iShares Floating Rate Bond EFLOTETF
13F holders, Q1 2025 (March 31)659holders +1
55new positions
48sold out
2famous investors
$51.03avg. 13F price*
At the end of Q1 2025, 659 institutions reported holding iShares Floating Rate Bond E (FLOT) in their 13F filings, up 1 from Q4 2024. 55 opened new positions and 48 sold out. The largest holders were Bank of America Corp. ($452.5M), Morgan Stanley ($278.1M) and Northern Trust Corp. ($231.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Floating Rate Bond E
- CUSIP
- 46429B655
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $135.5M |
| Exits | 48 | $42.7M |
All 13F filers, Q4 2024 → Q1 2025: 17,347,333 shares bought and 3,616,813 shares sold, net +13,730,520 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 659 holders
| Bank of America Corp. | 0.04% | Add +12.4% | 8,863,379 | $452.5M |
| Morgan Stanley | 0.02% | Add +13.5% | 5,446,909 | $278.1M |
| Northern Trust Corp. | 0.03% | Add +11.0% | 4,530,501 | $231.3M |
| LPL Financial LLC | 0.08% | Add +20.0% | 4,265,149 | $217.7M |
| Wells Fargo & Company | 0.04% | Add +15.1% | 3,059,303 | $156.2M |
| BlackRock, Inc. | 0.00% | Reduce -4.5% | 3,007,457 | $153.5M |
| New York Life Investment Management LLC | 1.53% | Reduce -4.0% | 2,934,473 | $149.8M |
| Franklin Resources Inc. | 0.04% | Add +2.2% | 2,895,327 | $147.8M |
| UBS Group AG | 0.03% | Add +7.2% | 2,692,838 | $137.5M |
| Ameriprise Financial Inc. | 0.04% | Add +143.4% | 2,611,975 | $133.0M |
| Glenview Trust Co | 2.51% | Add +4.0% | 2,529,427 | $129.1M |
| Royal Bank of Canada | 0.03% | Add +59.0% | 2,351,795 | $120.1M |
| Envestnet Asset Management Inc. | 0.04% | Add +16.5% | 2,188,432 | $111.7M |
| Renaissance Technologies | 0.17% | Add +24.7% | 2,184,300 | $111.5M |
| Assetmark, Inc. | 0.28% | Add +3.5% | 2,016,732 | $103.0M |
| PNC Financial Services Group, Inc. | 0.05% | Add +3.1% | 1,981,408 | $101.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -3.4% | 1,366,506 | $69.8M |
| DAVENPORT & Co LLC | 0.40% | Add +3.6% | 1,330,362 | $67.9M |
| Flputnam Investment Management Co. | 1.13% | Add +3.0% | 1,182,988 | $60.4M |
| Cetera Investment Advisers | 0.11% | Add +15.4% | 1,156,821 | $59.1M |
| Truist Financial Corp. | 0.09% | Add +7.8% | 1,110,508 | $56.7M |
| Raymond James Financial Inc. | 0.02% | Add +14.7% | 988,851 | $50.5M |
| Haverford Trust Co | 0.50% | Reduce -6.0% | 974,716 | $49.8M |
| Hartline Investment Corp./ | 6.41% | Add +30.4% | 940,534 | $48.0M |
| TRUE Private Wealth Advisors | 5.46% | Add +7.4% | 879,848 | $44.9M |
| Schroder Investment Management Group | 0.04% | New | 851,628 | $43.5M |
| Barings LLC | 1.01% | Reduce -10.3% | 780,000 | $39.8M |
| Demars Financial Group, LLC | 16.75% | Add +3.4% | 773,271 | $39.5M |
| Verdence Capital Advisors LLC | 2.97% | Add +1841.4% | 761,857 | $38.9M |
| 1832 Asset Management L.P. | 0.07% | Reduce -0.2% | 748,495 | $38.2M |
| Diversified Portfolios, Inc. | 3.95% | Add +14.9% | 736,398 | $37.6M |
| MML Investors Services, LLC | 0.12% | Add +4.2% | 703,906 | $35.9M |
| Osaic Holdings, Inc. | 0.08% | Add +18.0% | 695,359 | $35.5M |
| NorthCoast Asset Management LLC | 0.16% | Add +10.7% | 623,289 | $31.8M |
| HighTower Advisors, LLC | 0.04% | Add +30.1% | 605,132 | $30.9M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +56.0% | 603,413 | $30.8M |
| Occidental Asset Management, LLC | 4.22% | Add +91.7% | 547,540 | $28.0M |
| Towercrest Capital Management | 5.12% | Reduce -19.4% | 528,216 | $27.0M |
| Atria Wealth Solutions, Inc. | 0.32% | Add +43.1% | 525,021 | $26.8M |
| Destination Wealth Management | 0.80% | Add +3.8% | 498,251 | $25.4M |
| OneDigital Investment Advisors LLC | 0.28% | Add +49.5% | 454,800 | $23.2M |
| Modera Wealth Management, LLC | 0.31% | Reduce -6.3% | 452,864 | $23.1M |
| Willis Johnson & Associates, Inc. | 1.75% | Add +5.9% | 452,046 | $23.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.1% | 451,446 | $23.0M |
| Cape Cod Five Cents Savings Bank | 2.02% | No change | 432,756 | $22.1M |
| Florida Trust Wealth Management Co | 0.70% | Add +414.9% | 423,038 | $21.6M |
| Captrust Financial Advisors | 0.05% | Add +1.0% | 421,984 | $21.5M |
| Stifel Financial Corp. | 0.02% | Add +2.0% | 390,332 | $19.9M |
| Sei Investments Co. | 0.03% | New | 382,699 | $19.5M |
| Commonwealth Equity Services, LLC | 0.03% | Add +5.7% | 379,082 | $19.4M |
| Baker Avenue Asset Management, LP | 0.60% | Add +2400.1% | 378,107 | $19.3M |
| Comerica Bank | 0.08% | Add +0.5% | 365,793 | $18.7M |
| Sigma Planning Corp | 0.57% | Add +42.7% | 351,431 | $17.9M |
| LJI Wealth Management, LLC | 3.56% | Add +4.2% | 350,600 | $17.9M |
| Mariner, LLC | 0.03% | Reduce -3.1% | 344,491 | $17.6M |
| Cwm, LLC | 0.07% | Reduce -2.6% | 340,213 | $17.4M |
| RFG Advisory, LLC | 0.46% | Add +32.8% | 330,973 | $16.9M |
| LaFleur & Godfrey LLC | 2.29% | Add +67.6% | 329,986 | $16.8M |
| US Bancorp \de | 0.02% | Add +12.1% | 314,216 | $16.0M |
| Citadel Advisors | 0.02% | New | 309,140 | $15.8M |
| Avior Wealth Management, LLC | 0.60% | Add +50.3% | 308,977 | $15.8M |
| Guggenheim Capital LLC | 0.14% | Add +11.1% | 299,108 | $15.3M |
| Cibc World Market Inc. | 0.03% | Add +71.7% | 294,067 | $15.0M |
| Colonial Trust Advisors | 1.30% | Add +18.0% | 287,014 | $14.7M |
| Capital Market Strategies LLC | 9.72% | Add +3.0% | 283,641 | $14.5M |
| Integrated Wealth Concepts LLC | 0.17% | Add +39.4% | 281,114 | $14.4M |
| National Bank of Canada | 0.02% | Add +40.5% | 278,861 | $14.2M |
| Proficio Capital Partners LLC | 1.10% | Add +23.1% | 279,383 | $14.2M |
| McMorgan & Co. LLC | 2.18% | Reduce -61.9% | 266,757 | $13.6M |
| Trustmark Bank Trust Department | 1.00% | Add +3.8% | 263,729 | $13.5M |
| Cascade Wealth Advisors, Inc | 9.05% | Add +0.3% | 258,269 | $13.1M |
