iShares Fallen Angels ETFFALNETF

13F holders, Q1 2026 (March 31)
294holders −4
26new positions
33sold out
$26.79avg. 13F price*

At the end of Q1 2026, 294 institutions reported holding iShares Fallen Angels ETF (FALN) in their 13F filings, down 4 from Q4 2025. 26 opened new positions and 33 sold out. The largest holders were Bank of America Corp. ($200.9M), Municipal Employees' Retirement System of Michigan ($97.7M) and Morgan Stanley ($96.8M).

Company
iShares Fallen Angels ETF
CUSIP
46435G474
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 260Q1 2024Q2 2024: 263Q2 2024Q3 2024: 274Q3 2024Q4 2024: 271Q4 2024Q1 2025: 278Q1 2025Q2 2025: 271Q2 2025Q3 2025: 269Q3 2025Q4 2025: 298Q4 2025Q1 2026: 294Q1 2026Q2 2026: 292Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions26$94.7M
Exits33$110.6M

All 13F filers, Q4 2025 → Q1 2026: 5,990,524 shares bought and 8,073,592 shares sold, net −2,083,068 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 294 holders

Bank of America Corp. 0.01% Add +3.5% 7,519,795 $200.9M
Municipal Employees' Retirement System of Michigan 1.11% No change 3,657,064 $97.7M
Morgan Stanley 0.01% Add +5.3% 3,622,871 $96.8M
Annex Advisory Services, LLC 1.52% New 3,038,602 $81.2M
LPL Financial LLC 0.02% Reduce -4.2% 2,328,235 $62.2M
Invesco Ltd. 0.00% Reduce -1.1% 1,395,228 $37.3M
Allworth Financial LP 0.15% Add +4.2% 1,389,487 $37.1M
ESL Trust Services, LLC 6.34% Reduce -0.5% 1,242,649 $33.2M
Alliancebernstein L.P. 0.01% Reduce -7.8% 959,010 $26.2M
State of Tennessee, Department of Treasury 0.08% Reduce -60.2% 926,000 $24.7M
BlackRock, Inc. 0.00% Reduce -22.8% 712,523 $19.0M
Baker Avenue Asset Management, LP 0.41% Reduce -6.8% 680,484 $18.2M
Novem Group 2.03% Add +4.7% 659,177 $17.6M
Ameriprise Financial Inc. 0.00% Reduce -7.3% 634,413 $17.0M
Nomura Asset Management Co. Ltd. 0.04% Add +0.3% 596,100 $15.9M
Cambridge Investment Research Advisors, Inc. 0.04% Add +59.8% 581,555 $15.5M
UBS Group AG 0.00% Reduce -3.4% 532,107 $14.2M
Cetera Investment Advisers 0.01% Reduce -1.4% 525,443 $14.0M
State of New Jersey Common Pension Fund D 0.05% Add +50.0% 525,000 $14.0M
Creative Planning 0.01% Reduce -4.7% 473,715 $12.7M
Envestnet Asset Management Inc. 0.00% Add +13.1% 378,397 $10.1M
Breakwater Capital Group 1.29% Add +5.2% 359,635 $9.6M
Commonwealth Equity Services, LLC 0.01% Add +61.8% 353,749 $9.5M
Northwestern Mutual Wealth Management Co. 0.01% Add +97.4% 332,516 $8.9M
Private Advisor Group, LLC 0.04% Reduce -17.9% 316,837 $8.5M
Osaic Holdings, Inc. 0.01% Reduce -10.0% 297,689 $8.0M
Ashford Capital Management Inc. 0.97% Add +23.0% 294,018 $7.9M
Scarborough Advisors, LLC 0.80% Add +2.1% 273,741 $7.3M
HF Advisory Group, LLC 2.45% Add +9.4% 268,800 $7.2M
Prepared Retirement Institute LLC 3.53% Reduce -0.9% 266,514 $7.1M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -24.6% 259,997 $7.0M
Capital Wealth Management, LLC 1.76% Add +25.6% 243,797 $6.5M
