Skip to content
Disclosery

FLOT ISHARES TR

Follow

SHS (fund)

669 managers (678 13F filers) reported a position in FLOT shares at 2025-06-30, 104,602,018 shares in all. 61 filers opened a position and 47 filers sold out during the quarter.

Managers
669
13F filers
678
New
61
Added
236
Reduced
272
Sold out
47
Shares held by filers
104,602,018

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Waverly Advisors, LLC54,724$2.79M0.03%-5913F-HRTimeline
Private Advisory Group LLC54,699$2.79M0.26%+7,10813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC54,578$2.78M0.07%-13,06613F-HRTimeline
Eldridge Investment Advisors, Inc.54,712$2.78M0.58%+25513F-HRTimeline
Capital Asset Advisory Services LLC54,578$2.77M0.13%-1,69213F-HRTimeline
Legacy Capital Wealth Partners, LLC53,696$2.74M0.62%+52513F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP53,629$2.74M0.2%new13F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…53,539$2.73M0.26%+2,93413F-HRTimelineGroup
Independent Solutions Wealth Management…53,390$2.72M0.53%+2,27713F-HRTimeline
Blue Capital, Inc.52,847$2.7M1.91%13F-HRTimeline
Belpointe Asset Management LLC52,482$2.68M0.11%-2,40413F-HRTimeline
Destiny Wealth Partners, LLC52,408$2.67M0.36%+4,45613F-HRTimeline
Royal Fund Management, LLC52,262$2.67M0.28%+46,70413F-HRTimeline
Nilsine Partners, LLC51,904$2.65M0.27%+8,00713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC51,632$2.63M0.02%-6,45013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…50,880$2.6M<0.01%new13F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC49,766$2.54M0.18%+3,53113F-HRTimeline
TOEWS CORP /ADV49,228$2.51M0.37%+30413F-HRTimeline
Alpha Cubed Investments, LLC47,553$2.43M0.09%+1,08313F-HRTimeline
Arkadios Wealth Advisors47,023$2.4M0.07%+74613F-HRTimeline
ORG Partners LLC46,655$2.35M0.5%+2,05713F-HRTimeline
Snowden Capital Advisors LLC45,718$2.33M0.07%-1,00113F-HRTimeline
Edgestream Partners, L.P.45,100$2.3M0.06%+24,80013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…44,812$2.29M0.42%-7,32113F-HRTimelineGroup
LexAurum Advisors, LLC44,482$2.27M0.36%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp44,335$2.26M<0.01%-13,07113F-HRTimelineGroup
Allianz SEgroup of 2 filers holding43,938$2.24M0Timeline
Bonfire Financial43,248$2.21M1.81%-93313F-HRTimeline
Cunning Capital Partners, LP43,000$2.19M1.14%-7,00013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding42,849$2.19M-16,413Timeline
LEAVELL INVESTMENT MANAGEMENT, INC.42,134$2.15M0.1%-5,71413F-HRTimeline
EAGLE GLOBAL ADVISORS LLC41,798$2.13M0.09%-1,26013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV41,683$2.13M<0.01%-22,33213F-HRTimeline
Global Retirement Partners, LLC41,467$2.12M0.05%13F-HRTimeline
Cascade Financial Partners, LLC41,192$2.1M0.25%-4,66013F-HRTimeline
CoreCap Advisors, LLC40,462$2.06M0.08%-22,82013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…40,339$2.06M0.64%+27,96713F-HRTimeline
Elmwood Wealth Management, Inc.40,188$2.05M0.81%+3,86513F-HRTimeline
Bigelow Investment Advisors, LLC40,079$2.04M0.9%-1,02213F-HRTimeline
Crabel Capital Management, LLC39,561$2.02M1.24%+19,90313F-HRTimeline
Sovran Advisors, LLC39,094$1.99M0.21%+22,25813F-HRTimeline
Dynamic Advisor Solutions LLC38,544$1.97M0.06%+29,78713F-HRTimeline
FIRST AMERICAN TRUST, FSB38,289$1.95M0.16%+2,42813F-HRTimeline
Buck Wealth Strategies, LLC38,134$1.95M0.3%+13,13313F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC37,936$1.94M0.47%-1,55413F-HRTimeline
