iShares Floating Rate Bond EFLOTETF
13F holders, Q4 2024 (December 31)658holders +53
51new positions
39sold out
1famous investor
$50.87avg. 13F price*
At the end of Q4 2024, 658 institutions reported holding iShares Floating Rate Bond E (FLOT) in their 13F filings, up 53 from Q3 2024. 51 opened new positions and 39 sold out. The largest holders were Bank of America Corp. ($401.3M), Morgan Stanley ($244.2M) and Northern Trust Corp. ($207.7M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $63.4M |
| Exits | 39 | $45.4M |
All 13F filers, Q3 2024 → Q4 2024: 8,594,971 shares bought and 10,098,357 shares sold, net −1,503,386 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 658 holders
| Bank of America Corp. | 0.04% | Add +3.9% | 7,888,150 | $401.3M |
| Morgan Stanley | 0.02% | Add +7.3% | 4,799,733 | $244.2M |
| Northern Trust Corp. | 0.03% | Reduce -10.3% | 4,083,058 | $207.7M |
| LPL Financial LLC | 0.07% | Add +4.4% | 3,555,532 | $180.9M |
| BlackRock, Inc. | 0.00% | Reduce -31.1% | 3,149,954 | $160.3M |
| New York Life Investment Management LLC | 1.52% | Add +12.8% | 3,055,129 | $155.4M |
| Franklin Resources Inc. | 0.04% | Reduce -40.0% | 2,832,999 | $144.1M |
| Wells Fargo & Company | 0.03% | Add +21.5% | 2,658,917 | $135.3M |
| UBS Group AG | 0.03% | Reduce -0.9% | 2,511,858 | $127.8M |
| Glenview Trust Co | 2.32% | Add +5.3% | 2,431,678 | $123.7M |
| Assetmark, Inc. | 0.27% | Reduce -13.5% | 1,948,387 | $99.1M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -13.0% | 1,920,971 | $97.7M |
| Envestnet Asset Management Inc. | 0.03% | Add +3.9% | 1,877,960 | $95.6M |
| Renaissance Technologies | 0.13% | Add +6.9% | 1,751,300 | $89.1M |
| Royal Bank of Canada | 0.02% | Reduce -2.3% | 1,479,443 | $75.3M |
| JPMorgan Chase & Co. | 0.01% | Add +103.5% | 1,414,905 | $72.0M |
| DAVENPORT & Co LLC | 0.38% | Add +15.6% | 1,284,553 | $65.4M |
| Flputnam Investment Management Co. | 1.07% | Add +6.0% | 1,148,745 | $58.4M |
| Ameriprise Financial Inc. | 0.01% | Add +8.0% | 1,073,049 | $54.6M |
| Haverford Trust Co | 0.52% | Reduce -11.2% | 1,036,595 | $52.7M |
| Truist Financial Corp. | 0.08% | Add +16.9% | 1,030,346 | $52.4M |
| Cetera Investment Advisers | 0.11% | Add +17.8% | 1,002,596 | $51.0M |
| Barings LLC | 1.06% | No change | 870,000 | $44.3M |
| Raymond James Financial Inc. | 0.02% | — | 862,086 | $43.9M |
| TRUE Private Wealth Advisors | 5.06% | Reduce -3.3% | 819,028 | $41.7M |
| 1832 Asset Management L.P. | 0.07% | Reduce -70.0% | 750,210 | $38.2M |
| Demars Financial Group, LLC | 16.65% | Add +0.6% | 747,630 | $38.0M |
| Hartline Investment Corp./ | 4.21% | Add +80.8% | 721,221 | $36.7M |
| McMorgan & Co. LLC | 5.51% | Add +145.5% | 700,442 | $35.6M |
| MML Investors Services, LLC | 0.12% | Add +2.5% | 675,651 | $34.4M |
| Towercrest Capital Management | 5.39% | Add +3.4% | 655,173 | $33.3M |
| Diversified Portfolios, Inc. | 3.56% | Reduce -2.1% | 641,040 | $32.6M |
| Osaic Holdings, Inc. | 0.07% | Add +17.3% | 589,460 | $30.0M |
| NorthCoast Asset Management LLC | 0.14% | Reduce -3.4% | 563,239 | $28.7M |
| Modera Wealth Management, LLC | 0.30% | Reduce -4.5% | 483,166 | $24.6M |
| Destination Wealth Management | 0.76% | Add +1.1% | 479,833 | $24.4M |
| HighTower Advisors, LLC | 0.03% | Add +43.7% | 465,264 | $23.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +7.0% | 456,495 | $23.2M |
| Cape Cod Five Cents Savings Bank | 1.96% | No change | 432,756 | $22.1M |
| Willis Johnson & Associates, Inc. | 1.67% | Add +2.6% | 427,040 | $21.7M |
| Captrust Financial Advisors | 0.06% | Add +8.1% | 417,865 | $21.3M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -0.8% | 386,856 | $19.7M |
| Stifel Financial Corp. | 0.02% | Reduce -9.7% | 382,713 | $19.5M |
| HSBC Holdings PLC | 0.01% | Reduce -6.0% | 376,729 | $19.2M |
| Atria Wealth Solutions, Inc. | 0.20% | Reduce -0.9% | 366,751 | $18.7M |
| Comerica Bank | 0.07% | Reduce -0.8% | 364,164 | $18.5M |
| Commonwealth Equity Services, LLC | 0.03% | Add +31.5% | 358,717 | $18.3M |
| Mariner, LLC | 0.03% | Add +8.8% | 355,502 | $18.1M |
| Cwm, LLC | 0.07% | Add +76.6% | 349,170 | $17.8M |
| LJI Wealth Management, LLC | 3.37% | Reduce -1.2% | 336,631 | $17.1M |
| OneDigital Investment Advisors LLC | 0.18% | Reduce -4.3% | 304,264 | $15.5M |
| Occidental Asset Management, LLC | 2.27% | Add +12.4% | 285,683 | $14.5M |
| US Bancorp \de | 0.02% | Reduce -55.1% | 280,354 | $14.3M |
| Capital Market Strategies LLC | 8.10% | Add +18.3% | 275,329 | $14.0M |
| Rezny Wealth Management, Inc. | 3.36% | Reduce -3.4% | 269,307 | $13.7M |
| Guggenheim Capital LLC | 0.11% | Add +18.9% | 269,287 | $13.7M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.14% | Add +10.2% | 263,970 | $13.5M |
| Cascade Wealth Advisors, Inc | 8.87% | Add +13.4% | 257,611 | $13.1M |
| Trustmark Bank Trust Department | 0.96% | Reduce -61.8% | 254,011 | $12.9M |
| Mutual Advisors, LLC | 0.37% | Add +880.7% | 249,801 | $12.7M |
| RFG Advisory, LLC | 0.36% | Add +25.2% | 249,243 | $12.7M |
| Alliance Wealth Management Group | 3.37% | Add +3.0% | 247,554 | $12.6M |
| Sigma Planning Corp | 0.39% | Reduce -17.3% | 246,209 | $12.5M |
| Colonial Trust Advisors | 1.10% | Add +2.1% | 243,175 | $12.4M |
| Carmel Capital Partners, LLC | 4.98% | Add +28.4% | 242,552 | $12.3M |
| Semmax Financial Advisors Inc. | 3.16% | Reduce -7.5% | 231,968 | $11.8M |
| Proficio Capital Partners LLC | 0.94% | Add +10.1% | 227,023 | $11.6M |
| Ifrah Financial Services, Inc. | 3.08% | Add +2.0% | 218,873 | $11.1M |
| Scotia Capital Inc. | 0.06% | Reduce -7.0% | 216,602 | $11.0M |
| Betterment LLC | 0.03% | Reduce -16.1% | 215,420 | $11.0M |
| Beacon Financial Group | 1.18% | Reduce -8.7% | 215,324 | $11.0M |
