FLRN Institutional Ownership
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
1W: +0.1%
1M: -0.0%
3M: -0.1%
YTD: +0.7%
1Y: +1.2%
3Y: +13.4%
5Y: +20.3%
$30.74
+0.02 (+0.07%)
Weekly Expected Move ±0.2%
$31
$31
$31
$31
$31
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FLRN
391
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
44
New Positions
141
Increased
146
Reduced
27
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (425 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Wealthfront Advisers LLC | 5,067,526 | $156M | -251,677 | -4.7% | 13Q | SEC ↗ |
| 2 | AMERIPRISE FINANCIAL INC | 4,105,014 | $126M | +295,244 | +7.7% | 16Q | SEC ↗ |
| 3 | LPL Financial LLC | 3,934,329 | $121M | +1,719,104 | +77.6% | 54Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 2,699,472 | $83M | +413,910 | +18.1% | 44Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 2,456,048 | $75M | +1,113,547 | +82.9% | 15Q | SEC ↗ |
| 6 | MORGAN STANLEY | 1,974,296 | $61M | -356,035 | -15.3% | 55Q | SEC ↗ |
| 7 | New York Life Investment Management LL | 1,967,252 | $60M | +450,225 | +29.7% | 17Q | SEC ↗ |
| 8 | WELLS FARGO & COMPANY/MN | 1,868,939 | $57M | -350,430 | -15.8% | 37Q | SEC ↗ |
| 9 | Facet Wealth, Inc. | 1,166,828 | $36M | -20,812 | -1.8% | 14Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 1,007,464 | $31M | +451,980 | +81.4% | 23Q | SEC ↗ |
| 11 | Stratos Investment Management, LLC | 991,167 | $30M | +30,427 | +3.2% | 30Q | SEC ↗ |
| 12 | Farther Finance Advisors, LLC | 976,402 | $30M | +51,602 | +5.6% | 15Q | SEC ↗ |
| 13 | KEYBANK NATIONAL ASSOCIATION/OH | 969,434 | $30M | -43,379 | -4.3% | 41Q | SEC ↗ |
| 14 | STATE STREET CORP | 941,322 | $29M | +249,190 | +36.0% | 34Q | SEC ↗ |
| 15 | MFA WEALTH ADVISORS, LLC | 930,045 | $29M | +129,824 | +16.2% | 18Q | SEC ↗ |
| 16 | Coppell Advisory Solutions LLC NEW | 873,369 | $27M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Cornerstone Management, Inc. | 872,431 | $27M | +139,237 | +19.0% | 22Q | SEC ↗ |
| 18 | RAYMOND JAMES FINANCIAL INC | 847,170 | $26M | +128,251 | +17.8% | 7Q | SEC ↗ |
| 19 | Advisory Alpha, LLC | 806,621 | $25M | -42,202 | -5.0% | 22Q | SEC ↗ |
| 20 | MILESTONE ASSET MANAGEMENT, LLC | 796,500 | $24M | +235,168 | +41.9% | 7Q | SEC ↗ |
| 21 | WESCAP Management Group, Inc. | 790,575 | $24M | +84,428 | +12.0% | 34Q | SEC ↗ |
| 22 | Ameliora Wealth Management Ltd. | 742,057 | $23M | +5,905 | +0.8% | 16Q | SEC ↗ |
| 23 | Beacon Capital Management, Inc. | 736,373 | $23M | -1,161,750 | -61.2% | 4Q | SEC ↗ |
| 24 | Penobscot Investment Management Compan | 629,278 | $19M | +69,397 | +12.4% | 40Q | SEC ↗ |
| 25 | CITADEL ADVISORS LLC | 549,371 | $17M | +531,146 | +2914.4% | 2Q | SEC ↗ |
