iShares Fallen Angels ETFFALNETF
13F holders, Q3 2024 (September 30)274holders +11
29new positions
16sold out
2famous investors
$27.34avg. 13F price*
At the end of Q3 2024, 274 institutions reported holding iShares Fallen Angels ETF (FALN) in their 13F filings, up 11 from Q2 2024. 29 opened new positions and 16 sold out. The largest holders were Mather Group, Llc. ($245.8M), Bank of America Corp. ($148.3M) and Morgan Stanley ($73.4M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares Fallen Angels ETF
- CUSIP
- 46435G474
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $19.1M |
| Exits | 16 | $4.6M |
All 13F filers, Q2 2024 → Q3 2024: 4,983,144 shares bought and 3,134,550 shares sold, net +1,848,594 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 274 holders
| Mather Group, Llc. | 3.16% | Add +27.0% | 8,991,241 | $245.8M |
| Bank of America Corp. | 0.01% | Reduce -0.5% | 5,425,762 | $148.3M |
| Morgan Stanley | 0.01% | Reduce -26.1% | 2,686,178 | $73.4M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -6.7% | 2,275,065 | $62.2M |
| LPL Financial LLC | 0.02% | Add +7.5% | 1,920,956 | $52.5M |
| Angeles Investment Advisors, LLC | 1.81% | Add +39.8% | 1,294,400 | $35.4M |
| Ameriprise Financial Inc. | 0.01% | Add +2.8% | 1,220,042 | $33.4M |
| Allworth Financial LP | 0.19% | Add +1.3% | 1,128,492 | $30.9M |
| ESL Trust Services, LLC | 6.90% | Add +0.4% | 1,115,111 | $30.5M |
| Alliancebernstein L.P. | 0.01% | Add +4.7% | 1,040,030 | $28.4M |
| Betterment LLC | 0.06% | Add +101.7% | 975,749 | $26.7M |
| BlackRock, Inc. | 0.00% | — | 846,734 | $23.1M |
| UBS Group AG | 0.01% | Reduce -4.2% | 840,521 | $23.0M |
| Nomura Asset Management Co. Ltd. | 0.07% | Add +52.9% | 831,984 | $22.7M |
| Ocean Park Asset Management, LLC | 0.96% | No change | 799,500 | $21.9M |
| Cetera Investment Advisers | 0.04% | Reduce -13.5% | 657,852 | $18.0M |
| OneDigital Investment Advisors LLC | 0.19% | Add +53.0% | 602,539 | $16.5M |
| Procyon Advisors, LLC | 1.06% | Add +2.1% | 563,110 | $15.4M |
| Creative Planning | 0.01% | Add +5.1% | 483,351 | $13.2M |
| MML Investors Services, LLC | 0.04% | Add +11.0% | 427,302 | $11.7M |
| Executive Wealth Management, LLC | 0.69% | Add +10.6% | 324,004 | $8.9M |
| Country Trust Bank | 0.20% | No change | 306,000 | $8.4M |
| Asset Allocation Strategies LLC | 2.34% | Reduce -13.2% | 301,083 | $8.2M |
| Breakwater Capital Group | 1.62% | Add +8.2% | 293,959 | $8.0M |
| Toews Corp. | 0.97% | No change | 264,500 | $7.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -24.3% | 264,135 | $7.2M |
| Prepared Retirement Institute LLC | 4.31% | Reduce -0.2% | 260,289 | $7.1M |
| Cwm, LLC | 0.03% | Add +5.2% | 259,606 | $7.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -18.1% | 240,142 | $6.6M |
| Royal Bank of Canada | 0.00% | Add +0.5% | 231,395 | $6.3M |
| Trustmark Bank Trust Department | 0.45% | Add +11.8% | 218,211 | $6.0M |
| Baker Avenue Asset Management, LP | 0.19% | Reduce -21.5% | 217,915 | $6.0M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -16.3% | 216,199 | $5.9M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -4.3% | 210,057 | $5.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +32.5% | 194,997 | $5.3M |
