iShares Fallen Angels ETFFALNETF
13F holders, Q3 2025 (September 30)269holders −2
25new positions
27sold out
2famous investors
$27.78avg. 13F price*
At the end of Q3 2025, 269 institutions reported holding iShares Fallen Angels ETF (FALN) in their 13F filings, down 2 from Q2 2025. 25 opened new positions and 27 sold out. The largest holders were Bank of America Corp. ($191.1M), Morgan Stanley ($129.0M) and Municipal Employees' Retirement System of Michigan ($96.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Fallen Angels ETF
- CUSIP
- 46435G474
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $32.6M |
| Exits | 27 | $38.3M |
All 13F filers, Q2 2025 → Q3 2025: 6,939,351 shares bought and 6,679,426 shares sold, net +259,925 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 269 holders
| Bank of America Corp. | 0.01% | Add +14.8% | 6,877,280 | $191.1M |
| Morgan Stanley | 0.01% | Add +26.4% | 4,644,155 | $129.0M |
| Municipal Employees' Retirement System of Michigan | 1.12% | No change | 3,476,559 | $96.6M |
| State of Tennessee, Department of Treasury | 0.24% | Reduce -25.7% | 2,546,500 | $70.7M |
| Varma Mutual Pension Insurance Co | 0.36% | No change | 2,000,000 | $55.6M |
| LPL Financial LLC | 0.01% | Reduce -11.0% | 1,570,656 | $43.6M |
| Allworth Financial LP | 0.16% | Add +4.0% | 1,332,768 | $37.0M |
| JPMorgan Chase & Co. | 0.00% | Add +2741.1% | 1,304,419 | $36.2M |
| Ocean Park Asset Management, LLC | 1.30% | Add +41.7% | 1,133,100 | $31.5M |
| Betterment LLC | 0.06% | Reduce -37.8% | 1,131,975 | $31.4M |
| ESL Trust Services, LLC | 6.10% | Reduce -0.7% | 1,118,161 | $31.1M |
| Invesco Ltd. | 0.00% | Add +722.5% | 1,057,850 | $29.4M |
| Alliancebernstein L.P. | 0.01% | No change | 1,040,030 | $28.9M |
| Potomac Fund Management Inc. | 0.95% | Add +11.6% | 805,526 | $22.4M |
| BlackRock, Inc. | 0.00% | Reduce -6.3% | 730,071 | $20.3M |
| Nomura Asset Management Co. Ltd. | 0.05% | Add +32.7% | 641,700 | $17.8M |
| Novem Group | 1.99% | Add +4.9% | 599,929 | $16.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -15.4% | 575,431 | $16.0M |
| UBS Group AG | 0.00% | Reduce -34.7% | 574,447 | $16.0M |
| Toews Corp. | 2.19% | Add +58.8% | 551,100 | $15.3M |
| Creative Planning | 0.01% | Add +2.0% | 507,785 | $14.1M |
| Independence Financial Advisors, LLC | 3.82% | Add +175.1% | 451,249 | $12.5M |
| Breakwater Capital Group | 1.49% | Add +4.1% | 363,090 | $10.1M |
| Gimbal Financial | 5.07% | New | 303,893 | $8.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -12.8% | 295,858 | $8.2M |
| Osaic Holdings, Inc. | 0.01% | Add +4.8% | 282,397 | $7.8M |
| Prepared Retirement Institute LLC | 3.91% | Add +9.4% | 269,964 | $7.5M |
| World Investment Advisors | 0.15% | Add +25.5% | 269,092 | $7.5M |
| OneDigital Investment Advisors LLC | 0.08% | Reduce -51.5% | 265,571 | $7.4M |
| Scarborough Advisors, LLC | 1.27% | Add +5.9% | 258,683 | $7.2M |
| Cwm, LLC | 0.02% | Reduce -8.8% | 255,178 | $7.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -83.8% | 251,987 | $7.0M |
| Private Advisor Group, LLC | 0.03% | Reduce -2.8% | 245,575 | $6.8M |
