iShares Floating Rate Bond EFLOTETF
13F holders, Q2 2024 (June 30)623holders +22
53new positions
38sold out
1famous investor
$50.98avg. 13F price*
At the end of Q2 2024, 623 institutions reported holding iShares Floating Rate Bond E (FLOT) in their 13F filings, up 22 from Q1 2024. 53 opened new positions and 38 sold out. The largest holders were Bank of America Corp. ($399.8M), Northern Trust Corp. ($266.2M) and BlackRock Inc. ($246.4M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $46.2M |
| Exits | 38 | $39.2M |
All 13F filers, Q1 2024 → Q2 2024: 9,632,782 shares bought and 6,345,896 shares sold, net +3,286,886 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 623 holders
| Bank of America Corp. | 0.04% | Add +9.1% | 7,825,249 | $399.8M |
| Northern Trust Corp. | 0.04% | Add +24.6% | 5,209,796 | $266.2M |
| BlackRock Inc. | 0.01% | Reduce -14.3% | 4,823,677 | $246.4M |
| Morgan Stanley | 0.02% | Add +9.2% | 4,620,296 | $236.1M |
| Franklin Resources Inc. | 0.06% | Add +3.5% | 3,605,326 | $184.2M |
| LPL Financial LLC | 0.09% | Add +9.3% | 3,496,186 | $178.6M |
| UBS Group AG | 0.04% | Reduce -2.8% | 2,689,038 | $137.4M |
| New York Life Investment Management LLC | 1.32% | Reduce -7.6% | 2,573,228 | $131.5M |
| Wells Fargo & Company | 0.03% | Add +7.3% | 2,429,922 | $124.1M |
| Assetmark, Inc. | 0.38% | Add +1.2% | 2,375,122 | $121.3M |
| PNC Financial Services Group, Inc. | 0.08% | Reduce -0.8% | 2,343,771 | $119.7M |
| Glenview Trust Co | 2.27% | Add +11.8% | 2,211,852 | $113.0M |
| Envestnet Asset Management Inc. | 0.04% | Add +12.3% | 1,968,004 | $100.5M |
| Royal Bank of Canada | 0.02% | Add +6.3% | 1,599,936 | $81.7M |
| Renaissance Technologies | 0.13% | Reduce -0.1% | 1,454,300 | $74.3M |
| HSBC Holdings PLC | 0.04% | Add +18.3% | 1,259,703 | $64.4M |
| Ameriprise Financial Inc. | 0.02% | Reduce -11.4% | 1,185,749 | $60.6M |
| Haverford Trust Co | 0.62% | Reduce -2.9% | 1,151,755 | $58.8M |
| TRUE Private Wealth Advisors | 6.60% | Add +39.6% | 1,140,216 | $58.3M |
| DAVENPORT & Co LLC | 0.35% | Add +1.2% | 1,081,646 | $55.3M |
| Crane Advisory, LLC | 9.65% | Add +24865.5% | 982,642 | $50.0M |
| Cetera Investment Advisers | 0.11% | Add +13.8% | 975,934 | $49.9M |
| Flputnam Investment Management Co. | 0.91% | Reduce -4.6% | 949,878 | $48.5M |
| Truist Financial Corp. | 0.07% | Reduce -1.1% | 890,570 | $45.5M |
| Barings LLC | 1.09% | Reduce -1.6% | 870,000 | $44.4M |
| Angeles Investment Advisors, LLC | 2.19% | Reduce -43.5% | 842,000 | $43.0M |
| 1832 Asset Management L.P. | 0.07% | Add +1.8% | 766,924 | $39.2M |
| Demars Financial Group, LLC | 18.03% | Reduce -1.4% | 736,303 | $37.6M |
| MML Investors Services, LLC | 0.14% | Add +2.1% | 697,727 | $35.6M |
| NewEdge Advisors, LLC | 0.25% | Add +22.7% | 683,157 | $34.9M |
| Towercrest Capital Management | 5.51% | Add +5.1% | 654,748 | $33.5M |
| Trustmark Bank Trust Department | 2.68% | Add +3.2% | 653,973 | $33.4M |
| Diversified Portfolios, Inc. | 4.16% | Add +60.4% | 617,966 | $31.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.3% | 603,635 | $30.8M |
| Osaic Holdings, Inc. | 0.07% | Reduce -13.9% | 584,431 | $29.9M |
| NorthCoast Asset Management LLC | 0.25% | Add +4.6% | 569,726 | $29.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.30% | Add +18.4% | 552,979 | $28.3M |
| Modera Wealth Management, LLC | 0.41% | Reduce -7.0% | 539,374 | $27.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.3% | 465,088 | $23.8M |
| Destination Wealth Management | 0.78% | Reduce -0.1% | 464,156 | $23.7M |
| Stifel Financial Corp. | 0.03% | Add +23.5% | 452,347 | $23.1M |
| Captrust Financial Advisors | 0.07% | Add +12.8% | 437,507 | $22.4M |
| Cape Cod Five Cents Savings Bank | 2.16% | Reduce -3.2% | 436,382 | $22.3M |
| Willis Johnson & Associates, Inc. | 1.71% | Add +9.1% | 409,278 | $20.9M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +11.0% | 406,856 | $20.8M |
| Comerica Bank | 0.08% | Add +406.1% | 365,835 | $18.7M |
| Sigma Planning Corp | 0.57% | Reduce -4.5% | 354,437 | $18.1M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -3.8% | 328,883 | $16.8M |
| LJI Wealth Management, LLC | 3.72% | Add +6.0% | 328,860 | $16.8M |
| Atria Wealth Solutions, Inc. | 0.18% | Reduce -5.6% | 325,187 | $16.6M |
| Mariner, LLC | 0.03% | Add +2.5% | 315,751 | $16.1M |
| Raymond James & Associates | 0.01% | Reduce -1.2% | 315,638 | $16.1M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +0.0% | 310,182 | $15.8M |
| TCP Asset Management, LLC | 3.87% | Add +5.1% | 299,580 | $15.3M |
| Rezny Wealth Management, Inc. | 3.85% | Reduce -20.0% | 281,979 | $14.4M |
| HighTower Advisors, LLC | 0.02% | Add +16.8% | 272,010 | $13.9M |
| OneDigital Investment Advisors LLC | 0.17% | Add +17.1% | 270,514 | $13.8M |
| Betterment LLC | 0.03% | Add +7.7% | 257,157 | $13.1M |
| US Bancorp \de | 0.02% | Add +8.1% | 256,349 | $13.1M |
| Semmax Financial Advisors Inc. | 3.91% | Add +7.6% | 255,753 | $13.0M |
| Toronto Dominion Bank | 0.02% | New | 250,000 | $12.8M |
| Occidental Asset Management, LLC | 2.19% | Add +5.9% | 244,367 | $12.5M |
| Alliance Wealth Management Group | 3.55% | Add +5.5% | 243,623 | $12.4M |
| Proficio Capital Partners LLC | 1.29% | Add +69.2% | 240,768 | $12.3M |
| Cwm, LLC | 0.06% | Reduce -3.2% | 239,519 | $12.2M |
| Beacon Financial Group | 1.38% | Reduce -5.6% | 237,386 | $12.1M |
| Cascade Wealth Advisors, Inc | 8.88% | Add +17.6% | 235,224 | $12.0M |
