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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,536,828$330M0.03%+265,22913F-HRTimelineGroup
LPL Financial LLC5,273,176$266M0.11%-315,54013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,802,924$192M0.01%-176,08813F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG2,797,078$141M0.03%-777,44613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,722,282$137M-532,185Timeline
RENAISSANCE TECHNOLOGIES LLC1,825,400$92.1M0.14%+195,20513F-HRTimeline
Cetera Investment Advisers1,706,728$86.1M0.18%-328,42513F-HRTimeline
SPC Financial, Inc.1,600,189$80.8M7.04%+1,436,69113F-HRTimeline
Financial Advisory Corp1,593,449$80.4M14.03%13F-HRTimeline
BIP Wealth, LLC1,570,323$79.3M5.3%+91,02913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,515,103$76.5M0.21%+5,30813F-HRTimelineGroup
Arbor Investment Advisors, LLC1,462,316$73.8M10.4%-212,53013F-HRTimeline
Mariner, LLCin group Mariner, LLC1,451,618$73.3M0.12%+81,30713F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,217,114$61.4M0.21%-71913F-HRTimeline
Wealthspire Advisors, LLC1,217,104$61.4M0.61%-55,26713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,208,755$61M1.51%+22,76713F-HRTimeline
Capital Asset Advisory Services LLC1,197,997$60.5M2.98%+10,90313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,181,965$59.7M0.02%13F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,048,451$52.9M0.01%-172,71213F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management965,202$48.7M0.71%-22,16313F-HRTimelineGroup
Private Advisor Group, LLC907,869$45.8M0.26%+452,56213F-HRTimeline
STOCK YARDS BANK & TRUST CO886,901$44.8M1.54%+159,69313F-HRTimeline
Rinkey Investments873,019$44.1M14.1%-5,64613F-HRTimeline
Advocacy Wealth Management, LLC867,331$43.8M3.33%-20,05313F-HRTimeline
Northwest Quadrant Wealth Management, L…799,596$40.4M9.18%+24,46913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV790,231$39.9M0.1%+122,51513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.775,108$39.1M0.09%-163,97313F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP772,718$39M0.04%+89,76813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN718,491$36.3M0.01%+61,26213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC687,900$34.7M0.05%+59,14113F-HRTimeline
LANDAAS & CO /WI /ADV649,654$32.8M9.08%-183,89113F-HRTimeline
Stash Investments, LLC628,144$31.7M17.9%+40,01813F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC618,863$31.2M34.27%-493,20513F-HRTimeline
Portfolio Design Labs, LLC616,781$31.1M6.39%+100,78113F-HRTimeline
Wealthspire Retirement, LLC593,405$29.9M2.37%-28,29813F-HRTimeline
Facet Wealth, Inc.591,221$29.9M0.79%+31,97213F-HRTimeline
GeoWealth Management, LLC587,357$29.6M0.97%-285,34913F-HRTimeline
Madison Asset Management, LLCgroup of 2 filers holding567,736$28.7M-73,289Timeline
SUMMITRY LLC525,981$26.5M1.3%+42,41613F-HRTimeline
Ifrah Financial Services, Inc.491,320$24.8M6.85%+8,65113F-HRTimeline
MML INVESTORS SERVICES, LLC484,387$24.4M0.08%-64,26513F-HRTimeline
Luminist Capital LLC447,222$24.2M42.11%13F-HRTimeline
Weaver Consulting Group476,816$24.1M7.4%+128,88813F-HRTimeline
OneDigital Investment Advisors LLC473,749$23.9M0.28%-281,70213F-HRTimeline
Laurel Wealth Advisors LLC457,140$23.1M3.61%+11,64913F-HRTimeline
BEACON FINANCIAL GROUP403,397$20.4M2.19%-12,26313F-HRTimeline
NorthCoast Asset Management LLC376,617$19M0.09%+231,06213F-HR/ATimeline
