iShares Floating Rate Bond EFLOTETF
13F holders, Q2 2025 (June 30)677holders +18
61new positions
47sold out
1famous investor
$50.99avg. 13F price*
At the end of Q2 2025, 677 institutions reported holding iShares Floating Rate Bond E (FLOT) in their 13F filings, up 18 from Q1 2025. 61 opened new positions and 47 sold out. The largest holders were Bank of America Corp. ($449.0M), Morgan Stanley ($290.0M) and Northern Trust Corp. ($235.4M). One famous investor held it Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- iShares Floating Rate Bond E
- CUSIP
- 46429B655
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $55.9M |
| Exits | 47 | $138.9M |
All 13F filers, Q1 2025 → Q2 2025: 6,747,627 shares bought and 9,928,662 shares sold, net −3,181,035 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 677 holders
| Bank of America Corp. | 0.04% | Reduce -0.7% | 8,799,613 | $449.0M |
| Morgan Stanley | 0.02% | Add +4.4% | 5,684,973 | $290.0M |
| Northern Trust Corp. | 0.03% | Add +1.8% | 4,612,954 | $235.4M |
| LPL Financial LLC | 0.08% | Add +8.0% | 4,605,228 | $235.0M |
| Franklin Resources Inc. | 0.04% | Add +10.8% | 3,209,096 | $163.7M |
| Wells Fargo & Company | 0.03% | Add +0.6% | 3,076,260 | $157.0M |
| BlackRock, Inc. | 0.00% | Reduce -8.8% | 2,742,513 | $139.9M |
| Ameriprise Financial Inc. | 0.03% | Add +5.0% | 2,742,216 | $139.3M |
| Glenview Trust Co | 2.34% | Add +5.0% | 2,655,067 | $135.5M |
| UBS Group AG | 0.03% | Reduce -6.8% | 2,508,797 | $128.0M |
| New York Life Investment Management LLC | 1.18% | Reduce -15.8% | 2,470,705 | $126.1M |
| Royal Bank of Canada | 0.02% | Reduce -16.6% | 1,960,948 | $100.0M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -10.5% | 1,959,410 | $99.8M |
| PNC Financial Services Group, Inc. | 0.06% | Reduce -4.5% | 1,892,809 | $96.6M |
| Assetmark, Inc. | 0.22% | Reduce -9.4% | 1,827,837 | $93.3M |
| JPMorgan Chase & Co. | 0.01% | Add +7.9% | 1,474,559 | $75.2M |
| Renaissance Technologies | 0.09% | Reduce -36.9% | 1,378,385 | $70.3M |
| DAVENPORT & Co LLC | 0.38% | Add +2.0% | 1,356,721 | $69.2M |
| Cetera Investment Advisers | 0.11% | Add +5.6% | 1,221,144 | $62.3M |
| Flputnam Investment Management Co. | 1.06% | Add +2.7% | 1,215,366 | $62.0M |
| Raymond James Financial Inc. | 0.02% | Add +13.7% | 1,124,339 | $57.4M |
| Truist Financial Corp. | 0.08% | Reduce -5.1% | 1,054,300 | $53.8M |
| Haverford Trust Co | 0.43% | Reduce -8.8% | 888,666 | $45.3M |
| Hartline Investment Corp./ | 4.96% | Reduce -9.8% | 848,010 | $43.3M |
| Osaic Holdings, Inc. | 0.08% | Add +21.0% | 841,342 | $42.9M |
| Verdence Capital Advisors LLC | 2.92% | Add +10.2% | 839,303 | $42.8M |
| Barings LLC | 0.95% | No change | 780,000 | $39.8M |
| 1832 Asset Management L.P. | 0.07% | Add +3.4% | 773,580 | $39.5M |
| Demars Financial Group, LLC | 14.97% | Reduce -1.2% | 764,071 | $39.0M |
| Trustmark Bank Trust Department | 2.35% | Add +153.3% | 668,097 | $34.1M |
| Quadrature Capital Ltd | 0.57% | Add +15997.2% | 654,191 | $33.4M |
| NorthCoast Asset Management LLC | 0.14% | Add +0.5% | 626,276 | $32.0M |
| HighTower Advisors, LLC | 0.04% | Reduce -3.7% | 582,622 | $29.7M |
| MML Investors Services, LLC | 0.08% | Reduce -20.9% | 556,444 | $28.4M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -13.3% | 522,976 | $26.7M |
| Destination Wealth Management | 0.77% | Add +3.2% | 514,361 | $26.2M |
| WNY Asset Management, LLC | 2.84% | Add +435.2% | 504,956 | $25.8M |
| Towercrest Capital Management | 4.60% | Reduce -4.4% | 504,762 | $25.8M |
| Occidental Asset Management, LLC | 3.53% | Reduce -8.4% | 501,737 | $25.6M |
| Diversified Portfolios, Inc. | 2.44% | Reduce -32.0% | 500,985 | $25.6M |
| RMG Wealth Management LLC | 3.73% | — | 475,573 | $24.3M |
| McMorgan & Co. LLC | 3.54% | Add +76.3% | 470,409 | $24.0M |
| National Bank of Canada | 0.03% | Add +67.6% | 467,331 | $23.8M |
| Willis Johnson & Associates, Inc. | 1.60% | Add +1.9% | 460,717 | $23.5M |
| Cape Cod Five Cents Savings Bank | 2.02% | No change | 432,756 | $22.1M |
| Modera Wealth Management, LLC | 0.27% | Reduce -5.1% | 429,690 | $21.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.1% | 423,777 | $21.6M |
| Commonwealth Equity Services, LLC | 0.03% | Add +7.0% | 405,533 | $20.7M |
| Florida Trust Wealth Management Co | 0.62% | Reduce -5.9% | 397,908 | $20.3M |
| Baker Avenue Asset Management, LP | 0.57% | Add +3.6% | 391,722 | $20.0M |
| Stifel Financial Corp. | 0.02% | Reduce -3.3% | 377,295 | $19.2M |
| Captrust Financial Advisors | 0.04% | Reduce -10.7% | 377,052 | $19.2M |
| Comerica Bank | 0.07% | Add +1.2% | 370,096 | $18.9M |
| LJI Wealth Management, LLC | 3.23% | Add +3.6% | 363,351 | $18.5M |
| OneDigital Investment Advisors LLC | 0.20% | Reduce -23.7% | 347,073 | $17.7M |
| LaFleur & Godfrey LLC | 2.21% | Add +5.1% | 346,876 | $17.7M |
| Sigma Planning Corp | 0.53% | Reduce -1.8% | 344,972 | $17.6M |
| Cwm, LLC | 0.06% | Add +0.8% | 343,039 | $17.5M |
| US Bancorp \de | 0.02% | Add +8.7% | 341,412 | $17.4M |
| Guggenheim Capital LLC | 0.13% | Add +5.6% | 315,947 | $16.1M |
| Mariner, LLC | 0.02% | Reduce -11.8% | 303,840 | $15.5M |
| Colonial Trust Advisors | 1.27% | Add +5.0% | 301,320 | $15.4M |
| Kensington Asset Management, LLC | 1.13% | Add +85.2% | 293,483 | $15.0M |
| RFG Advisory, LLC | 0.33% | Reduce -16.3% | 277,120 | $14.1M |
| Atria Wealth Solutions, Inc. | 0.31% | Reduce -49.4% | 265,710 | $13.6M |
| Mutual Advisors, LLC | 0.33% | Add +13.8% | 262,224 | $13.4M |
| Capital Market Strategies LLC | 9.07% | Reduce -10.3% | 254,422 | $13.0M |
| Semmax Financial Advisors Inc. | 3.34% | Add +3.5% | 254,493 | $13.0M |
| Equitable Holdings, Inc. | 0.10% | Add +4.5% | 248,416 | $12.7M |
| Avior Wealth Management, LLC | 0.43% | Reduce -21.4% | 242,992 | $12.4M |
| Integrated Wealth Concepts LLC | 0.12% | Reduce -14.9% | 239,094 | $12.2M |
| Betterment LLC | 0.03% | Reduce -5.4% | 231,854 | $11.8M |
