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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
ARGUS INVESTORS' COUNSEL, INC.11,489$584K0.47%-4613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC11,430$581K0.03%+2,91613F-HRTimeline
Professional Financial Advisors, LLC11,361$578K0.12%-45013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC11,336$577K0.18%+44013F-HRTimeline
Connecticut Wealth Management, LLC11,082$564K0.02%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC10,971$558K0.03%+35713F-HRTimeline
Global Trust Wealth Management LLC10,792$549K0.41%13F-HRTimeline
&PARTNERS10,745$546K<0.01%+67913F-HRTimeline
RDA Financial Network10,595$539K0.13%-34913F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC10,541$536K0.08%013F-HRTimeline
IHT Wealth Management, LLC10,499$534K0.01%new13F-HRTimeline
NATURAL INVESTMENTS, LLC10,493$533K0.13%new13F-HRTimeline
Balefire, LLC10,269$522K0.1%+1,29413F-HRTimeline
AlphaCore Capital LLC10,200$519K0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.10,067$512K0.31%-2,21013F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.10,010$510K0.39%-78813F-HRTimeline
LARCH CAPITAL PARTNERS LLC10,006$509K0.07%13F-HRTimeline
Opus Financial Solutions LLC9,973$507K0.48%13F-HRTimeline
First Heartland Consultants, Inc.9,673$492K0.04%+11713F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC9,653$491K0.06%+2,24413F-HRTimeline
Wealth Advisory Solutions, LLC9,551$486K0.11%-39713F-HRTimeline
Independent Family Office, LLC9,420$479K0.2%013F-HRTimeline
Main Street Financial Solutions, LLC9,401$478K0.04%+14813F-HRTimeline
Rockingstone Advisors LLC9,150$465K0.21%+4,47013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC9,020$459K0.01%013F-HRTimeline
Balboa Wealth Partners8,841$450K0.07%-20513F-HRTimeline
Baker Avenue Asset Management, LP8,783$447K0.01%-363,91713F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA8,771$446K0.08%-29713F-HRTimeline
Avantax Planning Partners, Inc.8,729$444K0.01%-14113F-HRTimeline
Advisors Capital Management, LLC8,642$440K0.01%+4,28913F-HRTimeline
Disciplined Investments, LLC8,640$439K0.17%-31613F-HRTimeline
New Insight Wealth Advisors8,426$429K0.15%-5,24413F-HRTimeline
Keebeck Wealth Management8,376$426K0.05%+2,75613F-HRTimeline
Two West Capital Advisors LLC8,261$420K0.24%-4,43913F-HRTimeline
EP Wealth Advisors, LLC8,257$420K<0.01%13F-HRTimeline
Unified Investment Management8,250$420K0.42%-12513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd8,186$416K0.01%+4,03213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC8,076$411K<0.01%-26713F-HRTimelineGroup
THOMPSON DAVIS & CO., INC.8,014$408K0.24%-23913F-HRTimeline
Signature Resources Capital Management,…7,966$405K0.2%new13F-HRTimeline
WESBANCO BANK INC7,858$400K0.01%-62713F-HRTimeline
RIK SAYLOR FINANCIAL, INC.7,759$395K0.29%-52813F-HRTimeline
CHOREO, LLC7,739$393K0.01%-18713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,730$393K<0.01%-26513F-HRTimelineGroup
Welch & Forbes LLC7,650$389K<0.01%013F-HRTimeline
Beacon Pointe Advisors, LLC7,636$388K<0.01%+1,48313F-HRTimeline
Bison Wealth, LLC7,595$386K0.04%+3613F-HRTimeline
Northwest Bancshares, Inc.7,560$385K0.07%-20013F-HRTimeline
Sherman Asset Management, Inc.7,539$383K0.32%+52013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.7,498$381K0.03%+8313F-HRTimelineGroup
GWN SECURITIES INC.7,450$379K0.08%-1,80513F-HRTimeline
Fortune Financial Advisors, LLC7,443$379K0.26%013F-HRTimeline
MERIDIAN MANAGEMENT CO7,430$378K0.09%013F-HRTimeline
Ethos Financial Group, LLC7,406$377K0.03%013F-HRTimeline
CAP Partners, LLC7,291$371K0.21%new13F-HRTimeline
Gateway Wealth Partners, LLC7,278$370K0.04%new13F-HRTimeline
OMNI 360 Wealth, Inc.7,210$367K0.19%+2,29013F-HRTimeline
Hobbs Group Advisors, LLC7,168$365K0.11%+3013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC7,141$363K0.1%013F-HRTimeline
Certified Advisory Corp7,105$361K0.03%-95513F-HRTimeline
BridgePort Financial Solutions, LLC6,998$356K0.1%-4,00013F-HRTimeline
Alpha Omega Wealth Management LLC6,990$356K0.06%013F-HRTimeline
Smith Thornton Advisors LLC6,980$355K0.18%013F-HRTimeline
Plotkin Financial Advisors, LLC6,855$349K0.17%+1,05513F-HRTimeline
GreatBanc Trust CO6,785$345K0.24%-1,10013F-HRTimeline
