iShares Fallen Angels ETFFALNETF
13F holders, Q4 2024 (December 31)271holders −3
25new positions
40sold out
2famous investors
$26.72avg. 13F price*
At the end of Q4 2024, 271 institutions reported holding iShares Fallen Angels ETF (FALN) in their 13F filings, down 3 from Q3 2024. 25 opened new positions and 40 sold out. The largest holders were Mather Group, Llc. ($255.5M), Bank of America Corp. ($145.1M) and Morgan Stanley ($69.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Fallen Angels ETF
- CUSIP
- 46435G474
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $46.4M |
| Exits | 40 | $26.5M |
All 13F filers, Q3 2024 → Q4 2024: 4,954,806 shares bought and 2,602,539 shares sold, net +2,352,267 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 271 holders
| Mather Group, Llc. | 3.31% | Add +6.4% | 9,566,735 | $255.5M |
| Bank of America Corp. | 0.01% | Add +0.1% | 5,433,200 | $145.1M |
| Morgan Stanley | 0.00% | Reduce -2.6% | 2,616,611 | $69.9M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -5.2% | 2,157,566 | $57.6M |
| LPL Financial LLC | 0.02% | Add +3.3% | 1,984,243 | $53.0M |
| Ameriprise Financial Inc. | 0.01% | Add +30.6% | 1,592,730 | $42.5M |
| Nomura Asset Management Co. Ltd. | 0.11% | Add +70.8% | 1,421,084 | $38.0M |
| Angeles Investment Advisors, LLC | 1.66% | No change | 1,294,400 | $34.6M |
| Allworth Financial LP | 0.18% | Add +6.9% | 1,206,488 | $32.6M |
| Betterment LLC | 0.08% | Add +22.1% | 1,191,143 | $31.8M |
| ESL Trust Services, LLC | 6.64% | Add +0.0% | 1,115,496 | $29.8M |
| Alliancebernstein L.P. | 0.01% | No change | 1,040,030 | $27.8M |
| UBS Group AG | 0.01% | Add +16.6% | 979,828 | $26.2M |
| BlackRock, Inc. | 0.00% | Reduce -3.8% | 814,205 | $21.7M |
| Ocean Park Asset Management, LLC | 0.73% | No change | 799,500 | $21.4M |
| OneDigital Investment Advisors LLC | 0.24% | Add +28.4% | 773,706 | $20.7M |
| MML Investors Services, LLC | 0.06% | Add +40.8% | 601,719 | $16.1M |
| State of Tennessee, Department of Treasury | 0.06% | New | 583,680 | $15.6M |
| Procyon Advisors, LLC | 0.90% | Reduce -6.3% | 527,490 | $14.1M |
| Novem Group | 1.95% | — | 490,710 | $13.1M |
| Cetera Investment Advisers | 0.03% | Reduce -26.2% | 485,264 | $13.0M |
| Creative Planning | 0.01% | Reduce -1.2% | 477,552 | $12.8M |
| Executive Wealth Management, LLC | 0.71% | Add +4.6% | 338,800 | $9.0M |
| Breakwater Capital Group | 1.70% | Add +8.7% | 319,604 | $8.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +58.3% | 308,670 | $8.2M |
| Country Trust Bank | 0.20% | No change | 306,000 | $8.2M |
| Prepared Retirement Institute LLC | 4.27% | Add +7.6% | 280,121 | $7.5M |
| Asset Allocation Strategies LLC | 1.78% | Reduce -8.3% | 276,058 | $7.4M |
| Cwm, LLC | 0.03% | Add +5.5% | 273,792 | $7.3M |
| Osaic Holdings, Inc. | 0.02% | Add +11.6% | 268,026 | $7.2M |
| Stratos Wealth Partners, LTD. | 0.09% | New | 230,279 | $6.2M |
| Royal Bank of Canada | 0.00% | Reduce -1.5% | 227,994 | $6.1M |
| United Capital Financial Advisors, LLC | 0.05% | Add +8.2% | 227,264 | $6.1M |
| Trustmark Bank Trust Department | 0.43% | Reduce -0.1% | 218,010 | $5.8M |
