Skip to content
Disclosery

TLT ISHARES TR

Follow

20 YR TR BD ETF (fund)

1,139 managers (1,155 13F filers) reported a position in TLT shares at 2025-12-31, 439,139,227 shares in all. 108 filers opened a position and 124 filers sold out during the quarter.

Managers
1,139
13F filers
1,155
New
108
Added
432
Reduced
410
Sold out
124
Shares held by filers
439,139,227

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
AXXCESS WEALTH MANAGEMENT, LLC110,547$9.64M0.17%-7,44713F-HR/ATimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding110,472$9.63M+11,181Timeline
SECURITY BENEFIT LIFE INSURANCE CO /KS/in group SECURITY BENEFIT LIFE INSURAN…110,000$9.59M3.96%013F-HRTimelineGroup
Nearwater Capital Markets, Ltd110,000$9.59M0.16%013F-HRTimeline
Betterment LLC108,853$9.49M0.02%+16,52013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding108,732$9.48M-28,365Timeline
Klaas Financial Asset Advisors, LLC108,395$9.45M1.37%+3,14913F-HRTimeline
Cavalier Investments, LLC107,636$9.38M2.92%+25,01513F-HRTimeline
Encompass More Asset Management106,809$9.31M1.72%-58,43013F-HRTimeline
TD Waterhouse Canada Inc.106,245$9.26M0.06%-5,74613F-HRTimeline
Braun-Bostich & Associates Inc.103,313$9M5.56%-6,55013F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC101,241$8.82M4.65%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP100,289$8.74M0.01%+48,08713F-HR/ATimelineGroup
ShoreHaven Wealth Partners, LLC99,546$8.68M3.12%-13,56613F-HRTimeline
Americana Partners, LLC99,530$8.68M0.24%+18,66813F-HRTimeline
Heartwood Wealth Advisors LLC98,893$8.62M0.79%-6,42813F-HRTimeline
Arlington Capital Management, Inc.98,831$8.61M5.29%+1,01513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cynosure Group, LLC97,100$8.46M0.86%new13F-HRTimeline
Orion Porfolio Solutions, LLC96,456$8.41M0.06%-5813F-HRTimeline
BASSWOOD CAPITAL MANAGEMENT, L.L.C.96,154$8.38M0.37%013F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…96,063$8.38M2.1%+5,84613F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA95,087$8.28M0.01%-55,34713F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…94,884$8.27M0.07%+33,77613F-HRTimelineGroup
CASTLEARK MANAGEMENT LLC94,540$8.24M0.24%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.93,951$8.19M0.06%-33,45513F-HRTimelineGroup
Perennial Investment Advisors, LLC93,450$8.15M0.64%-30,89913F-HRTimeline
SHARPEPOINT LLC92,652$8.08M4.84%+29,20213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…92,083$8.03M0.1%-4,13913F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding90,334$7.93M+11,720Timeline
FIRST HORIZON CORP90,041$7.85M0.35%+28,38413F-HRTimeline
SIERRA OCEAN, LLC87,942$7.67M6.34%+3,48813F-HRTimeline
Fermata Advisors, LLC86,025$7.5M1.8%+11,50413F-HRTimeline
Ethos Financial Group, LLC85,763$7.48M0.55%+82,88613F-HRTimeline
Diesslin Group, Inc.85,428$7.45M2.96%13F-HRTimeline
Cordoba Advisory Partners LLC84,783$7.39M1.83%13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources84,532$7.37M<0.01%+8,81513F-HRTimelineGroup
GLOBALT Investments LLC / GA84,419$7.36M0.27%+30,54413F-HRTimeline
Leo Wealth, LLC84,016$7.32M0.53%+45,80113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS83,602$7.29M0.01%-9,52213F-HRTimeline
DAVENPORT & Co LLC83,300$7.26M0.04%-4,78213F-HRTimeline
Pallas Capital Advisors LLC82,723$7.21M0.24%+8,76613F-HRTimeline
Commonwealth Financial Services, LLC82,199$7.16M1.18%-31813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC81,301$7.09M0.13%+3,56613F-HRTimeline
Measured Wealth Private Client Group, L…80,508$7.02M1.86%+3,19913F-HRTimeline