| Ifrah Financial Services, Inc. | 3.17% | Reduce -0.1% | 227,282 | $11.6M |
| Financial Advisory Partners, LLC | 3.64% | Add +64.9% | 227,156 | $11.6M |
| Alliance Wealth Management Group | 2.95% | Reduce -5.8% | 226,944 | $11.6M |
| Buska Wealth Management, LLC | 3.02% | Add +22.2% | 216,341 | $11.0M |
| Jane Street Group, LLC | 0.02% | Reduce -11.6% | 205,374 | $10.5M |
| Sierra Capital LLC | 1.20% | Add +7.5% | 203,962 | $10.4M |
| Cascade Wealth Advisors, Inc | 5.62% | Reduce -24.4% | 195,318 | $10.0M |
| United Capital Financial Advisors, LLC | 0.08% | Reduce -24.2% | 193,690 | $9.9M |
| Scotia Capital Inc. | 0.05% | Reduce -7.5% | 192,857 | $9.8M |
| Moulton Wealth Management, Inc. | 7.41% | Reduce -9.9% | 192,592 | $9.8M |
| Private Advisor Group, LLC | 0.05% | Add +9.7% | 187,981 | $9.6M |
| Kestra Advisory Services, LLC | 0.05% | Add +60.4% | 187,510 | $9.6M |
| Cary Street Partners Financial LLC | 0.27% | Reduce -12.0% | 186,863 | $9.5M |
| CreativeOne Wealth, LLC | 0.25% | Add +5.6% | 184,507 | $9.4M |
| Clarus Wealth Advisors | 4.33% | Reduce -1.1% | 183,834 | $9.4M |
| Apollon Wealth Management, LLC | 0.18% | Add +1.0% | 179,327 | $9.1M |
| Parsons Capital Management Inc. | 0.56% | Add +3.5% | 177,234 | $9.0M |
| Piedmont Capital Management, LLC | 4.98% | Add +2.4% | 168,878 | $8.6M |
| Hoge Financial Services, LLC | 5.33% | Add +4.9% | 167,485 | $8.6M |
| James Investment Research, Inc. | 1.02% | Add +4.6% | 167,700 | $8.6M |
| Windsor Capital Management, LLC | 2.49% | Reduce -0.5% | 167,264 | $8.5M |
| Prime Capital Investment Advisors, LLC | 0.11% | Reduce -29.1% | 164,134 | $8.4M |
| Chesley Taft & Associates LLC | 0.37% | Add +5.0% | 162,235 | $8.3M |
| Perennial Advisors, LLC | 1.53% | Reduce -1.4% | 160,979 | $8.2M |
| Castle Rock Wealth Management, LLC | 1.90% | Reduce -6.9% | 159,273 | $8.1M |
| Ashton Thomas Private Wealth, LLC | 0.28% | Reduce -5.1% | 158,066 | $8.1M |
| WESCAP Management Group, Inc. | 1.80% | Reduce -1.0% | 155,327 | $7.9M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +24.6% | 154,827 | $7.9M |
| Courier Capital LLC | 0.47% | Add +1.3% | 152,302 | $7.8M |
| Orange Investment Advisors, Inc. | 0.85% | Add +0.8% | 152,289 | $7.8M |
| Obsidian Personal Planning Solutions LLC | 3.10% | Add +2.1% | 150,294 | $7.7M |
| Alpha Zero LLC | 4.93% | Add +12.9% | 148,493 | $7.6M |
| Kesler, Norman & Wride, LLC | 1.33% | Reduce -2.6% | 147,458 | $7.5M |
| Oppenheimer & Co. Inc. | 0.10% | Add +4.6% | 147,207 | $7.5M |
| Single Point Partners, LLC | 1.64% | Reduce -0.8% | 147,128 | $7.5M |
| Cadence Bank | 0.49% | Add +13.0% | 146,921 | $7.5M |
| Columbus Macro, LLC | 0.92% | Add +9.2% | 146,908 | $7.5M |
| Rockefeller Capital Management L.P. | 0.02% | Add +7.7% | 146,484 | $7.5M |
| Advisors Preferred, LLC | 1.22% | New | 146,017 | $7.4M |
| FC Advisory LLC | 2.29% | Add +22.5% | 145,409 | $7.4M |
| Grey Ledge Advisors, LLC | 1.82% | Add +1.7% | 145,375 | $7.4M |
| Chatham Capital Group, Inc. | 1.11% | Reduce -2.5% | 142,622 | $7.3M |
| Hilltop Holdings Inc. | 0.45% | Add +8.5% | 138,375 | $7.1M |
| Capital Advisory Group Advisory Services, LLC | 2.54% | Add +6.9% | 138,293 | $7.1M |
| Advocacy Wealth Management, LLC | 0.43% | Add +13.7% | 136,197 | $6.9M |
| Yeomans Consulting Group, Inc. | 2.86% | New | 136,391 | $6.9M |
| Paces Ferry Wealth Advisors, LLC | 3.18% | Add +3.8% | 135,834 | $6.9M |
| Compound Planning, Inc. | 0.26% | Add +13.4% | 135,210 | $6.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +62.4% | 133,765 | $6.8M |
| Rosenblum Silverman Sutton S F Inc. | 1.64% | Reduce -5.9% | 132,461 | $6.8M |
| Peapack Gladstone Financial Corp. | 0.10% | Reduce -1.1% | 131,824 | $6.7M |
| Probity Advisors, Inc. | 1.17% | Reduce -5.6% | 130,922 | $6.7M |
| Weaver Consulting Group | 1.83% | Add +4.1% | 129,608 | $6.6M |
| JT Stratford LLC | 1.01% | Add +959.8% | 129,534 | $6.6M |
| CIBC Private Wealth Group LLC | 0.01% | Add +2.8% | 128,754 | $6.6M |
| Penobscot Investment Management Company, Inc. | 0.54% | Reduce -2.7% | 124,506 | $6.4M |
| Sax Wealth Advisors, LLC | 0.38% | Reduce -6.9% | 123,526 | $6.3M |
| Natixis Advisors, LLC | 0.01% | Reduce -7.2% | 122,766 | $6.3M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.06% | Reduce -7.9% | 122,357 | $6.2M |
| AE Wealth Management LLC | 0.05% | Add +17.3% | 120,948 | $6.2M |
| Fca Corp. | 1.85% | Add +2.6% | 120,815 | $6.2M |
| Waterloo Capital, L.P. | 0.49% | Add +2.4% | 118,331 | $6.0M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +0.3% | 117,104 | $6.0M |
| Impact Capital Partners LLC | 1.94% | Add +7.9% | 115,840 | $5.9M |
| Citigroup Inc. | 0.00% | Reduce -0.3% | 114,993 | $5.9M |
| Rwa Wealth Partners, LLC | 0.07% | Reduce -5.3% | 113,387 | $5.8M |
| Colonial Trust Co / SC | 0.84% | Add +1.8% | 113,123 | $5.8M |
| Cibc World Market Inc. | 0.01% | Reduce -62.1% | 111,302 | $5.7M |
| J.W. Cole Advisors, Inc. | 0.12% | Add +18.4% | 110,940 | $5.7M |
| Merit Financial Group, LLC | 0.06% | Add +75.2% | 110,327 | $5.6M |
| Beirne Wealth Consulting Services, LLC | 1.77% | Add +5.5% | 107,236 | $5.5M |
| Corient Private Wealth LP | 0.01% | Reduce -7.9% | 106,429 | $5.4M |
| EverSource Wealth Advisors, LLC | 0.24% | Add +7.0% | 105,321 | $5.4M |
| Advisory Services Network, LLC | 0.09% | Add +9.0% | 103,553 | $5.3M |
| Carmel Capital Partners, LLC | 1.85% | Add +5.3% | 103,591 | $5.3M |
| Turning Point Benefit Group, Inc. | 3.94% | Reduce -15.8% | 102,031 | $5.2M |
| Guidance Capital, Inc. | 1.41% | Add +18.1% | 97,148 | $4.9M |
| Fairview Capital Investment Management, LLC | 0.25% | Reduce -29.7% | 94,940 | $4.8M |
| Monument Capital Management | 1.25% | New | 93,977 | $4.8M |
| WealthTrust Asset Management, LLC | 3.51% | Reduce -11.0% | 92,055 | $4.7M |
| Wealthcare Advisory Partners LLC | 0.11% | New | 91,513 | $4.7M |