Independent Wealth Network Inc.37,824$1.93M0.7%-80213F-HRTimeline
Beaird Harris Wealth Management, LLC37,785$1.93M0.15%+46613F-HRTimeline
Independent Advisor Alliance37,390$1.91M0.06%new13F-HRTimeline
Lion Street Advisors, LLC36,939$1.88M0.57%-2,36713F-HRTimeline
Outlook Wealth Advisors, LLC36,370$1.86M0.48%-27813F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…36,331$1.85M0.62%+3,09113F-HRTimeline
One Capital Management, LLC36,281$1.85M0.06%-1,56113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …35,984$1.84M0.12%-1,61613F-HR/ATimeline
Oxinas Partners, LLC34,734$1.77M0.91%-38,53713F-HRTimeline
Atria Investments, Inc34,595$1.77M0.02%+5,13913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC34,399$1.76M<0.01%-7513F-HRTimelineGroup
Crews Bank & Trust34,277$1.75M0.28%+16,70013F-HRTimeline
WEBSTER BANK, N. A.34,096$1.74M0.18%-8,91113F-HRTimeline
RiverTree Advisors, LLC33,912$1.73M1.16%-6,40013F-HRTimeline
Trek Financial, LLC33,866$1.73M0.12%+15,14613F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC33,375$1.7M0.06%013F-HRTimeline
Callahan Advisors, LLC33,350$1.7M0.15%+4,78113F-HRTimeline
Wealthspire Retirement, LLC32,927$1.68M0.11%new13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC32,496$1.66M0.16%new13F-HRTimeline
DHK Financial Advisors, Inc.32,370$1.65M0.95%+39913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.31,820$1.62M<0.01%-6,08513F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC31,655$1.62M0.09%-3,88913F-HRTimeline
Csenge Advisory Group31,140$1.59M0.08%-19813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC30,701$1.57M0.04%-4,30013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co30,537$1.56M0.02%013F-HRTimelineGroup
Roundview Capital LLC30,437$1.55M0.1%-3,62413F-HRTimeline
Blue Fin Capital, Inc.30,320$1.55M0.26%+3,34013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD30,143$1.54M0.02%+20,92013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…29,584$1.51M<0.01%-93213F-HRTimeline
NewEdge Advisors, LLC29,494$1.5M0.01%-13,88213F-HRTimeline
Valmark Advisers, Inc.29,444$1.5M0.02%+15,48513F-HRTimeline
Jaffetilchin Investment Partners, LLC29,273$1.49M0.1%-1,46713F-HRTimeline
OLD NATIONAL BANCORP /IN/28,751$1.47M0.03%-85313F-HRTimeline
SlateStone Wealth, LLC28,710$1.47M0.14%+1,35013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding28,541$1.46M-154Timeline
BLAIR WILLIAM & CO/IL28,337$1.45M<0.01%-98413F-HRTimeline
Loudon Investment Management, LLC28,222$1.44M0.8%+3513F-HRTimeline
HARBOUR INVESTMENTS, INC.28,172$1.44M0.04%+2,67513F-HRTimeline
FIRST UNITED BANK & TRUST28,125$1.43M0.5%+1,94313F-HRTimeline
Brookwood Investment Group LLC27,982$1.43M0.23%-10,21113F-HRTimeline
Financial Partners Group, Inc27,957$1.43M0.2%+7,87313F-HRTimeline
ARVEST INVESTMENTS, INC.27,934$1.43M0.21%-14,52613F-HRTimeline
AlphaStar Capital Management, LLC27,218$1.39M0.1%-86,21913F-HRTimeline
Nalls Sherbakoff Group, LLC27,179$1.39M1.01%-41913F-HRTimeline
Advyzon Investment Management, LLC26,847$1.37M0.3%+19,84613F-HRTimeline
PFG Investments, LLC26,731$1.36M0.08%-1,62613F-HRTimeline
Octavia Wealth Advisors, LLC26,703$1.36M0.15%-3,01413F-HRTimeline
Summit Trail Advisors, LLC26,466$1.35M0.02%+13,88913F-HRTimeline
TriaGen Wealth Management LLC26,434$1.35M0.41%+1,03413F-HRTimeline
B. Riley Wealth Advisors, Inc.25,995$1.33M0.06%-8,07113F-HRTimeline
1 NORTH WEALTH SERVICES LLC25,992$1.33M0.53%-1,66713F-HRTimeline
