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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
Financial Freedom, LLC507$25.9K0.01%+213F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…500$25.5K<0.01%013F-HRTimeline
MRP Capital Investments, LLC500$25.5K0.02%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP492$25.1K<0.01%013F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.491$25K0.02%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.433$22.1K<0.01%+11513F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN425$21.7K<0.01%013F-HRTimeline
Caldwell Trust Co412$21K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.400$20.4K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.400$20.4K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners375$19K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC358$18.2K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC355$18.1K0.01%new13F-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, LLC237$12.1K0.01%+13513F-HRTimeline
BLUELINE ADVISORS LLC222$11.3K0.01%+22213F-HRTimeline
Rialto Wealth Management, LLC209$10.6K<0.01%-9513F-HRTimeline
MCF Advisors LLC198$10.1K<0.01%new13F-HRTimeline
TSFG, LLC200$10K<0.01%013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC188$9.58K<0.01%new13F-HRTimeline
EASTERN BANK185$9.43K<0.01%new13F-HRTimeline
Lodestone Wealth Management LLC184$9.38K<0.01%013F-HR/ATimeline
Central Pacific Bank - Trust Division183$9.32K<0.01%013F-HRTimeline
POM Investment Strategies, LLC149$7.59K0.01%new13F-HRTimeline
Axiom Investment Management LLC145$7.39K0.01%13F-HRTimeline
WealthShield Partners, LLC140$7.13K<0.01%013F-HRTimeline
MTM Investment Management, LLC133$6.78K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC120$6.11K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC118$6.01K<0.01%+113F-HRTimeline
Caitlin John, LLC113$5.76K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…101$5.15K<0.01%013F-HRTimelineGroup
Darwin Wealth Management, LLC99$5.04K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.98$4.99K<0.01%013F-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$3.21K<0.01%013F-HRTimeline
Park Square Financial Group, LLC63$3.21K0.02%-20913F-HRTimeline
ASHTON THOMAS SECURITIES, LLC60$3.06K<0.01%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp54$2.71K<0.01%+213F-HR/ATimeline
Millstone Evans Group, LLC51$2.6K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.43$2.2K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.38$1.94K<0.01%new13F-HRTimeline
Realta Investment Advisors34$1.73K<0.01%013F-HRTimeline
Vision Retirement, LLC34$1.73K<0.01%013F-HRTimeline
City State Bank31$1.58K<0.01%-20413F-HRTimeline
Bank of New Hampshire25$1.27K<0.01%new13F-HRTimeline
Key Financial Inc14$713<0.01%013F-HRTimeline
USA FINANCIAL FORMULAS13$662<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…7$357<0.01%013F-HRTimeline
Bear Mountain Capital, Inc.4$204<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC2$102<0.01%-6,22713F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$39<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC0$20<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
GW&K Investment Management, LLC4$00%new13F-HRTimelineValue filed as zero, left out of ratios.