9%) from Q1 2026. United Capital Financial Advisors has held BAI since Q2 2025, across 5 quarterly 13F filings. BAI is 0.4% of United Capital Financial Advisors' reported 13F 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%$32.95
36
2025-Q4
Increased
1.5M
+3.7%
$49.7M0.3%$33.30
36
2025-Q3
Increased
1.4M
+157.4%
$49.1M0.4%$33.55
56
2025-Q2
New
558,486
-
$16.1M0.1%$28.34
47

Other major holders of BAI: Envestnet Asset Management Inc., LPL Financial LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used