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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
Philadelphia Investment Partners, LLC13,751$702K0.44%+2,40713F-HRTimeline
Western Financial Corp/CA13,690$699K0.2%+65513F-HRTimeline
Ethos Financial Group, LLC13,669$697K0.05%+1,38613F-HRTimeline
Portland Financial Advisors Inc13,650$697K1.27%-13713F-HRTimeline
CARDIFF PARK ADVISORS, LLC13,648$697K0.05%-21613F-HRTimeline
Avidian Wealth Enterprises, LLC13,620$695K0.02%+1,97213F-HRTimeline
Oakmont Advisory Group, LLC13,543$691K0.58%+1,42613F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC13,137$671K0.43%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC13,088$667K0.08%013F-HRTimeline
Chicago Partners Investment Group LLC12,990$662K0.01%+29113F-HRTimeline
Stelac Advisory Services LLC12,973$662K0.12%013F-HRTimeline
PINNACLE ASSOCIATES LTD12,950$661K0.01%+50013F-HRTimeline
Rinkey Investments12,837$655K0.15%-3,02813F-HRTimeline
PRIVATE CLIENT SERVICES, LLC12,832$655K0.17%+1,23613F-HRTimeline
J. M. Brown & Associates Inc.12,729$650K0.37%13F-HRTimeline
Edgestream Partners, L.P.12,681$647K0.02%new13F-HRTimeline
Dakota Wealth Management12,549$641K0.01%-1,09613F-HRTimeline
GUIDANCE CAPITAL, INC12,532$639K0.14%-22913F-HRTimeline
SALEM INVESTMENT COUNSELORS INC12,457$636K0.02%+40013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.12,450$636K0.26%-1,32013F-HRTimeline
Virtue Capital Management, LLC12,411$634K0.08%-12,21013F-HRTimeline
Rise Advisors, LLC12,321$629K0.18%+12213F-HRTimeline
Ameliora Wealth Management Ltd.12,210$623K0.19%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV12,089$617K0.03%-1,14013F-HRTimeline
Professional Financial Advisors, LLC12,081$617K0.11%-1,04113F-HRTimeline
Beta Wealth Group, Inc.12,053$615K0.23%+4,10213F-HRTimeline
Capital Investment Services of America,…11,842$605K0.06%013F-HRTimeline
World Investment Advisors11,759$599K0.01%-81613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,736$599K0.01%-4713F-HRTimelineGroup
FMR LLCin group FMR LLC11,337$579K<0.01%+9,66413F-HRTimelineGroup
NorthCrest Asset Manangement, LLC11,327$577K0.01%+84913F-HRTimeline
NATURAL INVESTMENTS, LLC11,257$574K0.13%013F-HRTimeline
Advisors Asset Management, Inc.11,115$567K0.01%+41313F-HRTimeline
Connecticut Wealth Management, LLC11,082$566K0.02%013F-HRTimeline
Landing Point Financial Group, LLC10,991$561K0.19%-2,15113F-HRTimeline
Waverly Advisors, LLC10,862$555K<0.01%+1,71413F-HRTimeline
Rockingstone Advisors LLC10,760$549K0.22%+1,61013F-HRTimeline
American Wealth Advisors, LLC10,716$547K0.51%+11213F-HRTimeline
Balefire, LLC10,298$526K0.09%-1,87913F-HRTimeline
Main Street Financial Solutions, LLC10,293$525K0.03%+2,02213F-HRTimeline
First Heartland Consultants, Inc.10,227$522K0.03%+17813F-HRTimeline
Cascade Financial Partners, LLC10,117$516K0.04%+62013F-HRTimeline
Ellis Investment Partners, LLC10,115$516K0.08%+8913F-HRTimeline
LARCH CAPITAL PARTNERS LLC10,006$511K0.07%013F-HRTimeline
Per Stirling Capital Management, LLC.10,000$510K0.05%new13F-HRTimeline
HB Wealth Management, LLC9,983$510K<0.01%013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC9,980$509K0.01%new13F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.9,954$508K<0.01%new13F-HRTimeline
Focus Financial Network, Inc.9,730$497K0.02%-2,14713F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC9,603$490K0.08%-32513F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC9,448$482K0.08%-13,79413F-HRTimeline
Independent Family Office, LLC9,420$481K0.19%013F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.9,414$481K0.37%+20013F-HRTimeline
Avantax Planning Partners, Inc.9,376$479K0.01%-4513F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC9,375$479K0.07%013F-HRTimeline
Midwest Financial Network, LLC9,374$479K0.33%-2,12813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,199$470K0.01%-3,45013F-HRTimelineGroup
Advyzon Investment Management, LLC8,934$456K0.03%-23,24613F-HRTimeline
Embree Financial Group8,923$456K0.05%new13F-HRTimeline
Balboa Wealth Partners8,704$444K0.06%-14113F-HRTimeline
Wealth Advisory Solutions, LLC8,693$444K0.09%-80813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC8,625$440K0.01%-39513F-HRTimeline
TABLEAUX LLC8,520$435K0.18%+3,93613F-HRTimeline
