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Disclosery

FLOT ISHARES TR

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SHS (fund)

638 managers (645 13F filers) reported a position in FLOT shares at 2025-12-31, 104,893,429 shares in all. 36 filers opened a position and 64 filers sold out during the quarter.

Managers
638
13F filers
645
New
36
Added
251
Reduced
224
Sold out
64
Shares held by filers
104,893,429

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Capital Asset Advisory Services LLC53,857$2.74M0.11%+1,16513F-HRTimeline
Waverly Advisors, LLC53,486$2.72M0.02%-39713F-HRTimeline
Blue Capital, Inc.52,989$2.7M1.92%-33413F-HRTimeline
Orion Porfolio Solutions, LLC52,408$2.67M0.02%+8,17813F-HRTimeline
PFG Advisors52,384$2.66M0.13%-83713F-HRTimeline
Integrated Wealth Concepts LLC51,564$2.62M0.03%-5,97713F-HRTimeline
Compass Financial Group, Inc. (Ohio)49,735$2.53M1.85%13F-HRTimeline
Destiny Wealth Partners, LLC49,255$2.51M0.29%-3,00713F-HRTimeline
BEACON FINANCIAL GROUP48,677$2.48M0.25%-5,90313F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…46,266$2.35M0.38%+4,16213F-HRTimelineGroup
Snowden Capital Advisors LLC45,658$2.32M0.06%-113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.45,111$2.29M0.1%+18,20113F-HRTimelineGroup
Hudson Portfolio Management LLC45,062$2.29M1.97%-16,43513F-HRTimeline
ARVEST INVESTMENTS, INC.44,981$2.29M0.32%+14,41813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC44,903$2.28M0.02%+3,71813F-HRTimelineGroup
Advyzon Investment Management, LLC44,876$2.28M0.26%+6,11513F-HRTimeline
Asset One Wealth Management LLC44,630$2.27M0.31%13F-HRTimeline
Alpha Cubed Investments, LLC44,410$2.26M0.08%-3,18213F-HRTimeline
TOEWS CORP /ADV44,228$2.25M0.33%-2,30013F-HRTimeline
ALONGSIDE, LLC43,730$2.22M0.74%13F-HRTimeline
Independent Wealth Network Inc.43,462$2.21M0.68%-3,05313F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV43,318$2.2M1.01%+413F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding43,019$2.19M-3,586Timeline
XY Planning Network, Inc.41,926$2.13M0.37%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.41,047$2.09M0.08%new13F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD40,364$2.05M0.02%+6,39813F-HRTimelineGroup
CacheTech Inc.40,250$2.05M0.38%-9,61613F-HRTimeline
Nutshell Asset Management Ltd40,026$2.04M0.73%013F-HRTimeline
Bonfire Financial39,940$2.03M1.52%-1,21213F-HRTimeline
SlateStone Wealth, LLC39,440$2.01M0.17%+10,23013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp39,268$2M<0.01%+5,51013F-HRTimelineGroup
Beaird Harris Wealth Management, LLC38,866$1.98M0.14%+61213F-HRTimeline
Bigelow Investment Advisors, LLC38,773$1.97M0.77%+6613F-HRTimeline
Callahan Advisors, LLC38,626$1.96M0.16%+613F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC38,531$1.96M0.44%+1,61513F-HRTimeline
Oxinas Partners, LLC37,471$1.91M0.92%+3,33213F-HRTimeline
Tempo Wealth, LLC37,232$1.89M0.34%13F-HRTimeline
Mutual Advisors, LLC37,111$1.89M0.04%+3,29513F-HRTimeline
Stirlingshire Investments, Inc.36,926$1.88M1.67%13F-HRTimeline
Independent Advisor Alliance36,759$1.87M0.05%-1,90413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV36,669$1.86M0.12%+2,55413F-HRTimeline
Ausdal Financial Partners, Inc.36,645$1.86M0.09%+4,28213F-HRTimeline
Atria Investments, Inc36,643$1.86M0.02%-7,24213F-HRTimeline
