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Disclosery

FLOT ISHARES TR

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SHS (fund)

680 managers (691 13F filers) reported a position in FLOT shares at 2026-06-30, 121,131,795 shares in all. 78 filers opened a position and 53 filers sold out during the quarter.

Managers
680
13F filers
691
New
78
Added
288
Reduced
212
Sold out
53
Shares held by filers
121,131,795

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
WHITE PINE CAPITAL LLC73,315$3.74M0.88%-21,55413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…72,912$3.72M0.13%+2,93513F-HRTimelineGroup
LCNB CORP72,295$3.69M1.13%+28,16613F-HRTimeline
D.A. DAVIDSON & CO.71,990$3.68M0.02%+3,00213F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.71,864$3.67M0.21%+7,92813F-HRTimeline
Bleakley Financial Group, LLC71,239$3.64M0.05%-47413F-HRTimeline
Elmwood Wealth Management, Inc.70,506$3.6M0.9%+4,99613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…69,925$3.57M<0.01%+11,55813F-HRTimelineGroup
Kingsview Wealth Management, LLC69,922$3.57M0.04%-1,79613F-HRTimeline
Princeton Global Asset Management LLC68,656$3.5M0.5%-13513F-HRTimeline
Oxinas Partners, LLC66,830$3.41M1.34%+9,63213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…66,770$3.41M0.01%+4,62513F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.65,811$3.36M0.14%+98413F-HRTimelineGroup
Sidoxia Capital Management, LLC65,328$3.34M2.44%+2,12013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …65,208$3.33M0.02%+14,42913F-HRTimelineGroup
Blue Capital, Inc.64,831$3.31M2.1%-5,74313F-HRTimeline
Wealthspire Retirement, LLC64,068$3.27M0.18%+1,90313F-HRTimeline
XY Planning Network, Inc.63,859$3.26M0.41%+14,87913F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC63,551$3.24M0.24%+23,52513F-HRTimeline
PFG Advisors61,732$3.15M0.16%+3,19313F-HRTimeline
AdvisorNet Financial, Inc61,439$3.14M0.14%-6,67113F-HRTimeline
Integrated Wealth Concepts LLC60,717$3.1M0.02%+4,51513F-HR/ATimeline
Betterment LLC59,553$3.04M0.01%-82,06213F-HRTimeline
WRAPMANAGER INC59,141$3.02M0.94%+1,21413F-HRTimeline
Janney Montgomery Scott LLC59,106$3.02M0.01%+93913F-HRTimeline
Allianz SEgroup of 2 filers holding58,776$3M-114,185Timeline
Capital Asset Advisory Services LLC58,368$2.98M0.11%+3,07213F-HRTimeline
Atria Investments, Inc58,137$2.97M0.03%-106,14213F-HRTimeline
ARVEST INVESTMENTS, INC.57,147$2.92M0.35%+6,35413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…67,793$2.88M<0.01%+2,96313F-HRTimeline
Arkadios Wealth Advisors55,942$2.86M0.04%-1,74313F-HRTimeline
Crabel Capital Management, LLC55,850$2.85M2.08%new13F-HRTimeline
Hardworking Capital Advisors, LLC55,576$2.84M2.32%-1,48413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…53,811$2.75M0.04%+92013F-HRTimelineGroup
NorthRock Partners, LLC53,739$2.74M0.04%-7,06413F-HRTimeline
Allworth Financial LP53,661$2.74M0.01%-7,28913F-HRTimeline
Glass Jacobson Investment Advisors llc53,231$2.72M0.85%+2,15513F-HRTimeline
SlateStone Wealth, LLC51,521$2.63M0.2%+9,32613F-HRTimeline
Compass Financial Group, Inc. (Ohio)51,031$2.61M1.74%-1,00613F-HRTimeline
Collaborative Fund Advisors, LLC50,860$2.6M1.51%+11,31213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…49,835$2.54M0.22%-3,56413F-HRTimelineGroup
Aspen Wealth Management LLC49,340$2.52M0.43%-6,53113F-HRTimeline
CHATHAM CAPITAL GROUP, INC.49,060$2.5M0.32%-7,75013F-HRTimeline