Powers Advisory Group, LLC25,878$1.32M0.58%-5,40413F-HRTimeline
CENTAURUS FINANCIAL, INC.25,862$1.32M0.08%+2,96413F-HRTimeline
Klaas Financial Asset Advisors, LLC25,793$1.32M0.21%-1,78313F-HRTimeline
SageView Advisory Group, LLC25,690$1.31M0.05%+1,98913F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding25,683$1.31M+2,238Timeline
Jackson Creek Investment Advisors LLC25,443$1.3M0.35%-29113F-HRTimeline
Orion Porfolio Solutions, LLC24,991$1.28M0.01%-5,12113F-HR/ATimeline
Laird Norton Wetherby Wealth Management…24,670$1.26M0.06%13F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC24,604$1.26M0.09%-2,00013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC24,541$1.25M0.53%-1,49013F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.24,277$1.24M0.65%+2,64813F-HRTimeline
ARK & TLK INVESTMENTS, LLC24,070$1.23M0.39%-2,51213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…23,704$1.21M0.17%+3,39113F-HRTimeline
WBH ADVISORY INC23,614$1.2M0.1%+2,80213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC23,601$1.2M0.33%-15813F-HRTimelineGroup
Harbor Asset Planning, Inc.23,033$1.18M1.12%13F-HRTimeline
Nutshell Asset Management Ltd23,026$1.17M0.7%-211,52613F-HRTimeline
Joseph P. Lucia & Associates, LLC22,884$1.17M0.48%-3813F-HRTimeline
IFP Advisors, Inc22,687$1.16M0.03%+7,10613F-HRTimeline
NTV Asset Management LLC22,556$1.15M0.14%-8,55013F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding22,500$1.15M+3,340Timeline
Ausdal Financial Partners, Inc.22,304$1.14M0.08%+5,23113F-HRTimeline
Frisch Financial Group, Inc.22,094$1.13M0.28%+10613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV21,755$1.11M0.08%+8,36613F-HRTimeline
DMC Group, LLC21,721$1.11M0.86%-1,44013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC21,702$1.11M0.05%-1,07513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…21,585$1.1M0.09%+1,11413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.21,529$1.1M0.05%+1,74013F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding21,143$1.08M+1,682Timeline
INVENIO WEALTH PARTNERS LLC21,000$1.07M0.43%013F-HRTimeline
MGB Wealth Management, LLC20,987$1.07M0.35%+90013F-HRTimeline
Midwest Financial Network, LLC20,837$1.06M1.05%+1,40813F-HRTimeline
TCP Asset Management, LLC20,198$1.03M0.2%-92713F-HRTimeline
SYNOVUS FINANCIAL CORP20,039$1.02M0.01%-2,95513F-HRTimeline
Fiduciary Alliance LLC19,960$1.02M0.08%new13F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC19,673$1M0.17%-3,53413F-HRTimeline
TOWNSQUARE CAPITAL LLC19,465$993K0.1%-77413F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC19,303$985K0.21%new13F-HRTimeline
Western Wealth Management, LLC18,917$965K0.06%+8513F-HRTimeline
Cascades Capital Asset Management, LLC18,786$958K0.49%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV18,487$943K0.06%-6,57413F-HRTimeline
JFS WEALTH ADVISORS, LLC17,866$912K0.06%+1,96713F-HRTimeline
Capital Investment Services of America,…17,842$910K0.08%013F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…17,635$900K0.06%-90613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/17,526$894K<0.01%-4,05713F-HRTimelineGroup
Strategic Blueprint, LLC17,484$892K0.04%+10,41813F-HRTimeline
Pinnacle Financial Partners Inc16,873$861K0.02%-3,71413F-HRTimeline
UNION SAVINGS BANK16,690$852K0.39%-6,18413F-HRTimeline
Advisor Resource Council16,532$843K0.41%-1,95013F-HRTimeline
KG Capital Management16,484$841K0.25%+6,86113F-HRTimeline