| Scarborough Advisors, LLC | 0.76% | New | 201,896 | $5.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +5.1% | 190,350 | $5.1M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -13.6% | 186,735 | $5.0M |
| Diversify Wealth Management, LLC | 0.36% | Add +2.3% | 170,955 | $4.6M |
| Invesco Ltd. | 0.00% | New | 169,787 | $4.5M |
| Continuum Wealth Advisors, LLC | 2.29% | Add +4.0% | 169,433 | $4.5M |
| Great Valley Advisor Group, Inc. | 0.10% | Add +1.2% | 166,531 | $4.4M |
| HF Advisory Group, LLC | 2.02% | Add +3.5% | 164,657 | $4.4M |
| Raymond James Financial Inc. | 0.00% | — | 163,146 | $4.4M |
| Independent Advisor Alliance | 0.06% | New | 160,081 | $4.3M |
| Coastline Trust Co | 0.49% | Add +8.0% | 156,201 | $4.2M |
| Capital Wealth Management, LLC | 1.78% | Add +0.2% | 155,189 | $4.1M |
| World Investment Advisors | 0.11% | Add +82.6% | 150,524 | $4.0M |
| Bank of New York Mellon Corp | 0.00% | Add +25.4% | 142,668 | $3.8M |
| Dohj, LLC | 0.87% | Add +7.6% | 141,462 | $3.8M |
| Kraematon Investment Advisors, Inc. | 3.48% | Reduce -2.4% | 131,959 | $3.5M |
| Insight Wealth Partners, LLC | 2.08% | Add +14.6% | 123,213 | $3.3M |
| Glassy Mountain Advisors, Inc. | 1.09% | Add +9.9% | 119,736 | $3.2M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -3.7% | 114,308 | $3.1M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -3.7% | 114,308 | $3.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +2.7% | 114,008 | $3.0M |
| Baker Avenue Asset Management, LP | 0.09% | Reduce -48.6% | 112,003 | $3.0M |
| Cerity Partners LLC | 0.01% | Reduce -1.5% | 111,035 | $3.0M |
| Citigroup Inc. | 0.00% | Add +2.1% | 110,438 | $2.9M |
| Ignite Planners, LLC | 0.64% | Add +4.7% | 108,614 | $2.9M |
| Optivise Advisory Services LLC | 1.46% | Reduce -33.5% | 101,243 | $2.7M |
| Petix & Botte Co | 0.71% | New | 101,109 | $2.7M |
| Martin Worley Group | 1.66% | — | 99,183 | $2.6M |
| US Bancorp \de | 0.00% | Add +53.6% | 98,539 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -63.1% | 97,388 | $2.6M |
| Park Avenue Securities LLC | 0.03% | Reduce -10.0% | 96,346 | $2.6M |
| Impact Partnership Wealth, LLC | 0.51% | Add +7.4% | 94,179 | $2.5M |
| Cornerstone Planning Group LLC | 0.62% | Add +2.0% | 92,557 | $2.5M |
| Allianz Asset Management GmbH | 0.00% | New | 93,500 | $2.5M |
| Manning & Napier Advisors LLC | 0.03% | Reduce -15.4% | 91,653 | $2.4M |
| D L Carlson Investment Group Inc. | 0.41% | Add +1.7% | 85,748 | $2.3M |
| US Financial Advisors, LLC | 0.65% | Add +0.2% | 79,724 | $2.1M |
| Forte Asset Management LLC | 1.11% | No change | 78,000 | $2.1M |
| Virtue Capital Management, LLC | 0.40% | Add +6.7% | 74,942 | $2.0M |
| First Citizens Bank & Trust Co. | 0.04% | Add +39.8% | 73,795 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +149.8% | 73,468 | $2.0M |
| Wbi Investments, LLC | 0.48% | Reduce -43.0% | 71,527 | $1.9M |
| Parcion Private Wealth LLC | 0.15% | Add +24.9% | 71,198 | $1.9M |
| IFG Advisory, LLC | 0.11% | Add +187.3% | 70,318 | $1.9M |
| Fifth Third Securities, Inc. | 0.16% | Add +0.5% | 69,209 | $1.8M |
| Perigon Wealth Management, LLC | 0.05% | Add +1.1% | 68,451 | $1.8M |
| Mount Lucas Management LP | 0.63% | Add +3.3% | 68,023 | $1.8M |
| FOCUS Wealth Advisors, LLC | 0.96% | Add +0.8% | 67,698 | $1.8M |