| Scotia Capital Inc. | 0.07% | Add +48.1% | 233,956 | $12.0M |
| Colonial Trust Advisors | 1.14% | Add +9.3% | 233,416 | $11.9M |
| McMorgan & Co. LLC | 1.87% | Add +32.5% | 230,700 | $11.8M |
| Probity Advisors, Inc. | 2.31% | Reduce -13.8% | 218,091 | $11.1M |
| Ifrah Financial Services, Inc. | 2.99% | Add +2.2% | 206,627 | $10.6M |
| Cary Street Partners Investment Advisory LLC | 0.42% | Add +2.2% | 204,681 | $10.5M |
| Janney Montgomery Scott LLC | 0.03% | Add +9.4% | 204,518 | $10.4M |
| Monumental Financial Group Inc. | 4.45% | Add +86.9% | 199,704 | $10.2M |
| Outlook Wealth Advisors, LLC | 3.17% | Add +15.2% | 29,780 | $10.2M |
| Capital Market Strategies LLC | 6.31% | Add +118.1% | 194,637 | $9.9M |
| Courier Capital LLC | 0.79% | Reduce -5.9% | 193,440 | $9.9M |
| United Capital Financial Advisors, LLC | 0.08% | Add +0.6% | 191,828 | $9.8M |
| RFG Advisory, LLC | 0.31% | Reduce -6.0% | 186,820 | $9.5M |
| Guggenheim Capital LLC | 0.07% | Add +14.2% | 186,695 | $9.5M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -20.4% | 183,285 | $9.4M |
| Rwa Wealth Partners, LLC | 0.12% | Reduce -4.6% | 175,644 | $9.0M |
| WESCAP Management Group, Inc. | 2.50% | Add +2.0% | 172,549 | $8.8M |
| Ssi Investment Management LLC | 3.47% | Reduce -1.0% | 171,684 | $8.8M |
| Avior Wealth Management, LLC | 0.38% | Add +105.0% | 171,157 | $8.7M |
| Carmel Capital Partners, LLC | 3.58% | Add +11.2% | 166,401 | $8.5M |
| Windsor Capital Management, LLC | 2.60% | Add +1.4% | 164,679 | $8.4M |
| James Investment Research, Inc. | 1.00% | Reduce -0.8% | 164,615 | $8.4M |
| Citigroup Inc. | 0.01% | Add +0.1% | 164,013 | $8.4M |
| Castle Rock Wealth Management, LLC | 2.09% | Reduce -9.4% | 164,197 | $8.4M |
| MBM Wealth Consultants, LLC | 2.81% | Reduce -2.4% | 161,721 | $8.2M |
| Kestra Advisory Services, LLC | 0.05% | Add +4.6% | 159,760 | $8.2M |
| Advocacy Wealth Management, LLC | 0.67% | Reduce -83.1% | 158,135 | $8.1M |
| 5th Street Advisors, LLC | 4.09% | Add +84.8% | 152,970 | $7.8M |
| Grey Ledge Advisors, LLC | 2.13% | Add +8.2% | 152,584 | $7.8M |
| First American Trust, FSB | 0.78% | Add +12.5% | 151,401 | $7.7M |
| Rosenblum Silverman Sutton S F Inc. | 2.06% | Add +1.9% | 150,750 | $7.7M |
| Peapack Gladstone Financial Corp. | 0.12% | Reduce -5.8% | 149,675 | $7.6M |
| CreativeOne Wealth, LLC | 0.39% | Reduce -7.3% | 149,449 | $7.6M |
| Sierra Capital LLC | 1.00% | Add +8.4% | 146,980 | $7.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +13.6% | 146,528 | $7.5M |
| Piedmont Capital Management, LLC | 5.05% | No change | 146,264 | $7.4M |
| Perennial Advisors, LLC | 1.66% | Add +0.1% | 144,709 | $7.4M |
| Equitable Holdings, Inc. | 0.08% | Add +16.7% | 143,661 | $7.3M |
| Hoge Financial Services, LLC | 5.88% | Add +3.5% | 140,473 | $7.2M |
| Single Point Partners, LLC | 12.14% | Add +2.1% | 138,838 | $7.1M |
| Orange Investment Advisors, Inc. | 0.92% | Add +3.0% | 139,723 | $7.1M |
| Greystone Financial Group, LLC | 1.36% | Add +2294.3% | 136,023 | $6.9M |
| Paces Ferry Wealth Advisors, LLC | 4.17% | Add +7.5% | 135,361 | $6.9M |
| Mutual Advisors, LLC | 0.20% | Add +1692.6% | 131,149 | $6.7M |
| Oppenheimer & Co. Inc. | 0.11% | Reduce -1.9% | 131,070 | $6.7M |
| Natixis Advisors, LLC | 0.01% | Reduce -2.7% | 130,472 | $6.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -7.6% | 127,865 | $6.5M |
| Waterloo Capital, L.P. | 0.78% | Add +101.8% | 126,920 | $6.5M |
| Chatham Capital Group, Inc. | 1.11% | Add +6.2% | 125,022 | $6.4M |
| Private Advisor Group, LLC | 0.04% | Add +7.1% | 124,734 | $6.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.06% | Add +51.2% | 124,295 | $6.4M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +3.8% | 122,905 | $6.3M |
| Chesley Taft & Associates LLC | 0.31% | Add +7.5% | 122,350 | $6.3M |
| Obsidian Personal Planning Solutions LLC | 3.78% | Add +6.1% | 121,164 | $6.2M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +4.3% | 119,260 | $6.1M |
| CIBC Private Wealth Group LLC | 0.01% | Add +2.7% | 118,700 | $6.0M |
| Kesler, Norman & Wride, LLC | 1.28% | Add +11.4% | 117,919 | $6.0M |
| Toews Corp. | 0.99% | Reduce -7.6% | 117,337 | $6.0M |
| Capital Advisory Group Advisory Services, LLC | 2.56% | Add +11.6% | 117,226 | $6.0M |
| Fca Corp. | 1.85% | Add +0.6% | 113,108 | $5.8M |
| Banco Santander, S.A. | 0.07% | Add +24.7% | 111,760 | $5.7M |
| Colonial Trust Co / SC | 1.00% | Add +2.2% | 111,000 | $5.7M |
| GeoWealth Management, LLC | 0.25% | New | 110,902 | $5.7M |
| Financial Advocates Investment Management | 0.35% | Add +147.2% | 110,324 | $5.6M |
| Allworth Financial LP | 0.04% | Reduce -23.5% | 108,384 | $5.5M |
| Mowery & Schoenfeld Wealth Management, LLC | 7.89% | Add +25.6% | 107,586 | $5.5M |
| Central Pacific Bank - Trust Division | 0.68% | Add +23.7% | 106,731 | $5.5M |
| Hartline Investment Corp./ | 0.71% | Add +26.2% | 103,731 | $5.3M |
| Beirne Wealth Consulting Services, LLC | 2.06% | Add +5.3% | 99,804 | $5.1M |
| Weaver Consulting Group | 1.75% | Add +12.2% | 98,133 | $5.0M |
| Private Advisory Group LLC | 0.65% | Add +42.6% | 96,926 | $5.0M |
| Buska Wealth Management, LLC | 1.97% | Add +20.2% | 96,900 | $5.0M |
| Wintrust Investments LLC | 0.40% | Reduce -0.4% | 96,332 | $4.9M |
| Sanctuary Advisors, LLC | 0.03% | — | 90,867 | $4.6M |
| Penobscot Investment Management Company, Inc. | 0.45% | Reduce -0.5% | 90,549 | $4.6M |
| Guidance Capital, Inc. | 1.48% | Add +4.3% | 88,375 | $4.5M |