Bluesphere Advisors LLC6,518$332K0.15%-2,53513F-HRTimeline
Independent Wealth Advisors LLC6,395$325K0.34%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC6,381$325K0.01%-10513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp6,380$324K<0.01%013F-HR/ATimelineGroup
Integrated Capital Management, LLC6,311$321K0.14%+1013F-HRTimeline
Mascagni Wealth Management, Inc.6,255$318K0.24%-1,00013F-HRTimeline
Advisors Asset Management, Inc.6,254$318K0.01%+3,29613F-HR/ATimeline
Fourth Dimension Wealth, LLC6,229$317K0.12%+29713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,222$316K<0.01%+14913F-HRTimelineGroup
OPINICUS CAPITAL, INC.6,179$314K0.22%-1,45413F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…6,100$310K0.02%013F-HRTimeline
BOSTON FAMILY OFFICE LLC6,038$307K0.02%013F-HRTimeline
Fortitude Advisory Group L.L.C.6,016$306K0.13%+3913F-HRTimeline
Evanson Asset Management, LLC5,990$305K0.02%+5513F-HRTimeline
Brindle & Bay Financial Advisors, LLC5,971$304K0.2%13F-HRTimeline
Keystone Wealth Services, LLC5,897$300K0.06%-67013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC5,849$297K0.01%+28513F-HRTimeline
Tidemark, LLC5,848$297K0.08%013F-HRTimeline
Rossmore Private Capital5,838$297K0.03%new13F-HRTimeline
RPS ADVISORY SOLUTIONS LLC5,763$293K0.14%-1,30813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC5,660$288K0.01%+27213F-HRTimelineGroup
Financially in Tune, LLC5,597$285K0.27%13F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC5,550$282K0.01%013F-HRTimeline
Charter Oak Capital Management, LLC5,547$282K0.02%-51013F-HRTimeline
Cresset Asset Management, LLC5,500$280K<0.01%013F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.5,464$279K0.36%-2,27213F-HRTimeline
TABLEAUX LLC5,473$278K0.2%-7,51513F-HR/ATimeline
Essex Bankin group Essex Financial Services, Inc.5,410$275K0.06%013F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP5,409$275K0.02%+45213F-HRTimeline
Union Bancaire Privee, UBP SA5,651$274K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,359$273K0.01%-18113F-HRTimelineGroup
Horizon Investments, LLC5,335$271K<0.01%+1,65713F-HRTimeline
Mezzasalma Advisors, LLC5,320$271K0.07%013F-HRTimeline
Geneos Wealth Management Inc.5,290$269K0.01%-20613F-HRTimeline
United Asset Strategies, Inc.5,256$267K0.02%-49013F-HRTimeline
Federation des caisses Desjardins du Qu…5,176$263K<0.01%+50013F-HRTimeline
Parisi Gray Wealth Management5,148$262K0.06%new13F-HRTimeline
Breakwater Capital Group5,148$262K0.04%+33113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC5,080$258K0.02%-57513F-HRTimeline
Meridian Wealth Management, LLC5,078$258K0.01%-41213F-HRTimeline
Garner Asset Management Corp5,062$257K0.1%-3,20013F-HRTimeline
Mandatum Life Insurance Co Ltd5,060$257K0.06%013F-HRTimeline
Coppell Advisory Solutions LLC5,000$254K0.03%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,950$252K0.01%013F-HRTimeline
Patten Group, Inc.4,941$251K0.05%-1,45413F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd22,860$248K0.01%-40013F-HRTimelineGroup
CFM WEALTH PARTNERS LLC4,850$247K0.04%013F-HRTimeline
Continuum Advisory, LLC4,693$239K0.02%+18813F-HRTimeline
LEE DANNER & BASS INC4,642$236K0.02%013F-HRTimeline
Evolution Wealth Advisors, LLC4,580$233K0.02%013F-HRTimeline
Van Hulzen Asset Management, LLC4,543$231K0.02%013F-HRTimeline
Patton Albertson Miller Group, LLC4,500$229K0.03%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,465$227K<0.01%new13F-HRTimelineGroup
Prepared Retirement Institute LLC4,449$226K0.11%-78613F-HRTimeline
Thrive Capital Management, LLC4,404$224K0.05%+6613F-HRTimeline
Investment Advisory Group, LLC4,398$224K0.06%013F-HRTimeline
Powell Investment Advisors, LLC4,337$221K0.08%013F-HRTimeline
Spinnaker Investment Group, LLC4,307$219K0.04%013F-HRTimeline
Accelerate Investment Advisors LLC4,273$217K0.15%new13F-HRTimeline
Narus Financial Partners, LLC4,212$214K0.06%-6113F-HRTimeline
Eagle Bay Advisors LLC4,187$213K0.16%-2,25913F-HRTimeline
Cherry Tree Wealth Management, LLC4,109$209K0.04%+30013F-HRTimeline
Lifeworks Advisors, LLC4,086$208K0.03%-70913F-HRTimeline
Exchange Bank4,080$208K0.14%013F-HRTimeline
ROGCO, LP4,055$206K0.07%013F-HRTimeline
Kovack Advisors, Inc.4,008$204K0.01%+6113F-HR/ATimeline
