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Disclosery

TLH ISHARES TR

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10-20 YR TRS ETF (fund)

629 managers (635 13F filers) reported a position in TLH shares at 2026-03-31, 115,446,675 shares in all. 67 filers opened a position and 83 filers sold out during the quarter.

Managers
629
13F filers
635
New
67
Added
269
Reduced
225
Sold out
83
Shares held by filers
115,446,675

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding25,949,298$2.61B+93,351Timeline
Forum Financial Management, LPin group Forum Financial Management, LP8,935,374$900M12.73%+435,14013F-HRTimelineGroup
LPL Financial LLC8,209,020$827M0.22%-1,035,97713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,083,555$814M0.06%+549,82113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.4,606,221$464M0.01%+800,84513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,093,149$412M0.03%+128,89813F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,771,694$380M0.02%-246,72813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,394,057$243M0.06%-809,79113F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,270,608$229M0.47%+127,67313F-HRTimelineGroup
Cetera Investment Advisers2,106,252$212M0.23%-373,57413F-HRTimeline
Dynasty Wealth Management, LLC1,834,991$185M1.61%+606,58413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,724,258$174M0.03%+30,74713F-HR/ATimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,718,413$173M1.35%-109,06213F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,558,713$157M0.41%-32,77413F-HRTimelineGroup
Janney Montgomery Scott LLC1,491,747$150M0.37%+131,35013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,467,293$148M0.14%-124,13013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,364,327$137M0.38%-486,12513F-HRTimeline
RiverFront Investment Group, LLC1,321,393$133M2.06%+16,49213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,296,794$131M0.02%+106,49513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,085,184$109M0.15%+59,59713F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO942,313$94.9M2%+934,76413F-HRTimeline
NewEdge Advisors, LLC924,211$93.1M0.34%-52,99113F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC903,192$91M0.03%+62,62013F-HRTimelineGroup
Destination Wealth Management862,821$86.9M2.26%+69,09513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA767,255$77.3M0.01%-69,26813F-HRTimelineGroup
Sanctuary Advisors, LLC681,690$68.7M0.37%-16,69913F-HRTimeline
Quotient Wealth Partners, LLC667,619$67.2M1.77%+24,33713F-HRTimeline
UBS Group AGgroup of 2 filers holding639,040$64.4M+44,284Timeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…574,363$57.8M0.36%-7,97013F-HRTimelineGroup
Cerity Partners LLCgroup of 2 filers holding569,409$57.4M-165,414Timeline
SAGESPRING WEALTH PARTNERS, LLC522,773$52.7M0.96%+116,61213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…521,187$52.5M0.03%-173,45413F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC506,333$51M0.51%-106,23213F-HRTimelineGroup
JB Capital LLC497,532$50.1M2.02%+18,88213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\491,441$49.5M0.06%-242,09613F-HRTimelineGroup
OpenArc Corporate Advisory, LLC478,358$48.2M0.69%+342,01313F-HRTimeline
Foundations Investment Advisors, LLC451,692$45.5M0.56%-66,71513F-HRTimeline
MAI Capital Management403,265$40.6M0.23%+25,37213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.369,574$37.3M0.05%+37,24313F-HRTimelineGroup
HAMILTON CAPITAL PARTNERS, LLC340,651$34.3M10.71%-409,35413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC313,418$31.6M0.04%-70,39913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…296,737$29.9M0.06%-9,54513F-HRTimelineGroup
