13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundDefensive growthQuality
TFLO

ISHARES TREASURY FLOATING RA

439 institutions still hold ISHARES TREASURY FLOATING RA as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46434V860·Exchange Traded Fund·439 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.5%
vs prior quarter
13F value held
$2.0B
46.0% inst. owned
of float
Holders
439
-93 QoQ
filers reporting
Activity
+38 / −37
+950 added · −868 reduced
this quarter
Concentration
19.34%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

439 institutions reported TFLO in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 19.3% of the visible book. -93 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$392M7.7M0.03%Q1 202602
LPL Financial LLC
CIK 0001403438
$342M6.8M0.09%Q1 202603
MORGAN STANLEY
CIK 0000895421
$184M3.6M0.01%Q1 202604
UBS Group AG
CIK 0001610520
$103M2.0M0.02%Q1 202605
Wealthspire Advisors, LLC
CIK 0001646247
$91M1.8M0.71%Q1 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$89M1.8M0.02%Q1 202607
Mariner, LLC
CIK 0001373442
$79M1.6M0.09%Q1 202608
Financial Advisory Corp
CIK 0001813369
$76M1.5M10.51%Q1 202609
Arbor Investment Advisors, LLC
CIK 0001590073
$68M1.3M8.82%Q1 202610
BIP Wealth, LLC
CIK 0001590214
$66M1.3M2.68%Q1 202611
Capital Asset Advisory Services LLC
CIK 0001666024
$60M1.2M2.30%Q1 202612
WELLS FARGO & COMPANY/MN
CIK 0000072971
$59M1.2M0.01%Q1 202613
Northwest Quadrant Wealth Management, LLC
CIK 0001697767
$58M1.1M11.95%Q1 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$54M1.1M0.02%Q1 202615
Brookstone Capital Management
CIK 0001599584
$54M1.1M0.62%Q1 202616
Vertex Planning Partners, LLC
CIK 0001942341
$53M1.0M10.22%Q1 202617
Cetera Investment Advisers
CIK 0001666741
$52M1.0M0.06%Q1 202618
ROYAL BANK OF CANADA
CIK 0001000275
$52M1.0M0.01%Q1 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$51M998K0.07%Q1 202620
STOCK YARDS BANK & TRUST CO
CIK 0000741073
$46M907K1.43%Q1 2026
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