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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,850,221$450M0.03%+1,04913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,136,314$312M0.02%+71,18913F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,453,861$277M0.04%+432,26413F-HRTimelineGroup
LPL Financial LLC4,166,797$212M0.06%-407,02413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,254,227$166M0.03%+31,38413F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…3,133,476$159M1.37%+55,72513F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources3,046,357$155M0.04%+66,18213F-HRTimelineGroup
Glenview Trust Co2,913,609$148M2.29%+156,18913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,631,717$134M<0.01%-296,96413F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,304,553$117M0.02%-62,71513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,064,026$105M0.02%+72,80513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,010,861$102M0.02%+35,74213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,918,655$97.6M0.2%+78,66513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,798,640$91.5M0.05%-185,15213F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO1,726,768$87.8M1.28%+111,96613F-HRTimeline
DAVENPORT & Co LLC1,453,519$73.9M0.4%+73,01513F-HRTimeline
HARTLINE INVESTMENT CORP/1,418,087$72.1M7.8%+258,84513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,291,789$65.7M<0.01%+97,15113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,291,024$65.7M0.02%+106,00613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,277,500$65M-210,838Timeline
Steward Partners Investment Advisory, L…1,105,485$56.2M0.31%+149,18913F-HRTimeline
Kensington Asset Management, LLC1,089,966$55.4M2.86%013F-HRTimeline
Cetera Investment Advisers1,072,500$54.5M0.06%-59,76013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT1,023,988$52.1M3.29%+73,69113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,015,112$51.6M0.07%-16,79913F-HRTimelineGroup
1832 Asset Management L.P.792,972$40.3M0.05%+6,58913F-HRTimeline
BARINGS LLCin group BARINGS LLC780,000$39.7M0.73%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.768,796$39.1M0.06%-121,71013F-HRTimelineGroup
Verdence Capital Advisors LLC767,944$39.1M2.31%+1,12913F-HRTimeline
Demars Financial Group, LLC716,465$36.4M12.2%-28,63913F-HRTimeline
MCMORGAN & CO LLC665,056$33.8M5.6%+104,88113F-HRTimeline
LJI Wealth Management, LLC655,333$33.3M5.09%+149,12413F-HRTimeline
Destination Wealth Management645,857$32.8M0.86%+94,17413F-HRTimeline
Financial Sense Advisors, Inc.617,613$31.4M5.86%-89,84913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding612,332$31.1M+575,043Timeline
Cambridge Investment Research Advisors,…569,589$29M0.08%+28,53213F-HRTimeline
Towercrest Capital Management562,898$28.6M4.51%+5,18313F-HRTimeline
Occidental Asset Management, LLC556,476$28.3M3.4%-40,21313F-HRTimeline
Walker Financial Services, Inc.547,826$27.9M10.1%+108,40613F-HRTimeline
TriaGen Wealth Management LLC489,463$24.9M6.44%+282,42213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\481,727$24.5M0.03%+22,73913F-HRTimelineGroup
HighTower Advisors, LLC471,163$24M0.03%-90,36513F-HRTimeline
MML INVESTORS SERVICES, LLC438,885$22.3M0.05%+16,58413F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK432,756$22.1M2.02%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC421,896$21.5M0.03%+12,40613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…418,269$21.3M0.13%+312,21813F-HRTimelineGroup
LaFleur & Godfrey LLC405,647$20.6M2.5%+19,46813F-HRTimeline