BIRCHBROOK, INC.80,282$7M3.49%+1,07213F-HRTimeline
TWO SIGMA SECURITIES, LLC80,068$6.98M0.96%+77,12713F-HRTimeline
Schonfeld Strategic Advisors LLC79,909$6.96M0.04%+45,79013F-HRTimeline
Arkadios Wealth Advisors79,744$6.95M0.14%+3,79013F-HRTimeline
COMERICA BANK79,070$6.89M0.03%-66813F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.79,010$6.89M4.45%-1,12313F-HRTimeline
SB Capital Management Inc78,802$6.87M2.52%13F-HRTimeline
Custos Family Office, LLC78,580$6.85M4.67%-23,42013F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC78,264$6.82M1.22%+1,64813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.77,802$6.78M0.07%-33,80213F-HRTimelineGroup
Smith Salley Wealth Management77,667$6.77M0.34%+1,81213F-HRTimeline
Sowell Financial Services LLC76,793$6.69M0.25%+5,31713F-HRTimeline
CPR Investments Inc.76,780$6.69M4.49%+47,74113F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding76,766$6.69M-223,200Timeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…76,348$6.65M0.04%+50,82813F-HRTimelineGroup
Worth Asset Management, LLC76,296$6.65M2.82%new13F-HRTimeline
SFMG, LLC76,226$6.64M0.45%-8,93713F-HRTimeline
Global Wealth Strategies & Associates75,993$6.62M1.65%+5,24513F-HRTimeline
GREENBERG FINANCIAL GROUP75,971$6.62M2.73%13F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…75,389$6.57M0.59%+21513F-HRTimelineGroup
CURTIS WEALTH MANAGEMENT LLC74,263$6.56M5.71%13F-HRTimeline
ROVIN CAPITAL /UT/ /ADV74,355$6.48M1.72%+72,01313F-HRTimeline
RIK SAYLOR FINANCIAL, INC.72,734$6.34M4.64%-58213F-HRTimeline
V2 Financial group LLC72,125$6.29M3.1%+2,20413F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC72,011$6.28M1.65%+37,67713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…71,538$6.24M0.08%-19,00613F-HRTimelineGroup
PSI Advisors, LLC70,913$6.18M1.55%+2,82013F-HRTimeline
Quotient Wealth Partners, LLC70,037$6.1M0.16%-667,51513F-HRTimeline
Joule Financial, LLC69,866$6.09M1.82%+4,69813F-HRTimeline
Independent Advisor Alliance69,594$6.07M0.15%-84713F-HRTimeline
LifeWealth Investments, LLC69,212$6.03M1.91%+2,23813F-HRTimeline
Berkeley Capital Partners, LLC68,655$5.98M1.41%+1,69113F-HRTimeline
Bay Rivers Group68,596$5.98M2.42%-10,68613F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding68,397$5.96M+21,879Timeline
Compound Planning, Inc.67,841$5.91M0.17%-24,45213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.67,551$5.89M0.35%-13,87913F-HRTimelineGroup
Foguth Wealth Management, LLC.67,223$5.85M0.91%13F-HRTimeline
Dorsey & Whitney Trust CO LLC66,966$5.84M0.31%new13F-HRTimeline
FOSTER & MOTLEY INC65,744$5.73M0.31%-3,95013F-HRTimeline
STANSBERRY ASSET MANAGEMENT, LLC65,198$5.68M0.58%-95,83813F-HRTimeline
Boomfish Wealth Group, LLC65,108$5.67M3.03%+16,40913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC64,617$5.63M0.14%-1,88813F-HRTimelineGroup
Legacy Private Trust Co.64,154$5.59M0.33%+61,12913F-HRTimeline
Csenge Advisory Group62,728$5.47M0.25%+74413F-HRTimeline
CWC Advisors, LLC.61,724$5.38M2.6%-2,77013F-HRTimeline
TD Asset Management Inc59,873$5.22M<0.01%013F-HRTimeline
Perseverance Asset Management Internati…in group Perseverance Asset Management…59,100$5.15M0.75%013F-HRTimelineGroup
Refined Wealth Management58,006$5.06M3.4%-95613F-HRTimeline
Arax Advisory Partners57,668$5.03M0.15%new13F-HRTimeline
Hixon Zuercher, LLC57,570$5.02M1.52%-1,33313F-HRTimeline
Global Retirement Partners, LLC57,388$5M0.09%+10,68313F-HRTimeline
WEDBUSH SECURITIES INC56,867$4.96M0.14%+4,77613F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV56,414$4.92M2.25%+313F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC55,948$4.88M0.69%+35,89113F-HRTimeline