| Avior Wealth Management, LLC | 0.38% | Add +21.8% | 205,636 | $10.5M |
| Integrated Wealth Concepts LLC | 0.12% | Reduce -12.0% | 201,725 | $10.3M |
| Cary Street Partners Financial LLC | 0.33% | — | 199,746 | $10.2M |
| National Bank of Canada | 0.01% | Add +51598.2% | 198,521 | $10.1M |
| LaFleur & Godfrey LLC | 1.37% | Add +199.2% | 196,895 | $10.0M |
| CreativeOne Wealth, LLC | 0.28% | Reduce -4.5% | 180,120 | $9.2M |
| Castle Rock Wealth Management, LLC | 2.17% | Add +0.3% | 178,674 | $9.1M |
| Apollon Wealth Management, LLC | 0.21% | Add +826.0% | 177,171 | $9.0M |
| Nutshell Asset Management Ltd | 5.65% | — | 175,711 | $8.9M |
| Sierra Capital LLC | 1.05% | Add +66.8% | 173,747 | $8.8M |
| Cibc World Market Inc. | 0.02% | Add +75.9% | 171,252 | $8.7M |
| Windsor Capital Management, LLC | 2.51% | Reduce -1.3% | 166,469 | $8.5M |
| WESCAP Management Group, Inc. | 2.02% | Reduce -3.1% | 163,261 | $8.3M |
| Equitable Holdings, Inc. | 0.08% | Add +29.8% | 161,373 | $8.2M |
| Piedmont Capital Management, LLC | 4.88% | Add +3.5% | 158,988 | $8.1M |
| Courier Capital LLC | 0.56% | Reduce -16.7% | 158,334 | $8.1M |
| Buska Wealth Management, LLC | 2.56% | Add +29.0% | 157,244 | $8.0M |
| United Capital Financial Advisors, LLC | 0.07% | Reduce -11.3% | 157,140 | $8.0M |
| Single Point Partners, LLC | 1.82% | Add +4.5% | 155,730 | $7.9M |
| Whalen Wealth Management Inc. | 5.40% | New | 153,187 | $7.8M |
| Probity Advisors, Inc. | 1.50% | Reduce -20.6% | 152,937 | $7.8M |
| James Investment Research, Inc. | 0.92% | Reduce -2.9% | 151,623 | $7.7M |
| Grey Ledge Advisors, LLC | 1.98% | Add +6.0% | 150,711 | $7.7M |
| Kestra Advisory Services, LLC | 0.04% | Add +25.9% | 150,200 | $7.6M |
| Hoge Financial Services, LLC | 5.57% | Add +5.1% | 149,565 | $7.6M |
| Perennial Advisors, LLC | 1.62% | — | 146,627 | $7.5M |
| Orange Investment Advisors, Inc. | 0.84% | Add +1.6% | 145,991 | $7.4M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -2.9% | 144,076 | $7.3M |
| Chesley Taft & Associates LLC | 0.34% | Add +15.2% | 143,635 | $7.3M |
| Obsidian Personal Planning Solutions LLC | 3.53% | Add +5.1% | 143,056 | $7.3M |
| Moulton Wealth Management, Inc. | 5.42% | New | 138,651 | $7.1M |
| Peapack Gladstone Financial Corp. | 0.10% | Reduce -2.3% | 138,255 | $7.0M |
| Rosenblum Silverman Sutton S F Inc. | 1.74% | Reduce -0.8% | 136,035 | $6.9M |
| Kesler, Norman & Wride, LLC | 1.45% | Add +10.0% | 131,983 | $6.7M |
| Oppenheimer & Co. Inc. | 0.10% | Reduce -5.0% | 129,847 | $6.6M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +2.9% | 129,348 | $6.6M |
| Rwa Wealth Partners, LLC | 0.08% | Reduce -8.7% | 129,290 | $6.6M |
| Financial Advocates Investment Management | 0.37% | Add +352.0% | 127,899 | $6.5M |
| Natixis Advisors, LLC | 0.01% | Reduce -7.7% | 126,198 | $6.4M |
| Private Advisor Group, LLC | 0.04% | Add +0.1% | 125,954 | $6.4M |
| Trek Financial, LLC | 0.48% | Add +153.0% | 125,665 | $6.4M |
| Chatham Capital Group, Inc. | 1.05% | Reduce -2.8% | 125,532 | $6.4M |
| Paces Ferry Wealth Advisors, LLC | 3.09% | Reduce -13.0% | 124,980 | $6.4M |
| Corient Private Wealth LP | 0.01% | New | 122,912 | $6.3M |
| BNP Paribas Financial Markets | 0.00% | Reduce -45.6% | 123,392 | $6.3M |
| Capital Advisory Group Advisory Services, LLC | 2.15% | Reduce -0.1% | 117,625 | $6.0M |
| Fca Corp. | 1.86% | Add +1.0% | 116,998 | $6.0M |
| Sanctuary Advisors, LLC | 0.04% | Add +12.0% | 116,157 | $5.9M |
| Cadence Bank | 0.40% | Add +38.9% | 116,462 | $5.9M |
| Citigroup Inc. | 0.01% | Reduce -29.7% | 115,478 | $5.9M |
| Penobscot Investment Management Company, Inc. | 0.53% | Add +21.5% | 115,002 | $5.9M |
| Columbus Macro, LLC | 0.80% | New | 113,881 | $5.8M |
| Parsons Capital Management Inc. | 0.31% | Add +508.0% | 113,398 | $5.8M |
| CIBC Private Wealth Group LLC | 0.01% | Add +0.5% | 112,733 | $5.7M |
| Compound Planning, Inc. | 0.29% | Add +38.5% | 111,953 | $5.7M |
| Colonial Trust Co / SC | 0.84% | Add +4.0% | 111,474 | $5.7M |
| Weaver Consulting Group | 1.72% | Add +7.4% | 109,896 | $5.6M |
| Waterloo Capital, L.P. | 0.58% | Reduce -11.1% | 107,930 | $5.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -3.0% | 107,194 | $5.5M |
| Fairview Capital Investment Management, LLC | 0.28% | Add +486.3% | 106,640 | $5.4M |
| AE Wealth Management LLC | 0.04% | Add +132.8% | 102,471 | $5.2M |
| Beirne Wealth Consulting Services, LLC | 1.84% | Reduce -0.5% | 100,271 | $5.1M |
| Advocacy Wealth Management, LLC | 0.39% | Reduce -14.5% | 100,099 | $5.1M |
| Canal Insurance CO | 1.31% | Add +28.2% | 100,000 | $5.0M |
| Stratos Wealth Partners, LTD. | 0.07% | Reduce -11.7% | 98,834 | $5.0M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +4.7% | 95,934 | $4.9M |
| Ssi Investment Management LLC | 1.68% | Add +1.7% | 92,504 | $4.7M |
| Portfolio Design Labs, LLC | 0.96% | New | 92,199 | $4.7M |
| Hilltop Holdings Inc. | 0.29% | Add +6.3% | 90,768 | $4.6M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.68% | Reduce -21.4% | 89,934 | $4.6M |
| Advisory Services Network, LLC | 0.09% | Add +8.1% | 89,834 | $4.6M |
| Impact Capital Partners LLC | 1.62% | — | 89,346 | $4.5M |
| Regal Investment Advisors LLC | 0.34% | Add +6.8% | 88,980 | $4.5M |
| Schechter Investment Advisors, LLC | 0.34% | Reduce -5.1% | 86,827 | $4.4M |
| Guidance Capital, Inc. | 1.34% | Reduce -11.6% | 85,853 | $4.4M |
| Mercer Global Advisors Inc. | 0.01% | Add +68.3% | 85,630 | $4.4M |
| US Financial Advisors, LLC | 1.34% | Add +4.6% | 85,571 | $4.4M |
| WealthTrust Asset Management, LLC | 3.06% | Add +107.5% | 83,843 | $4.3M |
| EverSource Wealth Advisors, LLC | 0.24% | Add +10.9% | 83,819 | $4.3M |
| Allworth Financial LP | 0.02% | Reduce -12.5% | 83,392 | $4.3M |
| Financial Sense Advisors, Inc. | 1.42% | New | 82,886 | $4.2M |