| Regal Investment Advisors LLC | 0.35% | Add +1.2% | 90,920 | $4.6M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -10.3% | 90,478 | $4.6M |
| Insigneo Advisory Services, LLC | 0.39% | Add +399.2% | 89,466 | $4.6M |
| Foundations Investment Advisors, LLC | 0.07% | Add +9.0% | 89,432 | $4.6M |
| Scarborough Advisors, LLC | 0.86% | Add +1.7% | 85,215 | $4.3M |
| White Pine Capital LLC | 1.33% | Add +16.3% | 82,125 | $4.2M |
| VestGen Advisors, LLC | 0.17% | Add +15.1% | 82,030 | $4.2M |
| Financial Sense Advisors, Inc. | 1.02% | Reduce -50.2% | 81,084 | $4.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +26.7% | 80,982 | $4.1M |
| Weitzel Financial Services, Inc. | 1.74% | Reduce -1.6% | 80,667 | $4.1M |
| Canal Insurance CO | 0.89% | No change | 78,000 | $4.0M |
| Baring Financial LLC | 2.94% | Add +5.7% | 77,166 | $3.9M |
| AdvisorNet Financial, Inc | 0.25% | Reduce -0.3% | 77,070 | $3.9M |
| Darden Wealth Group Inc | 2.35% | Add +2.0% | 75,887 | $3.9M |
| Insight Wealth Strategies, LLC | 0.48% | Reduce -5.6% | 74,819 | $3.8M |
| Glass Jacobson Investment Advisors llc | 1.45% | Reduce -5.0% | 73,753 | $3.8M |
| Avantax Advisory Services, Inc. | 0.02% | Add +13.8% | 72,814 | $3.7M |
| Alesco Advisors, LLC, An ESL Co | 0.11% | Add +201.7% | 72,770 | $3.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -8.6% | 72,084 | $3.7M |
| Arete Wealth Advisors, LLC | 0.26% | Reduce -12.7% | 71,140 | $3.6M |
| Integrated Advisors Network LLC | 0.16% | Reduce -56.4% | 70,602 | $3.6M |
| D.A. Davidson & Co. | 0.03% | Add +21.7% | 70,375 | $3.6M |
| Allworth Financial LP | 0.02% | Reduce -3.3% | 70,250 | $3.6M |
| Sowell Financial Services LLC | 0.14% | Add +41.2% | 69,321 | $3.5M |
| Shira Ridge Wealth Management | 1.60% | Reduce -5.3% | 68,540 | $3.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -35.4% | 68,373 | $3.5M |
| Wealth Management Resources, Inc. | 1.18% | Add +84.0% | 67,859 | $3.5M |
| Bulwark Capital Corp | 2.90% | — | 67,419 | $3.4M |
| CacheTech Inc. | 0.63% | Reduce -15.6% | 67,046 | $3.4M |
| Bleakley Financial Group, LLC | 0.09% | Reduce -2.8% | 66,322 | $3.4M |
| Beese Fulmer Investment Management, Inc. | 0.25% | New | 66,261 | $3.4M |
| Virtus Family Office LLC | 4.29% | Add +6.1% | 65,692 | $3.4M |
| Hudson Portfolio Management LLC | 3.09% | Add +2.1% | 64,827 | $3.3M |
| Creative Planning | 0.00% | Reduce -12.9% | 64,689 | $3.3M |
| Wrapmanager Inc. | 0.80% | Add +12.3% | 64,359 | $3.3M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +6.9% | 62,840 | $3.2M |
| Mgo One Seven LLC | 0.10% | Add +2.0% | 62,132 | $3.2M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -13.9% | 61,914 | $3.2M |
| Brookstone Capital Management | 0.04% | Reduce -14.1% | 61,723 | $3.1M |
| Princeton Global Asset Management LLC | 0.57% | Add +2.8% | 61,558 | $3.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.12% | Reduce -2.6% | 60,554 | $3.1M |
| Adams Wealth Management | 0.58% | Reduce -24.3% | 60,072 | $3.1M |
| PFG Advisors | 0.14% | Add +0.0% | 59,404 | $3.0M |
| ETF Store, Inc. | 3.48% | Add +15.3% | 58,902 | $3.0M |
| Seed Wealth Management, Inc. | 2.20% | New | 57,970 | $3.0M |
| Beacon Financial Group | 0.31% | Reduce -20.5% | 57,607 | $2.9M |
| Jones Financial Companies LLLP | 0.00% | Add +38.1% | 57,490 | $2.9M |
| TRUE Private Wealth Advisors | 0.32% | Reduce -93.6% | 56,681 | $2.9M |
| Farther Finance Advisors, LLC | 0.06% | Reduce -2.9% | 55,638 | $2.8M |
| Waverly Advisors, LLC | 0.03% | Reduce -0.1% | 54,724 | $2.8M |
| Private Advisory Group LLC | 0.26% | Add +14.9% | 54,699 | $2.8M |
| Axxcess Wealth Management, LLC | 0.07% | Reduce -19.3% | 54,578 | $2.8M |
| Eldridge Investment Advisors, Inc. | 0.58% | Add +0.5% | 54,712 | $2.8M |
| Capital Asset Advisory Services LLC | 0.13% | Reduce -3.0% | 54,578 | $2.8M |
| Legacy Capital Wealth Partners, LLC | 0.62% | Add +1.0% | 53,696 | $2.7M |
| Allstate Corp. | 0.20% | New | 53,629 | $2.7M |
| Transamerica Financial Advisors, LLC | 0.26% | Add +5.8% | 53,539 | $2.7M |
| Independent Solutions Wealth Management, LLC | 0.53% | Add +4.5% | 53,390 | $2.7M |
| Blue Capital, Inc. | 1.91% | — | 52,847 | $2.7M |
| Belpointe Asset Management LLC | 0.11% | Reduce -4.4% | 52,482 | $2.7M |
| Destiny Wealth Partners, LLC | 0.36% | Add +9.3% | 52,408 | $2.7M |
| Royal Fund Management, LLC | 0.28% | Add +840.3% | 52,262 | $2.7M |
| Nilsine Partners, LLC | 0.27% | Add +18.2% | 51,904 | $2.6M |
| Park Avenue Securities LLC | 0.02% | Reduce -11.1% | 51,632 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | New | 50,880 | $2.6M |
| Guardian Wealth Advisors, LLC / NC | 0.18% | Add +7.6% | 49,766 | $2.5M |
| Toews Corp. | 0.37% | Add +0.6% | 49,228 | $2.5M |
| Alpha Cubed Investments, LLC | 0.09% | Add +2.3% | 47,553 | $2.4M |
| Arkadios Wealth Advisors | 0.07% | Add +1.6% | 47,023 | $2.4M |
| ORG Partners LLC | 0.51% | Add +4.6% | 46,655 | $2.3M |
| Snowden Capital Advisors LLC | 0.07% | Reduce -2.1% | 45,718 | $2.3M |
| Edgestream Partners, L.P. | 0.06% | Add +122.2% | 45,100 | $2.3M |
| Ascentis Independent Advisors | 0.42% | Reduce -14.0% | 44,812 | $2.3M |
| LexAurum Advisors, LLC | 0.36% | No change | 44,482 | $2.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -22.8% | 44,335 | $2.3M |
| Bonfire Financial | 1.81% | Reduce -2.1% | 43,248 | $2.2M |
| Cunning Capital Partners, LP | 1.14% | Reduce -14.0% | 43,000 | $2.2M |
| Leavell Investment Management, Inc. | 0.10% | Reduce -11.9% | 42,134 | $2.1M |
| Eagle Global Advisors LLC | 0.09% | Reduce -2.9% | 41,798 | $2.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -34.9% | 41,683 | $2.1M |
| Global Retirement Partners, LLC | 0.05% | — | 41,467 | $2.1M |
| Cascade Financial Partners, LLC | 0.25% | Reduce -10.2% | 41,192 | $2.1M |
| CoreCap Advisors, LLC | 0.08% | Reduce -36.1% | 40,462 | $2.1M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.64% | Add +226.1% | 40,339 | $2.1M |
| Elmwood Wealth Management, Inc. | 0.81% | Add +10.6% | 40,188 | $2.1M |
