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Disclosery

FLOT ISHARES TR

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SHS (fund)

655 managers (664 13F filers) reported a position in FLOT shares at 2026-03-31, 110,833,812 shares in all. 65 filers opened a position and 50 filers sold out during the quarter.

Managers
655
13F filers
664
New
65
Added
251
Reduced
234
Sold out
50
Shares held by filers
110,833,812

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Oakmont Advisory Group, LLC12,117$617K0.63%-2,37013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC12,057$614K0.02%+14013F-HR/ATimeline
Focus Financial Network, Inc.11,877$605K0.02%-1,45513F-HRTimeline
Capital Investment Services of America,…11,842$603K0.06%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,783$600K0.01%-180,71213F-HRTimelineGroup
Avidian Wealth Enterprises, LLC11,648$593K0.02%-2,03713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC11,596$591K0.18%+26013F-HRTimeline
Midwest Financial Network, LLC11,502$586K0.47%-1,63613F-HRTimeline
Philadelphia Investment Partners, LLC11,344$578K0.39%13F-HRTimeline
NATURAL INVESTMENTS, LLC11,257$573K0.14%+76413F-HRTimeline
Connecticut Wealth Management, LLC11,082$565K0.02%013F-HRTimeline
Guardian Capital, LLC10,871$554K0.53%new13F-HRTimeline
Advisors Asset Management, Inc.10,702$545K0.01%+4,44813F-HRTimeline
AlphaCore Capital LLC10,626$541K0.01%+42613F-HRTimeline
American Wealth Advisors, LLC10,604$540K0.56%-96013F-HRTimeline
Ascent Advisors, LLC10,657$540K0.99%new13F-HRTimeline
Coral Wealth Management, LLC10,501$535K0.6%13F-HRTimeline
Summit Financial, LLC10,460$533K0.01%-1,22213F-HRTimeline
NorthCrest Asset Manangement, LLC10,478$532K0.02%-2,08413F-HRTimeline
Sherman Asset Management, Inc.10,233$521K0.48%+2,69413F-HRTimeline
Leo Wealth, LLC10,067$513K0.04%-1,99913F-HRTimeline
First Heartland Consultants, Inc.10,049$512K0.04%+37613F-HRTimeline
Ellis Investment Partners, LLC10,026$511K0.09%new13F-HRTimeline
LARCH CAPITAL PARTNERS LLC10,006$510K0.07%013F-HRTimeline
HB Wealth Management, LLC9,983$509K<0.01%-2,45013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC9,970$507K0.03%-1,73513F-HR/ATimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC9,928$506K0.09%-2,02513F-HRTimeline
Wealth Advisory Solutions, LLC9,501$484K0.11%-5013F-HRTimeline
Cascade Financial Partners, LLC9,497$484K0.05%-26,23013F-HRTimeline
Avantax Planning Partners, Inc.9,421$480K0.01%+69213F-HRTimeline
Independent Family Office, LLC9,420$480K0.2%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC9,375$478K0.08%-1,16613F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.9,214$469K0.42%-2,27513F-HRTimeline
Rockingstone Advisors LLC9,150$466K0.21%013F-HRTimeline
Waverly Advisors, LLC9,148$466K<0.01%-44,33813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC9,020$460K0.01%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…8,940$455K0.01%-6,65913F-HRTimelineGroup
Balboa Wealth Partners8,845$451K0.08%+413F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA8,771$447K0.08%013F-HRTimeline
GWN SECURITIES INC.8,667$442K0.08%+1,21713F-HRTimeline
NWAM LLC8,668$442K0.03%-3,94313F-HRTimeline
Global Trust Wealth Management LLC8,602$438K0.33%-2,19013F-HRTimeline
Main Street Financial Solutions, LLC8,271$421K0.03%-1,13013F-HRTimeline