| Scarborough Advisors, LLC | 0.59% | Add +6.7% | 82,235 | $4.2M |
| Florida Trust Wealth Management Co | 0.13% | New | 82,153 | $4.2M |
| Weitzel Financial Services, Inc. | 1.95% | Reduce -1.0% | 81,483 | $4.1M |
| Insight Wealth Strategies, LLC | 0.55% | Reduce -0.9% | 80,528 | $4.1M |
| AdvisorNet Financial, Inc | 0.33% | Reduce -10.1% | 78,427 | $4.0M |
| Banco Santander, S.A. | 0.05% | Reduce -27.8% | 78,341 | $4.0M |
| Wedbush Securities Inc. | 0.14% | Add +0.7% | 78,268 | $4.0M |
| Glass Jacobson Investment Advisors llc | 1.30% | Reduce -0.0% | 77,626 | $3.9M |
| Sax Wealth Advisors, LLC | 0.30% | Reduce -12.9% | 76,460 | $3.9M |
| White Pine Capital LLC | 1.27% | Reduce -23.4% | 74,232 | $3.8M |
| Darden Wealth Group Inc | 2.51% | Reduce -0.3% | 72,878 | $3.7M |
| Shira Ridge Wealth Management | 1.77% | Add +18.7% | 70,931 | $3.6M |
| Creative Planning | 0.00% | Reduce -4.2% | 70,751 | $3.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -23.9% | 69,140 | $3.5M |
| Independent Advisor Alliance | 0.05% | New | 67,930 | $3.5M |
| Virtus Family Office LLC | 4.14% | Add +1.1% | 64,902 | $3.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -71.2% | 64,594 | $3.3M |
| Mgo One Seven LLC | 0.12% | Reduce -4.4% | 63,418 | $3.2M |
| Adams Wealth Management | 0.62% | Add +244.1% | 63,397 | $3.2M |
| CacheTech Inc. | 0.60% | Add +244.1% | 63,397 | $3.2M |
| Bleakley Financial Group, LLC | 0.10% | Add +3.5% | 62,908 | $3.2M |
| Arete Wealth Advisors, LLC | 0.22% | Add +18.7% | 60,629 | $3.1M |
| Princeton Global Asset Management LLC | 0.57% | Add +1.3% | 59,753 | $3.0M |
| Baird Financial Group, Inc. | 0.01% | Add +5.3% | 58,913 | $3.0M |
| Hudson Portfolio Management LLC | 2.93% | Reduce -1.1% | 58,701 | $3.0M |
| Dohj, LLC | 0.68% | Reduce -9.8% | 57,762 | $2.9M |
| Blue Capital, Inc. | 1.98% | — | 54,999 | $2.8M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +8.9% | 54,636 | $2.8M |
| Avantax Advisory Services, Inc. | 0.02% | Add +3.3% | 54,522 | $2.8M |
| NewEdge Advisors, LLC | 0.02% | Reduce -23.8% | 54,291 | $2.8M |
| Eldridge Investment Advisors, Inc. | 0.64% | Add +1.8% | 54,040 | $2.8M |
| Axxcess Wealth Management, LLC | 0.07% | Add +2.4% | 54,032 | $2.7M |
| Capital Asset Advisory Services LLC | 0.13% | Add +1.8% | 53,692 | $2.7M |
| Wrapmanager Inc. | 0.70% | Add +16.8% | 53,483 | $2.7M |
| GFG Capital, LLC | 0.74% | No change | 52,835 | $2.7M |
| Private Advisory Group LLC | 0.30% | Reduce -40.1% | 52,747 | $2.7M |
| Turning Point Benefit Group, Inc. | 2.54% | — | 52,436 | $2.7M |
| Legacy Capital Wealth Partners, LLC | 0.66% | Add +0.5% | 52,254 | $2.7M |
| Ascentis Independent Advisors | 0.51% | Add +150.8% | 52,161 | $2.7M |
| Farther Finance Advisors, LLC | 0.09% | Add +6.6% | 50,653 | $2.6M |
| Eagle Global Advisors LLC | 0.10% | Add +4.9% | 48,928 | $2.5M |
| Alpha Cubed Investments, LLC | 0.11% | Add +1.5% | 48,793 | $2.5M |
| Baring Financial LLC | 2.19% | — | 48,353 | $2.5M |
| Snowden Capital Advisors LLC | 0.08% | Add +0.7% | 48,235 | $2.5M |
| Cascade Financial Partners, LLC | 0.31% | Reduce -16.2% | 47,421 | $2.4M |
| Independent Solutions Wealth Management, LLC | 0.53% | Add +224.8% | 47,296 | $2.4M |
| AlphaStar Capital Management, LLC | 0.25% | Add +27.6% | 47,218 | $2.4M |
| Kingsview Wealth Management, LLC | 0.05% | Add +55.6% | 47,146 | $2.4M |
| PFG Advisors | 0.15% | Add +2.8% | 47,013 | $2.4M |
| Brookstone Capital Management | 0.03% | Reduce -1.8% | 46,366 | $2.4M |
| Leavell Investment Management, Inc. | 0.11% | Add +28.5% | 45,903 | $2.3M |
| Sowell Financial Services LLC | 0.12% | Add +20.3% | 45,903 | $2.3M |
| Bonfire Financial | 2.10% | — | 45,551 | $2.3M |
| Guardian Wealth Advisors, LLC / NC | 0.18% | Add +7.2% | 45,494 | $2.3M |
| ORG Partners LLC | 0.32% | Reduce -0.8% | 45,210 | $2.3M |
| Transamerica Financial Advisors, LLC | 0.23% | Reduce -0.8% | 45,006 | $2.3M |
| Regions Financial Corp. | 0.02% | Add +3.1% | 44,924 | $2.3M |
| D.A. Davidson & Co. | 0.02% | Reduce -4.0% | 44,647 | $2.3M |
| Bryn Mawr Trust Advisors, LLC | 0.12% | Reduce -29.9% | 44,492 | $2.3M |
| Destiny Wealth Partners, LLC | 0.37% | Add +7.2% | 44,338 | $2.3M |
| Park Avenue Securities LLC | 0.02% | Add +23.9% | 43,264 | $2.2M |
| Cresset Asset Management, LLC | 0.01% | Add +1.4% | 42,919 | $2.2M |
| Bigelow Investment Advisors, LLC | 1.01% | Reduce -6.0% | 42,396 | $2.2M |
| Global Retirement Partners, LLC | 0.06% | Add +9.3% | 41,251 | $2.1M |
| Webster Bank, N. A. | 0.22% | Add +166.1% | 41,007 | $2.1M |
| Cunning Capital Partners, LP | 1.25% | Add +24.2% | 41,000 | $2.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.09% | Reduce -7.1% | 40,962 | $2.1M |
| Central Pacific Bank - Trust Division | 0.28% | Reduce -40.1% | 40,870 | $2.1M |
| Edmond DE Rothschild Holding S.A. | 0.04% | Reduce -52.7% | 40,506 | $2.1M |
| Independent Financial Group, LLC | 0.07% | Add +199.0% | 40,437 | $2.1M |
| Waller Financial Planning Group, Inc. | 0.52% | Reduce -2.6% | 40,308 | $2.1M |
| Arkadios Wealth Advisors | 0.11% | Reduce -10.6% | 40,191 | $2.0M |
| Bank of New York Mellon Corp | 0.00% | Add +21.5% | 40,060 | $2.0M |
| First American Trust, FSB | 0.20% | Add +5.1% | 39,566 | $2.0M |
| Verdence Capital Advisors LLC | 0.16% | Reduce -20.4% | 39,242 | $2.0M |
| Sagace Wealth Management LLC | 1.50% | New | 39,223 | $2.0M |
| Donaldson Capital Management, LLC | 0.08% | No change | 38,835 | $2.0M |
| Reyes Financial Architecture, Inc. | 1.53% | — | 38,258 | $1.9M |
| Elmwood Wealth Management, Inc. | 0.78% | New | 37,793 | $1.9M |
| Arvest Investments, Inc. | 0.30% | Add +5.4% | 37,372 | $1.9M |
| Beaird Harris Wealth Management, LLC | 0.16% | Add +1.9% | 37,033 | $1.9M |
