iShares Fallen Angels ETFFALNETF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 271 institutions reported holding iShares Fallen Angels ETF (FALN) in their 13F filings, down 7 from Q1 2025. 26 opened new positions and 29 sold out. The largest holders were Bank of America Corp. ($162.7M), Morgan Stanley ($99.7M) and Municipal Employees' Retirement System of Michigan ($94.4M). One famous investor held it 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $147.6M |
| Exits | 29 | $29.7M |
All 13F filers, Q1 2025 → Q2 2025: 8,041,678 shares bought and 18,920,276 shares sold, net −10,878,598 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 271 holders
| Bank of America Corp. | 0.01% | Reduce -3.5% | 5,993,527 | $162.7M |
| Morgan Stanley | 0.01% | Add +30.4% | 3,674,079 | $99.7M |
| Municipal Employees' Retirement System of Michigan | 1.14% | New | 3,476,559 | $94.4M |
| State of Tennessee, Department of Treasury | 0.33% | Add +20.5% | 3,428,800 | $93.1M |
| Varma Mutual Pension Insurance Co | 0.40% | No change | 2,000,000 | $54.3M |
| Betterment LLC | 0.11% | Add +11.3% | 1,818,881 | $49.4M |
| LPL Financial LLC | 0.02% | Reduce -14.5% | 1,764,551 | $47.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -38.0% | 1,553,710 | $42.2M |
| Allworth Financial LP | 0.17% | Add +2.6% | 1,281,649 | $34.8M |
| ESL Trust Services, LLC | 6.24% | Reduce -0.2% | 1,126,108 | $30.6M |
| Alliancebernstein L.P. | 0.01% | No change | 1,040,030 | $28.2M |
| UBS Group AG | 0.01% | Reduce -18.4% | 879,742 | $23.9M |
| Ocean Park Asset Management, LLC | 0.76% | No change | 799,500 | $21.4M |
| BlackRock, Inc. | 0.00% | Reduce -16.8% | 779,221 | $21.1M |
| Potomac Fund Management Inc. | 1.12% | New | 722,012 | $19.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -67.1% | 679,932 | $18.5M |
| Novem Group | 1.97% | Add +6.5% | 572,052 | $15.5M |
| OneDigital Investment Advisors LLC | 0.17% | Reduce -39.1% | 547,937 | $14.9M |
| Creative Planning | 0.01% | Reduce -0.3% | 498,010 | $13.5M |
| Nomura Asset Management Co. Ltd. | 0.04% | Reduce -35.6% | 483,600 | $13.1M |
| Cetera Investment Advisers | 0.02% | Reduce -11.8% | 469,714 | $12.7M |
| MML Investors Services, LLC | 0.04% | Reduce -31.2% | 447,345 | $12.1M |
| Angeles Investment Advisors, LLC | 0.56% | Reduce -71.7% | 366,000 | $9.9M |
| Breakwater Capital Group | 1.54% | Add +0.2% | 348,772 | $9.5M |
| Toews Corp. | 1.37% | New | 347,100 | $9.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -22.6% | 339,361 | $9.2M |
| Baker Avenue Asset Management, LP | 0.25% | Add +49.2% | 323,024 | $8.8M |
| Country Trust Bank | 0.19% | No change | 306,000 | $8.3M |
| Cwm, LLC | 0.03% | Add +1.2% | 279,909 | $7.6M |
| Thrivent Financial for Lutherans | 0.02% | New | 279,751 | $7.6M |
| Osaic Holdings, Inc. | 0.01% | Add +8.7% | 269,416 | $7.3M |
| Private Advisor Group, LLC | 0.04% | Reduce -32.1% | 252,610 | $6.9M |
| Prepared Retirement Institute LLC | 3.95% | Add +3.7% | 246,709 | $6.7M |
| Scarborough Advisors, LLC | 1.31% | Add +14.4% | 244,253 | $6.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -19.5% | 230,349 | $6.3M |
| Asset Allocation Strategies LLC | 1.37% | Reduce -12.6% | 227,981 | $6.2M |