| Schechter Investment Advisors, LLC | 0.34% | Add +2.4% | 87,336 | $4.5M |
| AdvisorNet Financial, Inc | 0.40% | Reduce -0.7% | 87,198 | $4.5M |
| White Pine Capital LLC | 1.68% | Add +4.7% | 86,894 | $4.4M |
| Independent Financial Group, LLC | 0.18% | Add +188.7% | 86,859 | $4.4M |
| Composition Wealth, LLC | 0.11% | Add +15.5% | 86,640 | $4.4M |
| US Financial Advisors, LLC | 1.48% | Add +7.7% | 86,217 | $4.4M |
| Friedenthal Financial | 2.71% | Add +24109.4% | 84,975 | $4.3M |
| Trek Financial, LLC | 0.34% | Add +6.0% | 84,536 | $4.3M |
| Blueprint Investment Partners LLC | 0.93% | Add +565.2% | 84,490 | $4.3M |
| Sax Wealth Advisors, LLC | 0.41% | Add +9.6% | 83,824 | $4.3M |
| Advisory Services Network, LLC | 0.09% | Add +0.6% | 83,077 | $4.2M |
| Weitzel Financial Services, Inc. | 2.11% | Add +2.2% | 83,017 | $4.2M |
| Creative Planning | 0.00% | Reduce -20.1% | 80,896 | $4.1M |
| Visionary Wealth Advisors | 0.27% | Add +3.4% | 80,558 | $4.1M |
| Regal Investment Advisors LLC | 0.27% | Add +2.6% | 80,223 | $4.1M |
| Cibc World Market Inc. | 0.01% | Add +7.3% | 79,315 | $4.1M |
| Shira Ridge Wealth Management | 2.23% | Add +1.9% | 78,443 | $4.0M |
| Canal Insurance CO | 1.05% | No change | 78,000 | $4.0M |
| Cadence Bank | 0.30% | Add +14.3% | 77,201 | $3.9M |
| Compound Planning, Inc. | 0.29% | Add +31.2% | 76,221 | $3.9M |
| Scarborough Advisors, LLC | 1.59% | Reduce -2.5% | 75,680 | $3.9M |
| Glass Jacobson Investment Advisors llc | 1.40% | Add +4.3% | 75,038 | $3.8M |
| Hilltop Holdings Inc. | 0.44% | Add +70.6% | 73,528 | $3.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +11.9% | 73,244 | $3.7M |
| Insight Wealth Strategies, LLC | 0.53% | Add +8.8% | 72,484 | $3.7M |
| EverSource Wealth Advisors, LLC | 0.24% | Add +5.5% | 70,867 | $3.6M |
| First Hawaiian Bank | 0.12% | Reduce -15.4% | 70,265 | $3.6M |
| Legacy Capital Wealth Partners, LLC | 0.91% | New | 69,863 | $3.6M |
| Mgo One Seven LLC | 0.17% | Reduce -3.5% | 69,561 | $3.6M |
| Darden Wealth Group Inc | 2.14% | Reduce -0.3% | 69,348 | $3.5M |
| NewEdge Wealth, LLC | 0.07% | Add +1.2% | 66,315 | $3.4M |
| Dohj, LLC | 0.85% | Add +37.6% | 66,247 | $3.4M |
| Virtue Capital Management, LLC | 0.58% | Add +4.2% | 66,223 | $3.4M |
| LaFleur & Godfrey LLC | 0.50% | Reduce -2.5% | 66,102 | $3.4M |
| Baird Financial Group, Inc. | 0.01% | Add +26.2% | 65,951 | $3.4M |
| Verdence Capital Advisors LLC | 0.29% | Reduce -4.6% | 63,320 | $3.2M |
| Bryn Mawr Trust Advisors, LLC | 0.18% | Add +1587.8% | 63,360 | $3.2M |
| Virtus Family Office LLC | 4.24% | Add +30.2% | 60,936 | $3.1M |
| Princeton Global Asset Management LLC | 0.67% | Add +1.1% | 59,260 | $3.0M |
| Riggs Asset Managment Co. Inc. | 0.89% | Reduce -2.8% | 58,330 | $3.0M |
| Cascade Financial Partners, LLC | 0.39% | Add +64.5% | 57,517 | $2.9M |
| Axxcess Wealth Management, LLC | 0.08% | Reduce -6.7% | 56,822 | $2.9M |
| Capital Asset Advisory Services LLC | 0.16% | Add +1.6% | 56,822 | $2.9M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -1.2% | 54,835 | $2.8M |
| Clearstead Advisors, LLC | 0.05% | New | 54,021 | $2.8M |
| Arkadios Wealth Advisors | 0.18% | Reduce -27.6% | 52,977 | $2.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.30% | Reduce -0.8% | 52,289 | $2.7M |
| Eldridge Investment Advisors, Inc. | 0.67% | Add +86.6% | 52,281 | $2.7M |
| AlphaStar Capital Management, LLC | 0.24% | New | 51,892 | $2.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.6% | 51,487 | $2.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -37.4% | 51,301 | $2.6M |
| BNP Paribas Financial Markets | 0.00% | Reduce -36.0% | 49,659 | $2.5M |
| WealthTrust Asset Management, LLC | 1.83% | Reduce -64.7% | 48,945 | $2.5M |
| Brookstone Capital Management | 0.04% | Reduce -5.1% | 48,155 | $2.5M |
| Snowden Capital Advisors LLC | 0.07% | Add +0.1% | 47,887 | $2.4M |
| ORG Partners LLC | 0.30% | New | 48,092 | $2.4M |
| Eagle Global Advisors LLC | 0.13% | Add +9.5% | 47,618 | $2.4M |
| Alpha Cubed Investments, LLC | 0.12% | Reduce -6.6% | 47,551 | $2.4M |
| Bigelow Investment Advisors, LLC | 1.11% | Add +2.4% | 45,553 | $2.3M |
| Bank of Montreal | 0.00% | Reduce -28.8% | 45,422 | $2.3M |
| Regions Financial Corp. | 0.02% | Add +2.4% | 45,126 | $2.3M |
| D.A. Davidson & Co. | 0.02% | Add +5.3% | 44,467 | $2.3M |
| PFG Advisors | 0.15% | Add +17.7% | 44,394 | $2.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.11% | Add +30.0% | 43,369 | $2.2M |
| Arete Wealth Advisors, LLC | 0.18% | Add +23.5% | 43,230 | $2.2M |
| Vectors Research Management, LLC | 0.67% | Reduce -15.8% | 42,397 | $2.2M |
| Principal Financial Group Inc. | 0.00% | Add +79.2% | 42,075 | $2.1M |
| Destiny Wealth Partners, LLC | 0.39% | Reduce -2.1% | 42,013 | $2.1M |
| Cresset Asset Management, LLC | 0.01% | Reduce -18.5% | 41,854 | $2.1M |
| Guardian Wealth Advisors, LLC / NC | 0.25% | Add +12.6% | 41,837 | $2.1M |
| Waller Financial Planning Group, Inc. | 0.57% | Reduce -11.1% | 41,759 | $2.1M |
| Farther Finance Advisors, LLC | 0.10% | Add +13.9% | 41,376 | $2.1M |
| ETF Store, Inc. | 2.16% | Reduce -39.8% | 40,927 | $2.1M |
| Bluesphere Advisors LLC | 1.03% | Reduce -4.7% | 39,443 | $2.0M |
| Leavell Investment Management, Inc. | 0.11% | Add +7.0% | 39,222 | $2.0M |
| Donaldson Capital Management, LLC | 0.08% | Add +17.6% | 39,033 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -2.0% | 39,002 | $2.0M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -2.0% | 39,002 | $2.0M |