| ETF Store, Inc. | 2.32% | Reduce -4.3% | 36,702 | $1.9M |
| Roundview Capital LLC | 0.13% | Reduce -1.7% | 36,544 | $1.9M |
| Toews Corp. | 1.10% | Reduce -5.2% | 36,437 | $1.9M |
| One Capital Management, LLC | 0.06% | No change | 35,569 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +42.2% | 34,843 | $1.8M |
| Kades & Cheifetz LLC | 0.89% | Reduce -2.8% | 34,249 | $1.7M |
| First Hawaiian Bank | 0.06% | Reduce -2.4% | 34,093 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -20.6% | 33,707 | $1.7M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -20.6% | 33,707 | $1.7M |
| Bluesphere Advisors LLC | 0.83% | Reduce -6.6% | 33,485 | $1.7M |
| Principal Financial Group Inc. | 0.00% | Add +61.8% | 32,850 | $1.7M |
| Clarity Financial LLC | 0.20% | Reduce -0.3% | 32,846 | $1.7M |
| Blair William & Co. | 0.00% | Add +4.6% | 32,583 | $1.7M |
| Outlook Wealth Advisors, LLC | 0.47% | Reduce -2.7% | 32,149 | $1.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.13% | Add +195.4% | 31,989 | $1.6M |
| DHK Financial Advisors, Inc. | 0.98% | Add +1.8% | 31,726 | $1.6M |
| Bank of Montreal | 0.00% | Reduce -44.3% | 31,689 | $1.6M |
| First United Bank & Trust | 0.58% | Add +14.1% | 31,657 | $1.6M |
| Octavia Wealth Advisors, LLC | 0.19% | Reduce -12.0% | 30,909 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +20.8% | 30,693 | $1.6M |
| Clearstead Advisors, LLC | 0.02% | Reduce -14.6% | 30,615 | $1.6M |
| Jaffetilchin Investment Partners, LLC | 0.11% | Add +1.4% | 30,549 | $1.6M |
| Fiduciary Trust Co | 0.02% | Add +0.8% | 30,537 | $1.6M |
| Invenio Wealth Partners LLC | 0.65% | New | 30,476 | $1.6M |
| Callahan Advisors, LLC | 0.14% | Reduce -10.0% | 30,284 | $1.5M |
| Old National Bancorp | 0.04% | No change | 29,607 | $1.5M |
| Csenge Advisory Group | 0.08% | Reduce -8.0% | 29,529 | $1.5M |
| DMC Group, LLC | 1.21% | Reduce -3.1% | 29,337 | $1.5M |
| PFG Investments, LLC | 0.09% | Reduce -7.4% | 29,235 | $1.5M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -8.7% | 28,827 | $1.5M |
| NTV Asset Management LLC | 0.19% | Add +1.4% | 28,706 | $1.5M |
| Donor Advised Charitable Giving, Inc. | 0.03% | Add +1.8% | 28,444 | $1.4M |
| Westbourne Investments, Inc. | 0.85% | — | 28,280 | $1.4M |
| OneAscent Financial Services LLC | 0.12% | New | 28,004 | $1.4M |
| Union Savings Bank | 0.69% | Reduce -1.7% | 27,730 | $1.4M |
| ARK & TLK Investments, LLC | 0.48% | Add +371.0% | 27,017 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Add +5.4% | 26,841 | $1.4M |
| Kanawha Capital Management LLC | 0.11% | Add +1.3% | 26,714 | $1.4M |
| Heck Capital Advisors, LLC | 0.16% | Add +280.7% | 26,640 | $1.4M |
| Belpointe Asset Management LLC | 0.08% | Add +4.7% | 26,314 | $1.3M |
| Blue Fin Capital, Inc. | 0.24% | Add +2.1% | 25,505 | $1.3M |
| Jackson Creek Investment Advisors LLC | 0.39% | Add +7.5% | 25,340 | $1.3M |
| Flagship Harbor Advisors, LLC | 0.07% | Reduce -8.6% | 25,294 | $1.3M |
| Laird Norton Wetherby Wealth Management, LLC | 0.06% | No change | 25,065 | $1.3M |
| Forefront Analytics, LLC | 0.59% | Add +105.4% | 25,034 | $1.3M |
| Allianz Asset Management GmbH | 0.00% | No change | 25,000 | $1.3M |
| 1 North Wealth Services LLC | 0.54% | — | 24,935 | $1.3M |
| Capital Investment Advisory Services, LLC | 0.12% | Reduce -2.9% | 24,908 | $1.3M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | Add +69.2% | 24,870 | $1.3M |
| Harbour Investments, Inc. | 0.04% | Add +21.6% | 24,742 | $1.3M |
| SlateStone Wealth, LLC | 0.12% | Add +10.8% | 24,585 | $1.3M |
| Pension & Wealth Management Advisors, Inc. | 0.50% | Add +95.3% | 24,541 | $1.2M |
| TCP Asset Management, LLC | 0.27% | Reduce -93.0% | 24,380 | $1.2M |
| Syon Capital LLC | 0.11% | Add +5.9% | 24,177 | $1.2M |
| Wealth Management Resources, Inc. | 0.45% | New | 23,975 | $1.2M |
| TriaGen Wealth Management LLC | 0.41% | Add +7.7% | 23,901 | $1.2M |
| Gries Financial LLC | 0.21% | Reduce -44.9% | 23,768 | $1.2M |
| KMT Wealth Management, LLC | 0.96% | — | 23,590 | $1.2M |
| Synovus Financial Corp. | 0.02% | Add +6.1% | 23,473 | $1.2M |
| Atria Investments, Inc | 0.01% | Add +53.7% | 23,326 | $1.2M |
| Watts Gwilliam & Co., LLC | 0.25% | Add +219.0% | 23,281 | $1.2M |
| New Wave Wealth Advisors LLC | 0.48% | Reduce -7.9% | 23,060 | $1.2M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -11.2% | 23,011 | $1.2M |
| Flagstar Securities, Inc. | 0.29% | Add +2.1% | 22,766 | $1.2M |
| Atlas Private Wealth Advisors | 0.16% | No change | 22,740 | $1.2M |
| Foundations Investment Advisors, LLC | 0.02% | Add +77.0% | 22,567 | $1.1M |
| Independent Wealth Network Inc. | 0.46% | Add +2.1% | 22,137 | $1.1M |
| Holos Integrated Wealth LLC | 0.77% | — | 22,082 | $1.1M |
| Frisch Financial Group, Inc. | 0.34% | Add +118.6% | 22,025 | $1.1M |
| Global Trust Asset Management, LLC | 0.42% | Reduce -10.5% | 22,024 | $1.1M |
| OneAscent Wealth Management LLC | 0.46% | Add +73.0% | 21,798 | $1.1M |
| Mycio Wealth Partners, LLC | 0.26% | No change | 21,482 | $1.1M |
| Crabel Capital Management, LLC | 3.53% | Reduce -20.2% | 21,351 | $1.1M |
| May Hill Capital, LLC | 0.41% | — | 21,003 | $1.1M |
| Edgestream Partners, L.P. | 0.04% | Reduce -2.2% | 20,434 | $1.0M |
| RDA Financial Network | 0.30% | Reduce -49.9% | 20,336 | $1.0M |
| Pinnacle Financial Partners Inc | 0.02% | Add +3.9% | 20,168 | $1.0M |
| Concourse Financial Group Securities, Inc. | 0.06% | Add +134.3% | 20,069 | $1.0M |
| Centaurus Financial, Inc. | 0.06% | Add +2.9% | 20,015 | $1.0M |
| Venturi Wealth Management, LLC | 0.05% | Reduce -0.3% | 20,000 | $1.0M |
| Greenup Street Wealth Management LLC | 0.20% | Add +11.6% | 19,980 | $1.0M |
| WNY Asset Management, LLC | 0.12% | Add +19.8% | 19,713 | $1.0M |