| Novare Capital Management LLC | 0.14% | Reduce -5.5% | 64,324 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | Add +2.3% | 57,239 | $1.5M |
| Wealth Advisory Solutions, LLC | 0.41% | Add +8.2% | 54,808 | $1.5M |
| Citadel Advisors | 0.00% | New | 54,752 | $1.5M |
| Addison Capital Co | 0.54% | Add +10.1% | 50,401 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -72.9% | 49,817 | $1.3M |
| Rialto Wealth Management, LLC | 0.43% | — | 48,815 | $1.3M |
| Asset Allocation & Management Company, LLC | 0.70% | Add +23.6% | 48,200 | $1.3M |
| M.E. Allison & Co., Inc. | 1.37% | — | 46,695 | $1.2M |
| Comerica Bank | 0.01% | Add +28.6% | 46,608 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +167.0% | 45,743 | $1.2M |
| Cumberland Partners Ltd | 0.08% | Add +34.5% | 45,200 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.10% | Reduce -11.9% | 44,976 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +14.1% | 44,571 | $1.2M |
| Insight Advisors, LLC/ PA | 0.20% | Add +2.2% | 44,551 | $1.2M |
| Strategic Financial Concepts, LLC | 0.23% | New | 44,195 | $1.2M |
| Iams Wealth Management, LLC | 0.53% | Add +6.3% | 43,229 | $1.2M |
| Principal Securities, Inc. | 0.03% | Add +1.3% | 41,515 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +16.9% | 41,475 | $1.1M |
| DDFG, Inc | 0.31% | Reduce -11.4% | 39,642 | $1.1M |
| Geneos Wealth Management Inc. | 0.04% | Add +35.5% | 39,066 | $1.0M |
| Stifel Financial Corp. | 0.00% | Reduce -12.3% | 38,282 | $1.0M |
| Wealthfront Advisers LLC | 0.00% | Add +19.6% | 37,746 | $1.0M |
| D.A. Davidson & Co. | 0.01% | Add +5.6% | 37,660 | $1.0M |
| AE Wealth Management LLC | 0.01% | Add +3.4% | 36,773 | $982K |
| ORG Partners LLC | 0.13% | Add +163.3% | 36,446 | $973K |
| Client 1ST Advisory Group, LLC | 0.37% | Reduce -15.6% | 35,608 | $951K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.14% | Add +20.6% | 34,901 | $932K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -12.6% | 33,623 | $898K |
| Wilson & Boucher Capital Management, LLC | 0.63% | Add +3.1% | 33,400 | $892K |
| Valley Wealth Managers, Inc. | 0.06% | Add +6.3% | 31,827 | $850K |
| Sierra Capital LLC | 0.10% | No change | 31,185 | $833K |
| Oppenheimer & Co. Inc. | 0.01% | New | 30,656 | $819K |
| TriaGen Wealth Management LLC | 0.27% | Add +0.9% | 30,510 | $815K |
| Freedom Investment Management, Inc. | 0.07% | Reduce -2.8% | 30,012 | $802K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +40.7% | 29,049 | $776K |
| Exchange Bank | 0.61% | No change | 28,247 | $754K |
| Western Financial Corp | 0.41% | Add +8.8% | 28,043 | $749K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.5% | 27,973 | $747K |
| Yoder Wealth Management, Inc. | 0.41% | Add +26.6% | 27,946 | $746K |
| Symphony Financial, Ltd. Co. | 0.12% | Add +8.1% | 27,290 | $738K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -47.4% | 27,605 | $737K |
| Kingsview Wealth Management, LLC | 0.01% | Add +34.5% | 26,539 | $709K |
| Bright Futures Wealth Management, LLC. | 0.63% | Add +10.2% | 25,670 | $695K |
| Brookstone Capital Management | 0.01% | Reduce -1.4% | 25,676 | $686K |
| Renaissance Technologies | 0.00% | Reduce -70.6% | 25,383 | $678K |
