iShares Floating Rate Bond EFLOTETF
13F holders, Q4 2025 (December 31)643holders −6
36new positions
64sold out
$50.85avg. 13F price*
At the end of Q4 2025, 643 institutions reported holding iShares Floating Rate Bond E (FLOT) in their 13F filings, down 6 from Q3 2025. 36 opened new positions and 64 sold out. The largest holders were Bank of America Corp. ($450.1M), Morgan Stanley ($312.1M) and Northern Trust Corp. ($277.4M).
- Company
- iShares Floating Rate Bond E
- CUSIP
- 46429B655
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $36.8M |
| Exits | 64 | $163.5M |
All 13F filers, Q3 2025 → Q4 2025: 7,409,994 shares bought and 7,880,651 shares sold, net −470,657 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 643 holders
| Bank of America Corp. | 0.03% | Add +0.0% | 8,850,221 | $450.1M |
| Morgan Stanley | 0.02% | Add +1.2% | 6,136,314 | $312.1M |
| Northern Trust Corp. | 0.04% | Add +8.6% | 5,453,861 | $277.4M |
| LPL Financial LLC | 0.06% | Reduce -8.9% | 4,166,797 | $211.9M |
| Wells Fargo & Company | 0.03% | Add +1.0% | 3,254,227 | $165.5M |
| New York Life Investment Management LLC | 1.37% | Add +1.8% | 3,133,476 | $159.4M |
| Franklin Resources Inc. | 0.04% | Add +2.2% | 3,046,357 | $154.9M |
| Glenview Trust Co | 2.29% | Add +5.7% | 2,913,609 | $148.2M |
| BlackRock, Inc. | 0.00% | Reduce -10.1% | 2,631,717 | $133.8M |
| UBS Group AG | 0.02% | Reduce -2.6% | 2,304,553 | $117.2M |
| Ameriprise Financial Inc. | 0.02% | Add +3.7% | 2,064,026 | $105.0M |
| Royal Bank of Canada | 0.02% | Add +1.8% | 2,010,861 | $102.3M |
| Assetmark, Inc. | 0.20% | Add +4.3% | 1,918,655 | $97.6M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -9.3% | 1,798,640 | $91.5M |
| Flputnam Investment Management Co. | 1.28% | Add +6.9% | 1,726,768 | $87.8M |
| DAVENPORT & Co LLC | 0.40% | Add +5.3% | 1,453,519 | $73.9M |
| Hartline Investment Corp./ | 7.80% | Add +22.3% | 1,418,087 | $72.1M |
| JPMorgan Chase & Co. | 0.00% | Add +8.1% | 1,291,789 | $65.7M |
| Raymond James Financial Inc. | 0.02% | Add +8.9% | 1,291,024 | $65.7M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -14.5% | 1,255,385 | $63.8M |
| Steward Partners Investment Advisory, LLC | 0.31% | Add +15.6% | 1,105,485 | $56.2M |
| Kensington Asset Management, LLC | 2.86% | No change | 1,089,966 | $55.4M |
| Cetera Investment Advisers | 0.06% | Reduce -5.3% | 1,072,500 | $54.5M |
| Trustmark Bank Trust Department | 3.29% | Add +7.8% | 1,023,988 | $52.1M |
| Truist Financial Corp. | 0.07% | Reduce -1.6% | 1,015,112 | $51.6M |
| 1832 Asset Management L.P. | 0.05% | Add +0.8% | 792,972 | $40.3M |
| Barings LLC | 0.76% | No change | 780,000 | $39.7M |
| Osaic Holdings, Inc. | 0.06% | Reduce -13.7% | 768,796 | $39.1M |
| Verdence Capital Advisors LLC | 2.31% | Add +0.1% | 767,944 | $39.1M |
| Demars Financial Group, LLC | 12.20% | Reduce -3.8% | 716,465 | $36.4M |
| McMorgan & Co. LLC | 5.60% | Add +18.7% | 665,056 | $33.8M |
| LJI Wealth Management, LLC | 5.09% | Add +29.5% | 655,333 | $33.3M |
| Destination Wealth Management | 0.86% | Add +17.1% | 645,857 | $32.8M |
| Financial Sense Advisors, Inc. | 6.65% | Reduce -12.7% | 617,613 | $31.4M |
| Focus Partners Wealth | 0.03% | Add +5292.9% | 598,555 | $30.4M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +5.3% | 569,589 | $29.0M |
| Towercrest Capital Management | 4.51% | Add +0.9% | 562,898 | $28.6M |
| Occidental Asset Management, LLC | 3.40% | Reduce -6.7% | 556,476 | $28.3M |
| Walker Financial Services, Inc. | 10.10% | Add +24.7% | 547,826 | $27.9M |
| TriaGen Wealth Management LLC | 6.44% | Add +136.4% | 489,463 | $24.9M |
| US Bancorp \de | 0.03% | Add +5.0% | 481,727 | $24.5M |
| HighTower Advisors, LLC | 0.03% | Reduce -16.1% | 471,163 | $24.0M |
| MML Investors Services, LLC | 0.05% | Add +3.9% | 438,885 | $22.3M |
| Cape Cod Five Cents Savings Bank | 2.02% | No change | 432,756 | $22.1M |
| Commonwealth Equity Services, LLC | 0.03% | Add +3.0% | 421,896 | $21.5M |
| United Capital Financial Advisors, LLC | 0.13% | Add +294.4% | 418,269 | $21.3M |
| LaFleur & Godfrey LLC | 2.50% | Add +5.0% | 405,647 | $20.6M |
| Diversified Portfolios, Inc. | 1.70% | Reduce -12.2% | 402,385 | $20.5M |
| Willis Johnson & Associates, Inc. | 1.25% | Reduce -19.1% | 399,829 | $20.3M |
| Modera Wealth Management, LLC | 0.23% | Reduce -5.9% | 388,938 | $19.8M |
| Milestone Asset Management, LLC | 3.52% | Add +2121.5% | 367,231 | $18.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -4.4% | 367,103 | $18.7M |
| Avior Wealth Management, LLC | 0.57% | Add +51.0% | 362,408 | $18.4M |
| Proficio Capital Partners LLC | 1.25% | Add +127.7% | 351,442 | $17.9M |
| Cwm, LLC | 0.05% | Reduce -1.8% | 331,403 | $16.9M |
| Mariner, LLC | 0.02% | Add +2.2% | 316,070 | $16.1M |
| Guggenheim Capital LLC | 0.12% | Reduce -1.8% | 308,843 | $15.7M |
| Stifel Financial Corp. | 0.01% | Add +2.5% | 308,640 | $15.7M |
| Captrust Financial Advisors | 0.03% | Reduce -2.8% | 302,244 | $15.4M |
| RFG Advisory, LLC | 0.29% | Add +8.7% | 301,123 | $15.3M |
| Sigma Planning Corp | 0.42% | Reduce -6.2% | 300,178 | $15.3M |
| Kestra Advisory Services, LLC | 0.06% | Add +55.7% | 279,928 | $14.2M |
| Alliance Wealth Management Group | 3.08% | Add +1.5% | 276,233 | $14.0M |
| Florida Trust Wealth Management Co | 0.39% | Reduce -17.2% | 275,454 | $14.0M |
| Merit Financial Group, LLC | 0.11% | Add +152.0% | 270,291 | $13.7M |
| Colonial Trust Advisors | 1.02% | Reduce -5.8% | 265,891 | $13.5M |
| Financial Advisory Partners, LLC | 3.75% | Add +11.6% | 261,316 | $13.3M |
| Cascade Wealth Advisors, Inc | 5.94% | Add +2.3% | 252,341 | $12.9M |