Marex Group Ltd 0.07% Add +31.2% 239,710 $6.4M
Great Valley Advisor Group, Inc. 0.11% Reduce -3.6% 221,612 $5.9M
First Citizens Bank & Trust Co. 0.11% Add +109.7% 192,570 $5.1M
Insight Wealth Partners, LLC 1.99% Add +5.7% 184,138 $4.9M
Bridgelight Financial Advisors, Inc. 4.15% Add +2.4% 183,217 $4.9M
Kestra Advisory Services, LLC 0.02% Add +9.5% 179,502 $4.8M
Goldman Sachs Group Inc. 0.00% Reduce -59.5% 171,504 $4.6M
Asset Allocation Strategies LLC 0.81% Reduce -4.4% 171,094 $4.6M
Trustmark Bank Trust Department 0.29% Reduce -21.2% 170,249 $4.5M
Assetmark, Inc. 0.01% Add +15.7% 167,214 $4.5M
Old Mission Capital LLC 0.10% Add +203.3% 162,810 $4.4M
Transamerica Financial Advisors, LLC 0.37% Reduce -6.6% 160,740 $4.3M
Impact Partnership Wealth, LLC 0.52% Add +34.9% 156,997 $4.2M
Raymond James Financial Inc. 0.00% Add +7.7% 150,432 $4.0M
Liberty Atlantic Advisors LLC 3.09% Add +63.6% 135,496 $3.6M
Ignite Planners, LLC 0.55% Add +5.0% 132,916 $3.6M
Diversify Wealth Management, LLC 0.06% Reduce -6.2% 129,431 $3.5M
Kraematon Investment Advisors, Inc. 2.78% Reduce -1.7% 127,837 $3.4M
US Bancorp \de 0.00% Add +3.0% 127,200 $3.4M
JPMorgan Chase & Co. 0.00% Add +157.9% 128,206 $3.4M
MML Investors Services, LLC 0.01% Add +1.7% 124,483 $3.3M
Allianz Asset Management GmbH 0.00% No change 124,200 $3.3M
Petix & Botte Co 1.47% Reduce -44.4% 123,234 $3.3M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -8.2% 120,524 $3.2M
Glassy Mountain Advisors, Inc. 0.98% Add +2.9% 117,914 $3.2M
Concurrent Investment Advisors, LLC 0.03% Add +162.9% 111,759 $3.0M
OneDigital Investment Advisors LLC 0.03% Reduce -3.9% 109,580 $2.9M
Cornerstone Planning Group LLC 0.38% Reduce -2.7% 104,094 $2.8M
Manning & Napier Advisors LLC 0.04% Add +2.5% 101,560 $2.7M
Cerity Partners LLC 0.00% Add +1.9% 98,890 $2.6M
Cwm, LLC 0.01% Reduce -45.8% 98,545 $2.6M
Strategic Financial Concepts, LLC 0.65% New 2,672 $2.6M
D L Carlson Investment Group Inc. 0.45% Add +5.8% 97,837 $2.6M
Independent Advisor Alliance 0.03% New 97,342 $2.6M
HighTower Advisors, LLC 0.00% Add +98.1% 95,320 $2.5M
Novare Capital Management LLC 0.20% Add +15.4% 94,114 $2.5M
Addison Capital Co 0.45% Add +4.8% 94,081 $2.5M
&partners 0.01% Add +50.6% 94,015 $2.5M
Perigon Wealth Management, LLC 0.05% Add +1.1% 93,430 $2.5M
Parcion Private Wealth LLC 0.15% Add +4.3% 93,204 $2.5M
Proficio Capital Partners LLC 0.13% Add +77.5% 89,915 $2.4M
Integrity Wealth Advisors, Inc. 1.42% Add +62.2% 88,396 $2.4M
Napier Financial, LLC 0.53% Reduce -2.5% 85,683 $2.3M
Sequoia Financial Advisors, LLC 0.01% Reduce -23.9% 84,852 $2.3M
Sherry Group, Inc. 2.33% Add +0.4% 80,027 $2.1M
Mount Lucas Management LP 0.79% Add +10.0% 79,636 $2.1M
Coastline Trust Co 0.21% Reduce -47.3% 78,128 $2.1M
Forte Asset Management LLC 0.91% Reduce -0.6% 78,000 $2.1M
Royal Bank of Canada 0.00% Reduce -46.0% 77,862 $2.1M
ATX Financial Planning, LLC 1.56% New 76,998 $2.1M
PNC Financial Services Group, Inc. 0.00% Add +6.2% 76,294 $2.0M