Summit Wealth Partners, LLC4,007$204K0.04%013F-HRTimeline
Capital Advisors, Ltd. LLC3,966$202K0.02%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,950$201K<0.01%-110,95813F-HRTimelineGroup
WHITTIER TRUST CO3,865$197K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC3,852$196K0.03%+23713F-HRTimeline
Bravera Wealth3,734$190K0.1%13F-HRTimeline
Coastline Trust Co3,587$182K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rossby Financial, LCC3,530$180K0.06%+3,38913F-HRTimeline
Wilmington Savings Fund Society, FSB3,224$164K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,922$149K<0.01%-52913F-HR/ATimelineGroup
Laurel Wealth Advisors LLC2,908$148K0.02%new13F-HRTimeline
NFSG Corp2,509$128K0.02%-5,58413F-HRTimeline
Triumph Capital Management2,504$127K0.03%new13F-HRTimeline
CoreCap Advisors, LLC2,496$127K<0.01%-40,08413F-HRTimeline
Greykasell Wealth Strategies, Inc.2,483$126K0.05%013F-HRTimeline
Medallion Wealth Advisors, LLC2,460$125K0.04%+113F-HRTimeline
FMR LLCin group FMR LLC2,370$121K<0.01%+53413F-HRTimelineGroup
Westside Investment Management, Inc.2,353$120K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC2,249$114K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,220$113K<0.01%-98113F-HRTimelineGroup
MAI Capital Management2,197$112K<0.01%-18313F-HRTimeline
TD Waterhouse Canada Inc.2,069$105K<0.01%+18513F-HRTimeline
Cranbrook Wealth Management, LLC1,974$100K0.02%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,946$99K0.04%013F-HRTimeline
Front Row Advisors LLC1,914$97.3K0.03%013F-HRTimeline
MidAtlantic Capital Management, Inc.1,903$96.8K0.06%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,850$94.1K<0.01%+45013F-HRTimelineGroup
Sankala Group LLC1,781$90.8K0.07%13F-HRTimeline
North Star Investment Management Corp.1,731$88K0.01%+27113F-HRTimeline
Strategic Wealth Partners, Ltd.1,700$86.5K0.01%+2213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,649$83.9K<0.01%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH1,640$83.4K0.02%+1,21513F-HRTimeline
IFC & Insurance Marketing, Inc.1,638$83K0.08%13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,553$79K0.02%-14,72313F-HRTimeline
LRI Investments, LLC1,285$65.4K0.01%013F-HRTimeline
AFFINITY WEALTH LLC1,225$62.3K0.04%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,199$61K<0.01%+2613F-HRTimelineGroup
Lavaca Capital LLC1,126$57.3K0.01%new13F-HRTimeline
Addison Advisors LLC1,115$56.7K0.01%013F-HRTimeline
Blue Trust, Inc.1,112$56.6K<0.01%+1713F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC1,106$56.3K0.08%13F-HRTimeline
WINNACLE WEALTH LLC1,082$55.2K0.04%-37513F-HRTimeline
Global Trust Asset Management, LLC1,000$50.9K0.02%-6,61013F-HRTimeline
IFS Advisors, LLC1,000$50.9K0.03%013F-HRTimeline
Founders Financial Alliance, LLC992$50.5K0.01%+113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp812$41.3K<0.01%013F-HRTimelineGroup
BAYBAN732$37.2K0.03%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC730$37.1K0.01%new13F-HRTimeline
SYM FINANCIAL Corp725$36.9K<0.01%013F-HRTimeline
Archer Investment Corp725$36.9K0.01%-71613F-HRTimeline
Quarry LP710$36.1K0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…708$36K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT687$34.9K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC656$33.3K0.01%+1113F-HRTimeline
LOWE BROCKENBROUGH & CO INC588$29.9K<0.01%013F-HRTimeline
Parallel Advisors, LLC588$29.9K<0.01%-2113F-HRTimeline
Cornerstone Financial Management LLC586$29.8K0.03%13F-HR/ATimeline
Elequin Capital, LP541$27.5K<0.01%013F-HRTimeline
Financial Freedom, LLC505$25.7K0.01%+513F-HRTimeline
MRP Capital Investments, LLC500$25.4K0.02%013F-HRTimeline
Park Place Capital Corp500$25.4K0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…500$25.4K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP492$25K<0.01%013F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN425$21.6K<0.01%013F-HRTimeline
Caldwell Trust Co412$21K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.400$20.3K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC358$18.2K<0.01%+25013F-HRTimeline
Atomic Invest LLC335$17K0.01%13F-HRTimeline
Pinnacle Bancorp, Inc.325$16.5K<0.01%013F-HRTimeline