Destiny Wealth Partners, LLC48,976$2.5M0.35%+1,65913F-HRTimeline
49 WEALTH MANAGEMENT, LLC48,729$2.49M0.47%new13F-HR/ATimeline
ALONGSIDE, LLC48,729$2.49M0.47%13F-HRTimeline
Western Wealth Management, LLC46,840$2.39M0.08%+22,81313F-HRTimeline
Bright Futures Wealth Management, LLC.46,687$2.38M1.54%-77113F-HRTimeline
TRB Wealth Management, LLC45,172$2.31M0.31%+1,75113F-HRTimeline
SageView Advisory Group, LLC43,983$2.25M0.07%+9,61013F-HRTimeline
Dynamic Advisor Solutions LLC43,760$2.23M0.06%+4,56913F-HRTimeline
Beacon Pointe Advisors, LLC43,600$2.23M0.01%+35,62513F-HRTimeline
Hudson Portfolio Management LLC42,587$2.17M1.64%+1,45013F-HRTimeline
Impact Partnership Wealth, LLC42,064$2.15M0.21%+8,33313F-HRTimeline
NWAM LLC41,344$2.11M0.11%+32,67613F-HRTimeline
TOEWS CORP /ADV41,228$2.1M0.31%013F-HRTimeline
Blue Fin Capital, Inc.40,589$2.07M0.3%+1,27413F-HRTimeline
Mayflower Financial Advisors, LLC40,442$2.06M0.18%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.40,409$2.06M0.08%+4,30913F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC39,827$2.03M0.42%+98613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV39,289$2.01M0.1%+3,78513F-HRTimeline
Compound Planning, Inc.38,743$1.98M0.05%-109,63013F-HRTimeline
HRT FINANCIAL LP38,385$1.96M<0.01%new13F-HRTimeline
QUANTUM FINANCIAL PARTNERS LLC38,230$1.95M1%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC37,336$1.91M0.04%+5,26313F-HRTimeline
Independent Advisor Alliance37,291$1.9M0.04%-72,45813F-HRTimeline
Sovran Advisors, LLC37,225$1.9M0.14%+2,33013F-HRTimeline
NTV Asset Management LLC36,941$1.89M0.18%-28013F-HRTimeline
WCG Wealth Advisors LLC36,376$1.86M0.04%+90613F-HRTimeline
Bigelow Investment Advisors, LLC36,083$1.84M0.67%-50513F-HRTimeline
Loudon Investment Management, LLC35,857$1.83M0.9%+7,92013F-HRTimeline
Smartleaf Asset Management LLC35,301$1.8M0.06%013F-HRTimeline
Outlook Wealth Advisors, LLC35,161$1.79M0.39%+14113F-HRTimeline
Bonfire Financial34,967$1.79M1.15%+63313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP34,675$1.77M0.01%-7,81413F-HRTimelineGroup
Callahan Advisors, LLC34,652$1.77M0.13%+57913F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding34,568$1.76M+18,636Timeline
Ceeto Capital Group, LLC34,500$1.76M0.48%+4,00013F-HRTimeline
TWO SIGMA SECURITIES, LLC34,319$1.75M0.15%+19,76613F-HRTimeline
Worth Asset Management, LLC34,134$1.74M0.56%+6,04013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC33,692$1.72M<0.01%-80013F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co33,520$1.71M0.07%-4,61613F-HRTimeline
O'ROURKE & COMPANY, Inc33,263$1.7M0.59%-29013F-HRTimeline
Fairlight Advisors33,255$1.7M1.38%13F-HRTimeline
SHUFRO ROSE & CO LLC33,000$1.68M0.1%013F-HRTimeline
IHT Wealth Management, LLC32,750$1.67M0.04%+8,01713F-HRTimeline
FIRST AMERICAN TRUST, FSB32,363$1.65M0.1%+1,00513F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC32,359$1.65M0.2%+3,40113F-HRTimeline
Independent Wealth Network Inc.32,300$1.65M0.42%-10,44113F-HRTimeline
Belpointe Asset Management LLC32,058$1.64M0.05%-31613F-HRTimeline
1 NORTH WEALTH SERVICES LLC31,936$1.63M0.53%+3,35013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC31,900$1.63M0.05%013F-HRTimeline
LANE BROTHERS & CO INC31,875$1.63M1.06%+3,76913F-HRTimeline
LANARK FINANCIAL, INC.31,872$1.63M0.11%-2,01813F-HRTimeline
WJ Wealth Management, LLC31,598$1.61M0.64%new13F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding30,484$1.56M-845Timeline
