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Disclosery

TLH ISHARES TR

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10-20 YR TRS ETF (fund)

603 managers (611 13F filers) reported a position in TLH shares at 2026-06-30, 108,464,535 shares in all. 48 filers opened a position and 71 filers sold out during the quarter.

Managers
603
13F filers
611
New
48
Added
190
Reduced
309
Sold out
71
Shares held by filers
108,464,535

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding21,941,185$2.2B-4,008,113Timeline
Forum Financial Management, LPin group Forum Financial Management, LP9,680,967$971M12.48%+745,59313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,056,628$708M0.05%-1,026,92713F-HRTimelineGroup
LPL Financial LLC6,711,248$673M0.15%-1,497,77213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,710,306$473M0.01%+104,08513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,540,643$355M0.02%-231,05113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,490,075$354M0.02%-603,07413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,002,613$301M0.36%+1,917,42913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,455,071$246M0.05%+61,01413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,446,904$246M0.42%+176,29613F-HRTimelineGroup
Dynasty Wealth Management, LLC2,050,071$206M1.53%+215,08013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,746,571$175M0.15%+279,27813F-HRTimelineGroup
Cetera Investment Advisers1,662,099$167M0.15%-444,15313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,660,729$167M0.03%-63,52913F-HRTimelineGroup
MATHER GROUP, LLC.1,537,777$154M1.35%+1,537,36813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,367,082$137M0.86%-351,33113F-HRTimelineGroup
RiverFront Investment Group, LLC1,324,932$133M1.76%+3,53913F-HRTimeline
Janney Montgomery Scott LLC1,220,050$122M0.24%-271,69713F-HRTimeline
MML INVESTORS SERVICES, LLC1,192,620$120M0.24%-171,70713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,110,583$111M0.02%-186,21113F-HRTimelineGroup
NewEdge Advisors, LLC931,209$93.4M0.28%+6,99813F-HRTimeline
Destination Wealth Management891,126$89.4M2.09%+28,30513F-HRTimeline
HAMILTON CAPITAL PARTNERS, LLC857,106$86M24.98%+516,45513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC836,231$83.9M0.77%+329,89813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC809,038$81.2M0.02%-94,15413F-HRTimelineGroup
Quotient Wealth Partners, LLC713,106$71.6M1.69%+45,48713F-HRTimeline
FIRST CITIZENS BANK & TRUST CO672,411$67.5M1.01%-269,90213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA661,234$66.4M0.01%-106,02113F-HRTimelineGroup
OpenArc Corporate Advisory, LLC608,861$61.1M0.73%+130,50313F-HRTimeline
Sanctuary Advisors, LLC600,513$60.3M0.28%-81,17713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC561,888$56.4M0.87%+39,11513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…518,894$52.1M0.03%-2,29313F-HRTimelineGroup
Cerity Partners LLCgroup of 2 filers holding517,264$51.9M-52,145Timeline
COMMONWEALTH EQUITY SERVICES, LLC497,357$49.9M0.06%+183,93913F-HRTimeline
UBS Group AGgroup of 2 filers holding494,518$49.6M-144,522Timeline
Foundations Investment Advisors, LLC484,379$48.6M0.5%+32,68713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…456,877$45.8M0.25%-117,48613F-HRTimelineGroup
MAI Capital Management410,403$41.2M0.16%+7,13813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.393,343$39.5M0.05%+23,76913F-HRTimelineGroup
JB Capital LLC371,123$37.2M1.29%-126,40913F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC335,581$33.7M0.53%+129,71313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…298,343$29.4M0.05%+13,06513F-HRTimeline
