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Disclosery

TLH ISHARES TR

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10-20 YR TRS ETF (fund)

644 managers (649 13F filers) reported a position in TLH shares at 2025-12-31, 116,361,380 shares in all. 86 filers opened a position and 49 filers sold out during the quarter.

Managers
644
13F filers
649
New
86
Added
247
Reduced
225
Sold out
49
Shares held by filers
116,361,380

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Corient Private Wealth LPin group Corient Private Wealth LP27,343$2.78M<0.01%+16,05913F-HR/ATimelineGroup
UNIQUE WEALTH, LLC27,301$2.78M0.39%+37113F-HRTimeline
WBH ADVISORY INC27,276$2.77M0.21%+9,30613F-HRTimeline
Insight Advisors, LLC/ PA26,506$2.69M0.41%-2,27113F-HRTimeline
Clarus Wealth Advisors26,313$2.69M1.12%+90213F-HRTimeline
Ashton Thomas Private Wealth, LLC26,217$2.67M0.07%+3,17113F-HRTimeline
West Wealth Group, LLC25,837$2.63M0.54%+4,72013F-HRTimeline
ANDERSON HOAGLAND & CO25,469$2.59M0.22%+2,89413F-HRTimeline
Apeiron RIA LLC25,465$2.57M0.52%+1,00013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich25,219$2.56M0.01%new13F-HRTimeline
Heck Capital Advisors, LLC25,066$2.55M0.19%+2,11413F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT25,021$2.54M0.16%-1,54613F-HRTimeline
FINANCIAL LIFE ADVISORS24,848$2.53M0.78%+4,94113F-HRTimeline
FORTE ASSET MANAGEMENT LLC24,602$2.5M1.14%+213F-HRTimeline
Mosley Wealth Management24,261$2.5M1.14%13F-HRTimeline
May Hill Capital, LLC24,533$2.49M0.67%-2,46313F-HR/ATimeline
Saxony Capital Management, LLC24,034$2.44M1.5%new13F-HRTimeline
Davis Wealth Advisors, LLC23,934$2.43M2.02%+3,48713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV23,555$2.39M<0.01%new13F-HRTimeline
Rothschild Wealth LLC23,543$2.39M0.23%+2,78313F-HR/ATimeline
Horst & Graben Wealth Management LLC23,340$2.38M0.36%-37013F-HRTimeline
Veridan Wealth LLC23,304$2.37M0.8%+43713F-HRTimeline
Avid Wealth Partners LLC22,809$2.32M1.13%-8,89413F-HRTimeline
EHRLICH FINANCIAL GROUP22,435$2.28M1.3%+2,79313F-HRTimeline
Center For Asset Management LLC22,427$2.28M1.19%-4,28413F-HRTimeline
Etesian Wealth Advisors, Inc.22,317$2.27M0.71%+80813F-HRTimeline
Portfolio Resources Advisor Group, Inc.22,264$2.26M2.26%13F-HRTimeline
LifePlan Investment Advisors, Inc.21,999$2.24M0.91%+90113F-HRTimeline
Pinion Investment Advisors, LLC21,589$2.19M0.54%+5,55313F-HRTimeline
Echo45 Advisors LLC21,514$2.19M1.25%+8,81113F-HRTimeline
SURIENCE PRIVATE WEALTH LLC21,339$2.17M2.45%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.21,117$2.15M0.1%-1,13313F-HRTimeline
HAZLETT, BURT & WATSON, INC.21,071$2.14M0.68%+64613F-HRTimeline
RCS Financial Planning, LLC21,038$2.14M0.92%+1,31013F-HRTimeline
Braun-Bostich & Associates Inc.20,916$2.13M1.31%+23113F-HRTimeline
LiftPoint Family Wealth Advisors LLC20,764$2.11M1.8%13F-HRTimeline
Lansing Street Advisors20,506$2.08M0.54%+2,31613F-HRTimeline
Robbins Farley20,285$2.06M0.94%new13F-HRTimeline
EQ LLC20,200$2.05M0.59%-5,81913F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC19,944$2.03M0.47%+2,06813F-HRTimeline
J.M. Arbour, LLC19,919$2.03M2.02%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC19,544$1.99M0.04%-7,16413F-HRTimeline
NorthRock Partners, LLC19,492$1.98M0.03%+11,10013F-HRTimeline
BCU Wealth Advisors, LLC19,293$1.96M0.75%-14213F-HRTimeline
Checchi Capital Advisers, LLC19,125$1.94M0.13%+12,29213F-HRTimeline
