iShares Floating Rate Bond EFLOTETF
13F holders, Q1 2024 (March 31)601holders
1famous investor
$51.07avg. 13F price*
At the end of Q1 2024, 601 institutions reported holding iShares Floating Rate Bond E (FLOT) in their 13F filings. The largest holders were Bank of America Corp. ($366.1M), BlackRock Inc. ($287.4M) and Morgan Stanley ($216.0M). One famous investor held it Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- iShares Floating Rate Bond E
- CUSIP
- 46429B655
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $37.1M |
| Exits | 66 | $57.5M |
Ownership 601 holders
| Bank of America Corp. | 0.04% | Reduce -6.3% | 7,169,762 | $366.1M |
| BlackRock Inc. | 0.01% | Reduce -21.8% | 5,629,611 | $287.4M |
| Morgan Stanley | 0.02% | Add +0.3% | 4,230,904 | $216.0M |
| Northern Trust Corp. | 0.04% | Reduce -3.0% | 4,181,423 | $213.5M |
| Franklin Resources Inc. | 0.06% | Reduce -1.1% | 3,483,507 | $177.9M |
| LPL Financial LLC | 0.09% | Add +6.3% | 3,198,183 | $163.3M |
| New York Life Investment Management LLC | 1.42% | Reduce -11.1% | 2,785,341 | $142.2M |
| UBS Group AG | 0.05% | Reduce -4.1% | 2,765,492 | $141.2M |
| PNC Financial Services Group, Inc. | 0.08% | Add +4.5% | 2,361,598 | $120.6M |
| Assetmark, Inc. | 0.39% | Reduce -3.6% | 2,347,791 | $119.9M |
| Wells Fargo & Company | 0.03% | Reduce -4.8% | 2,265,073 | $115.7M |
| Glenview Trust Co | 2.17% | Add +8.6% | 1,979,164 | $101.1M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -17.0% | 1,752,118 | $89.5M |
| Royal Bank of Canada | 0.02% | Add +3.0% | 1,505,204 | $76.9M |
| Angeles Investment Advisors, LLC | 4.05% | Add +261.6% | 1,491,500 | $76.2M |
| Renaissance Technologies | 0.12% | Reduce -3.8% | 1,455,500 | $74.3M |
| Ameriprise Financial Inc. | 0.02% | Reduce -0.2% | 1,339,061 | $68.4M |
| Haverford Trust Co | 0.63% | Add +5.3% | 1,186,233 | $60.6M |
| DAVENPORT & Co LLC | 0.34% | Add +3.3% | 1,068,425 | $54.6M |
| HSBC Holdings PLC | 0.04% | Add +17.3% | 1,065,079 | $54.4M |
| Flputnam Investment Management Co. | 1.08% | Add +9.1% | 995,324 | $50.8M |
| Advocacy Wealth Management, LLC | 4.11% | Reduce -8.5% | 935,314 | $47.8M |
| Truist Financial Corp. | 0.07% | Reduce -1.9% | 900,465 | $46.0M |
| Barings LLC | 1.14% | No change | 884,000 | $45.1M |
| Jane Street Group, LLC | 0.06% | Add +155.2% | 872,495 | $44.5M |
| Cetera Investment Advisers | 0.10% | Add +409.4% | 857,542 | $43.8M |
| TRUE Private Wealth Advisors | 4.78% | Add +0.2% | 816,830 | $41.7M |
| 1832 Asset Management L.P. | 0.07% | Reduce -1.9% | 753,503 | $38.5M |
| Demars Financial Group, LLC | 18.78% | Reduce -3.2% | 746,686 | $38.1M |
| MML Investors Services, LLC | 0.14% | Add +8.0% | 683,242 | $34.9M |
| Osaic Holdings, Inc. | 0.08% | Reduce -28.4% | 678,629 | $34.7M |
| Trustmark Bank Trust Department | 2.64% | Reduce -8.2% | 633,800 | $32.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -38.8% | 623,969 | $31.9M |
| Towercrest Capital Management | 5.37% | Add +6.0% | 623,098 | $31.8M |
| Modera Wealth Management, LLC | 0.45% | Reduce -30.2% | 580,154 | $29.6M |
| NewEdge Advisors, LLC | 0.25% | Add +5.9% | 556,957 | $28.4M |
| NorthCoast Asset Management LLC | 0.35% | Add +940.9% | 544,498 | $27.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -7.8% | 466,621 | $23.8M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.27% | Add +7.0% | 467,077 | $23.8M |
| Destination Wealth Management | 0.79% | Add +0.7% | 464,755 | $23.7M |
| Integrated Wealth Concepts LLC | 0.34% | Add +3.6% | 455,395 | $23.3M |
| Cape Cod Five Cents Savings Bank | 2.22% | Add +2.3% | 450,828 | $23.0M |
| Captrust Financial Advisors | 0.07% | Reduce -3.9% | 387,907 | $19.8M |
| Diversified Portfolios, Inc. | 2.77% | Add +93.0% | 385,168 | $19.7M |
| Willis Johnson & Associates, Inc. | 1.66% | Add +4.0% | 375,009 | $19.1M |
| Sigma Planning Corp | 0.60% | Add +119.0% | 371,010 | $18.9M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -0.6% | 366,536 | $18.7M |
| Stifel Financial Corp. | 0.02% | Reduce -7.8% | 366,229 | $18.7M |
| Rezny Wealth Management, Inc. | 6.41% | Reduce -3.8% | 352,600 | $18.0M |
| Atria Wealth Solutions, Inc. | 0.20% | Add +0.8% | 344,448 | $17.6M |
| Commonwealth Equity Services, LLC | 0.03% | Add +1.8% | 341,705 | $17.4M |
| Raymond James & Associates | 0.01% | Reduce -14.9% | 319,616 | $16.3M |
| LJI Wealth Management, LLC | 4.10% | Add +5.0% | 310,125 | $15.8M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +0.8% | 310,089 | $15.8M |
| Mariner, LLC | 0.03% | Reduce -6.5% | 307,911 | $15.7M |
| TCP Asset Management, LLC | 3.85% | Add +1185.9% | 285,081 | $14.6M |
| Probity Advisors, Inc. | 2.67% | Reduce -4.0% | 252,857 | $12.9M |
| Beacon Financial Group | 1.47% | Reduce -7.5% | 251,547 | $12.8M |
| Cwm, LLC | 0.06% | Reduce -1.8% | 247,448 | $12.6M |
| Betterment LLC | 0.03% | Add +40.8% | 238,709 | $12.2M |
| Semmax Financial Advisors Inc. | 3.99% | Add +1.3% | 237,653 | $12.1M |
| US Bancorp \de | 0.02% | Reduce -3.6% | 237,115 | $12.1M |
| HighTower Advisors, LLC | 0.02% | Reduce -59.1% | 232,972 | $11.9M |
| OneDigital Investment Advisors LLC | 0.19% | Add +12.8% | 231,114 | $11.8M |
| Alliance Wealth Management Group | 3.46% | Add +7.8% | 230,934 | $11.8M |
| Occidental Asset Management, LLC | 2.20% | Add +4.7% | 230,728 | $11.8M |