Unified Investment Management8,250$420K0.43%013F-HRTimeline
Disciplined Investments, LLC8,073$411K0.15%-56713F-HRTimeline
Keebeck Wealth Management8,047$410K0.05%-32913F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.8,000$408K0.28%-2,01013F-HRTimeline
Kovack Advisors, Inc.8,016$407K0.02%+4,00813F-HRTimeline
Beacon Pointe Advisors, LLC7,975$406K<0.01%+33913F-HRTimeline
Beta Wealth Group, Inc.7,951$405K0.17%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,884$402K<0.01%-4,61113F-HRTimelineGroup
WESBANCO BANK INC7,779$396K0.01%-7913F-HRTimeline
CHOREO, LLC7,739$394K<0.01%013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.7,675$391K0.3%-8413F-HRTimeline
Donor Advised Charitable Giving, Inc.7,606$388K0.01%-6,78213F-HRTimeline
Northwest Bancshares, Inc.7,560$385K0.08%013F-HRTimeline
THOMPSON DAVIS & CO., INC.7,499$382K0.25%-51513F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.7,498$382K0.03%013F-HRTimelineGroup
Welch & Forbes LLC7,350$374K<0.01%-30013F-HRTimeline
Certified Advisory Corp7,239$369K0.03%+13413F-HRTimeline
Hobbs Group Advisors, LLC7,182$366K0.11%+1413F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC7,141$364K0.1%013F-HRTimeline
OMNI 360 Wealth, Inc.7,090$361K0.19%-12013F-HRTimeline
Alpha Omega Wealth Management LLC6,990$356K0.06%013F-HRTimeline
Smith Thornton Advisors LLC6,980$356K0.18%013F-HRTimeline
Two West Capital Advisors LLC6,902$352K0.19%-1,35913F-HRTimeline
CAP Partners, LLC6,865$350K0.2%-42613F-HRTimeline
Plotkin Financial Advisors, LLC6,855$349K0.18%013F-HRTimeline
Orion Porfolio Solutions, LLC6,748$344K<0.01%-45,66013F-HRTimeline
Triton Financial Group Inc6,743$343K0.6%new13F-HRTimeline
&PARTNERS6,707$342K<0.01%-4,03813F-HRTimeline
GeoWealth Management, LLC6,679$340K0.01%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC6,556$334K<0.01%-1,17413F-HRTimelineGroup
Independent Wealth Advisors LLC6,415$327K0.32%+2013F-HRTimeline
Integrated Capital Management, LLC6,387$325K0.14%+7613F-HRTimeline
U.S. Capital Wealth Advisors, LLC6,381$325K0.01%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp6,380$325K<0.01%013F-HR/ATimelineGroup
Mascagni Wealth Management, Inc.6,255$319K0.23%013F-HRTimeline
Horizon Investments, LLC6,252$316K<0.01%+91713F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC6,200$316K0.01%+65013F-HRTimeline
Reyes Financial Architecture, Inc.6,154$314K0.26%-3,91313F-HRTimeline
Financially in Tune, LLC6,117$312K0.27%+52013F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…6,100$311K0.01%013F-HRTimeline
Fortitude Advisory Group L.L.C.6,032$307K0.14%+1613F-HRTimeline
Evanson Asset Management, LLC6,029$307K0.02%+3913F-HRTimeline
Stirlingshire Investments, Inc.5,868$299K0.26%-31,05813F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC5,849$298K0.01%013F-HRTimeline
Tidemark, LLC5,848$298K0.08%013F-HRTimeline
OPINICUS CAPITAL, INC.5,831$297K0.21%-34813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,767$294K<0.01%new13F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC5,581$284K0.01%-7913F-HRTimelineGroup
Foundations Investment Advisors, LLC5,577$284K<0.01%-116,97213F-HRTimeline
Keystone Wealth Services, LLC5,574$284K0.06%-32313F-HRTimeline
Cresset Asset Management, LLC5,500$280K<0.01%013F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.5,443$277K0.26%-2113F-HRTimeline