| Turning Point Benefit Group, Inc. | 6.62% | Add +39.7% | 249,321 | $12.7M |
| Sax Wealth Advisors, LLC | 0.59% | Add +125.0% | 244,883 | $12.5M |
| Parsons Capital Management Inc. | 0.64% | Add +12.8% | 229,117 | $11.7M |
| Ifrah Financial Services, Inc. | 2.89% | Add +2.1% | 220,906 | $11.2M |
| Equitable Holdings, Inc. | 0.08% | Reduce -11.4% | 217,781 | $11.1M |
| Rockefeller Capital Management L.P. | 0.02% | Add +47.3% | 212,915 | $10.8M |
| Scotia Capital Inc. | 0.04% | Reduce -0.2% | 205,341 | $10.4M |
| James Investment Research, Inc. | 1.11% | Add +30.5% | 199,678 | $10.2M |
| Hoge Financial Services, LLC | 5.32% | Add +11.1% | 194,069 | $9.9M |
| Apollon Wealth Management, LLC | 0.17% | Add +6.4% | 192,495 | $9.8M |
| BNP Paribas Financial Markets | 0.01% | Reduce -22.5% | 187,162 | $9.5M |
| Cadence Bank | 0.56% | Add +5.6% | 186,973 | $9.5M |
| Grey Ledge Advisors, LLC | 2.14% | Add +8.0% | 186,476 | $9.5M |
| Alpha Zero LLC | 5.16% | Add +7.0% | 185,562 | $9.4M |
| Cary Street Partners Financial LLC | 0.23% | Add +4.3% | 185,532 | $9.4M |
| OneDigital Investment Advisors LLC | 0.09% | Reduce -2.7% | 184,816 | $9.4M |
| Piedmont Capital Management, LLC | 4.74% | Add +3.3% | 182,569 | $9.3M |
| Chesley Taft & Associates LLC | 0.37% | Add +12.7% | 182,185 | $9.3M |
| CreativeOne Wealth, LLC | 0.22% | Reduce -1.2% | 179,068 | $9.1M |
| Capital Advisory Group Advisory Services, LLC | 2.65% | Add +0.8% | 177,457 | $9.0M |
| National Bank of Canada | 0.01% | Reduce -43.9% | 171,526 | $8.7M |
| Perennial Advisors, LLC | 1.46% | Add +4.9% | 171,191 | $8.7M |
| Windsor Capital Management, LLC | 2.51% | Reduce -0.5% | 168,728 | $8.6M |
| Single Point Partners, LLC | 1.69% | Add +6.8% | 167,925 | $8.5M |
| Penobscot Investment Management Company, Inc. | 0.64% | Add +17.7% | 167,369 | $8.5M |
| Prime Capital Investment Advisors, LLC | 0.10% | Add +1.1% | 166,738 | $8.5M |
| Orange Investment Advisors, Inc. | 0.92% | Reduce -1.1% | 163,882 | $8.3M |
| Baird Financial Group, Inc. | 0.01% | Add +44.8% | 162,953 | $8.3M |
| Sierra Capital LLC | 0.86% | Reduce -17.5% | 160,139 | $8.1M |
| Hohimer Wealth Management, LLC | 1.08% | Add +1580.8% | 157,107 | $8.0M |
| WESCAP Management Group, Inc. | 1.60% | Reduce -0.1% | 155,142 | $7.9M |
| FC Advisory LLC | 2.26% | Add +4.0% | 154,349 | $7.9M |
| Paces Ferry Wealth Advisors, LLC | 3.15% | Add +11.5% | 152,334 | $7.7M |
| Cibc World Market Inc. | 0.01% | Add +62.3% | 152,007 | $7.7M |
| Royal Fund Management, LLC | 0.68% | Reduce -53.7% | 146,552 | $7.5M |
| Buska Wealth Management, LLC | 2.73% | Reduce -24.4% | 145,019 | $7.4M |
| Courier Capital LLC | 0.41% | Reduce -2.6% | 143,456 | $7.3M |
| Monetary Solutions, Ltd | 7.11% | — | 141,971 | $7.2M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +15.2% | 141,418 | $7.2M |
| Oppenheimer & Co. Inc. | 0.10% | Add +0.2% | 140,862 | $7.2M |
| Forbes Financial Planning, Inc. | 4.15% | New | 139,592 | $7.1M |
| Betterment LLC | 0.01% | Reduce -33.8% | 138,822 | $7.1M |
| Compound Planning, Inc. | 0.21% | Add +6.3% | 138,733 | $7.1M |
| Shira Ridge Wealth Management | 2.83% | Add +73.6% | 138,733 | $7.1M |
| Ocean Park Asset Management, LLC | 0.33% | Reduce -63.3% | 137,400 | $7.0M |
| Gsa Capital Partners LLP | 0.60% | New | 137,329 | $7.0M |
| Probity Advisors, Inc. | 1.11% | Add +2.8% | 136,615 | $6.9M |
| Hilltop Holdings Inc. | 0.39% | Add +3.0% | 127,941 | $6.5M |
| Fca Corp. | 1.83% | Add +5.5% | 127,785 | $6.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.78% | Reduce -6.7% | 127,210 | $6.5M |
| Peapack Gladstone Financial Corp. | 0.08% | Reduce -3.9% | 127,187 | $6.5M |
| J.W. Cole Advisors, Inc. | 0.16% | Add +10.7% | 156,615 | $6.4M |
| Nilsine Partners, LLC | 0.55% | Add +22.3% | 125,445 | $6.4M |
| Kesler, Norman & Wride, LLC | 1.08% | Reduce -5.8% | 124,280 | $6.3M |
| Colonial Trust Co / SC | 0.84% | Reduce -0.1% | 123,346 | $6.3M |
| Foundations Investment Advisors, LLC | 0.08% | Add +8.8% | 122,549 | $6.2M |
| Rosenblum Silverman Sutton S F Inc. | 1.44% | Reduce -5.9% | 122,165 | $6.2M |
| Haverford Trust Co | 0.05% | Reduce -5.0% | 121,141 | $6.2M |
| Crestwood Advisors Group, LLC | 0.10% | Add +225.9% | 120,618 | $6.1M |
| Castle Rock Wealth Management, LLC | 1.31% | Reduce -20.0% | 119,178 | $6.1M |
| Wealthcare Advisory Partners LLC | 0.12% | Add +12.6% | 118,321 | $6.0M |
| Beirne Wealth Consulting Services, LLC | 1.72% | Add +5.3% | 116,523 | $5.9M |
| Callan Family Office, LLC | 0.13% | New | 115,511 | $5.9M |
| Impact Capital Partners LLC | 1.72% | Reduce -1.3% | 114,260 | $5.8M |
| JT Stratford LLC | 0.73% | Reduce -0.2% | 111,599 | $5.7M |
| EverSource Wealth Advisors, LLC | 0.21% | Add +2.6% | 109,715 | $5.6M |
| Rwa Wealth Partners, LLC | 0.06% | Reduce -6.0% | 106,901 | $5.4M |
| Chatham Capital Group, Inc. | 0.77% | Reduce -24.5% | 106,662 | $5.4M |
| State Farm Mutual Automobile Insurance Co. | 0.00% | Add +51.7% | 105,555 | $5.4M |
| Weaver Consulting Group | 1.30% | Reduce -14.9% | 104,416 | $5.3M |
| WorthPointe, LLC | 1.39% | Add +713.6% | 103,955 | $5.3M |
| Bank of Montreal | 0.00% | Add +704.9% | 103,187 | $5.2M |
| AE Wealth Management LLC | 0.03% | Reduce -18.9% | 102,031 | $5.2M |
| KW Wealth Management LLC | 7.84% | Add +20.9% | 101,545 | $5.2M |
| Advocacy Wealth Management, LLC | 0.22% | Reduce -7.5% | 101,164 | $5.1M |
| Regal Investment Advisors LLC | 0.30% | Add +4.8% | 98,057 | $5.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -11.1% | 96,270 | $4.9M |
| White Pine Capital LLC | 1.32% | Reduce -1.3% | 94,143 | $4.8M |
