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Disclosery

TFLO ISHARES TR

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SHS (warrant or right)

391 managers (394 13F filers) reported a position in TFLO shares at 2025-03-31, 78,689,298 shares in all. 38 filers opened a position and 48 filers sold out during the quarter.

Managers
391
13F filers
394
New
38
Added
165
Reduced
152
Sold out
48
Shares held by filers
78,689,298

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
NewEdge Advisors, LLC24,300$1.23M0.01%-27,14313F-HRTimeline
Adams Wealth Management24,009$1.22M0.24%+4,83513F-HRTimeline
CacheTech Inc.24,009$1.22M0.24%+4,83513F-HRTimeline
MN Wealth Advisors, LLC23,942$1.21M0.71%-10,14213F-HRTimeline
CFO4Life Group, LLC23,578$1.19M0.2%+92213F-HRTimeline
Darden Wealth Group Inc23,475$1.19M0.92%-1,20013F-HRTimeline
Able Wealth Management LLC23,239$1.18M0.7%-5,23413F-HRTimeline
Advisor Resource Council22,645$1.15M0.09%+6,05513F-HRTimeline
CALTON & ASSOCIATES, INC.22,314$1.13M0.26%+6,42613F-HR/ATimeline
RICHARDSON FINANCIAL SERVICES INC.21,049$1.07M0.81%-1,60513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC21,026$1.07M<0.01%+81013F-HRTimelineGroup
EP Wealth Advisors, LLC20,905$1.06M0.01%+14,46113F-HRTimeline
WJ Wealth Management, LLC20,521$1.04M0.37%new13F-HRTimeline
AllSquare Wealth Management LLC19,220$974K0.58%013F-HRTimeline
BTS Asset Management, Inc.18,274$953K1.08%+8,85113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …18,366$927K0.07%-32,88413F-HRTimeline
Maridea Wealth Management LLC18,225$923K0.3%-6,46113F-HRTimeline
Prime Capital Investment Advisors, LLC18,224$923K0.01%-55313F-HRTimeline
Clarity Financial LLC18,120$918K0.11%+15813F-HRTimeline
CENTAURUS FINANCIAL, INC.17,724$898K0.05%-5,03713F-HRTimeline
Two West Capital Advisors LLC17,500$884K0.74%-1,43013F-HRTimeline
HRT FINANCIAL LP17,171$869K0.01%new13F-HRTimeline
Keystone Financial Group16,727$847K0.09%-7713F-HRTimeline
Vigilare Wealth Management16,412$831K0.33%-46913F-HRTimeline
CAHILL FINANCIAL ADVISORS INC16,138$818K0.11%-38,37913F-HRTimeline
Blue Edge Capital, LLC16,060$814K0.13%-26213F-HRTimeline
Secure Asset Management, LLC15,921$807K0.16%+85113F-HRTimeline
Intelligence Driven Advisers, LLC15,321$776K0.15%+14413F-HRTimeline
Balboa Wealth Partners14,920$756K0.18%+6,07013F-HRTimeline
MONECO ADVISORS, LLC14,687$744K0.08%+59713F-HR/ATimeline
Parkwoods Wealth Partners, LLC14,636$741K0.5%new13F-HRTimeline
FLP Wealth Management, LLC14,573$738K2.35%-3,86613F-HRTimeline
IHT Wealth Management, LLC14,461$733K0.02%-1,28513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,431$731K<0.01%+3,01813F-HRTimelineGroup
RFG Advisory, LLC14,428$731K0.02%-43213F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV14,401$728K0.32%-3,98713F-HR/ATimeline
TCI Wealth Advisors, Inc.14,372$728K0.06%+7913F-HRTimeline
Steward Partners Investment Advisory, L…13,909$705K0.01%-4413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC13,900$704K0.08%new13F-HRTimeline
Painted Porch Advisors LLC13,866$702K0.29%new13F-HRTimeline
NWAM LLC13,790$699K0.06%+3,54813F-HRTimeline
Ausdal Financial Partners, Inc.13,660$692K0.05%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC13,321$675K0.01%+83913F-HRTimeline
Magnus Financial Group LLC13,321$675K0.07%-2,02213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …13,068$662K0.02%+2,80913F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …12,671$642K0.04%-1,76913F-HRTimelineGroup
Tidemark, LLC12,220$619K0.23%-39513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC12,132$615K0.02%+3,50913F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…11,625$589K0.03%013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC11,567$586K0.02%-25013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,523$584K<0.01%-3,34413F-HRTimelineGroup
REDMONT WEALTH ADVISORS LLC11,366$576K1.12%new13F-HRTimeline
PBMares Wealth Management LLC11,172$566K0.11%+4,72513F-HRTimeline
Valmark Advisers, Inc.11,075$561K0.01%+1,62513F-HRTimeline
Regal Investment Advisors LLC11,018$558K0.05%-7,30713F-HRTimeline
United Advisor Group, LLC10,720$543K0.11%+1,89813F-HRTimeline
Advocacy Wealth Management, LLC10,613$538K0.04%-856,71813F-HRTimeline
Bigelow Investment Advisors, LLC10,275$521K0.25%-20013F-HRTimeline
