iShares Floating Rate Bond EFLOTETF
13F holders, Q3 2025 (September 30)649holders −28
47new positions
70sold out
1famous investor
$50.95avg. 13F price*
At the end of Q3 2025, 649 institutions reported holding iShares Floating Rate Bond E (FLOT) in their 13F filings, down 28 from Q2 2025. 47 opened new positions and 70 sold out. The largest holders were Bank of America Corp. ($452.1M), Morgan Stanley ($309.8M) and Northern Trust Corp. ($256.5M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $76.0M |
| Exits | 70 | $103.5M |
All 13F filers, Q2 2025 → Q3 2025: 10,047,246 shares bought and 8,336,040 shares sold, net +1,711,206 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 649 holders
| Bank of America Corp. | 0.03% | Add +0.6% | 8,849,172 | $452.1M |
| Morgan Stanley | 0.02% | Add +6.7% | 6,065,125 | $309.8M |
| Northern Trust Corp. | 0.03% | Add +8.9% | 5,021,597 | $256.5M |
| LPL Financial LLC | 0.07% | Reduce -0.7% | 4,573,821 | $233.7M |
| Wells Fargo & Company | 0.03% | Add +4.8% | 3,222,843 | $164.6M |
| New York Life Investment Management LLC | 1.38% | Add +24.6% | 3,077,751 | $157.2M |
| Franklin Resources Inc. | 0.04% | Reduce -7.1% | 2,980,175 | $152.2M |
| BlackRock, Inc. | 0.00% | Add +6.8% | 2,928,681 | $149.6M |
| Glenview Trust Co | 2.23% | Add +3.9% | 2,757,420 | $140.9M |
| UBS Group AG | 0.02% | Reduce -5.6% | 2,367,268 | $120.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -27.4% | 1,991,221 | $101.7M |
| PNC Financial Services Group, Inc. | 0.06% | Add +4.8% | 1,983,792 | $101.3M |
| Royal Bank of Canada | 0.02% | Add +0.7% | 1,975,119 | $100.9M |
| Assetmark, Inc. | 0.20% | Add +0.7% | 1,839,990 | $94.0M |
| Flputnam Investment Management Co. | 1.23% | Add +32.9% | 1,614,802 | $82.5M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -25.0% | 1,468,904 | $75.0M |
| DAVENPORT & Co LLC | 0.38% | Add +1.8% | 1,380,504 | $70.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.0% | 1,194,638 | $61.0M |
| Raymond James Financial Inc. | 0.02% | Add +5.4% | 1,185,018 | $60.5M |
| Hartline Investment Corp./ | 6.18% | Add +36.7% | 1,159,242 | $59.2M |
| Cetera Investment Advisers | 0.07% | Reduce -7.3% | 1,132,260 | $57.8M |
| Kensington Asset Management, LLC | 3.34% | Add +271.4% | 1,089,966 | $55.7M |
| Truist Financial Corp. | 0.07% | Reduce -2.1% | 1,031,911 | $52.7M |
| Steward Partners Investment Advisory, LLC | 0.28% | Add +517.6% | 956,296 | $48.9M |
| Trustmark Bank Trust Department | 3.15% | Add +42.2% | 950,297 | $48.5M |
| Osaic Holdings, Inc. | 0.06% | Add +5.8% | 890,506 | $45.5M |
| Renaissance Technologies | 0.06% | Reduce -38.4% | 849,051 | $43.4M |
| 1832 Asset Management L.P. | 0.07% | Add +1.7% | 786,383 | $40.2M |
| Barings LLC | 0.78% | No change | 780,000 | $39.9M |
| Verdence Capital Advisors LLC | 2.25% | Reduce -8.6% | 766,815 | $39.1M |
| Demars Financial Group, LLC | 13.19% | Reduce -2.5% | 745,104 | $38.1M |
| Financial Sense Advisors, Inc. | 7.43% | Add +772.5% | 707,462 | $36.1M |
| WNY Asset Management, LLC | 3.07% | Add +23.6% | 624,333 | $31.9M |
| NorthCoast Asset Management LLC | 0.12% | Reduce -3.1% | 607,095 | $31.0M |
| Occidental Asset Management, LLC | 3.83% | Add +18.9% | 596,689 | $30.5M |
| HighTower Advisors, LLC | 0.03% | Reduce -3.6% | 561,528 | $28.7M |
| McMorgan & Co. LLC | 4.41% | Add +19.1% | 560,175 | $28.6M |
| Towercrest Capital Management | 4.57% | Add +10.5% | 557,715 | $28.5M |
| Destination Wealth Management | 0.78% | Add +7.3% | 551,683 | $28.2M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +3.5% | 541,057 | $27.6M |
| RMG Wealth Management LLC | 3.66% | Add +7.1% | 509,191 | $26.0M |
| LJI Wealth Management, LLC | 4.52% | Add +39.3% | 506,209 | $25.9M |
| Willis Johnson & Associates, Inc. | 1.56% | Add +7.3% | 494,284 | $25.3M |
| US Bancorp \de | 0.03% | Add +34.4% | 458,988 | $23.4M |
| Diversified Portfolios, Inc. | 2.07% | Reduce -8.5% | 458,406 | $23.4M |
| Walker Financial Services, Inc. | 8.73% | New | 439,420 | $22.4M |
| Cape Cod Five Cents Savings Bank | 2.02% | No change | 432,756 | $22.1M |
| MML Investors Services, LLC | 0.06% | Reduce -24.1% | 422,301 | $21.6M |
| Modera Wealth Management, LLC | 0.24% | Reduce -3.8% | 413,176 | $21.1M |
| Commonwealth Equity Services, LLC | 0.03% | Add +1.0% | 409,490 | $20.9M |
| LaFleur & Godfrey LLC | 2.39% | Add +11.3% | 386,179 | $19.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.4% | 383,835 | $19.6M |
| Ocean Park Asset Management, LLC | 0.79% | New | 374,000 | $19.1M |
| Baker Avenue Asset Management, LP | 0.46% | Reduce -4.9% | 372,700 | $19.0M |
| Comerica Bank | 0.07% | Add +0.3% | 371,276 | $19.0M |
| Cwm, LLC | 0.05% | Reduce -1.6% | 337,512 | $17.2M |
| Florida Trust Wealth Management Co | 0.48% | Reduce -16.4% | 332,715 | $17.0M |
| Sigma Planning Corp | 0.47% | Reduce -7.2% | 320,042 | $16.3M |
| Royal Fund Management, LLC | 1.95% | Add +506.0% | 316,728 | $16.2M |
| Guggenheim Capital LLC | 0.12% | Reduce -0.4% | 314,543 | $16.1M |
| Captrust Financial Advisors | 0.03% | Reduce -17.5% | 311,007 | $15.9M |
| Mariner, LLC | 0.02% | Add +1.8% | 309,246 | $15.8M |
| National Bank of Canada | 0.02% | Reduce -34.6% | 305,551 | $15.6M |
| Stifel Financial Corp. | 0.01% | Reduce -20.2% | 301,231 | $15.4M |
| Colonial Trust Advisors | 1.11% | Reduce -6.3% | 282,379 | $14.4M |
| RFG Advisory, LLC | 0.29% | Reduce -0.1% | 276,921 | $14.1M |
| Alliance Wealth Management Group | 3.09% | Add +19.9% | 272,062 | $13.9M |
| Equitable Holdings, Inc. | 0.09% | Reduce -1.0% | 245,908 | $12.6M |
| Cascade Wealth Advisors, Inc | 6.19% | Add +26.3% | 246,710 | $12.6M |
| BNP Paribas Financial Markets | 0.01% | Add +234.9% | 241,439 | $12.3M |
