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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/109,057,503$9.51B0.69%+10,336,23713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…43,140,136$3.76B2.38%+1,418,64113F-HR/ATimelineGroup
Rafferty Asset Management, LLC30,401,006$2.65B9.15%-6,121,99113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.24,942,334$2.17B0.04%+3,073,12913F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC24,691,449$2.15B1.47%+1,298,76113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY19,186,986$1.67B0.1%+4,577,90613F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding16,080,114$1.4B+975,436Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,801,080$941M0.37%-7,306,04413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,766,253$938M1.11%-888,19113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,997,581$784M0.05%+3,983,54313F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC8,226,708$717M0.29%+1,888,50313F-HRTimelineGroup
LPL Financial LLC4,709,103$410M0.11%-105,98413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,455,020$388M0.08%-134,40613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,412,080$385M-2,714,776Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,388,405$382M0.53%-4,767,78113F-HRTimelineGroup
Nan Shan Life Insurance Co., Ltd.3,997,680$348M10.72%013F-HRTimeline
MACKENZIE FINANCIAL CORP3,542,900$311M0.37%-84,30013F-HRTimeline
Pureheart Capital Pte Ltd.3,358,000$293M69.13%new13F-HRTimeline
Harvest Portfolios Group Inc.3,120,016$272M4.73%-415,37113F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding3,030,997$264M-370,504Timeline
ALLIANCEBERNSTEIN L.P.2,848,250$248M0.08%+182,57213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,846,143$248M3.65%+158,42113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,549,752$222M0.05%-328,02913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,353,066$205M0.06%-186,54913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,193,833$191M0.03%-495,34113F-HRTimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC2,054,556$179M1.44%-5,88513F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK1,762,061$154M0.27%+1,711,70213F-HRTimelineGroup
Bramshill Investments, LLC1,653,479$144M8.15%+46,66913F-HRTimeline
Janney Montgomery Scott LLC1,470,307$128M0.29%+3,37613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,430,487$125M0.25%-197,70213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,416,599$123M0.11%-191,30313F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC1,395,452$122M0.07%+94,19213F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,356,034$118M0.02%-1,050,11213F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,321,782$115M0.21%-34,93313F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,312,588$114M0.15%-22,87613F-HRTimelineGroup
Hamilton Capital Partners Inc.1,311,371$114M4.2%+51,56113F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC1,157,021$101M1.27%+1,154,74213F-HRTimelineGroup
AIA Group Ltdin group AIA Group Ltd1,065,336$92.9M1.39%-167,28513F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,017,362$88.7M<0.01%new13F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC1,015,956$88.6M0.06%+98,97013F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd1,004,367$87.5M0.89%new13F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …1,000,122$87.2M0.07%+296,01613F-HRTimelineGroup
Cambridge Investment Research Advisors,…983,535$85.7M0.23%+219,72313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC929,344$81M0.11%-617,61913F-HRTimeline
Cetera Investment Advisers926,997$80.8M0.09%+39,21613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\921,383$80.3M0.09%+12,29813F-HRTimelineGroup