| Octavia Wealth Advisors, LLC | 0.27% | Add +3.3% | 38,364 | $2.0M |
| Global Retirement Partners, LLC | 0.06% | Reduce -48.7% | 38,211 | $2.0M |
| Nilsine Partners, LLC | 0.26% | Add +4.4% | 38,114 | $1.9M |
| RiverTree Advisors, LLC | 1.32% | Reduce -1.5% | 37,837 | $1.9M |
| Roundview Capital LLC | 0.15% | Reduce -3.3% | 37,815 | $1.9M |
| RDA Financial Network | 0.63% | Reduce -33.9% | 37,631 | $1.9M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -91.8% | 37,575 | $1.9M |
| Wrapmanager Inc. | 0.53% | Reduce -3.1% | 37,503 | $1.9M |
| CPR Investments Inc. | 1.58% | Add +40.0% | 37,302 | $1.9M |
| FOCUS Wealth Advisors, LLC | 0.97% | Add +1.1% | 37,145 | $1.9M |
| D L Carlson Investment Group Inc. | 0.36% | Add +21.9% | 36,500 | $1.9M |
| One Capital Management, LLC | 0.06% | Reduce -0.9% | 36,259 | $1.9M |
| Park Avenue Securities LLC | 0.02% | Add +13.2% | 34,102 | $1.7M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -57.4% | 33,952 | $1.7M |
| Kades & Cheifetz LLC | 1.06% | Add +1.3% | 33,150 | $1.7M |
| Clarity Financial LLC | 0.25% | No change | 32,954 | $1.7M |
| Moody National Bank Trust Division | 0.13% | No change | 32,941 | $1.7M |
| DMC Group, LLC | 1.43% | Reduce -6.8% | 32,771 | $1.7M |
| Davidson Investment Advisors | 0.09% | Reduce -1.9% | 32,655 | $1.7M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -73.7% | 32,261 | $1.6M |
| Csenge Advisory Group | 0.09% | Add +3.1% | 31,654 | $1.6M |
| Oxinas Partners, LLC | 1.07% | Reduce -30.1% | 31,484 | $1.6M |
| Blair William & Co. | 0.00% | Add +9.7% | 31,247 | $1.6M |
| PFG Investments, LLC | 0.11% | Reduce -4.3% | 31,181 | $1.6M |
| OneAscent Financial Services LLC | 0.22% | Reduce -7.9% | 31,118 | $1.6M |
| Union Savings Bank | 0.83% | Reduce -1.6% | 30,781 | $1.6M |
| Flagship Harbor Advisors, LLC | 0.09% | Reduce -4.5% | 30,757 | $1.6M |
| DHK Financial Advisors, Inc. | 1.09% | Add +1.5% | 30,688 | $1.6M |
| Gries Financial LLC | 0.32% | Add +104.5% | 30,553 | $1.6M |
| Fiduciary Trust Co | 0.02% | No change | 30,304 | $1.5M |
| Jaffetilchin Investment Partners, LLC | 0.13% | Reduce -1.6% | 29,753 | $1.5M |
| First United Bank & Trust | 0.57% | Add +13.8% | 29,718 | $1.5M |
| Old National Bancorp | 0.04% | Reduce -0.6% | 29,607 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -55.0% | 29,211 | $1.5M |
| Fifth Third Securities, Inc. | 0.14% | New | 29,061 | $1.5M |
| Stephens Inc. | 0.02% | Add +1.3% | 28,807 | $1.5M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -17.7% | 28,799 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -96.8% | 27,919 | $1.4M |
| NTV Asset Management LLC | 0.20% | Reduce -10.2% | 27,584 | $1.4M |
| Donor Advised Charitable Giving, Inc. | 0.03% | Add +1.5% | 27,514 | $1.4M |
| Staley Capital Advisers Inc. | 0.06% | No change | 27,250 | $1.4M |
| Kanawha Capital Management LLC | 0.11% | Reduce -1.5% | 27,092 | $1.4M |
| Two Sigma Securities, LLC | 0.07% | New | 26,907 | $1.4M |
| Global Trust Asset Management, LLC | 0.54% | Reduce -2.2% | 26,184 | $1.3M |
| AE Wealth Management LLC | 0.01% | Add +175.9% | 25,567 | $1.3M |
| Laird Norton Wetherby Wealth Management, LLC | 0.06% | No change | 25,460 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.8% | 25,337 | $1.3M |
| Financial Counselors Inc. | 0.02% | Add +0.7% | 25,004 | $1.3M |
| Allianz Asset Management GmbH | 0.00% | No change | 25,000 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +41.7% | 24,937 | $1.3M |
| New Wave Wealth Advisors LLC | 0.68% | — | 24,669 | $1.3M |
| Financial Partners Group, Inc | 0.20% | Add +41.1% | 24,612 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +11.6% | 24,269 | $1.2M |
| Pinnacle Financial Partners Inc | 0.03% | Add +10.4% | 23,595 | $1.2M |
| WNY Asset Management, LLC | 0.15% | Add +7.3% | 22,876 | $1.2M |
| Atlas Private Wealth Advisors | 0.19% | Add +100.0% | 22,740 | $1.2M |
| Synovus Financial Corp. | 0.02% | Add +6.3% | 22,723 | $1.2M |
| Lionsbridge Wealth Management LLC | 0.92% | New | 22,588 | $1.2M |
| SlateStone Wealth, LLC | 0.12% | Add +33.3% | 22,490 | $1.1M |
| Apollon Wealth Management, LLC | 0.04% | Add +3.5% | 22,487 | $1.1M |
| Prepared Retirement Institute LLC | 0.76% | Reduce -19.4% | 22,484 | $1.1M |
| Blue Fin Capital, Inc. | 0.23% | Add +13.5% | 22,316 | $1.1M |
| Cypress Wealth Services, LLC | 0.25% | No change | 22,224 | $1.1M |
| Flagstar Securities, Inc. | 0.31% | Add +12.8% | 21,992 | $1.1M |
| Forefront Analytics, LLC | 0.53% | Add +1.5% | 21,697 | $1.1M |
| Syon Capital LLC | 0.10% | Add +2.5% | 21,615 | $1.1M |
| Capital Investment Advisory Services, LLC | 0.11% | Add +95.0% | 21,566 | $1.1M |
| Independent Wealth Network Inc. | 0.51% | Add +1.8% | 21,496 | $1.1M |
| Mycio Wealth Partners, LLC | 0.28% | No change | 21,482 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Add +20.6% | 21,385 | $1.1M |
| Venturi Wealth Management, LLC | 0.06% | Add +6.4% | 21,345 | $1.1M |
| TriaGen Wealth Management LLC | 0.42% | Add +22.5% | 21,266 | $1.1M |
| Connecticut Wealth Management, LLC | 0.06% | No change | 21,000 | $1.1M |
| Western Wealth Management, LLC | 0.08% | Reduce -6.2% | 20,964 | $1.1M |
| Navellier & Associates Inc. | 0.12% | New | 20,702 | $1.1M |
| Stephens Group Asset Management, LLC | 0.10% | Add +24.1% | 20,582 | $1.1M |
| Joseph P. Lucia & Associates, LLC | 0.54% | Reduce -11.2% | 20,515 | $1.0M |