| Avior Wealth Management, LLC | 0.40% | Reduce -1.2% | 240,024 | $12.3M |
| Financial Advisory Partners, LLC | 3.49% | Add +3.1% | 234,114 | $12.0M |
| Ifrah Financial Services, Inc. | 2.87% | Reduce -4.8% | 216,370 | $11.1M |
| Private Advisor Group, LLC | 0.05% | Add +11.7% | 209,883 | $10.7M |
| Betterment LLC | 0.02% | Reduce -9.6% | 209,620 | $10.7M |
| TriaGen Wealth Management LLC | 2.76% | Add +683.2% | 207,041 | $10.6M |
| Scotia Capital Inc. | 0.04% | Add +6.7% | 205,736 | $10.5M |
| Parsons Capital Management Inc. | 0.59% | Add +14.7% | 203,199 | $10.4M |
| Sierra Capital LLC | 1.09% | Reduce -4.8% | 194,103 | $9.9M |
| Buska Wealth Management, LLC | 2.94% | Reduce -11.4% | 191,772 | $9.8M |
| Moulton Wealth Management, Inc. | 7.08% | Reduce -1.1% | 190,557 | $9.7M |
| OneDigital Investment Advisors LLC | 0.10% | Reduce -45.3% | 189,896 | $9.7M |
| CreativeOne Wealth, LLC | 0.23% | Reduce -1.8% | 181,250 | $9.3M |
| Apollon Wealth Management, LLC | 0.16% | Add +0.9% | 180,981 | $9.2M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -4.2% | 179,736 | $9.2M |
| Cary Street Partners Financial LLC | 0.24% | Reduce -4.8% | 177,929 | $9.1M |
| Turning Point Benefit Group, Inc. | 5.48% | Add +74.9% | 178,420 | $9.1M |
| Cadence Bank | 0.55% | Add +20.5% | 177,059 | $9.0M |
| Capital Advisory Group Advisory Services, LLC | 2.80% | Add +27.3% | 176,076 | $9.0M |
| Piedmont Capital Management, LLC | 4.75% | Add +4.6% | 176,707 | $9.0M |
| Hoge Financial Services, LLC | 5.12% | Add +4.3% | 174,670 | $8.9M |
| Alpha Zero LLC | 5.13% | Add +16.8% | 173,433 | $8.9M |
| Grey Ledge Advisors, LLC | 2.00% | Add +18.7% | 172,615 | $8.8M |
| Windsor Capital Management, LLC | 2.39% | Add +1.4% | 169,523 | $8.7M |
| Orange Investment Advisors, Inc. | 0.88% | Add +8.8% | 165,725 | $8.5M |
| Prime Capital Investment Advisors, LLC | 0.11% | Add +0.5% | 164,926 | $8.4M |
| Perennial Advisors, LLC | 1.45% | Add +1.4% | 163,261 | $8.3M |
| Chesley Taft & Associates LLC | 0.35% | Reduce -0.4% | 161,635 | $8.3M |
| Single Point Partners, LLC | 1.63% | Add +6.9% | 157,214 | $8.0M |
| WESCAP Management Group, Inc. | 1.67% | Reduce -0.0% | 155,271 | $7.9M |
| Obsidian Personal Planning Solutions LLC | 2.75% | Add +3.0% | 154,849 | $7.9M |
| Proficio Capital Partners LLC | 0.54% | New | 154,362 | $7.9M |
| James Investment Research, Inc. | 0.85% | Reduce -8.7% | 153,039 | $7.8M |
| FC Advisory LLC | 2.22% | Add +2.1% | 148,423 | $7.6M |
| Castle Rock Wealth Management, LLC | 1.68% | Reduce -6.5% | 148,971 | $7.6M |
| Courier Capital LLC | 0.43% | Reduce -3.3% | 147,249 | $7.5M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.3% | 144,586 | $7.4M |
| Penobscot Investment Management Company, Inc. | 0.56% | Add +14.2% | 142,209 | $7.3M |
| J.W. Cole Advisors, Inc. | 0.14% | Add +27.5% | 141,439 | $7.2M |
| Chatham Capital Group, Inc. | 1.04% | Reduce -0.9% | 141,322 | $7.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.5% | 141,153 | $7.2M |
| Oppenheimer & Co. Inc. | 0.09% | Reduce -4.5% | 140,565 | $7.2M |
| Yeomans Consulting Group, Inc. | 2.47% | Add +2.9% | 140,385 | $7.1M |
| Paces Ferry Wealth Advisors, LLC | 2.90% | Add +0.6% | 136,620 | $7.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.82% | Add +475.4% | 136,390 | $7.0M |
| Probity Advisors, Inc. | 1.10% | Add +1.5% | 132,836 | $6.8M |
| Peapack Gladstone Financial Corp. | 0.09% | Add +0.4% | 132,409 | $6.8M |
| Kesler, Norman & Wride, LLC | 1.32% | Reduce -10.5% | 131,983 | $6.7M |
| Compound Planning, Inc. | 0.22% | Reduce -3.5% | 130,490 | $6.7M |
| Rosenblum Silverman Sutton S F Inc. | 1.52% | Reduce -2.0% | 129,866 | $6.6M |
| Haverford Trust Co | 0.06% | Reduce -85.7% | 127,480 | $6.5M |
| AE Wealth Management LLC | 0.04% | Add +4.0% | 125,732 | $6.4M |
| Hilltop Holdings Inc. | 0.34% | Reduce -10.2% | 124,221 | $6.3M |
| Colonial Trust Co / SC | 0.85% | Add +9.1% | 123,418 | $6.3M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +4.9% | 122,798 | $6.3M |
| Weaver Consulting Group | 1.59% | Reduce -5.3% | 122,724 | $6.3M |
| Natixis Advisors, LLC | 0.01% | Reduce -0.4% | 122,223 | $6.2M |
| Fca Corp. | 1.72% | Add +0.2% | 121,069 | $6.2M |
| Impact Capital Partners LLC | 1.78% | Reduce -0.1% | 115,721 | $5.9M |
| Citigroup Inc. | 0.00% | Reduce -0.1% | 114,908 | $5.9M |
| Rwa Wealth Partners, LLC | 0.07% | Add +0.3% | 113,720 | $5.8M |
| Foundations Investment Advisors, LLC | 0.08% | Add +25.9% | 112,620 | $5.8M |
| Baird Financial Group, Inc. | 0.01% | Add +253.7% | 112,557 | $5.7M |
| JT Stratford LLC | 0.77% | Reduce -13.7% | 111,833 | $5.7M |
| Beirne Wealth Consulting Services, LLC | 1.36% | Add +3.2% | 110,707 | $5.7M |
| Guidance Capital, Inc. | 1.46% | Add +12.8% | 109,627 | $5.6M |
| Advocacy Wealth Management, LLC | 0.24% | Reduce -19.7% | 109,374 | $5.6M |
| Sax Wealth Advisors, LLC | 0.30% | Reduce -11.9% | 108,855 | $5.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +58.3% | 108,247 | $5.5M |
| Merit Financial Group, LLC | 0.05% | Reduce -2.8% | 107,261 | $5.5M |
| EverSource Wealth Advisors, LLC | 0.22% | Add +1.5% | 106,893 | $5.5M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -45.3% | 106,051 | $5.4M |
| Wealthcare Advisory Partners LLC | 0.11% | Add +14.8% | 105,101 | $5.4M |
| Nilsine Partners, LLC | 0.47% | Add +97.6% | 102,568 | $5.2M |
| Virtus Family Office LLC | 4.76% | Add +51.7% | 99,650 | $5.1M |
| Sanctuary Advisors, LLC | 0.03% | Add +9.7% | 99,257 | $5.1M |
| White Pine Capital LLC | 1.40% | Add +16.1% | 95,372 | $4.9M |
| Corient Private Wealth LP | 0.01% | Reduce -11.0% | 94,765 | $4.8M |
| Monument Capital Management | 1.20% | Reduce -0.1% | 93,886 | $4.8M |
| Cibc World Market Inc. | 0.01% | Reduce -15.8% | 93,658 | $4.8M |