| 26 | ALLSTATE CORP NEW | 549,206 | $17M | — | +0.0% | 1Q | SEC ↗ |
| 27 | Towercrest Capital Management | 541,503 | $17M | -43,321 | -7.4% | 33Q | SEC ↗ |
| 28 | Providence First Trust Co | 527,836 | $16M | +34,035 | +6.9% | 32Q | SEC ↗ |
| 29 | Whitcomb & Hess, Inc. | 526,422 | $16M | +13,012 | +2.5% | 9Q | SEC ↗ |
| 30 | Alliance Wealth Management Group | 512,832 | $16M | -45,590 | -8.2% | 11Q | SEC ↗ |
| 31 | APPLETON PARTNERS INC/MA | 506,531 | $16M | +58,325 | +13.0% | 35Q | SEC ↗ |
| 32 | COMMONWEALTH EQUITY SERVICES, LLC | 483,776 | $15M | +22,085 | +4.8% | 35Q | SEC ↗ |
| 33 | IHT Wealth Management, LLC | 477,237 | $15M | -25,489 | -5.1% | 14Q | SEC ↗ |
| 34 | RFG Advisory, LLC | 454,959 | $14M | +54,386 | +13.6% | 32Q | SEC ↗ |
| 35 | Prime Capital Investment Advisors, LLC | 437,018 | $13M | -12,384 | -2.8% | 13Q | SEC ↗ |
| 36 | ASSETMARK, INC | 429,451 | $13M | +428,032 | +30164.3% | 33Q | SEC ↗ |
| 37 | UBS Group AG | 427,906 | $13M | -6,978 | -1.6% | 47Q | SEC ↗ |
| 38 | JPMORGAN CHASE & CO | 403,917 | $12M | +129,426 | +47.2% | 38Q | SEC ↗ |
| 39 | OSAIC HOLDINGS, INC. | 391,414 | $12M | +14,071 | +3.7% | 26Q | SEC ↗ |
| 40 | Cherry Tree Wealth Management, LLC | 378,098 | $12M | -57,848 | -13.3% | 13Q | SEC ↗ |
| 41 | PARSONS CAPITAL MANAGEMENT INC/RI | 378,061 | $12M | -19,598 | -4.9% | 36Q | SEC ↗ |
| 42 | Atria Investments, Inc | 347,151 | $11M | +151,683 | +77.6% | 6Q | SEC ↗ |
| 43 | FIDUCIARY FINANCIAL GROUP, LLC | 330,908 | $10M | +15,702 | +5.0% | 9Q | SEC ↗ |
| 44 | Gotham Asset Management, LLC NEW | 325,097 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 45 | Aspetuck Financial Management LLC | 317,768 | $10M | +3,781 | +1.2% | 7Q | SEC ↗ |
| 46 | Valmark Advisers, Inc. | 294,730 | $9M | -700,341 | -70.4% | 35Q | SEC ↗ |
| 47 | Private Advisor Group, LLC | 291,690 | $9M | +12,506 | +4.5% | 39Q | SEC ↗ |
| 48 | CoreCap Advisors, LLC | 284,005 | $9M | +283,128 | +32283.7% | 10Q | SEC ↗ |
| 49 | CALTON & ASSOCIATES, INC. | 280,541 | $9M | -42,531 | -13.2% | 11Q | SEC ↗ |
| 50 | Legacy Edge Advisors, LLC | 254,331 | $8M | -1,073 | -0.4% | 11Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Coppell Advisory Solutions LLC | 873,369 | $27M |
| ALLSTATE CORP | 549,206 | $17M |
| Gotham Asset Management, LLC | 325,097 | $10M |
| HERITAGE OAK WEALTH ADVISORS LLC | 182,826 | $6M |
| Viaable, LLC | 133,961 | $4M |
| Global View Capital Management LLC | 79,031 | $2M |
| Concurrent Investment Advisors, LLC | 69,892 | $2M |
| Sanctuary Advisors, LLC | 62,335 | $2M |
| United Advisor Group, LLC | 56,603 | $2M |
| Global Retirement Partners, LLC | 47,937 | $1M |
