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Disclosery

FLOT ISHARES TR

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SHS (fund)

642 managers (648 13F filers) reported a position in FLOT shares at 2025-09-30, 105,494,838 shares in all. 47 filers opened a position and 71 filers sold out during the quarter.

Managers
642
13F filers
648
New
47
Added
237
Reduced
258
Sold out
71
Shares held by filers
105,494,838

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Legacy Capital Wealth Partners, LLC52,889$2.7M0.59%-80713F-HRTimeline
Capital Asset Advisory Services LLC52,692$2.69M0.12%-1,88613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC52,692$2.69M0.06%-1,88613F-HRTimeline
Destiny Wealth Partners, LLC52,262$2.67M0.33%-14613F-HRTimeline
Bulwark Capital Corp51,151$2.61M2.03%-16,26813F-HRTimeline
Wealthspire Retirement, LLC50,340$2.57M0.16%+17,41313F-HR/ATimeline
CacheTech Inc.49,866$2.55M0.51%-17,18013F-HRTimeline
Alpha Cubed Investments, LLC47,592$2.43M0.08%+3913F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding46,605$2.38M+20,922Timeline
TOEWS CORP /ADV46,528$2.38M0.34%-2,70013F-HRTimeline
Independent Wealth Network Inc.46,515$2.38M0.76%+8,69113F-HRTimeline
Snowden Capital Advisors LLC45,659$2.33M0.06%-5913F-HRTimeline
Forefront Wealth Partners, LLC45,126$2.31M0.58%new13F-HRTimeline
Edgestream Partners, L.P.45,100$2.3M0.07%013F-HRTimeline
Orion Porfolio Solutions, LLC44,230$2.26M0.02%+19,23913F-HRTimeline
Atria Investments, Inc43,885$2.24M0.03%+9,29013F-HRTimeline
Belpointe Asset Management LLC43,590$2.23M0.09%-8,89213F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV43,314$2.21M1.03%new13F-HRTimeline
Cunning Capital Partners, LP43,000$2.2M1.02%013F-HRTimeline
CoreCap Advisors, LLC42,580$2.18M0.08%+2,11813F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…42,104$2.15M0.36%-2,70813F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.41,824$2.14M0.09%-31013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC41,185$2.1M0.02%-10,44713F-HRTimelineGroup
Bonfire Financial41,152$2.1M1.61%-2,09613F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC40,026$2.04M0.16%+7,53013F-HRTimeline
Nutshell Asset Management Ltd40,026$2.04M0.98%+17,00013F-HRTimeline
Adams Wealth Management39,834$2.03M0.44%-20,23813F-HRTimeline
Cascade Financial Partners, LLC39,219$2M0.23%-1,97313F-HRTimeline
FIRST AMERICAN TRUST, FSB39,070$2M0.14%+78113F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…38,802$1.98M0.07%-21,75213F-HRTimeline
Advyzon Investment Management, LLC38,761$1.98M0.34%+11,91413F-HRTimeline
Bigelow Investment Advisors, LLC38,707$1.98M0.8%-1,37213F-HRTimeline
Global Retirement Partners, LLC38,690$1.98M0.04%-2,77713F-HRTimeline
Dynamic Advisor Solutions LLC38,672$1.98M0.06%+12813F-HRTimeline
Independent Advisor Alliance38,663$1.98M0.05%+1,27313F-HRTimeline
Callahan Advisors, LLC38,620$1.97M0.17%+5,27013F-HRTimeline
Beaird Harris Wealth Management, LLC38,254$1.95M0.14%+46913F-HRTimeline
Buck Wealth Strategies, LLC38,144$1.95M0.27%+1013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC37,353$1.91M0.07%-4,44513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding37,289$1.9M+8,748Timeline
Sowell Financial Services LLC37,027$1.89M0.07%-32,29413F-HRTimeline
Crestwood Advisors Group, LLC37,010$1.89M0.03%new13F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC36,916$1.89M0.43%-1,02013F-HRTimeline
TRUE Private Wealth Advisors36,143$1.85M0.19%-20,53813F-HRTimeline
