Basic Stats
| Institutional Owners | 115 total, 115 long only, 0 short only, 0 long/short - change of -4.17% MRQ |
| Average Portfolio Allocation | 0.1189 % - change of 7.21% MRQ |
| Institutional Shares (Long) | 9,293,017 (ex 13D/G) - change of -0.69MM shares -6.90% MRQ |
| Institutional Value (Long) | $ 193,852 USD ($1000) |
Institutional Ownership and Shareholders
BlackRock Enhanced Large Cap Core Fund, Inc. (US:CII) has 115 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 9,293,017 shares. Largest shareholders include Raymond James Financial Inc, Wells Fargo & Company/mn, Morgan Stanley, Invesco Ltd., PCEF - Invesco CEF Income Composite ETF, LPL Financial LLC, Bank Of America Corp /de/, Advisor Group Holdings, Inc., UBS Group AG, and Envestnet Asset Management Inc .
BlackRock Enhanced Large Cap Core Fund, Inc. (NYSE:CII) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.
The share price as of September 5, 2025 is 22.58 / share. Previously, on September 9, 2024, the share price was 18.98 / share. This represents an increase of 18.97% over that period.
Fund Sentiment Score
The Fund Sentiment Score (fka Ownership Accumulation Score) finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. The scoring model uses a combination of the total increase in disclosed owners, the changes in portfolio allocations in those owners and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.
Update Frequency: Daily
See Ownership Explorer, which provides a list of highest-ranking companies.
Institutional Put/Call Ratio
In addition to reporting standard equity and debt issues, institutions with more than 100MM assets under management must also disclose their put and call option holdings. Since put options generally indicate negative sentiment, and call options indicate positive sentiment, we can get a sense of the overall institutional sentiment by plotting the ratio of puts to calls. The chart to the right plots the historical put/call ratio for this instrument.
Using Put/Call Ratio as an indicator of investor sentiment overcomes one of the key deficiencies of using total institutional ownership, which is that a significant amount of assets under management are invested passively to track indices. Passively-managed funds do not typically buy options, so the put/call ratio indicator more closely tracks the sentiment of actively-managed funds.
13F and NPORT Filings
Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-18 | 13F | Hollencrest Capital Management | 4,665 | 0.00 | 100 | 15.12 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 20,330 | 0.00 | 434 | 15.73 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 291,693 | -1.71 | 6,227 | 13.61 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 527 | 0.00 | 11 | 22.22 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 428,263 | 9.64 | 9,144 | 26.74 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 4,376 | 0.00 | 93 | 15.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 347,145 | 4.53 | 7,412 | 20.84 | ||||
| 2025-08-08 | 13F | Calamos Advisors LLC | 21,085 | 15.09 | 450 | 33.14 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 19,533 | 417 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 16,084 | 7.24 | 343 | 23.83 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 543 | 0.00 | 12 | 10.00 | ||||
| 2025-05-13 | 13F | Sit Investment Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3,184 | 68 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 703,608 | -2.25 | 15,022 | 13.00 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 85 | -83.81 | 2 | -88.89 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 10,268 | 0 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 689,798 | -3.93 | 14,727 | 11.05 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 54,187 | -14.94 | 1 | 0.00 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 5,670 | 0.00 | 121 | 16.35 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 7,124 | 0.00 | 152 | 16.03 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 56,347 | 9.92 | 1,203 | 27.03 | ||||
| 2025-08-06 | 13F | Tabor Asset Management, LP | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 2,000 | 0.00 | 43 | 16.67 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 40,725 | 1.16 | 869 | 16.96 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 21,427 | 0.00 | 457 | 15.70 | ||||
| 2025-08-08 | 13F | Creative Planning | 15,745 | 5.60 | 336 | 22.18 | ||||
| 2025-08-14 | 13F | K2 Principal Fund, L.p. | 10,682 | -5.77 | 228 | 9.09 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 90 | -40.40 | 2 | -50.00 | ||||
| 2025-08-22 | NP | Cornerstone Strategic Value Fund Inc | 139,534 | -48.47 | 2,979 | -40.43 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 6,845 | -15.12 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17,918 | 8.08 | 383 | 24.84 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 22,750 | 0.00 | 486 | 15.48 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 42,660 | 0.00 | 911 | 15.63 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 26,594 | 14.82 | 568 | 32.79 | ||||
| 2025-05-14 | 13F | Landscape Capital Management, L.l.c. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2,200 | 0.00 | 47 | 15.00 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 20,893 | -29.82 | 0 | |||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 10,330 | 221 | ||||||