Blue Fin Capital, Inc.36,628$1.86M0.29%+4,06313F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …36,569$1.86M0.01%13F-HR/ATimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.36,498$1.86M0.08%-5,32613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…36,337$1.85M0.13%+14,75213F-HRTimeline
Cascade Financial Partners, LLC35,727$1.82M0.18%-3,49213F-HRTimeline
Outlook Wealth Advisors, LLC35,465$1.8M0.41%-24713F-HRTimeline
Adams Wealth Management34,809$1.77M0.38%-5,02513F-HRTimeline
TRUE Private Wealth Advisors34,562$1.76M0.18%-1,58113F-HRTimeline
Global Retirement Partners, LLC34,541$1.76M0.03%-4,14913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC34,492$1.75M<0.01%new13F-HR/ATimelineGroup
Dynamic Advisor Solutions LLC33,981$1.73M0.06%-4,69113F-HRTimeline
FIRST AMERICAN TRUST, FSB33,726$1.72M0.12%-5,34413F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP33,690$1.71M0.02%+6,77713F-HRTimelineGroup
SageView Advisory Group, LLC33,415$1.7M0.06%+3,51913F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC33,375$1.7M0.05%013F-HRTimeline
Cascades Capital Asset Management, LLC33,161$1.69M0.71%+8,57513F-HRTimeline
LANARK FINANCIAL, INC.32,949$1.68M0.13%+4,75013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…32,749$1.67M0.06%-6,05313F-HRTimeline
CALTON & ASSOCIATES, INC.32,176$1.64M0.24%+5,86113F-HRTimeline
Sovran Advisors, LLC32,078$1.63M0.14%+1,87413F-HRTimeline
WEBSTER BANK, N. A.32,096$1.63M0.15%-2,87013F-HRTimeline
NTV Asset Management LLC31,521$1.6M0.17%-1,10013F-HRTimeline
Belpointe Asset Management LLC30,911$1.57M0.06%-12,67913F-HRTimeline
OBSIDIAN CIO, LLC13,775$1.57M2.32%new13F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.30,753$1.56M0.55%-38,57213F-HRTimeline
Strategic Blueprint, LLC30,609$1.56M0.09%+11,30313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co30,537$1.55M0.02%013F-HRTimelineGroup
LCNB CORP30,329$1.54M0.52%+23,87513F-HRTimeline
LANE BROTHERS & CO INC30,103$1.53M1.11%13F-HRTimeline
O'ROURKE & COMPANY, Inc29,978$1.52M0.59%+6,86813F-HRTimeline
Bright Futures Wealth Management, LLC.29,778$1.51M1.12%+1,36913F-HRTimeline
Jaffetilchin Investment Partners, LLC29,742$1.51M0.09%+39613F-HRTimeline
Bryn Mawr Trust Advisors, LLC29,707$1.51M0.07%-41713F-HRTimeline
Roundview Capital LLC29,612$1.51M0.09%-82513F-HRTimeline
Impact Partnership Wealth, LLC29,346$1.49M0.19%+1,68113F-HRTimeline
Cunning Capital Partners, LP29,000$1.48M0.68%-14,00013F-HRTimeline
OLD NATIONAL BANCORP /IN/28,656$1.46M0.02%013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC28,388$1.44M0.05%-8,96513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV28,315$1.44M<0.01%-5,04813F-HRTimeline
BLAIR WILLIAM & CO/IL28,044$1.43M<0.01%-69613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC28,017$1.42M0.03%+2,54313F-HRTimeline
Octavia Wealth Advisors, LLC27,930$1.42M0.14%-40113F-HRTimeline
1 NORTH WEALTH SERVICES LLC27,669$1.41M0.5%+1,97613F-HRTimeline
NewEdge Advisors, LLC27,584$1.4M0.01%+4,90413F-HRTimeline
WCG Wealth Advisors LLC27,440$1.4M0.04%+15,20913F-HRTimeline
Edgestream Partners, L.P.27,127$1.38M0.04%-17,97313F-HRTimeline
Loudon Investment Management, LLC27,112$1.38M0.72%-5,21013F-HRTimeline
Csenge Advisory Group27,003$1.37M0.06%+94813F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC26,755$1.36M0.2%+1,91613F-HR/ATimeline
WBH ADVISORY INC26,362$1.34M0.1%+11613F-HRTimeline
Valmark Advisers, Inc.26,347$1.34M0.02%-15013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC26,144$1.33M0.09%-17513F-HRTimeline