| JPMorgan Chase & Co. | 0.00% | Add +35.0% | 184,060 | $5.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -19.4% | 181,057 | $5.0M |
| Diversify Wealth Management, LLC | 0.43% | Add +7.0% | 167,189 | $4.5M |
| Great Valley Advisor Group, Inc. | 0.11% | Add +21.7% | 164,535 | $4.5M |
| Continuum Wealth Advisors, LLC | 2.39% | Reduce -40.8% | 162,931 | $4.5M |
| HF Advisory Group, LLC | 2.02% | Add +4.8% | 159,090 | $4.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +12.3% | 155,675 | $4.3M |
| Assetmark, Inc. | 0.01% | Reduce -47.3% | 155,162 | $4.2M |
| Capital Wealth Management, LLC | 1.81% | Add +3.0% | 154,810 | $4.2M |
| Optivise Advisory Services LLC | 2.19% | Add +2.6% | 152,128 | $4.2M |
| Coastline Trust Co | 0.46% | Add +12.9% | 144,598 | $4.0M |
| Kraematon Investment Advisors, Inc. | 3.63% | Reduce -1.6% | 135,172 | $3.7M |
| Dohj, LLC | 0.84% | Reduce -0.9% | 131,443 | $3.6M |
| Wbi Investments, LLC | 0.82% | New | 125,366 | $3.4M |
| GeoWealth Management, LLC | 0.12% | New | 122,811 | $3.4M |
| Elevation Capital Advisory, LLC | 1.48% | New | 122,805 | $3.4M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -4.6% | 118,688 | $3.2M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -4.6% | 118,688 | $3.2M |
| Bank of New York Mellon Corp | 0.00% | Add +18.2% | 113,795 | $3.1M |
| Cerity Partners LLC | 0.01% | Reduce -0.8% | 112,760 | $3.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.6% | 110,971 | $3.0M |
| Glassy Mountain Advisors, Inc. | 1.05% | Add +2.9% | 108,899 | $3.0M |
| Manning & Napier Advisors LLC | 0.03% | Reduce -3.1% | 108,327 | $3.0M |
| Citigroup Inc. | 0.00% | Add +34.7% | 108,111 | $3.0M |
| Insight Wealth Partners, LLC | 1.79% | Add +5.5% | 107,533 | $2.9M |
| Park Avenue Securities LLC | 0.03% | Reduce -15.7% | 107,021 | $2.9M |
| Ignite Planners, LLC | 0.65% | Add +21.6% | 103,790 | $2.8M |
| Cornerstone Planning Group LLC | 0.65% | Add +3.8% | 90,771 | $2.5M |
| Impact Partnership Wealth, LLC | 0.54% | Add +67.4% | 87,711 | $2.4M |
| Renaissance Technologies | 0.00% | New | 86,300 | $2.4M |
| D L Carlson Investment Group Inc. | 0.42% | Add +4.8% | 84,318 | $2.3M |
| World Investment Advisors | 0.07% | Add +40.4% | 82,422 | $2.3M |
| US Financial Advisors, LLC | 0.68% | Reduce -1.6% | 79,574 | $2.2M |
| Forte Asset Management LLC | 1.14% | No change | 78,000 | $2.1M |
| Donoghue Forlines LLC | 0.57% | Add +0.3% | 73,361 | $2.0M |
| Virtue Capital Management, LLC | 0.38% | Add +0.6% | 70,213 | $1.9M |
| Fifth Third Securities, Inc. | 0.18% | Reduce -2.4% | 68,848 | $1.9M |
| SteelPeak Wealth, LLC | 0.08% | Reduce -7.0% | 68,352 | $1.9M |
| Novare Capital Management LLC | 0.16% | Add +12.2% | 68,086 | $1.9M |
| Perigon Wealth Management, LLC | 0.05% | Add +3.4% | 67,721 | $1.9M |
| FOCUS Wealth Advisors, LLC | 0.92% | Reduce -1.6% | 67,164 | $1.8M |
| Mount Lucas Management LP | 0.61% | Add +4.0% | 65,857 | $1.8M |
| US Bancorp \de | 0.00% | Add +0.2% | 64,132 | $1.8M |
| AXS Investments LLC | 0.43% | Reduce -21.1% | 59,018 | $1.6M |
| Parcion Private Wealth LLC | 0.13% | Add +18.3% | 57,014 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Add +9.2% | 55,945 | $1.5M |
| First Citizens Bank & Trust Co. | 0.03% | Add +16.0% | 52,792 | $1.4M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -29.1% | 52,445 | $1.4M |