| Great Valley Advisor Group, Inc. | 0.13% | Add +14.6% | 222,190 | $6.0M |
| Trustmark Bank Trust Department | 0.41% | No change | 217,025 | $5.9M |
| World Investment Advisors | 0.13% | Add +117.6% | 214,404 | $5.8M |
| HF Advisory Group, LLC | 2.22% | Add +12.9% | 206,620 | $5.6M |
| Transamerica Financial Advisors, LLC | 0.48% | New | 187,751 | $5.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -50.0% | 184,953 | $5.0M |
| Capital Wealth Management, LLC | 1.77% | Add +3.7% | 174,798 | $4.7M |
| Petix & Botte Co | 1.11% | Add +17.5% | 167,204 | $4.5M |
| Independence Financial Advisors, LLC | 1.73% | Reduce -63.2% | 164,005 | $4.5M |
| Quadrature Capital Ltd | 0.08% | New | 163,947 | $4.5M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -22.3% | 162,094 | $4.4M |
| Continuum Wealth Advisors, LLC | 2.05% | Reduce -8.7% | 157,636 | $4.3M |
| Coastline Trust Co | 0.47% | Reduce -9.3% | 151,292 | $4.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -25.0% | 140,125 | $3.8M |
| Hershey Financial Advisers, LLC | 3.36% | — | 138,261 | $3.8M |
| Insight Wealth Partners, LLC | 2.02% | Add +4.3% | 134,016 | $3.6M |
| Royal Bank of Canada | 0.00% | Reduce -56.0% | 132,625 | $3.6M |
| Martin Worley Group | 1.76% | Add +12.3% | 132,404 | $3.6M |
| Old Mission Capital LLC | 0.09% | Add +116.5% | 130,334 | $3.5M |
| Kraematon Investment Advisors, Inc. | 3.32% | Add +1.6% | 129,653 | $3.5M |
| Invesco Ltd. | 0.00% | Reduce -13.3% | 128,609 | $3.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +78.2% | 128,267 | $3.5M |
| Ignite Planners, LLC | 0.61% | Add +7.1% | 128,772 | $3.5M |
| Diversify Wealth Management, LLC | 0.21% | Add +3.0% | 124,852 | $3.4M |
| Allianz Asset Management GmbH | 0.00% | No change | 124,200 | $3.4M |
| Glassy Mountain Advisors, Inc. | 1.06% | Add +1.2% | 121,633 | $3.3M |
| Jane Street Group, LLC | 0.01% | Reduce -78.9% | 120,607 | $3.3M |
| US Bancorp \de | 0.00% | Add +10.3% | 108,872 | $3.0M |
| Mather Group, Llc. | 0.03% | Reduce -99.0% | 103,235 | $2.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -5.3% | 101,443 | $2.8M |
| Cornerstone Planning Group LLC | 0.55% | Add +7.1% | 100,791 | $2.7M |
| Cerity Partners LLC | 0.00% | Reduce -8.0% | 98,367 | $2.7M |
| Renaissance Technologies | 0.00% | Add +433.4% | 97,084 | $2.6M |
| Manning & Napier Advisors LLC | 0.03% | Add +4.4% | 95,229 | $2.6M |
| Citigroup Inc. | 0.00% | Reduce -7.8% | 90,746 | $2.5M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -64.0% | 84,531 | $2.3M |
| First Citizens Bank & Trust Co. | 0.04% | Add +0.1% | 81,518 | $2.2M |
| AXS Investments LLC | 0.88% | New | 79,452 | $2.2M |
| Forte Asset Management LLC | 1.09% | Add +0.6% | 78,481 | $2.1M |
| Parcion Private Wealth LLC | 0.15% | Reduce -1.6% | 76,478 | $2.1M |
| Perigon Wealth Management, LLC | 0.05% | Add +7.4% | 74,826 | $2.0M |
| IFG Advisory, LLC | 0.10% | Add +3.1% | 74,795 | $2.0M |
| FOCUS Wealth Advisors, LLC | 1.04% | Add +0.9% | 73,753 | $2.0M |
| Novare Capital Management LLC | 0.16% | Add +4.2% | 73,749 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.7% | 70,541 | $1.9M |