| MGB Wealth Management, LLC | 0.31% | Reduce -1.6% | 19,508 | $992K |
| Jones Financial Companies LLLP | 0.00% | Add +93.4% | 19,228 | $978K |
| WBH Advisory Inc. | 0.09% | Add +28.4% | 19,132 | $973K |
| Diversify Advisory Services, LLC | 0.05% | Add +47.2% | 18,832 | $959K |
| Western Wealth Management, LLC | 0.05% | Reduce -6.4% | 18,783 | $956K |
| Stephens Group Asset Management, LLC | 0.08% | Add +5.4% | 18,711 | $952K |
| BTS Asset Management, Inc. | 0.95% | Reduce -3.7% | 18,694 | $951K |
| Trivium Point Advisory, LLC | 0.12% | Reduce -5.3% | 18,655 | $949K |
| Mowery & Schoenfeld Wealth Management, LLC | 1.83% | Reduce -56.5% | 18,488 | $941K |
| Crews Bank & Trust | 0.16% | — | 18,427 | $938K |
| Loudon Investment Management, LLC | 0.52% | Add +36.3% | 17,902 | $911K |
| Townsquare Capital LLC | 0.01% | Reduce -0.4% | 17,680 | $900K |
| Prepared Retirement Institute LLC | 0.51% | Reduce -13.1% | 17,671 | $899K |
| Capital Investment Services of America, Inc. | 0.08% | No change | 17,450 | $888K |
| Kane Investment Management, Inc. | 0.49% | — | 17,374 | $884K |
| Midwest Financial Network, LLC | 0.90% | — | 17,104 | $870K |
| Merit Financial Group, LLC | 0.02% | Add +26.9% | 17,077 | $869K |
| Guidance Point Advisors, LLC | 0.25% | Add +1.4% | 16,942 | $862K |
| L.K. Benson & Company, P.C. | 0.60% | — | 16,647 | $847K |
| Dakota Wealth Management | 0.02% | No change | 16,621 | $846K |
| Jane Street Group, LLC | 0.00% | Reduce -90.3% | 16,496 | $839K |
| Midwest Professional Planners, LTD. | 0.25% | Reduce -0.6% | 16,416 | $835K |
| Blueprint Investment Partners LLC | 0.13% | New | 16,199 | $824K |
| Joseph P. Lucia & Associates, LLC | 0.36% | Reduce -14.0% | 15,800 | $804K |
| Anchor Capital Advisors LLC | 0.02% | Reduce -5.4% | 15,650 | $796K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +7.9% | 15,511 | $789K |
| Napatree Capital LLC | 0.46% | New | 15,468 | $787K |
| Spartan Planning & Wealth Management | 0.72% | — | 15,406 | $784K |
| CENTRAL TRUST Co | 0.02% | Add +28.9% | 15,386 | $783K |
| Prospera Financial Services Inc | 0.02% | Reduce -1.6% | 15,338 | $781K |
| Avidian Wealth Enterprises, LLC | 0.04% | Reduce -8.3% | 15,331 | $780K |
| Connecticut Wealth Management, LLC | 0.04% | Reduce -1.2% | 15,311 | $779K |
| Baker Avenue Asset Management, LP | 0.02% | No change | 15,124 | $769K |
| Coldstream Capital Management Inc. | 0.02% | Reduce -0.5% | 15,070 | $767K |
| Western Financial Corp | 0.42% | Add +10.6% | 15,038 | $765K |
| Arax Advisory Partners | 0.05% | Add +17.1% | 15,025 | $764K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -46.2% | 14,978 | $764K |
| MMBG Investment Advisors Co. | 0.08% | Reduce -10.2% | 15,000 | $763K |
| Professional Financial Advisors, LLC | 0.19% | Reduce -0.8% | 14,903 | $758K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -35.3% | 14,810 | $754K |
| Pine Valley Investments Ltd Liability Co | 0.05% | Add +1.8% | 14,614 | $744K |
| WJ Wealth Management, LLC | 0.25% | Add +204.3% | 14,447 | $735K |
| Mosaic Financial Group, LLC | 0.53% | No change | 14,432 | $734K |
| Ashton Thomas Private Wealth, LLC | 0.03% | New | 14,316 | $728K |
| Ausdal Financial Partners, Inc. | 0.06% | Reduce -27.2% | 14,297 | $727K |
| Bright Futures Wealth Management, LLC. | 0.65% | New | 14,117 | $721K |
| Flavin Financial Services, Inc. | 0.69% | — | 14,153 | $720K |
| Stephens Inc. | 0.01% | Reduce -45.9% | 13,999 | $712K |
| IFP Advisors, Inc | 0.02% | Reduce -16.9% | 13,969 | $711K |
| International Assets Investment Management, LLC | 0.06% | New | 13,893 | $707K |
| Bellwether Advisors, LLC | 0.13% | Reduce -0.0% | 13,859 | $705K |
| Cardiff Park Advisors, LLC | 0.07% | Add +0.4% | 13,649 | $694K |
| Integrated Advisors Network LLC | 0.03% | Add +5.8% | 13,549 | $689K |
| Disciplined Investments, LLC | 0.34% | Reduce -4.0% | 13,522 | $688K |
| Klaas Financial Asset Advisors, LLC | 0.12% | Add +2.9% | 13,510 | $687K |
| L.M. Kohn & Company | 0.18% | New | 13,471 | $685K |
| Hobbs Group Advisors, LLC | 0.26% | Reduce -14.4% | 13,418 | $683K |
| Private Trust Co. NA | 0.07% | Add +28.3% | 13,286 | $676K |
| SageView Advisory Group, LLC | 0.03% | Add +167.8% | 13,033 | $663K |
| Stelac Advisory Services LLC | 0.26% | Reduce -23.5% | 12,913 | $657K |
| Wintrust Investments LLC | 0.58% | Add +21.4% | 12,901 | $656K |
| Calton & Associates, Inc. | 0.29% | Add +56.0% | 12,865 | $655K |
| Two West Capital Advisors LLC | 0.56% | Reduce -5.1% | 12,730 | $648K |
| Rise Advisors, LLC | 0.31% | Reduce -2.7% | 12,669 | $645K |
| Prevail Innovative Wealth Advisors, LLC | 0.19% | New | 12,662 | $644K |
| Cerity Partners LLC | 0.00% | Add +103.9% | 12,548 | $638K |
| Innealta Capital, LLC | 0.31% | Add +83.2% | 12,490 | $635K |
| Ameliora Wealth Management Ltd. | 0.24% | No change | 12,420 | $632K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -15.3% | 12,357 | $629K |
| Valmark Advisers, Inc. | 0.01% | Add +46.4% | 12,228 | $622K |
| Focus Partners Wealth | 0.00% | Add +54.2% | 12,199 | $621K |
| Register Financial Advisors LLC | 0.31% | Reduce -4.5% | 12,199 | $621K |
| Shufro Rose & Co. LLC | 0.05% | Reduce -6.3% | 11,900 | $605K |
| Black Swift Group, LLC | 0.13% | Add +143.9% | 11,770 | $599K |
| Pettyjohn, Wood & White, Inc. | 0.11% | Reduce -4.1% | 11,716 | $596K |
| Keybank National Association | 0.00% | New | 11,628 | $592K |
| Allianz SE | 0.01% | No change | 11,338 | $577K |
| World Investment Advisors | 0.02% | Reduce -0.5% | 11,265 | $573K |
| StoneX Group Inc. | 0.03% | Reduce -26.8% | 11,251 | $572K |
| Aveo Capital Partners, LLC | 0.06% | Reduce -2.5% | 11,247 | $572K |
| Welch & Forbes LLC | 0.01% | No change | 11,225 | $571K |
| Wealth Advisory Solutions, LLC | 0.16% | Reduce -0.0% | 10,994 | $559K |
