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 $3.42B in TFLO holdings during the latest filing period.
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 $325.08M, representing an estimated loss of -0.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 39% 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
410
Total Reported Value
$3.42B
Largest Holder
Lpl Financial Llc
Largest Position
$325.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
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 | $325,076,325 | -$64,216 | -0.02% | |
| Bank Of America Corp | 0.02% | 5,611,310 | $284,100,624 | $284,044,512 | -$56,112 | -0.02% | |
| Morgan Stanley | 0.01% | 3,160,243 | $160,003,171 | $159,971,501 | -$31,670 | -0.02% | |
| Ubs Group Ag | 0.02% | 2,083,520 | $105,488,617 | $105,467,782 | -$20,835 | -0.02% | |
| Wealthspire Advisors, Llc | 0.45% | 1,599,878 | $81,001,802 | $80,985,824 | -$15,978 | -0.02% | |
| Financial Advisory Corp | 10.67% | 1,590,060 | $80,504,718 | $80,488,837 | -$15,881 | -0.02% | |
| Mariner, Llc | 0.08% | 1,585,917 | $80,295,140 | $80,279,119 | -$16,021 | -0.02% | |
| Bip Wealth, Llc | 2.19% | 1,521,470 | $77,032,005 | $77,016,811 | -$15,194 | -0.02% | |
| Raymond James Financial Inc | 0.02% | 1,359,807 | $68,847,063 | $68,833,430 | -$13,633 | -0.02% | |
| Arbor Investment Advisors, Llc | 7.60% | 1,326,255 | $67,148,284 | $67,135,028 | -$13,256 | -0.02% | |
| Wells Fargo & Company/Mn | 0.01% | 1,289,440 | $65,284,344 | $65,271,453 | -$12,891 | -0.02% | |
| Capital Asset Advisory Services Llc | 2.23% | 1,216,166 | $61,574,486 | $61,562,323 | -$12,163 | -0.02% | |
| Royal Bank Of Canada | 0.01% | 1,177,131 | $59,599,000 | $59,586,371 | -$12,629 | -0.02% | |
| Axxcess Wealth Management, Llc | 0.94% | 1,171,791 | $59,327,772 | $59,316,060 | -$11,712 | -0.02% | |
| Osaic Holdings, Inc. | 0.07% | 1,100,724 | $55,733,542 | $55,718,649 | -$14,893 | -0.03% | |
| Brookstone Capital Management | 0.56% | 1,096,345 | $55,507,950 | $55,496,984 | -$10,966 | -0.02% | |
| Envestnet Asset Management Inc | 0.01% | 1,037,507 | $52,528,987 | $52,518,604 | -$10,383 | -0.02% | |
| Stash Investments, Llc | 16.51% | 1,011,545 | $51,214,523 | $51,204,408 | -$10,115 | -0.02% | |
| Cetera Investment Advisers | 0.05% | 994,734 | $50,363,399 | $50,353,435 | -$9,964 | -0.02% | |
| Rinkey Investments | 11.46% | 961,211 | $48,666,150 | $48,656,501 | -$9,649 | -0.02% | |
| Stock Yards Bank & Trust Co | 1.29% | 890,317 | $45,076,760 | $45,067,847 | -$8,913 | -0.02% | |
| Northwest Quadrant Wealth Management, Llc | 8.10% | 863,892 | $43,738,827 | $43,730,213 | -$8,614 | -0.02% | |
| Walker Financial Services, Inc. | 13.34% | 851,969 | $43,135,202 | $43,126,671 | -$8,531 | -0.02% | |
| Alphacore Capital Llc | 0.76% | 816,775 | $41,353,307 | $41,345,151 | -$8,157 | -0.02% | |
| Vertex Planning Partners, Llc | 5.74% | 763,672 | $38,664,695 | $38,657,077 | -$7,618 | -0.02% | |
| Facet Wealth, Inc. | 0.50% | 686,514 | $34,758,225 | $34,751,339 | -$6,886 | -0.02% | |
| Laurel Wealth Advisors Llc | 3.23% | 659,801 | $33,405,709 | $33,399,127 | -$6,582 | -0.02% | |
| Stifel Financial Corp | 0.03% | 647,251 | $32,770,415 | $32,763,846 | -$6,569 | -0.02% | |
| Hartline Investment Corp/ | 2.34% | 530,820 | $26,875,417 | $26,870,108 | -$5,309 | -0.02% | |
| Ifrah Financial Services, Inc. | 5.92% | 478,794 | $24,241,351 | $24,236,552 | -$4,799 | -0.02% | |
| Assetmark, Inc | 0.04% | 466,404 | $23,614,027 | $23,609,370 | -$4,657 | -0.02% | |
| Mkt Advisors Llc | 7.09% | 451,670 | $22,822,876 | $22,863,535 | +$40,659 | +0.18% | |
| Portfolio Design Labs, Llc | 3.64% | 438,029 | $22,177,429 | $22,173,028 | -$4,401 | -0.02% | |
| J2 Capital Management Inc | 14.78% | 434,161 | $21,981,560 | $21,977,230 | -$4,330 | -0.02% | |
| Summitry Llc | 0.69% | 413,352 | $20,928,031 | $20,923,878 | -$4,153 | -0.02% | |
| Farther Finance Advisors, Llc | 0.16% | 395,727 | $20,035,692 | $20,031,701 | -$3,991 | -0.02% | |
| Beacon Financial Group | 1.75% | 380,865 | $19,283,219 | $19,279,386 | -$3,833 | -0.02% | |
| Geowealth Management, Llc | 0.60% | 373,979 | $18,934,549 | $18,930,817 | -$3,732 | -0.02% | |
| Cardinal Point Capital Management Ulc | 1.07% | 373,096 | $18,889,850 | $18,886,120 | -$3,730 | -0.02% | |
| Midwest Financial Partners Investments, Inc. | 7.79% | 370,480 | $18,757,403 | $18,753,698 | -$3,705 | -0.02% | |
| Omnitrust Wealth Management, Inc | 22.02% | 369,001 | $18,682,520 | $18,678,831 | -$3,689 | -0.02% | |
| Ifp Advisors, Inc | 0.33% | 363,276 | $18,392,664 | $18,389,031 | -$3,633 | -0.02% | |
| Ascent Group, Llc | 0.54% | 359,827 | $18,218,061 | $18,214,443 | -$3,618 | -0.02% | |
| Luminist Capital Llc | 20.28% | 283,555 | $18,043,922 | $14,353,554 | -$3,690,368 | -20.45% | |
| Weaver Consulting Group | 3.53% | 340,292 | $17,228,988 | $17,225,581 | -$3,407 | -0.02% | |
| Ark & Tlk Investments, Llc | 3.88% | 310,150 | $15,702,915 | $15,699,793 | -$3,122 | -0.02% | |
| Castle Rock Wealth Management, Llc | 3.01% | 304,025 | $15,353,275 | $15,389,746 | +$36,471 | +0.24% | |
| Jones Financial Companies Lllp | 0.01% | 298,546 | $15,115,378 | $15,112,399 | -$2,979 | -0.02% | |
| Hightower Advisors, Llc | 0.01% | 286,230 | $14,491,837 | $14,488,963 | -$2,874 | -0.02% | |
| Commonwealth Equity Services, Llc | 0.02% | 277,698 | $14,059,846 | $14,057,073 | -$2,773 | -0.02% |
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.