Ashton Thomas Securities, LLC 0.24% New 72,599 $1.9M
FOCUS Wealth Advisors, LLC 0.94% Reduce -4.0% 71,979 $1.9M
Mather Group, Llc. 0.02% Reduce -3.5% 69,842 $1.9M
Guidance Capital, Inc. 0.38% Add +375.3% 63,087 $1.7M
Ausdal Financial Partners, Inc. 0.08% Add +17.9% 63,514 $1.7M
Fifth Third Securities, Inc. 0.11% Reduce -0.9% 61,833 $1.7M
Fifth Third Bancorp 0.00% Add +4899.2% 61,490 $1.6M
Absolute Capital Management, LLC 0.54% Add +5.3% 60,462 $1.6M
Wealthfront Advisers LLC 0.00% Add +51.0% 56,007 $1.5M
Janney Montgomery Scott LLC 0.00% Add +4.2% 54,689 $1.5M
Wealth Advisory Solutions, LLC 0.32% Add +5.7% 53,313 $1.4M
NewEdge Advisors, LLC 0.01% Add +12.3% 52,838 $1.4M
DDFG, Inc 0.30% Add +5.9% 52,524 $1.4M
Integrated Wealth Concepts LLC 0.01% Reduce -50.7% 47,318 $1.3M
Insight Advisors, LLC/ PA 0.23% Add +2.2% 46,210 $1.2M
Farther Finance Advisors, LLC 0.01% Add +7.1% 45,990 $1.2M
M.E. Allison & Co., Inc. 0.80% Add +0.1% 45,181 $1.2M
Signal Advisors Wealth, LLC 0.08% Add +1.6% 42,470 $1.1M
D.A. Davidson & Co. 0.01% Add +0.7% 42,239 $1.1M
Centurion Wealth Management LLC 0.25% Add +0.1% 41,828 $1.1M
Ascentis Independent Advisors 0.08% Add +122.8% 39,737 $1.1M
Seaview Investment Managers LLC 0.38% Add +99.4% 39,194 $1.0M
Blair William & Co. 0.00% Reduce -1.6% 38,507 $1.0M
Stifel Financial Corp. 0.00% Add +17.2% 38,086 $1.0M
Equitable Holdings, Inc. 0.01% Add +55.4% 36,804 $1.0M
OpenArc Corporate Advisory, LLC 0.01% Add +10.2% 37,463 $1.0M
Geneos Wealth Management Inc. 0.02% Add +6.0% 37,078 $991K
AE Wealth Management LLC 0.01% Reduce -64.2% 36,110 $965K
Mercer Global Advisors Inc. 0.00% Reduce -8.4% 35,462 $948K
Oppenheimer & Co. Inc. 0.01% Add +3.2% 35,049 $937K
TriaGen Wealth Management LLC 0.25% Add +5.1% 33,887 $905K
Principal Securities, Inc. 0.01% Reduce -4.7% 32,449 $867K
Sierra Capital LLC 0.09% No change 31,185 $833K
NorthRock Partners, LLC 0.01% Reduce -28.7% 31,126 $832K
Valley Wealth Managers, Inc. 0.05% Reduce -0.7% 30,590 $817K
Rialto Wealth Management, LLC 0.18% Reduce -33.9% 30,136 $805K
Prime Capital Investment Advisors, LLC 0.01% Reduce -0.1% 30,008 $802K
VectorGlobal IAG, Inc. 0.21% — 29,754 $795K
LexAurum Advisors, LLC 0.10% — 29,577 $790K
Stratos Investment Management, LLC 0.03% Add +0.3% 29,439 $787K
Kingsview Wealth Management, LLC 0.01% Add +2.2% 28,738 $768K
Merit Financial Group, LLC 0.01% New 28,718 $767K
Mariner, LLC 0.00% Add +5.7% 28,284 $756K
Ballast Rock Private Wealth LLC 0.42% Add +4.9% 28,149 $752K
Susquehanna International Group, LLP 0.00% New 27,630 $738K
Wilson & Boucher Capital Management, LLC 0.49% Add +0.7% 27,500 $735K
Yoder Wealth Management, Inc. 0.33% Reduce -4.5% 27,346 $731K
Bright Futures Wealth Management, LLC. 0.48% Reduce -4.9% 26,407 $706K
Dara Capital Us, Inc. 0.67% No change 26,335 $704K
Symphony Financial, Ltd. Co. 0.09% Reduce -4.3% 26,327 $701K
Brookstone Capital Management 0.01% Reduce -8.1% 25,780 $689K
