ISHARES FLOATING RATE BOND E FLOT
$50.92
+0.0% 52w: $49.15 – $50.92
Latest 13F among current holders filed 5 days ago (Aug 28, 2026)
Price — last 12 months
research preview data49.1550.0450.92
Aug 18, 2025 Jul 2, 2026
Institutional holders
663
+20 QoQ
13F value
$5.65B
+5.8% QoQ
Smart-money holders
21
signal tier ≥ 2
New smart buyers
2
Q1 2026
Institutional value by quarter
Number of holders
Who owns FLOT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 8.7M | $444.8M | 0.0% | -1.4% |
| MORGAN STANLEY | Bank broker | 6.4M | $326.0M | 0.0% | +4.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 6.3M | $320.0M | 0.1% | +204.2% |
| NORTHERN TRUST CORP | Index provider | 5.5M | $279.0M | 0.0% | +0.4% |
| LPL Financial LLC | Bank broker | 4.5M | $228.9M | 0.1% | +7.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 3.5M | $177.1M | 0.0% | +6.8% |
| Glenview Trust Co | Other | 3.1M | $159.5M | 2.5% | +7.4% |
| New York Life Investment Management LLC | Insurance | 3.0M | $155.2M | — | -2.8% |
| FRANKLIN RESOURCES INC | Long only active | 3.0M | $153.5M | 0.0% | -1.1% |
| BlackRock, Inc. | Index provider | 2.6M | $133.8M | 0.0% | -0.2% |
| UBS Group AG | Bank broker | 2.5M | $127.9M | 0.0% | +9.0% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 2.0M | $103.4M | 0.1% | +12.8% |
| ASSETMARK, INC | Wealth advisor | 2.0M | $100.1M | 0.2% | +2.4% |
| ROYAL BANK OF CANADA | Bank broker | 1.8M | $89.8M | 0.0% | -12.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.6M | $81.7M | 0.0% | +24.1% |
| Kensington Asset Management, LLC | Wealth advisor | 1.5M | $77.7M | — | +39.9% |
| DAVENPORT & Co LLC | Diversified mechanical | 1.5M | $75.5M | 0.4% | +2.0% |
| HARTLINE INVESTMENT CORP/ ★2 | Fundamental diversified | 1.4M | $71.7M | — | -0.7% |
| JPMORGAN CHASE & CO | Bank broker | 1.4M | $70.9M | 0.0% | +8.0% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | Other | 1.3M | $65.5M | 1.0% | -25.5% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 1.1M | $56.5M | 0.3% | +0.4% |
| Cetera Investment Advisers | Wealth advisor | 1.1M | $55.3M | 0.1% | +1.3% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 1.0M | $51.0M | 0.1% | -1.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 999.1K | $50.9M | 0.0% | -20.4% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Diversified mechanical | 937.7K | $47.8M | 0.0% | New |
| BARINGS LLC | Wealth advisor | 780.0K | $39.7M | 0.7% | Held |
| Verdence Capital Advisors LLC | Other | 772.3K | $39.3M | 2.3% | +0.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 766.7K | $39.1M | 0.1% | -0.3% |
| Demars Financial Group, LLC | Wealth advisor | 707.4K | $36.0M | — | -1.3% |
| TriaGen Wealth Management LLC | Wealth advisor | 682.3K | $34.8M | 9.5% | +39.4% |
| Destination Wealth Management | Wealth advisor | 678.0K | $34.5M | 0.9% | +5.0% |
| LJI Wealth Management, LLC | Wealth advisor | 651.5K | $33.2M | 5.3% | -0.6% |
| Walker Financial Services, Inc. | Wealth advisor | 650.3K | $33.1M | 11.3% | +18.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 608.1K | $31.0M | 0.1% | +6.8% |
| Focus Partners Wealth | Wealth advisor | 606.1K | $30.9M | 0.0% | +1.3% |
| RMG Wealth Management LLC | Wealth advisor | 601.1K | $30.6M | 3.5% | New |
| Occidental Asset Management, LLC | Other | 539.0K | $27.5M | 3.3% | -3.1% |
| Towercrest Capital Management | Wealth advisor | 537.2K | $27.4M | 4.3% | -4.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 531.6K | $27.1M | 0.0% | +26.0% |
| US BANCORP \DE\ | Wealth advisor | 494.4K | $25.2M | 0.0% | +2.6% |
| HighTower Advisors, LLC | Diversified mechanical | 470.0K | $23.9M | 0.0% | -0.2% |
| LaFleur & Godfrey LLC ★2 | Fundamental diversified | 466.1K | $23.7M | 3.0% | +14.9% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 407.6K | $20.8M | 0.1% | -2.6% |
| Willis Johnson & Associates, Inc. | Wealth advisor | 406.8K | $20.7M | 1.2% | +1.8% |
| Diversified Portfolios, Inc. | Wealth advisor | 393.7K | $20.1M | 1.6% | -2.2% |
| Financial Sense Advisors, Inc. | Other | 387.3K | $19.7M | 4.0% | -37.3% |
| Modera Wealth Management, LLC | Wealth advisor | 368.4K | $18.8M | 0.2% | -5.3% |
| GOLDMAN SACHS GROUP INC | Bank broker | 346.7K | $17.7M | 0.0% | -5.6% |
| Proficio Capital Partners LLC | Wealth advisor | 343.3K | $17.5M | 0.9% | -2.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 339.3K | $17.3M | 0.0% | -22.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.