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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
Summit Financial, LLC3,906$392K<0.01%-1,04613F-HRTimeline
SAX WEALTH ADVISORS, LLC3,891$392K0.02%-34713F-HRTimeline
Sound Income Strategies, LLC3,895$391K0.02%-413F-HRTimeline
Lifeworks Advisors, LLC3,880$389K0.04%-45413F-HRTimeline
WHITTIER TRUST CO3,884$387K<0.01%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,825$384K<0.01%-28313F-HRTimelineGroup
Vantus Wealth LLC3,762$378K0.2%13F-HRTimeline
PUREfi Wealth, LLC3,733$375K0.21%-1,12913F-HRTimeline
Johnson Bixby & Associates, LLC3,683$370K0.04%-124,66113F-HRTimeline
Argyle Capital Partners, LLC3,680$369K0.23%-3,25413F-HRTimeline
Ausdal Financial Partners, Inc.3,637$365K0.01%+35013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,579$359K0.02%-86413F-HRTimeline
LongView Wealth Management3,537$355K0.09%-1,34213F-HRTimeline
Empirical Asset Management, LLC3,528$354K0.08%+17313F-HRTimeline
Patriot Financial Group Insurance Agenc…3,511$352K0.04%-5,79513F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.3,504$352K0.54%+10413F-HRTimeline
Caliber Wealth Management, LLC / KS3,498$351K0.03%-1,32813F-HRTimeline
MMBG INVESTMENT ADVISORS CO.3,488$350K0.03%013F-HRTimeline
PINNACLE ASSOCIATES LTD3,472$348K<0.01%-5313F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,472$348K0.02%013F-HRTimeline
BridgePort Financial Solutions, LLC3,463$348K0.09%-54213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,462$347K<0.01%-17413F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC3,448$346K0.07%-1,40013F-HRTimeline
CRA Financial Services, LLC3,443$346K0.04%new13F-HRTimeline
Xcelsior Advisor Partners LLC3,434$345K0.05%new13F-HRTimeline
Moors & Cabot, Inc.3,376$339K0.01%+1,19313F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co3,345$336K0.02%+11813F-HRTimelineGroup
Talisman Wealth Advisors LLC3,284$330K0.25%new13F-HRTimeline
Spinnaker Investment Group, LLC3,219$323K0.05%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,198$321K0.01%+513F-HRTimeline
Raleigh Capital Management Inc.3,134$314K0.1%-22413F-HRTimeline
LOWE BROCKENBROUGH & CO INC3,130$314K0.01%013F-HRTimeline
Savant Capital, LLC3,131$314K<0.01%-2,93713F-HRTimeline
ADE, LLC3,129$314K0.13%+33713F-HRTimeline
Strathmore Capital Advisors, Inc.3,210$314K0.08%-33313F-HRTimeline
Perennial Investment Advisors, LLC3,127$314K0.02%-57413F-HRTimeline
SVB WEALTH LLC3,088$310K0.02%-96913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,079$309K0.01%+15513F-HRTimelineGroup
BAM Wealth Management, LLC3,057$307K0.19%new13F-HRTimeline
Legacy Edge Advisors, LLC3,038$305K0.03%-2,38113F-HR/ATimeline
KINGSWOOD WEALTH ADVISORS, LLC3,037$305K0.01%-1,92913F-HRTimeline
Midwest Professional Planners, LTD.3,028$304K0.06%+28613F-HRTimeline
Frisch Financial Group, Inc.2,969$298K0.05%+63213F-HRTimeline
GeoWealth Management, LLC2,944$295K0.01%-84313F-HRTimeline
Semus Wealth Partners LLC2,940$295K0.14%-38113F-HRTimeline
PATRON PARTNERS, LLC2,909$292K0.11%-1,22713F-HRTimeline
Midwest Capital Advisors, LLC2,841$285K0.12%-19,86613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,795$280K0.01%-1,12113F-HRTimelineGroup
CLIENT 1ST ADVISORY GROUP, LLC2,785$279K0.08%-19713F-HRTimeline
EP Wealth Advisors, LLC2,727$274K<0.01%-30513F-HRTimeline
RCS Financial Planning, LLC2,702$271K0.13%-51813F-HRTimeline
Brookwood Investment Group LLC2,695$270K0.03%+24413F-HRTimeline
Stablepoint Partners, LLC2,659$267K0.04%+3113F-HRTimeline
Steelhead Wealth Management LLC2,599$260K0.1%-2,28713F-HRTimeline
Apeiron RIA LLC2,581$259K0.07%-1,65413F-HRTimeline
Hutchens & Kramer Investment Management…2,566$257K0.07%-1,20813F-HRTimeline
One Day In July LLC2,532$254K0.02%-25013F-HRTimeline
GWN SECURITIES INC.2,527$254K0.04%-62413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,508$252K<0.01%-6,24013F-HRTimeline
KICKSTAND VENTURES, LLC.2,484$249K0.05%-86513F-HRTimeline
Resurgent Financial Advisors LLC2,461$247K0.07%-1,77713F-HRTimeline
Asempa Wealth Advisors2,457$247K0.19%-3213F-HRTimeline
Rossby Financial, LCC2,452$246K0.04%+513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,450$246K0.01%new13F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC2,415$242K0.21%-3,39213F-HRTimeline