Outlook Wealth Advisors, LLC 0.16% Reduce -59.0% 25,446 $680K
Sanctuary Advisors, LLC 0.00% Add +48.4% 25,416 $679K
Exchange Bank 0.46% Reduce -7.0% 24,979 $667K
Western Financial Corp 0.26% Reduce -3.4% 24,575 $657K
Simplicity Wealth,LLC 0.04% Add +28.4% 24,280 $649K
Meridian Financial Advisors, LLC 0.35% Add +24.9% 24,261 $648K
Dynamic Advisor Solutions LLC 0.02% Reduce -10.2% 23,899 $639K
PUREfi Wealth, LLC 0.42% Add +153.0% 23,865 $638K
Allie Family Office LLC 0.27% No change 22,852 $611K
First Citizens Asset Management, Inc. 0.22% Add +4.8% 22,790 $609K
EP Wealth Advisors, LLC 0.00% Add +193.7% 22,245 $594K
Client 1ST Advisory Group, LLC 0.17% Reduce -19.7% 21,227 $567K
Gateway Wealth Partners, LLC 0.02% New 21,205 $567K
L.K. Benson & Company, P.C. 0.18% Add +0.6% 20,620 $551K
Investment Management Trust, LLC 0.53% — 20,281 $542K
Wesbanco Bank Inc. 0.01% No change 20,000 $534K
Beacon Financial Advisory LLC 0.11% Add +1.9% 18,410 $492K
Manchester Capital Management LLC 0.07% No change 17,757 $474K
Kaizen Financial Strategies 0.20% Add +6.6% 17,246 $469K
Sovran Advisors, LLC 0.04% Reduce -73.9% 16,767 $455K
Altura Wealth Advisors Inc. 0.20% Add +0.9% 17,026 $455K
Cornerstone Wealth Management, LLC 0.02% Add +66.8% 16,938 $453K
Ancora Advisors LLC 0.01% Reduce -15.3% 16,883 $451K
Journey Strategic Wealth LLC 0.01% No change 16,844 $450K
Zinnia Wealth Advisory, LLC 0.49% Add +39.2% 16,450 $440K
MMBG Investment Advisors Co. 0.04% Add +20.3% 16,290 $435K
Independent Financial Group, LLC 0.01% Add +0.0% 16,068 $429K
Jane Street Group, LLC 0.00% Reduce -97.0% 15,875 $424K
Wilmington Savings Fund Society, FSB 0.01% Add +36.0% 15,757 $421K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Reduce -29.2% 15,554 $416K
Keating Financial Advisory Services, Inc. 0.07% Add +94.1% 15,492 $414K
Two Sigma Securities, LLC 0.05% New 15,350 $410K
Avior Wealth Management, LLC 0.01% Add +83.7% 15,316 $409K
Advisory Services Network, LLC 0.01% Add +23.3% 15,071 $403K
Wealthcare Advisory Partners LLC 0.01% Reduce -10.0% 14,971 $400K
Baird Financial Group, Inc. 0.00% Add +0.8% 14,862 $397K
Rockefeller Capital Management L.P. 0.00% Add +1.1% 14,563 $389K
J.W. Cole Advisors, Inc. 0.01% Reduce -0.2% 14,164 $378K
Cedar Point Capital Partners, LLC 0.24% Add +5.3% 13,975 $373K
Herold Advisors, Inc. 0.08% Add +10.6% 13,768 $368K
PAX Financial Group, LLC 0.06% Reduce -30.5% 13,638 $364K
Jones Financial Companies LLLP 0.00% Add +327.2% 13,601 $359K
McDonald Partners LLC 0.08% No change 13,265 $354K
Arkadios Wealth Advisors 0.01% New 12,705 $339K
Balanced Rock Investment Advisors LLC 0.24% Add +2.5% 12,643 $338K
Box Hill Private Wealth LLC 0.33% Reduce -12.0% 12,634 $338K
Gladstone Institutional Advisory LLC 0.01% Reduce -70.8% 12,630 $337K
Hyundai Investments Co., Ltd. 0.37% Reduce -18.1% 12,579 $333K
Sequent Planning LLC 0.08% Add +4.8% 12,325 $329K
Arete Wealth Advisors, LLC 0.02% Add +4.4% 11,766 $314K
AlphaCentric Advisors LLC 0.31% Add +13.9% 11,668 $312K