| Ausdal Financial Partners, Inc. | 0.15% | Add +5.2% | 51,063 | $1.4M |
| Wealth Advisory Solutions, LLC | 0.38% | Add +2.6% | 50,679 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +16.7% | 48,547 | $1.3M |
| Raymond James & Associates | 0.00% | Reduce -20.9% | 45,812 | $1.3M |
| Addison Capital Co | 0.50% | Add +22.0% | 45,783 | $1.3M |
| DDFG, Inc | 0.35% | Reduce -1.3% | 44,731 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -10.2% | 43,668 | $1.2M |
| Insight Advisors, LLC/ PA | 0.21% | Add +17.6% | 43,576 | $1.2M |
| Client 1ST Advisory Group, LLC | 0.46% | Reduce -19.8% | 42,212 | $1.2M |
| Principal Securities, Inc. | 0.03% | Add +153.9% | 40,965 | $1.1M |
| Iams Wealth Management, LLC | 0.55% | Reduce -11.6% | 40,649 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +63.6% | 39,079 | $1.1M |
| Asset Allocation & Management Company, LLC | 0.67% | No change | 39,000 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +360.5% | 38,861 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -7.3% | 38,450 | $1.1M |
| Comerica Bank | 0.00% | Add +14.9% | 36,257 | $991K |
| D.A. Davidson & Co. | 0.01% | Add +8.4% | 35,662 | $975K |
| AE Wealth Management LLC | 0.01% | Add +0.5% | 35,579 | $973K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.2% | 35,495 | $970K |
| Prudential Financial Inc. | 0.00% | Reduce -2.8% | 34,775 | $951K |
| Cumberland Partners Ltd | 0.06% | Reduce -27.3% | 33,600 | $919K |
| CreativeOne Wealth, LLC | 0.03% | Reduce -16.8% | 32,496 | $888K |
| Wilson & Boucher Capital Management, LLC | 0.61% | No change | 32,400 | $886K |
| Wealthfront Advisers LLC | 0.00% | Add +63.1% | 31,559 | $863K |
| Vestmark Advisory Solutions, Inc. | 0.03% | Reduce -75.5% | 31,508 | $861K |
| Sierra Capital LLC | 0.10% | No change | 31,185 | $853K |
| IHT Wealth Management, LLC | 0.02% | Add +87.9% | 31,099 | $849K |
| Millennium Management | 0.00% | New | 31,023 | $848K |
| Freedom Investment Management, Inc. | 0.07% | Reduce -6.5% | 30,874 | $844K |
| TriaGen Wealth Management LLC | 0.28% | Add +3.0% | 30,225 | $826K |
| Valley Wealth Managers, Inc. | 0.06% | Add +3.8% | 29,940 | $819K |
| PNC Financial Services Group, Inc. | 0.00% | Add +754.2% | 29,409 | $804K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.12% | Add +12.0% | 28,946 | $791K |
| Geneos Wealth Management Inc. | 0.03% | Reduce -2.9% | 28,820 | $788K |
| Exchange Bank | 0.63% | Reduce -9.4% | 28,247 | $772K |
| Simplicity Wealth,LLC | 0.07% | New | 27,846 | $761K |
| Kelly Financial Services LLC | 0.27% | Reduce -13.2% | 27,412 | $749K |
| HRT Financial LP | 0.00% | Add +106.0% | 26,730 | $730K |
| Sunbelt Securities, Inc. | 0.07% | Add +1.0% | 26,329 | $720K |
| Brookstone Capital Management | 0.01% | Reduce -1.6% | 26,050 | $712K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +39.8% | 25,780 | $705K |
| Western Financial Corp | 0.40% | Add +1.5% | 25,771 | $705K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -7.5% | 25,581 | $699K |
| Symphony Financial, Ltd. Co. | 0.11% | Add +11.8% | 25,251 | $692K |
| IFG Advisory, LLC | 0.04% | Add +70.8% | 24,479 | $669K |
| LexAurum Advisors, LLC | 0.15% | Add +3.3% | 24,444 | $668K |