FLOW TRADERS U.S. LLC16,440$839K0.03%new13F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC16,250$829K0.02%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP16,112$822K0.01%-5,35513F-HRTimelineGroup
PRIVATE TRUST CO NA15,938$813K0.08%+2,04613F-HRTimeline
Garde Capital, Inc.15,788$806K0.04%013F-HRTimeline
L.K. Benson & Company, P.C.15,785$805K0.49%-30913F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC15,705$801K0.61%013F-HRTimeline
CENTRAL TRUST Co15,670$799K0.02%-1,71813F-HRTimeline
Holos Integrated Wealth LLC15,670$798K0.48%013F-HRTimeline
Guidance Point Advisors, LLC15,628$797K0.2%-39913F-HRTimeline
Traub Capital Management LLC15,570$794K0.73%13F-HRTimeline
Capital Investment Advisory Services, L…15,345$783K0.06%-3,18813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC15,268$779K0.01%013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.15,250$778K0.41%-15,82513F-HRTimeline
Prospera Financial Services Inc15,219$777K0.01%-46513F-HRTimeline
L.M. KOHN & COMPANY15,132$772K0.21%-7,92913F-HRTimeline
Connecticut Wealth Management, LLC15,000$765K0.04%013F-HRTimeline
Avidian Wealth Enterprises, LLC14,919$761K0.03%-70613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…14,893$760K0.01%+8813F-HRTimelineGroup
Mowery & Schoenfeld Wealth Management, …14,767$753K1.22%013F-HRTimeline
First Horizon Advisors, Inc.14,608$745K0.02%+87613F-HRTimeline
Bellwether Advisors, LLC14,591$744K0.13%+25313F-HRTimeline
PINNACLE ASSOCIATES LTD14,548$742K0.01%-51313F-HRTimeline
Summit Financial, LLC14,248$727K0.02%+21613F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC14,170$723K0.12%+3,57213F-HRTimeline
&PARTNERS14,034$716K0.01%new13F-HRTimeline
Donor Advised Charitable Giving, Inc.13,988$714K0.01%+17313F-HRTimeline
NorthCrest Asset Manangement, LLC13,979$711K0.02%-5413F-HRTimeline
O'ROURKE & COMPANY, Inc13,938$711K0.33%+4,68713F-HRTimeline
VICUS CAPITAL13,887$709K0.06%+50913F-HRTimeline
Atlas Private Wealth Advisors13,862$707K0.09%-3,87813F-HRTimeline
Western Financial Corp/CA13,771$703K0.38%-20313F-HRTimeline
KFA Private Wealth Group, LLC13,744$701K0.22%013F-HRTimeline
RDA Financial Network13,650$696K0.19%-2,60613F-HRTimeline
Dakota Wealth Management13,645$696K0.01%-3,10313F-HRTimeline
Composition Wealth, LLC13,633$696K0.01%new13F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …13,447$686K<0.01%+10,25913F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…13,260$677K<0.01%+7913F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC13,226$675K0.05%+3,34013F-HRTimeline
Perigon Wealth Management, LLC13,205$674K0.02%+1,98713F-HRTimeline
CARDIFF PARK ADVISORS, LLC13,154$671K0.06%-51913F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.12,990$661K0.61%13F-HRTimeline
Portland Financial Advisors Inc12,871$657K1.58%+76913F-HRTimeline
New Insight Wealth Advisors12,737$650K0.27%new13F-HRTimeline
WCG Wealth Advisors LLC12,732$650K0.04%new13F-HRTimeline
Professional Financial Advisors, LLC12,675$647K0.15%-1,49513F-HRTimeline
Two West Capital Advisors LLC12,594$643K0.42%-33613F-HRTimeline
Impact Partnership Wealth, LLC12,597$643K0.12%new13F-HRTimeline
Register Financial Advisors LLC12,541$640K0.28%+31213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC12,457$636K0.02%+7,76713F-HR/ATimeline
Arax Advisory Partners12,299$628K0.03%-2,84313F-HRTimeline
Reyes Financial Architecture, Inc.12,277$626K0.54%013F-HRTimeline
Chicago Partners Investment Group LLC12,270$626K0.02%new13F-HRTimeline
SHUFRO ROSE & CO LLC11,900$607K0.05%013F-HRTimeline