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Disclosery

FLOT ISHARES TR

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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
Focus Financial Network, Inc.11,841$604K0.02%+2,91213F-HRTimeline
Rise Advisors, LLC11,808$602K0.24%-41713F-HRTimeline
Ameliora Wealth Management Ltd.11,620$593K0.21%013F-HRTimeline
Well Done, LLC11,588$591K0.11%new13F-HRTimeline
Clearstead Advisors, LLC11,537$589K0.01%-7,74713F-HRTimeline
Bluesphere Advisors LLC11,426$583K0.29%-22,31913F-HRTimeline
Geneos Wealth Management Inc.11,219$572K0.01%-11,96113F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC11,141$568K0.1%-57513F-HRTimeline
BARD ASSOCIATES INC11,086$566K0.18%+2913F-HRTimeline
BridgePort Financial Solutions, LLC10,998$561K0.19%013F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.10,925$557K0.4%+15013F-HRTimeline
First Heartland Consultants, Inc.10,911$557K0.05%-52313F-HRTimeline
Rialto Wealth Management, LLC10,664$544K0.15%013F-HRTimeline
Watts Gwilliam & Co., LLC10,558$538K0.09%-12,54213F-HRTimeline
NOVEM GROUP10,527$537K0.07%+34513F-HRTimeline
Ceeto Capital Group, LLC10,500$536K0.19%+4,50013F-HRTimeline
NATURAL INVESTMENTS, LLC10,493$535K0.14%+513F-HRTimeline
Whalen Wealth Management Inc.10,407$531K0.33%new13F-HRTimeline
Welch & Forbes LLC10,400$531K0.01%-20013F-HRTimeline
NWAM LLC10,279$525K0.03%+1,05913F-HR/ATimeline
AlphaCore Capital LLC10,200$520K0.02%013F-HRTimeline
GWN SECURITIES INC.10,167$519K0.1%-2,58013F-HRTimeline
Wealth Advisory Solutions, LLC10,134$517K0.13%+3113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC10,021$511K0.01%+2113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd9,949$508K0.02%-1,30513F-HRTimelineGroup
WESBANCO BANK INC9,920$506K0.02%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,805$500K0.03%new13F-HRTimeline
Disciplined Investments, LLC9,734$497K0.21%-1,51313F-HRTimeline
LEE DANNER & BASS INC9,642$492K0.04%013F-HRTimeline
INNEALTA CAPITAL, LLC9,536$487K0.26%-1,84113F-HRTimeline
MMBG INVESTMENT ADVISORS CO.9,535$486K0.05%-1,60013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC9,491$484K0.09%+27113F-HRTimeline
Ethos Financial Group, LLC9,437$481K0.04%+2,51013F-HRTimeline
Independent Family Office, LLC9,420$481K0.22%013F-HRTimeline
Certified Advisory Corp9,407$480K0.05%-11713F-HRTimeline
Balboa Wealth Partners9,353$477K0.1%+6113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC9,326$476K0.04%-1,07013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC9,299$474K0.18%+2,16813F-HRTimeline
May Hill Capital, LLC9,268$473K0.16%-8,64113F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA9,226$471K0.09%-13813F-HRTimeline
Main Street Financial Solutions, LLC9,203$470K0.03%-47313F-HRTimeline
TABLEAUX LLC9,151$467K0.27%-1,06213F-HR/ATimeline
GRIES FINANCIAL LLC9,013$460K0.08%-94513F-HRTimeline
Stelac Advisory Services LLC8,999$459K0.17%-1,96413F-HRTimeline
Avantax Planning Partners, Inc.8,870$453K0.01%-10813F-HRTimeline
BTS Asset Management, Inc.8,863$452K0.54%-20413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,792$449K<0.01%-4,70213F-HRTimelineGroup
World Investment Advisors8,716$445K0.01%-5,58513F-HRTimeline