Snowden Capital Advisors LLC18,830$1.91M0.05%+3,15513F-HRTimeline
Spectrum Planning & Advisory Services I…18,796$1.91M0.98%-6,20113F-HRTimeline
Carr Financial Group Corp18,675$1.9M0.51%-21,70413F-HRTimeline
Values First Advisors, Inc.18,665$1.9M0.98%+37013F-HRTimeline
Cyndeo Wealth Partners, LLC18,144$1.84M0.1%+23113F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC17,855$1.82M1.12%-14,02713F-HRTimeline
Centerline Wealth Advisors, LLC17,779$1.81M0.65%new13F-HRTimeline
ShoreHaven Wealth Partners, LLC17,617$1.79M0.64%+23513F-HRTimeline
Quadrant Private Wealth Management, LLC17,506$1.78M0.29%+1,11113F-HRTimeline
Advyzon Investment Management, LLC17,489$1.78M0.21%+12,77613F-HRTimeline
JFS WEALTH ADVISORS, LLC17,422$1.77M0.1%-14613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC17,378$1.77M0.12%+1,41013F-HR/ATimeline
Sigma Planning Corp17,280$1.76M0.05%-4,45613F-HRTimeline
Royal Fund Management, LLC17,139$1.74M0.16%+9,55713F-HRTimeline
JT Stratford LLC16,848$1.71M0.22%-29,50613F-HRTimeline
PFG Investments, LLC16,608$1.69M0.08%+3,08513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.16,547$1.68M0.07%+3,06013F-HRTimeline
Fermata Advisors, LLC15,984$1.63M0.39%+10,95213F-HRTimeline
LANARK FINANCIAL, INC.15,753$1.6M0.12%+1,65013F-HRTimeline
Richmond Investment Services, LLC15,529$1.58M0.27%+7,17913F-HRTimeline
Retirement Wealth Solutions LLC15,453$1.57M0.99%-2,46413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC15,399$1.57M0.01%-1,50313F-HRTimelineGroup
AE Wealth Management LLC15,371$1.56M0.01%+1,30313F-HRTimeline
Aspire Private Capital, LLC15,329$1.56M0.35%-16513F-HRTimeline
Prime Capital Investment Advisors, LLC15,306$1.56M0.02%-19913F-HRTimeline
First Heartland Consultants, Inc.15,235$1.55M0.12%-20,06613F-HRTimeline
Beacon Bridge Wealth Partners, LLC14,880$1.51M0.5%new13F-HRTimeline
Pettinga Financial Advisors LLC14,865$1.51M0.29%-57,58213F-HRTimeline
Barnes Wealth Management Group, Inc14,783$1.5M0.8%-2,60813F-HRTimeline
Integrity Advisory Solutions, LLC14,758$1.5M0.22%+3,18513F-HRTimeline
U.S. Capital Wealth Advisors, LLC14,735$1.5M0.04%-7,90713F-HRTimeline
Visionary Wealth Advisors14,570$1.48M0.07%-10,85113F-HRTimeline
Capital Investment Management, Inc.14,416$1.47M0.51%13F-HRTimeline
Strategic Investment Solutions, Inc. /IL14,409$1.47M0.35%-7,29413F-HRTimeline
Venturi Wealth Management, LLC14,363$1.46M0.06%+75513F-HRTimeline
Keating Financial Advisory Services, In…14,299$1.45M0.2%13F-HRTimeline
CoreCap Advisors, LLC14,130$1.44M0.05%+3,62813F-HRTimeline
REGIMEN WEALTH, LLC14,019$1.43M0.42%+30513F-HRTimeline
PFG Advisors13,888$1.41M0.07%+2,99013F-HRTimeline
Mayflower Financial Advisors, LLC13,761$1.4M0.17%-69113F-HRTimeline
Legacy Private Trust Co.13,466$1.37M0.08%-91113F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC13,129$1.33M1.06%13F-HRTimeline
Unify Financial Advisors13,128$1.33M1.39%13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding12,920$1.31M+1,149Timeline
Veltria Advisors Corp.12,667$1.3M5.67%+9,78913F-HRTimeline
Strategic Investment Advisors / MI12,620$1.28M0.11%+12,18313F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC12,198$1.24M1.03%-77913F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC12,137$1.23M0.21%13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.11,964$1.22M0.03%013F-HRTimelineGroup
Two West Capital Advisors LLC11,876$1.21M0.7%+2,01213F-HRTimeline