WEALTHGARDEN F.S. LLC2,412$242K0.14%-5,44613F-HRTimeline
Axim Planning & Wealth2,409$242K0.34%-7213F-HRTimeline
Revisor Wealth Management LLC2,393$240K0.06%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,389$240K0.02%-53913F-HRTimeline
XY Planning Network, Inc.2,386$239K0.03%-19013F-HRTimeline
Cooper Financial Group2,344$235K0.02%-79413F-HRTimeline
Wells Financial Advisors INC2,305$231K2.15%-72113F-HRTimeline
Vantage Point Financial LLC2,298$231K0.07%-90713F-HRTimeline
Advisory Solutions Group, LLC2,278$229K0.08%13F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC2,241$225K0.02%-3213F-HRTimeline
Robertson Stephens Wealth Management, L…2,219$223K0.01%-29313F-HRTimeline
D L CARLSON INVESTMENT GROUP INC2,215$222K0.04%013F-HRTimeline
Quartz Partners, LLC2,212$222K0.07%-84313F-HRTimeline
Coastal Bridge Advisors, LLC2,189$220K0.01%-75413F-HRTimeline
Paladin Partners, LLC2,158$217K0.14%-25113F-HRTimeline
Entelevest, LLC2,140$215K0.19%-1713F-HRTimeline
Aegis Wealth Management, Inc.2,126$213K0.14%-65213F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC2,100$211K0.01%new13F-HRTimeline
Sculati Wealth Management, LLC2,130$210K0.07%new13F-HRTimeline
Demars Financial Group, LLC2,093$210K0.06%-14413F-HRTimeline
Financial Engines Advisors L.L.C.2,078$209K<0.01%-52,60613F-HRTimeline
Cassilly Financial Group LLC2,076$208K0.15%-80813F-HR/ATimeline
TSA Wealth Managment LLC2,048$206K0.06%-5,19813F-HRTimeline
Tyche Wealth Partners LLC2,028$204K0.03%-1,61513F-HRTimeline
VICUS CAPITAL2,010$202K0.01%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,000$201K<0.01%-3,81613F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department2,000$201K0.09%new13F-HRTimelineGroup
Independent Advisor Alliance1,998$200K<0.01%-22,53713F-HRTimeline
Pflug Koory, LLC1,820$183K0.07%013F-HRTimeline
Capital Investment Counsel, Inc1,766$177K0.02%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,763$177K<0.01%+30213F-HRTimelineGroup
UMB Bank, n.a.1,509$151K<0.01%-12113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IMA Advisory Services, Inc.1,496$150K0.01%new13F-HRTimeline
Allworth Financial LP1,494$150K<0.01%+71713F-HRTimeline
Capital Advisor Network LLC1,399$140K0.18%-21113F-HRTimeline
CENTAURUS FINANCIAL, INC.1,353$136K0.01%+14913F-HRTimeline
New Republic Capital, LLC1,312$132K0.03%-31813F-HRTimeline
BLAIR WILLIAM & CO/IL1,186$119K<0.01%-1,76513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,175$117K0.01%+1213F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…1,141$114K<0.01%-62913F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC1,134$114K0.01%-1613F-HRTimelineGroup
LifeSteps Financial, Inc.996$99.9K0.05%new13F-HRTimeline
Park Place Capital Corp983$98.6K0.02%-10613F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC974$97.7K0.05%new13F-HRTimeline
AdvisorNet Financial, Inc944$94.8K<0.01%-97113F-HRTimeline
FIRST HORIZON CORP885$88.8K<0.01%-39013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV885$88.8K<0.01%-17013F-HRTimeline
Tidemark, LLC873$87.6K0.02%-4713F-HRTimeline
Keating Financial Advisory Services, In…866$86.9K0.01%-8413F-HRTimeline
WEST PACES ADVISORS INC.850$85.3K0.01%new13F-HRTimeline
TSFG, LLC829$83K0.01%-8613F-HRTimeline
Asset Planning,Inc800$80.3K0.05%+913F-HRTimeline
Biltmore Family Office, LLC785$78.8K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.729$73.2K0.03%+6313F-HRTimeline
Capital Investment Advisory Services, L…644$64.6K<0.01%+11313F-HRTimeline
OAKWORTH CAPITAL, INC.636$63.3K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC594$59.6K<0.01%-2,03913F-HRTimeline
Clean Yield Group530$53.2K0.01%013F-HRTimeline
Investors Portfolio Services LLC495$49.7K0.04%013F-HRTimeline
Signature Equity Partners, LLC474$47.6K0.02%-12413F-HRTimeline
First Command Advisory Services, Inc.450$45.2K<0.01%013F-HRTimeline
Advocate Investing Services LLC364$36.5K0.03%+24413F-HRTimeline
Lloyd Advisory Services, LLC.346$34.7K0.01%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp344$34.5K0.04%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC342$34.3K<0.01%+24213F-HRTimelineGroup