O'Domhnaill Enterprises, Inc.55,930$4.87M4.57%13F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC55,007$4.79M2.01%+44,97213F-HRTimeline
Fisher Asset Management, LLC53,930$4.7M<0.01%-74,82013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.53,830$4.69M0.04%-1,54713F-HRTimelineGroup
International Private Wealth Advisors L…53,682$4.68M2.95%-99913F-HRTimeline
LCW Services, LLC53,564$4.67M2.49%13F-HRTimeline
Benin Management CORP53,408$4.66M1.04%new13F-HRTimeline
Foundations Investment Advisors, LLC53,362$4.65M0.06%-55,20713F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…53,325$4.64M2.89%-16,80013F-HRTimeline
Ballew Advisors, Inc52,798$4.64M2.61%+53513F-HRTimeline
Riggs Asset Managment Co. Inc.52,952$4.62M0.93%+16,49713F-HRTimeline
IPG Investment Advisors LLC52,476$4.57M0.8%+13,13013F-HRTimeline
Triumph Capital Management52,385$4.57M0.99%-31413F-HRTimeline
EQ LLC52,306$4.56M1.31%+16,89313F-HRTimeline
Bulltick Wealth Management, LLC51,926$4.53M0.96%-42,97513F-HRTimeline
Eley Financial Management, Inc51,646$4.5M1.62%+64313F-HRTimeline
Aspect Partners, LLC51,297$4.47M1.96%-1,35813F-HRTimeline
GROUP ONE TRADING LLC50,230$4.38M0.13%new13F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC50,229$4.38M1.91%-1,06513F-HRTimeline
GeoWealth Management, LLC49,961$4.35M0.16%+2,81513F-HRTimeline
Valtinson Bruner Financial Planning LLC48,702$4.24M1.22%-64913F-HRTimeline
Milestones Private Investment Advisors …47,983$4.18M2.88%-6,72213F-HRTimeline
Private Wealth Advisors, LLC47,530$4.14M1.49%-5,36313F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC47,532$4.14M0.67%+46,73213F-HRTimelineGroup
Financial Engines Advisors L.L.C.46,408$4.04M0.01%-95,47613F-HRTimeline
SUMMIT SECURITIES GROUP LLC45,800$3.99M0.71%+34,30013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP45,484$3.96M<0.01%+63713F-HRTimelineGroup
Sigma Planning Corp45,336$3.94M0.11%+813F-HRTimeline
Smith & Howard Wealth Management, LLC45,000$3.92M0.9%+13,00013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC44,948$3.92M0.01%-20,49613F-HRTimelineGroup
Archer Investment Management, LLC44,911$3.91M2.11%-16,94113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd44,320$3.86M0.1%new13F-HRTimelineGroup
Atlas Private Wealth Advisors44,304$3.86M0.9%+30513F-HRTimeline
Beirne Wealth Consulting Services, LLC44,243$3.86M1.12%+1,56513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC43,397$3.78M<0.01%-40,93513F-HRTimelineGroup
MATAURO, LLC43,073$3.75M0.57%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC42,871$3.74M0.25%+5,45313F-HR/ATimeline
Midwest Heritage Bank, FSB42,670$3.72M1.28%+2,59513F-HRTimeline
Tortoise Investment Management, LLC42,634$3.72M0.33%-4913F-HRTimeline
Robinson Value Management, Ltd.41,986$3.66M1.98%-52713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…41,419$3.61M0.3%-1,15113F-HRTimelineGroup
PRELUDE CAPITAL MANAGEMENT, LLC41,400$3.61M0.27%-36,66813F-HRTimeline
Latitude Advisors, LLC41,262$3.6M1.58%+84813F-HRTimeline
Miller Financial Services LLC40,920$3.57M4.18%+5,19713F-HRTimeline
Spectrum Strategic Capital Management, …40,807$3.56M1.89%+22,41113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…40,776$3.55M0.02%-37013F-HRTimelineGroup
Meridian Wealth Management, LLC40,593$3.54M0.12%-5,76913F-HRTimeline
Fortis Group Advisors, LLC40,590$3.54M0.59%-60,17513F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC40,225$3.51M1.24%+6,92413F-HRTimeline
Avos Capital Management, LLC40,204$3.5M1.53%-117,61613F-HRTimeline