| Monument Capital Management | 1.18% | Reduce -0.9% | 93,040 | $4.7M |
| WealthTrust Asset Management, LLC | 3.28% | Reduce -0.0% | 92,372 | $4.7M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -7.3% | 91,971 | $4.7M |
| Corient Private Wealth LP | 0.01% | Reduce -3.2% | 91,690 | $4.7M |
| Baring Financial LLC | 2.81% | Add +14.6% | 90,700 | $4.6M |
| Virtus Family Office LLC | 3.88% | Reduce -11.1% | 88,612 | $4.5M |
| Fairview Capital Investment Management, LLC | 0.23% | Reduce -4.8% | 87,540 | $4.5M |
| Private Advisor Group, LLC | 0.02% | Reduce -58.3% | 87,486 | $4.4M |
| Vicus Capital | 0.33% | Add +3.7% | 87,119 | $4.4M |
| Alesco Advisors, LLC, An ESL Co | 0.11% | Reduce -2.8% | 86,477 | $4.4M |
| Advisory Services Network, LLC | 0.06% | Add +2.4% | 84,832 | $4.3M |
| Napier Financial, LLC | 1.07% | — | 84,164 | $4.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +7.7% | 83,864 | $4.3M |
| Jones Financial Companies LLLP | 0.00% | Add +18.7% | 82,390 | $4.2M |
| Comerica Bank | 0.02% | Reduce -77.9% | 81,974 | $4.2M |
| Weitzel Financial Services, Inc. | 1.61% | Reduce -0.1% | 81,725 | $4.2M |
| Scarborough Advisors, LLC | 0.70% | Reduce -1.6% | 81,438 | $4.1M |
| Crews Bank & Trust | 0.59% | Add +132.3% | 80,422 | $4.1M |
| Darden Wealth Group Inc | 1.97% | Add +2.5% | 79,647 | $4.1M |
| Insight Wealth Strategies, LLC | 0.46% | Add +6.5% | 79,574 | $4.0M |
| AlphaStar Capital Management, LLC | 0.27% | Add +193.4% | 72,610 | $3.7M |
| Guidance Capital, Inc. | 0.90% | Reduce -34.2% | 72,127 | $3.7M |
| Independent Solutions Wealth Management, LLC | 0.67% | Add +19.4% | 71,336 | $3.6M |
| AdvisorNet Financial, Inc | 0.19% | Reduce -5.4% | 69,600 | $3.5M |
| Bleakley Financial Group, LLC | 0.06% | Reduce -3.0% | 68,776 | $3.5M |
| Powers Advisory Group, LLC | 1.31% | Add +104.3% | 68,170 | $3.5M |
| Elmwood Wealth Management, Inc. | 1.09% | Add +13.0% | 67,709 | $3.4M |
| Farther Finance Advisors, LLC | 0.04% | Add +0.5% | 67,557 | $3.4M |
| Kingsview Wealth Management, LLC | 0.05% | Add +0.7% | 67,255 | $3.4M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +1.8% | 65,767 | $3.3M |
| Prelude Capital Management, LLC | 0.25% | Add +63.7% | 65,536 | $3.3M |
| Harbour Investments, Inc. | 0.07% | Add +99.0% | 65,466 | $3.3M |
| Sowell Financial Services LLC | 0.12% | Add +76.0% | 65,183 | $3.3M |
| D.A. Davidson & Co. | 0.02% | Add +2.3% | 65,017 | $3.3M |
| Princeton Global Asset Management LLC | 0.53% | Add +3.0% | 64,906 | $3.3M |
| Brookwood Investment Group LLC | 0.40% | Add +109.5% | 64,703 | $3.3M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -8.0% | 64,506 | $3.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +102.4% | 64,299 | $3.3M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.91% | Add +19.6% | 64,123 | $3.3M |
| Thryve Wealth Management LLC | 1.61% | — | 63,967 | $3.3M |
| NorthRock Partners, LLC | 0.05% | Add +19.9% | 63,887 | $3.2M |
| Allworth Financial LP | 0.01% | Reduce -7.3% | 63,794 | $3.2M |
| Brookstone Capital Management | 0.04% | Reduce -12.4% | 62,796 | $3.2M |
| Axxcess Wealth Management, LLC | 0.06% | Add +17.6% | 61,962 | $3.2M |
| Beese Fulmer Investment Management, Inc. | 0.20% | Reduce -6.8% | 61,414 | $3.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -56.6% | 61,321 | $3.1M |
| Mgo One Seven LLC | 0.06% | Add +7.5% | 60,830 | $3.1M |
| Wealthspire Retirement, LLC | 0.18% | Add +14.1% | 57,434 | $2.9M |
| Guardian Wealth Advisors, LLC / NC | 0.18% | Add +6.2% | 56,926 | $2.9M |
| Transamerica Financial Advisors, LLC | 0.24% | Reduce -5.3% | 56,603 | $2.9M |
| ETF Store, Inc. | 2.93% | Reduce -5.5% | 56,385 | $2.9M |
| Glass Jacobson Investment Advisors llc | 1.03% | Reduce -14.2% | 56,150 | $2.9M |
| Creative Planning | 0.00% | Reduce -7.1% | 56,080 | $2.9M |
| Arkadios Wealth Advisors | 0.06% | Add +5.2% | 55,816 | $2.8M |
| Hardworking Capital Advisors, LLC | 2.55% | — | 55,155 | $2.8M |
| Wrapmanager Inc. | 0.94% | Reduce -3.1% | 54,431 | $2.8M |
| Capital Asset Advisory Services LLC | 0.11% | Add +2.2% | 53,857 | $2.7M |
| Waverly Advisors, LLC | 0.02% | Reduce -0.7% | 53,486 | $2.7M |
| Blue Capital, Inc. | 1.92% | Reduce -0.6% | 52,989 | $2.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +18.5% | 52,408 | $2.7M |
| PFG Advisors | 0.13% | Reduce -1.6% | 52,384 | $2.7M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -10.4% | 51,564 | $2.6M |
| Compass Financial Group, Inc. (Ohio) | 1.85% | — | 49,735 | $2.5M |
| Destiny Wealth Partners, LLC | 0.29% | Reduce -5.8% | 49,255 | $2.5M |
| Beacon Financial Group | 0.25% | Reduce -10.8% | 48,677 | $2.5M |
| Ascentis Independent Advisors | 0.38% | Add +9.9% | 46,266 | $2.4M |
| Snowden Capital Advisors LLC | 0.06% | Reduce 0.0% | 45,658 | $2.3M |
| StoneX Group Inc. | 0.10% | Add +67.6% | 45,111 | $2.3M |
| Hudson Portfolio Management LLC | 1.97% | Reduce -26.7% | 45,062 | $2.3M |
| Arvest Investments, Inc. | 0.32% | Add +47.2% | 44,981 | $2.3M |
| Park Avenue Securities LLC | 0.02% | Add +9.0% | 44,903 | $2.3M |
| Advyzon Investment Management, LLC | 0.26% | Add +15.8% | 44,876 | $2.3M |
| Asset One Wealth Management LLC | 0.31% | — | 44,630 | $2.3M |
| Alpha Cubed Investments, LLC | 0.08% | Reduce -6.7% | 44,410 | $2.3M |
| Toews Corp. | 0.33% | Reduce -4.9% | 44,228 | $2.2M |
| Alongside, LLC | 0.74% | — | 43,730 | $2.2M |
| Independent Wealth Network Inc. | 0.68% | Reduce -6.6% | 43,462 | $2.2M |
| LYNX Capital Group Ltd. | 1.01% | Add +0.0% | 43,318 | $2.2M |
| XY Planning Network, Inc. | 0.37% | New | 41,926 | $2.1M |
| Integrity Alliance, Llc. | 0.08% | New | 41,047 | $2.1M |