| Concourse Financial Group Securities, Inc. | 0.04% | Add +4.6% | 23,940 | $655K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -1.3% | 23,419 | $640K |
| St Germain D J Co. Inc. | 0.03% | Reduce -51.9% | 23,105 | $632K |
| Bright Futures Wealth Management, LLC. | 0.30% | Reduce -2.6% | 23,291 | $628K |
| Lineweaver Wealth Advisors, LLC | 0.12% | Reduce -0.0% | 22,363 | $611K |
| Yoder Wealth Management, Inc. | 0.36% | Add +4.5% | 22,074 | $604K |
| Sigma Planning Corp | 0.02% | Reduce -4.2% | 21,595 | $590K |
| Susquehanna International Group, LLP | 0.00% | New | 21,465 | $587K |
| Family Asset Management, LLC | 0.34% | Reduce -32.4% | 20,922 | $572K |
| Atria Investments, Inc | 0.01% | Reduce -47.8% | 20,752 | $567K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +15.2% | 20,649 | $565K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 20,000 | $547K |
| Mutual Advisors, LLC | 0.02% | Add +77.2% | 20,061 | $542K |
| Kingsview Wealth Management, LLC | 0.01% | Add +2.1% | 19,733 | $540K |
| First Citizens Asset Management, Inc. | 0.19% | Reduce -1.8% | 19,345 | $529K |
| Ancora Advisors LLC | 0.01% | Reduce -8.2% | 19,343 | $529K |
| Manchester Capital Management LLC | 0.06% | New | 18,957 | $518K |
| Aveo Capital Partners, LLC | 0.05% | Reduce -0.7% | 18,713 | $512K |
| Private Advisor Group, LLC | 0.00% | Add +70.6% | 17,134 | $468K |
| Navis Wealth Advisors, LLC | 0.50% | Add +1.5% | 17,009 | $465K |
| Vontobel Holding Ltd. | 0.00% | No change | 17,000 | $465K |
| JB Capital LLC | 0.03% | Reduce -46.0% | 16,840 | $460K |
| Townsquare Capital LLC | 0.01% | Reduce -1.4% | 16,765 | $458K |
| Quadrant Private Wealth Management, LLC | 0.11% | Add +41.5% | 16,589 | $454K |
| Mariner, LLC | 0.00% | Reduce -35.3% | 16,153 | $442K |
| Independent Financial Group, LLC | 0.02% | New | 16,031 | $438K |
| Snowden Capital Advisors LLC | 0.01% | Add +3.4% | 15,283 | $418K |
| Avantax Advisory Services, Inc. | 0.00% | Add +56.2% | 15,140 | $414K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -24.4% | 14,973 | $409K |
| Advisory Services Network, LLC | 0.01% | No change | 14,489 | $379K |
| ORG Partners LLC | 0.06% | Add +118.9% | 13,841 | $378K |
| PFG Investments, LLC | 0.02% | New | 13,778 | $377K |
| City Center Advisors, LLC | 0.42% | Add +28.1% | 13,707 | $375K |
| Financial Advocates Investment Management | 0.02% | Reduce -1.7% | 13,079 | $358K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +0.6% | 13,062 | $357K |
| Arkadios Wealth Advisors | 0.02% | Reduce -0.1% | 12,548 | $343K |
| NTV Asset Management LLC | 0.04% | Reduce -3.9% | 12,250 | $335K |
| McDonald Partners LLC | 0.08% | Add +0.1% | 12,008 | $328K |
| Ascentis Independent Advisors | 0.05% | Reduce -15.3% | 11,469 | $314K |
| Drucker Wealth 3.0, LLC | 0.07% | Reduce -12.4% | 11,409 | $312K |
| Summit X, LLC | 0.07% | Reduce -4.9% | 11,406 | $299K |
| Sequent Planning LLC | 0.10% | New | 10,697 | $292K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -37.8% | 10,514 | $287K |
| Wedbush Securities Inc. | 0.01% | Add +11.8% | 10,443 | $286K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 10,375 | $284K |
| Harbour Investments, Inc. | 0.01% | Reduce -12.2% | 10,176 | $278K |
| Parallel Advisors, LLC | 0.01% | Reduce -0.7% | 9,914 | $271K |
| First Horizon Advisors, Inc. | 0.01% | Add +87.6% | 9,899 | $271K |