| Rockefeller Capital Management L.P. | 0.03% | Add +135.5% | 230,385 | $11.8M |
| Colonial Trust Advisors | 1.08% | Reduce -1.8% | 213,463 | $10.9M |
| Courier Capital LLC | 0.76% | Reduce -4.0% | 205,545 | $10.5M |
| Ifrah Financial Services, Inc. | 2.90% | Add +4.1% | 202,186 | $10.3M |
| Cary Street Partners Investment Advisory LLC | 0.43% | Reduce -5.4% | 200,352 | $10.2M |
| Cascade Wealth Advisors, Inc | 8.66% | — | 200,082 | $10.2M |
| RFG Advisory, LLC | 0.35% | Reduce -13.6% | 198,763 | $10.1M |
| United Capital Financial Advisors, LLC | 0.08% | Add +6.6% | 190,690 | $9.7M |
| Capital Advantage, Inc. | 1.95% | Reduce -37.1% | 188,344 | $9.6M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -8.1% | 187,012 | $9.5M |
| Rwa Wealth Partners, LLC | 0.13% | Reduce -0.0% | 184,090 | $9.4M |
| Castle Rock Wealth Management, LLC | 2.52% | Reduce -17.8% | 181,173 | $9.2M |
| McMorgan & Co. LLC | 1.53% | Reduce -50.3% | 174,043 | $8.9M |
| Ssi Investment Management LLC | 3.51% | Add +0.2% | 173,396 | $8.9M |
| Quantitative Strategies, Inc. | 4.98% | Add +7.1% | 169,271 | $8.6M |
| WESCAP Management Group, Inc. | 2.50% | Add +2.0% | 169,084 | $8.6M |
| James Investment Research, Inc. | 1.01% | Add +4.5% | 166,000 | $8.5M |
| MBM Wealth Consultants, LLC | 2.98% | Add +7.9% | 165,657 | $8.5M |
| Citigroup Inc. | 0.01% | Add +1.2% | 163,776 | $8.4M |
| Guggenheim Capital LLC | 0.06% | Add +22.0% | 163,445 | $8.3M |
| Windsor Capital Management, LLC | 2.57% | Reduce -0.1% | 162,406 | $8.3M |
| CreativeOne Wealth, LLC | 0.33% | Add +2.9% | 161,284 | $8.2M |
| Peapack Gladstone Financial Corp. | 0.13% | Reduce -0.7% | 158,847 | $8.1M |
| Scotia Capital Inc. | 0.05% | Reduce -14.6% | 157,924 | $8.1M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -4.0% | 152,697 | $7.8M |
| Carmel Capital Partners, LLC | 3.16% | Add +18.9% | 149,612 | $7.6M |
| Rosenblum Silverman Sutton S F Inc. | 2.14% | Add +1.4% | 147,955 | $7.6M |
| Piedmont Capital Management, LLC | 5.05% | Add +5.6% | 146,264 | $7.4M |
| Perennial Advisors, LLC | 1.72% | Add +3.3% | 144,623 | $7.4M |
| Proficio Capital Partners LLC | 0.80% | Reduce -10.4% | 142,285 | $7.3M |
| Allworth Financial LP | 0.05% | Reduce -56.1% | 141,701 | $7.2M |
| Grey Ledge Advisors, LLC | 2.03% | Add +22.2% | 141,053 | $7.2M |
| WealthTrust Asset Management, LLC | 5.40% | Add +9.7% | 138,810 | $7.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +7.5% | 138,350 | $7.1M |
| Single Point Partners, LLC | 1.61% | Add +1.9% | 136,000 | $6.9M |
| Orange Investment Advisors, Inc. | 0.83% | Reduce -2.9% | 135,692 | $6.9M |
| Hoge Financial Services, LLC | 5.66% | Reduce -6.9% | 135,669 | $6.9M |
| Sierra Capital LLC | 0.91% | Reduce -5.6% | 135,644 | $6.9M |
| First American Trust, FSB | 0.72% | Reduce -8.1% | 134,614 | $6.9M |
| Natixis Advisors, LLC | 0.02% | Reduce -3.7% | 134,035 | $6.8M |
| Oppenheimer & Co. Inc. | 0.11% | Add +1.0% | 133,606 | $6.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +23.5% | 128,936 | $6.6M |
| Toews Corp. | 1.13% | New | 127,000 | $6.5M |
| Paces Ferry Wealth Advisors, LLC | 4.12% | Add +1.9% | 125,877 | $6.4M |
| Equitable Holdings, Inc. | 0.07% | Add +22.1% | 123,113 | $6.3M |
| B. Riley Wealth Advisors, Inc. | 0.17% | Add +174.3% | 122,561 | $6.2M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +3.1% | 118,443 | $6.0M |
| Chatham Capital Group, Inc. | 1.10% | Reduce -8.1% | 117,675 | $6.0M |
| Private Advisor Group, LLC | 0.04% | Add +4.3% | 116,422 | $5.9M |
| CIBC Private Wealth Group LLC | 0.01% | New | 115,530 | $5.9M |
| Obsidian Personal Planning Solutions LLC | 3.83% | Add +15.7% | 114,246 | $5.8M |
| Stratos Wealth Partners, LTD. | 0.10% | Reduce -6.6% | 114,335 | $5.8M |
| Chesley Taft & Associates LLC | 0.30% | Add +13.7% | 113,850 | $5.8M |
| Fca Corp. | 1.86% | Add +1.5% | 112,436 | $5.7M |
| Colonial Trust Co / SC | 1.04% | Reduce -3.6% | 108,580 | $5.5M |
| Monumental Financial Group Inc. | 2.90% | Reduce -1.7% | 106,867 | $5.5M |
| Kesler, Norman & Wride, LLC | 1.15% | Add +0.9% | 105,881 | $5.4M |
| Capital Advisory Group Advisory Services, LLC | 2.54% | Add +6.1% | 105,022 | $5.4M |
| Creative Planning | 0.01% | Add +16.9% | 101,188 | $5.2M |
| Royal Fund Management, LLC | 0.57% | Reduce -45.3% | 96,711 | $4.9M |
| Wintrust Investments LLC | 0.44% | Add +23.7% | 96,717 | $4.9M |
| Beirne Wealth Consulting Services, LLC | 2.05% | Reduce -1.4% | 94,813 | $4.8M |
| Penobscot Investment Management Company, Inc. | 0.49% | Add +4.0% | 91,016 | $4.6M |
| Banco Santander, S.A. | 0.06% | Reduce -15.0% | 89,609 | $4.6M |
| Capital Market Strategies LLC | 3.49% | Add +867.9% | 89,241 | $4.6M |
| AdvisorNet Financial, Inc | 0.43% | Reduce -0.1% | 87,839 | $4.5M |
| Weaver Consulting Group | 1.65% | Add +5.9% | 87,446 | $4.5M |
| Central Pacific Bank - Trust Division | 0.57% | — | 86,286 | $4.4M |
| Mowery & Schoenfeld Wealth Management, LLC | 8.43% | Reduce -17.9% | 85,679 | $4.4M |
| Schechter Investment Advisors, LLC | 0.33% | Reduce -0.8% | 85,317 | $4.4M |
| Guidance Capital, Inc. | 1.59% | Add +22.7% | 84,716 | $4.3M |
| Avior Wealth Management, LLC | 0.20% | Add +163635.3% | 83,505 | $4.3M |
| White Pine Capital LLC | 1.61% | Reduce -24.3% | 83,015 | $4.2M |
| First Hawaiian Bank | 0.13% | Reduce -0.5% | 83,016 | $4.2M |