RS CRUM INC.290,136$29.2M5.65%-24,77013F-HRTimeline
Steward Partners Investment Advisory, L…285,588$28.8M0.15%-22,44913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…285,278$28.7M0.06%+93,06813F-HRTimeline
Cambridge Investment Research Advisors,…278,322$28M0.07%+12,54613F-HRTimeline
Watchman Group, Inc.271,037$27.3M6.61%+12,13413F-HRTimeline
Estate Counselors, LLC265,219$26.7M2.38%+147,65413F-HRTimeline
CASTLEARK MANAGEMENT LLC258,432$26M0.86%013F-HRTimeline
Modern Wealth Management, LLC229,825$23M0.4%+18,98013F-HRTimeline
IHT Wealth Management, LLC218,841$22M0.51%-21,88413F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC205,868$20.7M0.32%-36,63813F-HRTimeline
Savvy Advisors, Inc.202,570$20.4M0.55%-58,36713F-HRTimeline
Icon Wealth Advisors, LLC202,864$20.2M1.31%-49,05213F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …200,496$20.2M0.15%+68,30813F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC198,794$20M0.46%+2,89913F-HRTimelineGroup
Atria Investments, Inc186,094$18.7M0.21%-20,68013F-HRTimeline
Stone House Investment Management, LLC181,522$18.3M3.28%+7,50613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…176,965$17.8M0.03%+13,05813F-HRTimelineGroup
Goelzer Investment Management, Inc.175,727$17.7M0.86%+5,01813F-HRTimeline
HighTower Advisors, LLC175,570$17.7M0.02%-40,81813F-HRTimeline
Summit Asset Management, LLC173,713$17.5M2.43%+12,26013F-HRTimeline
MGO ONE SEVEN LLC170,532$17.2M0.35%+6,55513F-HRTimeline
Commonwealth Financial Services, LLC163,337$16.5M2.6%-45,53313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP165,251$16.4M0.01%+7,65013F-HRTimelineGroup
Affinity Capital Advisors, LLC161,026$16.2M2.27%+3,84713F-HRTimeline
SteelPeak Wealth, LLC160,719$16.2M0.51%+8,97713F-HRTimeline
Triad Wealth Partners, LLC148,453$15M1.19%+37,44413F-HRTimeline
Keel Point, LLC142,427$14.3M0.96%+5013F-HRTimeline
INTEGRITY ALLIANCE, LLC.142,351$14.3M0.55%+10,36513F-HRTimeline
Trek Financial, LLC141,525$14.3M0.76%+12,54013F-HRTimeline
Sharkey, Howes & Javer141,128$14.2M1.91%-5,45313F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…134,940$13.6M1.58%-1,63813F-HRTimeline
McKinley Carter Wealth Services, Inc.131,421$13.2M0.76%+103,45013F-HRTimeline
Johnson Bixby & Associates, LLC128,344$12.9M1.6%-103,30413F-HRTimeline
Orion Porfolio Solutions, LLC127,460$12.8M0.11%-39,50713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.124,991$12.7M0.08%-39,02113F-HRTimelineGroup
Cascade Financial Partners, LLC126,045$12.7M1.31%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC124,852$12.6M0.33%-15,40013F-HRTimelineGroup
&PARTNERS123,564$12.5M0.06%+23,00113F-HRTimeline
Kelly Financial Services LLC122,456$12.3M2.97%-4,48813F-HRTimeline
ARVEST INVESTMENTS, INC.119,499$12M1.64%+24,91113F-HRTimeline
NorthCoast Asset Management LLC118,662$12M0.28%+19,77113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …114,241$11.5M0.66%+11,27513F-HRTimeline
Harvest Portfolios Group Inc.112,088$11.3M0.19%-15,35013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…106,967$10.8M0.12%+43,44413F-HRTimelineGroup
Avantax Planning Partners, Inc.105,266$10.6M0.29%+14,18413F-HRTimeline
Gateway Wealth Partners, LLC104,261$10.5M0.41%+73,53113F-HRTimeline
Integrated Wealth Concepts LLC97,318$9.8M0.08%+23,50413F-HRTimeline
Hughes Financial Services, LLC95,109$9.58M1.47%+2,41213F-HRTimeline
Farther Finance Advisors, LLC94,526$9.48M0.09%-17,57313F-HRTimeline
Vise Technologies, Inc.91,798$9.33M0.18%013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp90,264$9.09M0.91%+47,08613F-HRTimelineGroup
