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Disclosery

TFLO ISHARES TR

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SHS (warrant or right)

407 managers (411 13F filers) reported a position in TFLO shares at 2024-12-31, 78,646,831 shares in all. 34 filers opened a position and 31 filers sold out during the quarter.

Managers
407
13F filers
411
New
34
Added
133
Reduced
182
Sold out
31
Shares held by filers
78,646,831

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Maridea Wealth Management LLC24,686$1.25M0.4%13F-HRTimeline
Darden Wealth Group Inc24,675$1.25M0.84%-40513F-HRTimeline
WESPAC Advisors, LLC22,881$1.15M0.85%-61,42913F-HRTimeline
CENTAURUS FINANCIAL, INC.22,761$1.15M0.07%-1,95513F-HRTimeline
CFO4Life Group, LLC22,656$1.14M0.2%+1,61013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.22,654$1.14M0.8%-3,10613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …22,439$1.13M0.02%-4,34213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…22,007$1.11M<0.01%-50813F-HRTimelineGroup
TrueMark Investments, LLCin group TrueMark Investments, LLC21,672$1.09M0.35%+3,57213F-HRTimelineGroup
Geneos Wealth Management Inc.21,252$1.07M0.04%-13,23413F-HRTimeline
MFA Wealth Services20,810$1.05M0.84%13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC20,216$1.02M<0.01%013F-HRTimelineGroup
AllSquare Wealth Management LLC19,220$970K0.56%013F-HRTimeline
Adams Wealth Management19,174$968K0.19%+13,60013F-HRTimeline
CacheTech Inc.19,174$968K0.18%+13,60013F-HRTimeline
Two West Capital Advisors LLC18,930$955K0.82%+4,18513F-HRTimeline
Prime Capital Investment Advisors, LLC18,777$948K0.01%-3,95913F-HRTimeline
Grey Ledge Advisors, LLC18,650$941K0.24%-4,05013F-HRTimeline
FLP Wealth Management, LLC18,439$931K2.38%13F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV18,388$928K0.05%13F-HR/ATimeline
Regal Investment Advisors LLC18,325$925K0.07%+3,16113F-HRTimeline
Clarity Financial LLC17,962$907K0.11%-4,04213F-HRTimeline
WIN ADVISORS, INC17,909$904K0.44%new13F-HRTimeline
Vigilare Wealth Management16,881$852K0.35%-1,33613F-HRTimeline
Keystone Financial Group16,804$848K0.08%+20113F-HRTimeline
Advisor Resource Council16,590$837K0.6%new13F-HRTimeline
Blue Edge Capital, LLC16,322$824K0.13%+21713F-HRTimeline
GRIES FINANCIAL LLC15,897$802K0.14%-3,26713F-HRTimeline
CALTON & ASSOCIATES, INC.15,888$802K0.35%+10,16813F-HRTimeline
IHT Wealth Management, LLC15,746$795K0.03%+2,67313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management15,345$774K0.02%+6,00313F-HRTimelineGroup
Magnus Financial Group LLC15,343$774K0.07%-19,88713F-HRTimeline
Intelligence Driven Advisers, LLC15,177$766K0.14%-3,21013F-HRTimeline
Independent Advisor Alliance15,163$765K0.01%new13F-HRTimeline
Secure Asset Management, LLC15,070$761K0.12%-7,23513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,867$750K<0.01%+4,17713F-HRTimelineGroup
RFG Advisory, LLC14,860$750K0.02%-4,43413F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …14,440$730K0.04%-1,73713F-HRTimelineGroup
TCI Wealth Advisors, Inc.14,293$721K0.06%-59213F-HRTimeline
Strait & Sound Wealth Management LLC14,262$720K0.33%-1,52013F-HRTimeline
MAI Capital Management14,109$712K0.01%new13F-HRTimeline
MONECO ADVISORS, LLC14,090$711K0.08%+1,98013F-HR/ATimeline
Steward Partners Investment Advisory, L…13,953$704K0.01%-3,35113F-HRTimeline
Merit Financial Group, LLC13,728$693K0.01%+39213F-HRTimeline
Foundations Investment Advisors, LLC12,988$655K0.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,873$650K<0.01%-99,00313F-HRTimelineGroup
Heritage Family Offices, LLP12,779$645K0.32%+67813F-HRTimeline
Accelerate Investment Advisors LLC12,662$639K0.56%+2,43913F-HRTimeline
Tidemark, LLC12,615$637K0.24%013F-HRTimeline
TOWNSQUARE CAPITAL LLC12,482$630K0.01%+51113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,255$619K<0.01%+7,83913F-HRTimelineGroup
EAGLE GLOBAL ADVISORS LLC11,817$596K0.02%-1,35013F-HRTimeline
Advus Financial Partners, LLC11,750$593K0.25%-55,36713F-HR/ATimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…11,625$587K0.03%-22,67513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,413$576K<0.01%-5,88913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,367$574K<0.01%-50,81013F-HRTimelineGroup
Copia Wealth Management11,043$557K0.53%13F-HRTimeline
Vermillion & White Wealth Management Gr…10,897$550K0.41%+13113F-HRTimeline
Nilsine Partners, LLC10,658$538K0.06%+3,14313F-HRTimeline
Aveo Capital Partners, LLC10,603$535K0.06%-52513F-HRTimeline