INTEGRITY ALLIANCE, LLC.30,199$1.54M0.05%-3,34313F-HRTimeline
SteelPeak Wealth, LLC30,059$1.53M0.04%+9,53313F-HRTimeline
Strategic Blueprint, LLC30,046$1.53M0.08%+4713F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…29,756$1.52M0.04%+18313F-HRTimeline
Gateway Wealth Partners, LLC29,446$1.5M0.09%+7,92613F-HRTimeline
Frisch Financial Group, Inc.29,046$1.48M0.25%+6,18113F-HRTimeline
Cunning Capital Partners, LP29,000$1.48M0.6%013F-HRTimeline
Royal Fund Management, LLC28,871$1.47M0.12%+1,74413F-HRTimeline
Csenge Advisory Group28,830$1.47M0.06%+1,24013F-HRTimeline
OLD NATIONAL BANCORP /IN/28,656$1.46M0.03%-18213F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC28,563$1.46M0.07%new13F-HRTimelineGroup
Roundview Capital LLC27,294$1.39M0.08%-44113F-HRTimeline
BLAIR WILLIAM & CO/IL27,148$1.39M<0.01%-59313F-HRTimeline
WEBSTER BANK, N. A.27,096$1.38M0.12%-2,00013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC26,720$1.36M0.09%-41013F-HRTimeline
Bryn Mawr Trust Advisors, LLC26,701$1.36M0.06%-3,05513F-HRTimeline
Ausdal Financial Partners, Inc.26,457$1.35M0.05%-5,64413F-HRTimeline
Beaird Harris Wealth Management, LLC26,103$1.33M0.08%-9,82213F-HRTimeline
Crewe Advisors LLC26,050$1.33M0.1%new13F-HRTimeline
WBH ADVISORY INC25,929$1.32M0.09%+1113F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC25,741$1.31M0.75%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC25,608$1.31M0.05%+11,67313F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.25,426$1.3M0.4%-2,69013F-HRTimeline
B. Riley Wealth Advisors, Inc.25,359$1.29M0.07%+4113F-HRTimeline
Well Done, LLC25,073$1.28M0.17%+4,98313F-HRTimeline
Register Financial Advisors LLC25,070$1.28M0.39%+6,98013F-HRTimeline
Klaas Financial Asset Advisors, LLC25,055$1.28M0.16%+33413F-HRTimeline
VICUS CAPITAL24,879$1.27M0.08%-4413F-HRTimeline
Octavia Wealth Advisors, LLC24,851$1.27M0.11%-5,17613F-HRTimeline
New England Private Wealth Advisors LLC24,798$1.27M0.12%+25813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC24,471$1.25M0.38%+1,52713F-HRTimelineGroup
Valmark Advisers, Inc.24,326$1.24M0.01%-89113F-HRTimeline
Opus Financial Solutions LLC24,252$1.24M1%+8,64213F-HRTimeline
Trek Financial, LLC24,039$1.23M0.06%+9,52513F-HRTimeline
CALTON & ASSOCIATES, INC.23,781$1.21M0.18%-16,38713F-HRTimeline
Advisors Capital Management, LLC23,542$1.2M0.01%+9,16413F-HRTimeline
Nalls Sherbakoff Group, LLC23,502$1.2M0.85%-86313F-HRTimeline
UMB Bank, n.a.23,300$1.19M0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ARK & TLK INVESTMENTS, LLC23,183$1.18M0.29%013F-HRTimeline
Arnold Financial Planning LLC23,138$1.18M0.88%new13F-HRTimeline
VestGen Advisors, LLC22,904$1.17M0.03%+3,44213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC22,637$1.16M0.06%+5,70113F-HRTimeline
Alpha Financial Partners LLC22,452$1.15M0.6%+2,09013F-HRTimeline
Waterloo Capital, L.P.22,069$1.13M0.06%+2,41513F-HRTimeline
MAI Capital Management21,900$1.12M<0.01%-52013F-HRTimeline
Adams Wealth Management21,374$1.09M0.21%-6,43813F-HRTimeline
CacheTech Inc.21,374$1.09M0.18%-6,43813F-HRTimeline
Fiduciary Alliance LLC21,306$1.09M0.07%+6,55013F-HRTimeline
RED REEF ADVISORS LLC21,077$1.08M0.99%-72513F-HRTimeline
Brand Asset Management Group, Inc.20,940$1.07M0.24%-12113F-HRTimeline
EAGLE GLOBAL ADVISORS LLC20,908$1.07M0.04%-4,28013F-HRTimeline
KG Capital Management20,692$1.06M0.63%-5813F-HRTimeline
