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BlackRock Fltng RT Inc Strat (XFRAX)

CUSIP: 09255X100 | US | 440 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Marathon Strategic Advisors, LLC473,539
2.9% of portfolio›$5.0M
Edgemoor Investment Advisors, Inc.342,117
0.3% of portfolio›$3.6M
GraniteShares Advisors LLC240,961
1.7% of portfolio›$2.5M
LPL Financial LLC222,856
0.0% of portfolio›$2.3M
TT Capital Management LLC182,751
1.4% of portfolio›$1.9M
Commonwealth Equity Services, LLC163,471
0.0% of portfolio›$1.7M
Byrne Asset Management LLC134,900
0.8% of portfolio›$1.4M
Absolute Investment Advisers, LLC118,515
0.1% of portfolio›$1.2M
Pension & Wealth Management Advisors, Inc.95,529
0.2% of portfolio›$1.0M
Chicago Partners Investment Group LLC65,824
0.0% of portfolio›$652.3K
Wagner Wealth Management, LLC61,262
0.1% of portfolio›$645.7K
Lido Advisors, LLC59,373
0.0% of portfolio›$625.8K
Klingman & Associates, LLC51,374
0.0% of portfolio›$541.5K
Whitener Capital Management, Inc.41,142
0.1% of portfolio›$433.6K
Andrew Hill Investment Advisors, Inc.31,866
0.3% of portfolio›$335.9K
Virtue Asset Management LLC30,434
0.2% of portfolio›$320.8K
Legacy Financial Independent Advisors LLC29,580
0.2% of portfolio›$311.8K
Cambridge Investment Research Advisors, Inc.29,080
0.0% of portfolio›$307
Euro Pacific Asset Management, LLC28,200
0.0% of portfolio›$297.2K
CoreCap Advisors, LLC26,188
0.0% of portfolio›$276.0K
Melfa Wealth Management, Inc.26,099
0.2% of portfolio›$275.1K
Future Financial Wealth Managment LLC24,951
0.2% of portfolio›$263.0K
Kestra Advisory Services, LLC23,761
0.0% of portfolio›$250.4K
Wealth Enhancement Advisory Services, LLC23,757
0.0% of portfolio›$243.5K
Capital Investment Advisors, LLC23,311
0.0% of portfolio›$245.7K
Braeburn Wealth Management LLC20,000
0.1% of portfolio›$210.8K
Visionary Horizons, LLC18,089
0.1% of portfolio›$190.7K
Gill Capital Partners, LLC17,102
0.0% of portfolio›$180.3K
Allworth Financial LP15,000
0.0% of portfolio›$164.9K
Truist Financial Corp12,515
0.0% of portfolio›$131.9K
Stablepoint Partners, LLC12,310
0.0% of portfolio›$129.7K
Eastern Bank11,009
0.0% of portfolio›$116.0K
Alpha Omega Wealth Management LLC10,000
0.0% of portfolio›$105.4K
Creative Financial Designs Inc10,000
0.0% of portfolio›$105.4K
Lanark Financial, Inc.8,690
0.0% of portfolio›$91.6K
Fifth Third Bancorp3,997
0.0% of portfolio›$42.1K
PNC Financial Services Group, Inc.3,130
0.0% of portfolio›$33.0K
Highline Wealth Partners LLC250
0.0% of portfolio›$2.6K
Kimelman & Baird, LLC200
0.0% of portfolio›$2.1K
Citigroup Inc2
0.0% of portfolio›$21
StyleTurnoverLocationFiled
Marathon Strategic Advisors, LLC
473,539$5.0M2.9%ETFVery LowPittsburgh, PA2026-10-20
Edgemoor Investment Advisors, Inc.