Arkadios Wealth Advisors11,716$1.19M0.02%+5,62013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC11,626$1.18M0.44%-56713F-HRTimeline
Kingsview Wealth Management, LLC11,269$1.15M0.02%+83613F-HRTimeline
TBH Global Asset Management, LLC11,106$1.13M0.19%-6,93313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC11,081$1.13M0.05%-44313F-HRTimeline
Sovereign Financial Group, Inc.10,990$1.12M0.2%-24413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management10,928$1.11M0.04%-3,03513F-HRTimelineGroup
Sunbelt Securities, Inc.10,902$1.11M0.07%+1,63013F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd10,835$1.1M0.07%+5,60513F-HRTimelineGroup
BOS Asset Management, LLC10,663$1.08M0.29%+44613F-HRTimeline
SVB WEALTH LLC10,614$1.08M0.06%-6,73413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC10,575$1.08M0.01%-37,23013F-HRTimeline
DAVENPORT & Co LLC10,504$1.07M0.01%-8313F-HRTimeline
WealthPoint Financial, LLC10,420$1.06M0.92%13F-HRTimeline
Sequoia Financial Advisors, LLC10,366$1.05M0.01%+75613F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC10,320$1.05M0.56%13F-HRTimelineGroup
WEDBUSH SECURITIES INC10,173$1.03M0.03%+13113F-HRTimeline
TFB Advisors LLC10,110$1.03M0.29%-35013F-HRTimeline
W ADVISORS, LLC10,098$1.03M0.52%-68213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC10,034$1.02M0.19%new13F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…9,947$1.01M0.48%-57913F-HRTimelineGroup
J.W. COLE ADVISORS, INC.10,301$1M0.02%-413F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC9,658$989K0.86%13F-HRTimeline
Vision Retirement, LLC9,616$978K0.26%13F-HRTimeline
DecisionMap Wealth Management, LLC9,548$971K0.6%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…9,539$970K0.08%+4,96713F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC9,525$968K0.03%-46,21413F-HRTimeline
Capital Asset Managemnet, LLC9,447$968K1.07%13F-HRTimeline
IFG Advisory, LLC9,478$964K0.04%-2,48813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC9,409$957K0.03%-1,62413F-HRTimelineGroup
Wells Financial Advisors INC9,271$943K1.79%-3,51013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC9,239$939K0.34%+2513F-HRTimeline
Integrated Advisors Network LLC9,082$923K0.04%-8,99313F-HRTimeline
PRIVATE TRUST CO NA9,081$923K0.08%-1,32313F-HRTimeline
Traveka Wealth, LLC9,050$920K0.37%+4,25713F-HRTimeline
STRATEGY ASSET MANAGERS LLC8,904$905K0.15%+3,86113F-HRTimeline
Atlanta Consulting Group Advisors, LLC8,847$899K0.2%-1,09913F-HRTimeline
TSA Wealth Managment LLC8,527$867K0.29%+36713F-HRTimeline
REGATTA CAPITAL GROUP, LLC8,497$864K0.13%-83213F-HRTimeline
Perigon Wealth Management, LLC8,364$850K0.02%+70113F-HRTimeline
Retirement Management Systems Inc.8,142$828K0.21%13F-HRTimeline
RHS Financial, LLC8,099$823K0.4%+64613F-HRTimeline
FIRST MANHATTAN CO. LLC.8,082$822K<0.01%-1,59613F-HRTimeline
Concorde Asset Management, LLC8,022$816K0.33%+79113F-HRTimeline
BARINGS LLCin group BARINGS LLC7,985$812K0.01%new13F-HRTimelineGroup
Hopwood Nicholas Hunter7,893$802K0.26%13F-HRTimeline
Parallel Advisors, LLC7,872$800K0.01%-20213F-HRTimeline
Klaas Financial Asset Advisors, LLC7,859$799K0.12%-7013F-HRTimeline
WEALTHGARDEN F.S. LLC7,763$795K0.52%+43813F-HRTimeline
WAYSTONE ADVISORS LLC7,764$789K0.68%13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,643$777K0.05%-96113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.7,582$771K0.02%+1,24913F-HRTimeline
