Who Owns iShares Floating Rate Bond ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares Floating Rate Bond ETF.
Who crossed 5% of FLOT →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Shira Ridge Wealth ManagementFLTG RATE NT ETF234.2K shadded | $12M |
| FC Advisory LLCFLTG RATE NT ETF176.9K shadded | $9M |
| Castle Rock Wealth Management, LLCFLTG RATE NT ETF111.9K shtrimmed | $5.7M |
| Monument Capital ManagementFLTG RATE NT ETF106.8K shadded | $5.5M |
| Farther Finance Advisors, LLCETF101.4K shadded | $5.2M |
| Lake Hills Wealth Management, LLCFLTG RATE NT ETF99.7K shtrimmed | $5.1M |
| Baring Financial LLCFLTG RATE NT ETF96.5K shadded | $4.9M |
| Weaver Consulting GroupFLTG RATE NT ETF94.8K shtrimmed | $4.8M |
| Insight Wealth Strategies, LLCFLTG RATE NT ETF88.9K shadded | $4.5M |
| THRYVE WEALTH MANAGEMENT LLCFLTG RATE NT ETF73.5K shtrimmed | $3.8M |
| Buska Wealth Management, LLCFLTG RATE NT ETF63.3K shtrimmed | $3.2M |
| Galvin, Gaustad & Stein, LLCFLTG RATE NT ETF38K sh— | $1.9M |
| WALLER FINANCIAL PLANNING GROUP, INCFLTG RATE NT ETF37.5K shtrimmed | $1.9M |
| Worth Asset Management, LLCETF27.9K shtrimmed | $1.4M |
| Nautilus Advisors LLCFLTG RATE NT ETF17.9K shadded | $911.3K |
| EPIQ PARTNERS, LLCFLTG RATE NT ETF17.4K shadded | $890K |
| Avidian Wealth Enterprises, LLCFLTG RATE NT ETF16K shadded | $817.5K |
| STEPHENS GROUP ASSET MANAGEMENT, LLCFLTG RATE NT ETF14K shheld | $713.9K |
| First Heartland Consultants, Inc.FLTG RATE NT ETF11K shadded | $560.2K |
| ARGUS INVESTORS' COUNSEL, INC.COM9.4K shheld | $480.6K |
| Valeo Financial Advisors, LLCETF6.5K sh— | $334.2K |
| Balefire, LLCFLTG RATE NT ETF6.4K shtrimmed | $328.5K |
| CoreCap Advisors, LLCETF1.3K shtrimmed | $68.2K |
| ELEVATION WEALTH PARTNERS, LLCFLTG RATE NT ETF674 shadded | $34.4K |
| TOMPKINS FINANCIAL CORPFLTG RATE NT ETF492 shheld | $25.1K |
| GILPIN WEALTH MANAGEMENT, LLCFLTG RATE NT ETF471 shadded | $24K |
| Central Pacific Bank - Trust DivisionFLTG RATE NT ETF183 shheld | $9.3K |
| Bank of New HampshireFLTG RATE NT ETF25 shheld | $1.3K |
| MJT & Associates Financial Advisory Group, Inc.ETF6 shheld | $307 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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