Cypress Capital, LLC374,992$18.9M5.41%-1,64513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC369,562$18.7M1.4%+27,65113F-HRTimelineGroup
Optivise Advisory Services LLC357,918$18.1M9.74%-313,47813F-HRTimeline
J2 Capital Management Inc339,028$17.1M16.06%13F-HRTimeline
Grant/GrossMendelsohn, LLC331,643$16.7M8.75%-100,90513F-HRTimeline
Atria Wealth Solutions, Inc.301,609$15.2M0.17%+41,00713F-HRTimeline
Oxbow Advisors, LLC295,826$14.9M1.76%-2,380,53613F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC285,872$14.4M11.08%-99,20213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.282,724$14.3M0.14%+6,77813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP277,064$14M0.01%+244,41113F-HRTimelineGroup
Lunt Capital Management, Inc.276,209$13.9M5.43%+133,71513F-HRTimeline
HighTower Advisors, LLC275,164$13.9M0.02%+3,29913F-HRTimeline
ARK & TLK INVESTMENTS, LLC268,002$13.5M4.7%+43,44913F-HRTimeline
St. Louis Financial Planners Asset Mana…266,036$13.4M9.7%-1,85313F-HRTimeline
Sugar Maple Asset Management, LLC260,625$13.2M10.01%-13,52013F-HRTimeline
Farther Finance Advisors, LLC255,399$12.9M0.47%+172,11413F-HRTimeline
FLOW TRADERS U.S. LLC247,365$12.5M0.5%-66,68613F-HRTimeline
Global Retirement Partners, LLC237,470$12M0.34%-3,71813F-HRTimeline
Castle Rock Wealth Management, LLC235,027$11.9M2.83%+2,11813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO235,470$11.9M<0.01%+168,22013F-HRTimelineGroup
Betterment LLC228,078$11.5M0.03%-246,91113F-HRTimeline
Vertex Planning Partners, LLC224,207$11.3M2.5%+28,75713F-HRTimeline
Atria Investments, Inc222,587$11.2M0.14%+24,04513F-HRTimeline
Creative Planningin group Creative Planning214,064$10.8M0.01%+66,32713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC210,168$10.6M0.02%+41,56713F-HRTimelineGroup
Stonebridge Financial Group, LLC203,865$10.3M1.13%13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC199,339$10.1M0.91%-68,90413F-HRTimeline
Kiely Wealth Advisory Group, Inc.198,104$10M6.44%-22,61613F-HRTimeline
Legacy Wealth Asset Management, LLC198,274$10M2.72%+3,10913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…193,308$9.76M0.08%-169,63913F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS183,256$9.25M0.01%+108,67613F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED182,925$9.23M0.86%+26,74313F-HRTimeline
Element Wealth, LLC177,810$8.97M4.69%+2,92813F-HRTimeline
MKT Advisors LLC175,000$8.85M3.86%+42,44513F-HRTimeline
WESCAP Management Group, Inc.174,779$8.82M2.14%-110,21013F-HRTimeline
Mutual Advisors, LLC170,734$8.64M0.25%+17,54613F-HRTimeline
Heck Capital Advisors, LLC170,714$8.62M0.99%+29,73213F-HR/ATimeline
Orion Porfolio Solutions, LLC168,390$8.5M0.08%-46,64813F-HRTimeline
Orion Portfolio Solutions, LLC168,390$8.5M0.08%-46,64813F-HRTimeline
Cardinal Point Capital Management ULC164,759$8.32M1.32%+97,79813F-HRTimeline
Perigon Wealth Management, LLC164,055$8.3M0.2%-1,16513F-HRTimeline
Elmwood Wealth Management, Inc.159,604$8.06M3.25%-3,54613F-HRTimeline
Centurion Wealth Management LLC158,379$7.99M2.5%+14,39313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/153,855$7.77M0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…153,562$7.75M0.01%+24,83313F-HR/ATimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC150,963$7.62M4.08%-6,82713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/150,905$7.62M<0.01%-28,74413F-HRTimelineGroup
Meridian Wealth Management, LLC149,001$7.52M0.36%+46,26713F-HRTimeline
