FALN

Ishares Fallen Angels ETFETF
UnclassifiedUSCUSIP 46435G474◍ Confluence graph
Tracked 13F Holders
268
-73 QoQ
13F Value (tracked)
$974.8M
13F Moves · latest Q
37 added
10 trimmed
Recent Filings
0

Who owns FALN?

268 tracked 13F filers

268 tracked 13F filers disclose a position in FALN as of the latest SEC 13F filings, a combined $974.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1BANK OF AMERICA CORP /DE/
$200.9M
7.5M
+3.5%
Added · +253K sh
Q1 2026
2MORGAN STANLEY
$96.8M
3.6M
+5.3%
Added · +182K sh
Q1 2026
3LPL Financial LLC
$62.2M
2.3M
−4.2%
Reduced · −101K sh
Q1 2026
4Allworth Financial LP
$37.1M
1.4M
+4.2%
Added · +56K sh
Q1 2026
5ALLIANCEBERNSTEIN L.P.
$26.2M
959K
−7.8%
Reduced · −81K sh
Q1 2026
6State of Tennessee, Department of Treasury
$24.7M
926K
−60%
Reduced · −1.4M sh
Q1 2026
7BlackRock, Inc.
$19.0M
713K
−23%
Reduced · −210K sh
Q1 2026
8Baker Avenue Asset Management, LP
$19.2M
704K
+3.4%
Added · +23K sh
Q2 2026
9NOVEM GROUP
$18.7M
687K
+4.2%
Added · +28K sh
Q2 2026
10AMERIPRISE FINANCIAL INC
$17.0M
634K
−7.3%
Reduced · −50K sh
Q1 2026
11TOEWS CORP /ADV
$16.5M
604K
New
+604K sh
Q2 2026
12NOMURA ASSET MANAGEMENT CO LTD
$15.9M
596K
+0.3%
Added · +2K sh
Q1 2026
13UBS Group AG
$14.2M
532K
−3.4%
Reduced · −19K sh
Q1 2026
14Cetera Investment Advisers
$14.0M
525K
−1.4%
Reduced · −7K sh
Q1 2026
15State of New Jersey Common Pension Fund D
$14.3M
525K
Held
Q2 2026
16Creative Planning
$12.7M
474K
−4.7%
Reduced · −23K sh
Q1 2026
17Breakwater Capital Group
$10.5M
386K
+7.3%
Added · +26K sh
Q2 2026
18ENVESTNET ASSET MANAGEMENT INC
$10.1M
378K
+13%
Added · +44K sh
Q1 2026
19COMMONWEALTH EQUITY SERVICES, LLC
$9.5M
354K
+62%
Added · +135K sh
Q1 2026
20EP Wealth Advisors, LLC
$9.5M
349K
16×
Added · +327K sh
Q2 2026
21NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$8.9M
333K
+97%
Added · +164K sh
Q1 2026
22OSAIC HOLDINGS, INC.
$8.0M
298K
−10%
Reduced · −33K sh
Q1 2026
23HF Advisory Group, LLC
$8.0M
294K
+9.4%
Added · +25K sh
Q2 2026
24Prepared Retirement Institute LLC
$7.3M
269K
+0.9%
Added · +2K sh
Q2 2026
25CAPITAL WEALTH MANAGEMENT, LLC
$7.3M
267K
+9.3%
Added · +23K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is FALN being bought or sold by institutions?

Last quarter, 5 funds opened a new position in FALN and 32 added to an existing one, while 10 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
5
funds
Added
32
funds
Reduced
10
funds
Exited
0
funds

Funds that own FALN also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT143 funds$26.7B
NVIDIA CORPNVDA142 funds$36.9B
APPLE INCAAPL140 funds$27.6B
AMAZON.COM INCAMZN139 funds$20.8B
ALPHABET INC-CL AGOOGL135 funds$11.3B
INVESCO QQQ TRUST SERIES 1QQQ135 funds$5.2B
ALPHABET INC-CL CGOOG133 funds$17.7B
SS SPDR S&P 500 ETF TRUST-USSPY132 funds$5.8B
META PLATFORMS INC-CLASS AMETA130 funds$12.6B
JPMORGAN CHASE & COJPM130 funds$5.7B
BERKSHIRE HATHAWAY INC-CL BBRK/B130 funds$4.8B
JOHNSON & JOHNSONJNJ129 funds$5.1B

Ranked by how many of FALN's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

187 funds+8 since Q3 2024
0130260Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $326.8M

Share classes

Class13F holdersValue held
ESGUmc776 funds$10.3B
ESGDmc692 funds$7.9B
IDEVmc663 funds$23.3B
IAGGmc543 funds$9.9B
IBDRmc409 funds$2.4B
ICVTmc376 funds$2.3B
IVLUmc349 funds$2.8B
SUSBmc310 funds$734.9M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in FALN

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FALN/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FALN.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FALN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.