| 5th Street Advisors, LLC | 2.39% | New | 82,759 | $4.2M |
| Advisory Services Network, LLC | 0.09% | Add +5.4% | 82,579 | $4.2M |
| Hartline Investment Corp./ | 0.74% | Add +270.8% | 82,201 | $4.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.74% | Add +15.1% | 82,201 | $4.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +197.5% | 81,883 | $4.2M |
| Weitzel Financial Services, Inc. | 2.09% | Reduce -38.4% | 81,249 | $4.1M |
| Buska Wealth Management, LLC | 1.80% | — | 80,604 | $4.1M |
| US Financial Advisors, LLC | 1.42% | Add +1.6% | 80,043 | $4.1M |
| Kingsview Wealth Management, LLC | 0.10% | Add +13.3% | 79,742 | $4.1M |
| Trek Financial, LLC | 0.32% | Add +264.2% | 79,722 | $4.1M |
| Regal Investment Advisors LLC | 0.27% | Add +3.2% | 78,184 | $4.0M |
| Canal Insurance CO | 1.03% | No change | 78,000 | $4.0M |
| Visionary Wealth Advisors | 0.27% | Add +5.8% | 77,899 | $4.0M |
| Scarborough Advisors, LLC | 1.84% | Reduce -4.7% | 77,658 | $4.0M |
| BNP Paribas Financial Markets | 0.01% | Add +70.5% | 77,567 | $4.0M |
| Shira Ridge Wealth Management | 2.25% | Add +0.3% | 77,018 | $3.9M |
| Sax Wealth Advisors, LLC | 0.46% | Add +5.6% | 76,493 | $3.9M |
| Composition Wealth, LLC | 0.10% | Add +2.7% | 75,006 | $3.8M |
| Global Retirement Partners, LLC | 0.14% | Reduce -2.0% | 74,423 | $3.8M |
| Cibc World Market Inc. | 0.01% | Reduce -22.4% | 73,921 | $3.8M |
| Arkadios Wealth Advisors | 0.29% | Reduce -8.4% | 73,120 | $3.7M |
| Comerica Bank | 0.02% | Add +1.5% | 72,286 | $3.7M |
| Mgo One Seven LLC | 0.19% | Reduce -2.9% | 72,079 | $3.7M |
| Glass Jacobson Investment Advisors llc | 1.38% | Add +2.4% | 71,952 | $3.7M |
| Darden Wealth Group Inc | 2.80% | Add +26.3% | 69,528 | $3.6M |
| Private Advisory Group LLC | 0.50% | Reduce -29.2% | 67,990 | $3.5M |
| ETF Store, Inc. | 1.98% | Add +1.7% | 67,937 | $3.5M |
| LaFleur & Godfrey LLC | 0.51% | Reduce -3.2% | 67,827 | $3.5M |
| Cadence Bank | 0.25% | Add +41.2% | 67,528 | $3.4M |
| EverSource Wealth Advisors, LLC | 0.27% | Add +32.3% | 67,171 | $3.4M |
| Insight Wealth Strategies, LLC | 0.50% | Add +5.4% | 66,621 | $3.4M |
| Verdence Capital Advisors LLC | 0.31% | Reduce -11.7% | 66,363 | $3.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +10.7% | 65,471 | $3.3M |
| NewEdge Wealth, LLC | 0.07% | New | 65,530 | $3.3M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -29.0% | 64,918 | $3.3M |
| Bank of Montreal | 0.00% | Reduce -25.2% | 63,772 | $3.3M |
| Virtue Capital Management, LLC | 0.58% | Add +8.5% | 63,577 | $3.2M |
| Waterloo Capital, L.P. | 0.41% | Add +41.5% | 62,888 | $3.2M |
| Ameritas Advisory Services, LLC | 0.13% | Add +61.1% | 62,056 | $3.2M |
| Axxcess Wealth Management, LLC | 0.09% | Add +11.3% | 60,892 | $3.1M |
| Riggs Asset Managment Co. Inc. | 0.89% | Reduce -2.9% | 60,030 | $3.1M |
| Princeton Global Asset Management LLC | 0.71% | Add +0.9% | 58,589 | $3.0M |
| Compound Planning, Inc. | 0.27% | Add +68.2% | 58,083 | $3.0M |
| TAP Consulting, LLC | 0.65% | Reduce -5.4% | 57,477 | $2.9M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.08% | Reduce -50.9% | 57,168 | $2.9M |
| RDA Financial Network | 1.00% | Reduce -1.1% | 56,906 | $2.9M |
| Financial Advocates Investment Management | 0.17% | Add +28.4% | 44,624 | $2.8M |
| Capital Asset Advisory Services LLC | 0.16% | Add +2.3% | 55,955 | $2.8M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -29.7% | 55,476 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -62.4% | 54,562 | $2.8M |
| Bank of New York Mellon Corp | 0.00% | Add +19.8% | 53,402 | $2.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.32% | Add +11.5% | 52,730 | $2.7M |
| Baird Financial Group, Inc. | 0.01% | Reduce -11.6% | 52,248 | $2.7M |
| Cresset Asset Management, LLC | 0.01% | Add +3.6% | 51,352 | $2.6M |
| Alpha Cubed Investments, LLC | 0.14% | Reduce -11.4% | 50,912 | $2.6M |
| Brookstone Capital Management | 0.05% | Reduce -17.8% | 50,723 | $2.6M |
| Vectors Research Management, LLC | 0.73% | Add +101.4% | 50,353 | $2.6M |
| Dohj, LLC | 0.65% | Reduce -12.2% | 48,141 | $2.5M |
| Snowden Capital Advisors LLC | 0.08% | Add +8.7% | 47,865 | $2.4M |
| Waller Financial Planning Group, Inc. | 0.64% | Reduce -11.8% | 46,992 | $2.4M |
| IFP Advisors, Inc | 0.10% | Reduce -0.6% | 46,820 | $2.4M |
| Virtus Family Office LLC | 3.81% | Add +3.1% | 46,798 | $2.4M |
| Oxinas Partners, LLC | 1.49% | Reduce -0.3% | 45,014 | $2.3M |
| Bigelow Investment Advisors, LLC | 1.12% | Add +5.8% | 44,472 | $2.3M |
| Regions Financial Corp. | 0.02% | Reduce -6.3% | 44,071 | $2.3M |
| Eagle Global Advisors LLC | 0.13% | Reduce -1.1% | 43,478 | $2.2M |
| Hilltop Holdings Inc. | 0.24% | Add +11.2% | 43,097 | $2.2M |
| Destiny Wealth Partners, LLC | 0.39% | Reduce -2.7% | 42,899 | $2.2M |
| D.A. Davidson & Co. | 0.02% | Add +24.0% | 42,227 | $2.2M |
| Bluesphere Advisors LLC | 1.17% | Reduce -4.1% | 41,376 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +20.9% | 39,812 | $2.0M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +20.9% | 39,812 | $2.0M |
| Boston Family Office LLC | 0.15% | Reduce -7.0% | 39,609 | $2.0M |
| Roundview Capital LLC | 0.16% | Reduce -2.1% | 39,092 | $2.0M |
| M&T Bank Corp | 0.01% | Reduce -30.4% | 38,765 | $2.0M |
| Wrapmanager Inc. | 0.55% | Reduce -46.6% | 38,696 | $2.0M |