Van Hulzen Asset Management, LLC146,067$7.37M0.54%+16,67513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…145,076$7.32M0.01%+8,15213F-HRTimelineGroup
Vishria Bird Financial Group, LLC144,030$7.27M2.55%+44713F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC142,071$7.17M1.86%+123,40513F-HR/ATimeline
Gotham Asset Management, LLC141,333$7.13M0.07%-4,52213F-HRTimeline
Capital Wealth Alliance, LLC134,194$6.77M3.84%-56,62313F-HRTimeline
HAMEL ASSOCIATES, INC.133,595$6.74M2.17%-57,89013F-HRTimeline
Generation Capital Management LLC132,692$6.7M5.74%13F-HRTimeline
Beacon Pointe Advisors, LLC128,519$6.49M0.07%-44113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…127,337$6.43M0.01%-3,14713F-HRTimelineGroup
SVB WEALTH LLC123,099$6.21M0.12%new13F-HRTimeline
Savvy Advisors, Inc.113,487$5.73M0.69%+16,50413F-HRTimeline
Federation des caisses Desjardins du Qu…112,287$5.67M0.03%+9,96413F-HRTimeline
Montecito Bank & Trust111,781$5.64M0.98%+7,61713F-HRTimeline
MRWM Advisors, LLC110,050$5.55M4.35%13F-HRTimeline
Sovran Advisors, LLC106,740$5.4M0.77%13F-HRTimeline
Sovereign Investment Advisors, LLC106,809$5.39M1.6%+1,64213F-HRTimeline
Trek Financial, LLC106,158$5.36M0.4%+23,11413F-HRTimeline
AE Wealth Management LLC101,993$5.15M0.04%-4,53313F-HRTimeline
Disciplined Investments, LLC101,530$5.12M2.53%-4,70913F-HRTimeline
SteelPeak Wealth, LLC96,275$4.86M0.2%-3,92513F-HRTimeline
Members Advisory Group LLC95,224$4.81M1.97%new13F-HRTimeline
GTS SECURITIES LLC94,306$4.76M0.23%+84,02113F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.91,932$4.64M4.16%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.91,656$4.63M0.03%+3,94513F-HRTimeline
Sanctuary Advisors, LLC90,443$4.58M0.03%+73013F-HRTimeline
PFS Partners, LLC89,420$4.51M2.46%-28,81313F-HRTimeline
Wellington Wealth Strategies, LLC.85,652$4.33M3.94%-15,22513F-HRTimeline
New Capital Management LP85,535$4.32M1.26%+50913F-HRTimeline
Slow Capital, Inc.85,003$4.29M0.61%+18,77813F-HRTimeline
CWM, LLCin group CWM, LLC83,253$4.2M0.02%+6,82013F-HRTimelineGroup
Allworth Financial LP82,807$4.19M0.02%-4,80613F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC81,697$4.12M<0.01%-14,01713F-HRTimelineGroup
Hershey Financial Advisers, LLC79,051$3.99M3.51%13F-HRTimeline
WINTRUST INVESTMENTS LLC78,770$3.98M3.5%+34713F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC76,676$3.87M3.28%-11913F-HRTimeline
SEEDS INVESTOR LLC75,013$3.79M1.08%+51,93013F-HRTimeline
Cravens & Co Advisors, LLC74,808$3.78M2.87%+12,05613F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …74,796$3.77M0.86%+3,23513F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC74,025$3.74M0.11%+2,45413F-HRTimelineGroup
Proficio Capital Partners LLC70,540$3.56M0.29%-12,54513F-HR/ATimeline
CENTRAL TRUST Co70,345$3.55M0.09%+40,18213F-HRTimeline
Dynamic Advisor Solutions LLC68,660$3.47M0.15%+1,64913F-HRTimeline
RETIREMENT CAPITAL STRATEGIES67,493$3.41M1.29%new13F-HRTimeline
FWG Holdings, LLC66,086$3.34M1.6%-11,39413F-HRTimeline
ANDERSON HOAGLAND & CO65,960$3.34M0.34%+26,16813F-HRTimeline
Advisory Services Network, LLC63,285$3.19M0.06%+21,73813F-HRTimeline
Moloney Securities Asset Management, LLC63,082$3.18M0.43%+40,33813F-HRTimeline
Almanack Investment Partners, LLC.62,447$3.15M0.49%-11,88813F-HRTimeline
Janney Montgomery Scott LLC62,413$3.15M0.01%-12,04013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…62,199$3.14M0.26%-6,18413F-HRTimelineGroup
SkyView Investment Advisors, LLC60,755$3.07M0.49%-3,00013F-HRTimeline