Foundations Investment Advisors, LLC8,382$428K<0.01%+2,80513F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA8,376$428K0.07%-39513F-HRTimeline
Unified Investment Management8,250$421K0.39%013F-HRTimeline
Certified Advisory Corp7,962$406K0.03%+72313F-HRTimeline
Global Trust Wealth Management LLC7,902$403K0.28%-70013F-HRTimeline
PRIVATE TRUST CO NA7,818$399K0.03%-8,67613F-HRTimeline
CHOREO, LLC7,739$395K<0.01%013F-HRTimeline
Disciplined Investments, LLC7,696$393K0.13%-37713F-HR/ATimeline
Donor Advised Charitable Giving, Inc.7,686$392K0.01%+8013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,551$385K<0.01%-33313F-HRTimelineGroup
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.7,531$384K0.03%+3313F-HRTimelineGroup
Signal Advisors Wealth, LLC7,516$384K0.02%new13F-HRTimeline
THOMPSON DAVIS & CO., INC.7,506$383K0.23%+713F-HRTimeline
RIK SAYLOR FINANCIAL, INC.7,479$382K0.25%-19613F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.7,358$375K0.24%-64213F-HRTimeline
Welch & Forbes LLC7,350$375K<0.01%013F-HRTimeline
GWN SECURITIES INC.7,253$370K0.06%-1,41413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,238$369K0.01%-13,06813F-HRTimeline
Northwest Bancshares, Inc.7,210$368K0.07%-35013F-HRTimeline
Hobbs Group Advisors, LLC7,207$368K0.1%+2513F-HRTimeline
Alpha Omega Wealth Management LLC7,185$367K0.06%+19513F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC7,141$365K0.09%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC7,108$363K0.02%-2,86213F-HRTimeline
OMNI 360 Wealth, Inc.7,054$360K0.17%-3613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC6,993$357K<0.01%+43713F-HRTimelineGroup
WESBANCO BANK INC6,978$356K0.01%-80113F-HRTimeline
Smith Thornton Advisors LLC6,980$356K0.16%013F-HRTimeline
AlphaCore Capital LLC6,900$352K0.01%-3,72613F-HRTimeline
Plotkin Financial Advisors, LLC6,855$350K0.15%013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.6,752$345K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.6,735$344K0.01%+2,13113F-HRTimeline
&PARTNERS6,709$339K<0.01%+213F-HRTimeline
Horizon Investments, LLC6,580$334K<0.01%+32813F-HRTimeline
Tradewinds, LLC.3,102$330K0.08%new13F-HRTimeline
Composition Wealth, LLC6,456$330K<0.01%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp6,380$326K<0.01%013F-HRTimelineGroup
Independent Wealth Advisors LLC6,370$325K0.29%-4513F-HRTimeline
Peak Retirement Planning, Inc.6,297$321K0.05%new13F-HRTimeline
Orion Porfolio Solutions, LLC6,285$321K<0.01%-46313F-HRTimeline
Value Investment Professionals, LLC6,220$318K0.27%new13F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC6,200$317K0.01%013F-HR/ATimeline
Garner Asset Management Corp6,199$316K0.1%new13F-HRTimeline
Evanson Financial, LLC6,093$311K0.02%13F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…6,100$311K0.01%013F-HRTimeline
Visionary Wealth Advisors5,925$302K0.01%+85313F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…5,870$300K<0.01%+5,34513F-HRTimelineGroup
Tidemark, LLC5,848$299K0.07%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC5,825$297K0.01%-2413F-HRTimeline
Fortitude Advisory Group L.L.C.5,818$297K0.11%-21413F-HRTimeline
OPINICUS CAPITAL, INC.5,802$296K0.16%-2913F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd30,169$293K0.01%+50013F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…5,698$291K0.01%-3,24213F-HRTimelineGroup
Capital Investment Advisory Services, L…5,637$288K0.02%+2,69913F-HRTimeline
GFS Advisors, LLC3,600$288K0.04%new13F-HR/ATimeline
Sherman Asset Management, Inc.5,620$287K0.22%-4,61313F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.5,588$284K0.22%+14513F-HRTimeline
Integrated Capital Management, LLC5,555$284K0.1%-83213F-HRTimeline
Cresset Asset Management, LLC5,500$281K<0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC5,474$279K0.02%+1,01613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,380$275K0.01%+1313F-HRTimelineGroup
GeoWealth Management, LLC5,314$271K0.01%-1,36513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC5,280$270K0.02%+20013F-HRTimeline
Keystone Wealth Services, LLC5,275$269K0.05%-29913F-HRTimeline
Thrive Capital Management, LLC5,248$268K0.05%+85513F-HRTimeline
S&A Financial Services, Inc.5,174$264K0.16%+5113F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.5,165$264K0.06%013F-HRTimelineGroup
Mezzasalma Advisors, LLC5,144$263K0.05%013F-HRTimeline
Mandatum Life Insurance Co Ltd5,060$258K0.05%013F-HRTimeline