| Cetera Investment Advisers | 0.01% | Reduce -49.0% | 239,423 | $6.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.5% | 226,970 | $6.3M |
| Great Valley Advisor Group, Inc. | 0.13% | Add +1.8% | 226,123 | $6.3M |
| HF Advisory Group, LLC | 2.29% | Add +8.8% | 224,703 | $6.2M |
| Trustmark Bank Trust Department | 0.39% | Reduce -0.5% | 216,016 | $6.0M |
| Baker Avenue Asset Management, LP | 0.13% | Reduce -39.5% | 195,435 | $5.4M |
| Petix & Botte Co | 1.22% | Add +13.6% | 189,919 | $5.3M |
| Transamerica Financial Advisors, LLC | 0.44% | Add +0.7% | 188,984 | $5.2M |
| Asset Allocation Strategies LLC | 1.02% | Reduce -18.8% | 185,041 | $5.1M |
| Capital Wealth Management, LLC | 1.69% | Reduce -0.1% | 174,627 | $4.9M |
| Country Trust Bank | 0.10% | Reduce -44.4% | 170,000 | $4.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -13.7% | 159,592 | $4.4M |
| Insight Wealth Partners, LLC | 1.91% | Add +16.3% | 155,856 | $4.3M |
| Coastline Trust Co | 0.46% | Add +1.0% | 152,858 | $4.2M |
| Continuum Wealth Advisors, LLC | 1.81% | Reduce -3.0% | 152,855 | $4.2M |
| Sequoia Financial Advisors, LLC | 0.03% | New | 151,389 | $4.2M |
| Royal Bank of Canada | 0.00% | Add +10.1% | 145,989 | $4.1M |
| Synergy Asset Management, LLC | 0.14% | New | 139,716 | $3.9M |
| Ashford Capital Management Inc. | 0.43% | New | 138,793 | $3.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +5.3% | 135,049 | $3.8M |
| Diversify Wealth Management, LLC | 0.21% | Add +4.3% | 130,239 | $3.6M |
| Kraematon Investment Advisors, Inc. | 2.99% | Reduce -2.8% | 125,988 | $3.5M |
| Impact Partnership Wealth, LLC | 0.52% | Add +83.0% | 125,249 | $3.5M |
| Allianz Asset Management GmbH | 0.00% | No change | 124,200 | $3.5M |
| Ignite Planners, LLC | 0.56% | Reduce -4.1% | 123,502 | $3.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -23.9% | 123,274 | $3.4M |
| US Bancorp \de | 0.00% | Add +4.5% | 113,715 | $3.2M |
| Glassy Mountain Advisors, Inc. | 0.93% | Reduce -9.0% | 110,632 | $3.1M |
| Marex Group Ltd | 0.04% | Add +69.3% | 110,280 | $3.1M |
| MML Investors Services, LLC | 0.01% | Reduce -75.4% | 110,090 | $3.1M |
| Cornerstone Planning Group LLC | 0.45% | Add +0.5% | 101,248 | $2.8M |
| NorthRock Partners, LLC | 0.05% | New | 98,288 | $2.7M |
| AE Wealth Management LLC | 0.02% | Add +121.4% | 97,524 | $2.7M |
| Cerity Partners LLC | 0.00% | Reduce -3.1% | 95,347 | $2.6M |
| Manning & Napier Advisors LLC | 0.03% | Reduce -2.2% | 93,133 | $2.6M |
| Mather Group, Llc. | 0.03% | Reduce -10.9% | 91,933 | $2.6M |
| Parcion Private Wealth LLC | 0.15% | Add +14.2% | 87,306 | $2.4M |
| First Citizens Bank & Trust Co. | 0.05% | Add +6.8% | 87,024 | $2.4M |
| Citigroup Inc. | 0.00% | Reduce -4.2% | 86,920 | $2.4M |
| Perigon Wealth Management, LLC | 0.05% | Add +13.4% | 84,830 | $2.4M |
| D L Carlson Investment Group Inc. | 0.38% | Add +17.3% | 80,595 | $2.2M |
| Forte Asset Management LLC | 1.05% | No change | 78,481 | $2.2M |
| Novare Capital Management LLC | 0.17% | Add +6.1% | 78,279 | $2.2M |
| Ashton Thomas Securities, LLC | 0.30% | New | 78,052 | $2.2M |
| IFG Advisory, LLC | 0.10% | Add +2.0% | 76,273 | $2.1M |