| Regal Investment Advisors LLC | 0.31% | Add +2.9% | 93,574 | $4.8M |
| WealthTrust Asset Management, LLC | 3.27% | Add +0.4% | 92,409 | $4.7M |
| Fairview Capital Investment Management, LLC | 0.24% | Reduce -3.1% | 91,990 | $4.7M |
| Alesco Advisors, LLC, An ESL Co | 0.12% | Add +22.3% | 88,981 | $4.5M |
| Vicus Capital | 0.33% | Add +505.1% | 84,031 | $4.3M |
| KW Wealth Management LLC | 7.31% | — | 83,959 | $4.3M |
| Advisory Services Network, LLC | 0.06% | Reduce -20.0% | 82,835 | $4.2M |
| Scarborough Advisors, LLC | 0.75% | Reduce -2.9% | 82,764 | $4.2M |
| Weitzel Financial Services, Inc. | 1.69% | Add +1.4% | 81,835 | $4.2M |
| Shira Ridge Wealth Management | 1.73% | Add +16.6% | 79,920 | $4.1M |
| Baring Financial LLC | 2.75% | Add +2.5% | 79,130 | $4.0M |
| Canal Insurance CO | 0.85% | No change | 78,000 | $4.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -3.9% | 77,855 | $4.0M |
| Darden Wealth Group Inc | 2.08% | Add +2.4% | 77,719 | $4.0M |
| Insight Wealth Strategies, LLC | 0.45% | Reduce -0.1% | 74,738 | $3.8M |
| AdvisorNet Financial, Inc | 0.21% | Reduce -4.6% | 73,550 | $3.8M |
| Insigneo Advisory Services, LLC | 0.26% | Reduce -19.2% | 72,315 | $3.7M |
| Brookstone Capital Management | 0.04% | Add +16.2% | 71,717 | $3.7M |
| Bleakley Financial Group, LLC | 0.08% | Add +6.9% | 70,914 | $3.6M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -45.5% | 70,142 | $3.6M |
| State Farm Mutual Automobile Insurance Co. | 0.00% | Add +417.5% | 69,590 | $3.6M |
| Jones Financial Companies LLLP | 0.00% | Add +20.8% | 69,436 | $3.5M |
| Wealth Management Resources, Inc. | 1.15% | Add +2.2% | 69,325 | $3.5M |
| Allworth Financial LP | 0.02% | Reduce -2.0% | 68,848 | $3.5M |
| Farther Finance Advisors, LLC | 0.05% | Add +20.8% | 67,213 | $3.4M |
| Kingsview Wealth Management, LLC | 0.05% | Add +7.9% | 66,801 | $3.4M |
| Beese Fulmer Investment Management, Inc. | 0.23% | Reduce -0.6% | 65,866 | $3.4M |
| Glass Jacobson Investment Advisors llc | 1.21% | Reduce -11.3% | 65,403 | $3.3M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +2.8% | 64,600 | $3.3M |
| D.A. Davidson & Co. | 0.02% | Reduce -9.7% | 63,557 | $3.2M |
| VestGen Advisors, LLC | 0.11% | Reduce -22.8% | 63,333 | $3.2M |
| Princeton Global Asset Management LLC | 0.53% | Add +2.4% | 63,011 | $3.2M |
| Private Advisory Group LLC | 0.28% | Add +13.9% | 62,321 | $3.2M |
| Strive Asset Management, LLC | 1.72% | New | 62,063 | $3.2M |
| Hudson Portfolio Management LLC | 2.78% | Reduce -5.1% | 61,497 | $3.1M |
| Creative Planning | 0.00% | Reduce -6.7% | 60,384 | $3.1M |
| Elmwood Wealth Management, Inc. | 1.08% | Add +49.1% | 59,913 | $3.1M |
| Transamerica Financial Advisors, LLC | 0.25% | Add +11.6% | 59,767 | $3.1M |
| Independent Solutions Wealth Management, LLC | 0.54% | Add +11.9% | 59,761 | $3.1M |
| ETF Store, Inc. | 3.23% | Add +1.4% | 59,697 | $3.0M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -75.9% | 57,541 | $2.9M |
| Mgo One Seven LLC | 0.07% | Reduce -8.9% | 56,573 | $2.9M |
| Wrapmanager Inc. | 0.88% | Reduce -12.7% | 56,160 | $2.9M |
| Seed Wealth Management, Inc. | 1.97% | Reduce -3.6% | 55,892 | $2.9M |
| Beacon Financial Group | 0.27% | Reduce -5.3% | 54,580 | $2.8M |
| Waverly Advisors, LLC | 0.03% | Reduce -1.5% | 53,883 | $2.8M |
| Guardian Wealth Advisors, LLC / NC | 0.18% | Add +7.7% | 53,620 | $2.7M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.77% | Add +32.9% | 53,600 | $2.7M |
| Blue Capital, Inc. | 2.02% | Add +0.9% | 53,323 | $2.7M |
| NorthRock Partners, LLC | 0.05% | New | 53,264 | $2.7M |
| PFG Advisors | 0.11% | Reduce -10.4% | 53,221 | $2.7M |
| Arkadios Wealth Advisors | 0.07% | Add +12.9% | 53,068 | $2.7M |
| Legacy Capital Wealth Partners, LLC | 0.59% | Reduce -1.5% | 52,889 | $2.7M |
| Capital Asset Advisory Services LLC | 0.12% | Reduce -3.5% | 52,692 | $2.7M |
| Axxcess Wealth Management, LLC | 0.06% | Reduce -3.5% | 52,692 | $2.7M |
| Destiny Wealth Partners, LLC | 0.33% | Reduce -0.3% | 52,262 | $2.7M |
| Bulwark Capital Corp | 2.03% | Reduce -24.1% | 51,151 | $2.6M |
| Wealthspire Retirement, LLC | 0.16% | Add +52.9% | 50,340 | $2.6M |
| CacheTech Inc. | 0.51% | Reduce -25.6% | 49,866 | $2.5M |
| Alpha Cubed Investments, LLC | 0.08% | Add +0.1% | 47,592 | $2.4M |
| Toews Corp. | 0.34% | Reduce -5.5% | 46,528 | $2.4M |
| Independent Wealth Network Inc. | 0.77% | Add +23.0% | 46,515 | $2.4M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -0.1% | 45,659 | $2.3M |
| Forefront Wealth Partners, LLC | 0.58% | New | 45,126 | $2.3M |
| Edgestream Partners, L.P. | 0.07% | No change | 45,100 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +77.0% | 44,230 | $2.3M |
| Atria Investments, Inc | 0.03% | Add +26.9% | 43,885 | $2.2M |
| Belpointe Asset Management LLC | 0.09% | Reduce -16.9% | 43,590 | $2.2M |
| LYNX Capital Group Ltd. | 1.03% | New | 43,314 | $2.2M |
| Cunning Capital Partners, LP | 1.02% | No change | 43,000 | $2.2M |
| CoreCap Advisors, LLC | 0.08% | Add +5.2% | 42,580 | $2.2M |
| Ascentis Independent Advisors | 0.36% | Reduce -6.0% | 42,104 | $2.2M |
| Leavell Investment Management, Inc. | 0.09% | Reduce -0.7% | 41,824 | $2.1M |
| Park Avenue Securities LLC | 0.02% | Reduce -20.2% | 41,185 | $2.1M |
| Bonfire Financial | 1.61% | Reduce -4.8% | 41,152 | $2.1M |
| Principal Financial Group Inc. | 0.00% | Add +80.6% | 40,433 | $2.1M |
| Nutshell Asset Management Ltd | 0.98% | Add +73.8% | 40,026 | $2.0M |
| Prelude Capital Management, LLC | 0.16% | Add +23.2% | 40,026 | $2.0M |
| Adams Wealth Management | 0.44% | Reduce -33.7% | 39,834 | $2.0M |
| Cascade Financial Partners, LLC | 0.23% | Reduce -4.8% | 39,219 | $2.0M |
