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Disclosery

FALN ISHARES TR

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ETF (fund)

Filings received so far for Q3 2026: 18 13F filers report a position in FALN shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Breakwater Capital Group379,907$9.85M1.17%-5,85513F-HRTimeline
HF Advisory Group, LLC322,026$8.35M2.49%+27,91813F-HRTimeline
Independence Financial Advisors, LLC278,978$7.23M1.82%+22,02313F-HRTimeline
Sherry Group, Inc.80,215$2.08M1.95%+60613F-HRTimeline
Coastline Trust Co68,060$1.76M0.16%-11,76013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.45,738$1.19M0.07%+15,55713F-HRTimelineGroup
M.E. ALLISON & CO., INC.45,264$1.17M0.66%+4213F-HRTimeline
Farther Finance Advisors, LLC42,615$1.11M0.01%-3,56513F-HRTimeline
Kaizen Financial Strategies37,517$973K0.38%+14,05313F-HRTimeline
Exchange Bank24,979$648K0.4%013F-HRTimeline
Box Hill Private Wealth LLC12,118$314K0.23%+48313F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC10,548$274K0.18%+7613F-HRTimeline
Bank of New Hampshire6,955$180K0.04%-12613F-HRTimeline
CoreCap Advisors, LLC2,784$72.2K<0.01%+42513F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,423$36.9K0.02%-20513F-HRTimeline
Rosenberg Matthew Hamilton432$11.2K<0.01%-913F-HRTimeline
Grove Bank & Trust27$700<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC4$111<0.01%013F-HRTimeline