ISHARES TREASURY FLOATING RA (TFLO) Institutional Shareholders
ISHARES TREASURY FLOATING RA (TFLO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $3.63B in TFLO holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of TFLO tracked by InsiderSet, reporting ownership valued at approximately $392.14M in its March 31, 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 $392.37M, representing an estimated gain of +0.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 41% of the total disclosed TFLO value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Lpl Financial Llc, 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
413
Total Reported Value
$3.63B
Largest Holder
Bank Of America Corp
Largest Position
$392.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.03% | 7,745,149 | $392,136,894 | $392,369,248 | +$232,354 | +0.06% | |
| Lpl Financial Llc | 0.09% | 6,750,827 | $341,794,377 | $341,996,896 | +$202,519 | +0.06% | |
| Morgan Stanley | 0.01% | 3,638,870 | $184,236,062 | $184,345,154 | +$109,092 | +0.06% | |
| Ubs Group Ag | 0.02% | 2,042,045 | $103,388,738 | $103,450,000 | +$61,262 | +0.06% | |
| Wealthspire Advisors, Llc | 0.71% | 1,792,834 | $90,771,196 | $90,824,970 | +$53,774 | +0.06% | |
| Financial Advisory Corp | 10.67% | 1,590,060 | $80,504,718 | $80,552,440 | +$47,722 | +0.06% | |
| Mariner, Llc | 0.09% | 1,561,623 | $79,064,983 | $79,111,821 | +$46,838 | +0.06% | |
| Bip Wealth, Llc | 2.19% | 1,521,470 | $77,032,005 | $77,077,670 | +$45,665 | +0.06% | |
| Arbor Investment Advisors, Llc | 7.60% | 1,326,255 | $67,148,284 | $67,188,078 | +$39,794 | +0.06% | |
| Capital Asset Advisory Services Llc | 2.30% | 1,182,871 | $59,817,778 | $59,924,245 | +$106,467 | +0.18% | |
| Axxcess Wealth Management, Llc | 0.94% | 1,171,791 | $59,327,772 | $59,362,932 | +$35,160 | +0.06% | |
| Wells Fargo & Company/Mn | 0.01% | 1,164,797 | $58,973,649 | $59,008,616 | +$34,967 | +0.06% | |
| Northwest Quadrant Wealth Management, Llc | 11.95% | 1,135,747 | $57,502,869 | $57,536,943 | +$34,074 | +0.06% | |
| Brookstone Capital Management | 0.56% | 1,096,345 | $55,507,950 | $55,540,838 | +$32,888 | +0.06% | |
| Raymond James Financial Inc | 0.02% | 1,072,659 | $54,308,723 | $54,340,905 | +$32,182 | +0.06% | |
| Vertex Planning Partners, Llc | 10.22% | 1,038,819 | $52,595,417 | $52,626,571 | +$31,154 | +0.06% | |
| Envestnet Asset Management Inc | 0.01% | 1,037,507 | $52,528,987 | $52,560,105 | +$31,118 | +0.06% | |
| Cetera Investment Advisers | 0.06% | 1,035,906 | $52,447,943 | $52,478,998 | +$31,055 | +0.06% | |
| Royal Bank Of Canada | 0.01% | 1,023,783 | $51,835,000 | $51,864,847 | +$29,847 | +0.06% | |
| Stash Investments, Llc | 16.51% | 1,011,545 | $51,214,523 | $51,244,870 | +$30,347 | +0.06% | |
| Osaic Holdings, Inc. | 0.07% | 997,985 | $50,531,488 | $50,557,920 | +$26,432 | +0.05% | |
| Rinkey Investments | 11.46% | 961,211 | $48,666,150 | $48,694,949 | +$28,799 | +0.06% | |
| Stock Yards Bank & Trust Co | 1.43% | 907,031 | $45,922,984 | $45,950,190 | +$27,206 | +0.06% | |