| Bigelow Investment Advisors, LLC | 0.90% | Reduce -2.5% | 40,079 | $2.0M |
| Crabel Capital Management, LLC | 1.24% | Add +101.3% | 39,561 | $2.0M |
| Sovran Advisors, LLC | 0.21% | Add +132.2% | 39,094 | $2.0M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +340.1% | 38,544 | $2.0M |
| First American Trust, FSB | 0.16% | Add +6.8% | 38,289 | $2.0M |
| Buck Wealth Strategies, LLC | 0.30% | Add +52.5% | 38,134 | $1.9M |
| Waller Financial Planning Group, Inc. | 0.47% | Reduce -3.9% | 37,936 | $1.9M |
| Independent Wealth Network Inc. | 0.70% | Reduce -2.1% | 37,824 | $1.9M |
| Beaird Harris Wealth Management, LLC | 0.15% | Add +1.3% | 37,785 | $1.9M |
| Independent Advisor Alliance | 0.06% | New | 37,390 | $1.9M |
| Lion Street Advisors, LLC | 0.57% | Reduce -6.0% | 36,939 | $1.9M |
| Outlook Wealth Advisors, LLC | 0.48% | Reduce -0.8% | 36,370 | $1.9M |
| Pension & Wealth Management Advisors, Inc. | 0.62% | Add +9.3% | 36,331 | $1.9M |
| One Capital Management, LLC | 0.06% | Reduce -4.1% | 36,281 | $1.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.12% | Reduce -4.3% | 35,984 | $1.8M |
| Oxinas Partners, LLC | 0.91% | Reduce -52.6% | 34,734 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +17.4% | 34,595 | $1.8M |
| HSBC Holdings PLC | 0.00% | Reduce -0.2% | 34,399 | $1.8M |
| Crews Bank & Trust | 0.28% | Add +95.0% | 34,277 | $1.7M |
| Webster Bank, N. A. | 0.18% | Reduce -20.7% | 34,096 | $1.7M |
| RiverTree Advisors, LLC | 1.16% | Reduce -15.9% | 33,912 | $1.7M |
| Trek Financial, LLC | 0.12% | Add +80.9% | 33,866 | $1.7M |
| Donaldson Capital Management, LLC | 0.06% | No change | 33,375 | $1.7M |
| Callahan Advisors, LLC | 0.15% | Add +16.7% | 33,350 | $1.7M |
| Wealthspire Retirement, LLC | 0.11% | New | 32,927 | $1.7M |
| Prelude Capital Management, LLC | 0.16% | New | 32,496 | $1.7M |
| DHK Financial Advisors, Inc. | 0.95% | Add +1.3% | 32,370 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | Reduce -16.1% | 31,820 | $1.6M |
| Bryn Mawr Trust Advisors, LLC | 0.09% | Reduce -10.9% | 31,655 | $1.6M |
| Csenge Advisory Group | 0.08% | Reduce -0.6% | 31,140 | $1.6M |
| Independent Financial Group, LLC | 0.04% | Reduce -12.3% | 30,701 | $1.6M |
| Fiduciary Trust Co | 0.02% | No change | 30,537 | $1.6M |
| Roundview Capital LLC | 0.10% | Reduce -10.6% | 30,437 | $1.6M |
| Blue Fin Capital, Inc. | 0.26% | Add +12.4% | 30,320 | $1.5M |
| Meitav Investment House Ltd. | 0.02% | Add +226.8% | 30,143 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.0% | 29,584 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -32.0% | 29,494 | $1.5M |
| Valmark Advisers, Inc. | 0.02% | Add +110.9% | 29,444 | $1.5M |
| Jaffetilchin Investment Partners, LLC | 0.10% | Reduce -4.8% | 29,273 | $1.5M |
| Old National Bancorp | 0.03% | Reduce -2.9% | 28,751 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -70.3% | 28,739 | $1.5M |
| SlateStone Wealth, LLC | 0.14% | Add +4.9% | 28,710 | $1.5M |
| Blair William & Co. | 0.00% | Reduce -3.4% | 28,337 | $1.4M |
| Loudon Investment Management, LLC | 0.80% | Add +0.1% | 28,222 | $1.4M |
| Harbour Investments, Inc. | 0.04% | Add +10.5% | 28,172 | $1.4M |
| First United Bank & Trust | 0.50% | Add +7.4% | 28,125 | $1.4M |
| Brookwood Investment Group LLC | 0.23% | Reduce -26.7% | 27,982 | $1.4M |
| Financial Partners Group, Inc | 0.20% | Add +39.2% | 27,957 | $1.4M |
| Arvest Investments, Inc. | 0.21% | Reduce -34.2% | 27,934 | $1.4M |
| AlphaStar Capital Management, LLC | 0.10% | Reduce -76.0% | 27,218 | $1.4M |
| Nalls Sherbakoff Group, LLC | 1.01% | Reduce -1.5% | 27,179 | $1.4M |
| Advyzon Investment Management, LLC | 0.30% | Add +283.5% | 26,847 | $1.4M |
| PFG Investments, LLC | 0.08% | Reduce -5.7% | 26,731 | $1.4M |
| Octavia Wealth Advisors, LLC | 0.15% | Reduce -10.1% | 26,703 | $1.4M |
| Summit Trail Advisors, LLC | 0.02% | Add +110.4% | 26,466 | $1.4M |
| TriaGen Wealth Management LLC | 0.41% | Add +4.1% | 26,434 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -23.7% | 25,995 | $1.3M |
| 1 North Wealth Services LLC | 0.53% | Reduce -6.0% | 25,992 | $1.3M |
| Powers Advisory Group, LLC | 0.58% | Reduce -17.3% | 25,878 | $1.3M |
| Centaurus Financial, Inc. | 0.08% | Add +12.9% | 25,862 | $1.3M |
| Klaas Financial Asset Advisors, LLC | 0.21% | Reduce -6.5% | 25,793 | $1.3M |
| SageView Advisory Group, LLC | 0.05% | Add +8.4% | 25,690 | $1.3M |
| Jackson Creek Investment Advisors LLC | 0.35% | Reduce -1.1% | 25,443 | $1.3M |
| Allianz Asset Management GmbH | 0.00% | No change | 25,000 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -17.0% | 24,991 | $1.3M |
| Laird Norton Wetherby Wealth Management, LLC | 0.06% | — | 24,670 | $1.3M |
| Kanawha Capital Management LLC | 0.09% | Reduce -7.5% | 24,604 | $1.3M |
| New Wave Wealth Advisors LLC | 0.53% | Reduce -5.7% | 24,541 | $1.3M |
| Kane Investment Management, Inc. | 0.65% | Add +12.2% | 24,277 | $1.2M |
| ARK & TLK Investments, LLC | 0.39% | Reduce -9.4% | 24,070 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.17% | Add +16.7% | 23,704 | $1.2M |
| WBH Advisory Inc. | 0.10% | Add +13.5% | 23,614 | $1.2M |
| Flagstar Securities, Inc. | 0.33% | Reduce -0.7% | 23,601 | $1.2M |
| Harbor Asset Planning, Inc. | 1.12% | — | 23,033 | $1.2M |
| Nutshell Asset Management Ltd | 0.70% | Reduce -90.2% | 23,026 | $1.2M |
| Joseph P. Lucia & Associates, LLC | 0.48% | Reduce -0.2% | 22,884 | $1.2M |
| IFP Advisors, Inc | 0.03% | Add +45.6% | 22,687 | $1.2M |
| NTV Asset Management LLC | 0.14% | Reduce -27.5% | 22,556 | $1.2M |
| Virtus Fixed Income Advisers, LLC | 1.16% | — | 22,500 | $1.1M |
| Principal Financial Group Inc. | 0.00% | Add +8.1% | 22,383 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.08% | Add +30.6% | 22,304 | $1.1M |
| Frisch Financial Group, Inc. | 0.28% | Add +0.5% | 22,094 | $1.1M |
| OneAscent Financial Services LLC | 0.08% | Reduce -33.0% | 21,974 | $1.1M |
