TLT — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns TLT? 51 Institutions Hold $150M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (TLT)? 51 institutions reported holding $150.10M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Insight Wealth Strategies, LLC ($25.7M), Venture Visionary Partners LLC ($16.3M), BOS Asset Management, LLC ($15.4M).

Rank	Institution	Value	Shares	Change
1	Insight Wealth Strategies, LLC	$25.7M	330,227	Added
2	Venture Visionary Partners LLC	$16.3M	209,633	Added
3	BOS Asset Management, LLC	$15.4M	197,502	Trimmed
4	Financial Enhancement Group LLC	$13.1M	170,442	Added
5	Deane Retirement Strategies, Inc.	$12.4M	159,113	New
6	Farther Finance Advisors, LLC	$12.2M	157,182	Trimmed
7	Heartwood Wealth Advisors LLC	$9.2M	117,855	Added
8	Legacy Private Trust Co.	$7.7M	99,639	Added
9	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	$7.1M	91,707	New
10	Ballew Advisors, Inc	$5.5M	70,820	Added
11	CANANDAIGUA NATIONAL BANK & TRUST CO	$5.0M	64,789	Trimmed
12	CoreCap Advisors, LLC	$4.5M	57,683	Trimmed
13	DKM Wealth Management, Inc.	$3.8M	48,509	Added
14	TITLEIST ASSET MANAGEMENT, LLC	$1.9M	24,911	Trimmed
15	Apeiron RIA LLC	$1.8M	23,396	Added
16	Boltwood Capital Management	$1.4M	17,709	Trimmed
17	Matrix Trust Co	$1.1M	14,419	Hold
18	JUNCTURE WEALTH STRATEGIES, LLC	$868,569	11,167	Added
19	Cooper Financial Group	$863,430	11,101	Trimmed
20	Gerald Baker Financial Group LLC	$622,078	7,998	Added
21	Avidian Wealth Enterprises, LLC	$603,131	7,754	Added
22	Global Wealth Strategies & Associates	$378,756	4,870	Trimmed
23	Tactive Advisors, LLC	$346,733	4,458	Trimmed
24	Williams & Novak, LLC	$322,243	4,143	New
25	SAPIENT CAPITAL LLC	$311,742	4,008	Added

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