THOMPSON DAVIS & CO., INC.8,650$441K0.3%-1,52713F-HR/ATimeline
Savant Capital, LLCin group Savant Capital, LLC8,585$438K<0.01%-2013F-HR/ATimelineGroup
Palisades Hudson Asset Management, L.P.8,571$437K0.17%new13F-HRTimeline
OPINICUS CAPITAL, INC.8,545$436K0.33%+65413F-HRTimeline
RIK SAYLOR FINANCIAL, INC.8,397$428K0.33%-24313F-HRTimeline
Balefire, LLC8,236$420K0.09%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC8,234$420K0.05%new13F-HRTimeline
Flavin Financial Services, Inc.8,207$419K0.41%-5,85113F-HR/ATimeline
EP Wealth Advisors, LLC8,042$410K<0.01%013F-HRTimeline
CHOREO, LLC7,926$404K0.01%+51513F-HRTimeline
Global Trust Asset Management, LLC7,913$404K0.22%-3,34513F-HRTimeline
Revisor Wealth Management LLC7,918$403K0.15%-9,96113F-HRTimeline
Northwest Bancshares, Inc.7,810$398K0.07%013F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV7,751$395K0.08%+65113F-HRTimeline
First International Bank & Trust7,742$395K0.14%013F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.7,710$393K0.71%-28813F-HRTimeline
Alpha Financial Partners LLC7,580$387K0.28%new13F-HRTimeline
SteelPeak Wealth, LLC7,556$386K0.02%-44613F-HRTimeline
Hobbs Group Advisors, LLC7,506$383K0.13%-5,92913F-HRTimeline
Fortune Financial Advisors, LLC7,443$380K0.31%013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.7,438$379K0.03%-10213F-HRTimelineGroup
MERIDIAN MANAGEMENT CO7,430$379K0.1%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC7,271$371K0.06%-7,27113F-HRTimeline
Mascagni Wealth Management, Inc.7,255$370K0.32%013F-HRTimeline
Prepared Retirement Institute LLC7,247$370K0.22%-3,20913F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC7,141$364K0.13%013F-HRTimeline
Aurora Private Wealth, Inc.7,096$362K0.27%+4313F-HRTimeline
Sherman Asset Management, Inc.7,082$361K0.32%+2613F-HRTimeline
LANARK FINANCIAL, INC.7,054$359K0.03%+2,07213F-HRTimeline
Smith Thornton Advisors LLC7,020$358K0.21%-1,97513F-HRTimeline
Alpha Omega Wealth Management LLC6,990$357K0.06%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,981$356K0.01%+84313F-HRTimelineGroup
Black Swift Group, LLC6,970$356K0.07%-5,86013F-HRTimeline
Keystone Wealth Services, LLC6,954$355K0.09%-2,00913F-HRTimeline
Patten Group, Inc.6,938$354K0.07%-6,04113F-HRTimeline
Bison Wealth, LLC6,948$354K0.03%+3713F-HRTimeline
Pine Valley Investments Ltd Liability Co6,870$351K0.02%-5,84213F-HRTimeline
Horizon Investments, LLC6,925$350K0.01%+5,09813F-HRTimeline
Summit Asset Management, LLC6,718$343K0.06%-27913F-HRTimeline
GTS SECURITIES LLC6,636$339K0.02%new13F-HRTimeline
Charter Oak Capital Management, LLC6,615$337K0.03%-3,14013F-HRTimeline
U.S. Capital Wealth Advisors, LLC6,486$331K0.01%013F-HRTimeline
Integrated Capital Management, LLC6,415$327K0.16%+1913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp6,380$326K<0.01%-1,86513F-HRTimelineGroup
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…6,100$311K0.02%013F-HRTimeline
Beacon Pointe Advisors, LLC6,093$311K<0.01%-27213F-HRTimeline
BOSTON FAMILY OFFICE LLC6,038$308K0.02%013F-HRTimeline
Waldron Private Wealth LLC5,962$304K0.01%new13F-HRTimeline
Trilogy Capital Inc.5,935$303K0.01%-7713F-HRTimeline
Fortitude Advisory Group L.L.C.5,925$302K0.17%+42513F-HRTimeline