| D L Carlson Investment Group Inc. | 0.34% | Reduce -17.2% | 68,701 | $1.9M |
| Impact Partnership Wealth, LLC | 0.34% | Reduce -28.9% | 68,426 | $1.9M |
| Mount Lucas Management LP | 0.88% | Add +0.7% | 67,806 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +102.6% | 65,320 | $1.8M |
| Marex Group Ltd | 0.03% | Add +748.6% | 65,139 | $1.8M |
| Fifth Third Securities, Inc. | 0.13% | Reduce -13.8% | 62,605 | $1.7M |
| Integrated Wealth Concepts LLC | 0.02% | Add +2.3% | 60,484 | $1.6M |
| Addison Capital Co | 0.55% | Add +8.1% | 58,665 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Add +303.8% | 54,798 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -27.1% | 52,455 | $1.4M |
| Wealth Advisory Solutions, LLC | 0.34% | Reduce -1.7% | 49,779 | $1.4M |
| Ausdal Financial Partners, Inc. | 0.09% | Reduce -0.1% | 49,455 | $1.3M |
| DDFG, Inc | 0.34% | Reduce -1.0% | 49,122 | $1.3M |
| M.E. Allison & Co., Inc. | 1.05% | Add +0.1% | 47,929 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Add +2.8% | 45,912 | $1.2M |
| Rialto Wealth Management, LLC | 0.35% | Reduce -6.5% | 45,571 | $1.2M |
| Sovran Advisors, LLC | 0.13% | Add +78.2% | 44,799 | $1.2M |
| Insight Advisors, LLC/ PA | 0.19% | Reduce -4.8% | 44,303 | $1.2M |
| AE Wealth Management LLC | 0.01% | Add +28.4% | 44,057 | $1.2M |
| Cumberland Partners Ltd | 0.08% | Reduce -28.8% | 43,300 | $1.2M |
| Farther Finance Advisors, LLC | 0.02% | Add +71.1% | 41,462 | $1.1M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +25.1% | 41,351 | $1.1M |
| Comerica Bank | 0.00% | Reduce -19.1% | 40,824 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -69.5% | 39,386 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.7% | 38,991 | $1.1M |
| TriaGen Wealth Management LLC | 0.30% | Add +5.0% | 36,481 | $990K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -16.5% | 35,094 | $950K |
| NewEdge Advisors, LLC | 0.00% | Add +137.1% | 34,859 | $946K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -20.4% | 34,011 | $923K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -4.0% | 33,830 | $918K |
| Principal Securities, Inc. | 0.02% | Reduce -32.3% | 33,635 | $913K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.1% | 33,619 | $912K |
| Seaview Investment Managers LLC | 0.19% | Add +13.6% | 33,305 | $904K |
| Mariner, LLC | 0.00% | Reduce -19.7% | 32,257 | $875K |
| Sierra Capital LLC | 0.10% | No change | 31,185 | $846K |
| Wealthfront Advisers LLC | 0.00% | Add +25.1% | 31,119 | $845K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -16.8% | 29,448 | $799K |
| Wilson & Boucher Capital Management, LLC | 0.54% | Reduce -7.1% | 28,700 | $779K |
| Valley Wealth Managers, Inc. | 0.06% | Add +5.9% | 28,399 | $771K |
| Exchange Bank | 0.61% | No change | 28,247 | $767K |
| Symphony Financial, Ltd. Co. | 0.10% | New | 28,063 | $759K |
| Stifel Financial Corp. | 0.00% | Reduce -45.6% | 27,781 | $754K |
| Client 1ST Advisory Group, LLC | 0.27% | Reduce -21.8% | 27,598 | $749K |
| Yoder Wealth Management, Inc. | 0.39% | No change | 27,546 | $748K |
| Equitable Holdings, Inc. | 0.01% | New | 27,472 | $746K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -2.9% | 27,185 | $738K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +12.9% | 27,085 | $735K |