Outlook Wealth Advisors, LLC35,712$1.82M0.45%-65813F-HRTimeline
WEBSTER BANK, N. A.34,966$1.79M0.17%+87013F-HRTimeline
Crews Bank & Trust34,627$1.77M0.26%+35013F-HRTimeline
Oxinas Partners, LLC34,139$1.74M0.93%-59513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV34,115$1.74M0.12%+12,36013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD33,966$1.73M0.02%+3,82313F-HRTimelineGroup
Mutual Advisors, LLC33,816$1.73M0.04%-228,40813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp33,758$1.72M<0.01%-10,57713F-HRTimelineGroup
DONALDSON CAPITAL MANAGEMENT, LLC33,375$1.7M0.05%013F-HRTimeline
Powers Advisory Group, LLC33,375$1.7M0.68%+7,49713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV33,363$1.7M<0.01%-8,32013F-HRTimeline
HARBOUR INVESTMENTS, INC.32,891$1.68M0.04%+4,71913F-HRTimeline
New England Private Wealth Advisors LLC32,772$1.67M0.22%new13F-HRTimeline
NTV Asset Management LLC32,621$1.67M0.18%+10,06513F-HRTimeline
Blue Fin Capital, Inc.32,565$1.66M0.26%+2,24513F-HRTimeline
Ausdal Financial Partners, Inc.32,363$1.65M0.08%+10,05913F-HRTimeline
Loudon Investment Management, LLC32,322$1.65M0.86%+4,10013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…31,766$1.62M<0.01%+2,18213F-HRTimeline
Brookwood Investment Group LLC30,890$1.58M0.2%+2,90813F-HRTimeline
RiverTree Advisors, LLC30,761$1.57M1.01%-3,15113F-HRTimeline
ARVEST INVESTMENTS, INC.30,563$1.56M0.22%+2,62913F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC30,539$1.56M0.3%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co30,537$1.56M0.02%013F-HRTimelineGroup
Roundview Capital LLC30,437$1.55M0.1%013F-HRTimeline
Sovran Advisors, LLC30,204$1.54M0.14%-8,89013F-HRTimeline
Bryn Mawr Trust Advisors, LLC30,124$1.54M0.08%-1,53113F-HRTimeline
SageView Advisory Group, LLC29,896$1.53M0.05%+4,20613F-HRTimeline
Jaffetilchin Investment Partners, LLC29,346$1.5M0.09%+7313F-HRTimeline
SlateStone Wealth, LLC29,210$1.49M0.13%+50013F-HRTimeline
GRIES FINANCIAL LLC29,170$1.49M0.24%+20,15713F-HRTimeline
BLAIR WILLIAM & CO/IL28,740$1.47M<0.01%+40313F-HRTimeline
OLD NATIONAL BANCORP /IN/28,656$1.46M0.03%-9513F-HRTimeline
Nalls Sherbakoff Group, LLC28,624$1.46M0.99%+1,44513F-HRTimeline
Bright Futures Wealth Management, LLC.28,409$1.45M1.13%13F-HRTimeline
Octavia Wealth Advisors, LLC28,331$1.45M0.14%+1,62813F-HRTimeline
LANARK FINANCIAL, INC.28,199$1.44M0.11%+21,14513F-HRTimeline
Impact Partnership Wealth, LLC27,665$1.41M0.21%+15,06813F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP26,913$1.37M0.03%-26,71613F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.26,910$1.37M0.06%+5,38113F-HRTimelineGroup
IFP Advisors, Inc26,501$1.35M0.04%+3,81413F-HR/ATimeline
Valmark Advisers, Inc.26,497$1.35M0.02%-2,94713F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC26,319$1.34M0.09%+1,71513F-HRTimeline
CALTON & ASSOCIATES, INC.26,315$1.34M0.2%new13F-HRTimeline
WBH ADVISORY INC26,246$1.34M0.1%+2,63213F-HRTimeline
Csenge Advisory Group26,055$1.33M0.06%-5,08513F-HRTimeline
CENTAURUS FINANCIAL, INC.25,858$1.32M0.06%-413F-HRTimeline
B. Riley Wealth Advisors, Inc.25,857$1.32M0.06%-13813F-HRTimeline
1 NORTH WEALTH SERVICES LLC25,693$1.31M0.54%-29913F-HRTimeline
ORG Partners LLC25,615$1.31M0.24%-21,04013F-HRTimeline
Brand Asset Management Group, Inc.25,492$1.3M0.37%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC25,474$1.3M0.03%-5,22713F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC24,839$1.27M0.19%+5,16613F-HRTimeline