| United Capital Financial Advisors, LLC | 0.11% | Add +62.5% | 255,406 | $13.0M |
| Betterment LLC | 0.03% | Add +13.8% | 245,106 | $12.5M |
| Semmax Financial Advisors Inc. | 3.38% | Add +6.0% | 245,876 | $12.5M |
| Alliance Wealth Management Group | 3.31% | Reduce -2.7% | 240,784 | $12.3M |
| Equitable Holdings, Inc. | 0.12% | Add +47.4% | 237,789 | $12.1M |
| Nutshell Asset Management Ltd | 6.24% | Add +33.5% | 234,552 | $12.0M |
| Jane Street Group, LLC | 0.02% | Add +1308.4% | 232,325 | $11.9M |
| Prime Capital Investment Advisors, LLC | 0.14% | Add +906.3% | 231,569 | $11.8M |
| Mutual Advisors, LLC | 0.34% | Reduce -7.8% | 230,424 | $11.7M |
| Ifrah Financial Services, Inc. | 3.34% | Add +3.9% | 227,452 | $11.6M |
| Moulton Wealth Management, Inc. | 8.32% | Add +54.1% | 213,726 | $10.9M |
| Cary Street Partners Financial LLC | 0.34% | Add +6.3% | 212,380 | $10.8M |
| Scotia Capital Inc. | 0.06% | Reduce -3.8% | 208,452 | $10.6M |
| Sierra Capital LLC | 1.17% | Add +9.3% | 189,817 | $9.7M |
| Clarus Wealth Advisors | 5.03% | Add +3372.4% | 185,946 | $9.4M |
| Apollon Wealth Management, LLC | 0.20% | Add +0.2% | 177,585 | $9.1M |
| Buska Wealth Management, LLC | 2.83% | Add +12.6% | 177,101 | $9.0M |
| CreativeOne Wealth, LLC | 0.27% | Reduce -3.0% | 174,764 | $8.9M |
| Private Advisor Group, LLC | 0.05% | Add +36.0% | 171,359 | $8.7M |
| Parsons Capital Management Inc. | 0.48% | Add +51.0% | 171,208 | $8.7M |
| Castle Rock Wealth Management, LLC | 2.35% | Reduce -4.2% | 171,128 | $8.7M |
| Windsor Capital Management, LLC | 2.63% | Add +1.0% | 168,099 | $8.6M |
| Ashton Thomas Private Wealth, LLC | 0.33% | Add +1063.1% | 166,507 | $8.5M |
| Perennial Advisors, LLC | 1.66% | Add +11.3% | 163,200 | $8.3M |
| Financial Sense Advisors, Inc. | 2.38% | Add +96.6% | 162,935 | $8.3M |
| Piedmont Capital Management, LLC | 5.94% | Add +3.7% | 164,919 | $8.3M |
| Integrated Advisors Network LLC | 0.42% | Add +1095.7% | 162,000 | $8.3M |
| James Investment Research, Inc. | 1.04% | Add +5.8% | 160,377 | $8.2M |
| Hoge Financial Services, LLC | 5.70% | Add +6.8% | 159,686 | $8.2M |
| Kensington Asset Management, LLC | 0.85% | New | 158,447 | $8.1M |
| WESCAP Management Group, Inc. | 1.95% | Reduce -3.9% | 156,947 | $8.0M |
| Chesley Taft & Associates LLC | 0.38% | Add +7.6% | 154,535 | $7.9M |
| Kesler, Norman & Wride, LLC | 1.47% | Add +14.7% | 151,426 | $7.7M |
| Orange Investment Advisors, Inc. | 0.92% | Add +3.5% | 151,134 | $7.7M |
| Courier Capital LLC | 0.50% | Reduce -5.0% | 150,397 | $7.7M |
| Financial Advocates Investment Management | 0.54% | Add +17.2% | 149,886 | $7.7M |
| Single Point Partners, LLC | 1.78% | Reduce -4.8% | 148,289 | $7.6M |
| Obsidian Personal Planning Solutions LLC | 3.35% | Add +2.9% | 147,187 | $7.5M |
| Chatham Capital Group, Inc. | 1.25% | Add +16.5% | 146,282 | $7.5M |
| Grey Ledge Advisors, LLC | 1.92% | Reduce -5.2% | 142,942 | $7.3M |
| Rosenblum Silverman Sutton S F Inc. | 1.98% | Add +3.4% | 140,706 | $7.2M |
| Oppenheimer & Co. Inc. | 0.11% | Add +8.4% | 140,696 | $7.2M |
| Probity Advisors, Inc. | 1.36% | Reduce -9.3% | 138,663 | $7.1M |
| Financial Advisory Partners, LLC | 2.35% | New | 137,746 | $7.0M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -5.6% | 136,069 | $6.9M |
| Fairview Capital Investment Management, LLC | 0.37% | Add +26.6% | 134,990 | $6.9M |
| Columbus Macro, LLC | 0.91% | Add +18.1% | 134,517 | $6.9M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.07% | Reduce -49.7% | 132,870 | $6.8M |
| Peapack Gladstone Financial Corp. | 0.10% | Reduce -3.6% | 133,242 | $6.8M |
| Sax Wealth Advisors, LLC | 0.48% | Add +73.5% | 132,667 | $6.8M |
| Natixis Advisors, LLC | 0.01% | Add +4.9% | 132,338 | $6.8M |
| Alpha Zero LLC | 5.12% | New | 131,524 | $6.7M |
| Paces Ferry Wealth Advisors, LLC | 3.32% | Add +4.7% | 130,875 | $6.7M |
| Cadence Bank | 0.47% | Add +11.6% | 129,988 | $6.6M |
| Capital Advisory Group Advisory Services, LLC | 2.52% | Add +10.0% | 129,393 | $6.6M |
| Penobscot Investment Management Company, Inc. | 0.61% | Add +11.3% | 127,981 | $6.5M |
| Hilltop Holdings Inc. | 0.41% | Add +40.5% | 127,534 | $6.5M |
| Weaver Consulting Group | 1.91% | Add +13.3% | 124,468 | $6.4M |
| Steward Partners Investment Advisory, LLC | 0.06% | Reduce -3.9% | 124,266 | $6.3M |
| CIBC Private Wealth Group LLC | 0.01% | Add +11.1% | 125,253 | $6.3M |
| Advocacy Wealth Management, LLC | 0.42% | Add +19.6% | 119,770 | $6.1M |
| Rwa Wealth Partners, LLC | 0.08% | Reduce -7.4% | 119,755 | $6.1M |
| Turning Point Benefit Group, Inc. | 5.70% | Add +130.9% | 121,099 | $6.1M |
| Compound Planning, Inc. | 0.28% | Add +6.5% | 119,233 | $6.1M |
| FC Advisory LLC | 2.05% | New | 118,727 | $6.1M |
| Fca Corp. | 1.92% | Add +0.6% | 117,716 | $6.0M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -22.2% | 116,921 | $6.0M |
| Stratos Wealth Partners, LTD. | 0.09% | Add +18.1% | 116,775 | $6.0M |
| Waterloo Capital, L.P. | 0.55% | Add +7.1% | 115,591 | $5.9M |
| Corient Private Wealth LP | 0.01% | Reduce -6.0% | 115,529 | $5.9M |
| Citigroup Inc. | 0.00% | Reduce -0.1% | 115,302 | $5.9M |
| AlphaStar Capital Management, LLC | 0.58% | Add +140.2% | 113,437 | $5.8M |
| iA Global Asset Management Inc. | 0.10% | New | 113,000 | $5.8M |
| Colonial Trust Co / SC | 0.88% | Reduce -0.3% | 111,155 | $5.7M |
| Impact Capital Partners LLC | 1.99% | Add +20.1% | 107,343 | $5.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.2% | 105,891 | $5.4M |
| WealthTrust Asset Management, LLC | 3.91% | Add +23.4% | 103,433 | $5.3M |
| AE Wealth Management LLC | 0.04% | Add +0.6% | 103,076 | $5.3M |
| Beirne Wealth Consulting Services, LLC | 1.85% | Add +1.3% | 101,594 | $5.2M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -13.2% | 100,823 | $5.1M |