| Twin City Private Wealth, LLC | 0.23% | Reduce -9.7% | 9,676 | $265K |
| PAX Financial Group, LLC | 0.05% | New | 9,633 | $263K |
| NewEdge Advisors, LLC | 0.00% | Reduce -49.4% | 9,591 | $262K |
| Corient Private Wealth LP | 0.00% | Reduce -11.2% | 9,533 | $261K |
| Two West Capital Advisors LLC | 0.21% | New | 9,479 | $259K |
| Goldstone Financial Group, LLC | 0.04% | Reduce -7.7% | 9,457 | $259K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -6.0% | 9,353 | $256K |
| Balanced Rock Investment Advisors LLC | 0.20% | Add +9.2% | 9,345 | $255K |
| Money Concepts Capital Corp. | 0.02% | Add +1.4% | 9,285 | $254K |
| Worth Financial Advisory Group, LLC | 0.15% | No change | 9,255 | $253K |
| Compound Planning, Inc. | 0.02% | New | 9,152 | $250K |
| Allie Family Office LLC | 0.13% | No change | 9,122 | $249K |
| Invst, LLC | 0.03% | Reduce -48.4% | 9,007 | $246K |
| Prospera Financial Services Inc | 0.01% | Add +1.2% | 8,887 | $243K |
| AlphaCentric Advisors LLC | 0.18% | Reduce -0.9% | 8,857 | $242K |
| Bank of New Hampshire | 0.06% | Reduce -56.1% | 8,749 | $239K |
| Intergy Private Wealth, LLC | 0.09% | Add +2.8% | 8,737 | $239K |
| Farther Finance Advisors, LLC | 0.01% | Add +156.8% | 8,717 | $238K |
| Aristides Capital LLC | 0.10% | New | 8,618 | $236K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 8,605 | $235K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -17.1% | 8,550 | $234K |
| Jane Street Group, LLC | 0.00% | Reduce -98.2% | 8,521 | $233K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -13.9% | 8,233 | $225K |
| Alpha Financial Partners LLC | 0.16% | New | 8,160 | $223K |
| Ehrlich Financial Group | 0.16% | New | 8,160 | $223K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -59.5% | 8,250 | $223K |
| Coppell Advisory Solutions LLC | 0.03% | Add +10.9% | 8,041 | $220K |
| High Falls Advisors, Inc | 0.05% | Reduce -51.1% | 8,027 | $219K |
| Detalus Advisors, LLC | 0.07% | New | 7,964 | $218K |
| Saxony Capital Management, LLC | 0.19% | New | 7,622 | $208K |
| Outlook Wealth Advisors, LLC | 0.06% | New | 7,443 | $203K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -7.7% | 7,261 | $199K |
| FMR LLC | 0.00% | Reduce -10.4% | 6,880 | $188K |
| New Potomac Partners, LLC | 0.09% | New | 6,650 | $182K |
| Qube Research & Technologies Ltd | 0.00% | New | 6,413 | $175K |
| Spire Wealth Management | 0.01% | Add +4.5% | 6,148 | $168K |
| Continuum Advisory, LLC | 0.02% | Reduce -3.0% | 5,240 | $142K |
| Banque Cantonale Vaudoise | 0.01% | Add +5.7% | 5,024 | $137K |
| Householder Group Estate & Retirement Specialist, LLC | 0.04% | Add +26.6% | 4,888 | $133K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -48.0% | 4,269 | $117K |
| IFP Advisors, Inc | 0.00% | Add +29.1% | 4,049 | $111K |
| Bank of Montreal | 0.00% | No change | 4,000 | $110K |
| NBT Bank, N.A. | 0.01% | Reduce -5.9% | 3,968 | $109K |
| Consultiva Wealth Management, Corp. | 0.86% | No change | 3,951 | $108K |
| Colonial Trust Co / SC | 0.02% | Reduce -47.7% | 3,709 | $101K |
| Private Trust Co. NA | 0.01% | Reduce -24.6% | 2,478 | $68K |
| Sound Income Strategies, LLC | 0.00% | No change | 2,419 | $66K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | No change | 2,287 | $63K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 1,994 | $55K |