| Creative Financial Designs Inc. | 0.08% | Add +62.5% | 21,755 | $1.1M |
| DMC Group, LLC | 0.86% | Reduce -6.2% | 21,721 | $1.1M |
| Flagship Harbor Advisors, LLC | 0.05% | Reduce -4.7% | 21,702 | $1.1M |
| International Assets Investment Management, LLC | 0.09% | Add +5.4% | 21,585 | $1.1M |
| StoneX Group Inc. | 0.05% | Add +8.8% | 21,529 | $1.1M |
| Invenio Wealth Partners LLC | 0.43% | No change | 21,000 | $1.1M |
| MGB Wealth Management, LLC | 0.35% | Add +4.5% | 20,987 | $1.1M |
| OneAscent Wealth Management LLC | 0.39% | Reduce -21.1% | 20,875 | $1.1M |
| Midwest Financial Network, LLC | 1.05% | Add +7.3% | 20,837 | $1.1M |
| TCP Asset Management, LLC | 0.20% | Reduce -4.4% | 20,198 | $1.0M |
| Synovus Financial Corp. | 0.01% | Reduce -12.8% | 20,039 | $1.0M |
| Fiduciary Alliance LLC | 0.08% | New | 19,960 | $1.0M |
| Greenup Street Wealth Management LLC | 0.17% | Reduce -15.2% | 19,673 | $1.0M |
| Townsquare Capital LLC | 0.10% | Reduce -3.8% | 19,465 | $993K |
| Milestone Asset Management, LLC | 0.21% | New | 19,303 | $985K |
| Allianz SE | 0.02% | No change | 18,938 | $966K |
| Western Wealth Management, LLC | 0.06% | Add +0.5% | 18,917 | $965K |
| Cascades Capital Asset Management, LLC | 0.50% | New | 18,786 | $958K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -26.2% | 18,487 | $943K |
| JFS Wealth Advisors, LLC | 0.06% | Add +12.4% | 17,866 | $912K |
| Capital Investment Services of America, Inc. | 0.08% | No change | 17,842 | $910K |
| Stephens Group Asset Management, LLC | 0.06% | Reduce -4.9% | 17,635 | $900K |
| Bank of Montreal | 0.00% | Reduce -18.8% | 17,526 | $894K |
| Strategic Blueprint, LLC | 0.04% | Add +147.4% | 17,484 | $892K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +9.8% | 16,913 | $863K |
| Pinnacle Financial Partners Inc | 0.02% | Reduce -18.0% | 16,873 | $861K |
| Union Savings Bank | 0.39% | Reduce -27.0% | 16,690 | $852K |
| Advisor Resource Council | 0.41% | Reduce -10.6% | 16,532 | $843K |
| KG Capital Management | 0.25% | Add +71.3% | 16,484 | $841K |
| Flow Traders U.S. LLC | 0.03% | New | 16,440 | $839K |
| Anchor Capital Advisors LLC | 0.02% | No change | 16,250 | $829K |
| Regions Financial Corp. | 0.01% | Reduce -24.9% | 16,112 | $822K |
| Private Trust Co. NA | 0.08% | Add +14.7% | 15,938 | $813K |
| Garde Capital, Inc. | 0.04% | No change | 15,788 | $806K |
| L.K. Benson & Company, P.C. | 0.49% | Reduce -1.9% | 15,785 | $805K |
| Mosaic Financial Group, LLC | 0.61% | No change | 15,705 | $801K |
| CENTRAL TRUST Co | 0.02% | Reduce -9.9% | 15,670 | $799K |
| Holos Integrated Wealth LLC | 0.48% | No change | 15,670 | $798K |
| Guidance Point Advisors, LLC | 0.21% | Reduce -2.5% | 15,628 | $797K |
| Traub Capital Management LLC | 0.73% | — | 15,570 | $794K |
| Capital Investment Advisory Services, LLC | 0.06% | Reduce -17.2% | 15,345 | $783K |
| Coldstream Capital Management Inc. | 0.01% | No change | 15,268 | $779K |
| Westbourne Investments, Inc. | 0.41% | Reduce -50.9% | 15,250 | $778K |
| Prospera Financial Services Inc | 0.01% | Reduce -3.0% | 15,219 | $777K |
| L.M. Kohn & Company | 0.21% | Reduce -34.4% | 15,132 | $772K |
| Connecticut Wealth Management, LLC | 0.04% | No change | 15,000 | $765K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -4.5% | 14,919 | $761K |
| Stephens Inc. | 0.01% | Add +0.6% | 14,893 | $760K |
| Mowery & Schoenfeld Wealth Management, LLC | 1.22% | No change | 14,767 | $753K |
| First Horizon Advisors, Inc. | 0.02% | Add +6.4% | 14,608 | $745K |
| Bellwether Advisors, LLC | 0.13% | Add +1.8% | 14,591 | $744K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -3.4% | 14,548 | $742K |
| Summit Financial, LLC | 0.02% | Add +1.5% | 14,248 | $727K |
| Schmidt P J Investment Management Inc. | 0.13% | Add +33.7% | 14,170 | $723K |
| &partners | 0.01% | New | 14,034 | $716K |
| Donor Advised Charitable Giving, Inc. | 0.01% | Add +1.3% | 13,988 | $714K |
| NorthCrest Asset Manangement, LLC | 0.02% | Reduce -0.4% | 13,979 | $711K |
| O'ROURKE & COMPANY, Inc | 0.33% | Add +50.7% | 13,938 | $711K |
| Vicus Capital | 0.06% | Add +3.8% | 13,887 | $709K |
| Atlas Private Wealth Advisors | 0.09% | Reduce -21.9% | 13,862 | $707K |
| Western Financial Corp | 0.38% | Reduce -1.4% | 13,771 | $703K |
| KFA Private Wealth Group, LLC | 0.22% | No change | 13,744 | $701K |
| RDA Financial Network | 0.19% | Reduce -16.0% | 13,650 | $696K |
| Dakota Wealth Management | 0.01% | Reduce -18.5% | 13,645 | $696K |
| Composition Wealth, LLC | 0.01% | New | 13,633 | $696K |
| State Farm Mutual Automobile Insurance Co. | 0.00% | Add +321.8% | 13,447 | $686K |
| Keybank National Association | 0.00% | Add +0.6% | 13,260 | $677K |
| Founders Financial Securities LLC | 0.05% | Add +33.8% | 13,226 | $675K |
| Perigon Wealth Management, LLC | 0.02% | Add +17.7% | 13,205 | $674K |
| Cardiff Park Advisors, LLC | 0.06% | Reduce -3.8% | 13,154 | $671K |
| Mustico Financial Group, Inc. | 0.61% | — | 12,990 | $661K |
| Portland Financial Advisors Inc | 1.58% | Add +6.3% | 12,871 | $657K |
| New Insight Wealth Advisors | 0.27% | New | 12,737 | $650K |
| WCG Wealth Advisors LLC | 0.04% | New | 12,732 | $650K |
| Professional Financial Advisors, LLC | 0.15% | Reduce -10.6% | 12,675 | $647K |
| Two West Capital Advisors LLC | 0.42% | Reduce -2.6% | 12,594 | $643K |
| Impact Partnership Wealth, LLC | 0.12% | New | 12,597 | $643K |
| Register Financial Advisors LLC | 0.28% | Add +2.5% | 12,541 | $640K |
| Salem Investment Counselors Inc. | 0.02% | Add +165.6% | 12,457 | $636K |
| Arax Advisory Partners | 0.03% | Reduce -18.8% | 12,299 | $628K |
| Reyes Financial Architecture, Inc. | 0.54% | No change | 12,277 | $626K |
| Chicago Partners Investment Group LLC | 0.02% | New | 12,270 | $626K |
| Shufro Rose & Co. LLC | 0.05% | No change | 11,900 | $607K |
| Diversify Wealth Management, LLC | 0.04% | Add +70.3% | 11,891 | $606K |