| RiverTree Advisors, LLC | 1.32% | Reduce -1.2% | 38,412 | $2.0M |
| PFG Advisors | 0.14% | Add +0.3% | 37,723 | $1.9M |
| Octavia Wealth Advisors, LLC | 0.28% | Reduce -5.1% | 37,152 | $1.9M |
| Guardian Wealth Advisors, LLC / NC | 0.23% | Reduce -0.8% | 37,168 | $1.9M |
| FOCUS Wealth Advisors, LLC | 1.00% | Add +5.5% | 36,727 | $1.9M |
| Leavell Investment Management, Inc. | 0.11% | Add +18.7% | 36,648 | $1.9M |
| One Capital Management, LLC | 0.07% | Reduce -7.2% | 36,577 | $1.9M |
| Nilsine Partners, LLC | 0.25% | Reduce -27.6% | 36,501 | $1.9M |
| Farther Finance Advisors, LLC | 0.11% | Reduce -10.3% | 36,329 | $1.8M |
| Edgestream Partners, L.P. | 0.09% | Add +12.6% | 35,642 | $1.8M |
| Bryn Mawr Trust Advisors, LLC | 0.10% | Reduce -77.5% | 3,754 | $1.8M |
| DMC Group, LLC | 1.55% | Add +3.5% | 35,174 | $1.8M |
| Arete Wealth Advisors, LLC | 0.17% | Add +27.7% | 35,003 | $1.8M |
| Perigon Wealth Management, LLC | 0.05% | Add +73.7% | 34,984 | $1.8M |
| Cascade Financial Partners, LLC | 0.26% | — | 34,974 | $1.8M |
| OneAscent Financial Services LLC | 0.19% | Add +0.5% | 33,793 | $1.7M |
| Gerber Kawasaki Wealth & Investment Management | 0.09% | Add +1.8% | 33,370 | $1.7M |
| Davidson Investment Advisors | 0.09% | Reduce -5.7% | 33,288 | $1.7M |
| Donaldson Capital Management, LLC | 0.07% | Add +0.2% | 33,200 | $1.7M |
| AXS Investments LLC | 0.40% | Reduce -17.5% | 33,000 | $1.7M |
| Clarity Financial LLC | 0.26% | Add +21.3% | 32,954 | $1.7M |
| Moody National Bank Trust Division | 0.13% | No change | 32,941 | $1.7M |
| Kades & Cheifetz LLC | 1.07% | Add +0.4% | 32,722 | $1.7M |
| PFG Investments, LLC | 0.10% | Add +15.0% | 32,564 | $1.7M |
| Flagship Harbor Advisors, LLC | 0.11% | Reduce -26.9% | 32,215 | $1.6M |
| Union Savings Bank | 0.84% | Reduce -1.0% | 31,284 | $1.6M |
| Csenge Advisory Group | 0.09% | Add +7.9% | 30,701 | $1.6M |
| NTV Asset Management LLC | 0.24% | Add +83.5% | 30,701 | $1.6M |
| Fiduciary Trust Co | 0.02% | Add +47.9% | 30,304 | $1.5M |
| DHK Financial Advisors, Inc. | 1.09% | Add +1.0% | 30,233 | $1.5M |
| Jaffetilchin Investment Partners, LLC | 0.14% | Reduce -35.8% | 30,220 | $1.5M |
| Park Avenue Securities LLC | 0.02% | Add +47.8% | 30,116 | $1.5M |
| Independent Financial Group, LLC | 0.07% | Add +23.2% | 30,084 | $1.5M |
| D L Carlson Investment Group Inc. | 0.30% | Add +0.3% | 29,930 | $1.5M |
| Old National Bancorp | 0.04% | Reduce -6.2% | 29,784 | $1.5M |
| Blair William & Co. | 0.00% | Add +0.2% | 28,482 | $1.5M |
| Stephens Inc. | 0.02% | Add +18.4% | 28,438 | $1.5M |
| Astor Investment Management LLC | 0.57% | Reduce -59.6% | 28,161 | $1.4M |
| Eldridge Investment Advisors, Inc. | 0.37% | Add +7.2% | 28,013 | $1.4M |
| Prepared Retirement Institute LLC | 1.06% | Reduce -4.1% | 27,881 | $1.4M |
| Kanawha Capital Management LLC | 0.11% | Reduce -8.3% | 27,517 | $1.4M |
| Buckingham Strategic Wealth, LLC | 0.01% | Add +6.7% | 27,416 | $1.4M |
| Staley Capital Advisers Inc. | 0.06% | Reduce -0.4% | 27,250 | $1.4M |
| Donor Advised Charitable Giving, Inc. | 0.04% | Add +1.0% | 27,106 | $1.4M |
| Global Trust Asset Management, LLC | 0.56% | No change | 26,784 | $1.4M |
| CPR Investments Inc. | 1.04% | New | 26,648 | $1.4M |
| Anchor Capital Advisors LLC | 0.04% | No change | 26,226 | $1.3M |
| Crabel Capital Management, LLC | 1.16% | Reduce -43.2% | 26,203 | $1.3M |
| First United Bank & Trust | 0.49% | Reduce -3.5% | 26,122 | $1.3M |
| Eagle Strategies LLC | 0.30% | New | 26,009 | $1.3M |
| Outlook Wealth Advisors, LLC | 0.41% | Reduce -23.6% | 25,843 | $1.3M |
| Capital Investment Services of America, Inc. | 0.13% | No change | 25,650 | $1.3M |
| Laird Norton Wetherby Wealth Management, LLC | 0.06% | No change | 25,460 | $1.3M |
| Summit Financial, LLC | 0.08% | Add +17.0% | 25,309 | $1.3M |
| Allianz Asset Management GmbH | 0.00% | New | 25,000 | $1.3M |
| Financial Counselors Inc. | 0.02% | Add +514.7% | 24,833 | $1.3M |
| Clear Point Advisors Inc. | 1.01% | Reduce -0.8% | 23,979 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -51.6% | 23,955 | $1.2M |
| Principal Financial Group Inc. | 0.00% | Reduce -57.3% | 23,475 | $1.2M |
| Joseph P. Lucia & Associates, LLC | 0.63% | Reduce -3.0% | 23,101 | $1.2M |
| Advisor Resource Council | 0.49% | New | 22,976 | $1.2M |
| Retirement Group, LLC | 0.42% | Add +1051.5% | 22,731 | $1.2M |
| Avidian Wealth Enterprises, LLC | 0.06% | Add +7.0% | 22,646 | $1.2M |
| Western Wealth Management, LLC | 0.09% | Add +1.9% | 22,359 | $1.1M |
| Cypress Wealth Services, LLC | 0.26% | No change | 22,224 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +12.5% | 21,746 | $1.1M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -96.2% | 21,717 | $1.1M |
| Mycio Wealth Partners, LLC | 0.28% | No change | 21,482 | $1.1M |
| Forefront Analytics, LLC | 0.53% | Add +1.0% | 21,374 | $1.1M |
| Synovus Financial Corp. | 0.01% | Reduce -5.5% | 21,369 | $1.1M |
| Pinnacle Financial Partners Inc | 0.02% | Add +0.5% | 21,368 | $1.1M |
| WNY Asset Management, LLC | 0.17% | Reduce -5.0% | 21,329 | $1.1M |
| Hoylecohen, LLC | 0.08% | Add +7.3% | 21,148 | $1.1M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | No change | 21,125 | $1.1M |
| Independent Wealth Network Inc. | 0.51% | Reduce -8.2% | 21,109 | $1.1M |