Diversified Portfolios, Inc.402,385$20.5M1.7%-56,02113F-HRTimeline
Willis Johnson & Associates, Inc.399,829$20.3M1.25%-94,45513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding389,237$19.8M-16,560Timeline
Modera Wealth Management, LLC388,938$19.8M0.23%-24,23813F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC367,231$18.7M3.52%+350,70013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC367,103$18.7M<0.01%-16,73213F-HR/ATimelineGroup
Avior Wealth Management, LLC362,408$18.4M0.57%+122,38413F-HRTimeline
Proficio Capital Partners LLC351,442$17.9M1.25%+197,08013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding345,695$17.6M+101,359Timeline
CWM, LLCin group CWM, LLC331,403$16.9M0.05%-6,10913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC316,070$16.1M0.02%+6,82413F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC308,843$15.7M0.12%-5,70013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP308,640$15.7M0.01%+7,40913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS302,244$15.4M0.03%-8,76313F-HRTimeline
RFG Advisory, LLC301,123$15.3M0.29%+24,20213F-HRTimeline
Sigma Planning Corp300,178$15.3M0.42%-19,86413F-HRTimeline
Alliance Wealth Management Group276,233$14M3.08%+4,17113F-HRTimeline
Florida Trust Wealth Management Co275,454$14M0.39%-57,26113F-HRTimeline
Merit Financial Group, LLC270,291$13.7M0.11%+163,03013F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC261,316$13.3M3.75%+27,20213F-HRTimeline
Cascade Wealth Advisors, Inc252,341$12.9M5.94%+5,63113F-HRTimeline
Turning Point Benefit Group, Inc.249,321$12.7M6.62%+70,90113F-HRTimeline
SAX WEALTH ADVISORS, LLC244,883$12.5M0.59%+136,02813F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI229,117$11.7M0.64%+25,91813F-HRTimeline
Ifrah Financial Services, Inc.220,906$11.2M2.89%+4,53613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.217,781$11.1M0.08%-28,12713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…212,915$10.8M0.02%+68,32913F-HR/ATimelineGroup
SCOTIA CAPITAL INC.205,341$10.4M0.04%-39513F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.199,678$10.2M1.11%+46,63913F-HRTimeline
HOGE FINANCIAL SERVICES, LLC194,069$9.87M5.32%+19,39913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC192,495$9.79M0.17%+11,51413F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS187,162$9.52M0.01%-54,27713F-HRTimelineGroup
Cadence Bank186,973$9.51M0.56%+9,91413F-HRTimeline
Grey Ledge Advisors, LLC186,476$9.48M2.14%+13,86113F-HRTimeline
Alpha Zero LLC185,562$9.44M5.16%+12,12913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…185,532$9.44M0.23%+7,60313F-HRTimelineGroup
OneDigital Investment Advisors LLC184,816$9.4M0.09%-5,08013F-HRTimeline
Piedmont Capital Management, LLC182,569$9.29M4.74%+5,86213F-HRTimeline
Chesley Taft & Associates LLC182,185$9.27M0.37%+20,55013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC179,068$9.11M0.22%-2,18213F-HRTimelineGroup
CAPITAL ADVISORY GROUP ADVISORY SERVICE…177,457$9.03M2.65%+1,38113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/171,526$8.72M0.01%-134,02513F-HRTimelineGroup
Perennial Advisors, LLC171,191$8.71M1.46%+7,93013F-HRTimeline
Windsor Capital Management, LLC168,728$8.58M2.37%-79513F-HRTimeline
Single Point Partners, LLC167,925$8.54M1.69%+10,71113F-HRTimeline
Penobscot Investment Management Company…167,369$8.51M0.64%+25,16013F-HRTimeline
Prime Capital Investment Advisors, LLC166,738$8.48M0.1%+1,81213F-HRTimeline
Orange Investment Advisors, Inc.163,882$8.34M0.92%-1,84313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.162,953$8.29M0.01%+50,39613F-HRTimelineGroup