B. Riley Wealth Advisors, Inc.25,914$1.32M0.06%+5713F-HRTimeline
ORG Partners LLC25,312$1.29M0.23%-30313F-HRTimeline
CENTAURUS FINANCIAL, INC.25,073$1.27M0.06%-78513F-HRTimeline
MGB Wealth Management, LLC24,967$1.27M0.36%+4,46713F-HRTimeline
Vericrest Private Wealth24,963$1.27M1.13%13F-HRTimeline
New England Private Wealth Advisors LLC24,378$1.24M0.15%-8,39413F-HR/ATimeline
Nalls Sherbakoff Group, LLC24,281$1.23M0.89%-4,34313F-HRTimeline
Klaas Financial Asset Advisors, LLC24,075$1.22M0.18%+65513F-HRTimeline
Brand Asset Management Group, Inc.23,673$1.2M0.34%-1,81913F-HRTimeline
Summit Trail Advisors, LLC23,250$1.18M0.02%013F-HRTimeline
ARK & TLK INVESTMENTS, LLC23,183$1.18M0.32%013F-HRTimeline
PFG Investments, LLC23,175$1.18M0.06%-90613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC22,791$1.16M0.39%+1213F-HRTimelineGroup
Frisch Financial Group, Inc.22,723$1.16M0.26%+35513F-HRTimeline
Harbor Asset Planning, Inc.22,542$1.15M0.98%-1,07913F-HRTimeline
Integrated Advisors Network LLC21,970$1.12M0.05%-2,80313F-HRTimeline
Trek Financial, LLC21,803$1.11M0.06%+7,41513F-HRTimeline
Joseph P. Lucia & Associates, LLC21,529$1.09M0.39%-1,28013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC21,253$1.08M0.05%-26213F-HRTimeline
RED REEF ADVISORS LLC21,152$1.08M1.1%13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC21,138$1.08M0.39%+4,30913F-HRTimeline
IFP Advisors, Inc21,018$1.07M0.02%-5,48313F-HRTimeline
INVENIO WEALTH PARTNERS LLC21,000$1.07M0.4%013F-HRTimeline
Western Wealth Management, LLC20,940$1.07M0.05%+3,10013F-HRTimeline
DMC Group, LLC20,903$1.06M0.71%-32013F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …20,766$1.06M0.35%+1,66213F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding20,685$1.05M-866Timeline
Heck Capital Advisors, LLC20,629$1.05M0.08%+14,72013F-HRTimeline
KG Capital Management20,555$1.05M0.27%+61613F-HRTimeline
Ceeto Capital Group, LLC20,500$1.04M0.3%+10,00013F-HRTimeline
CENTRAL TRUST Co20,461$1.04M0.02%+6,43313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding20,203$1.03M+19,008Timeline
FIRST UNITED BANK & TRUST20,120$1.02M0.33%-3,25013F-HRTimeline
Alpha Financial Partners LLC19,719$1M0.61%+9,52413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…18,987$966K0.01%+13,59413F-HRTimelineGroup
TCP Asset Management, LLC18,968$965K0.16%-66613F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…18,576$945K0.06%+1,04113F-HRTimelineGroup
Allianz SEin group Allianz SE18,261$929K0.01%-67713F-HRTimelineGroup
Smartleaf Asset Management LLC18,233$927K0.04%+6,38713F-HRTimeline
NOVEM GROUP18,043$918K0.11%+6,84113F-HRTimeline
JFS WEALTH ADVISORS, LLC17,866$909K0.05%013F-HRTimeline
Ballast Rock Private Wealth LLC17,821$906K0.57%13F-HRTimeline
SHUFRO ROSE & CO LLC17,300$880K0.06%+5,40013F-HRTimeline
Ashton Thomas Private Wealth, LLC17,146$872K0.02%-1,85213F-HRTimeline
Guidance Point Advisors, LLC17,001$865K0.2%+1,00013F-HRTimeline
Addison Capital Co16,880$859K0.21%+11,77113F-HRTimeline
Fiduciary Alliance LLC16,746$852K0.06%-43013F-HRTimeline
PRIVATE TRUST CO NA16,520$840K0.07%+2813F-HRTimeline
UMB Bank, n.a.16,400$834K0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
L.K. Benson & Company, P.C.16,185$823K0.41%+20413F-HRTimeline
Well Done, LLC15,878$808K0.12%+3,22813F-HRTimeline
Crabel Capital Management, LLC15,873$807K0.61%-4,06213F-HRTimeline
Register Financial Advisors LLC15,823$805K0.31%+2,16013F-HRTimeline
