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Ishare Fltng RT LN AV ETF-Ui (BRLN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares103,377 from 130,261
Change-26,884 (-21%)
Value$5.3M (-$1.4M)
Filed 2026-11-06
Sunrise Financial Services, LLC
DECREASED
Shares52,078 from 52,352
Change-274 (-1%)
Value$2.6M (-$19.2K)
Filed 2026-10-21
Turning Point Benefit Group, Inc.
INCREASED
Shares32,600 from 31,380
Change+1,220 (+4%)
Value$1.6M (+$46.0K)
Filed 2026-10-28
Sovran Advisors, LLC
INCREASED
Shares23,735 from 22,000
Change+1,735 (+8%)
Value$1.2M (+$84.2K)
Filed 2026-11-02
Outlook Wealth Advisors, LLC
INCREASED
Shares20,229 from 19,968
Change+261 (+1%)
Value$1.0M (+$11.3K)
Filed 2026-10-28
CWA Asset Management Group, LLC
INCREASED
Shares7,640 from 5,290
Change+2,350 (+44%)
Value$388.1K (+$118.9K)
Filed 2026-10-19
Occidental Asset Management, LLC
INCREASED
Shares7,396 from 7,324
Change+72 (+1%)
Value$375.7K (+$2.9K)
Filed 2026-11-05
Realta Investment Advisors
DECREASED
Shares6,478 from 6,767
Change-289 (-4%)
Value$329.1K (-$15.3K)
Filed 2026-10-14
Perigon Wealth Management, LLC
NEW
Shares4,874
Change+4,874
Value$247.6K
Filed 2026-10-22
Creative Financial Designs Inc
INCREASED
Shares2,841 from 1,221
Change+1,620 (+133%)
Value$144.3K (+$82.2K)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
NEW
Shares105
Change+105
Value$5.3K
Filed 2026-10-30
Wolff Wiese Magana LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$2.7K (-$5)
Filed 2026-10-15
Elm3 Financial Group, LLC
CLOSED
Shares0 from 14,312
Change-14,312 (-100%)
Value$0 (-$728.5K)
Filed 2026-10-07
Tactive Advisors, LLC
CLOSED
Shares0 from 6,296
Change-6,296 (-100%)
Value$0 (-$320.4K)
Filed 2026-10-08
CoreCap Advisors, LLC
CLOSED
Shares0 from 618
Change-618 (-100%)
Value$0 (-$31.5K)
Filed 2026-10-08
Farther Finance Advisors, LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$25.5K)
Filed 2026-10-08
Aventus Investment Advisors, Inc.
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$3.6K)
Filed 2026-10-09
OneDigital Investment Advisors LLC
N/A
Shares— from 36,311
Change-36,311 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 26,223
Change-26,223 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 13,919
Change-13,919 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 13,322
Change-13,322 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 13,001
Change-13,001 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 10,390
Change-10,390 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 8,998
Change-8,998 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 5,788
Change-5,788 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 5,050
Change-5,050 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,750
Change-4,750 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 4,593
Change-4,593 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 212
Change-212 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 207
Change-207 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 207
Change-207 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
DECREASED103,377130,261-26,884-21%$6.6M$5.3M-$1.4M2026-11-06
Sunrise Financial Services, LLC
DECREASED52,07852,352-274-1%$2.7M$2.6M-$19.2K2026-10-21
Turning Point Benefit Group, Inc.
INCREASED32,60031,380+1,220+4%$1.6M$1.6M+$46.0K2026-10-28
Sovran Advisors, LLC
INCREASED23,73522,000+1,735+8%$1.1M$1.2M+$84.2K2026-11-02
Outlook Wealth Advisors, LLC
INCREASED20,22919,968+261+1%$1.0M$1.0M+$11.3K2026-10-28
CWA Asset Management Group, LLC
INCREASED7,6405,290+2,350+44%$269.3K$388.1K+$118.9K2026-10-19
Occidental Asset Management, LLC
INCREASED7,3967,324+72+1%$372.8K$375.7K+$2.9K2026-11-05
Realta Investment Advisors
DECREASED6,4786,767-289-4%$344.4K$329.1K-$15.3K2026-10-14
Perigon Wealth Management, LLC
NEW4,874—+4,874——$247.6K—2026-10-22
Creative Financial Designs Inc
INCREASED2,8411,221+1,620+133%$62.1K$144.3K+$82.2K2026-11-04
Capital Investment Advisory Services, LLC
NEW105—+105——$5.3K—2026-10-30
Wolff Wiese Magana LLC
UNCHANGED545400%$2.7K$2.7K-$52026-10-15
Elm3 Financial Group, LLC
CLOSED014,312-14,312-100%$728.5K$0-$728.5K2026-10-07
Tactive Advisors, LLC
CLOSED06,296-6,296-100%$320.4K$0-$320.4K2026-10-08
CoreCap Advisors, LLC
CLOSED0618-618-100%$31.5K$0-$31.5K2026-10-08
Farther Finance Advisors, LLC
CLOSED0500-500-100%$25.5K$0-$25.5K2026-10-08
Aventus Investment Advisors, Inc.
CLOSED070-70-100%$3.6K$0-$3.6K2026-10-09
OneDigital Investment Advisors LLC
N/A—36,311-36,311-100%$1.8M———
Jane Street Group, LLC
N/A—26,223-26,223-100%$1.3M———
Cetera Investment Advisers
N/A—13,919-13,919-100%$708.4K———
Arax Advisory Partners
N/A—13,322-13,322-100%$678.1K———
Royal Bank of Canada
N/A—13,001-13,001-100%$662.0K———
Medallion Wealth Advisors, LLC
N/A—10,390-10,390-100%$528.9K———
Principal Securities, Inc.
N/A—8,998-8,998-100%$458.0K———
Mariner, LLC
N/A—5,788-5,788-100%$294.6K———
Kovack Advisors, Inc.
N/A—5,050-5,050-100%$254.2K———
Susquehanna International Group, LLP
N/A—4,750-4,750-100%$241.8K———
Tower Research Capital LLC (TRC)
N/A—4,593-4,593-100%$233.8K———
Osaic Holdings, Inc.
N/A—212-212-100%$10.8K———
BFC Planning, Inc.
N/A—207-207-100%$10.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—207-207-100%$10.5K———
Aptus Capital Advisors, LLC
N/A—50-50-100%$2.5K———
Morgan Stanley
N/A—1-1-100%$56———
Showing 33 of 33 institutions