Heck Capital Advisors, LLC5,891$301K0.03%-45,74513F-HRTimeline
Evanson Asset Management, LLC5,862$299K0.02%+7213F-HRTimeline
Breakwater Capital Group5,850$298K0.05%-4,31413F-HRTimeline
Tidemark, LLC5,848$298K0.1%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,786$295K0.02%+1,23013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd23,760$294K0.02%+50013F-HRTimelineGroup
United Asset Strategies, Inc.5,712$291K0.02%-36113F-HRTimeline
Eagle Bay Advisors LLC5,673$289K0.24%-1,52213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC5,605$286K0.02%-10013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC5,564$284K0.01%-21013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…5,528$282K0.02%013F-HRTimeline
Cresset Asset Management, LLC5,500$281K<0.01%-37,67113F-HR/ATimeline
Mezzasalma Advisors, LLC5,476$279K0.08%013F-HRTimeline
Essex LLC5,468$279K0.05%-1,35513F-HRTimeline
STABLEFORD CAPITAL II LLC5,391$275K0.1%013F-HRTimeline
FULLCIRCLE WEALTH LLC5,359$273K0.1%013F-HRTimeline
Lifeworks Advisors, LLC5,335$272K0.04%new13F-HRTimeline
Nicholas Hoffman & Company, LLC.5,156$263K0.01%013F-HRTimeline
Addison Capital Co5,109$261K0.09%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC5,113$260K0.05%013F-HRTimeline
OMNI 360 Wealth, Inc.5,070$259K0.16%new13F-HR/ATimeline
Garner Asset Management Corp5,062$258K0.12%-3,32013F-HRTimeline
Mandatum Life Insurance Co Ltd5,060$258K0.07%013F-HRTimeline
Cherry Tree Wealth Management, LLC5,039$257K0.06%-1,98413F-HRTimeline
BURLING WEALTH PARTNERS, LLC5,000$255K0.05%new13F-HRTimeline
Coppell Advisory Solutions LLC5,000$255K0.03%new13F-HR/ATimeline
D L CARLSON INVESTMENT GROUP INC4,956$253K0.05%-18,30013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,950$253K0.01%013F-HRTimeline
Optivise Advisory Services LLC4,891$250K0.13%+31113F-HRTimeline
Sharper & Granite LLC4,900$249K0.09%new13F-HRTimeline
GeoWealth Management, LLC4,865$248K0.01%-1,15713F-HRTimeline
Fourth Dimension Wealth, LLC4,859$248K0.1%-4,50913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,852$248K0.01%-91,85913F-HRTimelineGroup
CFM WEALTH PARTNERS LLC4,850$247K0.04%013F-HRTimeline
GC Wealth Management RIA, LLC4,838$247K0.02%-1,17913F-HRTimeline
Modern Wealth Management, LLC4,817$246K0.01%-87613F-HR/ATimeline
Van Hulzen Asset Management, LLC4,763$243K0.02%-60013F-HRTimeline
Rockingstone Advisors LLC4,680$239K0.13%013F-HRTimeline
Federation des caisses Desjardins du Qu…4,676$239K<0.01%+15213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,676$239K<0.01%+1513F-HRTimelineGroup
IHT Wealth Management, LLC4,638$237K0.01%+30213F-HRTimeline
Evolution Wealth Advisors, LLC4,580$234K0.03%new13F-HRTimeline
Thrive Capital Management, LLC4,576$233K0.07%new13F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.4,473$228K0.11%-7013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.4,418$225K<0.01%+96313F-HRTimelineGroup
Talon Private Wealth, LLC4,407$225K0.03%new13F-HRTimeline
WJ Wealth Management, LLC4,400$224K0.07%-10,04713F-HRTimeline
Investment Advisory Group, LLC4,398$224K0.07%-10013F-HRTimeline
Wick Capital Partners, LLC20,021$224K0.06%+15,63113F-HRTimeline
ROGCO, LP4,343$222K0.08%013F-HRTimeline