| Balefire, LLC | 44,184 | $1M |
| WORLD EQUITY GROUP, INC. | 43,232 | $1M |
| SWMG, LLC | 38,853 | $1M |
| Legacy Wealth Partners, LLC | 36,154 | $1M |
| Hutchens & Kramer Investment Manage | 33,141 | $1M |
| Fulcrum Equity Management | 29,836 | $917K |
| MILLINGTON SECURITIES, LLC | 28,730 | $883K |
| OneDigital Investment Advisors LLC | 25,153 | $773K |
| JANE STREET GROUP, LLC | 19,485 | $599K |
| KINGSWOOD WEALTH ADVISORS, LLC | 18,927 | $582K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Macco Financial Group, Inc. | 101,870 | $3M |
| Forthright Family Wealth Advisory L | 72,624 | $2M |
| PLANWISER FINANCIAL, LLC | 65,029 | $2M |
| Elevation Capital Advisory, LLC | 41,729 | $1M |
| VERUS CAPITAL PARTNERS, LLC | 36,941 | $1M |
| Keel Point, LLC | 33,000 | $1M |
| Integrity Advisory Solutions, LLC | 24,681 | $759K |
| Integrated Advisors Network LLC | 23,402 | $719K |
| GTS SECURITIES LLC | 23,295 | $716K |
| TWO SIGMA SECURITIES, LLC | 20,555 | $632K |
| OPPENHEIMER & CO INC | 14,530 | $447K |
| Triad Wealth Partners, LLC | 14,426 | $443K |
| Point Nemo Capital, LLC | 14,349 | $441K |
| Orion Porfolio Solutions, LLC | 13,564 | $417K |
| CORNERSTONE ADVISORS ASSET MANAGEME | 13,367 | $411K |
| Lunt Capital Management, Inc. | 12,260 | $377K |
| RMR Wealth Builders | 11,273 | $347K |
| Envestnet Portfolio Solutions, Inc. | 10,699 | $329K |
| CacheTech Inc. | 10,196 | $313K |
| CHATHAM CAPITAL GROUP, INC. | 10,000 | $307K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +1,719,104 | +77.6% | 3,934,329 |
| BANK OF AMERICA CORP /DE | +1,113,547 | +82.9% | 2,456,048 |
| CITADEL ADVISORS LLC | +531,146 | +2914.4% | 549,371 |
| Cetera Investment Advisers | +451,980 | +81.4% | 1,007,464 |
| New York Life Investment Management | +450,225 | +29.7% | 1,967,252 |
| ASSETMARK, INC | +428,032 | +30164.3% | 429,451 |
| ENVESTNET ASSET MANAGEMENT INC | +413,910 | +18.1% | 2,699,472 |
| AMERIPRISE FINANCIAL INC | +295,244 | +7.7% | 4,105,014 |
| CoreCap Advisors, LLC | +283,128 | +32283.7% | 284,005 |
| STATE STREET CORP | +249,190 | +36.0% | 941,322 |
| MILESTONE ASSET MANAGEMENT, LLC | +235,168 | +41.9% | 796,500 |
| Mosley Wealth Management | +191,211 | +1806.1% | 201,798 |
| Atria Investments, Inc | +151,683 | +77.6% | 347,151 |
| Cornerstone Management, Inc. | +139,237 | +19.0% | 872,431 |
| MFA WEALTH ADVISORS, LLC | +129,824 | +16.2% | 930,045 |
| JPMORGAN CHASE & CO | +129,426 | +47.2% | 403,917 |
| RAYMOND JAMES FINANCIAL INC | +128,251 | +17.8% | 847,170 |
| WESCAP Management Group, Inc. | +84,428 | +12.0% | 790,575 |
| SYKON CAPITAL LLC | +82,812 | +288.9% | 111,473 |
| Sovran Advisors, LLC | +81,834 | +684.0% | 93,798 |