| FOCUS Wealth Advisors, LLC | 0.99% | Add +0.7% | 74,261 | $2.1M |
| Addison Capital Co | 0.58% | Add +19.6% | 70,178 | $1.9M |
| Mount Lucas Management LP | 0.88% | Add +3.1% | 69,897 | $1.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.1% | 65,520 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -0.3% | 65,123 | $1.8M |
| Integrated Wealth Concepts LLC | 0.02% | Add +7.2% | 64,840 | $1.8M |
| Outlook Wealth Advisors, LLC | 0.44% | New | 63,465 | $1.8M |
| Fifth Third Securities, Inc. | 0.12% | Reduce -1.2% | 61,858 | $1.7M |
| Renaissance Technologies | 0.00% | Reduce -36.3% | 61,800 | $1.7M |
| Sovran Advisors, LLC | 0.15% | Add +35.9% | 60,892 | $1.7M |
| AXS Investments LLC | 0.50% | Reduce -28.3% | 56,942 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.07% | Add +4.8% | 51,823 | $1.4M |
| Wealth Advisory Solutions, LLC | 0.34% | Add +1.1% | 50,318 | $1.4M |
| DDFG, Inc | 0.32% | Add +1.6% | 49,897 | $1.4M |
| M.E. Allison & Co., Inc. | 0.93% | Add +0.1% | 47,966 | $1.3M |
| Rialto Wealth Management, LLC | 0.33% | No change | 45,571 | $1.3M |
| Insight Advisors, LLC/ PA | 0.19% | Add +0.3% | 44,432 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -15.3% | 44,431 | $1.2M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +3.5% | 42,777 | $1.2M |
| Farther Finance Advisors, LLC | 0.02% | Add +1.4% | 42,020 | $1.2M |
| Centurion Wealth Management LLC | 0.26% | New | 41,489 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Add +4.1% | 40,588 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -60.5% | 40,052 | $1.1M |
| Comerica Bank | 0.00% | Reduce -3.7% | 39,306 | $1.1M |
| Wealthfront Advisers LLC | 0.00% | Add +20.3% | 37,441 | $1.0M |
| Cumberland Partners Ltd | 0.07% | Reduce -14.3% | 37,100 | $1.0M |
| NewEdge Advisors, LLC | 0.00% | Add +5.2% | 36,664 | $1.0M |
| Blair William & Co. | 0.00% | Add +99283.3% | 35,778 | $994K |
| Principal Securities, Inc. | 0.02% | Add +1.5% | 34,128 | $948K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.4% | 34,249 | $947K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -0.2% | 33,956 | $943K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.8% | 33,343 | $926K |
| Mariner, LLC | 0.00% | Add +0.8% | 32,506 | $903K |
| TriaGen Wealth Management LLC | 0.23% | Reduce -11.2% | 32,397 | $900K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -5.5% | 31,959 | $888K |
| Kingsview Wealth Management, LLC | 0.01% | Add +25.3% | 31,467 | $874K |
| Sierra Capital LLC | 0.10% | No change | 31,185 | $866K |
| Seaview Investment Managers LLC | 0.31% | Reduce -10.6% | 29,767 | $827K |
| Valley Wealth Managers, Inc. | 0.05% | Add +2.8% | 29,197 | $811K |
| Stifel Financial Corp. | 0.00% | Add +4.2% | 28,941 | $804K |
| Stratos Investment Management, LLC | 0.03% | Add +8.1% | 28,031 | $779K |
| Brookstone Capital Management | 0.01% | Add +4.9% | 27,999 | $778K |
| Symphony Financial, Ltd. Co. | 0.09% | Reduce -0.2% | 28,017 | $777K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.5% | 27,816 | $773K |
| Wilson & Boucher Capital Management, LLC | 0.51% | Reduce -3.5% | 27,700 | $770K |