342,117$3.6M0.3%CoreVery LowBethesda, MD2026-11-03
GraniteShares Advisors LLC
240,961$2.5M1.7%YieldMediumNew York, NY2026-10-29
LPL Financial LLC
222,856$2.3M0.0%IndexVery LowFort Mill, SC2026-11-06
TT Capital Management LLC
182,751$1.9M1.4%YieldMediumGilbert, AZ2026-10-15
Commonwealth Equity Services, LLC
163,471$1.7M0.0%ETFLowWaltham, MA2026-11-02
Byrne Asset Management LLC
134,900$1.4M0.8%CoreLowKingston, NJ2026-10-06
Absolute Investment Advisers, LLC
118,515$1.2M0.1%YieldHighRosemary Beach, FL2026-10-21
Pension & Wealth Management Advisors, Inc.
95,529$1.0M0.2%ETFLowWaltham, MA2026-10-16
Chicago Partners Investment Group LLC
65,824$652.3K0.0%GARPLowChicago, IL2026-10-27
Wagner Wealth Management, LLC
61,262$645.7K0.1%ETFLowGreenville, SC2026-10-21
Lido Advisors, LLC
59,373$625.8K0.0%GrowthLowLos Angeles, CA2026-11-04
Klingman & Associates, LLC
51,374$541.5K0.0%ETFVery LowNew York, NY2026-10-20
Whitener Capital Management, Inc.
41,142$433.6K0.1%CoreVery LowRocky Mount, NC2026-10-15
Andrew Hill Investment Advisors, Inc.
31,866$335.9K0.3%GrowthHighNaples, FL2026-10-22
Virtue Asset Management LLC
30,434$320.8K0.2%CoreLowBarrington, IL2026-10-21
Legacy Financial Independent Advisors LLC
29,580$311.8K0.2%CoreN/ALouisville, KY2026-11-02
Cambridge Investment Research Advisors, Inc.
29,080$3070.0%ETFLowFairfield, IA2026-11-02
Euro Pacific Asset Management, LLC
28,200$297.2K0.0%GARPLowDorado, PR2026-11-03
CoreCap Advisors, LLC
26,188$276.0K0.0%ETFMediumSouthfield, MI2026-10-08
Melfa Wealth Management, Inc.
26,099$275.1K0.2%YieldLowWestborough, MA2026-11-06
Future Financial Wealth Managment LLC
24,951$263.0K0.2%ETFMediumCincinnati, OH2026-10-15
Kestra Advisory Services, LLC
23,761$250.4K0.0%CoreLowAustin, TX2026-11-02
Wealth Enhancement Advisory Services, LLC
23,757$243.5K0.0%CoreLowPlymouth, MN2026-10-13
Capital Investment Advisors, LLC
23,311$245.7K0.0%CoreLowAtlanta, GA2026-10-22
Braeburn Wealth Management LLC
20,000$210.8K0.1%ETFMediumMuskegon, MI2026-10-15
Visionary Horizons, LLC
18,089$190.7K0.1%ETFLowKnoxville, TN2026-10-22
Gill Capital Partners, LLC
17,102$180.3K0.0%ETFLowDenver, CO2026-10-13
Allworth Financial LP
15,000$164.9K0.0%IndexLowFolsom, CA2026-11-06
Truist Financial Corp
12,515$131.9K0.0%CoreLowCharlotte, NC2026-10-30
Stablepoint Partners, LLC
12,310$129.7K0.0%CoreLowBraintree, MA2026-11-03
Eastern Bank
11,009$116.0K0.0%GrowthMediumBoston, MA2026-10-05
Alpha Omega Wealth Management LLC
10,000$105.4K0.0%ValueLowRichmond, VA2026-10-23
Creative Financial Designs Inc
10,000$105.4K0.0%ETFMediumKokomo, IN2026-11-04
Lanark Financial, Inc.
8,690$91.6K0.0%CoreMediumBirmingham, AL2026-10-26
Fifth Third Bancorp
3,997$42.1K0.0%IndexVery LowCincinnati, OH2026-11-05
PNC Financial Services Group, Inc.
3,130$33.0K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Highline Wealth Partners LLC
250$2.6K0.0%ETFMediumSherman Oaks, CA2026-10-19
Kimelman & Baird, LLC
200$2.1K0.0%CoreLowNew York, NY2026-11-03
Citigroup Inc
2$210.0%CoreMediumNew York, NY2026-11-04