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Disclosery

FLOT ISHARES TR

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SHS (fund)

Filings received so far for Q3 2026: 49 13F filers report a position in FLOT shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Avior Wealth Management, LLC404,538$20.7M0.54%-68,84013F-HRTimeline
Shira Ridge Wealth Management234,159$12M4.16%+19,46513F-HRTimeline
Vertrix Wealth Management, LLC233,220$11.9M4.08%+35813F-HRTimeline
Chesley Taft & Associates LLC210,870$10.8M0.42%+7,98513F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC195,419$9.94M6.73%-5,41513F-HRTimeline
FC Advisory LLC176,878$9.03M2.37%+11,45413F-HRTimeline
Castle Rock Wealth Management, LLC111,857$5.7M1.07%-3,00913F-HRTimeline
Monument Capital Management106,800$5.45M1.14%+7,40613F-HRTimeline
Farther Finance Advisors, LLC101,414$5.18M0.04%+25,67213F-HRTimeline
Lake Hills Wealth Management, LLC99,731$5.09M2.34%-3,04513F-HRTimeline
Baring Financial LLC96,495$4.93M2.66%+1,44813F-HRTimeline
Weaver Consulting Group94,788$4.84M0.94%-4,25113F-HRTimeline
Insight Wealth Strategies, LLC88,899$4.54M0.45%+2,59213F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC73,521$3.75M2.09%-13,33013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…75,900$3.29M<0.01%+8,10713F-HRTimeline
Buska Wealth Management, LLC63,258$3.23M1.11%-37,72213F-HRTimeline
Blue Capital, Inc.49,236$2.51M1.56%-15,59513F-HRTimeline
Savior LLC43,025$2.2M6.09%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC42,878$2.19M0.04%+5,54213F-HRTimeline
Galvin, Gaustad & Stein, LLC37,958$1.94M0.15%new13F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC37,520$1.92M0.39%-2,30713F-HRTimeline
Bigelow Investment Advisors, LLC36,511$1.86M0.66%+42813F-HRTimeline
Clarus Wealth Advisors30,723$1.57M0.57%+26,77313F-HRTimeline
Worth Asset Management, LLC27,862$1.42M0.41%-6,27213F-HRTimeline
Nautilus Advisors LLC17,852$911K0.55%+1,02113F-HRTimeline
EPIQ PARTNERS, LLC17,434$890K0.38%+67613F-HRTimeline
Avidian Wealth Enterprises, LLC16,013$817K0.02%+2,39313F-HRTimeline
Dynamic Advisor Solutions LLC15,994$816K0.02%-27,76613F-HRTimeline
Professional Financial Advisors, LLC14,051$717K0.12%+1,97013F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…13,985$714K0.04%013F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC13,256$677K0.18%+42413F-HRTimeline
NorthCrest Asset Manangement, LLC11,205$571K0.01%-12213F-HRTimeline
First Heartland Consultants, Inc.10,974$560K0.04%+74713F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.9,414$481K0.37%013F-HRTimeline
Midwest Financial Network, LLC9,400$480K0.33%+2613F-HRTimeline
OMNI 360 Wealth, Inc.7,050$360K0.16%-413F-HRTimeline
Thrive Wealth Management, LLC6,889$352K0.04%new13F-HRTimeline
Valeo Financial Advisors, LLC6,546$334K0.01%new13F-HRTimeline
Balefire, LLC6,435$329K0.05%-3,86313F-HRTimeline
Coastline Trust Co1,587$81K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CoreCap Advisors, LLC1,336$68.2K<0.01%-1,35013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC674$34.4K0.01%+713F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP492$25.1K<0.01%013F-HRTimelineGroup
GILPIN WEALTH MANAGEMENT, LLC471$24K0.02%+1113F-HRTimeline
Planning Strategies Inc.236$12K0.01%013F-HRTimeline
Central Pacific Bank - Trust Division183$9.34K<0.01%013F-HRTimeline
Beacon Capital Management, Inc.54$2.76K<0.01%new13F-HRTimeline
Bank of New Hampshire25$1.28K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…6$307<0.01%013F-HRTimeline