Who owns TFLO?
iShares Treasury Floating Rate Bond ETF · iShares
423 institutions reported holding TFLO, worth $3.6B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of TFLO
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $325.1M | 6,421,895 | −328,932 shares |
| Bank of America Corp. | Charlotte, NC | $284.1M | 5,611,310 | −2,133,839 shares |
| Morgan Stanley | New York, NY | $160.0M | 3,160,243 | −478,627 shares |
| UBS Group AG | Zurich, Switzerland | $105.5M | 2,083,520 | +41,475 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $82.6M | 1,630,602 | +774,303 shares |
| Wealthspire Advisors, LLC | New York, NY | $81.0M | 1,599,878 | −192,956 shares |
| Financial Advisory Corp | Grand Rapids, MI | $80.5M | 1,590,060 | +95,596 shares |
| Mariner, LLC | Overland Park, KS | $80.3M | 1,585,917 | +24,294 shares |
| BIP Wealth, LLC | Atlanta, GA | $77.0M | 1,521,470 | +218,469 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $68.8M | 1,359,807 | +287,148 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns TFLO?
423 institutional managers reported holding TFLO in Form 13F filings for June 30, 2026, worth $3.6B in total. The largest reported position was held by LPL Financial LLC, at $325.1M.
Did institutions buy or sell TFLO last quarter?
Reported 13F value fell 4.9% from March 31, 2026, which includes price moves as well as buying and selling. 55 firms reported a new position and 41 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is TFLO ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.