| First American Trust, FSB | 0.14% | Add +2.0% | 39,070 | $2.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.07% | Reduce -35.9% | 38,802 | $2.0M |
| Advyzon Investment Management, LLC | 0.34% | Add +44.4% | 38,761 | $2.0M |
| Bigelow Investment Advisors, LLC | 0.80% | Reduce -3.4% | 38,707 | $2.0M |
| Global Retirement Partners, LLC | 0.04% | Reduce -6.7% | 38,690 | $2.0M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +0.3% | 38,672 | $2.0M |
| Independent Advisor Alliance | 0.05% | Add +3.4% | 38,663 | $2.0M |
| Callahan Advisors, LLC | 0.17% | Add +15.8% | 38,620 | $2.0M |
| Beaird Harris Wealth Management, LLC | 0.14% | Add +1.2% | 38,254 | $2.0M |
| Buck Wealth Strategies, LLC | 0.27% | Add +0.0% | 38,144 | $1.9M |
| Eagle Global Advisors LLC | 0.07% | Reduce -10.6% | 37,353 | $1.9M |
| Sowell Financial Services LLC | 0.07% | Reduce -46.6% | 37,027 | $1.9M |
| Crestwood Advisors Group, LLC | 0.03% | New | 37,010 | $1.9M |
| Waller Financial Planning Group, Inc. | 0.43% | Reduce -2.7% | 36,916 | $1.9M |
| TRUE Private Wealth Advisors | 0.19% | Reduce -36.2% | 36,143 | $1.8M |
| Outlook Wealth Advisors, LLC | 0.45% | Reduce -1.8% | 35,712 | $1.8M |
| Webster Bank, N. A. | 0.17% | Add +2.5% | 34,966 | $1.8M |
| Crews Bank & Trust | 0.26% | Add +1.0% | 34,627 | $1.8M |
| Oxinas Partners, LLC | 0.93% | Reduce -1.7% | 34,139 | $1.7M |
| Creative Financial Designs Inc. | 0.12% | Add +56.8% | 34,115 | $1.7M |
| Meitav Investment House Ltd. | 0.02% | Add +12.7% | 33,966 | $1.7M |
| Mutual Advisors, LLC | 0.04% | Reduce -87.1% | 33,816 | $1.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -23.9% | 33,758 | $1.7M |
| Donaldson Capital Management, LLC | 0.05% | No change | 33,375 | $1.7M |
| Powers Advisory Group, LLC | 0.68% | Add +29.0% | 33,375 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -20.0% | 33,363 | $1.7M |
| Harbour Investments, Inc. | 0.04% | Add +16.8% | 32,891 | $1.7M |
| New England Private Wealth Advisors LLC | 0.22% | New | 32,772 | $1.7M |
| NTV Asset Management LLC | 0.18% | Add +44.6% | 32,621 | $1.7M |
| Blue Fin Capital, Inc. | 0.26% | Add +7.4% | 32,565 | $1.7M |
| Ausdal Financial Partners, Inc. | 0.08% | Add +45.1% | 32,363 | $1.7M |
| Loudon Investment Management, LLC | 0.86% | Add +14.5% | 32,322 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.4% | 31,766 | $1.6M |
| Brookwood Investment Group LLC | 0.20% | Add +10.4% | 30,890 | $1.6M |
| RiverTree Advisors, LLC | 1.01% | Reduce -9.3% | 30,761 | $1.6M |
| Arvest Investments, Inc. | 0.22% | Add +9.4% | 30,563 | $1.6M |
| Prevail Innovative Wealth Advisors, LLC | 0.30% | New | 30,539 | $1.6M |
| Fiduciary Trust Co | 0.02% | No change | 30,537 | $1.6M |
| Roundview Capital LLC | 0.10% | No change | 30,437 | $1.6M |
| Sovran Advisors, LLC | 0.14% | Reduce -22.7% | 30,204 | $1.5M |
| Bryn Mawr Trust Advisors, LLC | 0.08% | Reduce -4.8% | 30,124 | $1.5M |
| SageView Advisory Group, LLC | 0.05% | Add +16.4% | 29,896 | $1.5M |
| Jaffetilchin Investment Partners, LLC | 0.09% | Add +0.3% | 29,346 | $1.5M |
| SlateStone Wealth, LLC | 0.13% | Add +1.7% | 29,210 | $1.5M |
| Gries Financial LLC | 0.24% | Add +223.6% | 29,170 | $1.5M |
| Blair William & Co. | 0.00% | Add +1.4% | 28,740 | $1.5M |
| Old National Bancorp | 0.03% | Reduce -0.3% | 28,656 | $1.5M |
| Nalls Sherbakoff Group, LLC | 0.99% | Add +5.3% | 28,624 | $1.5M |
| Bright Futures Wealth Management, LLC. | 1.14% | — | 28,409 | $1.5M |
| Octavia Wealth Advisors, LLC | 0.14% | Add +6.1% | 28,331 | $1.4M |
| Lanark Financial, Inc. | 0.11% | Add +299.8% | 28,199 | $1.4M |
| Impact Partnership Wealth, LLC | 0.21% | Add +119.6% | 27,665 | $1.4M |
| Allstate Corp. | 0.03% | Reduce -49.8% | 26,913 | $1.4M |
| StoneX Group Inc. | 0.06% | Add +25.0% | 26,910 | $1.4M |
| IFP Advisors, Inc | 0.04% | Add +16.8% | 26,501 | $1.4M |
| Valmark Advisers, Inc. | 0.02% | Reduce -10.0% | 26,497 | $1.4M |
| Kanawha Capital Management LLC | 0.09% | Add +7.0% | 26,319 | $1.3M |
| Calton & Associates, Inc. | 0.20% | New | 26,315 | $1.3M |
| WBH Advisory Inc. | 0.10% | Add +11.2% | 26,246 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +54.9% | 26,190 | $1.3M |
| Csenge Advisory Group | 0.06% | Reduce -16.3% | 26,055 | $1.3M |
| Centaurus Financial, Inc. | 0.06% | Reduce -0.0% | 25,858 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -0.5% | 25,857 | $1.3M |
| 1 North Wealth Services LLC | 0.54% | Reduce -1.1% | 25,693 | $1.3M |
| ORG Partners LLC | 0.24% | Reduce -45.1% | 25,615 | $1.3M |
| Brand Asset Management Group, Inc. | 0.37% | New | 25,492 | $1.3M |
| Independent Financial Group, LLC | 0.03% | Reduce -17.0% | 25,474 | $1.3M |
| Greenup Street Wealth Management LLC | 0.20% | Add +26.3% | 24,839 | $1.3M |
| Integrated Advisors Network LLC | 0.05% | Reduce -64.9% | 24,773 | $1.3M |
| AlphaStar Capital Management, LLC | 0.11% | Reduce -9.1% | 24,744 | $1.3M |
| Cascades Capital Asset Management, LLC | 0.56% | Add +30.9% | 24,586 | $1.3M |
| PFG Investments, LLC | 0.06% | Reduce -9.9% | 24,081 | $1.2M |
| Harbor Asset Planning, Inc. | 1.08% | Add +2.5% | 23,621 | $1.2M |
| Klaas Financial Asset Advisors, LLC | 0.18% | Reduce -9.2% | 23,420 | $1.2M |
| First United Bank & Trust | 0.39% | Reduce -16.9% | 23,370 | $1.2M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -12.2% | 23,250 | $1.2M |
| ARK & TLK Investments, LLC | 0.38% | Reduce -3.7% | 23,183 | $1.2M |
| O'ROURKE & COMPANY, Inc | 0.49% | Add +65.8% | 23,110 | $1.2M |
| Joseph P. Lucia & Associates, LLC | 0.44% | Reduce -0.3% | 22,809 | $1.2M |
| Flagstar Securities, Inc. | 0.36% | Reduce -3.5% | 22,779 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -23.1% | 22,680 | $1.2M |
| Frisch Financial Group, Inc. | 0.27% | Add +1.2% | 22,368 | $1.1M |