| Meitav Investment House Ltd. | 0.02% | Add +18.8% | 40,364 | $2.0M |
| CacheTech Inc. | 0.38% | Reduce -19.3% | 40,250 | $2.0M |
| Nutshell Asset Management Ltd | 0.73% | No change | 40,026 | $2.0M |
| Bonfire Financial | 1.52% | Reduce -3.0% | 39,940 | $2.0M |
| SlateStone Wealth, LLC | 0.17% | Add +35.0% | 39,440 | $2.0M |
| Bank of New York Mellon Corp | 0.00% | Add +16.3% | 39,268 | $2.0M |
| Beaird Harris Wealth Management, LLC | 0.14% | Add +1.6% | 38,866 | $2.0M |
| Bigelow Investment Advisors, LLC | 0.77% | Add +0.2% | 38,773 | $2.0M |
| Callahan Advisors, LLC | 0.16% | Add +0.0% | 38,626 | $2.0M |
| Waller Financial Planning Group, Inc. | 0.44% | Add +4.4% | 38,531 | $2.0M |
| Oxinas Partners, LLC | 0.92% | Add +9.8% | 37,471 | $1.9M |
| Tempo Wealth, LLC | 0.34% | — | 37,232 | $1.9M |
| Mutual Advisors, LLC | 0.04% | Add +9.7% | 37,111 | $1.9M |
| Stirlingshire Investments, Inc. | 1.67% | — | 36,926 | $1.9M |
| Principal Financial Group Inc. | 0.00% | Reduce -9.0% | 36,796 | $1.9M |
| Independent Advisor Alliance | 0.05% | Reduce -4.9% | 36,759 | $1.9M |
| Creative Financial Designs Inc. | 0.12% | Add +7.5% | 36,669 | $1.9M |
| Ausdal Financial Partners, Inc. | 0.09% | Add +13.2% | 36,645 | $1.9M |
| Atria Investments, Inc | 0.02% | Reduce -16.5% | 36,643 | $1.9M |
| Blue Fin Capital, Inc. | 0.29% | Add +12.5% | 36,628 | $1.9M |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 36,569 | $1.9M |
| Leavell Investment Management, Inc. | 0.08% | Reduce -12.7% | 36,498 | $1.9M |
| International Assets Investment Management, LLC | 0.13% | Add +68.3% | 36,337 | $1.8M |
| Cascade Financial Partners, LLC | 0.18% | Reduce -8.9% | 35,727 | $1.8M |
| Outlook Wealth Advisors, LLC | 0.41% | Reduce -0.7% | 35,465 | $1.8M |
| Adams Wealth Management | 0.38% | Reduce -12.6% | 34,809 | $1.8M |
| TRUE Private Wealth Advisors | 0.18% | Reduce -4.4% | 34,562 | $1.8M |
| Global Retirement Partners, LLC | 0.03% | Reduce -10.7% | 34,541 | $1.8M |
| HSBC Holdings PLC | 0.00% | New | 34,492 | $1.8M |
| Dynamic Advisor Solutions LLC | 0.06% | Reduce -12.1% | 33,981 | $1.7M |
| First American Trust, FSB | 0.12% | Reduce -13.7% | 33,726 | $1.7M |
| Allstate Corp. | 0.02% | Add +25.2% | 33,690 | $1.7M |
| SageView Advisory Group, LLC | 0.06% | Add +11.8% | 33,415 | $1.7M |
| Donaldson Capital Management, LLC | 0.05% | No change | 33,375 | $1.7M |
| Cascades Capital Asset Management, LLC | 0.72% | Add +34.9% | 33,161 | $1.7M |
| Lanark Financial, Inc. | 0.13% | Add +16.8% | 32,949 | $1.7M |
| Gerber Kawasaki Wealth & Investment Management | 0.06% | Reduce -15.6% | 32,749 | $1.7M |
| Calton & Associates, Inc. | 0.24% | Add +22.3% | 32,176 | $1.6M |
| Sovran Advisors, LLC | 0.14% | Add +6.2% | 32,078 | $1.6M |
| Webster Bank, N. A. | 0.15% | Reduce -8.2% | 32,096 | $1.6M |
| NTV Asset Management LLC | 0.17% | Reduce -3.4% | 31,521 | $1.6M |
| Belpointe Asset Management LLC | 0.06% | Reduce -29.1% | 30,911 | $1.6M |
| Obsidian Cio, LLC | 2.32% | New | 13,775 | $1.6M |
| Wealth Management Resources, Inc. | 0.55% | Reduce -55.6% | 30,753 | $1.6M |
| Strategic Blueprint, LLC | 0.09% | Add +58.5% | 30,609 | $1.6M |
| Fiduciary Trust Co | 0.02% | No change | 30,537 | $1.6M |
| LCNB Corp. | 0.52% | Add +369.9% | 30,329 | $1.5M |
| Lane Brothers & Co. Inc. | 1.11% | — | 30,103 | $1.5M |
| O'ROURKE & COMPANY, Inc | 0.59% | Add +29.7% | 29,978 | $1.5M |
| Bright Futures Wealth Management, LLC. | 1.13% | Add +4.8% | 29,778 | $1.5M |
| Jaffetilchin Investment Partners, LLC | 0.09% | Add +1.4% | 29,742 | $1.5M |
| Bryn Mawr Trust Advisors, LLC | 0.07% | Reduce -1.4% | 29,707 | $1.5M |
| Roundview Capital LLC | 0.09% | Reduce -2.7% | 29,612 | $1.5M |
| Impact Partnership Wealth, LLC | 0.19% | Add +6.1% | 29,346 | $1.5M |
| Cunning Capital Partners, LP | 0.68% | Reduce -32.6% | 29,000 | $1.5M |
| Old National Bancorp | 0.02% | No change | 28,656 | $1.5M |
| Eagle Global Advisors LLC | 0.05% | Reduce -24.0% | 28,388 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -15.1% | 28,315 | $1.4M |
| Blair William & Co. | 0.00% | Reduce -2.4% | 28,044 | $1.4M |
| Independent Financial Group, LLC | 0.03% | Add +10.0% | 28,017 | $1.4M |
| Octavia Wealth Advisors, LLC | 0.14% | Reduce -1.4% | 27,930 | $1.4M |
| 1 North Wealth Services LLC | 0.50% | Add +7.7% | 27,669 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +21.6% | 27,584 | $1.4M |
| WCG Wealth Advisors LLC | 0.04% | Add +124.3% | 27,440 | $1.4M |
| Edgestream Partners, L.P. | 0.04% | Reduce -39.9% | 27,127 | $1.4M |
| Loudon Investment Management, LLC | 0.72% | Reduce -16.1% | 27,112 | $1.4M |
| Csenge Advisory Group | 0.06% | Add +3.6% | 27,003 | $1.4M |
| Greenup Street Wealth Management LLC | 0.20% | Add +7.7% | 26,755 | $1.4M |
| WBH Advisory Inc. | 0.10% | Add +0.4% | 26,362 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Reduce -0.6% | 26,347 | $1.3M |
| Kanawha Capital Management LLC | 0.09% | Reduce -0.7% | 26,144 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Add +0.2% | 25,914 | $1.3M |
| ORG Partners LLC | 0.23% | Reduce -1.2% | 25,312 | $1.3M |
| Centaurus Financial, Inc. | 0.06% | Reduce -3.0% | 25,073 | $1.3M |
| MGB Wealth Management, LLC | 0.36% | Add +21.8% | 24,967 | $1.3M |
| Vericrest Private Wealth | 1.13% | — | 24,963 | $1.3M |
| New England Private Wealth Advisors LLC | 0.15% | Reduce -25.6% | 24,378 | $1.2M |
| Nalls Sherbakoff Group, LLC | 0.89% | Reduce -15.2% | 24,281 | $1.2M |
| Klaas Financial Asset Advisors, LLC | 0.18% | Add +2.8% | 24,075 | $1.2M |
| Brand Asset Management Group, Inc. | 0.34% | Reduce -7.1% | 23,673 | $1.2M |
