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BFLX Institutional Ownership

iShares Flexible Equity Active ETF
1W: -0.2% 1M: -0.8% 3M: +2.2% YTD: +1.8%
$25.88
+0.15 (+0.60%)
After Hours: $27.67 (+1.79, +6.90%)
Weekly Expected Move ±1.2%
$25 $25 $26 $26 $26
ETF NASDAQ · AUM $10.9M

Institutional Ownership — BFLX

56
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
889M
Total Invested
56
New Positions
0
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (56 total)

# Holder Shares Value Change Change % Holding Period Filing
1 ENVESTNET ASSET MANAGEMENT INC NEW 16,267,110 419M — +0.0% 1Q SEC ↗
2 LPL Financial LLC NEW 5,549,487 143M — +0.0% 1Q SEC ↗
3 MML INVESTORS SERVICES, LLC NEW 3,625,611 93M — +0.0% 1Q SEC ↗
4 WELLS FARGO & COMPANY/MN NEW 2,787,620 72M — +0.0% 1Q SEC ↗
5 JPMORGAN CHASE & CO NEW 1,306,721 34M — +0.0% 1Q SEC ↗
6 PARK AVENUE SECURITIES LLC NEW 1,164,317 30M — +0.0% 1Q SEC ↗
7 Cetera Investment Advisers NEW 1,146,568 30M — +0.0% 1Q SEC ↗
8 BlackRock, Inc. NEW 411,623 11M — +0.0% 1Q SEC ↗
9 NorthRock Partners, LLC NEW 336,225 9M — +0.0% 1Q SEC ↗
10 Envestnet Portfolio Solutions, Inc. NEW 325,806 8M — +0.0% 1Q SEC ↗
11 WBH ADVISORY INC NEW 169,946 4M — +0.0% 1Q SEC ↗
12 Sanctuary Advisors, LLC NEW 156,014 4M — +0.0% 1Q SEC ↗
13 JANE STREET GROUP, LLC NEW 154,060 4M — +0.0% 1Q SEC ↗
14 Sequoia Financial Advisors, LLC NEW 140,557 4M — +0.0% 1Q SEC ↗
15 World Investment Advisors NEW 126,437 3M — +0.0% 1Q SEC ↗
16 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 100,050 3M — +0.0% 1Q SEC ↗
17 Advisory Solutions Group, LLC NEW 95,289 2M — +0.0% 1Q SEC ↗
18 Integrated Wealth Concepts LLC NEW 94,152 2M — +0.0% 1Q SEC ↗
19 Waverly Advisors, LLC NEW 91,803 2M — +0.0% 1Q SEC ↗
20 Regal Investment Advisors LLC NEW 90,105 2M — +0.0% 1Q SEC ↗
21 Orion Porfolio Solutions, LLC NEW 70,492 2M — +0.0% 1Q SEC ↗
22 SILVERLAKE WEALTH MANAGEMENT LLC NEW 50,931 1M — +0.0% 1Q SEC ↗
23 WEALTHGARDEN F.S. LLC NEW 37,164 956K — +0.0% 1Q SEC ↗
24 RDA Financial Network NEW 35,616 916K — +0.0% 1Q SEC ↗
25 Stonebrook Private Inc. NEW 34,889 898K — +0.0% 1Q SEC ↗
26 GWN SECURITIES INC. NEW 33,965 874K — +0.0% 1Q SEC ↗
27 Transamerica Financial Advisors, LLC NEW 28,649 737K — +0.0% 1Q SEC ↗
28 B. Riley Wealth Advisors, Inc. NEW 27,510 708K — +0.0% 1Q SEC ↗
29 GOLDMAN SACHS GROUP INC NEW 27,223 700K — +0.0% 1Q SEC ↗
30 Strategic Blueprint, LLC NEW 26,067 671K — +0.0% 1Q SEC ↗
31 SIGNATURE ESTATE & INVESTMENT ADVISORS NEW 20,177 519K — +0.0% 1Q SEC ↗
32 Advyzon Investment Management, LLC NEW 18,203 468K — +0.0% 1Q SEC ↗
33 Vantus Wealth LLC NEW 18,103 466K — +0.0% 1Q SEC ↗
34 Claro Advisors Inc. NEW 17,493 450K — +0.0% 1Q SEC ↗
35 Two West Capital Advisors LLC NEW 15,885 409K — +0.0% 1Q SEC ↗
36 Vertex Planning Partners, LLC NEW 12,263 316K — +0.0% 1Q SEC ↗
37 Advisory Services Network, LLC NEW 11,961 308K — +0.0% 1Q SEC ↗
38 LongView Wealth Management NEW 11,023 284K — +0.0% 1Q SEC ↗
39 Vise Technologies, Inc. NEW 10,980 283K — +0.0% 1Q SEC ↗
40 Frisch Financial Group, Inc. NEW 10,950 282K — +0.0% 1Q SEC ↗
41 GC Wealth Management RIA, LLC NEW 9,131 235K — +0.0% 1Q SEC ↗
42 Ausdal Financial Partners, Inc. NEW 8,719 224K — +0.0% 1Q SEC ↗
43 NWAM LLC NEW 8,658 223K — +0.0% 1Q SEC ↗
44 Legacy Edge Advisors, LLC NEW 8,445 217K — +0.0% 1Q SEC ↗
45 PNC Financial Services Group, Inc. NEW 7,658 197K — +0.0% 1Q SEC ↗
46 Aptus Capital Advisors, LLC NEW 6,838 176K — +0.0% 1Q SEC ↗
47 OSAIC HOLDINGS, INC. NEW 3,842 99K — +0.0% 1Q SEC ↗
48 FIFTH THIRD BANCORP NEW 1,776 46K — +0.0% 1Q SEC ↗
49 Global Retirement Partners, LLC NEW 1,232 32K — +0.0% 1Q SEC ↗
50 Cornerstone Planning Group LLC NEW 1,161 30K — +0.0% 1Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (0)

No sold-out positions this quarter.

Biggest Increases (0)

None.

Biggest Decreases (0)

None.

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms