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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
ELEVATE WEALTH ADVISORY, INC869$44.4K0.03%-3,44013F-HRTimeline
Rosenberg Matthew Hamilton800$40.8K0.01%013F-HRTimeline
TFC Financial Management, Inc.792$40.4K0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC727$37.1K<0.01%+313F-HRTimelineGroup
SYM FINANCIAL Corp725$37K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…708$36.1K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT687$35.1K<0.01%013F-HRTimeline
WealthShield Partners, LLC640$32.7K<0.01%-40013F-HRTimeline
AMERIFLEX GROUP, INC.638$32.5K0.02%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC637$32.5K0.01%+813F-HRTimeline
Elequin Capital, LP541$27.6K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC509$26K<0.01%-8313F-HRTimeline
MRP Capital Investments, LLC500$25.5K0.02%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…500$25.5K<0.01%013F-HRTimeline
Financial Freedom, LLC495$25.3K0.01%+413F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP492$25.1K<0.01%new13F-HRTimelineGroup
Wilmington Savings Fund Society, FSB464$23.7K<0.01%013F-HRTimeline
Opal Wealth Advisors, LLC444$22.7K0.01%+3013F-HRTimeline
Friedenthal Financial438$22.3K0.01%+5913F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN425$21.7K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH425$21.7K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.400$20.4K0.01%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …393$20.1K<0.01%013F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.390$19.9K<0.01%-8513F-HRTimeline
Future Financial Wealth Managment LLC379$19.3K0.01%013F-HRTimeline
West Branch Capital LLC376$19.2K0.01%+513F-HRTimeline
Transce3nd, LLC336$17.1K0.01%+2213F-HRTimeline
Pinnacle Bancorp, Inc.325$16.6K0.01%013F-HRTimeline
NewSquare Capital LLC301$15.4K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA300$15.3K<0.01%new13F-HRTimeline
Bogart Wealth, LLC286$14.6K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…263$13.4K<0.01%+26213F-HRTimelineGroup
Park Square Financial Group, LLC260$13.3K0.01%-3913F-HRTimeline
City State Bank235$12K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…212$10.8K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.209$10.7K<0.01%013F-HRTimeline
Headlands Technologies LLC200$10.2K<0.01%-31813F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…197$10.1K<0.01%new13F-HRTimelineGroup
TSFG, LLC198$10K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.186$9.49K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division183$9.34K<0.01%-37,44513F-HRTimeline
Rossby Financial, LCC170$8.67K<0.01%+5913F-HRTimeline
Golden State Wealth Management, LLC144$7.36K<0.01%+213F-HRTimeline
HHM Wealth Advisors, LLC120$6.12K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.127$6K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC108$5.51K<0.01%013F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC100$5.1K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC99$5.05K<0.01%013F-HRTimeline
FSA Wealth Management LLC98$5.01K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.98$4.99K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…88$4.49K0.01%013F-HR/ATimeline
Key Financial Inc84$4.29K<0.01%+7013F-HRTimeline
Provenance Wealth Advisors, LLC79$4.03K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.66$3.37K<0.01%new13F-HRTimeline
Provident Wealth Management, LLC63$3.21K<0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC61$3.13K<0.01%new13F-HR/ATimeline
Millstone Evans Group, LLC51$2.6K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.46$2.36K<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.44$2.25K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC40$2.02K<0.01%+113F-HRTimeline
Nova Wealth Management, Inc.36$1.84K<0.01%new13F-HRTimeline
LGT Financial Advisors LLC31$1.58K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc23$1.17K<0.01%-40413F-HRTimeline
Sound Income Strategies, LLC19$989<0.01%-3813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…15$765<0.01%-9913F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.15$762<0.01%-713F-HRTimeline
Iron Horse Wealth Management, LLC5$263<0.01%013F-HRTimeline
Bear Mountain Capital, Inc.4$204<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.