GRIES FINANCIAL LLC10,237$519K0.1%-5,66013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC9,886$501K0.22%013F-HRTimeline
Pinnacle Financial Partners Inc9,819$497K0.01%+53613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/9,751$494K<0.01%-144,10413F-HRTimelineGroup
Probity Advisors, Inc.9,750$494K0.09%013F-HRTimeline
MAI Capital Management9,638$488K<0.01%-4,47113F-HRTimeline
Nilsine Partners, LLC9,549$484K0.05%-1,10913F-HRTimeline
Prospera Financial Services Inc9,462$479K0.01%+75213F-HRTimeline
Copia Wealth Management9,440$478K0.44%-1,60313F-HRTimeline
Aptus Capital Advisors, LLC9,391$476K0.01%-1,00913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC9,384$475K0.04%-96413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…9,311$472K0.01%+6613F-HRTimelineGroup
COMMUNITY TRUST & INVESTMENT CO9,169$465K0.03%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC9,012$457K0.02%+2,29713F-HRTimeline
Shared Vision Wealth Group LLC8,861$449K0.25%+97413F-HRTimeline
Redwood Financial Network Corp8,776$445K0.34%+3,20513F-HRTimeline
Elevation Capital Advisory, LLC8,406$426K0.19%new13F-HRTimeline
Institute for Wealth Management, LLC.8,371$424K0.05%+39313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,245$418K0.01%new13F-HRTimelineGroup
Accelerate Investment Advisors LLC8,224$417K0.35%-4,43813F-HRTimeline
Solutions 4 Wealth, Ltd8,075$409K0.72%013F-HRTimeline
UMB Bank, n.a.7,909$401K0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
D.A. DAVIDSON & CO.7,903$400K<0.01%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC7,870$399K<0.01%new13F-HRTimelineGroup
Advus Financial Partners, LLC7,818$396K0.17%-3,93213F-HR/ATimeline
MRP Capital Investments, LLC7,800$395K0.37%+7,00013F-HRTimeline
Merit Financial Group, LLC7,638$387K0.01%-6,09013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC7,536$382K0.34%-27513F-HRTimeline
LaSalle St. Investment Advisors, LLC7,483$379K0.09%+6913F-HRTimeline
GWN SECURITIES INC.7,409$375K0.02%new13F-HRTimeline
MATHER GROUP, LLC.7,386$374K<0.01%-27513F-HRTimeline
INTEGRITY ALLIANCE, LLC.7,182$364K0.01%new13F-HRTimeline
Avior Wealth Management, LLC6,798$344K0.01%+2313F-HRTimeline
Insight Wealth Strategies, LLC6,574$333K0.04%+1213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC6,383$323K0.07%new13F-HRTimeline
Taylor & Morgan Wealth Management, LLC6,365$322K0.24%-3,88213F-HRTimeline
Strait & Sound Wealth Management LLC6,314$320K0.15%-7,94813F-HRTimeline
Aspect Partners, LLC5,991$304K0.17%013F-HRTimeline
Verity Asset Management, Inc.5,958$302K0.12%-2,38713F-HRTimeline
WMG Financial Advisors, LLC5,940$301K0.13%013F-HRTimeline
PKS Advisory Services, LLC5,928$300K0.08%+3913F-HRTimeline
Safeguard Financial, LLC5,891$298K0.07%+4013F-HRTimeline
Gibbs Wealth Management5,816$295K0.07%+9113F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC5,805$294K0.11%-36213F-HRTimeline
Copperleaf Capital, LLC5,774$293K0.17%-89913F-HRTimeline
Navalign, LLC5,550$281K0.08%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC5,522$280K0.01%-85513F-HRTimeline
Embree Financial Group5,314$269K0.05%-20713F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC5,024$255K0.07%-16,64813F-HRTimelineGroup
Kingsview Wealth Management, LLC4,987$253K<0.01%new13F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department4,979$252K0.19%new13F-HRTimelineGroup
World Investment Advisors4,948$251K0.01%+4113F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.4,896$248K0.14%013F-HRTimeline
Walker Financial Services, Inc.4,748$241K0.13%new13F-HRTimeline
Quotient Wealth Partners, LLC4,679$237K0.01%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC4,671$237K0.04%+22613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,582$232K<0.01%013F-HRTimelineGroup
West Wealth Group, LLC4,578$231K0.07%new13F-HRTimeline
Csenge Advisory Group4,559$231K0.01%-1,81313F-HRTimeline
Compound Planning, Inc.4,516$229K0.01%new13F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.4,469$226K0.08%+2,30113F-HRTimeline
HUB Investment Partners, LLC4,449$225K0.01%-3,85713F-HRTimeline
Capital Investment Advisory Services, L…4,371$221K0.02%+4,22113F-HRTimeline
SEARLE & CO.4,200$213K0.06%013F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC4,119$209K0.14%+313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding4,115$208K-142Timeline
J HAGAN CAPITAL, INC.4,130$208K0.17%13F-HRTimeline