| EverSource Wealth Advisors, LLC | 0.28% | Add +17.5% | 98,481 | $5.0M |
| Carmel Capital Partners, LLC | 1.97% | Reduce -59.5% | 98,336 | $5.0M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +1.0% | 96,901 | $4.9M |
| Ascent Group, LLC | 0.21% | Add +1710.0% | 96,711 | $4.9M |
| Ssi Investment Management LLC | 1.97% | Add +3.0% | 95,266 | $4.9M |
| Advisory Services Network, LLC | 0.09% | Add +5.8% | 95,026 | $4.9M |
| WNY Asset Management, LLC | 0.57% | Add +378.6% | 94,344 | $4.8M |
| J.W. Cole Advisors, Inc. | 0.15% | Add +205.2% | 93,662 | $4.8M |
| Portfolio Design Labs, LLC | 0.96% | Reduce -0.8% | 91,484 | $4.7M |
| Schechter Investment Advisors, LLC | 0.38% | Add +4.1% | 90,365 | $4.6M |
| Regal Investment Advisors LLC | 0.37% | Add +0.9% | 89,811 | $4.6M |
| US Financial Advisors, LLC | 1.27% | Reduce -1.9% | 83,986 | $4.3M |
| Scarborough Advisors, LLC | 0.61% | Add +1.9% | 83,764 | $4.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +19.1% | 82,380 | $4.2M |
| Foundations Investment Advisors, LLC | 0.08% | Add +263.6% | 82,046 | $4.2M |
| Guidance Capital, Inc. | 1.28% | Reduce -4.2% | 82,289 | $4.2M |
| Weitzel Financial Services, Inc. | 1.99% | Add +0.6% | 81,998 | $4.2M |
| Arete Wealth Advisors, LLC | 0.32% | Add +34.4% | 81,484 | $4.2M |
| Adams Wealth Management | 0.80% | Add +25.2% | 79,389 | $4.1M |
| CacheTech Inc. | 0.79% | Add +25.2% | 79,389 | $4.1M |
| Insight Wealth Strategies, LLC | 0.54% | Reduce -1.6% | 79,245 | $4.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -36.1% | 78,870 | $4.0M |
| Wedbush Securities Inc. | 0.15% | Add +0.6% | 78,760 | $4.0M |
| Canal Insurance CO | 0.94% | Reduce -22.0% | 78,000 | $4.0M |
| Glass Jacobson Investment Advisors llc | 1.30% | No change | 77,626 | $3.9M |
| AdvisorNet Financial, Inc | 0.29% | Reduce -1.5% | 77,260 | $3.9M |
| Darden Wealth Group Inc | 2.97% | Add +2.1% | 74,397 | $3.8M |
| Creative Planning | 0.00% | Add +4.9% | 74,238 | $3.8M |
| Oxinas Partners, LLC | 2.21% | Add +716.6% | 73,271 | $3.7M |
| Baring Financial LLC | 3.13% | Add +51.1% | 73,042 | $3.7M |
| Beacon Financial Group | 0.40% | Reduce -66.3% | 72,496 | $3.7M |
| Allworth Financial LP | 0.02% | Reduce -12.9% | 72,669 | $3.7M |
| Shira Ridge Wealth Management | 1.84% | Add +2.0% | 72,382 | $3.7M |
| Kingsview Wealth Management, LLC | 0.07% | Add +52.6% | 71,929 | $3.7M |
| Brookstone Capital Management | 0.05% | Add +55.0% | 71,852 | $3.7M |
| VestGen Advisors, LLC | 0.17% | — | 71,282 | $3.6M |
| White Pine Capital LLC | 1.25% | Reduce -4.9% | 70,619 | $3.6M |
| Bleakley Financial Group, LLC | 0.11% | Add +8.5% | 68,228 | $3.5M |
| Axxcess Wealth Management, LLC | 0.09% | Add +25.2% | 67,644 | $3.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -25.2% | 64,015 | $3.3M |
| Avantax Advisory Services, Inc. | 0.02% | Add +17.3% | 63,976 | $3.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.0% | 63,924 | $3.3M |
| Hudson Portfolio Management LLC | 3.11% | Add +8.2% | 63,512 | $3.2M |
| Dohj, LLC | 0.74% | Add +9.6% | 63,291 | $3.2M |
| CoreCap Advisors, LLC | 0.14% | Add +1519.7% | 63,282 | $3.2M |
| Merit Financial Group, LLC | 0.05% | Add +268.8% | 62,978 | $3.2M |
| Gerber Kawasaki Wealth & Investment Management | 0.14% | Add +51.7% | 62,154 | $3.2M |
| Virtus Family Office LLC | 4.06% | Reduce -4.6% | 61,912 | $3.2M |
| Mgo One Seven LLC | 0.12% | Reduce -4.0% | 60,891 | $3.1M |
| Princeton Global Asset Management LLC | 0.61% | Add +0.2% | 59,869 | $3.1M |
| PFG Advisors | 0.17% | Add +26.4% | 59,402 | $3.0M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +7.6% | 58,767 | $3.0M |
| Park Avenue Securities LLC | 0.04% | Add +34.3% | 58,082 | $3.0M |
| D.A. Davidson & Co. | 0.02% | Add +29.5% | 57,836 | $3.0M |
| Bank of New York Mellon Corp | 0.00% | Add +43.3% | 57,406 | $2.9M |
| Wrapmanager Inc. | 0.77% | Add +7.2% | 57,330 | $2.9M |
| Farther Finance Advisors, LLC | 0.07% | Add +13.1% | 57,280 | $2.9M |
| Capital Asset Advisory Services LLC | 0.15% | Add +4.8% | 56,270 | $2.9M |
| Belpointe Asset Management LLC | 0.15% | Add +108.6% | 54,886 | $2.8M |
| Waverly Advisors, LLC | 0.03% | New | 54,783 | $2.8M |
| Eldridge Investment Advisors, Inc. | 0.64% | Add +0.8% | 54,457 | $2.8M |
| Legacy Capital Wealth Partners, LLC | 0.67% | Add +1.8% | 53,171 | $2.7M |
| GFG Capital, LLC | 0.83% | No change | 52,835 | $2.7M |
| Ascentis Independent Advisors | 0.53% | Reduce -0.1% | 52,133 | $2.7M |
| Heck Capital Advisors, LLC | 0.30% | Add +93.8% | 51,636 | $2.6M |
| Independent Solutions Wealth Management, LLC | 0.58% | Add +8.1% | 51,113 | $2.6M |
| ETF Store, Inc. | 3.20% | Add +39.2% | 51,093 | $2.6M |
| Transamerica Financial Advisors, LLC | 0.26% | Add +12.4% | 50,605 | $2.6M |
| Cunning Capital Partners, LP | 1.63% | Add +21.9% | 50,000 | $2.6M |
| Sowell Financial Services LLC | 0.11% | Add +6.9% | 49,090 | $2.5M |
| Toews Corp. | 1.10% | Add +34.3% | 48,924 | $2.5M |
| Destiny Wealth Partners, LLC | 0.39% | Add +8.2% | 47,952 | $2.4M |
| Leavell Investment Management, Inc. | 0.12% | Add +4.2% | 47,848 | $2.4M |
| Private Advisory Group LLC | 0.28% | Reduce -9.8% | 47,591 | $2.4M |
| Snowden Capital Advisors LLC | 0.08% | Reduce -3.1% | 46,719 | $2.4M |
| Alpha Cubed Investments, LLC | 0.11% | Reduce -4.8% | 46,470 | $2.4M |
| Arkadios Wealth Advisors | 0.09% | Add +15.1% | 46,277 | $2.4M |
| Guardian Wealth Advisors, LLC / NC | 0.19% | Add +1.6% | 46,235 | $2.4M |
| Cascade Financial Partners, LLC | 0.30% | Reduce -3.3% | 45,852 | $2.3M |
| LexAurum Advisors, LLC | 0.44% | Add +457.6% | 44,482 | $2.3M |
| ORG Partners LLC | 0.58% | Reduce -1.4% | 44,598 | $2.3M |
| Bonfire Financial | 2.08% | Reduce -3.0% | 44,181 | $2.3M |
| Nilsine Partners, LLC | 0.25% | Add +322.4% | 43,897 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -20.1% | 43,376 | $2.2M |