| Focus Financial Network, Inc. | 0.02% | Add +32.6% | 11,841 | $604K |
| Rise Advisors, LLC | 0.24% | Reduce -3.4% | 11,808 | $602K |
| Focus Partners Wealth | 0.00% | Reduce -12.5% | 11,628 | $593K |
| Ameliora Wealth Management Ltd. | 0.21% | No change | 11,620 | $593K |
| Well Done, LLC | 0.11% | New | 11,588 | $591K |
| Clearstead Advisors, LLC | 0.01% | Reduce -40.2% | 11,537 | $589K |
| Bluesphere Advisors LLC | 0.29% | Reduce -66.1% | 11,426 | $583K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -2.8% | 11,219 | $572K |
| Pettyjohn, Wood & White, Inc. | 0.10% | Reduce -4.9% | 11,141 | $568K |
| Bard Associates Inc. | 0.18% | Add +0.3% | 11,086 | $566K |
| BridgePort Financial Solutions, LLC | 0.19% | No change | 10,998 | $561K |
| Argus Investors' Counsel, Inc. | 0.40% | Add +1.4% | 10,925 | $557K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -4.6% | 10,911 | $557K |
| Rialto Wealth Management, LLC | 0.15% | No change | 10,664 | $544K |
| Watts Gwilliam & Co., LLC | 0.09% | Reduce -54.3% | 10,558 | $538K |
| Novem Group | 0.07% | Add +3.4% | 10,527 | $537K |
| Ceeto Capital Group, LLC | 0.19% | Add +75.0% | 10,500 | $536K |
| Natural Investments, LLC | 0.14% | Add +0.1% | 10,493 | $535K |
| Whalen Wealth Management Inc. | 0.33% | New | 10,407 | $531K |
| Welch & Forbes LLC | 0.01% | Reduce -1.9% | 10,400 | $531K |
| Nwam LLC | 0.03% | Add +11.5% | 10,279 | $525K |
| AlphaCore Capital LLC | 0.02% | No change | 10,200 | $520K |
| GWN Securities Inc. | 0.10% | Reduce -20.2% | 10,167 | $519K |
| Wealth Advisory Solutions, LLC | 0.13% | Add +0.3% | 10,134 | $517K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +0.2% | 10,021 | $511K |
| XTX Topco Ltd | 0.02% | Reduce -11.6% | 9,949 | $508K |
| Wesbanco Bank Inc. | 0.01% | No change | 9,920 | $506K |
| Thoroughbred Financial Services, LLC | 0.03% | New | 9,805 | $500K |
| Disciplined Investments, LLC | 0.21% | Reduce -13.4% | 9,734 | $497K |
| Lee Danner & Bass Inc. | 0.04% | No change | 9,642 | $492K |
| Innealta Capital, LLC | 0.26% | Reduce -16.2% | 9,536 | $487K |
| MMBG Investment Advisors Co. | 0.05% | Reduce -14.4% | 9,535 | $486K |
| Hohimer Wealth Management, LLC | 0.09% | Add +2.9% | 9,491 | $484K |
| Ethos Financial Group, LLC | 0.04% | Add +36.2% | 9,437 | $481K |
| Independent Family Office, LLC | 0.22% | No change | 9,420 | $481K |
| Certified Advisory Corp | 0.05% | Reduce -1.2% | 9,407 | $480K |
| Balboa Wealth Partners | 0.10% | Add +0.7% | 9,353 | $477K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -10.3% | 9,326 | $476K |
| Private Client Services, LLC | 0.18% | Add +30.4% | 9,299 | $474K |
| May Hill Capital, LLC | 0.16% | Reduce -48.3% | 9,268 | $473K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -25.9% | 9,252 | $471K |
| Hutchinson Capital Management | 0.09% | Reduce -1.5% | 9,226 | $471K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -4.9% | 9,203 | $470K |
| Tableaux LLC | 0.27% | Reduce -10.4% | 9,151 | $467K |
| Gries Financial LLC | 0.08% | Reduce -9.5% | 9,013 | $460K |
| Stelac Advisory Services LLC | 0.17% | Reduce -17.9% | 8,999 | $459K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -1.2% | 8,870 | $453K |
| BTS Asset Management, Inc. | 0.54% | Reduce -2.3% | 8,863 | $452K |
| Cerity Partners LLC | 0.00% | Reduce -34.9% | 8,792 | $449K |
| World Investment Advisors | 0.01% | Reduce -39.0% | 8,716 | $445K |
| Thompson Davis & Co., Inc. | 0.30% | Reduce -15.0% | 8,650 | $441K |
| Savant Capital, LLC | 0.00% | Reduce -0.2% | 8,585 | $438K |
| Palisades Hudson Asset Management, L.P. | 0.17% | New | 8,571 | $437K |
| Opinicus Capital, Inc. | 0.33% | Add +8.3% | 8,545 | $436K |
| Rik Saylor Financial, Inc. | 0.33% | Reduce -2.8% | 8,397 | $428K |
| Balefire, LLC | 0.09% | New | 8,236 | $420K |
| Two Sigma Securities, LLC | 0.05% | New | 8,234 | $420K |
| Flavin Financial Services, Inc. | 0.41% | Reduce -41.6% | 8,207 | $419K |
| EP Wealth Advisors, LLC | 0.00% | No change | 8,042 | $410K |
| Choreo, LLC | 0.01% | Add +7.0% | 7,926 | $404K |
| Global Trust Asset Management, LLC | 0.22% | Reduce -29.7% | 7,913 | $404K |
| Revisor Wealth Management LLC | 0.15% | Reduce -55.7% | 7,918 | $403K |
| Northwest Bancshares, Inc. | 0.07% | No change | 7,810 | $398K |
| First National Corp. /Ma/ | 0.08% | Add +9.2% | 7,751 | $395K |
| First International Bank & Trust | 0.14% | No change | 7,742 | $395K |
| Continental Investors Services, Inc. | 0.71% | Reduce -3.6% | 7,710 | $393K |
| Alpha Financial Partners LLC | 0.28% | New | 7,580 | $387K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -5.6% | 7,556 | $386K |
| Hobbs Group Advisors, LLC | 0.13% | Reduce -44.1% | 7,506 | $383K |
| Fortune Financial Advisors, LLC | 0.31% | No change | 7,443 | $380K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.03% | Reduce -1.4% | 7,438 | $379K |
| Meridian Management Co. | 0.10% | No change | 7,430 | $379K |
| Liberty Wealth Management LLC | 0.06% | Reduce -50.0% | 7,271 | $371K |
| Mascagni Wealth Management, Inc. | 0.32% | No change | 7,255 | $370K |
| Prepared Retirement Institute LLC | 0.22% | Reduce -30.7% | 7,247 | $370K |
| Liberty Square Wealth Partners LLC | 0.13% | No change | 7,141 | $364K |
| Aurora Private Wealth, Inc. | 0.27% | Add +0.6% | 7,096 | $362K |
| Sherman Asset Management, Inc. | 0.32% | Add +0.4% | 7,082 | $361K |
| Lanark Financial, Inc. | 0.03% | Add +41.6% | 7,054 | $359K |
| Smith Thornton Advisors LLC | 0.21% | Reduce -22.0% | 7,020 | $358K |
| Alpha Omega Wealth Management LLC | 0.06% | No change | 6,990 | $357K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +13.7% | 6,981 | $356K |
| Black Swift Group, LLC | 0.07% | Reduce -45.7% | 6,970 | $356K |
| Keystone Wealth Services, LLC | 0.09% | Reduce -22.4% | 6,954 | $355K |
| Patten Group, Inc. | 0.07% | Reduce -46.5% | 6,938 | $354K |
