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Disclosery

FLOT ISHARES TR

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SHS (fund)

642 managers (648 13F filers) reported a position in FLOT shares at 2025-09-30, 105,494,838 shares in all. 47 filers opened a position and 71 filers sold out during the quarter.

Managers
642
13F filers
648
New
47
Added
237
Reduced
258
Sold out
71
Shares held by filers
105,494,838

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Bogart Wealth, LLC482$24.6K<0.01%+19613F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN425$21.7K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH425$21.7K0.01%013F-HRTimeline
Caldwell Trust Co412$21K<0.01%-84013F-HRTimeline
FINANCIAL CONSULATE, INC409$20.9K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.400$20.4K0.01%013F-HRTimeline
Future Financial Wealth Managment LLC379$19.4K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Caitlin John, LLC358$18.3K0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.325$16.6K<0.01%013F-HRTimeline
Abich Financial Wealth Management LLC286$14.6K0.01%13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC282$14.4K<0.01%-44513F-HRTimelineGroup
City State Bank235$12K<0.01%013F-HRTimeline
TSFG, LLC199$10K<0.01%+113F-HRTimeline
Central Pacific Bank - Trust Division183$9.35K<0.01%013F-HRTimeline
Park Square Financial Group, LLC182$9.3K0.04%-7813F-HRTimeline
Rossby Financial, LCC141$7.18K<0.01%-2913F-HRTimeline
WealthShield Partners, LLC140$7.15K<0.01%-50013F-HRTimeline
HHM Wealth Advisors, LLC120$6.13K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC115$5.92K<0.01%-2913F-HRTimeline
ROTHSCHILD INVESTMENT LLC108$5.52K<0.01%013F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC100$5.11K<0.01%013F-HRTimeline
FSA Wealth Management LLC99$5.08K<0.01%+113F-HRTimeline
Darwin Wealth Management, LLC99$5.06K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.98$5.01K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC79$4.04K<0.01%013F-HRTimeline
Provident Wealth Management, LLC63$3.22K<0.01%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC60$3.06K<0.01%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp52$2.66K<0.01%13F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…51$2.6K<0.01%+3613F-HRTimelineGroup
Millstone Evans Group, LLC51$2.6K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.46$2.36K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC40$2.05K<0.01%013F-HRTimeline
LGT Financial Advisors LLC39$1.99K<0.01%+813F-HRTimeline
Realta Investment Advisors34$1.74K<0.01%new13F-HRTimeline
United Financial Planning Group LLC17$1.62K<0.01%13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC15$766<0.01%new13F-HRTimeline
Key Financial Inc14$713<0.01%-7013F-HRTimeline
MJT & Associates Financial Advisory Gro…8$409<0.01%-8013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.6$307<0.01%-913F-HRTimeline
Bear Mountain Capital, Inc.4$204<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$38<0.01%-26213F-HRTimelineGroup
Strategic Investment Advisors / MI257,741$39.9Knew13F-HR/ATimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.