| 2025-08-06 | 13F | Eukles Asset Management | 583 | 0.00 | 12 | 20.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 105,606 | 14.56 | 2,255 | 32.43 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 152 | -22.84 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 160,317 | 10.32 | 3 | 50.00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10,700 | 0.00 | 228 | 15.74 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 59,685 | 3,149 | ||||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 186,088 | -3.76 | 3,973 | 11.23 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 500 | 11 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 3,000 | 0.00 | 64 | 16.36 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 52,137 | 106.66 | 1,113 | 139.35 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 13,785 | -9.40 | 294 | 4.63 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 347 | -74.24 | 7 | -70.83 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 25,461 | 354.66 | 544 | 437.62 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 28,476 | 15.14 | 608 | 22.13 | ||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 21,416 | -0.29 | 457 | 15.40 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 91,337 | 11.40 | 1,950 | 28.80 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 38,617 | 4.71 | 824 | 21.00 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 190,060 | 410.65 | 4,058 | 490.54 | ||||
| 2025-05-14 | 13F | BOK Financial Private Wealth, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 55,645 | 4.19 | 1,188 | 20.49 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 2,936 | 0.00 | 63 | 14.81 | ||||
| 2025-08-08 | 13F | Westbourne Investment Advisors, Inc. | 11,000 | 235 | ||||||
| 2025-08-22 | NP | Cornerstone Total Return Fund Inc | 39,119 | -54.36 | 835 | -47.25 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 13,525 | 18.49 | 289 | 37.14 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Invesco Ltd. | 562,679 | 1.48 | 12,013 | 17.30 | ||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 73,059 | -29.66 | 1,560 | -18.72 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 500 | 11 | ||||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Bulldog Investors, LLP | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 18,397 | 10.55 | 393 | 27.69 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 43 | 1 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 18,058 | 0.00 | 386 | 15.62 | ||||
| 2025-06-27 | NP | Calamos ETF Trust - Calamos CEF Income & Arbitrage ETF | 25,695 | -17.54 | 477 | -26.28 | ||||
| 2025-08-14 | 13F | UBS Group AG | 413,756 | -4.68 | 8,834 | 10.18 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 6,500 | 0.00 | 139 | 15.00 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 12,012 | -14.73 | 256 | -1.54 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 511,324 | -10.37 | 10,436 | -9.80 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 21,805 | -85.81 | 466 | -83.62 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 19,217 | 4.61 | 410 | 20.94 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 287,050 | -0.52 | 6,129 | 5.67 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 78,701 | -7.58 | 1,680 | 6.87 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4 | -63.64 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 14,190 | -6.98 | 303 | 7.47 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 16,985 | 0.00 | 363 | 15.65 | ||||
| 2025-04-08 | 13F | Investors Research Corp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 3,395 | 0.00 | 72 | 16.13 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 274,690 | -54.11 | 5,865 | -46.96 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 80 | 2 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10,799 | -52.84 | 234 | -44.55 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 476,951 | 8.22 | 10,183 | 25.09 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 1,528 | 2.14 | 33 | 18.52 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 44,890 | 24.93 | 958 | 44.49 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 76,874 | 0.93 | 1,641 | 16.71 | ||||
| 2025-08-13 | 13F | Yakira Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 32,754 | 47.61 | 658 | 60.88 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1,328 | 0.00 | 28 | 16.67 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 6,250 | 0.00 | 133 | 15.65 | ||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 33,955 | 7.98 | 693 | 8.79 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 72,300 | 3.58 | 1,544 | 19.71 | ||||
| 2025-07-11 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,000 | 256 | ||||||
| 2025-08-12 | 13F | Virtu Financial LLC | 13,422 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 456,074 | -3.25 | 9,737 | 11.84 | ||||
| 2025-07-09 | 13F | David J Yvars Group | 19,519 | 0.18 | 417 | 15.88 | ||||
| 2025-08-12 | 13F | one8zero8, LLC | 59,084 | 0.00 | 1,261 | 15.58 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 28,588 | 0.50 | 610 | 16.19 | ||||
| 2025-08-12 | 13F | Agp Franklin, Llc | 11,675 | 0.00 | 249 | 20.87 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 13,913 | 0.07 | 297 | 16.02 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 16,435 | 0.00 | 351 | 15.51 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors, LLC | 178,653 | -49.89 | 3,814 | -42.07 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 32,557 | 0.69 | 695 | 16.42 | ||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 112,847 | 15.33 | 2,409 | 33.31 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 27,999 | -5.24 | 1 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 59,354 | -0.22 | 1,267 | 6.03 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 93,103 | 0.38 | 1,988 | 16.00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 58,789 | 71.77 | 1,255 | 98.58 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 14,764 | -70.89 | 315 | -66.35 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 9,970 | -7.74 | 213 | 6.53 | ||||
| 2025-08-01 | 13F | First National Trust Co | 18,394 | 393 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 91,995 | -0.11 | 1,964 | 15.53 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 182,063 | 24.78 | 3,887 | 44.28 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,007,121 | 6.11 | 21,502 | 22.66 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2,110 | 45 | ||||||
| 2025-05-15 | 13F | Rivernorth Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 14,544 | 311 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 2,154 | 46 | ||||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 10,000 | 0.00 | 214 | 11.52 |