Steward Partners Investment Advisory, L…282,330$28.3M0.14%-3,25813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\277,047$27.8M0.03%-214,39413F-HRTimelineGroup
Watchman Group, Inc.275,011$27.6M6.17%+3,97413F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.263,210$26.4M0.16%new13F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…262,174$26.4M0.04%-34,56313F-HRTimelineGroup
CASTLEARK MANAGEMENT LLC258,432$25.9M0.7%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…236,696$23.8M0.04%+59,73113F-HRTimelineGroup
Cambridge Investment Research Advisors,…234,515$23.5M0.05%-43,80713F-HR/ATimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …222,202$22.3M0.15%+21,70613F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC220,524$22.1M0.48%+21,73013F-HRTimelineGroup
Modern Wealth Management, LLC215,420$21.6M0.26%-14,40513F-HRTimeline
Savvy Advisors, Inc.207,915$20.9M0.45%+5,34513F-HRTimeline
Vise Technologies, Inc.186,292$18.7M0.21%+94,49413F-HRTimeline
Summit Asset Management, LLC177,429$17.8M2.28%+3,71613F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp176,255$17.7M1.58%+85,99113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP174,605$17.7M0.01%+9,35413F-HRTimelineGroup
HighTower Advisors, LLC173,929$17.5M0.02%-1,64113F-HRTimeline
MGO ONE SEVEN LLC173,493$17.4M0.29%+2,96113F-HRTimeline
&PARTNERS170,479$17.1M0.07%+46,91513F-HRTimeline
Goelzer Investment Management, Inc.169,041$17M0.74%-6,68613F-HRTimeline
McKinley Carter Wealth Services, Inc.166,474$16.7M0.86%+35,05313F-HRTimeline
Icon Wealth Advisors, LLC159,156$16M0.96%-43,70813F-HRTimeline
Atria Investments, Inc158,818$15.9M0.16%-27,27613F-HRTimeline
IHT Wealth Management, LLC157,196$15.8M0.34%-61,64513F-HRTimeline
Affinity Capital Advisors, LLC156,580$15.6M1.93%-4,44613F-HRTimeline
Cascade Financial Partners, LLC154,327$15.5M1.34%+28,28213F-HRTimeline
Stone House Investment Management, LLC149,866$15M2%-31,65613F-HRTimeline
NorthCoast Asset Management LLC145,376$14.6M0.32%+26,71413F-HRTimeline
ABLE Financial Group, LLC145,297$14.6M2.45%+76,83113F-HRTimeline
Keel Point, LLC144,496$14.5M0.86%+2,06913F-HRTimeline
SteelPeak Wealth, LLC137,143$13.8M0.36%-23,57613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding139,216$13.6M+54,966Timeline
Kelly Financial Services LLC131,731$13.2M2.83%+9,27513F-HRTimeline
ARVEST INVESTMENTS, INC.127,888$12.8M1.55%+8,38913F-HRTimeline
Trek Financial, LLC126,225$12.7M0.63%-15,30013F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …124,705$12.5M0.01%+41,20913F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …123,653$12.4M0.61%+9,41213F-HRTimeline
Net Worth Advisory Group122,891$12.3M3.11%+34,23413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.121,351$12.2M0.07%-3,64013F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.111,572$11.2M0.35%-30,77913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC104,929$10.5M<0.01%+72,43613F-HRTimelineGroup
Orion Porfolio Solutions, LLC103,910$10.4M0.08%-23,55013F-HRTimeline
Avantax Planning Partners, Inc.100,328$10.1M0.25%-4,93813F-HRTimeline
Sharkey, Howes & Javer100,084$10M1.21%-41,04413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding99,268$9.96M+25,127Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…95,603$9.59M0.08%-11,36413F-HRTimelineGroup
FLOW TRADERS U.S. LLC94,839$9.52M0.39%+33,59413F-HRTimeline
Harvest Portfolios Group Inc.92,049$9.24M0.13%-20,03913F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC87,815$8.85M1.11%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding88,062$8.84M+11,152Timeline