New Insight Wealth Advisors5,405$275K0.1%-3,02113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,367$273K0.01%+813F-HRTimelineGroup
United Asset Strategies, Inc.5,326$271K0.02%+7013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd29,669$267K0.01%+6,80913F-HRTimelineGroup
Rossby Financial, LCC5,243$266K0.06%+1,71313F-HRTimeline
Federation des caisses Desjardins du Qu…5,176$264K<0.01%013F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.5,165$263K0.06%-24513F-HRTimelineGroup
Mezzasalma Advisors, LLC5,144$262K0.07%-17613F-HRTimeline
S&A Financial Services, Inc.5,123$261K0.18%13F-HRTimeline
Summit Wealth Partners, LLC5,119$261K0.04%+1,11213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC5,080$259K0.02%013F-HRTimeline
Meridian Wealth Management, LLC5,078$259K0.01%013F-HRTimeline
GreatBanc Trust CO5,075$259K0.18%-1,71013F-HRTimeline
Visionary Wealth Advisors5,072$258K0.01%new13F-HRTimeline
Mandatum Life Insurance Co Ltd5,060$258K0.06%013F-HRTimeline
BridgePort Financial Solutions, LLC5,058$258K0.07%-1,94013F-HRTimeline
Eddie Patel Inc4,951$252K0.19%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,950$251K0.01%013F-HRTimeline
CFM WEALTH PARTNERS LLC4,850$247K0.04%013F-HRTimeline
BOSTON FAMILY OFFICE LLC4,853$247K0.02%-1,18513F-HRTimeline
MERIDIAN MANAGEMENT CO4,785$244K0.06%-2,64513F-HRTimeline
Alhambra Investment Management LLC4,725$241K0.11%new13F-HRTimeline
Baker Avenue Asset Management, LP4,720$240K0.01%-4,06313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,696$239K0.02%new13F-HRTimeline
LEE DANNER & BASS INC4,642$237K0.01%013F-HRTimeline
Geneos Wealth Management Inc.4,604$235K0.01%-68613F-HRTimeline
Charter Oak Capital Management, LLC4,600$234K0.02%-94713F-HRTimeline
TABLEAUX LLC4,584$234K0.11%-88913F-HRTimeline
Evolution Wealth Advisors, LLC4,580$233K0.02%013F-HRTimeline
Narus Financial Partners, LLC4,512$230K0.06%+30013F-HRTimeline
Patton Albertson Miller Group, LLC4,500$229K0.03%013F-HRTimeline
Van Hulzen Asset Management, LLC4,458$227K0.02%-8513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,446$227K<0.01%-3,63013F-HRTimelineGroup
RPS ADVISORY SOLUTIONS LLC4,432$226K0.13%-1,33113F-HRTimeline
Investment Advisory Group, LLC4,398$224K0.06%013F-HRTimeline
Thrive Capital Management, LLC4,393$224K0.05%-1113F-HRTimeline
Goldstone Financial Group, LLC4,381$223K0.02%new13F-HRTimeline
Breakwater Capital Group4,356$222K0.03%-79213F-HRTimeline
Powell Investment Advisors, LLC4,337$221K0.08%013F-HRTimeline
Continuum Advisory, LLC4,311$220K0.02%-38213F-HRTimeline
Union Bancaire Privee, UBP SA4,306$215K<0.01%-1,34513F-HRTimeline
GC Wealth Management RIA, LLC4,167$212K0.01%new13F-HRTimeline
EP Wealth Advisors, LLC4,147$211K<0.01%-4,11013F-HRTimeline
Prepared Retirement Institute LLC4,141$211K0.1%-30813F-HR/ATimeline
Exchange Bank4,131$210K0.15%+5113F-HRTimeline
Cherry Tree Wealth Management, LLC4,109$209K0.04%013F-HRTimeline
Midwest Professional Planners, LTD.4,044$206K0.05%new13F-HRTimeline
Patten Group, Inc.4,003$204K0.04%-93813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,973$202K<0.01%+2313F-HRTimelineGroup
Capital Advisors, Ltd. LLC3,966$202K0.02%013F-HRTimeline
Glen Eagle Advisors, LLC3,869$197K0.03%+1713F-HRTimeline
WHITTIER TRUST CO3,865$196K<0.01%013F-HRTimeline