Keystone Financial Services89,845$9.05M2.66%+3,52113F-HRTimeline
PAX Financial Group, LLC89,763$9.04M1.54%+3,69313F-HRTimeline
Teucrium Investment Advisors, LLC89,795$9.01M6.99%new13F-HRTimeline
Net Worth Advisory Group88,657$8.93M1.85%+2,00013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC87,815$8.85M1.11%+11,26013F-HRTimeline
Stokes Family Office, LLC87,416$8.8M0.91%-11,98513F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …86,496$8.71M0.08%-2,59813F-HRTimelineGroup
Evergreen Private Wealth LLC84,744$8.54M3.45%+3,08913F-HRTimeline
IFP Advisors, Inc84,547$8.52M0.18%+44,11813F-HRTimeline
Mariner, LLCin group Mariner, LLC84,545$8.52M0.01%-1,29513F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management84,111$8.47M0.1%+4,33413F-HRTimelineGroup
Strategic Blueprint, LLC83,648$8.43M0.49%-77913F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …83,496$8.41M0.01%+24,54713F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding84,250$8.41M-12,311Timeline
Invst, LLC83,403$8.4M0.95%-3,61313F-HRTimeline
Regal Investment Advisors LLC82,747$8.33M0.48%-12,43313F-HRTimeline
Private Advisor Group, LLC81,891$8.25M0.04%-1,22513F-HRTimeline
Blue Trust, Inc.80,235$8.08M0.09%-1,11613F-HRTimeline
World Investment Advisors79,724$8.03M0.13%-6,97713F-HRTimeline
WEALTH ALLIANCE, LLC78,475$7.9M0.78%-10,39813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding76,910$7.75M-24,096Timeline
BEACON FINANCIAL GROUP76,420$7.7M0.77%+18,01113F-HRTimeline
SCOTIA CAPITAL INC.75,805$7.64M0.03%+4,77913F-HRTimeline
Legacy Financial Group LLC75,755$7.63M0.96%+3,54013F-HRTimeline
Royal Fund Management, LLC75,498$7.6M0.73%+58,35913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding74,141$7.48M+9,209Timeline
A4 Wealth Advisors LLC73,915$7.44M6.19%+17,95213F-HRTimeline
Bay Harbor Wealth Management, LLC72,146$7.27M1.88%-20713F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC70,782$7.13M0.39%+5,37613F-HRTimelineGroup
Systelligence, LLC70,221$7.07M1.37%+8,48113F-HRTimeline
ABLE Financial Group, LLC68,466$6.9M1.35%+12,31413F-HRTimeline
Strategic Financial Concepts, LLC68,172$6.87M1.69%+37,55113F-HRTimeline
Creative Planningin group Creative Planning68,072$6.86M<0.01%+62,13013F-HRTimelineGroup
Cobblestone Asset Management LLC68,062$6.86M3.08%+3,82713F-HRTimeline
DRW Securities, LLC66,748$6.72M0.37%+1,65513F-HRTimeline
Prospera Financial Services Inc66,296$6.68M0.11%+4,60813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC65,290$6.58M0.1%-45013F-HRTimelineGroup
EWA, LLC65,098$6.56M1.49%+18,69213F-HRTimeline
Elevated Financial Group LLC64,902$6.54M2.17%+7,14913F-HRTimeline
Goodman Advisory Group, LLC63,731$6.42M1.67%-2,95913F-HRTimeline
BCGM Wealth Management, LLC61,488$6.19M1.56%+1,18713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS61,256$6.17M0.01%+37613F-HRTimeline
FLOW TRADERS U.S. LLC61,245$6.17M0.2%new13F-HRTimeline
ONE Advisory Partners, LLC59,907$6.03M1.86%-14,98213F-HRTimeline
WCG Wealth Advisors LLC59,578$6M0.17%+1,82613F-HRTimeline
OneDigital Investment Advisors LLC58,942$5.94M0.06%-32,95713F-HRTimeline
SigFig Wealth Management, LLC58,607$5.9M0.17%-4,87813F-HRTimeline
HighPoint Advisor Group LLC58,025$5.84M0.24%+15,94813F-HRTimeline
CORE WEALTH ADVISORS, LLC57,466$5.79M4.45%-2,44813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…56,677$5.71M0.01%new13F-HRTimelineGroup
Shared Vision Wealth Group LLC55,502$5.59M2.28%-76313F-HRTimeline
Van Hulzen Asset Management, LLC55,238$5.56M0.41%+1,88913F-HRTimeline
Financial Engines Advisors L.L.C.54,684$5.51M0.01%-47,75513F-HRTimeline