Powell Investment Advisors, LLC4,337$221K0.08%013F-HRTimeline
Redhawk Wealth Advisors, Inc.4,330$221K0.03%+5113F-HRTimeline
Spinnaker Investment Group, LLC4,307$220K0.05%-79313F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC4,302$219K0.05%+5513F-HRTimeline
Elm3 Financial Group, LLC4,263$217K0.18%-2,40013F-HRTimeline
Williams Jones Wealth Management, LLC.4,252$217K<0.01%013F-HRTimeline
KPP Advisory Services LLC4,150$212K0.03%-30013F-HR/ATimeline
Exchange Bank4,080$208K0.16%-32113F-HRTimeline
RPS ADVISORY SOLUTIONS LLC4,069$208K0.11%new13F-HRTimeline
Narus Financial Partners, LLC4,066$207K0.06%new13F-HRTimeline
Summit Wealth Partners, LLC4,007$204K0.04%013F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.4,000$204K0.07%-1,77513F-HRTimeline
Summit Place Financial Advisors, LLC3,960$202K0.1%-2,40013F-HRTimeline
Kovack Advisors, Inc.3,947$201K0.02%new13F-HRTimeline
Continuum Advisory, LLC3,939$201K0.02%+1,63713F-HRTimeline
NFSG Corp3,907$199K0.03%new13F-HRTimeline
Cove Street Capital, LLC3,901$199K0.29%+1,70113F-HRTimeline
Capital Advisors, Ltd. LLC3,907$199K0.02%-32713F-HRTimeline
WHITTIER TRUST CO3,865$197K<0.01%+2,76013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,689$188K0.01%-4413F-HRTimelineGroup
Glen Eagle Advisors, LLC3,597$183K0.03%+713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding3,526$180K+2,256Timeline
Coastline Trust Co3,461$177K0.02%+2613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sachetta, LLC3,200$163K0.06%013F-HRTimeline
Medallion Wealth Advisors, LLC3,058$155K0.06%+113F-HRTimeline
MAI Capital Management2,481$127K<0.01%-8913F-HRTimeline
Westside Investment Management, Inc.2,353$120K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC2,210$113K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,119$108K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.2,075$106K<0.01%013F-HRTimeline
Financial Connections Group, Inc.2,008$102K0.04%new13F-HRTimeline
Park Place Capital Corp2,000$102K0.02%013F-HRTimeline
Cranbrook Wealth Management, LLC1,974$101K0.02%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,946$99.3K0.05%013F-HRTimeline
Front Row Advisors LLC1,914$97.7K0.03%013F-HRTimeline
FMR LLCin group FMR LLC1,757$89.6K<0.01%-1,62513F-HRTimelineGroup
Grove Bank & Trust1,637$83.5K0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.1,485$75.8K0.01%13F-HRTimeline
North Star Investment Management Corp.1,460$74.5K0.01%+97013F-HRTimeline
Archer Investment Corp1,441$73.5K0.02%-36813F-HRTimeline
LRI Investments, LLC1,285$65.6K0.01%013F-HRTimeline
Caldwell Trust Co1,252$63.9K0.01%-513F-HRTimeline
Wagner Wealth Management, LLC1,236$63.1K0.01%new13F-HRTimeline
AFFINITY WEALTH LLC1,225$62.5K0.05%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,156$59K<0.01%-72413F-HRTimelineGroup
Addison Advisors LLC1,115$56.9K0.01%-83513F-HRTimeline
Blue Trust, Inc.1,081$55.2K<0.01%+1313F-HRTimeline
IFS Advisors, LLC1,000$51K0.04%013F-HRTimeline
Founders Financial Alliance, LLC989$50.5K0.01%-8113F-HRTimeline
Citizens National Bank Trust Department948$48.4K0.01%013F-HRTimeline
Parallel Advisors, LLC906$46.2K<0.01%-24513F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC878$44.8K<0.01%+5113F-HRTimeline