FLTR Institutional Ownership
VanEck IG Floating Rate ETF
1W: +0.1%
1M: -0.0%
3M: -0.1%
YTD: +0.8%
1Y: +1.0%
3Y: +14.5%
5Y: +21.7%
$25.51
+0.00 (+0.00%)
Weekly Expected Move ±0.2%
$25
$25
$26
$26
$26
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — FLTR
284
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
34
New Positions
110
Increased
109
Reduced
28
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (307 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 4,555,378 | $116M | +346,612 | +8.2% | 39Q | SEC ↗ |
| 2 | Wealthfront Advisers LLC | 4,554,828 | $116M | -8,551 | -0.2% | 15Q | SEC ↗ |
| 3 | LPL Financial LLC | 4,274,213 | $109M | -392,925 | -8.4% | 41Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 3,403,550 | $87M | +1,708,700 | +100.8% | 15Q | SEC ↗ |
| 5 | Kensington Asset Management, LLC | 3,314,952 | $85M | +325,573 | +10.9% | 5Q | SEC ↗ |
| 6 | Pinnacle Wealth Planning Services, Inc | 3,153,628 | $80M | -865,790 | -21.5% | 31Q | SEC ↗ |
| 7 | MORGAN STANLEY | 2,554,661 | $65M | +182,545 | +7.7% | 41Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 2,045,817 | $52M | -23,278 | -1.1% | 7Q | SEC ↗ |
| 9 | UBS Group AG | 1,802,790 | $46M | -738,455 | -29.1% | 41Q | SEC ↗ |
| 10 | Fusion Capital, LLC | 1,526,730 | $39M | +89,302 | +6.2% | 16Q | SEC ↗ |
| 11 | Insight Wealth Strategies, LLC NEW | 1,105,715 | $28M | — | +0.0% | 1Q | SEC ↗ |
| 12 | Twelve Points Wealth Management LLC | 1,104,702 | $28M | +102,319 | +10.2% | 7Q | SEC ↗ |
| 13 | AMERIPRISE FINANCIAL INC | 1,056,143 | $27M | +332,731 | +46.0% | 16Q | SEC ↗ |
| 14 | Creative Planning | 817,993 | $21M | -11,623 | -1.4% | 7Q | SEC ↗ |
| 15 | LANE BROTHERS & CO INC | 670,630 | $17M | +48,772 | +7.8% | 3Q | SEC ↗ |
| 16 | Demars Financial Group, LLC | 660,006 | $17M | +83,576 | +14.5% | 27Q | SEC ↗ |
| 17 | MML INVESTORS SERVICES, LLC | 595,180 | $15M | +119,371 | +25.1% | 36Q | SEC ↗ |
| 18 | Deseret Mutual Benefit Administrators | 581,638 | $15M | +123,316 | +26.9% | 24Q | SEC ↗ |
| 19 | Cambridge Investment Research Advisors | 576,532 | $15M | -61,210 | -9.6% | 36Q | SEC ↗ |
| 20 | White Pine Investment CO | 575,230 | $15M | +19,905 | +3.6% | 29Q | SEC ↗ |
| 21 | Strategic Financial Concepts, LLC | 528,739 | $13M | -14,495 | -2.7% | 2Q | SEC ↗ |
| 22 | Corient Private Wealth LP | 511,822 | $13M | +178,464 | +53.5% | 3Q | SEC ↗ |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 487,112 | $12M | -104,208 | -17.6% | 41Q | SEC ↗ |
| 24 | PARSONS CAPITAL MANAGEMENT INC/RI | 486,022 | $12M | -15,121 | -3.0% | 7Q | SEC ↗ |
| 25 | Kingsview Wealth Management, LLC | 480,200 | $12M | +38,697 | +8.8% | 4Q | SEC ↗ |
| 26 | All Terrain Financial Advisors, LLC | 442,042 | $11M | +257,570 | +139.6% | 35Q | SEC ↗ |
| 27 | STIFEL FINANCIAL CORP | 392,867 | $10M | +10,653 | +2.8% | 38Q | SEC ↗ |
| 28 | Cetera Investment Advisers | 392,618 | $10M | -26,477 | -6.3% | 15Q | SEC ↗ |
| 29 | Gotham Asset Management, LLC NEW | 392,126 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 30 | Anson Capital, Inc. | 383,146 | $10M | +15,190 | +4.1% | 18Q | SEC ↗ |
| 31 | OSAIC HOLDINGS, INC. | 380,015 | $10M | -30,074 | -7.3% | 26Q | SEC ↗ |
| 32 | ELEVATUS WELATH MANAGEMENT | 378,035 | $10M | +26,197 | +7.4% | 4Q | SEC ↗ |
| 33 | FAS Wealth Partners, Inc. | 372,818 | $10M | +7,825 | +2.1% | 32Q | SEC ↗ |
| 34 | VISTA INVESTMENT MANAGEMENT | 341,380 | $9M | +9,152 | +2.8% | 24Q | SEC ↗ |
| 35 | Virtue Capital Management, LLC | 325,849 | $8M | +143,054 | +78.3% | 17Q | SEC ↗ |
| 36 | Arete Wealth Advisors, LLC | 325,376 | $8M | +768 | +0.2% | 22Q | SEC ↗ |
| 37 | COMPASS FINANCIAL MANAGEMENT LLC NEW | 319,364 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 38 | AlphaStar Capital Management, LLC | 303,888 | $8M | +18,739 | +6.6% | 12Q | SEC ↗ |
| 39 | Destiny Wealth Partners, LLC | 280,947 | $7M | -13,218 | -4.5% | 9Q | SEC ↗ |
| 40 | Geneos Wealth Management Inc. | 272,944 | $7M | +13,077 | +5.0% | 17Q | SEC ↗ |