Brookwood Investment Group LLC20,575$1.05M0.12%-36,51313F-HRTimeline
Prime Capital Investment Advisors, LLC20,415$1.04M0.01%+7413F-HRTimeline
IFP Advisors, Inc20,396$1.04M0.02%+62313F-HRTimeline
TCP Asset Management, LLC20,326$1.04M0.12%+1,52313F-HRTimeline
Vericrest Private Wealth20,315$1.04M0.92%-2,23213F-HRTimeline
Harbor Asset Planning, Inc.20,248$1.03M0.78%+30313F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC20,117$1.03M0.14%new13F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC19,714$1.01M0.3%-20013F-HRTimeline
Guidance Point Advisors, LLC19,505$996K0.21%+1,43613F-HRTimeline
RDA Financial Network19,511$996K0.22%+5,39713F-HRTimeline
Summit Trail Advisors, LLC19,456$993K0.01%+13513F-HRTimeline
CENTRAL TRUST Co19,383$990K0.02%-5,14013F-HRTimeline
Andrew Hill Investment Advisors, Inc.19,141$977K0.73%-53413F-HRTimeline
DMC Group, LLC19,124$976K0.67%-1,54013F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC19,058$973K0.54%new13F-HRTimeline
Bulwark Capital Corp18,757$958K0.54%new13F-HRTimeline
Snowden Capital Advisors LLC18,657$952K0.02%-12113F-HRTimeline
JFS WEALTH ADVISORS, LLC18,655$952K0.05%-15013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC18,548$947K0.01%-13,36413F-HRTimelineGroup
OneDigital Investment Advisors LLC18,262$932K0.01%-111,32213F-HRTimeline
Ballast Rock Private Wealth LLC18,152$927K0.43%-86613F-HRTimeline
Sanchez Gaunt Capital Management, LLC18,110$925K0.52%+60913F-HRTimeline
New Insight Wealth Advisors18,070$922K0.27%+12,66513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co17,837$911K0.01%013F-HRTimelineGroup
Addison Capital Co17,665$902K0.15%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC17,556$896K<0.01%new13F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…17,082$872K2.35%-52,35613F-HR/ATimelineGroup
Cascades Capital Asset Management, LLC17,075$872K0.32%-3,03613F-HRTimeline
Garde Capital, Inc.17,033$870K0.04%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…16,818$859K0.01%+2,21613F-HRTimelineGroup
Nautilus Advisors LLC16,831$858K0.51%new13F-HRTimeline
NOVEM GROUP16,794$857K0.09%-1,76313F-HRTimeline
TRUE Private Wealth Advisors16,793$857K0.07%-10,91713F-HRTimeline
EPIQ PARTNERS, LLC16,758$855K0.36%+3,39413F-HRTimeline
Integrated Advisors Network LLC16,643$850K0.04%-68513F-HRTimeline
Prospera Financial Services Inc16,405$838K0.01%-18213F-HRTimeline
FIRST UNITED BANK & TRUST16,305$832K0.24%+2,84013F-HRTimeline
Ashton Thomas Private Wealth, LLC16,261$830K0.02%-91413F-HRTimeline
L.K. Benson & Company, P.C.15,982$816K0.25%-28113F-HRTimeline
PFG Investments, LLC15,678$800K0.03%-5,02913F-HRTimeline
Coral Wealth Management, LLC15,608$797K0.65%+5,10713F-HRTimeline
Traub Capital Management LLC15,570$795K0.71%013F-HRTimeline
Financial Partners Group, Inc15,486$791K0.08%-65813F-HRTimeline
MMBG INVESTMENT ADVISORS CO.15,435$788K0.06%013F-HRTimeline
NewEdge Advisors, LLC15,102$771K<0.01%-2,36913F-HRTimeline
Summit Financial, LLC14,867$759K0.01%+4,40713F-HRTimeline
Perigon Wealth Management, LLC14,835$757K0.01%+58913F-HRTimeline
Mowery & Schoenfeld Wealth Management, …14,767$754K1.03%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC14,502$740K0.2%-3113F-HR/ATimeline
Sankala Group LLC14,287$728K0.49%+12,50613F-HRTimeline
Bellwether Advisors, LLC14,217$726K0.11%+54913F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…13,985$714K0.04%-1,93113F-HRTimelineGroup