Wilmington Savings Fund Society, FSB40,000$3.49M0.08%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC39,527$3.45M0.01%-1,70413F-HRTimelineGroup
CoreCap Advisors, LLC39,347$3.43M0.12%-3,10713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.39,197$3.42M0.01%-27,32313F-HRTimelineGroup
Intergy Private Wealth, LLC39,171$3.41M1.03%+92213F-HRTimeline
Graham Capital Management, L.P.38,000$3.31M0.11%013F-HRTimeline
Virtue Capital Management, LLC37,992$3.31M0.51%+8,46413F-HR/ATimeline
Geneos Wealth Management Inc.37,905$3.3M0.08%+2,72213F-HRTimeline
Beacon Pointe Advisors, LLC37,258$3.25M0.02%+30,28713F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.36,869$3.21M0.01%-11,79013F-HRTimelineGroup
WJ Financial Advisors LLC36,323$3.17M2.82%-18213F-HRTimeline
Federation des caisses Desjardins du Qu…36,290$3.16M0.01%-5,54713F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC36,189$3.15M2.83%+7,35113F-HRTimeline
BCM ADVISORS, LLC35,837$3.15M0.6%-1613F-HRTimeline
Peregrine Asset Advisers, Inc.36,057$3.14M0.89%+9,85313F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC35,774$3.12M0.67%-1,23313F-HRTimeline
HighMark Wealth Management LLC35,511$3.1M1.26%+42013F-HRTimeline
Juno Financial Group LLC35,449$3.09M1.24%13F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.35,000$3.08M0.08%-42,50013F-HRTimelineGroup
Coastal Bridge Advisors, LLC34,910$3.04M0.23%-2,18113F-HRTimeline
Hikari Tsushin, Inc.34,607$3.02M0.2%013F-HRTimeline
SCOTIA CAPITAL INC.34,078$2.97M0.01%-6,94013F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC34,010$2.96M0.87%-20013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV33,973$2.96M0.19%+6,92513F-HRTimeline
One Wealth Advisors, LLC33,841$2.95M0.36%+26,09213F-HRTimeline
Aurora Private Wealth, Inc.33,685$2.94M1.94%13F-HRTimeline
MA Private Wealth33,446$2.92M0.49%-76413F-HRTimeline
WealthShield Partners, LLC33,400$2.91M0.32%-6,60613F-HRTimeline
KM Capital Management Ltd.33,048$2.88M1.47%+4,48113F-HRTimeline
RFG Advisory, LLC32,975$2.87M0.05%+2,52513F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.32,587$2.84M0.31%-3,46213F-HRTimeline
Q3 Asset Management32,460$2.83M0.65%new13F-HRTimeline
Midwest Financial Group LLC32,293$2.81M1.24%+69013F-HRTimeline
Creative Planningin group Creative Planning32,272$2.81M<0.01%-49,91413F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding32,212$2.81M+21,946Timeline
SJBENEN ADVISORY, LLC97,200$2.81M2.89%13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC32,160$2.8M0.2%-19,97113F-HRTimeline
Investors Portfolio Services LLC31,780$2.77M2.49%13F-HRTimeline
FDx Advisors, Inc.31,660$2.76M1.41%-9113F-HRTimeline
Pilgrim Partners Asia Pte Ltd31,640$2.76M1.33%-2,90013F-HRTimeline
Redwood Wealth Management Group, LLC31,463$2.74M1.15%+5,60013F-HRTimeline
Cardinal Strategic Wealth Guidance31,409$2.74M0.72%+1,68813F-HRTimeline
Timber Creek Capital Management LLC31,331$2.73M0.63%-8713F-HRTimeline
Modern Wealth Management, LLC31,199$2.72M0.05%+1,67313F-HRTimeline
Unique Wealth Strategies, LLC31,187$2.72M1.07%+63613F-HRTimeline
WILLIAM JOHN SEMPOLINSKI30,980$2.7M1.33%13F-HRTimeline
Heritage Wealth Management, Inc. /CA/30,930$2.7M1.75%+1,22113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC30,856$2.69M0.06%+4,03213F-HRTimeline
HANCOCK WHITNEY CORP30,476$2.66M0.05%+24,98613F-HRTimeline
Cassaday & Co Wealth Management LLC30,132$2.63M0.06%-1713F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC30,002$2.61M0.02%-31,44613F-HRTimelineGroup
Glaxis Capital Management, LLC30,000$2.61M4.48%new13F-HRTimeline