| Mariner, LLC | 0.00% | Add +52.8% | 24,685 | $659K |
| LexAurum Advisors, LLC | 0.13% | Reduce -0.0% | 24,438 | $653K |
| L.K. Benson & Company, P.C. | 0.44% | — | 23,194 | $620K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -14.3% | 22,568 | $603K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -12.0% | 22,513 | $601K |
| St Germain D J Co. Inc. | 0.03% | Reduce -2.6% | 22,504 | $601K |
| Lineweaver Wealth Advisors, LLC | 0.11% | Add +0.0% | 22,364 | $597K |
| Concourse Financial Group Securities, Inc. | 0.03% | Reduce -11.4% | 21,221 | $573K |
| Aristides Capital LLC | 0.16% | Add +128.1% | 19,658 | $525K |
| Mutual Advisors, LLC | 0.02% | Reduce -3.0% | 19,458 | $525K |
| Ancora Advisors LLC | 0.01% | No change | 19,343 | $517K |
| Manchester Capital Management LLC | 0.06% | No change | 18,957 | $506K |
| Assetmark, Inc. | 0.00% | Reduce -87.9% | 18,820 | $503K |
| Two West Capital Advisors LLC | 0.43% | Add +95.9% | 18,568 | $496K |
| Sigma Planning Corp | 0.02% | Reduce -14.3% | 18,499 | $494K |
| Sanctuary Advisors, LLC | 0.00% | Add +118.5% | 18,028 | $489K |
| Aveo Capital Partners, LLC | 0.05% | Reduce -3.5% | 18,051 | $482K |
| First Citizens Asset Management, Inc. | 0.17% | Reduce -7.5% | 17,904 | $478K |
| Avantax Advisory Services, Inc. | 0.00% | Add +16.4% | 17,620 | $471K |
| Navis Wealth Advisors, LLC | 0.50% | Add +0.9% | 17,161 | $458K |
| Sovran Advisors, LLC | 0.06% | — | 16,220 | $432K |
| Independent Financial Group, LLC | 0.01% | Add +0.1% | 16,039 | $428K |
| IHT Wealth Management, LLC | 0.01% | Reduce -52.2% | 14,867 | $397K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -4.6% | 14,574 | $389K |
| Infinity Wealth Counsel, LLC | 0.41% | — | 14,500 | $387K |
| Farther Finance Advisors, LLC | 0.01% | Add +63.6% | 14,262 | $381K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 14,179 | $379K |
| Advisory Services Network, LLC | 0.01% | Reduce -2.6% | 14,108 | $377K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -7.1% | 13,906 | $371K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +2.1% | 13,340 | $356K |
| Ascentis Independent Advisors | 0.07% | Add +15.7% | 13,269 | $354K |
| NewEdge Advisors, LLC | 0.00% | Add +35.3% | 12,975 | $347K |
| Financial Advocates Investment Management | 0.02% | Reduce -1.2% | 12,923 | $345K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -48.5% | 12,056 | $322K |
| McDonald Partners LLC | 0.08% | No change | 12,008 | $321K |
| First Horizon Advisors, Inc. | 0.01% | Add +21.2% | 11,998 | $320K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +34.9% | 11,606 | $310K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -64.4% | 11,580 | $309K |
| Liberty Square Wealth Partners LLC | 0.11% | — | 11,373 | $307K |
| Arete Wealth Advisors, LLC | 0.02% | Add +31.7% | 11,260 | $301K |
| Sequent Planning LLC | 0.11% | Add +5.0% | 11,233 | $300K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -83.8% | 11,078 | $296K |
| Winebrenner Capital Management LLC | 0.22% | — | 10,536 | $281K |
| PFG Investments, LLC | 0.02% | Reduce -24.0% | 10,473 | $280K |
| Reyes Financial Architecture, Inc. | 0.22% | — | 10,361 | $277K |