| Brookstone Capital Management | 0.01% | Reduce -0.9% | 26,700 | $725K |
| Freedom Investment Management, Inc. | 0.06% | Add +0.3% | 26,171 | $710K |
| Western Financial Corp | 0.38% | Reduce -0.8% | 25,983 | $705K |
| Stratos Investment Management, LLC | 0.03% | New | 25,926 | $704K |
| Kingsview Wealth Management, LLC | 0.01% | Add +3.6% | 25,106 | $681K |
| LexAurum Advisors, LLC | 0.11% | Add +1.4% | 24,896 | $676K |
| L.K. Benson & Company, P.C. | 0.39% | Add +1.2% | 23,628 | $641K |
| Allie Family Office LLC | 0.31% | No change | 22,852 | $620K |
| Sunbelt Securities, Inc. | 0.05% | Add +444.9% | 22,568 | $603K |
| Ancora Advisors LLC | 0.01% | Add +3.8% | 20,086 | $545K |
| Aristides Capital LLC | 0.17% | No change | 19,658 | $534K |
| Lineweaver Wealth Advisors, LLC | 0.08% | Reduce -0.0% | 19,023 | $516K |
| Manchester Capital Management LLC | 0.07% | No change | 18,957 | $514K |
| St Germain D J Co. Inc. | 0.02% | Add +0.1% | 18,629 | $506K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Reduce -10.1% | 18,552 | $504K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.7% | 17,855 | $485K |
| First Citizens Asset Management, Inc. | 0.17% | Add +0.2% | 17,308 | $470K |
| Simplicity Wealth,LLC | 0.02% | Reduce -43.8% | 17,300 | $470K |
| Assetmark, Inc. | 0.00% | Reduce -2.5% | 17,172 | $466K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -1.0% | 16,830 | $457K |
| Navis Wealth Advisors, LLC | 0.38% | Reduce -3.2% | 16,677 | $453K |
| Altura Wealth Advisors Inc. | 0.25% | New | 16,547 | $449K |
| Independent Financial Group, LLC | 0.01% | Add +0.0% | 16,082 | $436K |
| IHT Wealth Management, LLC | 0.01% | Reduce -0.5% | 16,010 | $435K |
| Kaizen Financial Strategies | 0.21% | New | 15,222 | $413K |
| Baird Financial Group, Inc. | 0.00% | Reduce -72.5% | 15,011 | $407K |
| Beacon Financial Advisory LLC | 0.10% | Add +10.3% | 14,628 | $397K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -22.8% | 14,535 | $394K |
| Ascentis Independent Advisors | 0.07% | Add +1.1% | 14,469 | $393K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -9.5% | 14,351 | $389K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -17.2% | 14,316 | $389K |
| Infinity Wealth Counsel, LLC | 0.39% | Reduce -1.7% | 14,250 | $387K |
| PUREfi Wealth, LLC | 0.31% | New | 14,142 | $384K |
| Procyon Advisors, LLC | 0.04% | Reduce -97.6% | 13,853 | $376K |
| PAX Financial Group, LLC | 0.07% | Add +12.2% | 13,805 | $375K |
| Sigma Planning Corp | 0.01% | Reduce -0.1% | 13,519 | $367K |
| Two West Capital Advisors LLC | 0.24% | Reduce -30.0% | 13,283 | $360K |
| McDonald Partners LLC | 0.09% | Reduce -0.1% | 13,265 | $360K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 13,042 | $354K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +2.2% | 12,346 | $335K |
| Mission Wealth Management, LP | 0.01% | Reduce -18.2% | 11,536 | $313K |
| Liberty Square Wealth Partners LLC | 0.11% | No change | 11,373 | $309K |
| &partners | 0.00% | New | 11,363 | $308K |
| Advisory Services Network, LLC | 0.00% | Reduce -78.2% | 11,230 | $304K |
