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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
Banque Transatlantique SAin group Banque Transatlantique SA1,429$73K<0.01%new13F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,295$66.1K<0.01%new13F-HRTimelineGroup
LRI Investments, LLC1,285$65.6K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,243$63.5K<0.01%-26513F-HRTimelineGroup
Blue Trust, Inc.1,184$60.4K<0.01%-85313F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC1,171$59.8K<0.01%new13F-HRTimeline
Lavaca Capital LLC1,146$58.5K0.01%+1213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,120$57K<0.01%new13F-HRTimelineGroup
Cape Investment Advisory, Inc.1,089$55.6K0.01%new13F-HRTimeline
Clearstead Advisors, LLC1,012$51.7K<0.01%+1013F-HRTimeline
Global Trust Asset Management, LLC1,000$51K0.02%013F-HRTimeline
IFS Advisors, LLC1,000$51K0.02%013F-HRTimeline
Cornerstone Financial Management LLC978$49.9K0.04%013F-HR/ATimeline
Atomic Invest LLC958$48.9K<0.01%-19713F-HRTimeline
Wagner Wealth Management, LLC912$46.6K0.01%new13F-HRTimeline
LOWE BROCKENBROUGH & CO INC835$42.6K<0.01%+24713F-HRTimeline
BLUELINE ADVISORS LLC831$42.4K0.03%+60913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp812$41.5K<0.01%013F-HRTimelineGroup
BAYBAN732$37.4K0.03%013F-HRTimeline
Archer Investment Corp725$37K0.01%013F-HR/ATimeline
HOLLENCREST CAPITAL MANAGEMENT687$35.1K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC667$34K0.01%+713F-HRTimeline
Parallel Advisors, LLC588$30K<0.01%013F-HRTimeline
Elequin Capital, LP541$27.6K<0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP492$25.1K<0.01%013F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.491$25.1K0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC460$23.5K0.02%+10513F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN425$21.7K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH425$21.7K0.01%-93613F-HRTimeline
Dunhill Financial, LLC419$21.4K<0.01%new13F-HRTimeline
Caldwell Trust Co412$21K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.404$20.6K<0.01%+413F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.400$20.4K<0.01%013F-HRTimeline
MATHER GROUP, LLC.369$18.8K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC259$18.7K0.01%-2,20113F-HRTimeline
ROTHSCHILD INVESTMENT LLC358$18.3K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.325$16.6K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC282$14.4K<0.01%013F-HRTimelineGroup
Signature Equity Partners, LLC238$12.1K0.01%+113F-HRTimeline
Union Bancaire Privee, UBP SA315$12.1K<0.01%-3,99113F-HRTimeline
Planning Strategies Inc.236$12K0.01%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…229$11.7K<0.01%new13F-HRTimeline
MCF Advisors LLC198$10.1K<0.01%013F-HRTimeline
TSFG, LLC200$10K<0.01%013F-HRTimeline
Fairman Group, LLC186$9.49K0.01%new13F-HRTimeline
Lodestone Wealth Management LLC184$9.39K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division183$9.34K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC171$8.73K<0.01%new13F-HRTimeline
Axiom Investment Management LLC145$7.4K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC140$7.15K<0.01%-6913F-HRTimeline
First Bancorp, Inc /ME/135$6.89K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC120$6.13K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC118$6.03K<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC113$5.77K<0.01%new13F-HRTimeline
Caitlin John, LLC113$5.77K<0.01%013F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC100$5.11K<0.01%new13F-HRTimeline
Institute for Wealth Management, LLC.100$5.11K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC99$5.05K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS98$5K<0.01%new13F-HRTimeline
Larson Financial Group LLC95$4.85K<0.01%new13F-HRTimeline
USA FINANCIAL FORMULAS89$4.54K<0.01%13F-HRTimeline
Provenance Wealth Advisors, LLC79$4.03K<0.01%013F-HRTimeline
WELLINGTON-ALTUS USA INC.69$3.52K<0.01%013F-HRTimeline
Provident Wealth Management, LLC63$3.23K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp54$2.73K<0.01%013F-HRTimeline
Millstone Evans Group, LLC51$2.6K<0.01%013F-HRTimeline
Talon Private Wealth, LLC49$2.45K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC45$2.29K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.43$2.21K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.38$1.94K<0.01%013F-HRTimeline
Realta Investment Advisors34$1.74K<0.01%013F-HRTimeline
City State Bank26$1.33K<0.01%-513F-HRTimeline
Bank of New Hampshire25$1.28K<0.01%013F-HRTimeline
Park Square Financial Group, LLC18$9190.01%-4513F-HRTimeline
MJT & Associates Financial Advisory Gro…6$307<0.01%-113F-HRTimeline
Bear Mountain Capital, Inc.4$204<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC2$102<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$40<0.01%013F-HRTimelineGroup
GW&K Investment Management, LLC4$00%013F-HRTimelineValue filed as zero, left out of ratios.
Compagnie Lombard Odier SCmA0$00%-3,65513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.