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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
SHP Wealth Management79$8.03K<0.01%13F-HRTimeline
Decker Retirement Planning Inc.74$7.5K<0.01%new13F-HRTimeline
NFSG Corp68$6.91K<0.01%013F-HRTimeline
Bravera Wealth65$6.61K<0.01%13F-HRTimeline
Crewe Advisors LLC60$6.1K<0.01%-17213F-HRTimeline
Horizon Investments, LLC60$6.1K<0.01%+1513F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …59$6K<0.01%-1413F-HRTimelineGroup
Realta Investment Advisors54$5.49K<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC50$5.08K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…50$5.08K<0.01%new13F-HRTimeline
Fairway Wealth LLC49$4.98K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd48$4.88K<0.01%-2013F-HRTimeline
Essential Partners LLC48$4.88K<0.01%new13F-HRTimeline
NorthAvenue LLC45$4.59K<0.01%13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …42$4.27K0.01%new13F-HRTimeline
Indiana Trust & Investment Management Co41$4.17K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.34$3.46K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC31$3.15K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC31$3.12K<0.01%-31013F-HRTimeline
Princeton Global Asset Management LLC29$2.95K<0.01%new13F-HRTimeline
BankChampaign, National Association58$2.75K<0.01%13F-HRTimeline
Archer Investment Corp25$2.54K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC23$2.34K<0.01%013F-HRTimeline
NVWM, LLC22$2.24K<0.01%new13F-HRTimeline
Operose Advisors LLC22$2.24K<0.01%new13F-HRTimeline
Imprint Wealth LLC22$2.24K0.01%-10613F-HRTimeline
Wilkerson Advisory Group LLC21$2.13K<0.01%13F-HRTimeline
CGC Financial Services, LLC19$1.93K<0.01%013F-HRTimeline
Clark Wealth Partners19$1.93K<0.01%013F-HRTimeline
CHELSEA COUNSEL CO14$1.42K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC14$1.42K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.13$1.32K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.11$1.13K<0.01%new13F-HRTimeline
Truvestments Capital LLC11$1.12K<0.01%new13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC10$1.02K<0.01%new13F-HRTimeline
United Financial Planning Group LLC10$1.02K<0.01%-14113F-HRTimeline
IFC & Insurance Marketing, Inc.8$1K<0.01%13F-HRTimeline
Register Financial Advisors LLC7$712<0.01%new13F-HRTimeline
CENTRAL TRUST Co5$509<0.01%new13F-HRTimeline
Clearstead Trust, LLC5$509<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC5$509<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC5$508<0.01%-1313F-HRTimeline
OPTIMA CAPITAL LLC2$203<0.01%new13F-HRTimeline
Lodestone Wealth Management LLC1$113<0.01%new13F-HRTimeline