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

IDEFIDEF
2 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 IDEF (BLACKROCK ETF TRUST), worth $40.8M as of 2026-Q2. The position was increased (+20.1% shares). IDEF represents 0.2% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$40.8M

Current Shares

1.3M

Total Value Change

+$5.9M

Total Shares Change

+214,710

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.3M
+20.1%
$40.8M0.2%$31.78
41
2026-Q1
New
1.1M
-
$34.9M0.2%$36.19
48

Other major holders of IDEF: ENVESTNET ASSET MANAGEMENT INC, LPL Financial LLC, MORGAN STANLEY

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