WestEnd Advisors, LLC890,967$77.7M1.81%-32,34813F-HRTimeline
Ally Financial Inc.in group Ally Financial Inc.873,000$76.1M9.29%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.852,561$74.3M0.11%-325,14913F-HRTimelineGroup
GTS SECURITIES LLC807,531$70.4M2.4%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/788,441$68.7M0.07%+596,25913F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS763,620$66.6M0.04%-9,34613F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC753,846$65.7M0.28%+691,31113F-HRTimelineGroup
Disciplina Capital Management LLC749,866$65.4M7.48%+3,15713F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding706,638$61.6M+43,249Timeline
TD PRIVATE CLIENT WEALTH LLC700,484$61.1M1.3%+67,12613F-HRTimeline
Marex Group Ltdin group Marex Group Ltd656,708$57.2M0.62%+309,32313F-HRTimelineGroup
HighTower Advisors, LLC626,973$54.6M0.06%-127,98813F-HRTimeline
Cadence Wealth Management LLC574,974$50.1M24.19%+76,79013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC557,207$48.6M0.03%-387,25113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…536,123$46.7M0.53%+33,24713F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.520,685$45.4M0.97%-22,36113F-HRTimelineGroup
Townsend & Associates, Inc509,184$45M4.01%+7,30213F-HRTimeline
ALKEON CAPITAL MANAGEMENT LLC511,000$44.5M0.19%new13F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.508,484$44.3M2.39%013F-HRTimelineGroup
Rock Creek Group LLCin group Rock Creek Group LLC507,314$44.2M4.96%+50,15513F-HRTimelineGroup
IHT Wealth Management, LLC495,380$43.2M1.05%-6,66413F-HRTimeline
IFP Advisors, Inc480,682$41.9M0.94%+354,90613F-HRTimeline
WS MANAGEMENT LLLP473,500$41.3M5.52%+76,00013F-HRTimeline
New Harbor Financial Group, LLC434,396$37.9M6.94%+20,10713F-HRTimeline
Bell Investment Advisors, Inc430,551$37.5M5.93%+15,41213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp410,206$35.8M0.01%+132,05413F-HRTimelineGroup
Krilogy Financial LLC378,551$33.4M1.14%+24,27713F-HRTimeline
Summit Financial, LLC371,503$32.4M0.48%-82,80813F-HRTimeline
OneDigital Investment Advisors LLC352,643$30.7M0.3%+25,56013F-HRTimeline
Horizon Investments, LLC337,037$29.4M0.37%+259,80613F-HRTimeline
MML INVESTORS SERVICES, LLC335,645$29.3M0.07%-48,71313F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.333,760$29.1M0.53%-102,67813F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC331,569$28.9M0.75%-2,30213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…327,946$28.6M0.02%-17,87213F-HRTimelineGroup
Insight Wealth Strategies, LLC320,946$28M3.21%+6,78613F-HRTimeline
Nationwide Fund Advisorsin group Nationwide Fund Advisors318,384$27.8M1.19%-675,47813F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.311,806$27.2M0.19%+22,53013F-HRTimeline
Third View Private Wealth, LLC310,412$27.1M3.64%13F-HRTimeline
SBI Securities Co., Ltd.309,137$26.9M0.69%-1,29113F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…300,063$26.2M0.46%-24,43213F-HRTimelineGroup
Trilogy Capital Inc.298,479$26M1.16%+65,49013F-HRTimeline
HIMENSION CAPITAL (SINGAPORE) PTE. LTD.295,030$25.7M1.59%013F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…292,890$25.5M0.15%013F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/292,158$25.5M0.42%-9,97513F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC289,870$25.3M3.59%+7,32513F-HRTimeline
Farther Finance Advisors, LLC289,040$25.2M0.27%+46,49113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC278,692$24.3M0.64%-1,36913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP274,433$23.9M0.01%+22,39513F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.271,938$23.7M0.32%+100,83013F-HRTimeline