| Cresset Asset Management, LLC | 0.01% | Add +0.6% | 43,171 | $2.2M |
| Eagle Global Advisors LLC | 0.09% | Reduce -12.0% | 43,058 | $2.2M |
| Webster Bank, N. A. | 0.24% | Add +4.9% | 43,007 | $2.2M |
| Arvest Investments, Inc. | 0.34% | Add +13.6% | 42,460 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +116.5% | 41,620 | $2.1M |
| Bigelow Investment Advisors, LLC | 1.00% | Reduce -3.0% | 41,101 | $2.1M |
| RiverTree Advisors, LLC | 1.38% | New | 40,312 | $2.1M |
| Waller Financial Planning Group, Inc. | 0.57% | Reduce -2.0% | 39,490 | $2.0M |
| Lion Street Advisors, LLC | 0.64% | New | 39,306 | $2.0M |
| Sagace Wealth Management LLC | 1.51% | No change | 39,223 | $2.0M |
| Independent Wealth Network Inc. | 0.79% | Add +74.5% | 38,626 | $2.0M |
| Brookwood Investment Group LLC | 0.34% | — | 38,193 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Reduce -35.7% | 37,905 | $1.9M |
| One Capital Management, LLC | 0.07% | Add +6.4% | 37,842 | $1.9M |
| Central Pacific Bank - Trust Division | 0.28% | Reduce -7.9% | 37,628 | $1.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.15% | Add +17.5% | 37,600 | $1.9M |
| Beaird Harris Wealth Management, LLC | 0.16% | Add +0.8% | 37,319 | $1.9M |
| Wealth Management Resources, Inc. | 0.68% | Add +53.8% | 36,884 | $1.9M |
| Outlook Wealth Advisors, LLC | 0.52% | Add +14.0% | 36,648 | $1.9M |
| Elmwood Wealth Management, Inc. | 0.76% | Reduce -3.9% | 36,323 | $1.9M |
| First American Trust, FSB | 0.17% | Reduce -9.4% | 35,861 | $1.8M |
| Bryn Mawr Trust Advisors, LLC | 0.11% | Reduce -20.1% | 35,544 | $1.8M |
| Independent Financial Group, LLC | 0.06% | Reduce -13.4% | 35,001 | $1.8M |
| HSBC Holdings PLC | 0.00% | Reduce -90.8% | 34,474 | $1.8M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Add +18.2% | 34,066 | $1.7M |
| Roundview Capital LLC | 0.13% | Reduce -6.8% | 34,061 | $1.7M |
| Bluesphere Advisors LLC | 0.99% | Add +0.8% | 33,745 | $1.7M |
| Donaldson Capital Management, LLC | 0.06% | Reduce -14.1% | 33,375 | $1.7M |
| Pension & Wealth Management Advisors, Inc. | 0.63% | Add +35.5% | 33,240 | $1.7M |
| OneAscent Financial Services LLC | 0.11% | Add +17.1% | 32,805 | $1.7M |
| DHK Financial Advisors, Inc. | 0.90% | Add +0.8% | 31,971 | $1.6M |
| Powers Advisory Group, LLC | 0.76% | Add +228.2% | 31,282 | $1.6M |
| Csenge Advisory Group | 0.09% | Add +6.1% | 31,338 | $1.6M |
| NTV Asset Management LLC | 0.21% | Add +8.4% | 31,106 | $1.6M |
| Westbourne Investments, Inc. | 0.96% | Add +9.9% | 31,075 | $1.6M |
| Jaffetilchin Investment Partners, LLC | 0.11% | Add +0.6% | 30,740 | $1.6M |
| Fiduciary Trust Co | 0.02% | No change | 30,537 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -12.4% | 30,516 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -10.7% | 30,112 | $1.5M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -10.7% | 30,112 | $1.5M |
| Octavia Wealth Advisors, LLC | 0.18% | Reduce -3.9% | 29,717 | $1.5M |
| Old National Bancorp | 0.04% | Reduce -0.0% | 29,604 | $1.5M |
| Atria Investments, Inc | 0.02% | Add +26.3% | 29,456 | $1.5M |
| Blair William & Co. | 0.00% | Reduce -10.0% | 29,321 | $1.5M |
| Callahan Advisors, LLC | 0.14% | Reduce -5.7% | 28,569 | $1.5M |
| PFG Investments, LLC | 0.09% | Reduce -3.0% | 28,357 | $1.4M |
| Loudon Investment Management, LLC | 0.82% | Add +57.5% | 28,187 | $1.4M |
| 1 North Wealth Services LLC | 0.65% | Add +10.9% | 27,659 | $1.4M |
| Nalls Sherbakoff Group, LLC | 1.15% | — | 27,598 | $1.4M |
| Klaas Financial Asset Advisors, LLC | 0.24% | Add +104.1% | 27,576 | $1.4M |
| SlateStone Wealth, LLC | 0.14% | Add +11.3% | 27,360 | $1.4M |
| Blue Fin Capital, Inc. | 0.27% | Add +5.8% | 26,980 | $1.4M |
| Kanawha Capital Management LLC | 0.11% | Reduce -0.4% | 26,604 | $1.4M |
| ARK & TLK Investments, LLC | 0.48% | Reduce -1.6% | 26,582 | $1.4M |
| OneAscent Wealth Management LLC | 0.59% | Add +21.4% | 26,457 | $1.4M |
| First United Bank & Trust | 0.50% | Reduce -17.3% | 26,182 | $1.3M |
| New Wave Wealth Advisors LLC | 0.60% | Add +12.9% | 26,031 | $1.3M |
| Jackson Creek Investment Advisors LLC | 0.42% | Add +1.6% | 25,734 | $1.3M |
| Harbour Investments, Inc. | 0.04% | Add +3.0% | 25,497 | $1.3M |
| TriaGen Wealth Management LLC | 0.46% | Add +6.3% | 25,400 | $1.3M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Reduce -6.6% | 25,061 | $1.3M |
| Buck Wealth Strategies, LLC | 0.23% | New | 25,001 | $1.3M |
| Allianz Asset Management GmbH | 0.00% | No change | 25,000 | $1.3M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | Reduce -3.0% | 24,120 | $1.2M |
| Flagstar Securities, Inc. | 0.31% | Add +4.4% | 23,759 | $1.2M |
| SageView Advisory Group, LLC | 0.05% | Add +81.8% | 23,701 | $1.2M |
| KMT Wealth Management, LLC | 0.83% | No change | 23,590 | $1.2M |
| D L Carlson Investment Group Inc. | 0.23% | Add +259.1% | 23,256 | $1.2M |
| Greenup Street Wealth Management LLC | 0.23% | Add +16.1% | 23,207 | $1.2M |
| DMC Group, LLC | 0.96% | Reduce -21.1% | 23,161 | $1.2M |
| Watts Gwilliam & Co., LLC | 0.26% | Reduce -0.8% | 23,100 | $1.2M |
| L.M. Kohn & Company | 0.31% | Add +71.2% | 23,061 | $1.2M |
| Synovus Financial Corp. | 0.02% | Reduce -2.0% | 22,994 | $1.2M |
| Joseph P. Lucia & Associates, LLC | 0.53% | Add +45.1% | 22,922 | $1.2M |
| Centaurus Financial, Inc. | 0.07% | Add +14.4% | 22,898 | $1.2M |
| Union Savings Bank | 0.57% | Reduce -17.5% | 22,874 | $1.2M |
| Flagship Harbor Advisors, LLC | 0.06% | Reduce -9.9% | 22,777 | $1.2M |
| Frisch Financial Group, Inc. | 0.31% | Reduce -0.2% | 21,988 | $1.1M |
| Kane Investment Management, Inc. | 0.53% | Add +24.5% | 21,629 | $1.1M |
| Bank of Montreal | 0.00% | Reduce -31.9% | 21,583 | $1.1M |
| Regions Financial Corp. | 0.01% | Reduce -52.2% | 21,467 | $1.1M |