| Bison Wealth, LLC | 0.03% | Add +0.5% | 6,948 | $354K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -46.0% | 6,870 | $351K |
| Horizon Investments, LLC | 0.01% | Add +279.0% | 6,925 | $350K |
| Summit Asset Management, LLC | 0.06% | Reduce -4.0% | 6,718 | $343K |
| GTS Securities LLC | 0.02% | New | 6,636 | $339K |
| Charter Oak Capital Management, LLC | 0.03% | Reduce -32.2% | 6,615 | $337K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 6,486 | $331K |
| Integrated Capital Management, LLC | 0.16% | Add +0.3% | 6,415 | $327K |
| M&T Bank Corp | 0.00% | Reduce -22.6% | 6,380 | $326K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | No change | 6,100 | $311K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -4.3% | 6,093 | $311K |
| Boston Family Office LLC | 0.02% | No change | 6,038 | $308K |
| Waldron Private Wealth LLC | 0.01% | New | 5,962 | $304K |
| Trilogy Capital Inc. | 0.01% | Reduce -1.3% | 5,935 | $303K |
| Fortitude Advisory Group L.L.C. | 0.17% | Add +7.7% | 5,925 | $302K |
| Heck Capital Advisors, LLC | 0.03% | Reduce -88.6% | 5,891 | $301K |
| Evanson Asset Management, LLC | 0.02% | Add +1.2% | 5,862 | $299K |
| Breakwater Capital Group | 0.05% | Reduce -42.4% | 5,850 | $298K |
| Tidemark, LLC | 0.10% | No change | 5,848 | $298K |
| Money Concepts Capital Corp. | 0.02% | Add +27.0% | 5,786 | $295K |
| Y.D. More Investments Ltd | 0.02% | Add +2.1% | 23,760 | $294K |
| United Asset Strategies, Inc. | 0.02% | Reduce -5.9% | 5,712 | $291K |
| Eagle Bay Advisors LLC | 0.24% | Reduce -21.1% | 5,673 | $289K |
| Naples Global Advisors, LLC | 0.02% | Reduce -1.8% | 5,605 | $286K |
| Chilton Capital Management LLC | 0.01% | Reduce -3.6% | 5,564 | $284K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 5,528 | $282K |
| Cresset Asset Management, LLC | 0.00% | Reduce -87.3% | 5,500 | $281K |
| Mezzasalma Advisors, LLC | 0.08% | No change | 5,476 | $279K |
| Essex LLC | 0.05% | Reduce -19.9% | 5,468 | $279K |
| Stableford Capital II LLC | 0.10% | No change | 5,391 | $275K |
| Fullcircle Wealth LLC | 0.10% | No change | 5,359 | $273K |
| Lifeworks Advisors, LLC | 0.04% | New | 5,335 | $272K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 5,156 | $263K |
| Addison Capital Co | 0.09% | No change | 5,109 | $261K |
| Fiduciary Financial Group, LLC | 0.05% | No change | 5,113 | $260K |
| OMNI 360 Wealth, Inc. | 0.16% | New | 5,070 | $259K |
| Garner Asset Management Corp | 0.12% | Reduce -39.6% | 5,062 | $258K |
| Mandatum Life Insurance Co Ltd | 0.07% | No change | 5,060 | $258K |
| Cherry Tree Wealth Management, LLC | 0.06% | Reduce -28.3% | 5,039 | $257K |
| Burling Wealth Partners, LLC | 0.05% | New | 5,000 | $255K |
| Coppell Advisory Solutions LLC | 0.03% | New | 5,000 | $255K |
| D L Carlson Investment Group Inc. | 0.05% | Reduce -78.7% | 4,956 | $253K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 4,950 | $253K |
| Optivise Advisory Services LLC | 0.13% | Add +6.8% | 4,891 | $250K |
| Sharper & Granite LLC | 0.09% | New | 4,900 | $249K |
| GeoWealth Management, LLC | 0.01% | Reduce -19.2% | 4,865 | $248K |
| Fourth Dimension Wealth, LLC | 0.10% | Reduce -48.1% | 4,859 | $248K |
| Ascent Group, LLC | 0.01% | Reduce -95.0% | 4,852 | $248K |
| CFM Wealth Partners LLC | 0.04% | No change | 4,850 | $247K |
| GC Wealth Management RIA, LLC | 0.02% | Reduce -19.6% | 4,838 | $247K |
| Modern Wealth Management, LLC | 0.01% | Reduce -15.4% | 4,817 | $246K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -11.2% | 4,763 | $243K |
| Rockingstone Advisors LLC | 0.13% | No change | 4,680 | $239K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +3.4% | 4,676 | $239K |
| Ancora Advisors LLC | 0.01% | Add +0.3% | 4,676 | $239K |
| IHT Wealth Management, LLC | 0.01% | Add +7.0% | 4,638 | $237K |
| Evolution Wealth Advisors, LLC | 0.03% | New | 4,580 | $234K |
| Thrive Capital Management, LLC | 0.07% | New | 4,576 | $233K |
| Interactive Financial Advisors, Inc. | 0.11% | Reduce -1.5% | 4,473 | $228K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +27.9% | 4,418 | $225K |
| Talon Private Wealth, LLC | 0.03% | New | 4,407 | $225K |
| WJ Wealth Management, LLC | 0.07% | Reduce -69.5% | 4,400 | $224K |
| Investment Advisory Group, LLC | 0.07% | Reduce -2.2% | 4,398 | $224K |
| Wick Capital Partners, LLC | 0.06% | Add +356.1% | 20,021 | $224K |
| Rogco, LP | 0.08% | No change | 4,343 | $222K |
| Powell Investment Advisors, LLC | 0.08% | No change | 4,337 | $221K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Add +1.2% | 4,330 | $221K |
| Spinnaker Investment Group, LLC | 0.05% | Reduce -15.6% | 4,307 | $220K |
| Peddock Capital Advisors, LLC | 0.05% | Add +1.3% | 4,302 | $219K |
| Elm3 Financial Group, LLC | 0.18% | Reduce -36.0% | 4,263 | $217K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 4,252 | $217K |
| KPP Advisory Services LLC | 0.03% | Reduce -6.7% | 4,150 | $212K |
| Exchange Bank | 0.16% | Reduce -7.3% | 4,080 | $208K |
| RPS Advisory Solutions LLC | 0.11% | New | 4,069 | $208K |
| Narus Financial Partners, LLC | 0.06% | New | 4,066 | $207K |
| Summit Wealth Partners, LLC | 0.04% | No change | 4,007 | $204K |
| Graybill Wealth Management, LTD. | 0.07% | Reduce -30.7% | 4,000 | $204K |
| Summit Place Financial Advisors, LLC | 0.10% | Reduce -37.7% | 3,960 | $202K |
| Kovack Advisors, Inc. | 0.02% | New | 3,947 | $201K |
| Continuum Advisory, LLC | 0.02% | Add +71.1% | 3,939 | $201K |
| NFSG Corp | 0.03% | New | 3,907 | $199K |
| Cove Street Capital, LLC | 0.29% | Add +77.3% | 3,901 | $199K |
| Capital Advisors, Ltd. LLC | 0.02% | Reduce -7.7% | 3,907 | $199K |
| Whittier Trust Co. | 0.00% | Add +249.8% | 3,865 | $197K |
| Capital Analysts, LLC | 0.01% | Reduce -1.2% | 3,689 | $188K |
| Glen Eagle Advisors, LLC | 0.03% | Add +0.2% | 3,597 | $183K |
| Coastline Trust Co | 0.02% | Add +0.8% | 3,461 | $177K |
| Principal Securities, Inc. | 0.00% | Add +20.6% | 3,300 | $168K |