Verition Fund Management LLC271,711$23.7M0.13%+207,26413F-HRTimeline
Willis Johnson & Associates, Inc.267,934$23.4M1.44%+31,89013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\257,500$22.4M0.01%new13F-HRTimelineGroup
INSIGHT 2811, INC.256,287$22.3M9.86%-3,96613F-HRTimeline
HRT FINANCIAL LP255,842$22.3M0.07%new13F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/253,696$22.1M3.92%-1,68613F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP249,371$21.7M0.03%+232,52413F-HRTimelineGroup
SCOPUS ASSET MANAGEMENT, L.P.246,549$21.5M0.6%013F-HRTimeline
Sanctuary Advisors, LLC244,123$21.3M0.12%+31,98313F-HRTimeline
Simplicity Wealth,LLC242,894$21.2M1.26%+19,73013F-HRTimeline
Kingsview Wealth Management, LLC239,103$20.8M0.3%+6,49713F-HRTimeline
NewEdge Advisors, LLC235,986$20.6M0.07%+26,30213F-HRTimeline
Sharkey, Howes & Javer234,820$20.5M2.6%+54,29713F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding233,987$20.4M+222,473Timeline
AE Wealth Management LLC228,142$19.9M0.11%+29,65613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP227,048$19.8M<0.01%+11,14713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC226,541$19.7M0.02%-30,25613F-HRTimelineGroup
GM Advisory Group, LLC223,055$19.4M0.76%-40,50913F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC218,530$19M0.98%+28713F-HRTimeline
OLD MISSION CAPITAL LLC218,285$19M0.74%-927,80413F-HRTimeline
INTEGRITY ALLIANCE, LLC.216,834$18.9M0.69%+1,19613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC212,385$18.7M0.07%+1,88913F-HRTimelineGroup
Dakota Wealth Management208,694$18.2M0.32%+63,44813F-HR/ATimeline
BOS Asset Management, LLC208,544$18.2M4.87%-6,53613F-HRTimeline
CANTOR FITZGERALD, L. P.group of 2 filers holding208,294$18.2M-24,860Timeline
Farmers & Merchants Trust Co of Chamber…205,050$17.9M5%+6,49713F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …204,473$17.8M0.13%13F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC201,314$17.5M0.05%+42,16413F-HRTimelineGroup
Royal Fund Management, LLC200,427$17.5M1.6%-145,21413F-HRTimeline
CENTAURUS FINANCIAL, INC.198,600$17.3M0.79%+10,85313F-HRTimeline
IMC-Chicago, LLC197,940$17.3M0.3%+122,18813F-HRTimeline
Dynasty Wealth Management, LLC196,999$17.2M0.17%-658,85213F-HRTimeline
Quaker Wealth Management, LLC196,860$17.2M5.44%+4,40013F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC196,548$17.1M0.14%-850,07213F-HRTimelineGroup
Private Advisor Group, LLC195,074$17M0.08%+75,18213F-HRTimeline
Granite Bay Wealth Management, LLC192,458$16.8M4.07%+15,74913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC183,978$16M0.51%+91413F-HRTimeline
&PARTNERS183,889$16M0.08%-30,54313F-HRTimeline
CIBC WORLD MARKET INC.179,541$15.6M0.03%-1,311,08013F-HRTimeline
Strong Tower Advisory Services179,351$15.6M2.8%new13F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.176,054$15.3M0.07%-5,43613F-HRTimelineGroup
Maxi Investments CY Ltd172,000$15M2.73%-108,95013F-HRTimeline
Occidental Asset Management, LLC171,875$15M1.8%+7,11113F-HRTimeline
West Family Investments, Inc.133,337$14.9M3.51%+10,92713F-HRTimeline
Carrera Capital Advisors169,432$14.8M2.48%+132,79213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…167,906$14.7M0.02%-34813F-HRTimeline
Advisory Services Network, LLC166,104$14.5M0.2%-25,87913F-HRTimeline
Fund Evaluation Group, LLC160,500$14M0.46%013F-HRTimeline
WJ Interests, LLC160,471$14M6.02%-12113F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…160,000$13.9M0.27%new13F-HRTimelineGroup
Prospera Financial Services Inc159,440$13.9M0.23%+3,19713F-HRTimeline
Marino Management, LLC154,653$13.6M2.7%13F-HRTimeline