Sierra Capital LLC160,139$8.14M0.86%-33,96413F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC157,107$7.99M1.08%+147,76013F-HRTimeline
WESCAP Management Group, Inc.155,142$7.89M1.6%-12913F-HRTimeline
FC Advisory LLC154,349$7.85M2.26%+5,92613F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC152,334$7.75M3.15%+15,71413F-HRTimeline
CIBC WORLD MARKET INC.152,007$7.73M0.01%+58,34913F-HRTimeline
Royal Fund Management, LLC146,552$7.45M0.68%-170,17613F-HRTimeline
Buska Wealth Management, LLC145,019$7.38M2.73%-46,75313F-HRTimeline
COURIER CAPITAL LLC143,456$7.3M0.41%-3,79313F-HRTimeline
Monetary Solutions, Ltd141,971$7.22M7.11%13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.141,418$7.19M0.08%+18,62013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …140,862$7.16M0.1%+29713F-HRTimelineGroup
Forbes Financial Planning, Inc.139,592$7.11M4.15%new13F-HRTimeline
Betterment LLC138,822$7.06M0.01%-70,79813F-HRTimeline
Compound Planning, Inc.138,733$7.06M0.21%+8,24313F-HRTimeline
Shira Ridge Wealth Management138,733$7.06M2.83%+58,81313F-HRTimeline
Ocean Park Asset Management, LLC137,400$6.99M0.33%-236,60013F-HRTimeline
GSA CAPITAL PARTNERS LLP137,329$6.99M0.6%new13F-HRTimeline
Probity Advisors, Inc.136,615$6.95M1.11%+3,77913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.127,941$6.51M0.39%+3,72013F-HRTimelineGroup
FCA CORP /TX127,785$6.5M1.83%+6,71613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…127,210$6.47M0.78%-9,18013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP127,187$6.47M0.08%-5,22213F-HRTimeline
J.W. COLE ADVISORS, INC.156,615$6.42M0.16%+15,17613F-HRTimeline
Nilsine Partners, LLC125,445$6.38M0.55%+22,87713F-HRTimeline
Kesler, Norman & Wride, LLC124,280$6.32M1.08%-7,70313F-HRTimeline
Foundations Investment Advisors, LLC122,549$6.23M0.08%+9,92913F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA122,165$6.21M1.44%-7,70113F-HRTimeline
Haverford Trust Co121,141$6.16M0.05%-6,33913F-HRTimeline
Crestwood Advisors Group, LLC120,618$6.13M0.1%+83,60813F-HRTimeline
Castle Rock Wealth Management, LLC119,178$6.07M1.31%-29,79313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …118,321$6.02M0.12%+13,22013F-HRTimelineGroup
Beirne Wealth Consulting Services, LLC116,523$5.93M1.72%+5,81613F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC115,511$5.87M0.13%new13F-HRTimelineGroup
Impact Capital Partners LLC114,260$5.81M1.72%-1,46113F-HRTimeline
JT Stratford LLC111,599$5.68M0.73%-23413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…109,715$5.58M0.21%+2,82213F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC106,901$5.44M0.06%-6,81913F-HRTimeline
CHATHAM CAPITAL GROUP, INC.106,662$5.42M0.77%-34,66013F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …105,555$5.37M<0.01%+35,96513F-HRTimelineGroup
Weaver Consulting Group104,416$5.31M1.3%-18,30813F-HRTimeline
WorthPointe, LLC103,955$5.29M1.39%+91,17813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/103,187$5.25M<0.01%+90,36713F-HRTimelineGroup
AE Wealth Management LLC102,031$5.19M0.03%-23,70113F-HRTimeline
KW WEALTH MANAGEMENT LLC101,545$5.16M7.84%+17,58613F-HRTimeline
Advocacy Wealth Management, LLC101,164$5.15M0.22%-8,21013F-HRTimeline
Regal Investment Advisors LLC98,057$4.99M0.3%+4,48313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…96,270$4.9M0.01%-11,97713F-HRTimelineGroup
WHITE PINE CAPITAL LLC94,143$4.79M1.32%-1,22913F-HRTimeline
Monument Capital Management93,040$4.73M1.18%-84613F-HRTimeline
WealthTrust Asset Management, LLC92,372$4.7M3.28%-3713F-HRTimeline