| Balanced Rock Investment Advisors LLC | 0.24% | Add +6.5% | 11,153 | $303K |
| Winebrenner Capital Management LLC | 0.24% | Add +5.7% | 11,148 | $303K |
| Reyes Financial Architecture, Inc. | 0.24% | No change | 10,361 | $281K |
| Arete Wealth Advisors, LLC | 0.02% | Add +2.1% | 10,160 | $276K |
| MMBG Investment Advisors Co. | 0.03% | New | 10,150 | $275K |
| Vontobel Holding Ltd. | 0.00% | Add +25.0% | 10,000 | $271K |
| Wedbush Securities Inc. | 0.01% | Add +1.5% | 9,985 | $271K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +15.4% | 9,973 | $271K |
| Money Concepts Capital Corp. | 0.02% | Add +1.9% | 9,951 | $270K |
| Parallel Advisors, LLC | 0.01% | No change | 9,914 | $269K |
| Root Financial Partners, LLC | 0.03% | New | 9,910 | $269K |
| Sequent Planning LLC | 0.08% | Reduce -12.9% | 9,675 | $263K |
| Visionary Horizons, LLC | 0.16% | Reduce -0.2% | 9,574 | $260K |
| Qube Research & Technologies Ltd | 0.00% | New | 9,403 | $255K |
| Corient Private Wealth LP | 0.00% | Reduce -14.6% | 9,377 | $254K |
| NTV Asset Management LLC | 0.03% | No change | 9,250 | $251K |
| Climber Capital SA | 0.16% | No change | 9,090 | $245K |
| HighTower Advisors, LLC | 0.00% | Reduce -16.7% | 8,886 | $241K |
| GeoWealth Management, LLC | 0.01% | Reduce -43.0% | 8,802 | $239K |
| Prospera Financial Services Inc | 0.00% | Reduce -5.5% | 8,802 | $239K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.6% | 8,777 | $238K |
| Bank of New Hampshire | 0.06% | Reduce -21.6% | 8,734 | $237K |
| GC Wealth Management RIA, LLC | 0.02% | Reduce -43.4% | 8,705 | $236K |
| Intergy Private Wealth, LLC | 0.08% | Reduce -6.7% | 8,661 | $235K |
| Spire Wealth Management | 0.01% | Reduce -8.3% | 8,362 | $227K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -3.9% | 8,030 | $218K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 8,000 | $217K |
| Mutual Advisors, LLC | 0.01% | Reduce -6.3% | 7,842 | $213K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -4.5% | 7,832 | $213K |
| Wealthcare Advisory Partners LLC | 0.00% | New | 7,628 | $207K |
| Saxony Capital Management, LLC | 0.16% | No change | 7,572 | $206K |
| Mascagni Wealth Management, Inc. | 0.17% | Reduce -19.0% | 7,507 | $204K |
| Oak Grove Capital LLC | 0.05% | No change | 7,500 | $204K |
| Bank of Montreal | 0.00% | Add +9.6% | 6,410 | $174K |
| FMR LLC | 0.00% | Reduce -15.8% | 5,514 | $150K |
| Banque Cantonale Vaudoise | 0.01% | No change | 5,024 | $136K |
| Orion Capital Management LLC | 0.05% | Add +158.7% | 5,000 | $136K |
| IFP Advisors, Inc | 0.00% | Add +18.6% | 4,801 | $130K |
| Twin City Private Wealth, LLC | 0.11% | Reduce -44.4% | 4,784 | $130K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -50.1% | 4,706 | $128K |
| Ameritas Advisory Services, LLC | 0.01% | New | 4,493 | $122K |
| Consultiva Wealth Management, Corp. | 0.33% | No change | 3,951 | $107K |
| NBT Bank, N.A. | 0.01% | No change | 3,621 | $98K |
| Strategic Investment Solutions, Inc. | 0.03% | Add +82.3% | 3,472 | $94K |
| Private Trust Co. NA | 0.01% | Add +41.0% | 3,101 | $84K |
| Harbour Investments, Inc. | 0.00% | Reduce -19.7% | 2,950 | $80K |