One Day In July LLC149,083$13M1.07%+16613F-HRTimeline
Kaydan Wealth Management, Inc.148,834$13M3.75%+89,09013F-HRTimeline
Venture Visionary Partners LLC148,781$13M0.42%-2,70213F-HRTimeline
FORM Wealth Advisors, LLC146,677$12.8M1.5%13F-HRTimeline
CULTIVAR CAPITAL, INC.146,188$12.7M8.16%+4,65713F-HRTimeline
Steward Partners Investment Advisory, L…144,218$12.6M0.07%-45813F-HRTimeline
Eddie Patel Inc143,077$12.5M9.29%13F-HRTimeline
SlateStone Wealth, LLC142,791$12.4M1.04%-44,76313F-HRTimeline
Gladstone Institutional Advisory LLC141,817$12.4M0.47%+25,27413F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP139,469$12.2M0.01%-835,49613F-HRTimelineGroup
Wealth Management Associates, Inc.139,375$12.1M4.23%+10,41113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…139,132$12.1M0.29%new13F-HRTimelineGroup
Granby Capital Management, LLCin group Granby Capital Management, LLC138,000$12M6.42%013F-HRTimelineGroup
PEAK6 LLCin group PEAK6 LLC136,329$11.9M0.32%new13F-HR/ATimelineGroup
Clarity Financial LLC136,223$11.9M1.1%+1,18313F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC135,419$11.8M1.7%-15,53113F-HR/ATimeline
Atria Investments, Inc134,667$11.7M0.13%-11,23113F-HRTimeline
Persium Advisors, LLC133,248$11.6M8.48%+7,34513F-HRTimeline
Edgestream Partners, L.P.133,063$11.6M0.33%new13F-HRTimeline
Horst & Graben Wealth Management LLC132,485$11.6M1.74%+1,39913F-HRTimeline
Ocean Park Asset Management, LLC131,400$11.5M0.54%+115,33013F-HRTimeline
Strategic Investment Advisors / MI131,270$11.4M0.99%+130,96713F-HRTimeline
DRW Securities, LLC130,342$11.4M0.86%+107,58513F-HRTimeline
EVOKE WEALTH, LLC130,255$11.4M0.22%-25,08513F-HRTimeline
Richard W. Paul & Associates, LLC129,681$11.3M3.75%+5,34813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding128,830$11.2M-11,122Timeline
Nolet Wealth Management, LLC127,885$11.1M6.21%13F-HR/ATimeline
ELEVATION POINT WEALTH PARTNERS, LLC127,772$11.1M0.54%+99,41913F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding126,088$11M+8,402Timeline
Quadrant Private Wealth Management, LLC125,916$11M1.8%+23013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA125,095$10.9M0.03%-44,56013F-HRTimelineGroup
SG Americas Securities, LLC125,052$10.9M0.01%+86,58913F-HRTimeline
TUDOR INVESTMENT CORP ET AL124,213$10.8M0.06%-138,93213F-HRTimeline
Sicart Associates LLC122,505$10.7M2.83%-36,47413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management122,472$10.7M0.12%-46,48913F-HRTimelineGroup
High Note Wealth, LLC120,952$10.5M2.06%+9,66213F-HRTimeline
NorthCoast Asset Management LLC119,017$10.4M0.23%+10,05213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …118,723$10.3M0.15%+85,85613F-HRTimelineGroup
ALERUS FINANCIAL NA118,188$10.3M0.5%+6,85513F-HRTimeline
FPC INVESTMENT ADVISORY, INC.117,866$10.3M5.63%+6,88613F-HRTimeline
Qube Research & Technologies Ltd117,550$10.2M0.01%+55,80813F-HRTimeline
INTERCAPITAL, LLC117,200$10.2M5.36%13F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A117,062$10.2M0.03%+5,86413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV117,080$10.1M0.02%-12,46113F-HRTimeline
Checchi Capital Advisers, LLC115,134$10M0.68%+29,43413F-HRTimeline
Quinn Opportunity Partners LLC115,000$10M0.43%-4,00013F-HRTimeline
Sovran Advisors, LLC112,737$9.96M0.85%-3,16313F-HRTimeline
Wealthfront Advisers LLC114,043$9.94M0.02%+37,91713F-HRTimeline
U S WEALTH GROUP, LLC.113,202$9.87M6.5%-1,30613F-HRTimeline
Alphadyne Asset Management LP113,016$9.85M0.98%new13F-HRTimeline
Perigon Wealth Management, LLC111,619$9.73M0.17%+14,18813F-HRTimeline
Heck Capital Advisors, LLC110,933$9.67M0.72%+13,23113F-HRTimeline
Parallax Volatility Advisers, L.P.110,931$9.67M0.3%-151,30013F-HRTimeline