| Flagship Harbor Advisors, LLC | 0.05% | Reduce -0.9% | 21,515 | $1.1M |
| International Assets Investment Management, LLC | 0.09% | No change | 21,585 | $1.1M |
| Midwest Financial Network, LLC | 0.88% | Add +2.2% | 21,301 | $1.1M |
| DMC Group, LLC | 0.75% | Reduce -2.3% | 21,223 | $1.1M |
| Invenio Wealth Partners LLC | 0.39% | No change | 21,000 | $1.1M |
| MGB Wealth Management, LLC | 0.30% | Reduce -2.3% | 20,500 | $1.0M |
| KG Capital Management | 0.28% | Add +21.0% | 19,939 | $1.0M |
| Crabel Capital Management, LLC | 0.91% | Reduce -49.6% | 19,935 | $1.0M |
| Synovus Financial Corp. | 0.01% | Reduce -1.0% | 19,845 | $1.0M |
| TCP Asset Management, LLC | 0.18% | Reduce -2.8% | 19,634 | $1.0M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -32.4% | 19,434 | $993K |
| OneAscent Financial Services LLC | 0.07% | Reduce -11.8% | 19,379 | $990K |
| Strategic Blueprint, LLC | 0.04% | Add +10.4% | 19,306 | $986K |
| OneAscent Wealth Management LLC | 0.33% | Reduce -8.5% | 19,104 | $976K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -88.0% | 18,998 | $971K |
| Allianz SE | 0.02% | No change | 18,938 | $967K |
| Arete Wealth Advisors, LLC | 0.06% | Reduce -74.5% | 18,115 | $925K |
| JFS Wealth Advisors, LLC | 0.05% | No change | 17,866 | $913K |
| Capital Investment Services of America, Inc. | 0.08% | No change | 17,842 | $911K |
| Western Wealth Management, LLC | 0.05% | Reduce -5.7% | 17,840 | $911K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -4.0% | 17,752 | $907K |
| Stephens Group Asset Management, LLC | 0.06% | Reduce -0.6% | 17,535 | $896K |
| Fiduciary Alliance LLC | 0.06% | Reduce -13.9% | 17,176 | $877K |
| New Wave Wealth Advisors LLC | 0.34% | Reduce -31.4% | 16,829 | $860K |
| Two Sigma Securities, LLC | 0.13% | Add +104.1% | 16,807 | $859K |
| Milestone Asset Management, LLC | 0.16% | Reduce -14.4% | 16,531 | $845K |
| Private Trust Co. NA | 0.07% | Add +3.5% | 16,492 | $843K |
| Garde Capital, Inc. | 0.04% | Add +4.3% | 16,474 | $842K |
| Stelac Advisory Services LLC | 0.29% | Add +82.5% | 16,423 | $839K |
| Pension & Wealth Management Advisors, Inc. | 0.26% | Reduce -55.2% | 16,276 | $831K |
| Pinnacle Financial Partners Inc | 0.02% | Reduce -4.2% | 16,159 | $825K |
| Guidance Point Advisors, LLC | 0.20% | Add +2.4% | 16,001 | $818K |
| L.K. Benson & Company, P.C. | 0.44% | Add +1.2% | 15,981 | $816K |
| Financial Partners Group, Inc | 0.10% | Reduce -43.6% | 15,755 | $805K |
| Holos Integrated Wealth LLC | 0.47% | No change | 15,670 | $797K |
| Traub Capital Management LLC | 0.79% | No change | 15,570 | $795K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.0% | 15,216 | $777K |
| Bellwether Advisors, LLC | 0.13% | Add +2.9% | 15,019 | $767K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +0.3% | 14,967 | $765K |
| Mowery & Schoenfeld Wealth Management, LLC | 1.30% | No change | 14,767 | $754K |
| SteelPeak Wealth, LLC | 0.02% | Add +90.8% | 14,419 | $737K |
| Trek Financial, LLC | 0.04% | Reduce -57.5% | 14,388 | $735K |
| Perigon Wealth Management, LLC | 0.01% | Add +8.9% | 14,380 | $735K |
| Waterloo Capital, L.P. | 0.05% | Reduce -87.9% | 14,355 | $733K |
| Westbourne Investments, Inc. | 0.35% | Reduce -6.2% | 14,305 | $731K |
| Capital Investment Advisory Services, LLC | 0.06% | Reduce -7.3% | 14,230 | $727K |
| Focus Financial Network, Inc. | 0.03% | Add +19.9% | 14,193 | $725K |
| Donor Advised Charitable Giving, Inc. | 0.01% | Add +1.2% | 14,162 | $723K |
| Keybank National Association | 0.00% | Add +6.5% | 14,115 | $721K |
| CENTRAL TRUST Co | 0.01% | Reduce -10.5% | 14,028 | $717K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -4.1% | 13,957 | $713K |
| Regions Financial Corp. | 0.00% | Reduce -14.6% | 13,753 | $703K |
| KFA Private Wealth Group, LLC | 0.20% | No change | 13,744 | $702K |
| NorthCrest Asset Manangement, LLC | 0.02% | Reduce -1.4% | 13,784 | $702K |
| New Insight Wealth Advisors | 0.26% | Add +7.3% | 13,670 | $698K |
| Register Financial Advisors LLC | 0.27% | Add +8.9% | 13,663 | $698K |
| Dakota Wealth Management | 0.01% | No change | 13,645 | $697K |
| Western Financial Corp | 0.30% | Reduce -1.0% | 13,635 | $697K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -12.9% | 13,301 | $680K |
| Summit Financial, LLC | 0.01% | Reduce -6.7% | 13,295 | $679K |
| Tableaux LLC | 0.27% | Add +41.9% | 12,988 | $663K |
| Portland Financial Advisors Inc | 1.41% | Add +0.8% | 12,971 | $663K |
| Schmidt P J Investment Management Inc. | 0.11% | Reduce -8.5% | 12,965 | $662K |
| Stephens Inc. | 0.01% | Reduce -13.0% | 12,960 | $662K |
| Freestone Capital Holdings, LLC | 0.02% | New | 12,920 | $660K |
| Salem Investment Counselors Inc. | 0.02% | Add +3.0% | 12,833 | $656K |
| HRT Financial LP | 0.00% | New | 12,840 | $655K |
| Bank of Montreal | 0.00% | Reduce -26.9% | 12,820 | $655K |
| Cardiff Park Advisors, LLC | 0.05% | Reduce -2.6% | 12,815 | $655K |
| WorthPointe, LLC | 0.24% | New | 12,777 | $653K |
| Two West Capital Advisors LLC | 0.39% | Add +0.8% | 12,700 | $648K |
| Well Done, LLC | 0.11% | Add +9.2% | 12,650 | $646K |
| Chicago Partners Investment Group LLC | 0.02% | Add +1.3% | 12,423 | $634K |
| Reyes Financial Architecture, Inc. | 0.43% | No change | 12,277 | $627K |
| WCG Wealth Advisors LLC | 0.04% | Reduce -3.9% | 12,231 | $625K |
| Ameliora Wealth Management Ltd. | 0.21% | Add +5.1% | 12,210 | $624K |
| Mosaic Financial Group, LLC | 0.44% | Reduce -22.6% | 12,155 | $621K |
| Kane Investment Management, Inc. | 0.30% | Reduce -50.3% | 12,065 | $616K |
| Rise Advisors, LLC | 0.22% | Add +1.1% | 11,943 | $610K |
| Shufro Rose & Co. LLC | 0.05% | No change | 11,900 | $607K |
| Leo Wealth, LLC | 0.08% | New | 11,876 | $607K |