| TCP Asset Management, LLC | 0.24% | Reduce -13.3% | 21,125 | $1.1M |
| Invenio Wealth Partners LLC | 0.45% | Reduce -31.1% | 21,000 | $1.1M |
| WBH Advisory Inc. | 0.10% | Add +8.8% | 20,812 | $1.1M |
| Principal Financial Group Inc. | 0.00% | Reduce -37.0% | 20,708 | $1.1M |
| Pinnacle Financial Partners Inc | 0.02% | Add +2.1% | 20,587 | $1.1M |
| International Assets Investment Management, LLC | 0.09% | Add +47.4% | 20,471 | $1.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.16% | Reduce -77.4% | 20,313 | $1.0M |
| Edgestream Partners, L.P. | 0.04% | Reduce -0.7% | 20,300 | $1.0M |
| Townsquare Capital LLC | 0.01% | Add +14.5% | 20,239 | $1.0M |
| MGB Wealth Management, LLC | 0.37% | Add +3.0% | 20,087 | $1.0M |
| Financial Partners Group, Inc | 0.16% | Add +285.0% | 20,084 | $1.0M |
| StoneX Group Inc. | 0.06% | Add +75.9% | 19,789 | $1.0M |
| Crabel Capital Management, LLC | 1.08% | Reduce -7.9% | 19,658 | $1.0M |
| Midwest Financial Network, LLC | 0.99% | Add +13.6% | 19,429 | $992K |
| Clearstead Advisors, LLC | 0.02% | Reduce -37.0% | 19,284 | $984K |
| Virtus Investment Advisers, LLC | 0.27% | New | 19,160 | $978K |
| Midwest Professional Planners, LTD. | 0.30% | Add +15.7% | 18,996 | $970K |
| Allianz SE | 0.03% | Add +67.0% | 18,938 | $967K |
| Western Wealth Management, LLC | 0.06% | Add +0.3% | 18,832 | $961K |
| Napatree Capital LLC | 0.54% | Add +21.1% | 18,726 | $956K |
| Trek Financial, LLC | 0.07% | Reduce -85.1% | 18,720 | $956K |
| Stephens Group Asset Management, LLC | 0.08% | Reduce -0.9% | 18,541 | $947K |
| Capital Investment Advisory Services, LLC | 0.08% | Reduce -25.6% | 18,533 | $946K |
| Insigneo Advisory Services, LLC | 0.09% | New | 17,921 | $915K |
| May Hill Capital, LLC | 0.34% | Reduce -14.7% | 17,909 | $914K |
| Banco Santander, S.A. | 0.01% | Reduce -77.2% | 17,884 | $913K |
| Revisor Wealth Management LLC | 0.41% | Add +314.8% | 17,879 | $913K |
| Capital Investment Services of America, Inc. | 0.09% | Add +2.3% | 17,842 | $911K |
| Atlas Private Wealth Advisors | 0.13% | Reduce -22.0% | 17,740 | $906K |
| Crews Bank & Trust | 0.15% | Reduce -4.6% | 17,577 | $897K |
| CENTRAL TRUST Co | 0.02% | Add +13.0% | 17,388 | $888K |
| Calton & Associates, Inc. | 0.20% | Add +34.5% | 17,304 | $883K |
| Ausdal Financial Partners, Inc. | 0.07% | Add +19.4% | 17,073 | $872K |
| Dakota Wealth Management | 0.02% | Add +0.8% | 16,748 | $855K |
| Sovran Advisors, LLC | 0.11% | Add +216.8% | 16,836 | $855K |
| RDA Financial Network | 0.25% | Reduce -20.1% | 16,256 | $830K |
| Anchor Capital Advisors LLC | 0.02% | Add +3.8% | 16,250 | $830K |
| L.K. Benson & Company, P.C. | 0.57% | Reduce -3.3% | 16,094 | $822K |
| Guidance Point Advisors, LLC | 0.24% | Reduce -5.4% | 16,027 | $818K |
| JFS Wealth Advisors, LLC | 0.05% | Add +49.8% | 15,899 | $812K |
| Bright Futures Wealth Management, LLC. | 0.90% | Add +13.3% | 15,999 | $811K |
| Garde Capital, Inc. | 0.05% | New | 15,788 | $806K |
| Mosaic Financial Group, LLC | 0.65% | Add +8.8% | 15,705 | $802K |
| Prospera Financial Services Inc | 0.02% | Add +2.3% | 15,684 | $801K |
| Holos Integrated Wealth LLC | 0.52% | Reduce -29.0% | 15,670 | $800K |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +1.9% | 15,625 | $798K |
| IFP Advisors, Inc | 0.02% | Add +11.5% | 15,581 | $795K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +201.7% | 15,408 | $787K |
| Coldstream Capital Management Inc. | 0.02% | Add +1.3% | 15,268 | $779K |
| Lido Advisors, LLC | 0.00% | New | 15,200 | $776K |
| Arax Advisory Partners | 0.05% | Add +0.8% | 15,142 | $773K |
| Pinnacle Associates Ltd. | 0.01% | Add +1.7% | 15,061 | $769K |
| Connecticut Wealth Management, LLC | 0.04% | Reduce -2.0% | 15,000 | $766K |
| Stephens Inc. | 0.01% | Add +5.8% | 14,805 | $756K |
| Mowery & Schoenfeld Wealth Management, LLC | 1.48% | Reduce -20.1% | 14,767 | $754K |
| Liberty Wealth Management LLC | 0.14% | Add +35.5% | 14,542 | $742K |
| WJ Wealth Management, LLC | 0.26% | No change | 14,447 | $738K |
| Bellwether Advisors, LLC | 0.15% | Add +3.5% | 14,338 | $732K |
| World Investment Advisors | 0.02% | Add +26.9% | 14,301 | $730K |
| Professional Financial Advisors, LLC | 0.18% | Reduce -4.9% | 14,170 | $723K |
| Flavin Financial Services, Inc. | 0.66% | Reduce -0.7% | 14,058 | $718K |
| NorthCrest Asset Manangement, LLC | 0.02% | Reduce -9.5% | 14,033 | $716K |
| Summit Financial, LLC | 0.02% | Add +76.9% | 14,032 | $716K |
| Western Financial Corp | 0.41% | Reduce -7.1% | 13,974 | $713K |
| Valmark Advisers, Inc. | 0.01% | Add +14.2% | 13,959 | $713K |
| Private Trust Co. NA | 0.07% | Add +4.6% | 13,892 | $709K |
| Donor Advised Charitable Giving, Inc. | 0.02% | Reduce -51.4% | 13,815 | $705K |
| KFA Private Wealth Group, LLC | 0.25% | New | 13,744 | $702K |
| First Horizon Advisors, Inc. | 0.02% | Add +29.6% | 13,732 | $701K |
| Cardiff Park Advisors, LLC | 0.07% | Add +0.2% | 13,673 | $698K |
| Cerity Partners LLC | 0.00% | Add +7.5% | 13,494 | $689K |
| Hobbs Group Advisors, LLC | 0.26% | Add +0.1% | 13,435 | $686K |
| Creative Financial Designs Inc. | 0.05% | Add +68.5% | 13,389 | $684K |
| Vicus Capital | 0.06% | Add +26.5% | 13,378 | $683K |
| Focus Partners Wealth | 0.00% | Add +8.9% | 13,287 | $678K |
| Keybank National Association | 0.00% | Add +13.4% | 13,181 | $673K |
| Patten Group, Inc. | 0.15% | Add +18.9% | 12,979 | $663K |
| Black Swift Group, LLC | 0.15% | Add +9.0% | 12,830 | $655K |
| Two West Capital Advisors LLC | 0.54% | Add +1.6% | 12,930 | $651K |
| GWN Securities Inc. | 0.04% | Add +127.0% | 12,747 | $650K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Reduce -13.0% | 12,712 | $649K |