Rossmore Private Capital3,838$196K0.02%-2,00013F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC3,742$191K0.15%new13F-HRTimeline
Compagnie Lombard Odier SCmA3,655$186K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB3,224$164K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.3,000$153K0.01%new13F-HRTimeline
Signature Resources Capital Management,…2,960$151K0.07%-5,00613F-HRTimeline
Bravera Wealth2,940$150K0.07%-79413F-HRTimeline
Capital Investment Advisory Services, L…2,938$150K0.01%-10,45713F-HRTimeline
CoreCap Advisors, LLC2,825$144K<0.01%+32913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,509$128K<0.01%-41313F-HRTimelineGroup
Triumph Capital Management2,502$127K0.03%-213F-HRTimeline
Greykasell Wealth Strategies, Inc.2,483$127K0.05%013F-HRTimeline
Medallion Wealth Advisors, LLC2,460$125K0.04%013F-HRTimeline
Westside Investment Management, Inc.2,353$120K0.02%013F-HRTimeline
TD Waterhouse Canada Inc.2,334$118K<0.01%+26513F-HRTimeline
Aptus Capital Advisors, LLC2,054$105K<0.01%-19513F-HRTimeline
Blue Trust, Inc.2,037$104K<0.01%+92513F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding2,010$102KnewTimeline
Cranbrook Wealth Management, LLC1,974$101K0.02%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,946$99.1K0.04%013F-HRTimeline
Front Row Advisors LLC1,914$97.5K0.03%013F-HRTimeline
ROGCO, LP1,888$96.2K0.03%-2,16713F-HRTimeline
Sankala Group LLC1,781$90.6K0.07%013F-HRTimeline
North Star Investment Management Corp.1,731$88.2K0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,673$85.2K<0.01%-69713F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,649$84K<0.01%013F-HRTimeline
Coastline Trust Co1,587$80.9K0.01%-2,00013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Strategic Wealth Partners, Ltd.1,551$79K0.01%-14913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,508$76.8K<0.01%+30913F-HRTimelineGroup
Wellington Grp LLC1,481$75.5K0.02%new13F-HRTimeline
Global Assets Advisory, LLC1,472$75K0.02%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH1,361$69.3K0.02%-27913F-HRTimeline
LRI Investments, LLC1,285$65.5K0.01%013F-HRTimeline
Atomic Invest LLC1,155$58.7K0.03%+82013F-HRTimeline
Lavaca Capital LLC1,134$57.8K0.01%+813F-HRTimeline
Addison Advisors LLC1,115$56.8K0.01%013F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC1,114$56.7K0.08%+813F-HRTimeline
Clearstead Advisors, LLC1,002$51K<0.01%new13F-HRTimeline
Global Trust Asset Management, LLC1,000$51K0.02%013F-HRTimeline
IFS Advisors, LLC1,000$51K0.03%013F-HRTimeline
Founders Financial Alliance, LLC993$50.6K0.01%+113F-HRTimeline
Cornerstone Financial Management LLC978$49.8K0.05%+39213F-HR/ATimeline
10Elms LLP826$42.1K0.03%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp812$41.4K<0.01%013F-HRTimelineGroup
BAYBAN732$37.3K0.03%013F-HRTimeline
Archer Investment Corp725$36.9K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…708$36.1K0.01%013F-HRTimeline
Magnolia Wealth Management, LLC700$35.7K0.02%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT687$35K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC660$33.6K0.01%+413F-HRTimeline
LOWE BROCKENBROUGH & CO INC588$30K<0.01%013F-HRTimeline
Parallel Advisors, LLC588$30K<0.01%013F-HR/ATimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…525$26.7K<0.01%-1,32513F-HR/ATimelineGroup