Holos Integrated Wealth LLC15,670$797K0.44%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…15,599$793K0.02%+2,67913F-HRTimelineGroup
UNION SAVINGS BANK15,594$793K0.34%13F-HRTimeline
Meridian Financial Partners LLC15,539$792K0.31%new13F-HRTimeline
Traub Capital Management LLC15,570$792K0.76%013F-HRTimeline
Financial Partners Group, Inc15,295$781K0.09%-46013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …14,767$751K1.09%013F-HRTimeline
Alexis Investment Partners, LLC14,764$751K0.28%new13F-HRTimeline
Prospera Financial Services Inc14,695$747K0.01%-52113F-HRTimeline
SteelPeak Wealth, LLC14,567$741K0.02%+14813F-HRTimeline
Oakmont Advisory Group, LLC14,487$737K0.79%13F-HRTimeline
Perigon Wealth Management, LLC14,404$733K0.01%+2413F-HRTimeline
Donor Advised Charitable Giving, Inc.14,388$732K0.02%+22613F-HRTimeline
Bellwether Advisors, LLC13,970$711K0.11%-1,04913F-HRTimeline
RiverTree Advisors, LLC13,889$706K0.45%-16,87213F-HRTimeline
Waterloo Capital, L.P.13,841$704K0.05%-51413F-HRTimeline
WESTBOURNE INVESTMENTS, INC.13,775$703K0.33%-53013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV13,806$702K0.04%-3,94613F-HRTimeline
KFA Private Wealth Group, LLC13,744$699K0.17%013F-HRTimeline
Avidian Wealth Enterprises, LLC13,685$696K0.03%-1,28213F-HRTimeline
Western Financial Corp/CA13,648$694K0.28%+1313F-HRTimeline
Dakota Wealth Management13,645$694K0.01%013F-HR/ATimeline
TWO SIGMA SECURITIES, LLC13,396$681K0.09%-3,41113F-HRTimeline
Capital Investment Advisory Services, L…13,395$681K0.05%-83513F-HRTimeline
Focus Financial Network, Inc.13,332$678K0.02%-86113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC13,301$677K0.01%013F-HRTimeline
Arax Advisory Partners13,154$669K0.02%new13F-HRTimeline
Midwest Financial Network, LLC13,138$668K0.52%-8,16313F-HRTimeline
Portland Financial Advisors Inc13,097$666K1.42%+12613F-HRTimeline
Stelac Advisory Services LLC12,973$660K0.23%-3,45013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…12,885$655K0.01%-7513F-HRTimelineGroup
PINNACLE ASSOCIATES LTD12,711$646K0.01%-1,24613F-HRTimeline
CARDIFF PARK ADVISORS, LLC12,660$644K0.05%-15513F-HRTimeline
NWAM LLC12,611$643K0.04%+2,78213F-HRTimeline
Chicago Partners Investment Group LLC12,571$641K0.02%+14813F-HRTimeline
NorthCrest Asset Manangement, LLC12,562$639K0.01%-1,22213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…12,495$635K<0.01%-1,62013F-HRTimelineGroup
HB Wealth Management, LLC12,433$632K<0.01%+8,43813F-HRTimeline
Ameliora Wealth Management Ltd.12,210$621K0.19%013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC12,155$618K0.42%013F-HRTimeline
Rise Advisors, LLC12,123$617K0.22%+18013F-HRTimeline
Leo Wealth, LLC12,066$614K0.04%+19013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP11,990$610K<0.01%-1,76313F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC11,953$608K0.1%-1,01213F-HRTimeline
World Investment Advisors11,951$608K0.01%+2,73113F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC11,917$606K0.02%-91613F-HRTimeline
EPIQ PARTNERS, LLC11,887$605K0.28%new13F-HRTimeline
Capital Investment Services of America,…11,842$602K0.06%-6,00013F-HRTimeline
Quantinno Capital Management LP11,840$602K<0.01%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC11,705$595K0.04%+7,49913F-HRTimeline
Summit Financial, LLC11,682$594K0.01%-1,61313F-HRTimeline
American Wealth Advisors, LLC11,564$588K0.58%+13213F-HRTimeline