Evergreen Private Wealth LLC84,245$8.45M3.13%-49913F-HRTimeline
BEACON FINANCIAL GROUP82,784$8.31M0.75%+6,36413F-HRTimeline
Farther Finance Advisors, LLC82,579$8.29M0.06%-11,94713F-HRTimeline
IFP Advisors, Inc80,435$8.07M0.15%-4,11213F-HRTimeline
PAX Financial Group, LLC77,515$7.78M1.16%-12,24813F-HRTimeline
Strategic Blueprint, LLC76,682$7.69M0.38%-6,96613F-HRTimeline
Royal Fund Management, LLC76,608$7.69M0.64%+1,11013F-HRTimeline
Global Retirement Partners, LLC75,318$7.56M0.12%13F-HRTimeline
Creative Planningin group Creative Planning74,293$7.46M<0.01%+6,22113F-HRTimelineGroup
Elevated Financial Group LLC73,018$7.33M2.07%+8,11613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management72,686$7.29M0.07%-11,42513F-HRTimelineGroup
Arax Advisory Partners71,575$7.18M0.05%+47,40013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC70,568$7.08M0.32%-21413F-HRTimelineGroup
EWA, LLC70,327$7.06M1.29%+5,22913F-HRTimeline
Keystone Financial Services70,324$7.06M1.82%-19,52113F-HRTimeline
SCOTIA CAPITAL INC.70,287$7.05M0.03%-5,51813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC69,375$6.96M0.08%+4,08513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC68,842$6.91M0.01%-15,70313F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC68,168$6.84M0.16%-56,68413F-HRTimelineGroup
Stokes Family Office, LLC67,450$6.77M0.79%-19,96613F-HRTimeline
Invst, LLC64,815$6.5M0.63%-18,58813F-HRTimeline
Prospera Financial Services Inc63,693$6.39M0.09%-2,60313F-HRTimeline
Regal Investment Advisors LLC63,662$6.39M0.33%-19,08513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.63,590$6.38M0.06%+10,80613F-HRTimelineGroup
Bay Harbor Wealth Management, LLC61,156$6.14M1.42%-10,99013F-HRTimeline
World Investment Advisors60,880$6.12M0.1%-18,84413F-HRTimeline
Legacy Financial Group LLC60,819$6.1M0.69%-14,93613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS60,747$6.1M0.01%-50913F-HRTimeline
Goodman Advisory Group, LLC59,660$5.99M1.38%-4,07113F-HRTimeline
WEALTH ALLIANCE, LLC59,254$5.95M0.5%-19,22113F-HRTimeline
Van Hulzen Asset Management, LLC58,327$5.85M0.42%+3,08913F-HRTimeline
HighPoint Advisor Group LLC57,773$5.8M0.2%-25213F-HRTimeline
BCGM Wealth Management, LLC57,319$5.75M1.22%-4,16913F-HRTimeline
ONE Advisory Partners, LLC56,547$5.67M1.54%-3,36013F-HRTimeline
Premier Path Wealth Partners, LLC56,121$5.63M0.65%+4,35013F-HRTimeline
Cresta Advisors, Ltd.55,108$5.53M1.99%+3,50413F-HRTimeline
Blue Trust, Inc.54,802$5.5M0.06%-25,43313F-HRTimeline
Gateway Wealth Partners, LLC52,789$5.3M0.32%-51,47213F-HRTimeline
AlphaCore Capital LLC52,137$5.23M0.1%-1,73013F-HRTimeline
FIDELITY D & D BANCORP INC51,989$5.22M1.79%+6,03213F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd50,994$5.12M0.04%new13F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …50,964$5.11M0.03%-35,53213F-HRTimelineGroup
Ranch Capital Advisors Inc.50,841$5.1M1.62%+1,34213F-HRTimeline
Founders Financial Alliance, LLC50,776$5.1M0.68%+50,39413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…50,049$5.02M<0.01%-6,62813F-HRTimelineGroup
Cobblestone Asset Management LLC49,589$4.98M2.08%-18,47313F-HRTimeline
Professional Financial Management, Inc.49,059$4.92M4.99%-53413F-HRTimeline
SigFig Wealth Management, LLC47,481$4.81M0.13%-11,12613F-HRTimeline
WCG Wealth Advisors LLC46,671$4.68M0.11%-12,90713F-HRTimeline
Shared Vision Wealth Group LLC46,226$4.64M1.59%-9,27613F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.46,078$4.62M1.12%-3,45613F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.45,370$4.57M2.6%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC45,152$4.53M<0.01%-1,99613F-HRTimelineGroup