Merit Financial Group, LLC54,137$5.45M0.04%+9,10113F-HRTimeline
AlphaCore Capital LLC53,867$5.43M0.13%-4,47813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.52,784$5.32M0.06%-16,10913F-HRTimelineGroup
Premier Path Wealth Partners, LLC51,771$5.21M0.68%-8,63813F-HRTimeline
Cresta Advisors, Ltd.51,604$5.2M2.13%+1,06413F-HRTimeline
True Vision MN LLC51,080$5.14M2.65%-5,91113F-HRTimeline
Professional Financial Management, Inc.49,593$5M5.2%+3,00313F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.49,534$4.99M1.43%+6,55813F-HRTimeline
Ranch Capital Advisors Inc.49,499$4.99M1.82%+54913F-HRTimeline
5T Wealth, LLC49,368$4.97M1.96%+3,27313F-HRTimeline
Sovran Advisors, LLC48,986$4.89M0.38%-1,40413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC47,148$4.75M<0.01%+43,81013F-HRTimelineGroup
FIDELITY D & D BANCORP INC45,957$4.63M1.86%+3,26013F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.45,370$4.57M2.6%13F-HRTimeline
RFG Advisory, LLC43,344$4.37M0.08%-69413F-HRTimeline
ASHTON THOMAS SECURITIES, LLC42,248$4.25M0.53%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC41,813$4.21M1.06%+8,77513F-HRTimeline
Advus Financial Partners, LLC41,335$4.16M1.58%+1,61913F-HR/ATimeline
UNIQUE WEALTH, LLC40,642$4.09M0.57%+13,34113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.40,545$4.08M0.01%+1,26113F-HRTimelineGroup
WATERSHED PRIVATE WEALTH LLC40,383$4.07M1.27%-19,38413F-HRTimeline
Advisory Services Network, LLC40,290$4.06M0.05%-54213F-HRTimeline
Financial & Tax Architects, LLC39,798$4.01M0.89%+6,30413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC39,335$3.96M0.09%-1,63413F-HRTimeline
Simplicity Wealth,LLC39,202$3.95M0.22%-2,75713F-HRTimeline
Smartleaf Asset Management LLC38,631$3.89M0.14%-1,97413F-HRTimeline
Cornerstone Planning Group LLC38,424$3.82M0.51%+1,52313F-HRTimeline
Conrad Siegel Investment Advisors, Inc.37,870$3.81M0.69%-1,39913F-HRTimeline
Claro Advisors Inc.37,784$3.81M0.46%+5,14413F-HRTimeline
Csenge Advisory Group36,980$3.72M0.17%+72913F-HRTimeline
Bedminster, LLC36,537$3.68M3.42%-9,71213F-HRTimeline
Polaris Investment Advisors, LLC36,277$3.65M2.66%+79713F-HRTimeline
Modus Advisors, LLC35,657$3.59M0.99%+3,01113F-HRTimeline
Storen Legacy Partners, LLC35,394$3.56M1.12%new13F-HRTimeline
WealthShield Partners, LLC35,303$3.56M0.4%-15,39713F-HRTimeline
SWMG, LLC35,208$3.55M1.01%+3,21113F-HRTimeline
McNaughton Wealth Management, LLC34,655$3.49M1.44%+2,60113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC34,299$3.45M0.06%+3,34413F-HRTimelineGroup
LFA - Lugano Financial Advisors SA33,948$3.39M1.73%+3313F-HRTimeline
Keebeck Wealth Management33,568$3.38M0.38%-2,87713F-HRTimeline
Lansing Street Advisors33,539$3.38M0.85%+13,03313F-HRTimeline
Geneos Wealth Management Inc.33,491$3.37M0.08%+1,87613F-HRTimeline
One Wealth Advisors, LLC33,181$3.34M0.42%-38,68613F-HRTimeline
Cypress Wealth Services, LLC32,795$3.3M0.47%+57713F-HRTimeline
Centurion Wealth Management LLC32,632$3.29M0.74%+1,61613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC32,493$3.27M<0.01%-193,08213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP41,442$3.24M<0.01%+14,09913F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…32,095$3.23M0.01%+31,93313F-HRTimelineGroup
Krilogy Financial LLC31,857$3.2M0.1%-59613F-HRTimeline
Hoxton Planning & Management, LLC31,305$3.15M0.95%+3,77713F-HRTimeline
Centerline Wealth Advisors, LLC30,459$3.07M1.1%+12,68013F-HRTimeline
Kilter Group LLC30,236$3.05M1.31%+2,22413F-HRTimeline
SWP FINANCIAL LLC30,094$3.03M1.55%-3,06913F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC29,503$2.97M1.3%-20,81213F-HRTimeline