Bigelow Investment Advisors, LLC10,475$529K0.25%-1,13513F-HRTimeline
Aptus Capital Advisors, LLC10,400$525K0.01%+20313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC10,348$522K0.04%+30913F-HRTimeline
J.W. COLE ADVISORS, INC.10,331$521K0.02%-6,89013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,259$518K0.01%-14913F-HRTimelineGroup
Taylor & Morgan Wealth Management, LLC10,247$517K0.36%013F-HRTimeline
NWAM LLC10,242$517K0.03%+1,29013F-HRTimeline
Belpointe Asset Management LLC10,152$514K0.03%+413F-HRTimeline
WealthTrust Asset Management, LLC9,897$500K0.36%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC9,886$499K0.21%new13F-HRTimeline
Probity Advisors, Inc.9,750$492K0.09%013F-HRTimeline
Valmark Advisers, Inc.9,450$477K0.01%013F-HRTimeline
BTS Asset Management, Inc.9,423$475K0.47%-36613F-HRTimeline
Aquire Wealth Advisors, LLC9,324$471K0.15%-96013F-HRTimeline
Pinnacle Financial Partners Inc9,283$469K0.01%+49813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…9,245$467K0.01%-6,37213F-HRTimelineGroup
COMMUNITY TRUST & INVESTMENT CO9,169$463K0.03%-2,80613F-HRTimeline
Karpus Management, Inc.9,000$454K0.01%-103,10013F-HRTimeline
Physician Wealth Advisors, Inc.8,926$451K0.08%-1,69013F-HRTimeline
Balboa Wealth Partners8,850$447K0.1%013F-HRTimeline
United Advisor Group, LLC8,822$445K0.09%new13F-HRTimeline
Prospera Financial Services Inc8,710$440K0.01%-5,31913F-HRTimeline
Private Advisory Group LLC8,692$439K0.05%-51113F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC8,623$435K0.01%-1,33613F-HRTimeline
Verity Asset Management, Inc.8,345$421K0.24%-2,25913F-HRTimeline
HUB Investment Partners, LLC8,306$419K0.02%+90213F-HRTimeline
GSG Advisors LLC8,219$415K0.13%+3513F-HRTimeline
PINNACLE ASSOCIATES LTD8,207$414K0.01%new13F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT8,110$409K0.05%-11,34513F-HRTimeline
Solutions 4 Wealth, Ltd8,075$408K0.74%-2,08413F-HRTimeline
Institute for Wealth Management, LLC.7,978$403K0.05%+9413F-HRTimeline
D.A. DAVIDSON & CO.7,903$399K<0.01%+2,10413F-HRTimeline
Shared Vision Wealth Group LLC7,887$398K0.21%+17113F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC7,811$394K0.3%13F-HRTimeline
MATHER GROUP, LLC.7,661$387K0.01%-1,36413F-HRTimeline
LaSalle St. Investment Advisors, LLC7,414$374K0.12%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.7,372$372K0.01%-40513F-HRTimeline
RHS Financial, LLC7,084$358K0.18%-1,46513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.7,029$355K<0.01%-18313F-HRTimelineGroup
Journey Advisory Group, LLC6,925$351K0.04%013F-HRTimeline
Avior Wealth Management, LLC6,775$342K0.01%-8213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC6,715$339K0.02%-5313F-HRTimeline
Copperleaf Capital, LLC6,673$337K0.21%-11,09413F-HRTimeline
Strategic Wealth Partners, Ltd.6,648$336K0.03%-12,03113F-HRTimeline
Insight Wealth Strategies, LLC6,562$331K0.04%-64,62813F-HRTimeline
PBMares Wealth Management LLC6,447$325K0.07%-1,70013F-HRTimeline
EP Wealth Advisors, LLC6,444$325K<0.01%+2,67613F-HRTimeline
Badgley Phelps Wealth Managers, LLC6,377$322K0.01%-85213F-HRTimeline
Csenge Advisory Group6,372$322K0.02%-6713F-HRTimeline
Austin Private Wealth, LLC6,204$313K0.03%-3113F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC6,167$311K0.12%-9,35813F-HRTimeline
Aspect Partners, LLC5,991$302K0.17%013F-HRTimeline
WMG Financial Advisors, LLC5,940$300K0.13%+96113F-HRTimeline
PKS Advisory Services, LLC5,889$297K0.07%13F-HRTimeline
Safeguard Financial, LLC5,851$295K0.06%+9013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,823$294K<0.01%new13F-HRTimelineGroup
Snowden Capital Advisors LLC5,821$294K0.01%-50613F-HRTimeline
Gibbs Wealth Management5,725$289K0.08%+1,00013F-HRTimeline
Redwood Financial Network Corp5,571$281K0.21%new13F-HRTimeline
Navalign, LLC5,550$280K0.08%013F-HRTimeline
Embree Financial Group5,521$279K0.05%+21513F-HRTimeline
Core Wealth Partners LLC5,442$275K0.16%-2,30513F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth5,243$265K<0.01%new13F-HRTimelineGroup
World Investment Advisors4,907$248K0.01%-70913F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.4,896$247K0.14%new13F-HRTimeline
Skyline Advisors, Inc.4,854$245K0.1%new13F-HRTimeline
Quotient Wealth Partners, LLC4,679$236K0.01%-5313F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,591$232K0.02%new13F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,582$231K<0.01%new13F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC4,445$224K0.04%-1213F-HRTimeline
