13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
TFLO

ISHARES TREASURY FLOATING RA

458 institutions still hold ISHARES TREASURY FLOATING RA as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46434V860·Exchange Traded Fund·458 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.9B
visible holders
Holders
458
filers reporting
Concentration
17.21%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

458 institutions reported TFLO in Q2 2026. LPL Financial LLC leads at 17.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$325M6.4M0.07%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$284M5.6M0.02%Q2 202603
MORGAN STANLEY
CIK 0000895421
$160M3.2M0.01%Q2 202604
UBS Group AG
CIK 0001610520
$105M2.1M0.01%Q2 202605
Wealthspire Advisors, LLC
CIK 0001646247
$81M1.6M0.45%Q2 202606
Financial Advisory Corp
CIK 0001813369
$81M1.6M10.67%Q2 202607
Mariner, LLC
CIK 0001373442
$80M1.6M0.08%Q2 202608
BIP Wealth, LLC
CIK 0001590214
$77M1.5M2.19%Q2 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$69M1.4M0.02%Q2 202610
Arbor Investment Advisors, LLC
CIK 0001590073
$67M1.3M7.60%Q2 202611
WELLS FARGO & COMPANY/MN
CIK 0000072971
$65M1.3M0.01%Q2 202612
Capital Asset Advisory Services LLC
CIK 0001666024
$62M1.2M2.23%Q2 202613
ROYAL BANK OF CANADA
CIK 0001000275
$60M1.2M0.01%Q2 202614
AXXCESS WEALTH MANAGEMENT, LLC
CIK 0001911056
$59M1.2M0.94%Q2 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$56M1.1M0.07%Q2 202616
Brookstone Capital Management
CIK 0001599584
$56M1.1M0.56%Q2 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$53M1.0M0.01%Q2 202618
Stash Investments, LLC
CIK 0002008308
$51M1.0M16.51%Q2 202619
Cetera Investment Advisers
CIK 0001666741
$50M995K0.05%Q2 202620
Rinkey Investments
CIK 0001730774
$49M961K11.46%Q2 2026
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