| Yoder Wealth Management, Inc. | 0.36% | Add +0.4% | 27,646 | $768K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +1.7% | 27,547 | $765K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +0.4% | 27,296 | $758K |
| Signal Advisors Wealth, LLC | 0.07% | New | 26,992 | $750K |
| Client 1ST Advisory Group, LLC | 0.25% | Reduce -3.5% | 26,624 | $740K |
| Bright Futures Wealth Management, LLC. | 0.58% | — | 26,614 | $739K |
| Exchange Bank | 0.51% | Reduce -6.6% | 26,390 | $733K |
| Equitable Holdings, Inc. | 0.01% | Reduce -6.1% | 25,802 | $717K |
| Western Financial Corp | 0.31% | Reduce -1.4% | 25,633 | $712K |
| LexAurum Advisors, LLC | 0.10% | Add +2.9% | 25,612 | $711K |
| Citadel Advisors | 0.00% | New | 24,983 | $694K |
| Allie Family Office LLC | 0.30% | No change | 22,852 | $635K |
| Sanctuary Advisors, LLC | 0.00% | Add +44.0% | 20,616 | $573K |
| L.K. Benson & Company, P.C. | 0.30% | Reduce -14.9% | 20,103 | $558K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Add +7.9% | 20,023 | $556K |
| Ancora Advisors LLC | 0.01% | Reduce -0.8% | 19,933 | $554K |
| Aristides Capital LLC | 0.16% | No change | 19,658 | $546K |
| IHT Wealth Management, LLC | 0.01% | Add +22.1% | 19,542 | $543K |
| Assetmark, Inc. | 0.00% | Add +13.4% | 19,478 | $541K |
| First Citizens Asset Management, Inc. | 0.19% | Add +11.6% | 19,309 | $536K |
| St Germain D J Co. Inc. | 0.02% | Add +1.6% | 18,937 | $526K |
| Manchester Capital Management LLC | 0.07% | Reduce -6.3% | 17,757 | $493K |
| Lineweaver Wealth Advisors, LLC | 0.07% | Reduce -8.9% | 17,324 | $481K |
| Navis Wealth Advisors, LLC | 0.35% | Add +1.5% | 16,932 | $470K |
| Journey Strategic Wealth LLC | 0.01% | New | 16,844 | $468K |
| Snowden Capital Advisors LLC | 0.01% | No change | 16,830 | $468K |
| Altura Wealth Advisors Inc. | 0.22% | No change | 16,547 | $460K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +114.3% | 16,348 | $454K |
| First Citizens Investor Services, Inc. | 0.17% | — | 16,296 | $453K |
| Independent Financial Group, LLC | 0.01% | Add +0.0% | 16,088 | $447K |
| Beacon Financial Advisory LLC | 0.10% | Add +8.5% | 15,874 | $441K |
| Simplicity Wealth,LLC | 0.03% | Reduce -8.4% | 15,850 | $440K |
| Kaizen Financial Strategies | 0.19% | Add +0.6% | 15,319 | $418K |
| Ascentis Independent Advisors | 0.07% | Add +3.9% | 15,026 | $417K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.2% | 14,978 | $416K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -72.8% | 14,911 | $414K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -1.9% | 14,081 | $391K |
| PAX Financial Group, LLC | 0.07% | Reduce -0.7% | 13,705 | $381K |
| Infinity Wealth Counsel, LLC | 0.36% | Reduce -5.3% | 13,500 | $375K |
| Two West Capital Advisors LLC | 0.22% | Add +0.6% | 13,356 | $370K |
| McDonald Partners LLC | 0.11% | No change | 13,265 | $369K |
| MMBG Investment Advisors Co. | 0.03% | Add +22.7% | 12,450 | $346K |
| Vontobel Holding Ltd. | 0.00% | Add +20.0% | 12,000 | $333K |
| Balanced Rock Investment Advisors LLC | 0.24% | Add +7.4% | 11,975 | $333K |
| Winebrenner Capital Management LLC | 0.24% | Add +7.2% | 11,953 | $332K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -9.2% | 11,845 | $329K |