Larson Financial Group LLC339$34K<0.01%013F-HRTimeline
Independence Bank of Kentucky336$33.7K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors313$31.7K<0.01%new13F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS301$30.2K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd290$29.1K<0.01%+1213F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.279$28K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.276$27.7K<0.01%013F-HRTimeline
Covestor Ltd261$26K0.02%-2113F-HRTimeline
FINANCIAL CONSULATE, INC246$24.7K<0.01%013F-HRTimeline
ROGCO, LP234$23.5K0.01%new13F-HRTimeline
CENTRAL TRUST Co198$19.9K<0.01%new13F-HRTimeline
Strive Financial Group ,LLC197$19.7K0.01%+16613F-HR/ATimeline
Key Capital Management, INC192$19.3K0.01%-2113F-HRTimeline
Nemes Rush Group LLC187$18.8K<0.01%013F-HRTimeline
REAP Financial Group, LLC183$18.4K<0.01%+513F-HRTimeline
Cordant, Inc.178$17.9K0.01%new13F-HRTimeline
TRUST CO OF VERMONT162$16.3K<0.01%13F-HRTimeline
Physician Wealth Advisors, Inc.162$16.3K<0.01%+213F-HRTimeline
ESL Trust Services, LLC160$16.1K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp155$15.6K<0.01%new13F-HRTimelineGroup
Fourth Dimension Wealth, LLC141$14.1K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC143$14.1K<0.01%-4313F-HRTimeline
Archer Investment Corp120$12K<0.01%+9513F-HR/ATimeline
Axiom Investment Management LLC117$11.7K0.01%013F-HRTimeline
Investors Research Corp117$11.7K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC116$11.6K<0.01%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/106$10.6K<0.01%013F-HRTimeline
Clearstead Advisors, LLC104$10.4K<0.01%new13F-HRTimeline
Piscataqua Savings Bank94$9.43K0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.90$9.04K<0.01%+113F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB88$8.83K<0.01%-4913F-HRTimeline
Richard W. Paul & Associates, LLC81$8.13K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.80$8.03K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.68$7K<0.01%-7613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NFSG Corp68$6.82K<0.01%013F-HRTimeline
Bravera Wealth65$6.52K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC63$6.32K<0.01%-2813F-HRTimelineGroup
Hilton Head Capital Partners, LLC61$6.12K<0.01%-4013F-HRTimeline
Crewe Advisors LLC60$6.02K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.58$5.82K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.55$5.52K<0.01%+4213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.53$5.32K<0.01%-19813F-HRTimelineGroup
Cordgrass Capital Advisors, LLC50$5.02K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC49$4.92K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC47$4.72K<0.01%-95,06213F-HRTimeline
Asset Dedication, LLC46$4.59K<0.01%+113F-HRTimeline
NorthAvenue LLC46$4.59K<0.01%+113F-HRTimeline
Sunrise Financial Services, LLC43$4.32K<0.01%new13F-HRTimeline
Indiana Trust & Investment Management Co41$4.11K<0.01%013F-HRTimeline
PITTENGER & ANDERSON INC40$4.01K<0.01%new13F-HRTimeline
Horizon Investments, LLC40$3.98K<0.01%-8013F-HRTimeline
First Bancorp, Inc /ME/39$3.91K<0.01%new13F-HRTimeline
Main Street Group, LTD39$3.91K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC39$3.91K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC31$3.11K<0.01%013F-HRTimelineGroup
Timbuktu Capital Management, LLC31$3.08K<0.01%13F-HRTimeline
N.E.W. Advisory Services LLC23$2.31K<0.01%013F-HRTimeline
Imprint Wealth LLC22$2.21K0.01%013F-HRTimeline
CGC Financial Services, LLC19$1.91K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC18$1.81K<0.01%013F-HRTimeline
ATWOOD & PALMER INC17$1.71K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …15$1.5K<0.01%13F-HRTimelineGroup
SYM FINANCIAL Corp10$1K<0.01%new13F-HRTimeline
Addison Advisors LLC10$1K<0.01%new13F-HRTimeline
United Financial Planning Group LLC10$1K<0.01%013F-HRTimeline
Register Financial Advisors LLC7$702<0.01%013F-HRTimeline
Clearstead Trust, LLC5$502<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC5$502<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC5$502<0.01%013F-HRTimeline
Dunhill Financial, LLC3$301<0.01%013F-HRTimeline