TFLO Institutional Ownership & Shareholders
ISHARES TREASURY FLOATING RA (TFLO) is currently held by 420 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.50B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of TFLO tracked by InsiderSet, reporting ownership valued at approximately $325.14M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $324.50M, representing an estimated loss of -0.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 38% of the total disclosed TFLO value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Bank Of America Corp, Morgan Stanley, and several other long-term asset managers with concentrated positions in ISHARES TREASURY FLOATING RA (TFLO).
This page ranks the largest institutional TFLO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
420
Total Reported Value
$3.50B
Largest Holder
Lpl Financial Llc
Largest Position
$325.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.07% | 6,421,895 | $325,140,541 | $324,498,354 | -$642,187 | -0.20% | |
| Bank Of America Corp | 0.02% | 5,611,310 | $284,100,624 | $283,539,494 | -$561,130 | -0.20% | |
| Morgan Stanley | 0.01% | 3,160,243 | $160,003,171 | $159,687,079 | -$316,092 | -0.20% | |
| Ubs Group Ag | 0.02% | 2,083,520 | $105,488,617 | $105,280,266 | -$208,351 | -0.20% | |
| Wealthspire Advisors, Llc | 0.45% | 1,599,878 | $81,001,802 | $80,841,835 | -$159,967 | -0.20% | |
| Mariner, Llc | 0.08% | 1,585,917 | $80,295,140 | $80,136,386 | -$158,754 | -0.20% | |
| Financial Advisory Corp | 9.78% | 1,512,829 | $76,655,047 | $76,443,249 | -$211,798 | -0.28% | |
| Capital Asset Advisory Services Llc | 2.43% | 1,410,390 | $71,422,150 | $71,267,007 | -$155,143 | -0.22% | |
| Arbor Investment Advisors, Llc | 8.07% | 1,396,718 | $70,771,716 | $70,576,161 | -$195,555 | -0.28% | |
| Raymond James Financial Inc | 0.02% | 1,359,807 | $68,847,063 | $68,711,048 | -$136,015 | -0.20% | |
| Wells Fargo & Company/Mn | 0.01% | 1,289,440 | $65,284,344 | $65,155,403 | -$128,941 | -0.20% | |
| Bip Wealth, Llc | 1.65% | 1,202,286 | $60,919,846 | $60,751,512 | -$168,334 | -0.28% | |
| Royal Bank Of Canada | 0.01% | 1,177,131 | $59,599,000 | $59,480,429 | -$118,571 | -0.20% | |
| Osaic Holdings, Inc. | 0.07% | 1,100,724 | $55,733,542 | $55,619,584 | -$113,958 | -0.20% | |
| Stash Investments, Llc | 15.75% | 1,061,882 | $53,805,561 | $53,656,897 | -$148,664 | -0.28% | |
| Walker Financial Services, Inc. | 15.69% | 1,057,524 | $53,584,748 | $53,436,688 | -$148,060 | -0.28% | |
| Bailard, Inc. | 1.07% | 1,046,602 | $53,031,323 | $52,884,799 | -$146,524 | -0.28% | |
| Envestnet Asset Management Inc | 0.01% | 1,037,507 | $52,528,987 | $52,425,229 | -$103,758 | -0.20% | |
| Cetera Investment Advisers | 0.05% | 994,734 | $50,363,399 | $50,263,909 | -$99,490 | -0.20% | |
| Stock Yards Bank & Trust Co | 1.29% | 890,317 | $45,076,760 | $44,987,718 | -$89,042 | -0.20% | |
| Rinkey Investments | 10.57% | 867,534 | $43,957,994 | $43,836,493 | -$121,501 | -0.28% | |
| Northwest Quadrant Wealth Management, Llc | 8.10% | 863,892 | $43,738,827 | $43,652,463 | -$86,364 | -0.20% | |
| Alphacore Capital Llc | 0.76% | 816,775 | $41,353,307 | $41,271,641 | -$81,666 | -0.20% | |
| Vertex Planning Partners, Llc | 5.74% | 763,672 | $38,664,695 | $38,588,346 | -$76,349 | -0.20% | |
| Facet Wealth, Inc. | 0.50% | 686,514 | $34,758,225 | $34,689,552 | -$68,673 | -0.20% | |
| Laurel Wealth Advisors Llc | 3.17% | 672,315 | $34,066,198 | $33,972,077 | -$94,121 | -0.28% | |
| Stifel Financial Corp | 0.03% | 647,251 | $32,770,415 | $32,705,593 | -$64,822 | -0.20% | |
| Hartline Investment Corp/ | 3.33% | 636,040 | $32,228,147 | $32,139,101 | -$89,046 | -0.28% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 1.35% | 542,283 | $27,477,518 | $27,401,560 | -$75,958 | -0.28% | |