Integrated Advisors Network LLC24,773$1.27M0.05%-45,82913F-HRTimeline
AlphaStar Capital Management, LLC24,744$1.26M0.11%-2,47413F-HRTimeline
Cascades Capital Asset Management, LLC24,586$1.26M0.55%+5,80013F-HRTimeline
PFG Investments, LLC24,081$1.23M0.06%-2,65013F-HRTimeline
Harbor Asset Planning, Inc.23,621$1.21M1.08%+58813F-HRTimeline
Klaas Financial Asset Advisors, LLC23,420$1.2M0.18%-2,37313F-HRTimeline
FIRST UNITED BANK & TRUST23,370$1.19M0.39%-4,75513F-HRTimeline
Summit Trail Advisors, LLC23,250$1.19M0.02%-3,21613F-HRTimeline
ARK & TLK INVESTMENTS, LLC23,183$1.18M0.38%-88713F-HRTimeline
O'ROURKE & COMPANY, Inc23,110$1.18M0.49%+9,17213F-HRTimeline
Joseph P. Lucia & Associates, LLC22,809$1.17M0.44%-7513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC22,779$1.16M0.36%-82213F-HRTimelineGroup
NewEdge Advisors, LLC22,680$1.16M0.01%-6,81413F-HRTimeline
Frisch Financial Group, Inc.22,368$1.14M0.27%+27413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC21,515$1.1M0.05%-18713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…21,585$1.1M0.09%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding21,551$1.1M+408Timeline
Midwest Financial Network, LLC21,301$1.09M0.88%+46413F-HRTimeline
DMC Group, LLC21,223$1.08M0.75%-49813F-HRTimeline
INVENIO WEALTH PARTNERS LLC21,000$1.07M0.39%013F-HRTimeline
MGB Wealth Management, LLC20,500$1.05M0.3%-48713F-HRTimeline
KG Capital Management19,939$1.02M0.28%+3,45513F-HRTimeline
Crabel Capital Management, LLC19,935$1.02M0.91%-19,62613F-HRTimeline
SYNOVUS FINANCIAL CORP19,845$1.01M0.01%-19413F-HRTimeline
TCP Asset Management, LLC19,634$1M0.18%-56413F-HRTimeline
Strategic Blueprint, LLC19,306$986K0.04%+1,82213F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding19,104$976K-23,745Timeline
Ashton Thomas Private Wealth, LLC18,998$971K0.03%-139,06813F-HRTimeline
Allianz SEgroup of 2 filers holding18,938$967K-25,000Timeline
Arete Wealth Advisors, LLC18,115$925K0.06%-53,02513F-HRTimeline
JFS WEALTH ADVISORS, LLC17,866$913K0.05%013F-HRTimeline
Capital Investment Services of America,…17,842$911K0.08%013F-HRTimeline
Western Wealth Management, LLC17,840$911K0.05%-1,07713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV17,752$907K0.06%-73513F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…17,535$896K0.06%-10013F-HRTimelineGroup
Fiduciary Alliance LLC17,176$877K0.06%-2,78413F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC16,829$860K0.34%-7,71213F-HR/ATimeline
TWO SIGMA SECURITIES, LLC16,807$859K0.13%+8,57313F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC16,531$845K0.16%-2,77213F-HRTimeline
PRIVATE TRUST CO NA16,492$843K0.07%+55413F-HRTimeline
Garde Capital, Inc.16,474$842K0.04%+68613F-HRTimeline
Stelac Advisory Services LLC16,423$839K0.29%+7,42413F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…16,276$831K0.26%-20,05513F-HRTimeline
Pinnacle Financial Partners Inc16,159$825K0.02%-71413F-HRTimeline
Guidance Point Advisors, LLC16,001$818K0.2%+37313F-HRTimeline
L.K. Benson & Company, P.C.15,981$816K0.44%+19613F-HRTimeline
Financial Partners Group, Inc15,755$805K0.1%-12,20213F-HRTimeline
Holos Integrated Wealth LLC15,670$797K0.47%013F-HRTimeline
Traub Capital Management LLC15,570$795K0.79%013F-HRTimeline
Prospera Financial Services Inc15,216$777K0.01%-313F-HRTimeline
Bellwether Advisors, LLC15,019$767K0.13%+42813F-HRTimeline
Avidian Wealth Enterprises, LLC14,967$765K0.03%+4813F-HRTimeline