| Syon Capital LLC | 0.10% | Reduce -5.6% | 21,098 | $1.1M |
| Connecticut Wealth Management, LLC | 0.06% | No change | 21,000 | $1.1M |
| Parsons Capital Management Inc. | 0.07% | Reduce -10.2% | 20,141 | $1.0M |
| Venturi Wealth Management, LLC | 0.07% | No change | 20,055 | $1.0M |
| Blue Fin Capital, Inc. | 0.22% | Add +6.6% | 19,663 | $1.0M |
| Flagstar Securities, Inc. | 0.28% | Add +20.5% | 19,498 | $996K |
| Belpointe Asset Management LLC | 0.07% | Add +95.6% | 19,019 | $971K |
| Transamerica Financial Advisors, LLC | 0.10% | New | 18,875 | $964K |
| Harbour Investments, Inc. | 0.03% | Add +2.8% | 18,835 | $962K |
| MMBG Investment Advisors Co. | 0.10% | Reduce -6.3% | 18,705 | $955K |
| J.W. Cole Advisors, Inc. | 0.05% | Add +29.3% | 18,544 | $947K |
| Rise Advisors, LLC | 0.50% | Add +1.0% | 18,373 | $938K |
| Stelac Advisory Services LLC | 0.44% | Reduce -8.5% | 18,172 | $928K |
| Townsquare Capital LLC | 0.01% | Add +3.4% | 18,117 | $925K |
| Fairview Capital Investment Management, LLC | 0.05% | Reduce -3.5% | 18,015 | $920K |
| Raymond James Trust N.A. | 0.02% | Reduce -3.7% | 17,852 | $912K |
| Nations Financial Group Inc, /Ia/ | 0.08% | Add +44.1% | 17,738 | $906K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +3.1% | 17,596 | $898K |
| Financial Partners Group, Inc | 0.14% | Reduce -3.8% | 17,438 | $890K |
| Dakota Wealth Management | 0.02% | Reduce -25.3% | 17,393 | $888K |
| Mosaic Financial Group, LLC | 0.71% | — | 17,374 | $887K |
| TriaGen Wealth Management LLC | 0.37% | New | 17,356 | $886K |
| Baker Avenue Asset Management, LP | 0.03% | Reduce -9.0% | 17,129 | $875K |
| Valmark Advisers, Inc. | 0.02% | Reduce -31.5% | 17,124 | $874K |
| Guidance Point Advisors, LLC | 0.29% | Reduce -0.5% | 16,986 | $868K |
| CENTRAL TRUST Co | 0.02% | Add +5.9% | 16,929 | $864K |
| SlateStone Wealth, LLC | 0.09% | Add +34.3% | 16,875 | $862K |
| Disciplined Investments, LLC | 0.47% | Add +2.2% | 16,814 | $859K |
| Professional Financial Advisors, LLC | 0.25% | Reduce -28.4% | 16,806 | $858K |
| Stephens Group Asset Management, LLC | 0.08% | Add +11.9% | 16,580 | $847K |
| Midwest Professional Planners, LTD. | 0.30% | Add +2.2% | 16,514 | $843K |
| Geneos Wealth Management Inc. | 0.04% | Reduce -4.8% | 16,444 | $840K |
| Cunning Capital Partners, LP | 0.45% | Add +23.1% | 16,000 | $817K |
| Quadrature Capital Ltd | 0.01% | New | 15,851 | $809K |
| Focus Partners Advisor Solutions, LLC | 0.02% | New | 15,477 | $790K |
| Keystone Wealth Services, LLC | 0.26% | Reduce -12.5% | 15,441 | $788K |
| Powell Investment Advisors, LLC | 0.40% | Reduce -7.8% | 14,997 | $766K |
| Significant Wealth Partners LLC | 0.50% | New | 14,959 | $764K |
| Gries Financial LLC | 0.13% | No change | 14,943 | $763K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -35.3% | 14,810 | $756K |
| Bard Associates Inc. | 0.27% | Reduce -2.1% | 14,791 | $755K |
| Coldstream Capital Management Inc. | 0.02% | Add +4.8% | 14,770 | $754K |
| Klaas Financial Asset Advisors, LLC | 0.15% | Reduce -4.8% | 14,762 | $754K |
| Greenup Street Wealth Management LLC | 0.19% | Reduce -9.5% | 14,523 | $742K |
| Bulltick Wealth Management, LLC | 0.15% | Add +51.2% | 14,219 | $726K |
| Wesbanco Bank Inc. | 0.03% | Reduce -4.3% | 14,190 | $725K |
| Breakwater Capital Group | 0.18% | Add +2.3% | 14,189 | $724K |
| Triumph Capital Management | 0.30% | Reduce -63.3% | 14,175 | $724K |
| Pine Valley Investments Ltd Liability Co | 0.06% | Add +58.1% | 13,926 | $711K |
| Rock Creek Group LLC | 0.09% | New | 13,750 | $702K |
| Bellwether Advisors, LLC | 0.15% | Add +0.3% | 13,696 | $699K |
| Cardiff Park Advisors, LLC | 0.07% | Add +0.2% | 13,503 | $689K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -2.6% | 13,431 | $686K |
| United Asset Strategies, Inc. | 0.07% | Add +4.6% | 13,427 | $686K |
| New Insight Wealth Advisors | 0.43% | Reduce -35.0% | 13,413 | $685K |
| MGB Wealth Management, LLC | 0.28% | No change | 13,361 | $682K |
| Jackson Creek Investment Advisors LLC | 0.24% | Add +19.1% | 13,122 | $670K |
| Western Financial Corp | 0.40% | Add +8.0% | 12,867 | $657K |
| Pettyjohn, Wood & White, Inc. | 0.13% | Reduce -0.2% | 12,866 | $657K |
| Summit Place Financial Advisors, LLC | 0.38% | No change | 12,780 | $653K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +8.4% | 12,752 | $651K |
| Blueprint Investment Partners LLC | 0.13% | Reduce -55.3% | 12,702 | $649K |
| Lebenthal Global Advisors, LLC | 0.14% | New | 12,482 | $637K |
| Benedetti & Gucer, Inc. | 0.32% | Reduce -15.7% | 12,440 | $635K |
| Realta Investment Advisors | 0.13% | Reduce -1.6% | 12,366 | $631K |
| Lido Advisors, LLC | 0.01% | Reduce -60.1% | 12,149 | $620K |
| Calton & Associates, Inc. | 0.30% | Reduce -11.6% | 12,124 | $619K |
| Integrated Advisors Network LLC | 0.03% | Reduce -4.3% | 12,105 | $618K |
| Loudon Investment Management, LLC | 0.35% | Reduce -8.1% | 11,987 | $612K |
| Register Financial Advisors LLC | 0.31% | Add +96.1% | 11,821 | $604K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +34.1% | 11,795 | $602K |
| Sowell Financial Services LLC | 0.03% | Reduce -75.0% | 11,798 | $602K |
| Ameliora Wealth Management Ltd. | 0.27% | Add +4.6% | 11,620 | $593K |
| Aveo Capital Partners, LLC | 0.06% | Reduce -0.5% | 11,630 | $592K |