| Summit Trail Advisors, LLC | 0.02% | No change | 23,250 | $1.2M |
| ARK & TLK Investments, LLC | 0.32% | No change | 23,183 | $1.2M |
| PFG Investments, LLC | 0.06% | Reduce -3.8% | 23,175 | $1.2M |
| Flagstar Securities, Inc. | 0.39% | Add +0.1% | 22,791 | $1.2M |
| Frisch Financial Group, Inc. | 0.26% | Add +1.6% | 22,723 | $1.2M |
| Harbor Asset Planning, Inc. | 0.98% | Reduce -4.6% | 22,542 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +13.8% | 22,115 | $1.1M |
| Integrated Advisors Network LLC | 0.05% | Reduce -11.3% | 21,970 | $1.1M |
| Trek Financial, LLC | 0.06% | Add +51.5% | 21,803 | $1.1M |
| Joseph P. Lucia & Associates, LLC | 0.39% | Reduce -5.6% | 21,529 | $1.1M |
| Flagship Harbor Advisors, LLC | 0.05% | Reduce -1.2% | 21,253 | $1.1M |
| Red Reef Advisors LLC | 1.10% | — | 21,152 | $1.1M |
| New Wave Wealth Advisors LLC | 0.39% | Add +25.6% | 21,138 | $1.1M |
| IFP Advisors, Inc | 0.02% | Reduce -20.7% | 21,018 | $1.1M |
| Invenio Wealth Partners LLC | 0.40% | No change | 21,000 | $1.1M |
| Western Wealth Management, LLC | 0.05% | Add +17.4% | 20,940 | $1.1M |
| DMC Group, LLC | 0.71% | Reduce -1.5% | 20,903 | $1.1M |
| OneAscent Wealth Management LLC | 0.35% | Add +8.7% | 20,766 | $1.1M |
| Heck Capital Advisors, LLC | 0.08% | Add +249.1% | 20,629 | $1.0M |
| KG Capital Management | 0.27% | Add +3.1% | 20,555 | $1.0M |
| Ceeto Capital Group, LLC | 0.30% | Add +95.2% | 20,500 | $1.0M |
| CENTRAL TRUST Co | 0.02% | Add +45.9% | 20,461 | $1.0M |
| First United Bank & Trust | 0.33% | Reduce -13.9% | 20,120 | $1.0M |
| Alpha Financial Partners LLC | 0.61% | Add +93.4% | 19,719 | $1.0M |
| Ameritas Advisory Services, LLC | 0.04% | New | 19,008 | $967K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +252.1% | 18,987 | $966K |
| TCP Asset Management, LLC | 0.16% | Reduce -3.4% | 18,968 | $965K |
| Stephens Group Asset Management, LLC | 0.06% | Add +5.9% | 18,576 | $945K |
| Allianz SE | 0.01% | Reduce -3.6% | 18,261 | $929K |
| Smartleaf Asset Management LLC | 0.04% | Add +53.9% | 18,233 | $927K |
| Novem Group | 0.11% | Add +61.1% | 18,043 | $918K |
| JFS Wealth Advisors, LLC | 0.05% | No change | 17,866 | $909K |
| Ballast Rock Private Wealth LLC | 0.57% | — | 17,821 | $906K |
| Shufro Rose & Co. LLC | 0.06% | Add +45.4% | 17,300 | $880K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -9.8% | 17,146 | $872K |
| Guidance Point Advisors, LLC | 0.21% | Add +6.3% | 17,001 | $865K |
| Addison Capital Co | 0.21% | Add +230.4% | 16,880 | $859K |
| Fiduciary Alliance LLC | 0.06% | Reduce -2.5% | 16,746 | $852K |
| Private Trust Co. NA | 0.07% | Add +0.2% | 16,520 | $840K |
| UMB Bank, n.a. | 0.01% | New | 16,400 | $834K |
| L.K. Benson & Company, P.C. | 0.41% | Add +1.3% | 16,185 | $823K |
| Well Done, LLC | 0.12% | Add +25.5% | 15,878 | $808K |
| Crabel Capital Management, LLC | 0.61% | Reduce -20.4% | 15,873 | $807K |
| Register Financial Advisors LLC | 0.31% | Add +15.8% | 15,823 | $805K |
| Holos Integrated Wealth LLC | 0.44% | No change | 15,670 | $797K |
| Freestone Capital Holdings, LLC | 0.02% | Add +20.7% | 15,599 | $793K |
| Union Savings Bank | 0.34% | — | 15,594 | $793K |
| Meridian Financial Partners LLC | 0.31% | New | 15,539 | $792K |
| Traub Capital Management LLC | 0.76% | No change | 15,570 | $792K |
| Financial Partners Group, Inc | 0.09% | Reduce -2.9% | 15,295 | $781K |
| Mowery & Schoenfeld Wealth Management, LLC | 1.09% | No change | 14,767 | $751K |
| Alexis Investment Partners, LLC | 0.28% | New | 14,764 | $751K |
| Prospera Financial Services Inc | 0.01% | Reduce -3.4% | 14,695 | $747K |
| SteelPeak Wealth, LLC | 0.02% | Add +1.0% | 14,567 | $741K |
| Oakmont Advisory Group, LLC | 0.79% | — | 14,487 | $737K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.2% | 14,404 | $733K |
| Donor Advised Charitable Giving, Inc. | 0.02% | Add +1.6% | 14,388 | $732K |
| Bellwether Advisors, LLC | 0.11% | Reduce -7.0% | 13,970 | $711K |
| RiverTree Advisors, LLC | 0.45% | Reduce -54.9% | 13,889 | $706K |
| Waterloo Capital, L.P. | 0.05% | Reduce -3.6% | 13,841 | $704K |
| Westbourne Investments, Inc. | 0.33% | Reduce -3.7% | 13,775 | $703K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -22.2% | 13,806 | $702K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -47.4% | 13,777 | $701K |
| KFA Private Wealth Group, LLC | 0.17% | No change | 13,744 | $699K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -8.6% | 13,685 | $696K |
| Western Financial Corp | 0.28% | Add +0.1% | 13,648 | $694K |
| Dakota Wealth Management | 0.01% | No change | 13,645 | $694K |
| Two Sigma Securities, LLC | 0.09% | Reduce -20.3% | 13,396 | $681K |
| Capital Investment Advisory Services, LLC | 0.05% | Reduce -5.9% | 13,395 | $681K |
| Focus Financial Network, Inc. | 0.02% | Reduce -6.1% | 13,332 | $678K |
| Coldstream Capital Management Inc. | 0.01% | No change | 13,301 | $677K |
| Arax Advisory Partners | 0.02% | New | 13,154 | $669K |
| Midwest Financial Network, LLC | 0.52% | Reduce -38.3% | 13,138 | $668K |
| Portland Financial Advisors Inc | 1.42% | Add +1.0% | 13,097 | $666K |
| Stelac Advisory Services LLC | 0.23% | Reduce -21.0% | 12,973 | $660K |
| Stephens Inc. | 0.01% | Reduce -0.6% | 12,885 | $655K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -8.9% | 12,711 | $646K |
| Cardiff Park Advisors, LLC | 0.05% | Reduce -1.2% | 12,660 | $644K |
| Nwam LLC | 0.04% | Add +28.3% | 12,611 | $643K |
| Chicago Partners Investment Group LLC | 0.02% | Add +1.2% | 12,571 | $641K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -8.9% | 12,562 | $639K |
| Keybank National Association | 0.00% | Reduce -11.5% | 12,495 | $635K |