BridgePort Financial Solutions, LLC5,058$258K0.07%013F-HRTimeline
Summit Wealth Partners, LLC5,029$257K0.04%-9013F-HRTimeline
Alhambra Investment Management LLC5,027$257K0.11%+30213F-HRTimeline
Aptus Capital Advisors, LLC5,018$256K<0.01%+2,96413F-HRTimeline
Mascagni Wealth Management, Inc.5,005$256K0.16%-1,25013F-HRTimeline
Federation des caisses Desjardins du Qu…4,976$254K<0.01%-20013F-HRTimeline
Meridian Wealth Management, LLC4,961$253K0.01%-11713F-HRTimeline
Proficio Capital Partners LLC4,943$252K0.01%-338,37913F-HRTimeline
BOSTON FAMILY OFFICE LLC4,853$248K0.02%013F-HRTimeline
GreatBanc Trust CO4,850$248K0.15%-22513F-HRTimeline
Spectrum Planning & Advisory Services I…4,850$248K0.11%new13F-HRTimeline
CFM WEALTH PARTNERS LLC4,850$248K0.03%013F-HRTimeline
True Link Financial Advisors, LLC4,768$243K0.01%new13F-HR/ATimeline
Continuum Advisory, LLC4,765$243K0.02%+45413F-HRTimeline
Evolution Wealth Advisors, LLC4,580$234K0.03%013F-HRTimeline
EP Wealth Advisors, LLC4,580$234K<0.01%+43313F-HRTimeline
Patten Group, Inc.4,449$227K0.04%+44613F-HRTimeline
LEE DANNER & BASS INC4,424$226K0.01%-21813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,408$225K<0.01%-101,60413F-HRTimelineGroup
Midwest Professional Planners, LTD.4,406$225K0.04%+36213F-HRTimeline
Investment Advisory Group, LLC4,398$225K0.05%013F-HRTimeline
Redhawk Wealth Advisors, Inc.4,349$222K0.02%new13F-HRTimeline
Schrum Private Wealth Management LLC4,342$222K0.23%new13F-HRTimeline
Pure Financial Advisors, LLC4,334$221K<0.01%new13F-HRTimeline
Goldstone Financial Group, LLC4,323$221K0.02%-5813F-HRTimeline
Rose Capital Advisors LLC4,317$220K0.12%13F-HRTimeline
Integras Partners LLC4,282$219K0.12%new13F-HRTimeline
Essex LLC4,223$216K0.03%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,127$211K<0.01%-31913F-HRTimelineGroup
Cherry Tree Wealth Management, LLC4,109$210K0.04%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,105$209K<0.01%-84513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,024$205K0.01%-1,55713F-HRTimelineGroup
Patton Albertson Miller Group, LLC4,000$204K0.02%-50013F-HRTimeline
Prepared Retirement Institute LLC3,999$204K0.09%-14213F-HRTimeline
Kovack Advisors, Inc.4,008$204K0.01%-4,00813F-HRTimeline
IEQ CAPITAL, LLC3,994$204K<0.01%-15,33513F-HRTimeline
Capital Advisors, Ltd. LLC3,966$202K0.02%013F-HRTimeline
Clarus Wealth Advisors3,950$201K0.08%new13F-HRTimeline
Curi Capital, LLC3,923$200K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC3,896$199K0.03%+2713F-HRTimeline
WHITTIER TRUST CO3,865$197K<0.01%013F-HRTimeline
Rossmore Private Capital3,838$196K0.02%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,744$191K<0.01%-22913F-HRTimelineGroup
Quarry LP3,740$191K0.03%new13F-HRTimeline
Wilmington Savings Fund Society, FSB3,224$165K<0.01%013F-HRTimeline
Signature Resources Capital Management,…2,967$151K0.06%+713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,948$150K<0.01%+2,51513F-HRTimelineGroup
Bravera Wealth2,940$150K0.06%013F-HRTimeline
Westside Investment Management, Inc.2,764$141K0.02%+41113F-HRTimeline
CoreCap Advisors, LLC2,686$137K<0.01%-13913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,599$132K<0.01%+9013F-HRTimelineGroup
TD Waterhouse Canada Inc.2,584$132K<0.01%+25013F-HRTimeline
Triumph Capital Management2,500$128K0.02%-213F-HRTimeline
IFG Advisory, LLC2,274$116K<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.2,137$109K<0.01%new13F-HRTimeline
Front Row Advisors LLC2,064$105K0.03%+15013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding2,010$103K0Timeline
Cranbrook Wealth Management, LLC1,974$101K0.02%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,946$99.3K0.04%013F-HRTimeline
ROGCO, LP1,888$96.4K0.03%013F-HRTimeline
10Elms LLP1,831$93.5K0.04%+1,00513F-HRTimeline
Rossby Financial, LCC1,790$91.4K0.02%-3,45313F-HRTimeline
North Star Investment Management Corp.1,731$88.4K<0.01%013F-HRTimeline
SIGNATUREFD, LLC1,662$84.9K<0.01%+1,66213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,649$84.2K<0.01%013F-HRTimeline
Park Place Capital Corp1,618$82.6K0.01%new13F-HRTimeline
Coastline Trust Co1,587$81K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Strategic Wealth Partners, Ltd.1,551$79.2K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.1,431$73.1K0.04%-4,72313F-HRTimeline