| Balanced Rock Investment Advisors LLC | 0.22% | Add +10.4% | 10,316 | $276K |
| Money Concepts Capital Corp. | 0.02% | Add +9.3% | 10,145 | $271K |
| Wedbush Securities Inc. | 0.01% | Reduce -5.1% | 9,911 | $265K |
| Parallel Advisors, LLC | 0.01% | No change | 9,914 | $265K |
| PAX Financial Group, LLC | 0.05% | Add +2.4% | 9,859 | $263K |
| Corient Private Wealth LP | 0.00% | Add +3.2% | 9,836 | $263K |
| Compound Planning, Inc. | 0.01% | Add +7.5% | 9,835 | $263K |
| Detalus Advisors, LLC | 0.09% | Add +23.4% | 9,831 | $263K |
| AlphaCentric Advisors LLC | 0.25% | Add +6.6% | 9,443 | $252K |
| Prospera Financial Services Inc | 0.01% | Add +5.8% | 9,399 | $251K |
| Mascagni Wealth Management, Inc. | 0.25% | — | 9,273 | $248K |
| NTV Asset Management LLC | 0.03% | Reduce -24.5% | 9,250 | $247K |
| Worth Financial Advisory Group, LLC | 0.15% | Reduce -1.4% | 9,130 | $244K |
| Allie Family Office LLC | 0.14% | No change | 9,122 | $244K |
| Climber Capital SA | 0.20% | — | 9,090 | $243K |
| Intergy Private Wealth, LLC | 0.09% | Add +3.7% | 9,059 | $242K |
| Aldebaran Financial Inc. | 0.28% | New | 8,951 | $239K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -4.8% | 8,899 | $238K |
| Beacon Financial Advisory LLC | 0.08% | New | 8,767 | $234K |
| Bank of New Hampshire | 0.06% | No change | 8,749 | $234K |
| Copperleaf Capital, LLC | 0.14% | New | 8,555 | $229K |
| Harbour Investments, Inc. | 0.01% | Reduce -16.1% | 8,535 | $228K |
| Wrapmanager Inc. | 0.06% | New | 8,511 | $227K |
| Goldman Sachs Group Inc. | 0.00% | Add +1.7% | 8,376 | $224K |
| Townsquare Capital LLC | 0.00% | Reduce -50.6% | 8,280 | $221K |
| HighTower Advisors, LLC | 0.00% | Reduce -79.3% | 8,058 | $215K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -60.0% | 8,000 | $214K |
| Vontobel Holding Ltd. | 0.00% | Reduce -52.9% | 8,000 | $214K |
| Arkadios Wealth Advisors | 0.01% | Reduce -38.2% | 7,751 | $207K |
| Twin City Private Wealth, LLC | 0.18% | Reduce -20.9% | 7,652 | $204K |
| Cornerstone Wealth Management, LLC | 0.01% | New | 7,635 | $204K |
| Saxony Capital Management, LLC | 0.18% | Reduce -0.7% | 7,572 | $202K |
| Oak Grove Capital LLC | 0.04% | New | 7,500 | $200K |
| Spire Wealth Management | 0.00% | Reduce -12.7% | 5,365 | $143K |
| Continuum Advisory, LLC | 0.02% | No change | 5,240 | $140K |
| FMR LLC | 0.00% | Reduce -28.9% | 4,893 | $131K |
| IFP Advisors, Inc | 0.00% | Reduce -0.0% | 4,048 | $108K |
| Bank of Montreal | 0.00% | No change | 4,000 | $107K |
| Consultiva Wealth Management, Corp. | 0.53% | No change | 3,951 | $106K |
| NBT Bank, N.A. | 0.01% | Reduce -8.7% | 3,621 | $97K |
| Orion Capital Management LLC | 0.03% | New | 2,770 | $74K |
| Coppell Advisory Solutions LLC | 0.01% | Reduce -67.7% | 2,596 | $69K |
| Sound Income Strategies, LLC | 0.00% | Add +1.1% | 2,446 | $65K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | Add +1.8% | 2,329 | $62K |
| Private Trust Co. NA | 0.01% | Reduce -11.2% | 2,200 | $59K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,994 | $53K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +62.9% | 1,855 | $50K |
| Strategic Investment Solutions, Inc. | 0.01% | Reduce -19.2% | 1,501 | $40K |