| Epiq Partners, LLC | 0.39% | No change | 11,380 | $581K |
| Atlas Private Wealth Advisors | 0.19% | Reduce -35.5% | 11,370 | $581K |
| Diversify Advisory Services, LLC | 0.03% | — | 11,408 | $580K |
| Welch & Forbes LLC | 0.01% | No change | 11,225 | $573K |
| Centaurus Financial, Inc. | 0.04% | Add +87.5% | 11,225 | $573K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +94.7% | 11,060 | $565K |
| Adams Wealth Management | 0.14% | Add +173.4% | 11,028 | $563K |
| Wealth Advisory Solutions, LLC | 0.15% | New | 10,994 | $561K |
| Smithfield Trust Co | 0.03% | Reduce -60.1% | 10,948 | $558K |
| Cerity Partners LLC | 0.00% | Add +28.8% | 10,810 | $552K |
| Eagle Bay Advisors LLC | 0.34% | Reduce -1.7% | 10,654 | $544K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -0.9% | 10,525 | $537K |
| Prudential Financial Inc. | 0.00% | Reduce -53.9% | 10,333 | $528K |
| Charter Oak Capital Management, LLC | 0.06% | Reduce -29.4% | 10,262 | $524K |
| Strategic Blueprint, LLC | 0.04% | Reduce -7.1% | 10,170 | $519K |
| Frisch Financial Group, Inc. | 0.17% | Reduce -4.9% | 10,126 | $517K |
| Cherry Tree Wealth Management, LLC | 0.12% | Add +0.1% | 9,725 | $497K |
| Lincoln National Corp. | 0.01% | Reduce -15.8% | 9,421 | $481K |
| Independent Family Office, LLC | 0.26% | Reduce -9.6% | 9,420 | $481K |
| Callahan Advisors, LLC | 0.05% | New | 9,411 | $481K |
| AE Wealth Management LLC | 0.01% | Reduce -92.5% | 9,268 | $473K |
| Argus Investors' Counsel, Inc. | 0.29% | Add +0.1% | 9,209 | $470K |
| Main Street Financial Solutions, LLC | 0.05% | Add +0.1% | 9,119 | $466K |
| Merit Financial Group, LLC | 0.01% | New | 9,144 | $465K |
| Hutchinson Capital Management | 0.09% | No change | 9,109 | $465K |
| Meridian Management Co. | 0.13% | No change | 9,100 | $465K |
| Certified Advisory Corp | 0.06% | Add +6.9% | 9,079 | $464K |
| WJ Wealth Management, LLC | 0.18% | Reduce -19.2% | 8,997 | $459K |
| Sharper & Granite LLC | 0.22% | No change | 9,000 | $458K |
| Hohimer Wealth Management, LLC | 0.11% | Add +0.7% | 8,901 | $454K |
| Northwest Bancshares, Inc. | 0.07% | Reduce -7.4% | 8,814 | $450K |
| Allianz SE | 0.01% | — | 8,538 | $436K |
| Fortis Capital Advisors, LLC | 0.18% | New | 8,527 | $435K |
| Lifeworks Advisors, LLC | 0.12% | New | 8,343 | $426K |
| Mattern Capital Management, LLC | 0.06% | Reduce -0.5% | 8,327 | $425K |
| Ausdal Financial Partners, Inc. | 0.05% | New | 8,147 | $416K |
| Thompson Davis & Co., Inc. | 0.27% | Reduce -7.4% | 7,945 | $406K |
| Clay Northam Wealth Management, LLC | 0.32% | No change | 7,890 | $403K |
| Vicus Capital | 0.04% | Add +5.4% | 7,864 | $402K |
| First International Bank & Trust | 0.14% | No change | 7,742 | $395K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +2.2% | 7,701 | $393K |
| Kraft, Davis & Associates, LLC | 0.12% | No change | 7,635 | $389K |
| Continental Investors Services, Inc. | 0.92% | Add +2.3% | 7,607 | $387K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 7,471 | $381K |
| Keel Point, LLC | 0.04% | Reduce -12.2% | 7,441 | $380K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.03% | Reduce -0.1% | 7,428 | $379K |
| First Heartland Consultants, Inc. | 0.04% | New | 7,416 | $379K |
| Archer Investment Corp | 0.11% | No change | 7,375 | $377K |
| StoneX Group Inc. | 0.03% | Reduce -6.9% | 7,316 | $374K |
| Mutual Advisors, LLC | 0.01% | Reduce -36.8% | 7,316 | $374K |
| Embree Financial Group | 0.07% | Reduce -4.0% | 7,284 | $372K |
| Tidemark, LLC | 0.20% | No change | 7,104 | $363K |
| IHT Wealth Management, LLC | 0.01% | Reduce -36.3% | 7,027 | $359K |
| BTS Asset Management, Inc. | 0.30% | Add +7.2% | 7,020 | $358K |
| Alpha Omega Wealth Management LLC | 0.07% | No change | 6,990 | $357K |
| Dentgroup LLC | 0.29% | Add +1.0% | 6,799 | $347K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +12.6% | 6,771 | $346K |
| Spire Wealth Management | 0.01% | Reduce -9.1% | 6,758 | $345K |
| SVB Wealth LLC | 0.01% | Reduce -7.6% | 6,713 | $343K |
| Ascent Group, LLC | 0.03% | Reduce -9.3% | 6,507 | $332K |
| Meitav Investment House Ltd. | 0.01% | Reduce -27.3% | 6,404 | $327K |
| Principal Securities, Inc. | 0.01% | Add +122.8% | 6,313 | $322K |
| Chilton Capital Management LLC | 0.02% | No change | 6,260 | $320K |
| Patriot Investment Management Group, Inc. | 0.03% | Reduce -12.0% | 6,216 | $317K |
| Fortitude Advisory Group L.L.C. | 0.18% | Reduce -2.8% | 6,215 | $317K |
| Ramiah Investment Group | 0.30% | Reduce -5.5% | 6,188 | $316K |
| Summit Asset Management, LLC | 0.04% | No change | 6,164 | $315K |
| SpiderRock Advisors, LLC | 0.01% | — | 6,151 | $314K |
| Headinvest, LLC | 0.06% | New | 6,120 | $312K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | No change | 6,100 | $311K |
| SteelPeak Wealth, LLC | 0.02% | Add +19.5% | 6,085 | $311K |
| LexAurum Advisors, LLC | 0.08% | Reduce -1.8% | 6,082 | $311K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -21.3% | 6,000 | $306K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 6,000 | $306K |
| Ceeto Capital Group, LLC | 0.13% | No change | 6,000 | $306K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -5.0% | 5,958 | $304K |
| FSA Advisors, Inc. | 0.33% | New | 5,957 | $304K |
| Peddock Capital Advisors, LLC | 0.08% | No change | 5,940 | $303K |
| WBH Advisory Inc. | 0.03% | No change | 5,938 | $303K |