| Smartleaf Asset Management LLC | 0.04% | New | 11,846 | $605K |
| Diversify Wealth Management, LLC | 0.03% | Add +0.1% | 11,900 | $605K |
| Professional Financial Advisors, LLC | 0.13% | Reduce -6.8% | 11,811 | $603K |
| Argus Investors' Counsel, Inc. | 0.47% | Add +5.6% | 11,535 | $589K |
| American Wealth Advisors, LLC | 0.58% | — | 11,432 | $584K |
| Novem Group | 0.07% | Add +6.4% | 11,202 | $572K |
| Focus Partners Wealth | 0.00% | Reduce -4.5% | 11,099 | $567K |
| Connecticut Wealth Management, LLC | 0.03% | Reduce -26.1% | 11,082 | $566K |
| BridgePort Financial Solutions, LLC | 0.15% | No change | 10,998 | $562K |
| RDA Financial Network | 0.14% | Reduce -19.8% | 10,944 | $559K |
| Private Client Services, LLC | 0.19% | Add +17.2% | 10,896 | $557K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -70.1% | 10,770 | $550K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +8.3% | 10,614 | $542K |
| Watts Gwilliam & Co., LLC | 0.09% | No change | 10,558 | $539K |
| Pettyjohn, Wood & White, Inc. | 0.09% | Reduce -5.4% | 10,541 | $538K |
| Ceeto Capital Group, LLC | 0.16% | No change | 10,500 | $536K |
| Luminist Capital LLC | 0.46% | New | 10,224 | $522K |
| AlphaCore Capital LLC | 0.02% | No change | 10,200 | $521K |
| Alpha Financial Partners LLC | 0.34% | Add +34.5% | 10,195 | $521K |
| &partners | 0.00% | Reduce -28.3% | 10,066 | $514K |
| Wealth Advisory Solutions, LLC | 0.12% | Reduce -1.8% | 9,948 | $508K |
| Nwam LLC | 0.03% | Reduce -4.4% | 9,829 | $501K |
| Diversify Advisory Services, LLC | 0.02% | Add +4.3% | 9,651 | $491K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -12.4% | 9,556 | $488K |
| MMBG Investment Advisors Co. | 0.04% | No change | 9,535 | $487K |
| Independent Family Office, LLC | 0.20% | No change | 9,420 | $481K |
| Hohimer Wealth Management, LLC | 0.07% | Reduce -1.5% | 9,347 | $478K |
| GWN Securities Inc. | 0.11% | Reduce -9.0% | 9,255 | $473K |
| Main Street Financial Solutions, LLC | 0.03% | Add +0.5% | 9,253 | $473K |
| World Investment Advisors | 0.01% | Add +5.8% | 9,220 | $471K |
| Mustico Financial Group, Inc. | 0.47% | Reduce -16.9% | 10,798 | $464K |
| Hutchinson Capital Management | 0.08% | Reduce -1.7% | 9,068 | $463K |
| Bluesphere Advisors LLC | 0.21% | Reduce -20.8% | 9,053 | $462K |
| Balboa Wealth Partners | 0.08% | Reduce -3.3% | 9,046 | $462K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -10.0% | 9,020 | $461K |
| Balefire, LLC | 0.09% | Add +9.0% | 8,975 | $458K |
| Disciplined Investments, LLC | 0.18% | Reduce -8.0% | 8,956 | $458K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 8,870 | $453K |
| Palisades Hudson Asset Management, L.P. | 0.16% | Add +0.9% | 8,645 | $442K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -8.7% | 8,514 | $435K |
| Wesbanco Bank Inc. | 0.01% | Reduce -14.5% | 8,485 | $433K |
| Unified Investment Management | 0.43% | New | 8,375 | $428K |
| Cerity Partners LLC | 0.00% | Reduce -5.1% | 8,343 | $426K |
| Rik Saylor Financial, Inc. | 0.31% | Reduce -1.3% | 8,287 | $423K |
| Garner Asset Management Corp | 0.17% | Add +63.2% | 8,262 | $422K |
| Thompson Davis & Co., Inc. | 0.26% | Reduce -4.6% | 8,253 | $422K |
| NFSG Corp | 0.06% | Add +107.1% | 8,093 | $413K |
| Certified Advisory Corp | 0.04% | Reduce -14.3% | 8,060 | $412K |
| Savant Capital, LLC | 0.00% | Reduce -6.9% | 7,995 | $408K |
| Choreo, LLC | 0.01% | No change | 7,926 | $405K |
| GreatBanc Trust CO | 0.28% | — | 7,885 | $403K |
| Northwest Bancshares, Inc. | 0.07% | Reduce -0.6% | 7,760 | $396K |
| Continental Investors Services, Inc. | 0.58% | Add +0.3% | 7,736 | $394K |
| Welch & Forbes LLC | 0.00% | Reduce -26.4% | 7,650 | $391K |
| Opinicus Capital, Inc. | 0.27% | Reduce -10.7% | 7,633 | $390K |
| Global Trust Asset Management, LLC | 0.18% | Reduce -3.8% | 7,610 | $389K |
| Bison Wealth, LLC | 0.04% | Add +8.8% | 7,559 | $384K |
| Fortune Financial Advisors, LLC | 0.29% | No change | 7,443 | $380K |
| Meridian Management Co. | 0.10% | No change | 7,430 | $380K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.03% | Reduce -0.3% | 7,415 | $379K |
| Liberty Wealth Management LLC | 0.05% | Add +1.9% | 7,409 | $379K |
| Ethos Financial Group, LLC | 0.03% | Reduce -21.5% | 7,406 | $378K |
| Mascagni Wealth Management, Inc. | 0.29% | No change | 7,255 | $371K |
| First National Corp. /Ma/ | 0.07% | Reduce -6.9% | 7,216 | $367K |
| Liberty Square Wealth Partners LLC | 0.11% | No change | 7,141 | $365K |
| Hobbs Group Advisors, LLC | 0.11% | Reduce -4.9% | 7,138 | $365K |
| RPS Advisory Solutions LLC | 0.18% | Add +73.8% | 7,071 | $361K |
| Sherman Asset Management, Inc. | 0.31% | Reduce -0.9% | 7,019 | $359K |
| Alpha Omega Wealth Management LLC | 0.06% | No change | 6,990 | $357K |
| Smith Thornton Advisors LLC | 0.19% | Reduce -0.6% | 6,980 | $357K |
| Atlas Private Wealth Advisors | 0.08% | Reduce -51.2% | 6,770 | $346K |
| Bard Associates Inc. | 0.09% | Reduce -39.8% | 6,679 | $341K |
| Keystone Wealth Services, LLC | 0.07% | Reduce -5.6% | 6,567 | $335K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 6,486 | $331K |
| LCNB Corp. | 0.12% | New | 6,454 | $330K |
| Rede Wealth, LLC | 0.26% | New | 6,446 | $329K |
| Eagle Bay Advisors LLC | 0.26% | Add +13.6% | 6,446 | $329K |
| Patten Group, Inc. | 0.06% | Reduce -7.8% | 6,395 | $327K |
| M&T Bank Corp | 0.00% | No change | 6,380 | $326K |
| Integrated Capital Management, LLC | 0.14% | Reduce -1.8% | 6,301 | $322K |
| Summit Asset Management, LLC | 0.05% | Reduce -6.6% | 6,275 | $321K |
| Principal Securities, Inc. | 0.01% | Add +87.0% | 6,172 | $315K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +1.0% | 6,153 | $314K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | No change | 6,100 | $312K |