| HB Wealth Management, LLC | 0.00% | Add +211.2% | 12,433 | $632K |
| Ameliora Wealth Management Ltd. | 0.19% | No change | 12,210 | $621K |
| Mosaic Financial Group, LLC | 0.42% | No change | 12,155 | $618K |
| Rise Advisors, LLC | 0.22% | Add +1.5% | 12,123 | $617K |
| Leo Wealth, LLC | 0.04% | Add +1.6% | 12,066 | $614K |
| Regions Financial Corp. | 0.00% | Reduce -12.8% | 11,990 | $610K |
| Schmidt P J Investment Management Inc. | 0.10% | Reduce -7.8% | 11,953 | $608K |
| World Investment Advisors | 0.01% | Add +29.6% | 11,951 | $608K |
| Diversify Wealth Management, LLC | 0.03% | Add +0.1% | 11,912 | $607K |
| Salem Investment Counselors Inc. | 0.02% | Reduce -7.1% | 11,917 | $606K |
| Epiq Partners, LLC | 0.29% | New | 11,887 | $605K |
| Capital Investment Services of America, Inc. | 0.06% | Reduce -33.6% | 11,842 | $602K |
| Quantinno Capital Management LP | 0.00% | New | 11,840 | $602K |
| Founders Financial Securities LLC | 0.04% | Add +178.3% | 11,705 | $595K |
| Summit Financial, LLC | 0.01% | Reduce -12.1% | 11,682 | $594K |
| American Wealth Advisors, LLC | 0.58% | Add +1.1% | 11,564 | $588K |
| Argus Investors' Counsel, Inc. | 0.47% | Reduce -0.4% | 11,489 | $584K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +34.3% | 11,430 | $581K |
| Professional Financial Advisors, LLC | 0.12% | Reduce -3.8% | 11,361 | $578K |
| Private Client Services, LLC | 0.18% | Add +4.0% | 11,336 | $577K |
| Connecticut Wealth Management, LLC | 0.02% | No change | 11,082 | $564K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +3.4% | 10,971 | $558K |
| Global Trust Wealth Management LLC | 0.41% | — | 10,792 | $549K |
| &partners | 0.00% | Add +6.8% | 10,745 | $546K |
| RDA Financial Network | 0.13% | Reduce -3.2% | 10,595 | $539K |
| Pettyjohn, Wood & White, Inc. | 0.08% | No change | 10,541 | $536K |
| IHT Wealth Management, LLC | 0.01% | New | 10,499 | $534K |
| Natural Investments, LLC | 0.13% | New | 10,493 | $533K |
| Balefire, LLC | 0.10% | Add +14.4% | 10,269 | $522K |
| AlphaCore Capital LLC | 0.01% | No change | 10,200 | $519K |
| Reyes Financial Architecture, Inc. | 0.31% | Reduce -18.0% | 10,067 | $512K |
| Mustico Financial Group, Inc. | 0.39% | Reduce -7.3% | 10,010 | $510K |
| Larch Capital Partners LLC | 0.07% | — | 10,006 | $509K |
| Opus Financial Solutions LLC | 0.48% | — | 9,973 | $507K |
| First Heartland Consultants, Inc. | 0.04% | Add +1.2% | 9,673 | $492K |
| Liberty Wealth Management LLC | 0.06% | Add +30.3% | 9,653 | $491K |
| Wealth Advisory Solutions, LLC | 0.11% | Reduce -4.0% | 9,551 | $486K |
| Independent Family Office, LLC | 0.20% | No change | 9,420 | $479K |
| Main Street Financial Solutions, LLC | 0.04% | Add +1.6% | 9,401 | $478K |
| Rockingstone Advisors LLC | 0.21% | Add +95.5% | 9,150 | $465K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 9,020 | $459K |
| Balboa Wealth Partners | 0.07% | Reduce -2.3% | 8,841 | $450K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -9.1% | 8,773 | $447K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -97.6% | 8,783 | $447K |
| Hutchinson Capital Management | 0.08% | Reduce -3.3% | 8,771 | $446K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -1.6% | 8,729 | $444K |
| Advisors Capital Management, LLC | 0.01% | Add +98.5% | 8,642 | $440K |
| Disciplined Investments, LLC | 0.17% | Reduce -3.5% | 8,640 | $439K |
| New Insight Wealth Advisors | 0.15% | Reduce -38.4% | 8,426 | $429K |
| Keebeck Wealth Management | 0.05% | Add +49.0% | 8,376 | $426K |
| Two West Capital Advisors LLC | 0.24% | Reduce -35.0% | 8,261 | $420K |
| EP Wealth Advisors, LLC | 0.00% | — | 8,257 | $420K |
| Unified Investment Management | 0.42% | Reduce -1.5% | 8,250 | $420K |
| XTX Topco Ltd | 0.01% | Add +97.1% | 8,186 | $416K |
| Cerity Partners LLC | 0.00% | Reduce -3.2% | 8,076 | $411K |
| Thompson Davis & Co., Inc. | 0.24% | Reduce -2.9% | 8,014 | $408K |
| Signature Resources Capital Management, LLC | 0.20% | New | 7,966 | $405K |
| Wesbanco Bank Inc. | 0.01% | Reduce -7.4% | 7,858 | $400K |
| Rik Saylor Financial, Inc. | 0.29% | Reduce -6.4% | 7,759 | $395K |
| Choreo, LLC | 0.01% | Reduce -2.4% | 7,739 | $393K |
| Savant Capital, LLC | 0.00% | Reduce -3.3% | 7,730 | $393K |
| Welch & Forbes LLC | 0.00% | No change | 7,650 | $389K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +24.1% | 7,636 | $388K |
| Bison Wealth, LLC | 0.04% | Add +0.5% | 7,595 | $386K |
| Northwest Bancshares, Inc. | 0.07% | Reduce -2.6% | 7,560 | $385K |
| Sherman Asset Management, Inc. | 0.32% | Add +7.4% | 7,539 | $383K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.03% | Add +1.1% | 7,498 | $381K |
| GWN Securities Inc. | 0.08% | Reduce -19.5% | 7,450 | $379K |
| Fortune Financial Advisors, LLC | 0.26% | No change | 7,443 | $379K |
| Meridian Management Co. | 0.09% | No change | 7,430 | $378K |
| Ethos Financial Group, LLC | 0.03% | No change | 7,406 | $377K |
| CAP Partners, LLC | 0.21% | New | 7,291 | $371K |
| Gateway Wealth Partners, LLC | 0.04% | New | 7,278 | $370K |
| OMNI 360 Wealth, Inc. | 0.19% | Add +46.5% | 7,210 | $367K |
| Hobbs Group Advisors, LLC | 0.11% | Add +0.4% | 7,168 | $365K |
| Liberty Square Wealth Partners LLC | 0.10% | No change | 7,141 | $363K |
| Certified Advisory Corp | 0.03% | Reduce -11.8% | 7,105 | $361K |
| BridgePort Financial Solutions, LLC | 0.10% | Reduce -36.4% | 6,998 | $356K |
| Alpha Omega Wealth Management LLC | 0.06% | No change | 6,990 | $356K |
| Smith Thornton Advisors LLC | 0.18% | No change | 6,980 | $355K |
| Plotkin Financial Advisors, LLC | 0.17% | Add +18.2% | 6,855 | $349K |