| Arete Wealth Advisors, LLC | 0.02% | Add +12.8% | 11,466 | $319K |
| Liberty Square Wealth Partners LLC | 0.10% | No change | 11,373 | $316K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -11.9% | 10,872 | $302K |
| Bank of New York Mellon Corp | 0.00% | Reduce -92.4% | 10,644 | $296K |
| Sequent Planning LLC | 0.08% | Add +9.7% | 10,614 | $295K |
| &partners | 0.00% | Reduce -7.6% | 10,498 | $292K |
| Reyes Financial Architecture, Inc. | 0.20% | No change | 10,361 | $288K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +2.2% | 10,190 | $283K |
| Money Concepts Capital Corp. | 0.02% | Add +0.2% | 9,970 | $277K |
| Parallel Advisors, LLC | 0.01% | No change | 9,914 | $275K |
| Sigma Planning Corp | 0.01% | Reduce -26.7% | 9,908 | $275K |
| Visionary Horizons, LLC | 0.15% | Add +3.4% | 9,903 | $275K |
| Truist Financial Corp. | 0.00% | New | 9,874 | $274K |
| Brookwood Investment Group LLC | 0.04% | New | 9,757 | $271K |
| Corient Private Wealth LP | 0.00% | Add +2.5% | 9,611 | $267K |
| PUREfi Wealth, LLC | 0.20% | Reduce -33.3% | 9,434 | $262K |
| Advisory Services Network, LLC | 0.00% | Reduce -17.9% | 9,217 | $256K |
| NTV Asset Management LLC | 0.03% | Reduce -2.2% | 9,050 | $251K |
| Spire Wealth Management | 0.01% | Add +7.0% | 8,950 | $249K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.4% | 8,897 | $247K |
| Intergy Private Wealth, LLC | 0.08% | Add +2.4% | 8,866 | $246K |
| Prospera Financial Services Inc | 0.00% | Reduce -1.1% | 8,710 | $242K |
| Meridian Financial Advisors, LLC | 0.13% | New | 8,375 | $233K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 8,000 | $222K |
| Park Avenue Securities LLC | 0.00% | New | 7,960 | $221K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +292.3% | 7,881 | $219K |
| Bank of New Hampshire | 0.05% | Reduce -10.9% | 7,782 | $216K |
| Integrity Alliance, Llc. | 0.01% | New | 7,744 | $215K |
| HighTower Advisors, LLC | 0.00% | Reduce -13.7% | 7,671 | $213K |
| Global Assets Advisory, LLC | 0.06% | New | 7,648 | $212K |
| Integrity Wealth Advisors, Inc. | 0.08% | New | 7,645 | $212K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.7% | 7,618 | $212K |
| Saxony Capital Management, LLC | 0.14% | Add +0.1% | 7,582 | $211K |
| Integrated Advisors Network LLC | 0.01% | New | 7,573 | $210K |
| Apollon Wealth Management, LLC | 0.00% | New | 7,408 | $206K |
| Invst, LLC | 0.02% | New | 7,293 | $203K |
| Mascagni Wealth Management, Inc. | 0.16% | Reduce -3.5% | 7,243 | $201K |
| PFG Advisors | 0.01% | New | 7,222 | $201K |
| Abich Financial Wealth Management LLC | 0.07% | — | 7,045 | $196K |
| Bank of Montreal | 0.00% | Add +0.1% | 6,413 | $178K |
| Root Financial Partners, LLC | 0.01% | Reduce -38.4% | 6,102 | $170K |
| Orion Capital Management LLC | 0.05% | Add +9.6% | 5,480 | $152K |
| Banque Cantonale Vaudoise | 0.01% | No change | 5,024 | $140K |
| FMR LLC | 0.00% | Reduce -13.9% | 4,746 | $132K |
| IFP Advisors, Inc | 0.00% | Reduce -3.3% | 4,645 | $129K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -81.3% | 4,225 | $117K |