| City State Bank | 0.13% | Add +0.3% | 5,900 | $301K |
| Haverford Financial Services, Inc. | 0.09% | Reduce -1.4% | 5,880 | $300K |
| Narus Financial Partners, LLC | 0.13% | New | 5,773 | $295K |
| First National Corp. /Ma/ | 0.07% | No change | 5,793 | $293K |
| ARK & TLK Investments, LLC | 0.11% | Reduce -43.5% | 5,736 | $293K |
| Invesco Ltd. | 0.00% | Reduce -24.6% | 5,721 | $292K |
| Greystone Financial Group, LLC | 0.06% | Reduce -98.3% | 5,681 | $290K |
| Howard Wealth Management, LLC | 0.23% | Reduce -11.4% | 5,659 | $289K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 5,640 | $288K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +5.5% | 5,630 | $287K |
| Focus Financial Network, Inc. | 0.01% | — | 5,543 | $283K |
| Schmidt P J Investment Management Inc. | 0.05% | New | 5,362 | $274K |
| Clarus Wealth Advisors | 0.15% | No change | 5,355 | $273K |
| Naples Global Advisors, LLC | 0.03% | Add +3.9% | 5,280 | $270K |
| Coppell Advisory Solutions Corp. | 0.05% | — | 5,186 | $265K |
| Revisor Wealth Management LLC | 0.12% | Add +8.5% | 5,186 | $264K |
| Inlet Private Wealth, LLC | 0.07% | Reduce -0.2% | 5,150 | $263K |
| Banque Cantonale Vaudoise | 0.01% | Add +35.9% | 5,135 | $262K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -1.4% | 5,101 | $260K |
| Prospera Financial Services Inc | 0.01% | Reduce -6.6% | 5,093 | $260K |
| Mandatum Life Insurance Co Ltd | 0.09% | No change | 5,060 | $258K |
| Addison Advisors LLC | 0.09% | No change | 5,050 | $258K |
| Wealthstar Advisors, LLC | 0.09% | No change | 5,035 | $257K |
| FMR LLC | 0.00% | Reduce -33.0% | 5,023 | $256K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -16.9% | 5,020 | $256K |
| Financial Life Advisors | 0.11% | Add +0.3% | 5,004 | $256K |
| Middleton & Co. Inc. | 0.03% | No change | 5,000 | $255K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 4,950 | $253K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -5.7% | 4,924 | $251K |
| Interactive Financial Advisors, Inc. | 0.14% | Reduce -75.4% | 4,873 | $249K |
| Seaside Wealth Management, Inc. | 0.11% | Add +1.0% | 4,852 | $248K |
| CFM Wealth Partners LLC | 0.05% | No change | 4,850 | $248K |
| CoreCap Advisors, LLC | 0.01% | Add +9.7% | 4,809 | $246K |
| Koshinski Asset Management, Inc. | 0.02% | New | 4,703 | $240K |
| RBA Wealth Management, LLC | 0.10% | Reduce -2.6% | 4,648 | $237K |
| Summit Financial Group, Inc. | 0.08% | Reduce -47.4% | 4,585 | $234K |
| Insight Advisors, LLC/ PA | 0.05% | Reduce -11.1% | 4,570 | $233K |
| Whittier Trust Co. | 0.00% | Reduce -78.3% | 4,555 | $233K |
| TrueWealth Advisors, LLC | 0.09% | No change | 4,540 | $232K |
| Investment Advisory Group, LLC | 0.10% | No change | 4,498 | $230K |
| First Horizon Advisors, Inc. | 0.01% | Add +616.0% | 4,489 | $229K |
| KPP Advisory Services LLC | 0.06% | New | 4,450 | $227K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -10.7% | 4,429 | $226K |
| Ellis Investment Partners, LLC | 0.05% | Reduce -9.5% | 4,426 | $226K |
| First Manhattan Co. Llc. | 0.00% | No change | 4,395 | $224K |
| Eagle Rock Investment Company, LLC | 0.04% | New | 4,354 | $222K |
| Founders Financial Securities LLC | 0.02% | New | 4,344 | $222K |
| Schrum Private Wealth Management LLC | 0.20% | No change | 4,342 | $222K |
| Private Trust Co. NA | 0.02% | Add +5.9% | 4,334 | $221K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Add +0.5% | 4,326 | $221K |
| Elevate Wealth Advisory, Inc. | 0.19% | Reduce -45.3% | 4,262 | $218K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 4,252 | $217K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -41.0% | 4,180 | $213K |
| Summit Wealth Partners, LLC | 0.05% | No change | 4,176 | $213K |
| Park Place Capital Corp | 0.08% | Reduce -8.8% | 4,155 | $212K |
| Laurel Wealth Advisors LLC | 0.04% | No change | 4,115 | $210K |
| Renasant Bank | 0.15% | No change | 4,079 | $208K |
| McAdam, LLC | 0.01% | Reduce -28.0% | 4,028 | $206K |
| Parallel Advisors, LLC | 0.01% | Reduce -13.3% | 4,011 | $205K |
| Unionview, LLC | 0.17% | Reduce -11.1% | 4,011 | $205K |
| Ancora Advisors LLC | 0.00% | Add +5.5% | 4,010 | $205K |
| Private Wealth Partners, LLC | 0.02% | Reduce -73.3% | 4,000 | $204K |
| Waverly Advisors, LLC | 0.00% | New | 3,965 | $202K |
| Southland Equity Partners LLC | 0.06% | Reduce -5.5% | 3,935 | $201K |
| Crane Advisory, LLC | 0.04% | New | 3,936 | $200K |
| Capital Advisors, Ltd. LLC | 0.03% | Add +0.7% | 3,839 | $196K |
| Horizon Investments, LLC | 0.01% | Add +322.4% | 3,810 | $193K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +8.0% | 3,695 | $189K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.07% | Add +152.2% | 3,548 | $181K |
| Heck Capital Advisors, LLC | 0.03% | Add +1.0% | 3,526 | $180K |
| Y.D. More Investments Ltd | 0.03% | No change | 24,500 | $171K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.06% | New | 3,243 | $166K |
| Sachetta, LLC | 0.07% | No change | 3,100 | $157K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -76.3% | 3,054 | $157K |
| Creative Financial Designs Inc. | 0.01% | Reduce -54.9% | 2,657 | $136K |
| Aptus Capital Advisors, LLC | 0.00% | Add +10695.6% | 2,483 | $127K |
| Continuum Advisory, LLC | 0.02% | Reduce -47.8% | 2,414 | $123K |
| Westside Investment Management, Inc. | 0.03% | No change | 2,353 | $120K |