| GreatBanc Trust CO | 0.24% | Reduce -13.9% | 6,785 | $345K |
| Bluesphere Advisors LLC | 0.15% | Reduce -28.0% | 6,518 | $332K |
| Independent Wealth Advisors LLC | 0.34% | — | 6,395 | $325K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -1.6% | 6,381 | $325K |
| M&T Bank Corp | 0.00% | No change | 6,380 | $324K |
| Integrated Capital Management, LLC | 0.14% | Add +0.2% | 6,311 | $321K |
| Mascagni Wealth Management, Inc. | 0.24% | Reduce -13.8% | 6,255 | $318K |
| Advisors Asset Management, Inc. | 0.01% | Add +111.4% | 6,254 | $318K |
| Fourth Dimension Wealth, LLC | 0.12% | Add +5.0% | 6,229 | $317K |
| Principal Securities, Inc. | 0.00% | Add +0.8% | 6,223 | $317K |
| Susquehanna International Group, LLP | 0.00% | Add +2.5% | 6,222 | $316K |
| Opinicus Capital, Inc. | 0.22% | Reduce -19.1% | 6,179 | $314K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | No change | 6,100 | $310K |
| Boston Family Office LLC | 0.02% | No change | 6,038 | $307K |
| Fortitude Advisory Group L.L.C. | 0.13% | Add +0.7% | 6,016 | $306K |
| Evanson Asset Management, LLC | 0.02% | Add +0.9% | 5,990 | $305K |
| Brindle & Bay Financial Advisors, LLC | 0.20% | — | 5,971 | $304K |
| Keystone Wealth Services, LLC | 0.06% | Reduce -10.2% | 5,897 | $300K |
| Chilton Capital Management LLC | 0.01% | Add +5.1% | 5,849 | $297K |
| Tidemark, LLC | 0.08% | No change | 5,848 | $297K |
| Rossmore Private Capital | 0.03% | New | 5,838 | $297K |
| RPS Advisory Solutions LLC | 0.14% | Reduce -18.5% | 5,763 | $293K |
| Ascent Group, LLC | 0.01% | Add +5.0% | 5,660 | $288K |
| Financially in Tune, LLC | 0.27% | — | 5,597 | $285K |
| Anchor Capital Advisors LLC | 0.01% | No change | 5,550 | $282K |
| Charter Oak Capital Management, LLC | 0.02% | Reduce -8.4% | 5,547 | $282K |
| Cresset Asset Management, LLC | 0.00% | No change | 5,500 | $280K |
| Continental Investors Services, Inc. | 0.36% | Reduce -29.4% | 5,464 | $279K |
| Tableaux LLC | 0.20% | Reduce -57.9% | 5,473 | $278K |
| Essex Bank | 0.06% | No change | 5,410 | $275K |
| Money Concepts Capital Corp. | 0.02% | Add +9.1% | 5,409 | $275K |
| Union Bancaire Privee, UBP SA | 0.00% | New | 5,651 | $274K |
| Ancora Advisors LLC | 0.01% | Reduce -3.3% | 5,359 | $273K |
| Horizon Investments, LLC | 0.00% | Add +45.0% | 5,335 | $271K |
| Mezzasalma Advisors, LLC | 0.07% | No change | 5,320 | $271K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -3.8% | 5,290 | $269K |
| United Asset Strategies, Inc. | 0.02% | Reduce -8.5% | 5,256 | $267K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +10.7% | 5,176 | $263K |
| Parisi Gray Wealth Management | 0.06% | New | 5,148 | $262K |
| Breakwater Capital Group | 0.04% | Add +6.9% | 5,148 | $262K |
| Naples Global Advisors, LLC | 0.02% | Reduce -10.2% | 5,080 | $258K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -7.5% | 5,078 | $258K |
| Garner Asset Management Corp | 0.10% | Reduce -38.7% | 5,062 | $257K |
| Mandatum Life Insurance Co Ltd | 0.06% | No change | 5,060 | $257K |
| Coppell Advisory Solutions LLC | 0.03% | No change | 5,000 | $254K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 4,950 | $252K |
| Patten Group, Inc. | 0.05% | Reduce -22.7% | 4,941 | $251K |
| Y.D. More Investments Ltd | 0.01% | Reduce -1.7% | 22,860 | $248K |
| CFM Wealth Partners LLC | 0.04% | No change | 4,850 | $247K |
| Continuum Advisory, LLC | 0.02% | Add +4.2% | 4,693 | $239K |
| Lee Danner & Bass Inc. | 0.02% | No change | 4,642 | $236K |
| Evolution Wealth Advisors, LLC | 0.02% | No change | 4,580 | $233K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 4,543 | $231K |
| Patton Albertson Miller Group, LLC | 0.03% | No change | 4,500 | $229K |
| Jane Street Group, LLC | 0.00% | New | 4,465 | $227K |
| Prepared Retirement Institute LLC | 0.11% | Reduce -15.0% | 4,449 | $226K |
| Thrive Capital Management, LLC | 0.05% | Add +1.5% | 4,404 | $224K |
| Investment Advisory Group, LLC | 0.06% | No change | 4,398 | $224K |
| Powell Investment Advisors, LLC | 0.08% | No change | 4,337 | $221K |
| Spinnaker Investment Group, LLC | 0.04% | No change | 4,307 | $219K |
| Accelerate Investment Advisors LLC | 0.15% | New | 4,273 | $217K |
| Narus Financial Partners, LLC | 0.06% | Reduce -1.4% | 4,212 | $214K |
| Eagle Bay Advisors LLC | 0.16% | Reduce -35.0% | 4,187 | $213K |
| Cherry Tree Wealth Management, LLC | 0.04% | Add +7.9% | 4,109 | $209K |
| Lifeworks Advisors, LLC | 0.03% | Reduce -14.8% | 4,086 | $208K |
| Exchange Bank | 0.14% | No change | 4,080 | $208K |
| Rogco, LP | 0.07% | No change | 4,055 | $206K |
| Kovack Advisors, Inc. | 0.01% | Add +1.6% | 4,008 | $204K |
| Summit Wealth Partners, LLC | 0.04% | No change | 4,007 | $204K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 3,966 | $202K |
| Citigroup Inc. | 0.00% | Reduce -96.6% | 3,950 | $201K |
| Whittier Trust Co. | 0.00% | No change | 3,865 | $197K |
| Glen Eagle Advisors, LLC | 0.03% | Add +6.6% | 3,852 | $196K |
| Bravera Wealth | 0.10% | — | 3,734 | $190K |
| Coastline Trust Co | 0.02% | No change | 3,587 | $182K |
| Rossby Financial, LCC | 0.06% | Add +2403.6% | 3,530 | $180K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,224 | $164K |
| Capital Analysts, LLC | 0.00% | Reduce -15.3% | 2,922 | $149K |
| Laurel Wealth Advisors LLC | 0.02% | New | 2,908 | $148K |
| NFSG Corp | 0.02% | Reduce -69.0% | 2,509 | $128K |
| Triumph Capital Management | 0.03% | New | 2,504 | $127K |
| CoreCap Advisors, LLC | 0.00% | Reduce -94.1% | 2,496 | $127K |
| Greykasell Wealth Strategies, Inc. | 0.05% | No change | 2,483 | $126K |