| Sachetta, LLC | 0.06% | No change | 3,200 | $163K |
| Medallion Wealth Advisors, LLC | 0.06% | Add +0.0% | 3,058 | $155K |
| MAI Capital Management | 0.00% | Reduce -3.5% | 2,481 | $127K |
| Westside Investment Management, Inc. | 0.02% | No change | 2,353 | $120K |
| Ameritas Advisory Services, LLC | 0.01% | New | 2,256 | $115K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 2,210 | $113K |
| Fifth Third Bancorp | 0.00% | No change | 2,119 | $108K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,075 | $106K |
| Financial Connections Group, Inc. | 0.04% | New | 2,008 | $102K |
| Park Place Capital Corp | 0.02% | No change | 2,000 | $102K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 1,974 | $101K |
| Gables Capital Management Inc. | 0.05% | No change | 1,946 | $99K |
| Front Row Advisors LLC | 0.03% | No change | 1,914 | $98K |
| FMR LLC | 0.00% | Reduce -48.0% | 1,757 | $90K |
| Grove Bank & Trust | 0.01% | New | 1,637 | $84K |
| Strategic Wealth Partners, Ltd. | 0.01% | — | 1,485 | $76K |
| North Star Investment Management Corp. | 0.01% | Add +198.0% | 1,460 | $74K |
| Archer Investment Corp | 0.02% | Reduce -20.3% | 1,441 | $74K |
| LRI Investments, LLC | 0.01% | No change | 1,285 | $66K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,270 | $65K |
| Caldwell Trust Co | 0.01% | Reduce -0.4% | 1,252 | $64K |
| Wagner Wealth Management, LLC | 0.01% | New | 1,236 | $63K |
| Affinity Wealth LLC | 0.05% | New | 1,225 | $63K |
| Spire Wealth Management | 0.00% | Reduce -38.5% | 1,156 | $59K |
| Addison Advisors LLC | 0.01% | Reduce -42.8% | 1,115 | $57K |
| Blue Trust, Inc. | 0.00% | Add +1.2% | 1,081 | $55K |
| IFS Advisors, LLC | 0.04% | No change | 1,000 | $51K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -7.6% | 989 | $50K |
| Citizens National Bank Trust Department | 0.01% | No change | 948 | $48K |
| Parallel Advisors, LLC | 0.00% | Reduce -21.3% | 906 | $46K |
| Logan Capital Management Inc. | 0.00% | Add +6.2% | 878 | $45K |
| Elevate Wealth Advisory, Inc. | 0.03% | Reduce -79.8% | 869 | $44K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 800 | $41K |
| TFC Financial Management, Inc. | 0.01% | New | 792 | $40K |
| St Germain D J Co. Inc. | 0.00% | Add +0.4% | 727 | $37K |
| SYM FINANCIAL Corp | 0.00% | New | 725 | $37K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 708 | $36K |
| Hollencrest Capital Management | 0.00% | No change | 687 | $35K |
| WealthShield Partners, LLC | 0.00% | Reduce -38.5% | 640 | $33K |
| Ameriflex Group, Inc. | 0.02% | No change | 638 | $33K |
| Elevation Wealth Partners, LLC | 0.01% | Add +1.3% | 637 | $33K |
| Elequin Capital, LP | 0.01% | New | 541 | $28K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -14.0% | 509 | $26K |
| MRP Capital Investments, LLC | 0.02% | No change | 500 | $26K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 500 | $25K |
| Financial Freedom, LLC | 0.01% | Add +0.8% | 495 | $25K |
| Tompkins Financial Corp. | 0.00% | New | 492 | $25K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 464 | $24K |
| Opal Wealth Advisors, LLC | 0.01% | Add +7.3% | 444 | $23K |
| Friedenthal Financial | 0.01% | Add +15.6% | 438 | $22K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 425 | $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% | No change | 393 | $20K |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -17.9% | 390 | $20K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 379 | $19K |
| West Branch Capital LLC | 0.01% | Add +1.4% | 376 | $19K |
| Transce3nd, LLC | 0.01% | Add +7.0% | 336 | $17K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 325 | $17K |
| NewSquare Capital LLC | 0.00% | No change | 301 | $15K |
| Alerus Financial NA | 0.00% | New | 300 | $15K |
| Bogart Wealth, LLC | 0.00% | New | 286 | $15K |
| Russell Investments Group, Ltd. | 0.00% | Add +26200.0% | 263 | $13K |
| Park Square Financial Group, LLC | 0.01% | Reduce -13.0% | 260 | $13K |
| City State Bank | 0.00% | No change | 235 | $12K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 212 | $11K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 209 | $11K |
| Headlands Technologies LLC | 0.00% | Reduce -61.4% | 200 | $10K |
| Anfield Capital Management, LLC | 0.00% | New | 197 | $10K |
| Tsfg, LLC | 0.00% | No change | 198 | $10K |
| SOA Wealth Advisors, LLC. | 0.00% | New | 186 | $9K |
| Central Pacific Bank - Trust Division | 0.00% | Reduce -99.5% | 183 | $9K |
| Rossby Financial, LCC | 0.00% | Add +53.1% | 170 | $9K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.4% | 144 | $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 | $6K |
| New England Asset Management Inc. | 0.00% | No change | 100 | $5K |
| Darwin Wealth Management, LLC | 0.00% | No change | 99 | $5K |
| FSA Wealth Management LLC | 0.00% | New | 98 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 98 | $5K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | No change | 88 | $4K |
| Key Financial Inc | 0.00% | Add +500.0% | 84 | $4K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 79 | $4K |
| Decker Retirement Planning Inc. | 0.00% | New | 66 | $3K |
| Provident Wealth Management, LLC | 0.00% | No change | 63 | $3K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 61 | $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% | Add +2.6% | 40 | $2K |
| Nova Wealth Management, Inc. | 0.00% | New | 36 | $2K |
| LGT Financial Advisors LLC | 0.00% | New | 31 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -94.6% | 23 | $1K |
| Sound Income Strategies, LLC | 0.00% | Reduce -66.7% | 19 | $989 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -86.8% | 15 | $765 |
| Richardson Financial Services Inc. | 0.00% | Reduce -31.8% | 15 | $762 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 5 | $263 |
| Bear Mountain Capital, Inc. | 0.00% | No change | 4 | $204 |
"% 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.