| Hexagon Capital Partners LLC | 0.03% | No change | 2,300 | $117K |
| Cove Street Capital, LLC | 0.04% | No change | 2,200 | $112K |
| West Branch Capital LLC | 0.04% | Add +1.0% | 2,141 | $109K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 2,000 | $102K |
| Capital Analysts, LLC | 0.00% | Reduce -38.3% | 1,975 | $101K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -1.3% | 1,971 | $101K |
| LRI Investments, LLC | 0.03% | — | 1,960 | $100K |
| PFG Private Wealth Management, LLC | 0.06% | No change | 1,954 | $100K |
| Gables Capital Management Inc. | 0.05% | New | 1,946 | $99K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 1,890 | $97K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,774 | $91K |
| Front Row Advisors LLC | 0.03% | Add +15.1% | 1,696 | $87K |
| Global Assets Advisory, LLC | 0.05% | New | 1,635 | $83K |
| Sanctuary Wealth Management, L.L.C. | 0.06% | Reduce -23.1% | 1,332 | $68K |
| St Germain D J Co. Inc. | 0.00% | No change | 1,327 | $68K |
| Founders Financial Alliance, LLC | 0.02% | New | 1,284 | $66K |
| Caldwell Trust Co | 0.01% | Reduce -36.3% | 1,257 | $64K |
| LGT Financial Advisors LLC | 0.07% | Add +0.9% | 1,222 | $62K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 1,129 | $57K |
| Sugarloaf Wealth Management, LLC | 0.01% | Add +0.9% | 1,093 | $56K |
| Rogco, LP | 0.02% | No change | 1,030 | $53K |
| Blue Trust, Inc. | 0.00% | Add +10100.0% | 1,020 | $52K |
| IFS Advisors, LLC | 0.04% | No change | 1,000 | $51K |
| BBJS Financial Advisors, LLC | 0.02% | No change | 994 | $51K |
| Fifth Third Bancorp | 0.00% | Reduce -56.7% | 981 | $50K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 895 | $46K |
| Arax Advisory Partners | 0.00% | Reduce -11.7% | 707 | $36K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -4.1% | 702 | $36K |
| Hollencrest Capital Management | 0.00% | No change | 687 | $35K |
| Pineridge Advisors LLC | 0.01% | Add +172.0% | 680 | $35K |
| WealthShield Partners, LLC | 0.01% | New | 640 | $33K |
| Spectrum Wealth Counsel, LLC | 0.00% | Add +5.8% | 634 | $32K |
| Elevation Wealth Partners, LLC | 0.02% | Reduce -22.8% | 595 | $30K |
| Boyd Watterson Asset Management LLC | 0.01% | Add +38.4% | 588 | $30K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 588 | $30K |
| ICA Group Wealth Management, LLC | 0.01% | Add +31.6% | 554 | $28K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 509 | $26K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 500 | $26K |
| Jones Financial Companies LLLP | 0.00% | New | 500 | $26K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 498 | $25K |
| North Star Investment Management Corp. | 0.00% | No change | 490 | $25K |
| Financial Freedom, LLC | 0.01% | Add +0.8% | 473 | $24K |
| Bell Investment Advisors, Inc | 0.00% | Add +45.2% | 427 | $22K |
| Delta Asset Management LLC | 0.00% | No change | 425 | $22K |
| National Bank of Canada | 0.00% | No change | 384 | $20K |
| Future Financial Wealth Managment LLC | 0.01% | New | 379 | $19K |
| Caitlin John, LLC | 0.01% | Reduce -34.7% | 358 | $18K |
| Friedenthal Financial | 0.01% | Add +5.1% | 351 | $18K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -22.4% | 325 | $17K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 313 | $16K |
| Northwest Capital Management Inc | 0.00% | No change | 295 | $15K |
| Kelly Financial Services LLC | 0.01% | Add +1.1% | 280 | $14K |
| Asset Dedication, LLC | 0.00% | No change | 281 | $14K |
| Voisard Asset Management Group, Inc. | 0.01% | No change | 213 | $11K |
| Indiana Trust & Investment Management Co | 0.00% | Reduce -33.3% | 200 | $10K |
| Tsfg, LLC | 0.00% | Reduce -29.0% | 196 | $10K |
| Covestor Ltd | 0.01% | Reduce -47.1% | 157 | $8K |
| Penserra Capital Management LLC | 0.00% | Add +2.7% | 150 | $7K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.00% | Add +0.8% | 125 | $6K |
| Perkins Coie Trust Co | 0.00% | No change | 125 | $6K |
| Richardson Financial Services Inc. | 0.00% | Add +10.8% | 123 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 120 | $6K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 127 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.9% | 108 | $5K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 100 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 98 | $5K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 79 | $4K |
| Provident Wealth Management, LLC | 0.00% | Reduce -33.7% | 63 | $3K |
| Quintet Private Bank (Europe) S.A. | 0.00% | Reduce -12.9% | 54 | $3K |
| Impact Partnership Wealth, LLC | 0.00% | No change | 50 | $3K |
| Lanark Financial, Inc. | 0.00% | Reduce -89.9% | 56 | $2K |
| Global Financial Private Client, LLC | 0.00% | Reduce -99.5% | 26 | $1K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 25 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 15 | $1K |
| Key Financial Inc | 0.00% | No change | 19 | $970 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 5 | $246 |
| Bear Mountain Capital, Inc. | 0.00% | No change | 4 | $204 |
| Atticus Wealth Management, LLC | 0.00% | Reduce -92.3% | 1 | $58 |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -99.5% | 1 | $0 |
"% of holder's portfolio" is FLOT's weight in each manager's 13F, not the share of iShares Floating Rate Bond E the manager owns.