Mowery & Schoenfeld Wealth Management, …14,767$754K1.3%013F-HRTimeline
SteelPeak Wealth, LLC14,419$737K0.02%+6,86313F-HRTimeline
Trek Financial, LLC14,388$735K0.04%-19,47813F-HRTimeline
Perigon Wealth Management, LLC14,380$735K0.01%+1,17513F-HRTimeline
Waterloo Capital, L.P.14,355$733K0.05%-103,97613F-HRTimeline
WESTBOURNE INVESTMENTS, INC.14,305$731K0.35%-94513F-HRTimeline
Capital Investment Advisory Services, L…14,230$727K0.06%-1,11513F-HRTimeline
Focus Financial Network, Inc.14,193$725K0.03%+2,35213F-HRTimeline
Donor Advised Charitable Giving, Inc.14,162$723K0.01%+17413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…14,115$721K<0.01%+85513F-HRTimelineGroup
CENTRAL TRUST Co14,028$717K0.01%-1,64213F-HRTimeline
PINNACLE ASSOCIATES LTD13,957$713K0.01%-59113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP13,753$703K<0.01%-2,35913F-HR/ATimelineGroup
KFA Private Wealth Group, LLC13,744$702K0.2%013F-HRTimeline
NorthCrest Asset Manangement, LLC13,784$702K0.02%-19513F-HRTimeline
New Insight Wealth Advisors13,670$698K0.26%+93313F-HRTimeline
Register Financial Advisors LLC13,663$698K0.27%+1,12213F-HRTimeline
Dakota Wealth Management13,645$697K0.01%013F-HR/ATimeline
Western Financial Corp/CA13,635$697K0.3%-13613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC13,301$680K0.01%-1,96713F-HRTimeline
Summit Financial, LLC13,295$679K0.01%-95313F-HRTimeline
TABLEAUX LLC12,988$663K0.27%+3,83713F-HRTimeline
Portland Financial Advisors Inc12,971$663K1.41%+10013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC12,965$662K0.11%-1,20513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…12,960$662K0.01%-1,93313F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…12,920$660K0.02%new13F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC12,833$656K0.02%+37613F-HRTimeline
HRT FINANCIAL LP12,840$655K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/12,820$655K<0.01%-4,70613F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC12,815$655K0.05%-33913F-HRTimeline
WorthPointe, LLC12,777$653K0.24%new13F-HRTimeline
Two West Capital Advisors LLC12,700$648K0.39%+10613F-HRTimeline
Well Done, LLC12,650$646K0.11%+1,06213F-HRTimeline
Chicago Partners Investment Group LLC12,423$634K0.02%+15313F-HRTimeline
Reyes Financial Architecture, Inc.12,277$627K0.43%013F-HRTimeline
WCG Wealth Advisors LLC12,231$625K0.04%-50113F-HRTimeline
Ameliora Wealth Management Ltd.12,210$624K0.21%+59013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC12,155$621K0.44%-3,55013F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.12,065$616K0.3%-12,21213F-HRTimeline
Rise Advisors, LLC11,943$610K0.22%+13513F-HRTimeline
SHUFRO ROSE & CO LLC11,900$607K0.05%013F-HRTimeline
Leo Wealth, LLC11,876$607K0.08%new13F-HRTimeline
Smartleaf Asset Management LLC11,846$605K0.04%new13F-HRTimeline
Professional Financial Advisors, LLC11,811$603K0.13%-86413F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.11,535$589K0.47%+61013F-HRTimeline
American Wealth Advisors, LLC11,432$584K0.58%13F-HRTimeline
NOVEM GROUP11,202$572K0.07%+67513F-HRTimeline
Connecticut Wealth Management, LLC11,082$566K0.03%-3,91813F-HRTimeline
BridgePort Financial Solutions, LLC10,998$562K0.15%013F-HRTimeline
RDA Financial Network10,944$559K0.14%-2,70613F-HRTimeline
PRIVATE CLIENT SERVICES, LLC10,896$557K0.19%+1,59713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …10,770$550K0.03%-25,21413F-HRTimeline