| Consultiva Wealth Management, Corp. | 0.31% | No change | 3,951 | $110K |
| NBT Bank, N.A. | 0.01% | Reduce -99.2% | 28 | $101K |
| BNP Paribas Financial Markets | 0.00% | Add +8036.8% | 3,092 | $86K |
| Private Trust Co. NA | 0.01% | Reduce -4.9% | 2,950 | $82K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.6% | 2,904 | $81K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -72.7% | 2,567 | $71K |
| Wells Fargo & Company | 0.00% | Add +53.8% | 2,387 | $66K |
| Sound Income Strategies, LLC | 0.00% | Reduce -5.6% | 2,340 | $64K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,684 | $47K |
| Strategic Investment Solutions, Inc. | 0.01% | Reduce -54.6% | 1,576 | $44K |
| Golden State Wealth Management, LLC | 0.00% | Add +94.2% | 1,429 | $40K |
| Wolff Wiese Magana LLC | 0.02% | Add +18.8% | 1,336 | $37K |
| Asset Dedication, LLC | 0.00% | No change | 1,292 | $36K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.4% | 1,271 | $35K |
| Fifth Third Bancorp | 0.00% | No change | 1,230 | $34K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 1,200 | $33K |
| WealthShield Partners, LLC | 0.00% | No change | 1,183 | $33K |
| CoreCap Advisors, LLC | 0.00% | Add +72.4% | 1,179 | $33K |
| Angeles Wealth Management, LLC | 0.00% | No change | 1,135 | $32K |
| MAI Capital Management | 0.00% | No change | 812 | $23K |
| Founders Financial Alliance, LLC | 0.00% | No change | 680 | $19K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -6.1% | 635 | $18K |
| Global Retirement Partners, LLC | 0.00% | Reduce -14.7% | 585 | $16K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 565 | $16K |
| Anchor Investment Management, LLC | 0.00% | New | 530 | $15K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +1.6% | 522 | $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 | $13K |
| Rosenberg Matthew Hamilton | 0.00% | Add +31.3% | 441 | $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. | 0.01% | No change | 359 | $10K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -63.2% | 304 | $8K |
| Delta Asset Management LLC | 0.00% | No change | 289 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.9% | 227 | $6K |
| United Financial Planning Group LLC | 0.00% | — | 96 | $5K |
| Archer Investment Corp | 0.00% | No change | 142 | $4K |
| Concord Wealth Partners | 0.00% | Reduce -42.4% | 129 | $4K |
| Smartleaf Asset Management LLC | 0.00% | Add +0.0% | 82 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 78 | $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% | Add +1.9% | 55 | $2K |
| Ameriflex Group, Inc. | 0.00% | Add +104.0% | 51 | $1K |
| Signaturefd, LLC | 0.00% | Add +2.6% | 39 | $1K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 31 | $861 |
| Rossby Financial, LCC | 0.00% | No change | 26 | $720 |
| Maseco LLP | 0.00% | New | 17 | $472 |
| Key Financial Inc | 0.00% | No change | 12 | $332 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 10 | $278 |
| Retirement Wealth Solutions LLC | 0.00% | No change | 5 | $133 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 2 | $56 |
| Kilter Group LLC | 0.00% | No change | 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.