| Parsons Capital Management Inc. | 0.07% | Reduce -1.1% | 19,926 | $1.0M |
| Jackson Creek Investment Advisors LLC | 0.37% | Add +49.4% | 19,606 | $1.0M |
| Ausdal Financial Partners, Inc. | 0.11% | Add +139.0% | 19,474 | $995K |
| J.W. Cole Advisors, Inc. | 0.05% | Add +3.5% | 19,199 | $981K |
| Belpointe Asset Management LLC | 0.07% | Add +0.5% | 19,109 | $976K |
| Transamerica Financial Advisors, LLC | 0.10% | No change | 18,875 | $965K |
| Harbour Investments, Inc. | 0.03% | Reduce -0.2% | 18,795 | $960K |
| Capital Investment Services of America, Inc. | 0.09% | Reduce -27.3% | 18,650 | $953K |
| Geneos Wealth Management Inc. | 0.04% | Add +11.0% | 18,257 | $933K |
| Fairview Capital Investment Management, LLC | 0.05% | Reduce -0.1% | 17,990 | $919K |
| Stelac Advisory Services LLC | 0.38% | Reduce -1.6% | 17,879 | $913K |
| Raymond James Trust N.A. | 0.02% | No change | 17,852 | $912K |
| Townsquare Capital LLC | 0.01% | Reduce -2.0% | 17,754 | $907K |
| Edgestream Partners, L.P. | 0.04% | Reduce -50.3% | 17,726 | $906K |
| MMBG Investment Advisors Co. | 0.10% | Reduce -6.0% | 17,585 | $898K |
| Cunning Capital Partners, LP | 0.50% | Add +9.4% | 17,500 | $894K |
| Mosaic Financial Group, LLC | 0.64% | Add +0.0% | 17,378 | $888K |
| Klaas Financial Asset Advisors, LLC | 0.16% | Add +17.6% | 17,362 | $887K |
| Summit Financial, LLC | 0.04% | Reduce -31.5% | 17,337 | $886K |
| Dakota Wealth Management | 0.02% | Reduce -1.7% | 17,098 | $874K |
| M&T Bank Corp | 0.00% | Reduce -56.3% | 16,935 | $865K |
| Valmark Advisers, Inc. | 0.01% | Reduce -1.1% | 16,929 | $865K |
| Anchor Capital Advisors LLC | 0.02% | Reduce -36.9% | 16,550 | $846K |
| Guidance Point Advisors, LLC | 0.28% | Reduce -2.7% | 16,529 | $844K |
| Greenup Street Wealth Management LLC | 0.20% | Add +12.5% | 16,333 | $834K |
| Avidian Wealth Enterprises, LLC | 0.04% | Reduce -27.9% | 16,321 | $834K |
| Callahan Advisors, LLC | 0.09% | Add +71.2% | 16,108 | $823K |
| Baker Avenue Asset Management, LP | 0.03% | Reduce -6.5% | 16,007 | $818K |
| Midwest Professional Planners, LTD. | 0.27% | Reduce -4.2% | 15,814 | $808K |
| Hobbs Group Advisors, LLC | 0.30% | — | 15,647 | $799K |
| Pinnacle Associates Ltd. | 0.01% | Add +5.4% | 15,610 | $798K |
| Centaurus Financial, Inc. | 0.05% | Add +38.7% | 15,569 | $795K |
| Disciplined Investments, LLC | 0.42% | Reduce -7.6% | 15,539 | $794K |
| Knuff & Co LLC | 0.26% | New | 15,500 | $792K |
| Professional Financial Advisors, LLC | 0.22% | Reduce -8.2% | 15,437 | $789K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -0.9% | 15,333 | $783K |
| Coldstream Capital Management Inc. | 0.02% | Add +2.0% | 15,071 | $770K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Reduce -28.9% | 15,020 | $767K |
| Keystone Wealth Services, LLC | 0.23% | Reduce -7.1% | 14,339 | $733K |
| Wesbanco Bank Inc. | 0.03% | No change | 14,190 | $725K |
| Pine Valley Investments Ltd Liability Co | 0.05% | Add +1.5% | 14,136 | $722K |
| Bellwether Advisors, LLC | 0.15% | Add +2.1% | 13,991 | $715K |
| Trivium Point Advisory, LLC | 0.11% | New | 13,960 | $713K |
| CENTRAL TRUST Co | 0.02% | Reduce -17.8% | 13,916 | $711K |
| MGB Wealth Management, LLC | 0.26% | Add +3.7% | 13,861 | $707K |
| Rock Creek Group LLC | 0.09% | No change | 13,750 | $702K |
| Rise Advisors, LLC | 0.37% | Reduce -25.2% | 13,737 | $702K |
| GTS Securities LLC | 0.01% | New | 13,577 | $694K |
| Cardiff Park Advisors, LLC | 0.07% | Add +0.3% | 13,548 | $692K |
| United Asset Strategies, Inc. | 0.07% | Add +0.6% | 13,506 | $690K |
| Sowell Financial Services LLC | 0.03% | Add +14.4% | 13,495 | $689K |
| Diversify Advisory Services, LLC | 0.04% | Add +18.2% | 13,480 | $686K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +4.9% | 13,374 | $683K |
| Western Financial Corp | 0.41% | Add +3.6% | 13,336 | $681K |
| Loudon Investment Management, LLC | 0.39% | Add +9.6% | 13,132 | $671K |
| Crabel Capital Management, LLC | 0.82% | Reduce -50.2% | 13,047 | $667K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -3.0% | 13,030 | $666K |
| Register Financial Advisors LLC | 0.34% | Add +10.2% | 13,026 | $665K |
| Integrated Advisors Network LLC | 0.03% | Add +5.2% | 12,735 | $651K |
| Shufro Rose & Co. LLC | 0.05% | New | 12,700 | $649K |
| Breakwater Capital Group | 0.15% | Reduce -11.1% | 12,614 | $644K |
| Ameliora Wealth Management Ltd. | 0.29% | Add +6.9% | 12,420 | $635K |
| WBH Advisory Inc. | 0.06% | Add +108.5% | 12,380 | $632K |
| Two West Capital Advisors LLC | 0.60% | — | 12,300 | $628K |
| Pettyjohn, Wood & White, Inc. | 0.12% | Reduce -5.8% | 12,116 | $619K |
| Adams Wealth Management | 0.14% | Add +9.7% | 12,094 | $618K |
| CacheTech Inc. | 0.14% | — | 12,094 | $618K |
| Realta Investment Advisors | 0.12% | Reduce -2.7% | 12,029 | $615K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 11,795 | $603K |
| Aveo Capital Partners, LLC | 0.07% | Reduce -0.3% | 11,598 | $593K |
| Calton & Associates, Inc. | 0.30% | Reduce -4.4% | 11,590 | $592K |
| Old Mission Capital LLC | 0.02% | New | 11,450 | $585K |
| Epiq Partners, LLC | 0.39% | No change | 11,380 | $581K |
| Allianz SE | 0.02% | Add +32.8% | 11,338 | $579K |
| Welch & Forbes LLC | 0.01% | No change | 11,225 | $572K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +65.3% | 11,190 | $572K |
| Wealth Advisory Solutions, LLC | 0.15% | Add +1.7% | 11,182 | $571K |
| Prudential Financial Inc. | 0.00% | Add +7.2% | 11,077 | $566K |
| Smithfield Trust Co | 0.03% | No change | 10,948 | $558K |
