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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
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.318$16.2K<0.01%-3,53013F-HRTimelineGroup
Rialto Wealth Management, LLC304$15.5K<0.01%-2,29713F-HRTimeline
MidFirst Bank298$15.2K<0.01%13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC282$14.3K<0.01%013F-HRTimelineGroup
Park Square Financial Group, LLC272$13.8K0.08%+9013F-HRTimeline
City State Bank235$12K<0.01%013F-HRTimeline
Garton & Associates Financial Advisors …200$10.2K0.01%13F-HRTimeline
TSFG, LLC200$10K<0.01%+113F-HRTimeline
Lodestone Wealth Management LLC184$9.36K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division183$9.31K<0.01%013F-HRTimeline
WealthShield Partners, LLC140$7.12K<0.01%013F-HRTimeline
OPTIMA CAPITAL LLC137$6.97K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.129$6.56K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC120$6.1K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC117$5.98K<0.01%+213F-HRTimeline
Caitlin John, LLC113$5.75K<0.01%-24513F-HRTimeline
Signature Equity Partners, LLC102$5.19K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…101$5.14K<0.01%new13F-HRTimelineGroup
NEW ENGLAND ASSET MANAGEMENT INC100$5.09K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC99$5.04K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.98$4.98K<0.01%013F-HRTimeline
Westfuller Advisors, LLC93$4.72K<0.01%-44813F-HRTimeline
Provenance Wealth Advisors, LLC79$4.02K<0.01%013F-HRTimeline
WELLINGTON-ALTUS USA INC.69$3.51K<0.01%13F-HRTimeline
Provident Wealth Management, LLC63$3.2K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp52$2.69K<0.01%013F-HR/ATimeline
Millstone Evans Group, LLC51$2.59K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.43$2.2K<0.01%-313F-HRTimeline
Realta Investment Advisors34$1.73K<0.01%013F-HRTimeline
Vision Retirement, LLC34$1.73K<0.01%13F-HRTimeline
Key Financial Inc14$712<0.01%013F-HRTimeline
BARD ASSOCIATES INC10$502<0.01%-6,66913F-HRTimeline
MJT & Associates Financial Advisory Gro…7$357<0.01%-113F-HR/ATimeline
RICHARDSON FINANCIAL SERVICES INC.7$356<0.01%+113F-HRTimeline
Bear Mountain Capital, Inc.4$204<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$39<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC0$20<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
BLUELINE ADVISORS LLC0$1<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.