ISHARES TREASURY FLOATING RA (TFLO) Top 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 $3.60B 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 $391.52M, representing an estimated loss of -0.16% 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
410
Total Reported Value
$3.60B
Largest Holder
Bank Of America Corp
Largest Position
$392.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
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 | $391,517,282 | -$619,612 | -0.16% | |
| Lpl Financial Llc | 0.09% | 6,750,827 | $341,794,377 | $341,254,305 | -$540,072 | -0.16% | |
| Morgan Stanley | 0.01% | 3,638,870 | $184,236,062 | $183,944,879 | -$291,184 | -0.16% | |
| Ubs Group Ag | 0.02% | 2,042,045 | $103,388,738 | $103,225,375 | -$163,363 | -0.16% | |
| Wealthspire Advisors, Llc | 0.71% | 1,792,834 | $90,771,196 | $90,627,759 | -$143,437 | -0.16% | |
| Envestnet Asset Management Inc | 0.02% | 1,750,356 | $88,620,534 | $88,480,496 | -$140,038 | -0.16% | |
| Financial Advisory Corp | 10.67% | 1,590,060 | $80,504,718 | $80,377,533 | -$127,185 | -0.16% | |
| Mariner, Llc | 0.09% | 1,561,623 | $79,064,983 | $78,940,043 | -$124,940 | -0.16% | |
| Arbor Investment Advisors, Llc | 8.82% | 1,337,826 | $67,734,143 | $67,627,104 | -$107,039 | -0.16% | |
| Bip Wealth, Llc | 2.68% | 1,303,001 | $65,970,956 | $65,866,701 | -$104,255 | -0.16% | |
| Capital Asset Advisory Services Llc | 2.30% | 1,182,871 | $59,817,778 | $59,794,129 | -$23,649 | -0.04% | |
| Wells Fargo & Company/Mn | 0.01% | 1,164,797 | $58,973,649 | $58,880,488 | -$93,161 | -0.16% | |
| Northwest Quadrant Wealth Management, Llc | 11.95% | 1,135,747 | $57,502,869 | $57,412,011 | -$90,858 | -0.16% | |
| Raymond James Financial Inc | 0.02% | 1,072,659 | $54,308,723 | $54,222,912 | -$85,811 | -0.16% | |
| Brookstone Capital Management | 0.62% | 1,065,200 | $53,931,076 | $53,845,860 | -$85,216 | -0.16% | |
| Vertex Planning Partners, Llc | 10.22% | 1,038,819 | $52,595,417 | $52,512,300 | -$83,117 | -0.16% | |
| Cetera Investment Advisers | 0.06% | 1,035,906 | $52,447,943 | $52,365,048 | -$82,895 | -0.16% | |
| Royal Bank Of Canada | 0.01% | 1,023,783 | $51,835,000 | $51,752,231 | -$82,769 | -0.16% | |
| Osaic Holdings, Inc. | 0.07% | 997,985 | $50,531,488 | $50,448,142 | -$83,346 | -0.16% | |
| Stock Yards Bank & Trust Co | 1.43% | 907,031 | $45,922,984 | $45,850,417 | -$72,567 | -0.16% | |
| Stash Investments, Llc | 17.81% | 906,988 | $45,920,802 | $45,848,243 | -$72,559 | -0.16% | |
| Alphacore Capital Llc | 1.00% | 832,366 | $42,142,698 | $42,076,101 | -$66,597 | -0.16% | |
| Stifel Financial Corp | 0.04% | 827,191 | $41,880,710 | $41,814,505 | -$66,205 | -0.16% | |
| Rinkey Investments | 10.32% | 796,761 | $40,340,034 | $40,276,269 | -$63,765 | -0.16% | |
| Walker Financial Services, Inc. | 13.45% | 776,704 | $39,324,514 | $39,262,387 | -$62,127 | -0.16% | |
| Facet Wealth, Inc. | 0.61% | 699,741 | $35,427,867 | $35,371,908 | -$55,959 | -0.16% | |
| Assetmark, Inc | 0.07% | 658,900 | $33,360,110 | $33,307,395 | -$52,715 | -0.16% | |
| Laurel Wealth Advisors Llc | 3.18% | 636,839 | $32,185,835 | $32,192,211 | +$6,376 | +0.02% | |
| Geowealth Management, Llc | 1.14% | 624,744 | $31,630,776 | $31,580,809 | -$49,967 | -0.16% | |
| Omnitrust Wealth Management, Inc | 40.60% | 619,183 | $31,349,235 | $31,299,701 | -$49,534 | -0.16% | |
| Ifrah Financial Services, Inc. | 6.90% | 515,848 | $26,117,406 | $26,076,116 | -$41,290 | -0.16% | |
| Cardinal Point Capital Management Ulc | 1.60% | 514,649 | $26,056,703 | $26,015,507 | -$41,196 | -0.16% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 1.42% | 494,090 | $25,015,753 | $24,976,250 | -$39,504 | -0.16% | |
| J2 Capital Management Inc | 16.79% | 483,683 | $24,488,882 | $24,450,176 | -$38,706 | -0.16% | |
| Onedigital Investment Advisors Llc | 0.23% | 464,752 | $23,530,373 | $23,493,214 | -$37,159 | -0.16% | |
| Mkt Advisors Llc | 7.09% | 451,670 | $22,822,876 | $22,831,919 | +$9,043 | +0.04% | |
| Beacon Financial Group | 2.27% | 449,808 | $22,773,775 | $22,737,794 | -$35,981 | -0.16% | |
| Luminist Capital Llc | 29.94% | 445,105 | $22,535,644 | $22,500,058 | -$35,586 | -0.16% | |
| Ark & Tlk Investments, Llc | 6.00% | 436,853 | $22,117,870 | $22,082,919 | -$34,951 | -0.16% | |
| Mutual Advisors, Llc | 0.47% | 431,963 | $21,870,304 | $21,835,730 | -$34,574 | -0.16% | |
| Hightower Advisors, Llc | 0.02% | 416,662 | $21,095,646 | $21,062,264 | -$33,382 | -0.16% | |
| Summitry Llc | 0.91% | 412,293 | $20,874,385 | $20,841,411 | -$32,974 | -0.16% | |
| Farther Finance Advisors, Llc | 0.19% | 399,043 | $20,147,858 | $20,171,624 | +$23,766 | +0.12% | |
| Creative Planning | 0.01% | 383,553 | $19,419,305 | $19,388,604 | -$30,701 | -0.16% | |
| Weaver Consulting Group | 4.56% | 377,801 | $19,128,047 | $19,097,841 | -$30,206 | -0.16% | |
| Portfolio Design Labs, Llc | 3.06% | 339,302 | $17,178,861 | $17,151,716 | -$27,145 | -0.16% | |
| Jones Financial Companies Lllp | 0.01% | 317,993 | $16,099,974 | $16,074,546 | -$25,428 | -0.16% | |
| Castle Rock Wealth Management, Llc | 3.01% | 304,025 | $15,353,275 | $15,368,464 | +$15,189 | +0.10% | |
| Ifp Advisors, Inc | 0.31% | 296,312 | $15,002,277 | $14,978,572 | -$23,705 | -0.16% | |
| Commonwealth Equity Services, Llc | 0.02% | 292,273 | $14,797,789 | $14,774,400 | -$23,389 | -0.16% |
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.