Infinity Wealth Counsel, LLC 0.28% Reduce -1.6% 11,460 $306K
Liberty Square Wealth Partners LLC 0.08% No change 11,373 $304K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -6.0% 11,129 $297K
Community Bank & Trust, Waco, Texas 0.06% Add +8.7% 11,064 $295K
CENTRAL TRUST Co 0.01% New 11,000 $294K
Bank of New York Mellon Corp 0.00% Add +1.7% 10,910 $292K
PFG Advisors 0.01% Reduce -12.2% 10,628 $284K
Winebrenner Capital Management LLC 0.18% Reduce -12.4% 10,472 $280K
Reyes Financial Architecture, Inc. 0.23% No change 10,361 $277K
Parallel Advisors, LLC 0.00% No change 9,914 $265K
SteelPeak Wealth, LLC 0.01% Reduce -1.8% 9,719 $260K
Patriot Investment Management Group, Inc. 0.02% No change 9,685 $259K
Intergy Private Wealth, LLC 0.08% Add +5.1% 9,685 $259K
B. Riley Wealth Advisors, Inc. 0.02% Add +1.9% 9,780 $259K
Sigma Planning Corp 0.01% Reduce -6.2% 9,486 $253K
Live Oak Investment Partners 0.15% New 9,471 $253K
COFG Advisors, LLC 0.06% Add +1.0% 9,446 $252K
Navis Wealth Advisors, LLC 0.13% New 9,223 $246K
Thrivent Financial for Lutherans 0.00% Reduce -96.8% 9,220 $246K
Truist Financial Corp. 0.00% Add +8.5% 9,083 $243K
Money Concepts Capital Corp. 0.01% Reduce -8.3% 9,069 $242K
Spire Wealth Management 0.01% Reduce -0.1% 8,979 $240K
Summit Financial, LLC 0.00% New 8,965 $240K
Banque Cantonale Vaudoise 0.01% Add +91.7% 8,822 $236K
Prospera Financial Services Inc 0.00% Add +0.0% 8,718 $233K
NTV Asset Management LLC 0.02% Reduce -5.7% 8,300 $222K
Alteri Wealth LLC 0.07% Add +0.3% 8,144 $218K
FMR LLC 0.00% Add +70.0% 8,047 $215K
Dorsey & Whitney Trust CO LLC 0.01% No change 8,000 $214K
Vontobel Holding Ltd. 0.00% Reduce -33.3% 8,000 $214K
IHT Wealth Management, LLC 0.01% Reduce -57.7% 7,979 $213K
Park Avenue Securities LLC 0.00% Add +6.9% 7,988 $213K
Global Assets Advisory, LLC 0.06% Add +1.6% 7,852 $210K
Apollon Wealth Management, LLC 0.00% Add +0.4% 7,754 $207K
Storen Legacy Partners, LLC 0.06% New 7,706 $206K
Saxony Capital Management, LLC 0.12% Add +0.1% 7,605 $203K
Bank of New Hampshire 0.04% Reduce -9.0% 7,081 $189K
Root Financial Partners, LLC 0.01% Add +6.2% 6,477 $173K
Bank of Montreal 0.00% Add +0.1% 6,431 $172K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Reduce -4.1% 6,341 $169K
Orion Capital Management LLC 0.05% No change 5,500 $147K
Citigroup Inc. 0.00% No change 4,738 $127K
Steward Partners Investment Advisory, LLC 0.00% No change 4,599 $123K
IFP Advisors, Inc 0.00% Reduce -1.1% 4,592 $123K
Consultiva Wealth Management, Corp. 0.31% No change 3,951 $106K
Harbour Investments, Inc. 0.00% Add +25.5% 3,636 $97K
McGuire Capital Advisors Inc. 0.06% Reduce -2.7% 3,623 $97K
Philadelphia Investment Partners, LLC 0.06% — 3,448 $92K
Sound Income Strategies, LLC 0.00% Reduce -0.9% 3,321 $89K
NBT Bank, N.A. 0.01% Add +12029.6% 3,275 $88K
Sunbelt Securities, Inc. 0.01% Add +0.2% 3,151 $84K
Private Trust Co. NA 0.01% No change 2,950 $79K