| Strategic Investment Solutions, Inc. | 0.02% | Add +0.8% | 1,858 | $51K |
| LGT Financial Advisors LLC | 0.12% | Reduce -50.1% | 1,737 | $47K |
| Global Retirement Partners, LLC | 0.00% | Reduce -27.7% | 1,491 | $41K |
| WealthShield Partners, LLC | 0.01% | No change | 1,419 | $39K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -29.4% | 1,389 | $38K |
| Asset Dedication, LLC | 0.00% | No change | 1,292 | $35K |
| Fifth Third Bancorp | 0.00% | New | 1,230 | $34K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +1.5% | 1,139 | $31K |
| Angeles Wealth Management, LLC | 0.00% | Add +9.0% | 1,135 | $31K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -23.7% | 1,125 | $31K |
| WR Wealth Planners, LLC | 0.01% | Reduce -0.1% | 1,051 | $29K |
| Wells Fargo & Company | 0.00% | Add +17.2% | 905 | $25K |
| PSI Advisors, LLC | 0.01% | Add +20.1% | 622 | $17K |
| Wolff Wiese Magana LLC | 0.01% | Add +15.0% | 574 | $16K |
| SWAN Capital LLC | 0.01% | New | 519 | $14K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 506 | $14K |
| Bogart Wealth, LLC | 0.00% | Add +240.8% | 484 | $13K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -6.4% | 471 | $13K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 438 | $12K |
| Blue Trust, Inc. | 0.00% | Reduce -0.2% | 453 | $12K |
| Concord Wealth Partners | 0.00% | Add +60.9% | 412 | $11K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -6.1% | 372 | $10K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -35.3% | 359 | $10K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 316 | $9K |
| NorthRock Partners, LLC | 0.00% | No change | 302 | $8K |
| Delta Asset Management LLC | 0.00% | Reduce -15.7% | 289 | $8K |
| Abich Financial Wealth Management LLC | 0.02% | Reduce -82.0% | 284 | $8K |
| Capital Analysts, LLC | 0.00% | Add +653.1% | 241 | $7K |
| Creative Financial Designs Inc. | 0.00% | Reduce -94.2% | 250 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -0.4% | 224 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +100.0% | 200 | $5K |
| Archer Investment Corp | 0.00% | No change | 142 | $4K |
| CoreCap Advisors, LLC | 0.00% | Reduce -54.6% | 123 | $3K |
| Tucker Asset Management LLC | 0.00% | No change | 115 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 115 | $3K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | Add +3.7% | 111 | $3K |
| Blair William & Co. | 0.00% | Add +175.0% | 99 | $3K |
| Northwest Capital Management Inc | 0.00% | No change | 80 | $2K |
| Peterson Financial Group, Inc. | 0.01% | New | 72 | $2K |
| NFSG Corp | 0.00% | No change | 69 | $2K |
| Signaturefd, LLC | 0.00% | No change | 68 | $2K |
| Venturi Wealth Management, LLC | 0.00% | No change | 49 | $1K |
| Park Place Capital Corp | 0.00% | Reduce -91.1% | 42 | $1K |
| BNP Paribas Financial Markets | 0.00% | New | 20 | $547 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 10 | $274 |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 10 | $274 |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 3 | $82 |
| Aspire Private Capital, LLC | 0.00% | No change | 1 | $34 |
"% of holder's portfolio" is FALN's weight in each manager's 13F, not the share of iShares Fallen Angels ETF the manager owns.