| Cove Street Capital, LLC | 0.41% | Add +56.3% | 6,099 | $312K |
| Susquehanna International Group, LLP | 0.00% | Reduce -88.1% | 6,073 | $310K |
| Charter Oak Capital Management, LLC | 0.02% | Reduce -8.4% | 6,057 | $309K |
| Boston Family Office LLC | 0.02% | No change | 6,038 | $308K |
| Viewpoint Investment Partners Corp. | 0.17% | New | 6,015 | $307K |
| Fortitude Advisory Group L.L.C. | 0.16% | Add +0.9% | 5,977 | $305K |
| Waldron Private Wealth LLC | 0.01% | No change | 5,962 | $305K |
| Evanson Asset Management, LLC | 0.02% | Add +1.3% | 5,935 | $303K |
| Fourth Dimension Wealth, LLC | 0.12% | Add +22.1% | 5,932 | $303K |
| Heck Capital Advisors, LLC | 0.02% | Add +0.3% | 5,909 | $302K |
| Tidemark, LLC | 0.09% | No change | 5,848 | $299K |
| Plotkin Financial Advisors, LLC | 0.15% | New | 5,800 | $296K |
| United Asset Strategies, Inc. | 0.02% | Add +0.6% | 5,746 | $294K |
| Naples Global Advisors, LLC | 0.02% | Add +0.9% | 5,655 | $289K |
| Keebeck Wealth Management | 0.03% | New | 5,620 | $287K |
| Chilton Capital Management LLC | 0.01% | No change | 5,564 | $284K |
| Anchor Capital Advisors LLC | 0.01% | Reduce -65.8% | 5,550 | $284K |
| Ancora Advisors LLC | 0.01% | Add +18.5% | 5,540 | $283K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 5,528 | $282K |
| Cresset Asset Management, LLC | 0.00% | No change | 5,500 | $281K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -51.0% | 5,496 | $281K |
| Meridian Wealth Management, LLC | 0.01% | New | 5,490 | $280K |
| Essex Bank | 0.06% | New | 5,410 | $276K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -22.8% | 5,393 | $276K |
| Ascent Group, LLC | 0.01% | Add +11.1% | 5,388 | $275K |
| Mezzasalma Advisors, LLC | 0.07% | Reduce -2.9% | 5,320 | $272K |
| Y.D. More Investments Ltd | 0.02% | Reduce -2.1% | 23,260 | $269K |
| Prepared Retirement Institute LLC | 0.14% | Reduce -27.8% | 5,235 | $267K |
| Fullcircle Wealth LLC | 0.09% | Reduce -1.9% | 5,259 | $267K |
| Beta Wealth Group, Inc. | 0.11% | New | 5,215 | $266K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 5,156 | $263K |
| Addison Capital Co | 0.08% | No change | 5,109 | $261K |
| Mandatum Life Insurance Co Ltd | 0.06% | No change | 5,060 | $258K |
| Coppell Advisory Solutions LLC | 0.03% | No change | 5,000 | $255K |
| Sharper & Granite LLC | 0.09% | Add +1.7% | 4,982 | $255K |
| Money Concepts Capital Corp. | 0.02% | Reduce -14.3% | 4,957 | $253K |
| D L Carlson Investment Group Inc. | 0.04% | No change | 4,956 | $253K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 4,950 | $252K |
| OMNI 360 Wealth, Inc. | 0.14% | Reduce -3.0% | 4,920 | $251K |
| May Hill Capital, LLC | 0.07% | Reduce -47.0% | 4,916 | $251K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Add +12.8% | 4,883 | $249K |
| CFM Wealth Partners LLC | 0.04% | No change | 4,850 | $248K |
| Breakwater Capital Group | 0.04% | Reduce -17.7% | 4,817 | $246K |
| Lifeworks Advisors, LLC | 0.03% | Reduce -10.1% | 4,795 | $245K |
| Rockingstone Advisors LLC | 0.12% | No change | 4,680 | $239K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 4,676 | $239K |
| Lee Danner & Bass Inc. | 0.02% | Reduce -51.9% | 4,642 | $237K |
| Evolution Wealth Advisors, LLC | 0.03% | No change | 4,580 | $234K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -4.6% | 4,543 | $232K |
| Continuum Advisory, LLC | 0.02% | Add +14.4% | 4,505 | $230K |
| Patton Albertson Miller Group, LLC | 0.03% | New | 4,500 | $230K |
| Investment Advisory Group, LLC | 0.06% | No change | 4,398 | $225K |
| Fiduciary Financial Group, LLC | 0.04% | Reduce -14.8% | 4,354 | $222K |
| Advisors Capital Management, LLC | 0.00% | New | 4,353 | $222K |
| Krilogy Financial LLC | 0.01% | New | 4,358 | $222K |
| Optivise Advisory Services LLC | 0.13% | Reduce -11.3% | 4,338 | $222K |
| Thrive Capital Management, LLC | 0.06% | Reduce -5.2% | 4,338 | $222K |
| Powell Investment Advisors, LLC | 0.08% | No change | 4,337 | $222K |
| Spinnaker Investment Group, LLC | 0.04% | No change | 4,307 | $220K |
| Peddock Capital Advisors, LLC | 0.05% | No change | 4,302 | $220K |
| Narus Financial Partners, LLC | 0.06% | Add +5.1% | 4,273 | $218K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 4,252 | $217K |
| Founders Financial Securities LLC | 0.01% | Reduce -68.2% | 4,206 | $215K |
| XTX Topco Ltd | 0.01% | Reduce -58.3% | 4,154 | $212K |
| Carmel Capital Partners, LLC | 0.09% | Reduce -96.0% | 4,128 | $211K |
| Exchange Bank | 0.14% | No change | 4,080 | $208K |
| Rogco, LP | 0.07% | Reduce -6.6% | 4,055 | $207K |
| Summit Wealth Partners, LLC | 0.04% | No change | 4,007 | $205K |
| Northcape Wealth Management, LLC | 0.06% | New | 4,000 | $204K |
| HB Wealth Management, LLC | 0.00% | New | 3,995 | $204K |
| Capital Advisors, Ltd. LLC | 0.02% | Add +1.5% | 3,966 | $203K |
| Kovack Advisors, Inc. | 0.02% | No change | 3,947 | $202K |
| Whittier Trust Co. | 0.00% | No change | 3,865 | $197K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -12.9% | 3,848 | $197K |
| Cherry Tree Wealth Management, LLC | 0.04% | Reduce -24.4% | 3,809 | $195K |
| Brown Brothers Harriman & Co. | 0.00% | New | 3,700 | $189K |
| Horizon Investments, LLC | 0.00% | Reduce -46.9% | 3,678 | $186K |
| Glen Eagle Advisors, LLC | 0.03% | Add +0.5% | 3,615 | $185K |
| Coastline Trust Co | 0.02% | Add +3.6% | 3,587 | $183K |
| GeoWealth Management, LLC | 0.01% | Reduce -29.1% | 3,448 | $176K |
| Capital Analysts, LLC | 0.01% | Reduce -6.5% | 3,451 | $176K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +594.8% | 3,224 | $165K |
| Fifth Third Bancorp | 0.00% | Add +51.1% | 3,201 | $164K |
| Sachetta, LLC | 0.06% | No change | 3,200 | $163K |