Sanctuary Advisors, LLC91,971$4.68M0.03%-7,28613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP91,690$4.66M0.01%-3,07513F-HR/ATimelineGroup
Baring Financial LLC90,700$4.61M2.81%+11,57013F-HRTimeline
Virtus Family Office LLC88,612$4.51M3.88%-11,03813F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…87,540$4.45M0.23%-4,45013F-HRTimeline
Private Advisor Group, LLC87,486$4.45M0.02%-122,39713F-HRTimeline
VICUS CAPITAL87,119$4.43M0.33%+3,08813F-HRTimeline
Alesco Advisors, LLC, An ESL Co86,477$4.4M0.11%-2,50413F-HRTimeline
Advisory Services Network, LLC84,832$4.31M0.06%+1,99713F-HRTimeline
Napier Financial, LLC84,164$4.28M1.07%13F-HRTimeline
Janney Montgomery Scott LLC83,864$4.26M0.01%+6,00913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP82,390$4.19M<0.01%+12,95413F-HRTimelineGroup
COMERICA BANK81,974$4.17M0.02%-289,30213F-HRTimeline
Weitzel Financial Services, Inc.81,725$4.16M1.61%-11013F-HRTimeline
Scarborough Advisors, LLC81,438$4.14M0.7%-1,32613F-HRTimeline
Crews Bank & Trust80,422$4.09M0.59%+45,79513F-HRTimeline
Darden Wealth Group Inc79,647$4.05M1.97%+1,92813F-HRTimeline
Insight Wealth Strategies, LLC79,574$4.05M0.46%+4,83613F-HRTimeline
AlphaStar Capital Management, LLC72,610$3.69M0.27%+47,86613F-HRTimeline
GUIDANCE CAPITAL, INC72,127$3.68M0.9%-37,50013F-HRTimeline
Independent Solutions Wealth Management…71,336$3.63M0.67%+11,57513F-HRTimeline
AdvisorNet Financial, Inc69,600$3.54M0.19%-3,95013F-HRTimeline
Bleakley Financial Group, LLC68,776$3.5M0.06%-2,13813F-HRTimeline
Powers Advisory Group, LLC68,170$3.47M1.31%+34,79513F-HRTimeline
Elmwood Wealth Management, Inc.67,709$3.44M1.09%+7,79613F-HRTimeline
Farther Finance Advisors, LLC67,557$3.44M0.04%+34413F-HRTimeline
Kingsview Wealth Management, LLC67,255$3.42M0.05%+45413F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC65,536$3.33M0.25%+25,51013F-HRTimeline
HARBOUR INVESTMENTS, INC.65,466$3.33M0.07%+32,57513F-HRTimeline
Sowell Financial Services LLC65,183$3.32M0.12%+28,15613F-HRTimeline
D.A. DAVIDSON & CO.65,017$3.31M0.02%+1,46013F-HRTimeline
Princeton Global Asset Management LLC64,906$3.3M0.53%+1,89513F-HRTimeline
Brookwood Investment Group LLC64,703$3.29M0.4%+33,81313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.64,506$3.28M0.01%-5,63613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…64,299$3.27M<0.01%+32,53313F-HRTimeline
Farmers & Merchants Trust Co of Chamber…64,123$3.26M0.91%+10,52313F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC63,967$3.25M1.61%13F-HRTimeline
NorthRock Partners, LLC63,887$3.25M0.05%+10,62313F-HRTimeline
Allworth Financial LP63,794$3.24M0.01%-5,05413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management62,796$3.19M0.04%-8,92113F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC61,962$3.15M0.06%+9,27013F-HR/ATimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.61,414$3.12M0.2%-4,45213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…61,321$3.12M<0.01%-79,83213F-HR/ATimelineGroup
MGO ONE SEVEN LLC60,830$3.09M0.06%+4,25713F-HRTimeline
Wealthspire Retirement, LLC57,434$2.92M0.18%+7,09413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC56,926$2.9M0.18%+3,30613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…56,603$2.88M0.24%-3,16413F-HRTimelineGroup
ETF Store, Inc.56,385$2.87M2.93%-3,31213F-HRTimeline
Glass Jacobson Investment Advisors llc56,150$2.86M1.03%-9,25313F-HRTimeline
Creative Planningin group Creative Planning56,080$2.85M<0.01%-4,30413F-HRTimelineGroup
Arkadios Wealth Advisors55,816$2.84M0.06%+2,74813F-HRTimeline
Hardworking Capital Advisors, LLC55,155$2.81M2.55%13F-HRTimeline
WRAPMANAGER INC54,431$2.77M0.94%-1,72913F-HRTimeline