| Omnitrust Wealth Management, Inc | 29.15% | 491,460 | $24,902,278 | $24,833,474 | -$68,804 | -0.28% | |
| Ifrah Financial Services, Inc. | 6.21% | 484,696 | $24,559,554 | $24,491,689 | -$67,865 | -0.28% | |
| Ifp Advisors, Inc | 0.39% | 452,788 | $22,942,768 | $22,879,378 | -$63,390 | -0.28% | |
| Portfolio Design Labs, Llc | 3.64% | 438,029 | $22,177,429 | $22,133,605 | -$43,824 | -0.20% | |
| Landaas & Co | 3.63% | 434,111 | $21,996,399 | $21,935,629 | -$60,770 | -0.28% | |
| Anderson Hoagland & Co | 1.67% | 430,689 | $21,810,098 | $21,762,715 | -$47,383 | -0.22% | |
| Mkt Advisors Llc | 6.88% | 424,013 | $21,438,097 | $21,425,377 | -$12,720 | -0.06% | |
| Midwest Financial Partners Investments, Inc. | 8.20% | 420,997 | $21,331,918 | $21,272,978 | -$58,940 | -0.28% | |
| Summitry Llc | 0.69% | 413,352 | $20,928,031 | $20,886,677 | -$41,354 | -0.20% | |
| Weaver Consulting Group | 3.85% | 391,229 | $19,823,548 | $19,768,801 | -$54,747 | -0.28% | |
| Verdence Capital Advisors Llc | 0.83% | 385,880 | $19,552,522 | $19,498,516 | -$54,006 | -0.28% | |
| Ascent Group, Llc | 0.58% | 383,674 | $19,440,780 | $19,387,047 | -$53,733 | -0.28% | |
| Farther Finance Advisors, Llc | 0.14% | 381,270 | $19,318,918 | $19,265,573 | -$53,345 | -0.28% | |
| Ark & Tlk Investments, Llc | 4.64% | 379,709 | $19,239,849 | $19,186,696 | -$53,153 | -0.28% | |
| Geowealth Management, Llc | 0.60% | 373,979 | $18,934,549 | $18,897,159 | -$37,390 | -0.20% | |
| Castle Rock Wealth Management, Llc | 3.46% | 363,427 | $18,367,595 | $18,363,966 | -$3,629 | -0.02% | |
| J2 Capital Management Inc | 11.48% | 357,608 | $18,120,020 | $18,069,932 | -$50,088 | -0.28% | |
| Luminist Capital Llc | 20.28% | 283,555 | $18,043,922 | $14,328,034 | -$3,715,888 | -20.59% | |
| Cardinal Point Capital Management Ulc | 1.00% | 354,220 | $17,948,327 | $17,898,737 | -$49,590 | -0.28% | |
| Sugar Maple Asset Management, Llc | 10.06% | 348,364 | $17,651,608 | $17,602,833 | -$48,775 | -0.28% | |
| Beacon Financial Group | 1.58% | 345,109 | $17,486,683 | $17,438,358 | -$48,325 | -0.28% |
Frequently asked questions about TFLO
Who are the largest institutional holders of TFLO?
The largest institutional holders of TFLO reported in the latest SEC Form 13F filings include Lpl Financial Llc, Bank Of America Corp, Morgan Stanley, Ubs Group Ag, and Wealthspire Advisors, Llc. InsiderSet ranks institutional holders by their latest reported TFLO position.
What is TFLO institutional ownership?
This page tracks TFLO positions reported by institutional investment managers through SEC Form 13F. ISHARES TREASURY FLOATING RA (TFLO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TFLO?
InsiderSet currently tracks 420 institutional managers reporting TFLO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TFLO shareholders.
How much TFLO stock do institutions own?
Institutional investment managers disclosed approximately $3.50B in TFLO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TFLO institutional ownership last updated?
The latest TFLO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TFLO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TFLO position after the reporting date.
Are institutions buying or selling TFLO?
Institutional buying and selling can be analyzed by comparing TFLO positions across consecutive 13F reporting periods. InsiderSet's TFLO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TFLO ownership changes.
How has TFLO institutional ownership changed over time?
InsiderSet tracks TFLO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.