Investor's Fiduciary Advisor Network, L…7,581$770K0.17%+5,23813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO7,549$768K0.02%-7,52813F-HRTimeline
Columbus Macro, LLC7,514$764K0.08%new13F-HRTimeline
THEORY FINANCIAL LLC7,453$764K0.26%-2,60613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,440$756K<0.01%-21813F-HRTimelineGroup
Financial Partners Group, Inc7,346$746K0.09%+4,68413F-HRTimeline
TUDOR INVESTMENT CORP ET AL7,333$746K<0.01%-41,90413F-HRTimeline
Silverleafe Capital Partners, LLC7,196$732K0.22%-1,07713F-HRTimeline
Archer Investment Management, LLC7,163$728K0.39%new13F-HRTimeline
Focus Financial Network, Inc.7,101$722K0.03%+14713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,881$699K0.01%+3,51913F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…6,830$694K<0.01%+2,45913F-HRTimelineGroup
Embree Financial Group6,677$679K0.08%+1,74113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,668$678K0.01%-1,38713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…6,616$673K<0.01%+1,44913F-HRTimelineGroup
Redwood Investment Management, LLCin group Redwood Investment Management…6,582$669K0.08%+2,80413F-HR/ATimelineGroup
Lifeworks Advisors, LLC6,566$668K0.09%+18213F-HRTimeline
ORG Partners LLC6,564$667K0.12%-1,16013F-HRTimeline
Legacy PCG, LLC6,514$662K0.41%-13,00013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC6,513$662K0.01%-213F-HRTimeline
ARWA LLC6,506$661K0.39%13F-HRTimeline
Argyle Capital Partners, LLC6,460$657K0.48%+1,53913F-HRTimeline
Gen-Wealth Partners Inc6,395$650K0.21%+2,04513F-HRTimeline
Avantra Family Wealth, Inc.6,391$650K0.47%-513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,380$649K0.04%+9013F-HRTimeline
Waverly Advisors, LLC6,291$640K0.01%+1,98313F-HRTimeline
ASL Financial, LLC6,235$634K0.5%13F-HRTimeline
Avidian Wealth Enterprises, LLC6,215$632K0.02%-28113F-HRTimeline
VICUS CAPITAL6,192$630K0.05%new13F-HRTimeline
EASTERN BANK6,164$627K0.01%-80613F-HRTimeline
BLALOCK WILLIAMS, LLC6,031$613K0.49%+82213F-HRTimeline
Creative Planningin group Creative Planning5,942$604K<0.01%+1,31113F-HRTimelineGroup
Ballast Rock Private Wealth LLC5,920$602K0.38%13F-HRTimeline
Camarda Financial Advisors, LLC5,912$601K0.23%-16613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,896$599K<0.01%-2,58013F-HRTimelineGroup
Able Wealth Management LLC5,827$592K0.19%+3,16313F-HRTimeline
Legacy Wealth Partners, LLC5,695$579K0.15%13F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.5,692$579K0.01%-8,14613F-HRTimelineGroup
Yukon Wealth Management, Inc.5,670$572K0.33%+90313F-HRTimeline
GLOBALT Investments LLC / GA5,623$572K0.02%-20013F-HRTimeline
Vantage Point Financial LLC5,593$569K0.2%+1,12913F-HRTimeline
MSH Capital Advisors LLC5,529$562K0.12%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,501$559K0.01%+2,00113F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC5,497$559K0.04%-4,24913F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,463$555K0.12%+1,41313F-HRTimeline
VestGen Investment Management5,408$550K0.3%-95813F-HRTimeline
Core Wealth Partners LLC5,327$542K0.24%-2313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,317$541K0.01%+1,52413F-HRTimelineGroup
Magnus Financial Group LLC5,282$537K0.04%+1,05113F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC5,204$529K0.48%new13F-HRTimeline
Apex Wealth Management, LLC5,079$518K0.53%+813F-HRTimeline
WORLD EQUITY GROUP, INC.4,984$507K0.14%-50213F-HRTimeline
Valtinson Bruner Financial Planning LLC4,983$507K0.15%013F-HRTimeline