| TAP Consulting, LLC | 0.12% | Reduce -81.1% | 10,871 | $555K |
| Founders Financial Securities LLC | 0.05% | Add +149.8% | 10,849 | $554K |
| LexAurum Advisors, LLC | 0.14% | Add +77.3% | 10,783 | $551K |
| Summit Place Financial Advisors, LLC | 0.33% | Reduce -15.7% | 10,780 | $551K |
| Eagle Bay Advisors LLC | 0.33% | No change | 10,654 | $544K |
| Patten Group, Inc. | 0.13% | New | 10,609 | $542K |
| Certified Advisory Corp | 0.07% | Add +16.5% | 10,575 | $540K |
| Powell Investment Advisors, LLC | 0.27% | Reduce -31.2% | 10,321 | $527K |
| Vicus Capital | 0.05% | Add +29.0% | 10,145 | $518K |
| Frisch Financial Group, Inc. | 0.16% | Reduce -0.5% | 10,074 | $515K |
| Lebenthal Global Advisors, LLC | 0.11% | Reduce -20.1% | 9,974 | $510K |
| Cherry Tree Wealth Management, LLC | 0.13% | Add +0.2% | 9,743 | $498K |
| Independent Family Office, LLC | 0.27% | No change | 9,420 | $479K |
| Argus Investors' Counsel, Inc. | 0.29% | No change | 9,209 | $470K |
| Thompson Davis & Co., Inc. | 0.41% | Add +15.8% | 9,200 | $470K |
| Atria Investments, Inc | 0.01% | New | 9,198 | $470K |
| Main Street Financial Solutions, LLC | 0.04% | Add +0.2% | 9,134 | $467K |
| Hutchinson Capital Management | 0.10% | No change | 9,109 | $465K |
| Charter Oak Capital Management, LLC | 0.05% | Reduce -11.6% | 9,069 | $463K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -14.3% | 9,025 | $461K |
| WJ Wealth Management, LLC | 0.17% | No change | 8,997 | $460K |
| Smith Thornton Advisors LLC | 0.34% | — | 8,995 | $460K |
| Merit Financial Group, LLC | 0.01% | Reduce -2.0% | 8,958 | $458K |
| Trilogy Capital Inc. | 0.02% | New | 8,909 | $455K |
| EP Wealth Advisors, LLC | 0.00% | Add +74.6% | 8,906 | $455K |
| New Insight Wealth Advisors | 0.26% | Reduce -35.1% | 8,708 | $445K |
| Hohimer Wealth Management, LLC | 0.10% | Reduce -3.9% | 8,555 | $437K |
| Ascentis Independent Advisors | 0.09% | — | 8,391 | $429K |
| Northwest Bancshares, Inc. | 0.07% | Reduce -5.0% | 8,378 | $428K |
| BTS Asset Management, Inc. | 0.40% | Add +18.9% | 8,345 | $426K |
| Mattern Capital Management, LLC | 0.06% | No change | 8,327 | $425K |
| Thrive Capital Management, LLC | 0.19% | New | 8,201 | $419K |
| Kraft, Davis & Associates, LLC | 0.13% | Add +6.6% | 8,141 | $416K |
| Essex LLC | 0.09% | New | 8,017 | $410K |
| City State Bank | 0.16% | Add +33.8% | 7,895 | $403K |
| Strategic Blueprint, LLC | 0.03% | Reduce -23.4% | 7,795 | $398K |
| First International Bank & Trust | 0.14% | No change | 7,742 | $396K |
| First Heartland Consultants, Inc. | 0.04% | Add +3.9% | 7,705 | $394K |
| Continental Investors Services, Inc. | 0.87% | Add +1.0% | 7,682 | $392K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +107.3% | 7,659 | $391K |
| Meitav Investment House Ltd. | 0.01% | Add +18.7% | 7,604 | $388K |
| Heck Capital Advisors, LLC | 0.05% | Add +115.2% | 7,589 | $388K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -2.0% | 7,545 | $385K |
| MRP Capital Investments, LLC | 0.36% | New | 7,500 | $383K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 7,471 | $382K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.03% | Add +0.3% | 7,449 | $381K |
| Buckingham Strategic Wealth, LLC | 0.00% | Reduce -72.8% | 7,447 | $380K |
| Meridian Management Co. | 0.10% | Reduce -18.4% | 7,430 | $380K |
| Keel Point, LLC | 0.03% | Reduce -0.1% | 7,432 | $378K |
| Choreo, LLC | 0.01% | New | 7,411 | $377K |
| Archer Investment Corp | 0.11% | Reduce -2.6% | 7,183 | $367K |
| IFP Advisors, Inc | 0.01% | Reduce -84.7% | 7,168 | $366K |
| StoneX Group Inc. | 0.03% | Reduce -4.4% | 6,996 | $357K |
| Spire Wealth Management | 0.01% | Add +3.5% | 6,994 | $357K |
| Alpha Omega Wealth Management LLC | 0.07% | No change | 6,990 | $357K |
| Innealta Capital, LLC | 0.12% | New | 6,940 | $355K |
| Dentgroup LLC | 0.28% | Add +1.5% | 6,901 | $353K |
| Embree Financial Group | 0.07% | Reduce -5.8% | 6,862 | $351K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 6,760 | $345K |
| Mezzasalma Advisors, LLC | 0.15% | New | 6,642 | $339K |
| Lido Advisors, LLC | 0.00% | Reduce -45.4% | 6,639 | $339K |
| Fortis Capital Advisors, LLC | 0.12% | Reduce -22.5% | 6,611 | $338K |
| First National Corp. /Ma/ | 0.08% | Add +9.6% | 6,346 | $324K |
| Venture Visionary Partners LLC | 0.01% | New | 6,275 | $321K |
| Fortitude Advisory Group L.L.C. | 0.19% | Add +0.5% | 6,248 | $319K |
| Liberty Wealth Management LLC | 0.06% | New | 284,490 | $318K |
| Bard Associates Inc. | 0.12% | Reduce -58.0% | 6,215 | $318K |
| Revisor Wealth Management LLC | 0.22% | Add +18.9% | 6,169 | $315K |
| Summit Asset Management, LLC | 0.04% | No change | 6,164 | $315K |
| Susquehanna International Group, LLP | 0.00% | Reduce -88.7% | 6,161 | $315K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | No change | 6,100 | $312K |
| Tidemark, LLC | 0.14% | Reduce -14.9% | 6,044 | $309K |
| Boston Family Office LLC | 0.02% | Reduce -84.8% | 6,038 | $308K |
| International Assets Investment Management, LLC | 0.03% | New | 6,024 | $308K |
| Ascent Group, LLC | 0.03% | Reduce -7.8% | 6,000 | $307K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 6,000 | $307K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -10.2% | 5,391 | $307K |
| Cerity Partners LLC | 0.00% | Reduce -44.5% | 5,999 | $306K |
| Ceeto Capital Group, LLC | 0.12% | No change | 6,000 | $306K |
| Chilton Capital Management LLC | 0.01% | Reduce -4.6% | 5,970 | $305K |
