TFLO — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns TFLO? 24 Institutions Hold $137M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (TFLO)? 24 institutions reported holding $136.71M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Midwest Financial Partners Investments, Inc. ($21.3M), Weaver Consulting Group ($19.8M), Farther Finance Advisors, LLC ($19.3M).

Rank	Institution	Value	Shares	Change
1	Midwest Financial Partners Investments, Inc.	$21.3M	420,997	Added
2	Weaver Consulting Group	$19.8M	391,229	Added
3	Farther Finance Advisors, LLC	$19.3M	381,270	Trimmed
4	Castle Rock Wealth Management, LLC	$18.4M	363,427	Added
5	Stonebridge Financial Group, LLC	$14.5M	285,566	Added
6	Legacy Wealth Asset Management, LLC	$11.6M	228,247	Added
7	Montecito Bank & Trust	$6.9M	135,668	Added
8	Pioneer Wealth Management Group	$5.7M	112,603	Added
9	Worth Asset Management, LLC	$5.6M	111,085	Added
10	Baring Financial LLC	$5.1M	100,850	Added
11	Tactive Advisors, LLC	$3.5M	69,091	Added
12	Intelligence Driven Advisers, LLC	$2.2M	43,297	Added
13	Wedmont Private Capital	$706,127	13,966	Added
14	Shira Ridge Wealth Management	$428,776	8,462	New
15	Athena Wealth Management, LLC	$423,383	8,356	Trimmed
16	Apella Capital, LLC	$397,617	7,867	Hold
17	WINEBRENNER CAPITAL MANAGEMENT LLC	$306,148	6,042	Hold
18	Taylor & Morgan Wealth Management, LLC	$301,088	5,942	Added
19	Investors Research Corp	$205,720	4,060	Added
20	Wealth Enhancement Trust Services, Inc.	$21,079	416	Trimmed
21	CoreCap Advisors, LLC	$17,735	350	Trimmed
22	Central Pacific Bank - Trust Division	$9,222	182	Hold
23	CX Institutional	$0	0	Exited
24	RFG - Bristol Wealth Advisors, LLC	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-09-30