Merit Financial Group, LLC44,313$4.45M0.03%-9,82413F-HR/ATimeline
RFG Advisory, LLC43,849$4.4M0.07%+50513F-HRTimeline
Advus Financial Partners, LLC42,904$4.31M1.23%+1,56913F-HR/ATimeline
WATERSHED PRIVATE WEALTH LLC42,775$4.29M1.21%+2,39213F-HRTimeline
Storen Legacy Partners, LLC42,372$4.25M1.16%+6,97813F-HRTimeline
UNIQUE WEALTH, LLC41,938$4.21M0.49%+1,29613F-HRTimeline
Integrated Wealth Concepts LLC41,841$4.2M0.02%-55,47713F-HRTimeline
Claro Advisors Inc.40,995$4.11M0.43%+3,21113F-HRTimeline
Golden State Wealth Management, LLC40,714$4.09M0.37%+31,91513F-HRTimeline
CORE WEALTH ADVISORS, LLC40,112$4.03M2.97%-17,35413F-HRTimeline
McNaughton Wealth Management, LLC39,909$4M1.42%+5,25413F-HRTimeline
Simplicity Wealth,LLC39,835$4M0.13%+63313F-HRTimeline
Smartleaf Asset Management LLC38,631$3.91M0.13%013F-HRTimeline
Advisory Services Network, LLC38,237$3.84M0.04%-2,05313F-HRTimeline
Modus Advisors, LLC37,765$3.79M0.94%+2,10813F-HRTimeline
Sovran Advisors, LLC38,383$3.77M0.28%-10,60313F-HRTimeline
Bedminster, LLC37,108$3.72M3.18%+57113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC36,956$3.71M0.84%-4,85713F-HRTimeline
SURIENCE PRIVATE WEALTH LLC35,460$3.56M3.13%new13F-HRTimeline
Geneos Wealth Management Inc.34,559$3.47M0.07%+1,06813F-HRTimeline
Systelligence, LLC34,459$3.46M0.58%-35,76213F-HRTimeline
LFA - Lugano Financial Advisors SA34,483$3.4M2.05%+53513F-HRTimeline
Cornerstone Planning Group LLC34,856$3.4M0.43%-3,56813F-HRTimeline
Centurion Wealth Management LLC32,935$3.31M0.79%+30313F-HRTimeline
Polaris Investment Advisors, LLC32,500$3.26M2.09%-3,77713F-HRTimeline
SWP FINANCIAL LLC32,388$3.25M1.5%+2,29413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…31,855$3.2M0.01%-24013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP31,209$3.13M<0.01%-10,23313F-HR/ATimelineGroup
Centerline Wealth Advisors, LLC31,175$3.13M0.98%+71613F-HRTimeline
5T Wealth, LLC31,082$3.12M1.16%-18,28613F-HRTimeline
HRT FINANCIAL LP30,772$3.09M0.01%+19,53013F-HRTimeline
Krilogy Financial LLC30,743$3.09M0.09%-1,11413F-HRTimeline
VestGen Advisors, LLC30,717$3.08M0.09%+24,65013F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC30,372$3.05M0.87%+86913F-HRTimeline
Vestmark Advisory Solutions, Inc.30,012$3.01M0.03%+4,22113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.29,936$3M<0.01%-10,60913F-HRTimelineGroup
Commonwealth Financial Services, LLC29,538$2.96M0.4%-133,79913F-HRTimeline
Csenge Advisory Group29,369$2.95M0.12%-7,61113F-HRTimeline
Clarus Wealth Advisors29,717$2.92M1.13%+3,05713F-HRTimeline
SWMG, LLC29,673$2.91M0.69%-5,53513F-HRTimeline
A4 Wealth Advisors LLC28,383$2.85M1.92%-45,53213F-HRTimeline
WealthShield Partners, LLC27,416$2.75M0.42%-7,88713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC27,314$2.74M0.05%-12,02113F-HRTimeline
Lansing Street Advisors26,968$2.71M0.58%-6,57113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC26,929$2.7M0.03%-7,37013F-HRTimelineGroup
Hoxton Planning & Management, LLC26,833$2.69M0.7%-4,47213F-HRTimeline
Heck Capital Advisors, LLC26,704$2.68M0.16%-51213F-HRTimeline
Integrated Advisors Network LLC26,328$2.64M0.12%+8,86513F-HRTimeline
Robbins Farley26,207$2.63M1.01%+2,18113F-HRTimeline
Cypress Wealth Services, LLC25,980$2.61M0.32%-6,81513F-HRTimeline
Rothschild Wealth LLC25,208$2.53M0.2%-3,23513F-HRTimeline
Cyndeo Wealth Partners, LLC25,040$2.51M0.12%-1,55513F-HRTimeline
Center For Asset Management LLC24,561$2.46M1.09%+1,83413F-HRTimeline
Focus Financial Network, Inc.24,452$2.45M0.08%+1,66413F-HRTimeline
Echo45 Advisors LLC24,145$2.42M1.25%+1,79413F-HRTimeline