| Fiduciary Financial Group, LLC | 0.07% | — | 5,965 | $304K |
| Peddock Capital Advisors, LLC | 0.08% | No change | 5,940 | $303K |
| Focus Financial Network, Inc. | 0.01% | Add +6.8% | 5,920 | $302K |
| HTLF Bank | 0.03% | New | 5,900 | $301K |
| First Horizon Advisors, Inc. | 0.01% | Add +29.1% | 5,797 | $296K |
| ARK & TLK Investments, LLC | 0.11% | No change | 5,736 | $293K |
| Principal Securities, Inc. | 0.01% | Reduce -9.2% | 5,735 | $293K |
| IHT Wealth Management, LLC | 0.01% | Reduce -18.6% | 5,721 | $292K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -6.9% | 5,667 | $290K |
| Schmidt P J Investment Management Inc. | 0.05% | Add +4.4% | 5,597 | $286K |
| Horizon Investments, LLC | 0.01% | Add +47.7% | 5,629 | $285K |
| SVB Wealth LLC | 0.01% | Reduce -17.6% | 5,531 | $283K |
| Patriot Investment Management Group, Inc. | 0.02% | Reduce -11.1% | 5,528 | $282K |
| Narus Financial Partners, LLC | 0.11% | Reduce -4.3% | 5,527 | $282K |
| TrueMark Investments, LLC | 0.10% | New | 5,449 | $278K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -4.3% | 5,385 | $275K |
| Naples Global Advisors, LLC | 0.03% | Add +1.9% | 5,380 | $275K |
| Balboa Wealth Partners | 0.07% | New | 5,377 | $275K |
| FSA Advisors, Inc. | 0.29% | Reduce -9.8% | 5,373 | $274K |
| Fullcircle Wealth LLC | 0.13% | — | 5,359 | $273K |
| Clarus Wealth Advisors | 0.14% | No change | 5,355 | $273K |
| Haverford Financial Services, Inc. | 0.08% | Reduce -9.4% | 5,328 | $272K |
| Rehmann Capital Advisory Group | 0.02% | Add +26.8% | 5,301 | $271K |
| Coppell Advisory Solutions LLC | 0.04% | — | 5,294 | $270K |
| Inlet Private Wealth, LLC | 0.07% | No change | 5,150 | $263K |
| Mandatum Life Insurance Co Ltd | 0.09% | No change | 5,060 | $259K |
| Addison Advisors LLC | 0.08% | No change | 5,050 | $258K |
| Southland Equity Partners LLC | 0.07% | Add +27.5% | 5,017 | $256K |
| Middleton & Co. Inc. | 0.03% | No change | 5,000 | $255K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 4,950 | $253K |
| Diversify Wealth Management, LLC | 0.03% | — | 4,982 | $252K |
| Seaside Wealth Management, Inc. | 0.10% | Add +1.5% | 4,926 | $252K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 4,924 | $252K |
| CFM Wealth Partners LLC | 0.05% | No change | 4,850 | $248K |
| CoreCap Advisors, LLC | 0.03% | Add +0.8% | 4,849 | $248K |
| Rockingstone Advisors LLC | 0.12% | New | 4,755 | $243K |
| Interactive Financial Advisors, Inc. | 0.13% | Reduce -2.9% | 4,732 | $242K |
| RBA Wealth Management, LLC | 0.10% | Add +1.4% | 4,714 | $241K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -6.3% | 4,705 | $240K |
| Prospera Financial Services Inc | 0.01% | Reduce -8.2% | 4,674 | $239K |
| MontVue Capital Management, Inc. | 0.19% | New | 4,620 | $236K |
| TrueWealth Advisors, LLC | 0.09% | No change | 4,540 | $232K |
| Financial Life Advisors | 0.09% | Reduce -10.1% | 4,501 | $230K |
| Investment Advisory Group, LLC | 0.09% | No change | 4,498 | $230K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +0.6% | 4,454 | $228K |
| KPP Advisory Services LLC | 0.06% | No change | 4,450 | $227K |
| Private Trust Co. NA | 0.02% | Add +2.5% | 4,444 | $227K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -6.0% | 4,423 | $225K |
| Exchange Bank | 0.19% | New | 4,401 | $225K |
| First Manhattan Co. Llc. | 0.00% | No change | 4,395 | $225K |
| Burke & Herbert Bank & Trust Co. | 0.05% | New | 4,385 | $224K |
| Whittier Trust Co. | 0.00% | Reduce -4.3% | 4,360 | $223K |
| Schrum Private Wealth Management LLC | 0.20% | No change | 4,342 | $222K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Reduce -0.5% | 4,305 | $220K |
| Elevate Wealth Advisory, Inc. | 0.18% | Add +0.3% | 4,274 | $218K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 4,252 | $217K |
| Ellis Investment Partners, LLC | 0.05% | Reduce -4.7% | 4,219 | $216K |
| Summit Wealth Partners, LLC | 0.04% | No change | 4,176 | $213K |
| Ramiah Investment Group | 0.21% | Reduce -32.6% | 4,168 | $213K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -26.1% | 4,166 | $213K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -31.6% | 4,077 | $208K |
| Laurel Wealth Advisors LLC | 0.04% | Reduce -1.5% | 4,053 | $207K |
| Parallel Advisors, LLC | 0.01% | Add +0.5% | 4,030 | $206K |
| McAdam, LLC | 0.01% | No change | 4,028 | $206K |
| Ancora Advisors LLC | 0.01% | Add +0.3% | 4,023 | $206K |
| Total Clarity Wealth Management, Inc. | 0.07% | New | 4,001 | $204K |
| Invesco Ltd. | 0.00% | Reduce -30.4% | 3,981 | $203K |
| Lifeworks Advisors, LLC | 0.06% | Reduce -53.0% | 3,922 | $200K |
| Capital Advisors, Ltd. LLC | 0.02% | Reduce -2.9% | 3,728 | $190K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.08% | Add +3.6% | 3,677 | $188K |
| GFS Advisors, LLC | 0.03% | New | 49,700 | $184K |
| FMR LLC | 0.00% | Reduce -28.8% | 3,579 | $183K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -32.4% | 3,470 | $177K |
| Y.D. More Investments Ltd | 0.02% | Reduce -0.4% | 24,400 | $166K |
| Sachetta, LLC | 0.07% | Add +3.2% | 3,200 | $164K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 3,054 | $156K |
| Brown Brothers Harriman & Co. | 0.00% | New | 3,000 | $153K |
| Webster Bank, N. A. | 0.02% | New | 2,959 | $151K |
| Creative Financial Designs Inc. | 0.01% | No change | 2,657 | $136K |
| Cranbrook Wealth Management, LLC | 0.03% | New | 2,463 | $126K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -2.7% | 2,415 | $123K |