HARBOUR INVESTMENTS, INC.4,061$206K0.01%-3,31113F-HRTimeline
Endowment Wealth Management, Inc.4,004$203K0.13%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,002$203K<0.01%-35813F-HRTimelineGroup
SOUTHERN CAPITAL ADVISORS, LLC3,975$201K0.11%new13F-HRTimeline
First Horizon Advisors, Inc.3,881$197K0.01%-17613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,408$173K<0.01%-13613F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,335$168K<0.01%-51813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3,251$165K<0.01%+2,26813F-HRTimelineGroup
Vermillion & White Wealth Management Gr…3,249$165K0.12%-7,64813F-HRTimeline
Investors Research Corp3,219$163K0.04%+1313F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.3,112$158K0.05%13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,866$145K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2,744$139K0.1%+1,82113F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…2,583$131K0.13%+1013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.2,503$127K0.01%-17613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,365$120K<0.01%-9,89013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,285$115K<0.01%013F-HRTimelineGroup
Northwest Capital Management Inc2,124$108K0.04%013F-HRTimeline
Founders Financial Alliance, LLC2,121$107K0.03%013F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC1,822$92.3K0.08%-56313F-HRTimeline
WealthShield Partners, LLC1,785$90.4K0.01%+1913F-HRTimeline
IMG Wealth Management, Inc.1,716$86.9K0.08%-3913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,640$83.1K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC1,550$78.5K0.03%new13F-HRTimeline
Dunhill Financial, LLC1,470$74.5K0.03%new13F-HRTimeline
Friedenthal Financial1,359$68.8K0.04%-4713F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,323$67K0.03%013F-HRTimeline
TD Waterhouse Canada Inc.1,224$61.6K<0.01%013F-HRTimeline
CX Institutional1,173$59K<0.01%new13F-HRTimeline
Clark Wealth Partners1,021$51.7K0.04%+713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.901$45.6K<0.01%-6,12813F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.832$42.1K<0.01%013F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC772$39.1K0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC523$26.5K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.483$24.5K0.01%+2513F-HRTimeline
IFP Advisors, Inc479$24.2K<0.01%+213F-HRTimeline
Continuum Advisory, LLC441$22.3K<0.01%+18313F-HRTimeline
Cedar Mountain Advisors, LLC345$17.5K<0.01%-21713F-HRTimeline
Park Square Financial Group, LLC316$16K0.01%-613F-HRTimeline
SIGNATUREFD, LLC251$12.7K<0.01%-413F-HRTimeline
AMERIFLEX GROUP, INC.244$12.4K0.01%013F-HRTimeline
Transce3nd, LLC209$10.6K<0.01%+20813F-HRTimeline
GPS Wealth Strategies Group, LLC201$10.2K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division182$9.22K<0.01%-1,52113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV165$8.36K<0.01%-20013F-HRTimeline
Cornerstone Planning Group LLC159$8.03K<0.01%+213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC129$6.54K<0.01%013F-HRTimeline
WestEnd Advisors, LLC123$6.23K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV104$5K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc84$4.25K<0.01%013F-HRTimeline
Beacon Capital Management, LLC80$4.05K<0.01%-14213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…47$2.38K<0.01%013F-HRTimelineGroup
Hemington Wealth Management47$2K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC38$1.92K<0.01%+3413F-HRTimelineGroup
Synergy Investment Management, LLC34$1.72K<0.01%-12113F-HRTimeline
ROTHSCHILD INVESTMENT LLC30$1.52K<0.01%013F-HRTimeline
CoreCap Advisors, LLC30$1.52K<0.01%-6613F-HRTimeline
Bogart Wealth, LLC27$1.37K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC22$1.11K<0.01%-2613F-HRTimeline
Sunbelt Securities, Inc.16$789<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13$659<0.01%013F-HRTimeline
Global Wealth Strategies & Associates4$203<0.01%new13F-HRTimeline
Iron Horse Wealth Management, LLC1$18<0.01%013F-HRTimeline
Stone House Investment Management, LLC0$5<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Semmax Financial Advisors Inc.0$4<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-36,38013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.