| Patten Group, Inc. | 0.12% | Add +54.6% | 10,912 | $555K |
| First Heartland Consultants, Inc. | 0.06% | Add +27.6% | 10,867 | $553K |
| BridgePort Financial Solutions, LLC | 0.25% | — | 10,724 | $548K |
| Liberty Wealth Management LLC | 0.09% | Add +99.1% | 10,730 | $546K |
| Wesbanco Bank Inc. | 0.02% | Reduce -18.6% | 10,712 | $545K |
| Argus Investors' Counsel, Inc. | 0.36% | Add +11.1% | 10,677 | $543K |
| JFS Wealth Advisors, LLC | 0.04% | New | 10,612 | $540K |
| First Horizon Advisors, Inc. | 0.02% | Add +42.1% | 10,593 | $539K |
| Vicus Capital | 0.05% | Add +4.1% | 10,579 | $538K |
| Rialto Wealth Management, LLC | 0.18% | — | 10,468 | $533K |
| Nilsine Partners, LLC | 0.06% | Add +30.7% | 10,391 | $529K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 10,000 | $509K |
| M&T Bank Corp | 0.00% | Reduce -9.9% | 10,000 | $509K |
| Savant Capital, LLC | 0.00% | Reduce -52.4% | 9,965 | $507K |
| Breakwater Capital Group | 0.10% | Reduce -5.8% | 9,914 | $504K |
| Certified Advisory Corp | 0.05% | Reduce -1.0% | 9,820 | $500K |
| Novem Group | 0.07% | — | 9,715 | $494K |
| Thompson Davis & Co., Inc. | 0.32% | Reduce -28.5% | 9,667 | $492K |
| Lee Danner & Bass Inc. | 0.04% | New | 9,642 | $491K |
| Keystone Wealth Services, LLC | 0.13% | Reduce -2.4% | 9,625 | $490K |
| Powers Advisory Group, LLC | 0.24% | New | 9,532 | $485K |
| Hutchinson Capital Management | 0.09% | No change | 9,501 | $483K |
| Independent Family Office, LLC | 0.25% | No change | 9,420 | $479K |
| Main Street Financial Solutions, LLC | 0.05% | Add +2.4% | 9,368 | $477K |
| Portland Financial Advisors Inc | 1.27% | — | 9,298 | $473K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -7.2% | 9,202 | $468K |
| Founders Financial Securities LLC | 0.04% | New | 9,000 | $458K |
| Smith Thornton Advisors LLC | 0.29% | No change | 8,995 | $458K |
| Oxinas Partners, LLC | 0.27% | Reduce -36.9% | 8,973 | $457K |
| Rik Saylor Financial, Inc. | 0.41% | — | 8,718 | $444K |
| Horizon Investments, LLC | 0.01% | Add +261.9% | 8,472 | $429K |
| Smithfield Trust Co | 0.02% | Reduce -18.8% | 8,323 | $423K |
| Northwest Bancshares, Inc. | 0.08% | No change | 8,164 | $415K |
| United Asset Strategies, Inc. | 0.04% | Reduce -39.6% | 8,117 | $413K |
| Hohimer Wealth Management, LLC | 0.08% | Reduce -2.2% | 8,070 | $411K |
| Knuff & Co LLC | 0.12% | Add +15.0% | 8,050 | $410K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -6.6% | 8,042 | $409K |
| Continental Investors Services, Inc. | 0.81% | Add +1.6% | 8,011 | $408K |
| LexAurum Advisors, LLC | 0.08% | Reduce -21.9% | 7,978 | $406K |
| Creative Financial Designs Inc. | 0.03% | Add +199.0% | 7,945 | $404K |
| Summit Financial, LLC | 0.01% | Add +1.9% | 7,934 | $404K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -69.7% | 7,898 | $402K |
| Cherry Tree Wealth Management, LLC | 0.10% | Reduce -19.9% | 7,814 | $398K |
| Summit Asset Management, LLC | 0.07% | Add +26.3% | 7,783 | $396K |
| Summit Place Financial Advisors, LLC | 0.23% | Reduce -27.8% | 7,780 | $396K |
| First International Bank & Trust | 0.13% | No change | 7,742 | $394K |
| Bard Associates Inc. | 0.13% | Add +27.9% | 7,740 | $394K |
| Winnacle Wealth LLC | 0.39% | — | 7,753 | $392K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.03% | Add +2.5% | 7,638 | $389K |
| Anchor Pointe Wealth Management, LLC | 0.50% | — | 7,585 | $386K |
| MRP Capital Investments, LLC | 0.35% | Add +1400.0% | 7,500 | $382K |
| Meridian Management Co. | 0.10% | No change | 7,430 | $378K |
| Choreo, LLC | 0.01% | Reduce -1.8% | 7,411 | $377K |
| Mascagni Wealth Management, Inc. | 0.37% | — | 7,255 | $370K |
| Focus Financial Network, Inc. | 0.01% | Add +14.3% | 7,209 | $367K |
| Eagle Bay Advisors LLC | 0.23% | Reduce -14.3% | 7,204 | $367K |
| Liberty Square Wealth Partners LLC | 0.13% | — | 7,141 | $364K |
| First National Corp. /Ma/ | 0.08% | Reduce -0.5% | 7,080 | $360K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +40.9% | 7,003 | $356K |
| Alpha Omega Wealth Management LLC | 0.07% | No change | 6,990 | $356K |
| Ethos Financial Group, LLC | 0.05% | New | 6,927 | $352K |
| Coastline Trust Co | 0.04% | No change | 6,905 | $351K |
| TAP Consulting, LLC | 0.07% | Reduce -8.8% | 6,896 | $351K |
| Bison Wealth, LLC | 0.04% | — | 6,887 | $350K |
| Essex LLC | 0.07% | Reduce -19.9% | 6,823 | $347K |
| Elm3 Financial Group, LLC | 0.29% | — | 6,763 | $344K |
| Private Client Services, LLC | 0.18% | Add +53.8% | 6,662 | $339K |
| Fortis Capital Advisors, LLC | 0.12% | Add +0.1% | 6,609 | $338K |
| Royal Fund Management, LLC | 0.04% | New | 6,618 | $337K |
| SteelPeak Wealth, LLC | 0.01% | Add +2.2% | 6,522 | $332K |
| Integrated Capital Management, LLC | 0.18% | Reduce -3.8% | 6,514 | $331K |
| D L Carlson Investment Group Inc. | 0.06% | New | 6,476 | $329K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -2.6% | 6,362 | $324K |
| Charter Oak Capital Management, LLC | 0.03% | Reduce -23.1% | 6,337 | $322K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | No change | 6,100 | $310K |
| Tidemark, LLC | 0.12% | No change | 6,044 | $308K |
| Boston Family Office LLC | 0.02% | No change | 6,038 | $307K |
| Kraft, Davis & Associates, LLC | 0.09% | No change | 6,021 | $307K |
| Diversify Wealth Management, LLC | 0.02% | Add +0.3% | 6,000 | $306K |
| Ceeto Capital Group, LLC | 0.11% | No change | 6,000 | $305K |
| Sherman Asset Management, Inc. | 0.28% | — | 5,924 | $301K |
| Mezzasalma Advisors, LLC | 0.10% | Reduce -4.0% | 5,917 | $301K |
| HTLF Bank | 0.03% | No change | 5,900 | $300K |
| Fiduciary Financial Group, LLC | 0.07% | Reduce -2.1% | 5,840 | $298K |
| Fortitude Advisory Group L.L.C. | 0.18% | Reduce -1.0% | 5,834 | $297K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.11% | Add +38.8% | 5,801 | $295K |