PFG Investments, LLC4,412$223K0.01%-2813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,360$220K<0.01%-3,00713F-HRTimelineGroup
Integrated Advisors Network LLC4,359$220K0.01%-3,28913F-HRTimeline
Kraft, Davis & Associates, LLC4,272$216K0.06%-3,58213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…4,257$215K0.01%13F-HRTimelineGroup
SEARLE & CO.4,200$212K0.06%013F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC4,116$208K0.15%new13F-HRTimeline
First Horizon Advisors, Inc.4,057$205K0.01%-2,08913F-HRTimeline
Lifeworks Advisors, LLC4,030$203K0.04%-48813F-HRTimeline
Integrated Capital Management, LLC3,999$202K0.11%-613F-HRTimeline
JRM Investment Counsel, LLC3,964$200K0.07%-56713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,853$195K<0.01%-7213F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC3,544$179K<0.01%-28413F-HRTimelineGroup
Investors Research Corp3,206$162K0.04%+5713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC3,123$158K<0.01%-3,00013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.2,679$135K0.01%-7,32013F-HRTimeline
Comprehensive Financial Planning, Inc./…2,573$130K0.11%13F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC2,385$120K0.11%-4,36713F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC2,365$119K0.1%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,285$115K<0.01%+82613F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.2,168$109K0.04%-2,30113F-HRTimeline
Northwest Capital Management Inc2,124$107K0.05%013F-HRTimeline
Founders Financial Alliance, LLC2,121$107K0.03%+113F-HRTimeline
WealthShield Partners, LLC1,766$89.1K0.01%-9713F-HRTimeline
IMG Wealth Management, Inc.1,755$88.6K0.08%13F-HRTimeline
Central Pacific Bank - Trust Division1,703$86K0.01%-31,23213F-HRTimeline
Friedenthal Financial1,406$71K0.04%-1,35813F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,323$66.8K0.03%013F-HRTimeline
TD Waterhouse Canada Inc.1,224$61.8K<0.01%013F-HRTimeline
Crewe Advisors LLC1,091$55.1K0.01%new13F-HRTimeline
Clark Wealth Partners1,014$51.2K0.04%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\983$49.6K<0.01%013F-HRTimelineGroup
Legacy Investment Solutions, LLC923$46.7K0.03%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…923$46.7K0.03%new13F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.832$42K<0.01%013F-HRTimelineGroup
MRP Capital Investments, LLC800$40.4K0.04%-7,00013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC772$39K0.01%013F-HRTimelineGroup
Cedar Mountain Advisors, LLC562$28.4K0.01%new13F-HRTimeline
IFP Advisors, Inc477$24.1K<0.01%-39313F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.458$23.1K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV365$18.4K<0.01%-1,14113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC346$17K<0.01%+27613F-HRTimelineGroup
Park Square Financial Group, LLC322$16.3K0.01%13F-HRTimeline
Continuum Advisory, LLC258$13K<0.01%-3113F-HRTimeline
SIGNATUREFD, LLC255$12.9K<0.01%-50013F-HRTimeline
AMERIFLEX GROUP, INC.244$12.4K0.01%13F-HRTimeline
TSFG, LLC240$12K<0.01%+413F-HRTimeline
Beacon Capital Management, LLC222$11.2K<0.01%-45213F-HRTimeline
WR Wealth Planners, LLC163$8.23K<0.01%-6613F-HRTimeline
Cornerstone Planning Group LLC157$7.97K<0.01%-21213F-HRTimeline
Synergy Investment Management, LLC155$7.79K<0.01%13F-HRTimeline
Capital Investment Advisory Services, L…150$7.57K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.150$7.57K<0.01%13F-HRTimeline
Plante Moran Financial Advisors, LLC130$6.56K<0.01%-4213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC129$6.51K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WestEnd Advisors, LLC123$6.21K<0.01%-1,23013F-HRTimeline
Spectrum Wealth Counsel, LLC114$5.75K<0.01%-1,66513F-HRTimeline
Coppell Advisory Solutions LLC111$5.6K<0.01%013F-HRTimeline
CoreCap Advisors, LLC96$4.84K<0.01%-11413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,088$4.39K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc84$4.24K<0.01%-6,97113F-HRTimeline
Wood Tarver Financial Group, LLC70$3K<0.01%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC48$2.42K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…47$2.37K<0.01%new13F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST44$2.22K<0.01%-6,78113F-HRTimeline
Hemington Wealth Management47$2K<0.01%013F-HRTimeline
Blue Trust, Inc.38$1.91K<0.01%-1,55713F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC30$1.51K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC25$1.26K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.16$783<0.01%-2,72313F-HRTimeline