| Walker Financial Services, Inc. | 13.34% | 851,969 | $43,135,202 | $43,160,750 | +$25,548 | +0.06% | |
| Alphacore Capital Llc | 1.00% | 832,366 | $42,142,698 | $42,167,662 | +$24,964 | +0.06% | |
| Stifel Financial Corp | 0.04% | 827,191 | $41,880,710 | $41,905,496 | +$24,786 | +0.06% | |
| Facet Wealth, Inc. | 0.50% | 686,514 | $34,758,225 | $34,778,799 | +$20,574 | +0.06% | |
| Laurel Wealth Advisors Llc | 3.23% | 659,801 | $33,405,709 | $33,425,519 | +$19,810 | +0.06% | |
| Hartline Investment Corp/ | 2.34% | 530,820 | $26,875,417 | $26,891,341 | +$15,924 | +0.06% | |
| Ifrah Financial Services, Inc. | 5.92% | 478,794 | $24,241,351 | $24,255,704 | +$14,353 | +0.06% | |
| Assetmark, Inc | 0.04% | 466,404 | $23,614,027 | $23,628,027 | +$14,000 | +0.06% | |
| Onedigital Investment Advisors Llc | 0.23% | 464,752 | $23,530,373 | $23,544,336 | +$13,963 | +0.06% | |
| Mkt Advisors Llc | 7.09% | 451,670 | $22,822,876 | $22,881,602 | +$58,726 | +0.26% | |
| Luminist Capital Llc | 29.94% | 445,105 | $22,535,644 | $22,549,019 | +$13,375 | +0.06% | |
| J2 Capital Management Inc | 14.78% | 434,161 | $21,981,560 | $21,994,596 | +$13,036 | +0.06% | |
| Mutual Advisors, Llc | 0.47% | 431,963 | $21,870,304 | $21,883,246 | +$12,942 | +0.06% | |
| Hightower Advisors, Llc | 0.02% | 416,662 | $21,095,646 | $21,108,097 | +$12,451 | +0.06% | |
| Summitry Llc | 0.69% | 413,352 | $20,928,031 | $20,940,412 | +$12,381 | +0.06% | |
| Farther Finance Advisors, Llc | 0.16% | 395,727 | $20,035,692 | $20,047,530 | +$11,838 | +0.06% | |
| Creative Planning | 0.01% | 383,553 | $19,419,305 | $19,430,795 | +$11,490 | +0.06% | |
| Beacon Financial Group | 1.75% | 380,865 | $19,283,219 | $19,294,621 | +$11,402 | +0.06% | |
| Geowealth Management, Llc | 0.60% | 373,979 | $18,934,549 | $18,945,776 | +$11,227 | +0.06% | |
| Cardinal Point Capital Management Ulc | 1.07% | 373,096 | $18,889,850 | $18,901,043 | +$11,193 | +0.06% | |
| Midwest Financial Partners Investments, Inc. | 7.79% | 370,480 | $18,757,403 | $18,768,517 | +$11,114 | +0.06% | |
| Omnitrust Wealth Management, Inc | 22.02% | 369,001 | $18,682,520 | $18,693,591 | +$11,071 | +0.06% | |
| Ifp Advisors, Inc | 0.33% | 363,276 | $18,392,664 | $18,403,562 | +$10,898 | +0.06% | |
| Ascent Group, Llc | 0.54% | 359,827 | $18,218,061 | $18,228,836 | +$10,775 | +0.06% | |
| Weaver Consulting Group | 3.53% | 340,292 | $17,228,988 | $17,239,193 | +$10,205 | +0.06% | |
| Portfolio Design Labs, Llc | 3.06% | 339,302 | $17,178,861 | $17,189,039 | +$10,178 | +0.06% | |
| Jones Financial Companies Lllp | 0.01% | 317,993 | $16,099,974 | $16,109,525 | +$9,551 | +0.06% |
Frequently asked questions about TFLO
Who owns the most TFLO stock?
The largest holders of TFLO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES TREASURY FLOATING RA (TFLO).
Is TFLO widely held by superinvestors?
Many widely followed stocks like TFLO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TFLO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.