| Advisors Asset Management, Inc. | 0.00% | New | 2,958 | $151K |
| Rialto Wealth Management, LLC | 0.03% | Reduce -75.6% | 2,601 | $133K |
| Greykasell Wealth Strategies, Inc. | 0.05% | New | 2,483 | $127K |
| Medallion Wealth Advisors, LLC | 0.04% | Reduce -19.6% | 2,459 | $126K |
| MAI Capital Management | 0.00% | Reduce -4.1% | 2,380 | $122K |
| Westside Investment Management, Inc. | 0.02% | No change | 2,353 | $120K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.8% | 2,249 | $115K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 1,974 | $101K |
| Gables Capital Management Inc. | 0.04% | No change | 1,946 | $99K |
| Front Row Advisors LLC | 0.03% | No change | 1,914 | $98K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -9.2% | 1,884 | $96K |
| FMR LLC | 0.00% | Add +4.5% | 1,836 | $94K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +13.0% | 1,678 | $86K |
| Winnacle Wealth LLC | 0.06% | New | 1,457 | $76K |
| North Star Investment Management Corp. | 0.00% | No change | 1,460 | $75K |
| Archer Investment Corp | 0.02% | No change | 1,441 | $74K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 1,400 | $72K |
| LRI Investments, LLC | 0.01% | No change | 1,285 | $66K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +142.6% | 1,235 | $63K |
| Affinity Wealth LLC | 0.05% | No change | 1,225 | $63K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -5.9% | 1,195 | $61K |
| Spire Wealth Management | 0.00% | Add +1.5% | 1,173 | $60K |
| Addison Advisors LLC | 0.01% | No change | 1,115 | $57K |
| Blue Trust, Inc. | 0.00% | Add +1.3% | 1,095 | $56K |
| IFS Advisors, LLC | 0.03% | No change | 1,000 | $51K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.2% | 991 | $51K |
| Citizens National Bank Trust Department | 0.01% | No change | 948 | $48K |
| Logan Capital Management Inc. | 0.00% | Add +3.6% | 910 | $46K |
| Elevate Wealth Advisory, Inc. | 0.03% | Add +1.3% | 880 | $45K |
| Atlantic Union Bankshares Corp | 0.00% | New | 812 | $41K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 800 | $41K |
| Strategic Investment Advisors / MI | 0.00% | New | 257,741 | $40K |
| SYM FINANCIAL Corp | 0.00% | No change | 725 | $37K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 708 | $36K |
| Hollencrest Capital Management | 0.00% | No change | 687 | $35K |
| Elevation Wealth Partners, LLC | 0.01% | Add +1.3% | 645 | $33K |
| Parallel Advisors, LLC | 0.00% | Reduce -32.8% | 609 | $31K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | New | 588 | $30K |
| Elequin Capital, LP | 0.00% | No change | 541 | $28K |
| Westfuller Advisors, LLC | 0.01% | New | 541 | $28K |
| Park Place Capital Corp | 0.01% | Reduce -75.0% | 500 | $26K |
| Wealthspire Advisors, LLC | 0.00% | New | 500 | $26K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 500 | $26K |
| Financial Freedom, LLC | 0.01% | Add +1.0% | 500 | $26K |
| MRP Capital Investments, LLC | 0.02% | No change | 500 | $26K |
| Friedenthal Financial | 0.01% | Add +13.5% | 497 | $25K |
| Tompkins Financial Corp. | 0.00% | No change | 492 | $25K |
| Bogart Wealth, LLC | 0.00% | Add +68.5% | 482 | $25K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 425 | $22K |
| Delta Asset Management LLC | 0.00% | No change | 425 | $22K |
| Caldwell Trust Co | 0.00% | Reduce -67.1% | 412 | $21K |
| Financial Consulate, Inc. | 0.00% | New | 409 | $21K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 400 | $20K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 379 | $19K |
| Caitlin John, LLC | 0.01% | New | 358 | $18K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 325 | $17K |
| Abich Financial Wealth Management LLC | 0.01% | — | 286 | $15K |
| St Germain D J Co. Inc. | 0.00% | Reduce -61.2% | 282 | $14K |
| City State Bank | 0.00% | No change | 235 | $12K |
| Tsfg, LLC | 0.00% | Add +0.5% | 199 | $10K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 183 | $9K |
| Park Square Financial Group, LLC | 0.04% | Reduce -30.0% | 182 | $9K |
| Rossby Financial, LCC | 0.00% | Reduce -17.1% | 141 | $7K |
| WealthShield Partners, LLC | 0.00% | Reduce -78.1% | 140 | $7K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 120 | $6K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -20.1% | 115 | $6K |
| Rothschild Investment LLC | 0.00% | No change | 108 | $6K |
| New England Asset Management Inc. | 0.00% | No change | 100 | $5K |
| FSA Wealth Management LLC | 0.00% | Add +1.0% | 99 | $5K |
| Darwin Wealth Management, LLC | 0.00% | No change | 99 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 98 | $5K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 79 | $4K |
| Provident Wealth Management, LLC | 0.00% | No change | 63 | $3K |
| Ashton Thomas Securities, LLC | 0.00% | New | 60 | $3K |
| KERR FINANCIAL PLANNING Corp | 0.00% | — | 52 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 51 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +240.0% | 51 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 46 | $2K |
| Cornerstone Planning Group LLC | 0.00% | No change | 40 | $2K |
| LGT Financial Advisors LLC | 0.00% | Add +25.8% | 39 | $2K |
| Realta Investment Advisors | 0.00% | New | 34 | $2K |
| United Financial Planning Group LLC | 0.00% | — | 17 | $2K |
| Flagship Wealth Advisors, LLC | 0.00% | New | 15 | $766 |
| Key Financial Inc | 0.00% | Reduce -83.3% | 14 | $713 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | Reduce -90.9% | 8 | $409 |
| Richardson Financial Services Inc. | 0.00% | Reduce -60.0% | 6 | $307 |
| Bear Mountain Capital, Inc. | 0.00% | No change | 4 | $204 |
| Russell Investments Group, Ltd. | 0.00% | Reduce -99.6% | 1 | $38 |
"% 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.