| Summit Trail Advisors, LLC | 0.02% | New | 12,577 | $642K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -33.8% | 12,477 | $635K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.22% | Add +113.3% | 12,372 | $632K |
| Reyes Financial Architecture, Inc. | 0.46% | Reduce -67.9% | 12,277 | $627K |
| Register Financial Advisors LLC | 0.33% | Add +0.3% | 12,229 | $624K |
| Rise Advisors, LLC | 0.28% | Reduce -3.5% | 12,225 | $624K |
| JT Stratford LLC | 0.11% | New | 12,223 | $624K |
| Portland Financial Advisors Inc | 1.58% | Add +30.2% | 12,102 | $618K |
| Shufro Rose & Co. LLC | 0.05% | No change | 11,900 | $607K |
| Pettyjohn, Wood & White, Inc. | 0.11% | No change | 11,716 | $598K |
| Ameliora Wealth Management Ltd. | 0.22% | Reduce -6.4% | 11,620 | $593K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -6.6% | 11,545 | $589K |
| First Heartland Consultants, Inc. | 0.06% | Add +5.2% | 11,434 | $584K |
| Innealta Capital, LLC | 0.32% | Reduce -8.9% | 11,377 | $581K |
| Global Trust Asset Management, LLC | 0.35% | Reduce -48.9% | 11,258 | $575K |
| XTX Topco Ltd | 0.03% | Add +145.2% | 11,254 | $575K |
| Disciplined Investments, LLC | 0.26% | Reduce -16.8% | 11,247 | $574K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -25.1% | 11,218 | $573K |
| MMBG Investment Advisors Co. | 0.06% | Reduce -25.8% | 11,135 | $568K |
| Bard Associates Inc. | 0.21% | Add +42.9% | 11,057 | $564K |
| BridgePort Financial Solutions, LLC | 0.25% | Add +2.6% | 10,998 | $561K |
| Stelac Advisory Services LLC | 0.23% | Reduce -15.1% | 10,963 | $560K |
| Knuff & Co LLC | 0.19% | Add +35.2% | 10,885 | $556K |
| Argus Investors' Counsel, Inc. | 0.42% | Add +0.9% | 10,775 | $550K |
| Rialto Wealth Management, LLC | 0.17% | Add +1.9% | 10,664 | $544K |
| Welch & Forbes LLC | 0.01% | Reduce -5.6% | 10,600 | $541K |
| Schmidt P J Investment Management Inc. | 0.10% | Add +104.5% | 10,598 | $541K |
| Dunhill Financial, LLC | 0.24% | New | 4,430 | $537K |
| Natural Investments, LLC | 0.15% | New | 10,488 | $535K |
| Prepared Retirement Institute LLC | 0.34% | Reduce -40.8% | 10,456 | $534K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +143.3% | 10,396 | $531K |
| Tableaux LLC | 0.38% | New | 10,213 | $521K |
| AlphaCore Capital LLC | 0.04% | New | 10,200 | $521K |
| Novem Group | 0.07% | Add +4.8% | 10,182 | $520K |
| Thompson Davis & Co., Inc. | 0.41% | Add +5.3% | 10,177 | $520K |
| Breakwater Capital Group | 0.09% | Add +2.5% | 10,164 | $519K |
| Wealth Advisory Solutions, LLC | 0.14% | Reduce -8.1% | 10,103 | $516K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 10,000 | $511K |
| Gries Financial LLC | 0.10% | Reduce -58.1% | 9,958 | $508K |
| Wesbanco Bank Inc. | 0.02% | Reduce -7.4% | 9,920 | $506K |
| Founders Financial Securities LLC | 0.04% | Add +9.8% | 9,886 | $503K |
| Charter Oak Capital Management, LLC | 0.05% | Add +53.9% | 9,755 | $498K |
| Main Street Financial Solutions, LLC | 0.04% | Add +3.3% | 9,676 | $494K |
| Lee Danner & Bass Inc. | 0.04% | No change | 9,642 | $492K |
| KG Capital Management | 0.16% | Add +80.9% | 9,623 | $491K |
| Certified Advisory Corp | 0.06% | Reduce -3.0% | 9,524 | $486K |
| Independent Family Office, LLC | 0.25% | No change | 9,420 | $481K |
| Fourth Dimension Wealth, LLC | 0.23% | Add +468300.0% | 9,368 | $478K |
| Hutchinson Capital Management | 0.09% | Reduce -1.4% | 9,364 | $478K |
| Balboa Wealth Partners | 0.11% | New | 9,292 | $474K |
| O'ROURKE & COMPANY, Inc | 0.23% | New | 9,251 | $472K |
| Meitav Investment House Ltd. | 0.01% | Add +75.7% | 9,223 | $471K |
| Hohimer Wealth Management, LLC | 0.09% | Add +14.3% | 9,220 | $471K |
| Nwam LLC | 0.04% | New | 9,220 | $471K |
| BTS Asset Management, Inc. | 0.52% | Reduce -51.5% | 9,067 | $463K |
| Smith Thornton Advisors LLC | 0.29% | No change | 8,995 | $459K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -2.4% | 8,978 | $458K |
| Keystone Wealth Services, LLC | 0.12% | Reduce -6.9% | 8,963 | $458K |
| Focus Financial Network, Inc. | 0.02% | Add +23.9% | 8,929 | $456K |
| Trivium Point Advisory, LLC | 0.06% | Reduce -52.7% | 8,830 | $451K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +10.9% | 8,757 | $447K |
| Rik Saylor Financial, Inc. | 0.39% | Reduce -0.9% | 8,640 | $441K |
| Savant Capital, LLC | 0.00% | Reduce -13.7% | 8,605 | $439K |
| Garner Asset Management Corp | 0.19% | New | 8,382 | $428K |
| M&T Bank Corp | 0.00% | Reduce -17.6% | 8,245 | $421K |
| EP Wealth Advisors, LLC | 0.00% | No change | 8,042 | $411K |
| Continental Investors Services, Inc. | 0.82% | Reduce -0.2% | 7,998 | $410K |
| SteelPeak Wealth, LLC | 0.02% | Add +22.7% | 8,002 | $409K |
| Opinicus Capital, Inc. | 0.36% | New | 7,891 | $403K |
| Northwest Bancshares, Inc. | 0.07% | Reduce -4.3% | 7,810 | $399K |
| First International Bank & Trust | 0.13% | No change | 7,742 | $395K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.03% | Reduce -1.3% | 7,540 | $385K |
| Fortune Financial Advisors, LLC | 0.33% | New | 7,443 | $380K |
| Meridian Management Co. | 0.12% | No change | 7,430 | $379K |
| Choreo, LLC | 0.01% | No change | 7,411 | $378K |
| Mascagni Wealth Management, Inc. | 0.37% | No change | 7,255 | $370K |
| Eagle Bay Advisors LLC | 0.31% | Reduce -0.1% | 7,195 | $367K |
| Liberty Square Wealth Partners LLC | 0.14% | No change | 7,141 | $365K |
| Private Client Services, LLC | 0.18% | Add +7.0% | 7,131 | $364K |
| First National Corp. /Ma/ | 0.08% | Add +0.3% | 7,100 | $362K |
| Strategic Blueprint, LLC | 0.02% | New | 7,066 | $361K |
| Sherman Asset Management, Inc. | 0.34% | Add +19.1% | 7,056 | $360K |
| Aurora Private Wealth, Inc. | 0.29% | New | 7,053 | $360K |
| Cherry Tree Wealth Management, LLC | 0.09% | Reduce -10.1% | 7,023 | $359K |
| Advyzon Investment Management, LLC | 0.13% | Add +35.9% | 7,001 | $357K |
| Summit Asset Management, LLC | 0.06% | Reduce -10.1% | 6,997 | $357K |