| Chilton Capital Management LLC | 0.01% | No change | 5,774 | $294K |
| Evanson Asset Management, LLC | 0.02% | New | 5,746 | $292K |
| NewEdge Wealth, LLC | 0.01% | Reduce -9.9% | 5,678 | $289K |
| Naples Global Advisors, LLC | 0.03% | Add +1.4% | 5,630 | $286K |
| GWN Securities Inc. | 0.08% | — | 5,616 | $286K |
| Trilogy Capital Inc. | 0.01% | Reduce -0.7% | 5,615 | $286K |
| Prelude Capital Management, LLC | 0.02% | Reduce -87.6% | 5,556 | $283K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 5,528 | $281K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -0.4% | 5,512 | $280K |
| IHT Wealth Management, LLC | 0.01% | Reduce -17.5% | 5,502 | $280K |
| Fullcircle Wealth LLC | 0.11% | No change | 5,359 | $273K |
| Clarus Wealth Advisors | 0.14% | No change | 5,355 | $273K |
| Haverford Financial Services, Inc. | 0.08% | Add +0.8% | 5,364 | $273K |
| Ascent Group, LLC | 0.02% | Reduce -7.5% | 5,343 | $272K |
| Coppell Advisory Solutions LLC | 0.04% | Add +0.0% | 5,340 | $272K |
| Sovran Advisors, LLC | 0.04% | — | 5,315 | $271K |
| KG Capital Management | 0.09% | New | 5,320 | $271K |
| Meitav Investment House Ltd. | 0.00% | Reduce -14.9% | 5,249 | $267K |
| Financial Partners Group, Inc | 0.04% | Reduce -3.0% | 5,217 | $265K |
| Schmidt P J Investment Management Inc. | 0.05% | Reduce -1.5% | 5,183 | $264K |
| Capital Advisors, Ltd. LLC | 0.03% | Add +0.5% | 5,174 | $263K |
| Advyzon Investment Management, LLC | 0.10% | — | 5,152 | $262K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -66.7% | 5,107 | $260K |
| Spinnaker Investment Group, LLC | 0.06% | New | 5,100 | $259K |
| Seaside Wealth Management, Inc. | 0.09% | Add +1.8% | 5,092 | $259K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -3.8% | 5,084 | $259K |
| Mandatum Life Insurance Co Ltd | 0.08% | No change | 5,060 | $257K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -16.7% | 5,000 | $254K |
| Cypress Wealth Services, LLC | 0.05% | Reduce -59.8% | 4,970 | $253K |
| Inlet Private Wealth, LLC | 0.07% | Reduce -3.9% | 4,950 | $252K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 4,950 | $252K |
| CFM Wealth Partners LLC | 0.04% | No change | 4,850 | $247K |
| Salem Investment Counselors Inc. | 0.01% | No change | 4,790 | $244K |
| Powell Investment Advisors, LLC | 0.11% | No change | 4,674 | $238K |
| Interactive Financial Advisors, Inc. | 0.12% | Add +2.0% | 4,599 | $234K |
| XTX Topco Ltd | 0.02% | New | 4,589 | $233K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -7.1% | 4,574 | $233K |
| TrueWealth Advisors, LLC | 0.08% | No change | 4,540 | $231K |
| Optima Capital LLC | 0.16% | — | 4,502 | $229K |
| Investment Advisory Group, LLC | 0.08% | No change | 4,498 | $229K |
| Summit Wealth Partners, LLC | 0.05% | No change | 4,492 | $229K |
| KPP Advisory Services LLC | 0.05% | No change | 4,450 | $226K |
| Wealthstar Advisors, LLC | 0.10% | — | 4,407 | $224K |
| Exchange Bank | 0.18% | No change | 4,401 | $224K |
| Wealthspire Retirement, LLC | 0.02% | New | 4,391 | $223K |
| Wick Capital Partners, LLC | 0.07% | New | 4,390 | $223K |
| Vectors Research Management, LLC | 0.08% | Reduce -89.3% | 4,348 | $221K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -9.6% | 4,313 | $219K |
| Revisor Wealth Management LLC | 0.20% | New | 4,310 | $219K |
| Elevate Wealth Advisory, Inc. | 0.16% | Add +0.3% | 4,302 | $219K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 4,272 | $217K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 4,252 | $216K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Reduce -5.3% | 4,247 | $216K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -50.3% | 4,239 | $216K |
| First Manhattan Co. Llc. | 0.00% | Reduce -4.0% | 4,220 | $215K |
| Bay Rivers Group | 0.10% | New | 4,161 | $212K |
| Talon Private Wealth, LLC | 0.04% | New | 4,090 | $208K |
| Lifeworks Advisors, LLC | 0.04% | Reduce -9.4% | 4,032 | $205K |
| Financial Counselors Inc. | 0.00% | Reduce -83.9% | 4,020 | $205K |
| Northstar Advisory Group, LLC | 0.10% | New | 4,017 | $204K |
| West Wealth Group, LLC | 0.06% | Reduce -13.3% | 4,013 | $204K |
| American Financial Advisors, LLC | 0.03% | New | 4,000 | $204K |
| Burke & Herbert Bank & Trust Co. | 0.05% | Reduce -9.1% | 3,985 | $203K |
| Peddock Capital Advisors, LLC | 0.05% | No change | 3,980 | $203K |
| Ramiah Investment Group | 0.18% | Reduce -7.4% | 3,948 | $201K |
| CoreCap Advisors, LLC | 0.01% | Reduce -0.8% | 3,907 | $199K |
| Ancora Advisors LLC | 0.00% | Reduce -13.4% | 3,603 | $183K |
| FMR LLC | 0.00% | Add +32.6% | 3,577 | $182K |
| Laurel Wealth Advisors LLC | 0.03% | No change | 3,208 | $163K |
| Sachetta, LLC | 0.06% | No change | 3,200 | $163K |
| Y.D. More Investments Ltd | 0.01% | Add +1.2% | 21,150 | $161K |
| Glen Eagle Advisors, LLC | 0.03% | Add +100.7% | 2,990 | $152K |
| Principal Securities, Inc. | 0.00% | Reduce -34.7% | 2,737 | $139K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +26.6% | 2,680 | $136K |
| MAI Capital Management | 0.00% | New | 2,614 | $133K |
| Continuum Advisory, LLC | 0.02% | Add +11.6% | 2,443 | $124K |
| Addison Advisors LLC | 0.03% | Reduce -36.5% | 2,400 | $122K |
| Westside Investment Management, Inc. | 0.03% | No change | 2,353 | $120K |
| Hexagon Capital Partners LLC | 0.02% | No change | 2,300 | $117K |
| Marshall Investment Management, LLC | 0.07% | — | 2,289 | $117K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -2.2% | 2,266 | $115K |
| Cove Street Capital, LLC | 0.13% | No change | 2,200 | $112K |
| Archer Investment Corp | 0.03% | No change | 2,064 | $105K |
| Park Place Capital Corp | 0.03% | No change | 2,000 | $102K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 1,974 | $100K |