Wealth Enhancement Trust Services, Inc. 0.01% Add +68.0% 2,573 $69K
KM Capital Management Ltd. 0.05% New 2,533 $68K
Y.D. More Investments Ltd 0.00% New 2,000 $53K
CoreCap Advisors, LLC 0.00% Add +7.7% 1,858 $50K
Golden State Wealth Management, LLC 0.00% Add +14.1% 1,631 $44K
Gilpin Wealth Management, LLC 0.03% Reduce -23.9% 1,610 $43K
Wolff Wiese Magana LLC 0.02% Add +0.9% 1,417 $38K
Asset Dedication, LLC 0.00% No change 1,292 $35K
Aptus Capital Advisors, LLC 0.00% Reduce -5.4% 1,237 $33K
Strategic Investment Solutions, Inc. 0.01% Add +1.1% 1,220 $33K
RMG Wealth Management LLC 0.00% New 1,157 $31K
WealthShield Partners, LLC 0.00% Reduce -2.8% 1,150 $31K
Wells Fargo & Company 0.00% Add +421.2% 1,105 $30K
Wellington Grp LLC 0.01% New 979 $26K
Caldwell Trust Co 0.00% No change 850 $23K
MAI Capital Management 0.00% Reduce -66.9% 839 $22K
Signature Resources Capital Management, LLC 0.01% No change 788 $21K
Bravera Wealth 0.01% No change 734 $20K
Founders Financial Alliance, LLC 0.00% No change 680 $18K
Triumph Capital Management 0.00% No change 650 $17K
Vision Retirement, LLC 0.00% No change 587 $16K
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
Rosenberg Matthew Hamilton 0.00% No change 441 $12K
Destiny Wealth Partners, LLC 0.00% New 431 $12K
Bell Investment Advisors, Inc 0.00% New 410 $11K
FAS Wealth Partners, Inc. 0.00% Reduce -47.5% 395 $11K
EverSource Wealth Advisors, LLC 0.00% Add +29.3% 300 $8K
Merkkuri Wealth Advisors LLC 0.01% New 295 $8K
TD Waterhouse Canada Inc. 0.00% No change 278 $7K
AdvisorNet Financial, Inc 0.00% Reduce -19.5% 277 $7K
Delta Asset Management LLC 0.00% Reduce -21.8% 226 $6K
Archer Investment Corp 0.00% No change 142 $4K
St Germain D J Co. Inc. 0.00% Reduce -14.7% 134 $4K
Arax Advisory Partners 0.00% Reduce -95.8% 132 $4K
Creative Financial Designs Inc. 0.00% No change 78 $2K
NFSG Corp 0.00% No change 69 $2K
Tower Research Capital LLC (TRC) 0.00% Reduce -99.9% 63 $2K
Cullen/Frost Bankers, Inc. 0.00% Add +1.8% 57 $2K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -3.6% 53 $1K
BNP Paribas Financial Markets 0.00% Reduce -97.0% 50 $1K
Signaturefd, LLC 0.00% Add +2.4% 42 $1K
Capital Investment Advisory Services, LLC 0.00% No change 31 $828
International Assets Investment Management, LLC 0.00% No change 28 $748
Ameriflex Group, Inc. 0.00% No change 26 $697
Rossby Financial, LCC 0.00% No change 26 $695
Maseco LLP 0.00% No change 17 $454
Albion Financial Group 0.00% New 14 $375
Key Financial Inc 0.00% No change 12 $321
DHJJ Financial Advisors, Ltd. 0.00% No change 10 $268
SHP Wealth Management 0.00% New 7 $187
Retirement Wealth Solutions LLC 0.00% No change 5 $132
O'shaughnessy Asset Management, LLC 0.00% No change 2 $53
Lloyd Advisory Services, LLC. 0.00% New 2 $53
Kingdom Financial Group LLC. 0.00% No change 2 $53
SBI Securities Co., Ltd. 0.00% New 1 $27

"% of holder's portfolio" is FALN's weight in each manager's 13F, not the share of iShares Fallen Angels ETF the manager owns.