Focus Financial Network, Inc.60,537$3.06M0.12%+8,49113F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC60,027$3.03M1.06%+18,29313F-HRTimeline
Waverly Advisors, LLC59,132$2.98M0.05%+10,20113F-HRTimeline
ORG Partners LLC58,793$2.97M0.4%-1,88413F-HRTimeline
Lionshead Wealth Management, LLC58,772$2.97M2.14%13F-HRTimeline
Strategic Financial Concepts, LLC58,104$2.93M0.56%+46,47013F-HR/ATimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp57,647$2.91M<0.01%-80,14413F-HRTimelineGroup
SMITH, MOORE & CO.56,366$2.84M0.26%+8,40613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding54,896$2.77M+12,293Timeline
CAHILL FINANCIAL ADVISORS INC54,517$2.75M0.37%-6,70713F-HRTimeline
Professional Financial Advisors, LLC52,520$2.65M0.68%-7,15213F-HRTimeline
Measured Risk Portfolios, Inc.51,871$2.62M2.91%13F-HRTimeline
NewEdge Advisors, LLC51,443$2.6M0.02%-46,92313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …51,250$2.59M0.21%-383,50113F-HR/ATimeline
JAMES INVESTMENT RESEARCH, INC.50,953$2.57M0.31%-1,76613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC49,738$2.51M<0.01%+9,06813F-HRTimelineGroup
Ignite Planners, LLC48,589$2.45M0.54%-5,28713F-HRTimeline
DOHJ, LLC48,471$2.45M0.57%-11,50813F-HRTimeline
Yoder Wealth Management, Inc.47,716$2.41M1.33%+25,11913F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC47,212$2.38M1.74%13F-HRTimeline
CHOREO, LLC46,906$2.37M0.03%-3,88113F-HRTimeline
Baring Financial LLC46,304$2.34M2.08%13F-HRTimeline
MGO ONE SEVEN LLC45,711$2.31M0.09%+14,12813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding45,349$2.29M-70,568Timeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.43,893$2.22M0.14%new13F-HRTimelineGroup
Total Clarity Wealth Management, Inc.42,554$2.15M0.7%-1,07513F-HRTimeline
Koshinski Asset Management, Inc.42,524$2.15M0.19%+18113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC41,624$2.1M0.02%-18,02213F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC41,247$2.08M0.14%+13,24413F-HRTimeline
Destination Wealth Management41,105$2.07M0.06%-3813F-HRTimeline
GUIDANCE CAPITAL, INC40,100$2.03M0.62%+17,39113F-HRTimeline
COMERICA BANK39,702$2M0.01%-3,65913F-HR/ATimeline
HCR Wealth Advisors39,610$2M0.25%-92513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…39,182$1.98M0.07%+3,90313F-HRTimelineGroup
Composition Wealth, LLC37,452$1.89M0.04%-7,14113F-HRTimeline
Arkadios Wealth Advisors37,222$1.88M0.1%-4,02013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…36,380$1.84M0.1%-7,36113F-HRTimeline
Chris Bulman Inc36,332$1.83M1.17%-2,63913F-HRTimeline
&PARTNERS35,878$1.81M0.02%+13,39313F-HRTimeline
Johnson Bixby & Associates, LLC35,631$1.8M0.27%new13F-HRTimeline
Integrated Wealth Concepts LLC34,621$1.75M0.02%+13,64713F-HRTimeline
MN Wealth Advisors, LLC34,084$1.72M0.97%+16,47713F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.33,734$1.7M0.35%+7,05513F-HRTimeline
OLD MISSION CAPITAL LLC32,192$1.62M0.04%new13F-HRTimeline
Sovereign Financial Group, Inc.31,806$1.61M0.37%+6,94413F-HRTimeline
Steele Capital Management, Inc.29,807$1.5M0.08%-5,68713F-HRTimeline
Haverford Trust Co29,722$1.5M0.01%-2,09413F-HRTimeline
IFG Advisory, LLC28,888$1.46M0.08%-98813F-HRTimeline
ArborFi Advisors, LLC28,531$1.44M1.45%13F-HRTimeline
Able Wealth Management LLC28,473$1.44M0.94%-9,20213F-HRTimeline
Prostatis Group LLC27,531$1.39M0.41%+16,76613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…26,071$1.32M0.02%-8,04813F-HRTimelineGroup
PRIVATE TRUST CO NA25,021$1.26M0.13%-12913F-HRTimeline