| 41 | Ferguson Shapiro LLC NEW | 258,711 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 42 | Systelligence, LLC | 251,058 | $6M | +205,229 | +447.8% | 12Q | SEC ↗ |
| 43 | PENSION & WEALTH MANAGEMENT ADVISORS, | 243,513 | $6M | +7,509 | +3.2% | 15Q | SEC ↗ |
| 44 | JONES FINANCIAL COMPANIES LLLP | 239,768 | $6M | +67,740 | +39.4% | 11Q | SEC ↗ |
| 45 | Montis Financial, LLC | 239,348 | $6M | +13,469 | +6.0% | 11Q | SEC ↗ |
| 46 | Bensler, LLC | 226,117 | $6M | -28,875 | -11.3% | 14Q | SEC ↗ |
| 47 | KFA Private Wealth Group, LLC | 220,459 | $6M | +26,679 | +13.8% | 18Q | SEC ↗ |
| 48 | CWC Advisors, LLC. | 213,211 | $5M | +6,678 | +3.2% | 6Q | SEC ↗ |
| 49 | Sovran Advisors, LLC | 212,498 | $5M | +117,678 | +124.1% | 7Q | SEC ↗ |
| 50 | Bellars Harris Wealth Management, LLC NEW | 185,994 | $5M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Insight Wealth Strategies, LLC | 1,105,715 | $28M |
| Gotham Asset Management, LLC | 392,126 | $10M |
| COMPASS FINANCIAL MANAGEMENT LLC | 319,364 | $8M |
| Ferguson Shapiro LLC | 258,711 | $7M |
| Bellars Harris Wealth Management, L | 185,994 | $5M |
| MISSION WEALTH MANAGEMENT, LP | 170,617 | $4M |
| Focus Financial Network, Inc. | 166,592 | $4M |
| J. M. Brown & Associates Inc. | 131,784 | $3M |
| Global Retirement Partners, LLC | 105,021 | $3M |
| Coppell Advisory Solutions LLC | 95,845 | $2M |
| Ascent Advisors, LLC | 94,160 | $2M |
| VISTA INVESTMENT PARTNERS II, LLC | 88,649 | $2M |
| TD Waterhouse Canada Inc. | 77,195 | $2M |
| Fortune Financial Group, Inc. | 51,577 | $1M |
| VIMA LLC | 49,994 | $1M |
| Warner Group LLC | 32,202 | $821K |
| JANE STREET GROUP, LLC | 24,022 | $613K |
| Mutual Advisors, LLC | 16,332 | $417K |
| Ameritas Advisory Services, LLC | 15,780 | $403K |
| FIG FINANCIAL ADVISORY SERVICES INC | 13,967 | $356K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Ocean Park Asset Management, LLC | 412,000 | $11M |
| RENAISSANCE TECHNOLOGIES LLC | 270,217 | $7M |
| WealthShield Partners, LLC | 209,139 | $5M |
| CPC Advisors, LLC | 169,670 | $4M |
| John A. Wolfe & Associates, Inc. | 129,147 | $3M |
| Clark Capital Management Group, Inc | 103,011 | $3M |
| Tower Research Capital LLC (TRC) | 63,785 | $2M |
| Hilltop Holdings Inc. | 35,195 | $898K |
| CITADEL ADVISORS LLC | 33,085 | $844K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 32,293 | $824K |
| FLOW TRADERS U.S. LLC | 26,873 | $686K |
| Q3 Asset Management | 23,860 | $609K |
| HRT FINANCIAL LP | 21,111 | $539K |
| Balanced Rock Investment Advisors L | 19,013 | $485K |
| Trevian Wealth Management LLC | 16,850 | $430K |
| StoneX Group Inc. | 16,002 | $408K |
| Magnus Financial Group LLC | 15,662 | $400K |
| Focus Partners Wealth | 15,024 | $383K |
| Gateway Wealth Partners, LLC | 13,516 | $345K |
| Sequoia Financial Advisors, LLC | 13,362 | $341K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +1,708,700 | +100.8% | 3,403,550 |
| WELLS FARGO & COMPANY/MN | +346,612 | +8.2% | 4,555,378 |
| AMERIPRISE FINANCIAL INC | +332,731 | +46.0% | 1,056,143 |
| Kensington Asset Management, LLC | +325,573 | +10.9% | 3,314,952 |
| All Terrain Financial Advisors, LLC | +257,570 | +139.6% | 442,042 |
| Systelligence, LLC | +205,229 | +447.8% | 251,058 |
| MORGAN STANLEY | +182,545 | +7.7% | 2,554,661 |
| Corient Private Wealth LP | +178,464 | +53.5% | 511,822 |
| Virtue Capital Management, LLC | +143,054 | +78.3% | 325,849 |
| Deseret Mutual Benefit Administrato | +123,316 | +26.9% | 581,638 |
| MML INVESTORS SERVICES, LLC | +119,371 | +25.1% | 595,180 |
| Sovran Advisors, LLC | +117,678 | +124.1% | 212,498 |
| Twelve Points Wealth Management LLC | +102,319 | +10.2% | 1,104,702 |
| Fusion Capital, LLC | +89,302 | +6.2% | 1,526,730 |
| Demars Financial Group, LLC | +83,576 | +14.5% | 660,006 |
| EverSource Wealth Advisors, LLC | +71,010 | +6996.1% | 72,025 |
| JONES FINANCIAL COMPANIES LLLP | +67,740 | +39.4% | 239,768 |
| Private Advisory Group LLC | +53,792 | +42.8% | 179,412 |
| ROYAL BANK OF CANADA | +51,362 | +43.2% | 170,242 |
| LANE BROTHERS & CO INC | +48,772 | +7.8% | 670,630 |