| Sound Income Strategies, LLC | 0.00% | Reduce -1.4% | 2,478 | $67K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -2.1% | 2,009 | $55K |
| Wells Fargo & Company | 0.00% | Add +419.1% | 1,552 | $42K |
| Truvestments Capital LLC | 0.01% | New | 1,412 | $38K |
| Asset Dedication, LLC | 0.00% | No change | 1,292 | $35K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.6% | 1,253 | $34K |
| Fifth Third Bancorp | 0.00% | Reduce -31.1% | 1,230 | $33K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 1,200 | $33K |
| WealthShield Partners, LLC | 0.00% | No change | 1,183 | $32K |
| Angeles Wealth Management, LLC | 0.00% | No change | 1,135 | $31K |
| Wolff Wiese Magana LLC | 0.02% | Add +86.9% | 1,125 | $31K |
| TD Waterhouse Canada Inc. | 0.00% | Add +15.3% | 827 | $22K |
| MAI Capital Management | 0.00% | No change | 812 | $22K |
| Golden State Wealth Management, LLC | 0.00% | Add +283.3% | 736 | $20K |
| Global Retirement Partners, LLC | 0.00% | — | 686 | $19K |
| CoreCap Advisors, LLC | 0.00% | Add +20.9% | 684 | $19K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -51.0% | 680 | $18K |
| FAS Wealth Partners, Inc. | 0.00% | Add +81.2% | 676 | $18K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 565 | $15K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +1.8% | 514 | $14K |
| Ameliora Wealth Management Ltd. | 0.00% | 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 |
| AdvisorNet Financial, Inc | 0.00% | No change | 373 | $10K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 359 | $10K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 336 | $9K |
| Delta Asset Management LLC | 0.00% | No change | 289 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.4% | 225 | $6K |
| Concord Wealth Partners | 0.00% | Reduce -58.6% | 224 | $6K |
| Archer Investment Corp | 0.00% | No change | 142 | $4K |
| Brooklyn Investment Group | 0.00% | New | 116 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 78 | $2K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 73 | $2K |
| NFSG Corp | 0.00% | No change | 69 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 56 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 54 | $1K |
| Signaturefd, LLC | 0.00% | Add +2.7% | 38 | $1K |
| BNP Paribas Financial Markets | 0.00% | Reduce -37.7% | 38 | $1K |
| Capital Analysts, LLC | 0.00% | New | 32 | $1K |
| Blair William & Co. | 0.00% | No change | 36 | $977 |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 31 | $841 |
| Rossby Financial, LCC | 0.00% | No change | 26 | $706 |
| Ameriflex Group, Inc. | 0.00% | No change | 25 | $673 |
| Transce3nd, LLC | 0.00% | Add +425.0% | 21 | $570 |
| Arax Advisory Partners | 0.00% | Reduce -85.6% | 14 | $380 |
| CENTRAL TRUST Co | 0.00% | New | 13 | $353 |
| Key Financial Inc | 0.00% | New | 12 | $326 |
| ORG Partners LLC | 0.00% | Reduce -100.0% | 12 | $324 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 10 | $272 |
| Retirement Wealth Solutions LLC | 0.00% | No change | 5 | $128 |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -99.2% | 2 | $54 |
| Kilter Group LLC | 0.00% | New | 1 | $28 |
"% of holder's portfolio" is FALN's weight in each manager's 13F, not the share of iShares Fallen Angels ETF the manager owns.