BRLN Institutional Ownership & Shareholders
ISHARE FLTNG RT LN AV ETF-UI (BRLN) is currently held by 26 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $21.81M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of BRLN tracked by InsiderSet, reporting ownership valued at approximately $6.63M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.56M, representing an estimated loss of -1.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed BRLN value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Sunrise Financial Services, Llc, Onedigital Investment Advisors Llc, and several other long-term asset managers with concentrated positions in ISHARE FLTNG RT LN AV ETF-UI (BRLN).
This page ranks the largest institutional BRLN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
26
Total Reported Value
$21.81M
Largest Holder
Lpl Financial Llc
Largest Position
$6.63M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
38
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 130,261 | $6,630,293 | $6,557,339 | -$72,954 | -1.10% | |
| Sunrise Financial Services, Llc | 1.47% | 52,078 | $2,645,544 | $2,621,607 | -$23,937 | -0.90% | |
| Onedigital Investment Advisors Llc | 0.02% | 36,311 | $1,848,252 | $1,827,896 | -$20,356 | -1.10% | |
| Turning Point Benefit Group, Inc. | 0.67% | 32,600 | $1,643,203 | $1,641,084 | -$2,119 | -0.13% | |
| Jane Street Group, Llc | 0.00% | 26,223 | $1,334,751 | $1,320,066 | -$14,685 | -1.10% | |
| Sovran Advisors, Llc | 0.08% | 23,735 | $1,199,686 | $1,194,820 | -$4,866 | -0.41% | |
| Outlook Wealth Advisors, Llc | 0.22% | 20,229 | $1,027,613 | $1,018,328 | -$9,285 | -0.90% | |
| Cetera Investment Advisers | 0.00% | 13,919 | $708,432 | $700,682 | -$7,750 | -1.09% | |
| Arax Advisory Partners | 0.00% | 13,322 | $678,090 | $670,629 | -$7,461 | -1.10% | |
| Royal Bank Of Canada | 0.00% | 13,001 | $662,000 | $654,470 | -$7,530 | -1.14% | |
| Medallion Wealth Advisors, Llc | 0.17% | 10,390 | $528,850 | $523,033 | -$5,817 | -1.10% | |
| Principal Securities, Inc. | 0.01% | 8,998 | $457,998 | $452,959 | -$5,039 | -1.10% | |
| Cwa Asset Management Group, Llc | 0.01% | 7,640 | $388,112 | $384,598 | -$3,514 | -0.91% | |
| Occidental Asset Management, Llc | 0.04% | 7,324 | $372,776 | $368,690 | -$4,086 | -1.10% | |
| Realta Investment Advisors | 0.10% | 6,478 | $329,103 | $326,103 | -$3,000 | -0.91% | |
| Mariner, Llc | 0.00% | 5,788 | $294,604 | $291,368 | -$3,236 | -1.10% | |
| Kovack Advisors, Inc. | 0.01% | 5,050 | $254,167 | $254,217 | +$50 | +0.02% | |
| Perigon Wealth Management, Llc | 0.00% | 4,874 | $247,599 | $245,357 | -$2,242 | -0.91% | |
| Susquehanna International Group, Llp | 0.00% | 4,750 | $241,775 | $239,115 | -$2,660 | -1.10% | |
| Tower Research Capital Llc (Trc) | 0.01% | 4,593 | $233,784 | $231,212 | -$2,572 | -1.10% | |
| Creative Financial Designs Inc | 0.00% | 1,221 | $62,145 | $61,465 | -$680 | -1.09% | |
| Osaic Holdings, Inc. | 0.00% | 212 | $10,790 | $10,672 | -$118 | -1.09% | |
| Capital Investment Advisory Services, Llc | 0.00% | 105 | $5,334 | $5,286 | -$48 | -0.91% | |
| Wolff Wiese Magana Llc | 0.00% | 54 | $2,744 | $2,718 | -$26 | -0.93% | |
| Aptus Capital Advisors, Llc | 0.00% | 50 | $2,545 | $2,517 | -$28 | -1.10% | |
| Morgan Stanley | 0.00% | 1 | $56 | $50 | -$6 | -10.11% |
Frequently asked questions about BRLN
Who are the largest institutional holders of BRLN?
The largest institutional holders of BRLN reported in the latest SEC Form 13F filings include Lpl Financial Llc, Sunrise Financial Services, Llc, Onedigital Investment Advisors Llc, Turning Point Benefit Group, Inc., and Jane Street Group, Llc. InsiderSet ranks institutional holders by their latest reported BRLN position.
What is BRLN institutional ownership?
This page tracks BRLN positions reported by institutional investment managers through SEC Form 13F. ISHARE FLTNG RT LN AV ETF-UI (BRLN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BRLN?
InsiderSet currently tracks 26 institutional managers reporting BRLN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BRLN shareholders.
How much BRLN stock do institutions own?
Institutional investment managers disclosed approximately $21.81M in BRLN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BRLN institutional ownership last updated?
The latest BRLN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BRLN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BRLN position after the reporting date.
Are institutions buying or selling BRLN?
Institutional buying and selling can be analyzed by comparing BRLN positions across consecutive 13F reporting periods. InsiderSet's BRLN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BRLN ownership changes.
How has BRLN institutional ownership changed over time?
InsiderSet tracks BRLN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.