Who owns iShares Floating Rate Loan Active ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BRLN from SEC Form 13F filings across 29 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 29 institutions disclosed 441,021 shares of iShares Floating Rate Loan Active ETF worth $22.4M — about 41.9% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
29
13F holders
$22.4M
value, 2026 filers
41.9%
of shares outstanding (441,021 sh)
5
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BRLN's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 130,261 | $6.6M | 0.0% | 12.4% | +9.4% |
| 2 | Sunrise Financial Services, LLC | 52,352 | $2.7M | 1.6% | 5% | +8.9% |
| 3 | OneDigital Investment Advisors LLCNEW | 36,311 | $1.8M | 0.0% | 3.5% | new |
| 4 | Turning Point Benefit Group, Inc. | 31,380 | $1.6M | 0.7% | 3% | +11.3% |
| 5 | JANE STREET GROUP, LLC | 26,223 | $1.3M | 0.0% | 2.5% | +50.7% |
| 6 | Sovran Advisors, LLC | 22,000 | $1.1M | 0.1% | 2.1% | +88.8% |
| 7 | Outlook Wealth Advisors, LLC | 19,968 | $1.0M | 0.2% | 1.9% | -34.4% |
| 8 | Elm3 Financial Group, LLC | 14,312 | $728,483 | 0.5% | 1.4% | +0.1% |
| 9 | Cetera Investment Advisers | 13,919 | $708,432 | 0.0% | 1.3% | +4.2% |
| 10 | Arax Advisory Partners | 13,322 | $678,090 | 0.0% | 1.3% | +191.3% |
| 11 | ROYAL BANK OF CANADA | 13,001 | $662,000 | 0.0% | 1.2% | +31.4% |
| 12 | Medallion Wealth Advisors, LLC | 10,390 | $528,850 | 0.2% | 1% | -24.8% |
| 13 | PRINCIPAL SECURITIES, INC. | 8,998 | $457,998 | 0.0% | 0.9% | +1.0% |
| 14 | Occidental Asset Management, LLC | 7,324 | $372,776 | 0.0% | 0.7% | +57.6% |
| 15 | Realta Investment Advisors | 6,767 | $344,421 | 0.1% | 0.6% | -1.4% |
| 16 | Tactive Advisors, LLC | 6,296 | $320,449 | 0.1% | 0.6% | +5.2% |
| 17 | Mariner, LLCNEW | 5,788 | $294,604 | 0.0% | 0.6% | new |
| 18 | CWA Asset Management Group, LLCNEW | 5,290 | $269,261 | 0.0% | 0.5% | new |
| 19 | Kovack Advisors, Inc. | 5,050 | $254,167 | 0.0% | 0.5% | -6.0% |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 4,750 | $241,775 | 0.0% | 0.5% | new |
| 21 | Tower Research Capital LLC (TRC) | 4,593 | $233,784 | 0.0% | 0.4% | -82.5% |
| 22 | CREATIVE FINANCIAL DESIGNS INC /ADV | 1,221 | $62,145 | 0.0% | 0.1% | +90.2% |
| 23 | CoreCap Advisors, LLC | 618 | $31,456 | 0.0% | 0.1% | -40.3% |
| 24 | Farther Finance Advisors, LLC | 500 | $25,450 | 0.0% | 0% | -83.3% |
| 25 | OSAIC HOLDINGS, INC. | 212 | $10,790 | 0.0% | 0% | +123.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.