| MidAtlantic Capital Management, Inc. | 0.07% | New | 1,968 | $100K |
| West Branch Capital LLC | 0.03% | Reduce -10.9% | 1,966 | $100K |
| Gables Capital Management Inc. | 0.05% | No change | 1,946 | $99K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -34.7% | 1,945 | $99K |
| PFG Private Wealth Management, LLC | 0.05% | No change | 1,760 | $90K |
| Spire Wealth Management | 0.00% | Reduce -20.7% | 1,663 | $85K |
| Front Row Advisors LLC | 0.03% | Add +14.1% | 1,614 | $82K |
| Sanctuary Wealth Management, L.L.C. | 0.05% | Add +20.0% | 1,598 | $81K |
| Boyd Watterson Asset Management LLC | 0.02% | Add +227.5% | 1,392 | $71K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,387 | $71K |
| LRI Investments, LLC | 0.01% | Reduce -20.4% | 1,285 | $65K |
| Caldwell Trust Co | 0.01% | No change | 1,257 | $64K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.2% | 1,204 | $61K |
| Parallel Advisors, LLC | 0.00% | Reduce -63.1% | 1,150 | $59K |
| Sugarloaf Wealth Management, LLC | 0.01% | Add +1.8% | 1,147 | $58K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 1,129 | $57K |
| Headlands Technologies LLC | 0.01% | New | 1,118 | $57K |
| Whittier Trust Co. | 0.00% | No change | 1,105 | $56K |
| Blue Trust, Inc. | 0.00% | Add +3.4% | 1,060 | $54K |
| St Germain D J Co. Inc. | 0.00% | No change | 1,015 | $52K |
| IFS Advisors, LLC | 0.04% | No change | 1,000 | $51K |
| Transce3nd, LLC | 0.01% | — | 864 | $44K |
| Logan Capital Management Inc. | 0.00% | Add +67.4% | 807 | $41K |
| Capital Analysts, LLC | 0.00% | Add +0.5% | 803 | $41K |
| Fifth Third Bancorp | 0.00% | Add +1.4% | 797 | $41K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 708 | $36K |
| Hollencrest Capital Management | 0.00% | No change | 687 | $35K |
| Ameriflex Group, Inc. | 0.01% | — | 638 | $33K |
| WealthShield Partners, LLC | 0.00% | No change | 640 | $33K |
| Elevation Wealth Partners, LLC | 0.01% | Add +2.0% | 625 | $32K |
| Spectrum Wealth Counsel, LLC | 0.00% | Add +1.3% | 603 | $31K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 509 | $26K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 500 | $25K |
| North Star Investment Management Corp. | 0.00% | No change | 490 | $25K |
| Financial Freedom, LLC | 0.01% | Add +1.2% | 488 | $25K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 464 | $24K |
| Park Square Financial Group, LLC | 0.02% | — | 449 | $23K |
| Bell Investment Advisors, Inc | 0.00% | No change | 427 | $22K |
| Delta Asset Management LLC | 0.00% | No change | 425 | $22K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 400 | $20K |
| BTG Pactual Asset Management US LLC | 0.00% | New | 393 | $20K |
| Atlas Capital Advisors Inc. | 0.00% | New | 390 | $20K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 379 | $19K |
| Atwood & Palmer Inc. | 0.00% | No change | 379 | $19K |
| Caitlin John, LLC | 0.01% | No change | 358 | $18K |
| Friedenthal Financial | 0.01% | Add +24.0% | 357 | $18K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 325 | $17K |
| SouthState Bank Corp | 0.00% | New | 319 | $16K |
| Rogco, LP | 0.01% | Reduce -72.0% | 288 | $15K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 242 | $12K |
| City State Bank | 0.00% | Add +23.7% | 235 | $12K |
| State Farm Mutual Automobile Insurance Co. | 0.00% | New | 234 | $12K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -54.5% | 209 | $11K |
| WASHINGTON TRUST Co | 0.00% | Reduce -49.5% | 202 | $10K |
| Tsfg, LLC | 0.00% | No change | 197 | $10K |
| Decker Retirement Planning Inc. | 0.01% | — | 179 | $9K |
| Bangor Savings Bank | 0.00% | No change | 179 | $9K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -66.0% | 178 | $9K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 167 | $9K |
| Synergy Asset Management, LLC | 0.00% | New | 144 | $7K |
| Bristlecone Advisors, LLC | 0.00% | No change | 141 | $7K |
| NorthRock Partners, LLC | 0.00% | No change | 141 | $7K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 120 | $6K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 127 | $6K |
| Rothschild Investment LLC | 0.00% | No change | 108 | $5K |
| Synergy Investment Management, LLC | 0.00% | — | 106 | $5K |
| New England Asset Management Inc. | 0.00% | No change | 100 | $5K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 100 | $5K |
| Darwin Wealth Management, LLC | 0.00% | Reduce -81.5% | 99 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 98 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.3% | 80 | $4K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 79 | $4K |
| Covestor Ltd | 0.00% | Add +4.9% | 85 | $4K |
| Provident Wealth Management, LLC | 0.00% | No change | 63 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 57 | $3K |
| Millstone Evans Group, LLC | 0.00% | — | 51 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 46 | $2K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 44 | $2K |
| American Capital Advisory, LLC | 0.00% | New | 34 | $2K |
| Richardson Financial Services Inc. | 0.00% | Reduce -71.3% | 25 | $1K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 25 | $1K |
| Key Financial Inc | 0.00% | No change | 19 | $967 |
| Wingate Wealth Advisors, Inc. | 0.00% | — | 9 | $458 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 5 | $257 |
| GeoWealth Management, LLC | 0.00% | No change | 5 | $254 |
| Bear Mountain Capital, Inc. | 0.00% | No change | 4 | $204 |
| Sound Income Strategies, LLC | 0.00% | New | 4 | $204 |
| Fourth Dimension Wealth, LLC | 0.00% | — | 2 | $102 |
| Atticus Wealth Management, LLC | 0.00% | No change | 1 | $61 |
| Russell Investments Group, Ltd. | 0.00% | Reduce -99.9% | 1 | $37 |
"% 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.