| Alpha Omega Wealth Management LLC | 0.07% | No change | 6,990 | $357K |
| Diversify Wealth Management, LLC | 0.03% | Add +16.4% | 6,984 | $356K |
| Bison Wealth, LLC | 0.03% | Add +0.3% | 6,911 | $353K |
| Ethos Financial Group, LLC | 0.03% | No change | 6,927 | $352K |
| Essex LLC | 0.08% | No change | 6,823 | $348K |
| Elm3 Financial Group, LLC | 0.30% | Reduce -1.5% | 6,663 | $340K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -7.4% | 6,486 | $331K |
| Integrated Capital Management, LLC | 0.18% | Reduce -1.8% | 6,396 | $327K |
| Smithfield Trust Co | 0.02% | Reduce -23.6% | 6,361 | $325K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.1% | 6,365 | $325K |
| Summit Place Financial Advisors, LLC | 0.18% | Reduce -18.3% | 6,360 | $325K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 6,138 | $313K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | No change | 6,100 | $311K |
| United Asset Strategies, Inc. | 0.03% | Reduce -25.2% | 6,073 | $310K |
| Boston Family Office LLC | 0.02% | No change | 6,038 | $308K |
| GeoWealth Management, LLC | 0.01% | Add +120340.0% | 6,022 | $307K |
| GC Wealth Management RIA, LLC | 0.06% | New | 6,017 | $307K |
| Trilogy Capital Inc. | 0.02% | Add +7.1% | 6,012 | $307K |
| Ceeto Capital Group, LLC | 0.12% | No change | 6,000 | $306K |
| K.J. Harrison & Partners Inc | 0.06% | New | 5,928 | $303K |
| Tidemark, LLC | 0.11% | Reduce -3.2% | 5,848 | $299K |
| Evanson Asset Management, LLC | 0.02% | Add +0.8% | 5,790 | $296K |
| Graybill Wealth Management, LTD. | 0.10% | — | 5,775 | $295K |
| Chilton Capital Management LLC | 0.01% | No change | 5,774 | $295K |
| Naples Global Advisors, LLC | 0.03% | Add +1.3% | 5,705 | $291K |
| Modern Wealth Management, LLC | 0.01% | New | 5,693 | $291K |
| Royal Fund Management, LLC | 0.03% | Reduce -16.0% | 5,558 | $284K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 5,528 | $282K |
| Mezzasalma Advisors, LLC | 0.10% | Reduce -7.5% | 5,476 | $280K |
| Fortitude Advisory Group L.L.C. | 0.20% | Reduce -5.7% | 5,500 | $279K |
| Van Hulzen Asset Management, LLC | 0.03% | Reduce -2.7% | 5,363 | $274K |
| Stableford Capital II LLC | 0.12% | New | 5,391 | $274K |
| Moller Wealth Partners | 0.07% | New | 5,350 | $273K |
| Fullcircle Wealth LLC | 0.11% | No change | 5,359 | $273K |
| Y.D. More Investments Ltd | 0.02% | Add +10.0% | 23,260 | $269K |
| Nicholas Hoffman & Company, LLC. | 0.01% | New | 5,156 | $263K |
| Seaside Wealth Management, Inc. | 0.09% | Add +0.8% | 5,130 | $262K |
| Addison Capital Co | 0.10% | New | 5,109 | $261K |
| Spinnaker Investment Group, LLC | 0.06% | No change | 5,100 | $260K |
| Mandatum Life Insurance Co Ltd | 0.08% | No change | 5,060 | $258K |
| Fiduciary Financial Group, LLC | 0.06% | Reduce -12.4% | 5,113 | $257K |
| Lanark Financial, Inc. | 0.02% | — | 4,982 | $254K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 4,950 | $253K |
| Prevail Innovative Wealth Advisors, LLC | 0.07% | Reduce -61.3% | 4,902 | $250K |
| CFM Wealth Partners LLC | 0.04% | No change | 4,850 | $248K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -2.1% | 4,690 | $239K |
| Rockingstone Advisors LLC | 0.11% | New | 4,680 | $239K |
| Ancora Advisors LLC | 0.01% | Add +29.4% | 4,661 | $238K |
| Optivise Advisory Services LLC | 0.13% | New | 4,580 | $234K |
| Money Concepts Capital Corp. | 0.02% | New | 4,556 | $233K |
| Interactive Financial Advisors, Inc. | 0.12% | Reduce -1.2% | 4,543 | $232K |
| TrueWealth Advisors, LLC | 0.08% | No change | 4,540 | $232K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +6.7% | 4,524 | $231K |
| Investment Advisory Group, LLC | 0.08% | No change | 4,498 | $230K |
| Cypress Wealth Services, LLC | 0.05% | Reduce -10.0% | 4,475 | $228K |
| KPP Advisory Services LLC | 0.04% | No change | 4,450 | $227K |
| Exchange Bank | 0.18% | No change | 4,401 | $225K |
| Wick Capital Partners, LLC | 0.07% | No change | 4,390 | $224K |
| First Manhattan Co. Llc. | 0.00% | Add +4.0% | 4,387 | $224K |
| Rogco, LP | 0.09% | Add +1408.0% | 4,343 | $222K |
| Powell Investment Advisors, LLC | 0.11% | Reduce -7.2% | 4,337 | $221K |
| IHT Wealth Management, LLC | 0.01% | Reduce -21.2% | 4,336 | $221K |
| Elevate Wealth Advisory, Inc. | 0.16% | Add +0.2% | 4,309 | $220K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Add +0.8% | 4,279 | $218K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 4,252 | $217K |
| Peddock Capital Advisors, LLC | 0.05% | Add +6.7% | 4,247 | $217K |
| Capital Advisors, Ltd. LLC | 0.03% | Reduce -18.2% | 4,234 | $216K |
| Lionsbridge Wealth Management LLC | 0.19% | New | 4,170 | $213K |
| Quadrature Capital Ltd | 0.00% | New | 4,064 | $207K |
| Financial Counselors Inc. | 0.00% | Reduce -0.1% | 4,017 | $205K |
| Summit Wealth Partners, LLC | 0.04% | Reduce -10.8% | 4,007 | $205K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -20.0% | 4,000 | $204K |
| HB Wealth Management, LLC | 0.00% | New | 3,995 | $204K |
| Capital Analysts, LLC | 0.01% | Add +364.9% | 3,733 | $190K |
| Glen Eagle Advisors, LLC | 0.03% | Add +20.1% | 3,590 | $183K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +28.9% | 3,455 | $176K |
| Coastline Trust Co | 0.02% | Reduce -50.3% | 3,435 | $175K |
| FMR LLC | 0.00% | Reduce -5.5% | 3,382 | $173K |
| Laurel Wealth Advisors LLC | 0.03% | No change | 3,208 | $164K |
| Sachetta, LLC | 0.07% | No change | 3,200 | $163K |
| State Farm Mutual Automobile Insurance Co. | 0.00% | Add +1262.4% | 3,188 | $163K |
| Medallion Wealth Advisors, LLC | 0.07% | Add +5263.2% | 3,057 | $156K |
| Principal Securities, Inc. | 0.00% | No change | 2,737 | $139K |
| MAI Capital Management | 0.00% | Reduce -1.7% | 2,570 | $131K |
| Marshall Investment Management, LLC | 0.08% | Add +6.9% | 2,447 | $125K |