| Continuum Advisory, LLC | 0.02% | Add +0.0% | 2,415 | $123K |
| Jones Financial Companies LLLP | 0.00% | Add +371.6% | 2,358 | $120K |
| Westside Investment Management, Inc. | 0.03% | No change | 2,353 | $120K |
| Capital Analysts, LLC | 0.01% | Add +17.1% | 2,313 | $118K |
| Hexagon Capital Partners LLC | 0.03% | No change | 2,300 | $118K |
| West Branch Capital LLC | 0.04% | Add +1.5% | 2,174 | $111K |
| Park Place Capital Corp | 0.03% | Reduce -51.9% | 2,000 | $102K |
| Gables Capital Management Inc. | 0.05% | No change | 1,946 | $99K |
| Glen Eagle Advisors, LLC | 0.02% | Reduce -0.5% | 1,880 | $96K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -7.4% | 1,826 | $93K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,774 | $91K |
| PFG Private Wealth Management, LLC | 0.05% | Reduce -9.9% | 1,760 | $90K |
| Front Row Advisors LLC | 0.03% | Reduce -1.8% | 1,666 | $85K |
| LRI Investments, LLC | 0.01% | Reduce -17.6% | 1,615 | $83K |
| Sanctuary Wealth Management, L.L.C. | 0.05% | No change | 1,332 | $68K |
| Arax Advisory Partners | 0.01% | Add +82.2% | 1,288 | $66K |
| Caldwell Trust Co | 0.01% | No change | 1,257 | $64K |
| Founders Financial Alliance, LLC | 0.02% | Reduce -6.5% | 1,200 | $61K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 1,129 | $57K |
| Sugarloaf Wealth Management, LLC | 0.01% | Add +1.6% | 1,110 | $57K |
| Rogco, LP | 0.02% | No change | 1,030 | $53K |
| St Germain D J Co. Inc. | 0.00% | Reduce -23.0% | 1,022 | $52K |
| Blue Trust, Inc. | 0.00% | No change | 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% | No change | 981 | $50K |
| Opal Wealth Advisors, LLC | 0.02% | New | 970 | $50K |
| Sound Income Strategies, LLC | 0.00% | New | 933 | $48K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +3.1% | 923 | $47K |
| Clear Point Advisors Inc. | 0.04% | Reduce -96.5% | 846 | $43K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Reduce -78.2% | 708 | $36K |
| Hollencrest Capital Management | 0.00% | No change | 687 | $35K |
| WealthShield Partners, LLC | 0.01% | No change | 640 | $33K |
| Elevation Wealth Partners, LLC | 0.01% | Add +1.5% | 604 | $31K |
| Spectrum Wealth Counsel, LLC | 0.00% | Reduce -6.2% | 595 | $30K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 588 | $30K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 509 | $26K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 498 | $25K |
| North Star Investment Management Corp. | 0.00% | No change | 490 | $25K |
| Lanark Financial, Inc. | 0.00% | Add +798.2% | 503 | $25K |
| Financial Freedom, LLC | 0.01% | Add +0.8% | 477 | $24K |
| Atlas Capital Advisors Inc. | 0.00% | New | 450 | $23K |
| Bessemer Group Inc. | 0.00% | New | 422 | $22K |
| Bell Investment Advisors, Inc | 0.00% | No change | 427 | $22K |
| Boyd Watterson Asset Management LLC | 0.01% | Reduce -27.7% | 425 | $22K |
| Delta Asset Management LLC | 0.00% | No change | 425 | $22K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Reduce -20.0% | 400 | $20K |
| WASHINGTON TRUST Co | 0.00% | New | 400 | $20K |
| National Bank of Canada | 0.00% | No change | 384 | $20K |
| Caitlin John, LLC | 0.01% | No change | 358 | $18K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 325 | $17K |
| Trust Co. of Vermont | 0.00% | New | 320 | $16K |
| Kelly Financial Services LLC | 0.01% | Add +1.4% | 284 | $15K |
| Asset Dedication, LLC | 0.00% | No change | 281 | $14K |
| Voisard Asset Management Group, Inc. | 0.01% | No change | 213 | $11K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 208 | $11K |
| Tsfg, LLC | 0.00% | No change | 196 | $10K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | New | 167 | $8K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -75.2% | 174 | $8K |
| Penserra Capital Management LLC | 0.00% | Add +4.0% | 156 | $8K |
| Triad Wealth Partners, LLC | 0.00% | New | 126 | $6K |
| Perkins Coie Trust Co | 0.00% | No change | 125 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 120 | $6K |
| Covestor Ltd | 0.00% | Reduce -25.5% | 117 | $6K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 127 | $6K |
| Rothschild Investment LLC | 0.00% | New | 108 | $6K |
| Indiana Trust & Investment Management Co | 0.00% | Reduce -50.0% | 100 | $5K |
| New England Asset Management Inc. | 0.00% | New | 100 | $5K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 100 | $5K |
| Mather Group, Llc. | 0.00% | New | 98 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 98 | $5K |
| Richardson Financial Services Inc. | 0.00% | Reduce -29.3% | 87 | $4K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 79 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -27.8% | 78 | $4K |
| Provident Wealth Management, LLC | 0.00% | No change | 63 | $3K |
| Quintet Private Bank (Europe) S.A. | 0.00% | No change | 54 | $3K |
| Ashton Thomas Securities, LLC | 0.00% | — | 60 | $3K |
| Advisor Resource Council | 0.00% | Reduce -7.4% | 21,276 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 27 | $1K |
| Global Financial Private Client, LLC | 0.00% | No change | 26 | $1K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 25 | $1K |
| Key Financial Inc | 0.00% | No change | 19 | $971 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 5 | $250 |
| Bear Mountain Capital, Inc. | 0.00% | No change | 4 | $204 |
| Atticus Wealth Management, LLC | 0.00% | No change | 1 | $59 |
"% 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.