| Medallion Wealth Advisors, LLC | 0.04% | Add +0.0% | 2,460 | $125K |
| FMR LLC | 0.00% | Add +29.1% | 2,370 | $121K |
| Westside Investment Management, Inc. | 0.02% | No change | 2,353 | $120K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 2,249 | $114K |
| Fifth Third Bancorp | 0.00% | Reduce -30.6% | 2,220 | $113K |
| MAI Capital Management | 0.00% | Reduce -7.7% | 2,197 | $112K |
| TD Waterhouse Canada Inc. | 0.00% | Add +9.8% | 2,069 | $105K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 1,974 | $100K |
| Gables Capital Management Inc. | 0.04% | No change | 1,946 | $99K |
| Front Row Advisors LLC | 0.03% | No change | 1,914 | $97K |
| MidAtlantic Capital Management, Inc. | 0.06% | New | 1,903 | $97K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +32.1% | 1,850 | $94K |
| Sankala Group LLC | 0.07% | — | 1,781 | $91K |
| North Star Investment Management Corp. | 0.01% | Add +18.6% | 1,731 | $88K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +1.3% | 1,700 | $86K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1,649 | $84K |
| Boyd Watterson Asset Management LLC | 0.02% | Add +285.9% | 1,640 | $83K |
| IFC & Insurance Marketing, Inc. | 0.08% | — | 1,638 | $83K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | Reduce -90.5% | 1,553 | $79K |
| LRI Investments, LLC | 0.01% | No change | 1,285 | $65K |
| Affinity Wealth LLC | 0.04% | No change | 1,225 | $62K |
| Spire Wealth Management | 0.00% | Add +2.2% | 1,199 | $61K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,195 | $61K |
| Lavaca Capital LLC | 0.01% | New | 1,126 | $57K |
| Addison Advisors LLC | 0.01% | No change | 1,115 | $57K |
| Blue Trust, Inc. | 0.00% | Add +1.6% | 1,112 | $57K |
| Pursuit Wealth Strategies, LLC | 0.08% | — | 1,106 | $56K |
| Winnacle Wealth LLC | 0.04% | Reduce -25.7% | 1,082 | $55K |
| IFS Advisors, LLC | 0.03% | No change | 1,000 | $51K |
| Global Trust Asset Management, LLC | 0.02% | Reduce -86.9% | 1,000 | $51K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.1% | 992 | $50K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 812 | $41K |
| Bayban | 0.03% | — | 732 | $37K |
| Tucker Asset Management LLC | 0.01% | New | 730 | $37K |
| Archer Investment Corp | 0.01% | Reduce -49.7% | 725 | $37K |
| SYM FINANCIAL Corp | 0.00% | No change | 725 | $37K |
| Quarry LP | 0.01% | New | 710 | $36K |
| 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 +1.7% | 656 | $33K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 588 | $30K |
| Parallel Advisors, LLC | 0.00% | Reduce -3.5% | 588 | $30K |
| Cornerstone Financial Management LLC | 0.03% | — | 586 | $30K |
| Elequin Capital, LP | 0.00% | No change | 541 | $28K |
| Financial Freedom, LLC | 0.01% | Add +1.0% | 505 | $26K |
| MRP Capital Investments, LLC | 0.02% | No change | 500 | $25K |
| Park Place Capital Corp | 0.01% | No change | 500 | $25K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 500 | $25K |
| Tompkins Financial Corp. | 0.00% | No change | 492 | $25K |
| Delta Asset Management LLC | 0.00% | No change | 425 | $22K |
| Caldwell Trust Co | 0.00% | No change | 412 | $21K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 400 | $20K |
| Rothschild Investment LLC | 0.00% | Add +231.5% | 358 | $18K |
| Atomic Invest LLC | 0.01% | — | 335 | $17K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 325 | $17K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -91.7% | 318 | $16K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -88.3% | 304 | $15K |
| MidFirst Bank | 0.00% | — | 298 | $15K |
| St Germain D J Co. Inc. | 0.00% | No change | 282 | $14K |
| Park Square Financial Group, LLC | 0.08% | Add +49.5% | 272 | $14K |
| City State Bank | 0.00% | No change | 235 | $12K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 200 | $10K |
| Tsfg, LLC | 0.00% | Add +0.5% | 200 | $10K |
| Lodestone Wealth Management LLC | 0.00% | New | 184 | $9K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 183 | $9K |
| WealthShield Partners, LLC | 0.00% | No change | 140 | $7K |
| Optima Capital LLC | 0.00% | New | 137 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | New | 129 | $7K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 120 | $6K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.7% | 117 | $6K |
| Caitlin John, LLC | 0.00% | Reduce -68.4% | 113 | $6K |
| Signature Equity Partners, LLC | 0.00% | — | 102 | $5K |
| Legacy Wealth Managment, LLC | 0.00% | New | 101 | $5K |
| New England Asset Management Inc. | 0.00% | No change | 100 | $5K |
| Darwin Wealth Management, LLC | 0.00% | No change | 99 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 98 | $5K |
| Westfuller Advisors, LLC | 0.00% | Reduce -82.8% | 93 | $5K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 79 | $4K |
| Wellington-Altus USA Inc. | 0.00% | — | 69 | $4K |
| Provident Wealth Management, LLC | 0.00% | No change | 63 | $3K |
| KERR FINANCIAL PLANNING Corp | 0.00% | No change | 52 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 51 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -6.5% | 43 | $2K |
| Realta Investment Advisors | 0.00% | No change | 34 | $2K |
| Vision Retirement, LLC | 0.00% | — | 34 | $2K |
| Key Financial Inc | 0.00% | No change | 14 | $712 |
| Bard Associates Inc. | 0.00% | Reduce -99.8% | 10 | $502 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | Reduce -12.5% | 7 | $357 |
| Richardson Financial Services Inc. | 0.00% | Add +16.7% | 7 | $356 |
| Bear Mountain Capital, Inc. | 0.00% | No change | 4 | $204 |
| Russell Investments Group, Ltd. | 0.00% | No change | 1 | $39 |
"% 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.