| Founders Financial Alliance, LLC | 0.01% | No change | 1,389 | $37K |
| Asset Dedication, LLC | 0.00% | No change | 1,292 | $35K |
| WealthShield Partners, LLC | 0.00% | Reduce -11.6% | 1,255 | $34K |
| Fifth Third Bancorp | 0.00% | No change | 1,230 | $33K |
| Aptus Capital Advisors, LLC | 0.00% | Add +8.5% | 1,221 | $33K |
| Angeles Wealth Management, LLC | 0.00% | No change | 1,135 | $30K |
| Tompkins Financial Corp. | 0.00% | New | 950 | $25K |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 904 | $24K |
| WR Wealth Planners, LLC | 0.01% | Reduce -15.8% | 885 | $24K |
| MAI Capital Management | 0.00% | New | 812 | $22K |
| Global Retirement Partners, LLC | 0.00% | Reduce -52.0% | 716 | $19K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +193.8% | 658 | $18K |
| Concord Wealth Partners | 0.00% | Add +52.9% | 630 | $17K |
| Wolff Wiese Magana LLC | 0.01% | Add +3.1% | 592 | $16K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 506 | $14K |
| Bogart Wealth, LLC | 0.00% | No change | 484 | $13K |
| Blue Trust, Inc. | 0.00% | No change | 453 | $12K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 438 | $12K |
| TD Waterhouse Canada Inc. | 0.00% | Add +271.3% | 427 | $11K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -20.8% | 373 | $10K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -0.8% | 369 | $10K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 359 | $10K |
| Rosenberg Matthew Hamilton | 0.00% | Add +6.3% | 336 | $9K |
| NorthRock Partners, LLC | 0.00% | No change | 302 | $8K |
| Delta Asset Management LLC | 0.00% | No change | 289 | $8K |
| Golden State Wealth Management, LLC | 0.00% | — | 190 | $5K |
| Archer Investment Corp | 0.00% | No change | 142 | $4K |
| Transce3nd, LLC | 0.00% | — | 125 | $3K |
| CoreCap Advisors, LLC | 0.00% | No change | 123 | $3K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | Add +1.8% | 113 | $3K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 75 | $2K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 73 | $2K |
| NFSG Corp | 0.00% | No change | 69 | $2K |
| GeoWealth Management, LLC | 0.00% | Reduce -100.0% | 60 | $2K |
| Tucker Asset Management LLC | 0.00% | Reduce -49.6% | 58 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 57 | $2K |
| Venturi Wealth Management, LLC | 0.00% | No change | 49 | $1K |
| Park Place Capital Corp | 0.00% | No change | 42 | $1K |
| Capital Analysts, LLC | 0.00% | Reduce -86.7% | 32 | $1K |
| Signaturefd, LLC | 0.00% | Reduce -45.6% | 37 | $988 |
| Blair William & Co. | 0.00% | Reduce -63.6% | 36 | $962 |
| New Millennium Group LLC | 0.00% | New | 33 | $881 |
| Creative Financial Designs Inc. | 0.00% | Reduce -88.0% | 30 | $801 |
| Arax Advisory Partners | 0.00% | New | 25 | $668 |
| Ameriflex Group, Inc. | 0.00% | — | 24 | $657 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 10 | $268 |
| Retirement Wealth Solutions LLC | 0.00% | — | 5 | $123 |
| BNP Paribas Financial Markets | 0.00% | Reduce -85.0% | 3 | $80 |
| Endeavor Private Wealth, Inc. | 0.00% | — | 3 | $71 |
| Synergy Asset Management, LLC | 0.00% | New | 1 | $18 |
"% of holder's portfolio" is FALN's weight in each manager's 13F, not the share of iShares Fallen Angels ETF the manager owns.