| Westside Investment Management, Inc. | 0.03% | No change | 2,353 | $120K |
| Continuum Advisory, LLC | 0.02% | Reduce -5.8% | 2,302 | $118K |
| Hexagon Capital Partners LLC | 0.02% | No change | 2,300 | $117K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -2.5% | 2,210 | $113K |
| Cove Street Capital, LLC | 0.18% | No change | 2,200 | $112K |
| Fifth Third Bancorp | 0.00% | Add +165.9% | 2,119 | $108K |
| TD Waterhouse Canada Inc. | 0.00% | Add +6.7% | 2,075 | $106K |
| Park Place Capital Corp | 0.03% | No change | 2,000 | $102K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 1,974 | $101K |
| Advisor Resource Council | 0.01% | New | 18,482 | $100K |
| Addison Advisors LLC | 0.03% | Reduce -18.8% | 1,950 | $100K |
| Gables Capital Management Inc. | 0.05% | No change | 1,946 | $99K |
| Front Row Advisors LLC | 0.04% | Add +18.6% | 1,914 | $98K |
| Spire Wealth Management | 0.00% | Add +13.1% | 1,880 | $96K |
| Horizon Investments, LLC | 0.00% | Reduce -78.4% | 1,827 | $93K |
| Archer Investment Corp | 0.02% | Reduce -12.3% | 1,809 | $92K |
| PFG Private Wealth Management, LLC | 0.05% | Reduce -1.3% | 1,737 | $89K |
| Simplex Trading, LLC | 0.00% | New | 1,500 | $76K |
| LRI Investments, LLC | 0.01% | No change | 1,285 | $66K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -8.4% | 1,270 | $65K |
| Caldwell Trust Co | 0.01% | No change | 1,257 | $64K |
| Parallel Advisors, LLC | 0.00% | Add +0.1% | 1,151 | $59K |
| Winnacle Wealth LLC | 0.05% | Reduce -85.7% | 1,109 | $57K |
| Whittier Trust Co. | 0.00% | No change | 1,105 | $56K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -11.1% | 1,070 | $55K |
| Blue Trust, Inc. | 0.00% | Add +0.8% | 1,068 | $55K |
| WealthShield Partners, LLC | 0.01% | Add +62.5% | 1,040 | $53K |
| IFS Advisors, LLC | 0.04% | No change | 1,000 | $51K |
| Citizens National Bank Trust Department | 0.01% | New | 948 | $48K |
| SVB Wealth LLC | 0.00% | New | 840 | $43K |
| Logan Capital Management Inc. | 0.00% | Add +2.5% | 827 | $42K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -29.1% | 800 | $41K |
| St Germain D J Co. Inc. | 0.00% | Reduce -28.7% | 724 | $37K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | No change | 708 | $36K |
| WASHINGTON TRUST Co | 0.00% | Add +242.6% | 692 | $35K |
| Hollencrest Capital Management | 0.00% | No change | 687 | $35K |
| Ameriflex Group, Inc. | 0.01% | No change | 638 | $33K |
| Elevation Wealth Partners, LLC | 0.01% | Add +0.6% | 629 | $32K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 603 | $31K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +16.3% | 592 | $30K |
| Asset Dedication, LLC | 0.00% | New | 573 | $29K |
| NorthRock Partners, LLC | 0.00% | Add +269.5% | 521 | $27K |
| Headlands Technologies LLC | 0.00% | Reduce -53.7% | 518 | $26K |
| MRP Capital Investments, LLC | 0.02% | Reduce -93.3% | 500 | $26K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 500 | $26K |
| Financial Freedom, LLC | 0.01% | Add +0.6% | 491 | $25K |
| North Star Investment Management Corp. | 0.00% | No change | 490 | $25K |
| Atlas Capital Advisors Inc. | 0.00% | Add +21.8% | 475 | $24K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 464 | $24K |
| Bell Investment Advisors, Inc | 0.00% | No change | 427 | $22K |
| Boyd Watterson Asset Management LLC | 0.01% | Reduce -69.5% | 425 | $22K |
| Delta Asset Management LLC | 0.00% | No change | 425 | $22K |
| Opal Wealth Advisors, LLC | 0.01% | New | 414 | $21K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 400 | $20K |
| BTG Pactual Asset Management US LLC | 0.00% | No change | 393 | $20K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 379 | $19K |
| Friedenthal Financial | 0.01% | Add +6.2% | 379 | $19K |
| West Branch Capital LLC | 0.01% | Reduce -81.1% | 371 | $19K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 325 | $17K |
| Transce3nd, LLC | 0.01% | Reduce -63.7% | 314 | $16K |
| NewSquare Capital LLC | 0.00% | New | 301 | $15K |
| Park Square Financial Group, LLC | 0.01% | Reduce -33.4% | 299 | $15K |
| City State Bank | 0.00% | No change | 235 | $12K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 209 | $11K |
| Tsfg, LLC | 0.00% | Add +0.5% | 198 | $10K |
| Golden State Wealth Management, LLC | 0.00% | New | 142 | $7K |
| Bristlecone Advisors, 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 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -52.9% | 114 | $6K |
| Rossby Financial, LCC | 0.00% | New | 111 | $6K |
| Rothschild Investment LLC | 0.00% | No change | 108 | $6K |
| Synergy Investment Management, LLC | 0.00% | Add +0.9% | 107 | $5K |
| New England Asset Management Inc. | 0.00% | No change | 100 | $5K |
| Darwin Wealth Management, LLC | 0.00% | No change | 99 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 98 | $5K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | — | 88 | $4K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 79 | $4K |
| Covestor Ltd | 0.00% | No change | 85 | $4K |
| Provident Wealth Management, LLC | 0.00% | No change | 63 | $3K |
| Sound Income Strategies, LLC | 0.00% | Add +1325.0% | 57 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 51 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 46 | $2K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 44 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -51.3% | 39 | $2K |
| Realta Investment Advisors | 0.00% | New | 34 | $2K |
| Richardson Financial Services Inc. | 0.00% | Reduce -12.0% | 22 | $1K |
| Key Financial Inc | 0.00% | Reduce -26.3% | 14 | $715 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 5 | $260 |
| Bear Mountain Capital, Inc. | 0.00% | No change | 4 | $204 |
| Russell Investments Group, Ltd. | 0.00% | No change | 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.