TLH institutional holders

iShares 10-20 Year Treasury Bond ETF · 639 reporting institutions · $10.8B reported value

Funds that can replace TLH · TLH return decomposition

Institutional holdings

Institutions reporting TLH, largest first
InstitutionReported positionAdvisors at firmReport period
Envestnet Pmc$2B602026-06-30
Forum Financial Management, LP$971.5M1162026-06-30
Bank of America Corp /de$708.1M02026-06-30
Lpl Financial LLC$673.5M23,4582026-06-30
Blackrock, Inc.$472.7M02026-06-30
Morgan Stanley$355.3M23,1852026-06-30
Jpmorgan Chase & Co$353.6M02026-06-30
Truist Financial Corp$301.3M02026-06-30
Ameriprise Financial Inc$246M02026-06-30
Assetmark, Inc$245.5M2202026-06-30
Envestnet Portfolio Solutions, Inc.$229.6M32026-06-30
Dynasty Wealth Management, LLC$205.7M142026-06-30
Stifel Financial Corp$175.3M02026-06-30
Cetera Investment Advisers$166.8M10,3702026-06-30
Wells Fargo & Company/mn$166.7M02026-06-30
Cwm, LLC$157M6672026-03-31
Mather Group, Llc.$154.3M1102026-06-30
Riverfront Investment Group, LLC$133M302026-06-30
MML Investors Services, LLC$119.7M5,1202026-06-30
Bank of New York Mellon Corp$111.4M02026-06-30
Newedge Advisors$93.4M6012026-06-30
Destination Wealth Management$89.4M372026-06-30
Hamilton Capital Partners, LLC$86M22026-06-30
Benjamin Edwards Inc$83.9M02026-06-30
Raymond James Financial Inc$81.2M02026-06-30
Quotient Wealth Partners, LLC$71.6M362026-06-30
First Citizens Bank & Trust Co$67.5M02026-06-30
Royal Bank of Canada$66.4M02026-06-30
Openarc Corporate Advisory, LLC$61.1M1232026-06-30
Sanctuary Advisors, LLC$60.3M4012026-06-30
Sagespring Wealth Partners$56.4M1262026-06-30
Northwestern Mutual Wealth Management Co$52.1M02026-06-30
Cerity Partners Ocio LLC$50.6M22026-06-30
Commonwealth Equity Services, LLC$49.9M2,8632026-06-30
UBS Group AG$49.4M02026-06-30
Foundations Investment Advisors, LLC$48.6M3022026-06-30
United Capital Financial Advisors, LLC$45.8M1662026-06-30
Mai Capital Management$41.2M3082026-06-30
Osaic Holdings, Inc.$39.5M02026-06-30
Jb Capital LLC$37.2M262026-06-30
Confluence Investment Management LLC$33.7M82026-06-30
Wealth Enhancement Advisory Services, LLC$29.4M1,0262026-06-30
Steward Partners Investment Advisory, LLC$28.3M4812026-06-30
US Bancorp$27.8M02026-06-30
Watchman Group, Inc.$27.6M52026-06-30
Banco Santander, S.A.$26.4M02026-06-30
Castleark Management LLC$25.9M02026-06-30
Rockefeller Capital Management LP$23.8M3462026-06-30
Pinnacle Financial Partners, Inc.$22.3M02026-06-30
Creativeone Wealth, LLC$22.1M2212026-06-30
Modern Wealth Management, LLC$21.6M1612026-06-30
Savvy Advisors, Inc.$20.9M2142026-06-30
Vise Technologies, Inc.$18.7M02026-06-30
Summit Asset Management, LLC$17.8M62026-06-30
Arrow Financial Corp$17.7M02026-06-30
Jones Financial Companies LLLP$17.7M02026-06-30
High Falls Advisors, Inc$17.5M02025-12-31
Hightower Advisors, LLC$17.5M1,0462026-06-30
Mgo One Seven LLC$17.4M1182026-06-30
&partners$17.1M5552026-06-30
Goelzer Investment Management, Inc.$17M232026-06-30
McKinley Carter Wealth Services, Inc.$16.7M252026-06-30
Icon Wealth Advisors, LLC$16M182026-06-30
Atria Investments, Inc$15.9M62026-06-30
Iht Wealth Management LLC$15.8M1592026-06-30
Affinity Capital Advisors, LLC$15.6M52026-06-30
Cascade Financial Partners, LLC$15.5M72026-06-30
Stone House Investment Management, LLC$15M192026-06-30
Northcoast Asset Management LLC$14.6M312026-06-30
Able Financial Group, LLC$14.6M92026-06-30
Keel Point, LLC$14.5M492026-06-30
Mlg Wealth Management Dba Pine Grove Financial Group$13.9M02025-12-31
Steelpeak Wealth, LLC$13.8M422026-06-30
Kelly Financial Services LLC$13.2M72026-06-30
Arvest Investments, Inc.$12.8M2042026-06-30
Trek Financial, LLC$12.7M632026-06-30
State Farm Mutual Automobile Insurance Co$12.5M02026-06-30
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$12.4M1032026-06-30
Net Worth Advisory Group, LLC$12.3M152026-06-30
Equitable Holdings, Inc.$12.2M02026-06-30
Integrity Alliance, Llc.$11.2M3532026-06-30
Goldman Sachs Group Inc$10.5M02026-06-30
Orion Porfolio Solutions, LLC$10.4M1992026-06-30
Avantax Planning Partners, Inc.$10.1M102026-06-30
Sharkey, Howes & Javer$10M92026-06-30
Concurrent Investment Advisors, LLC$9.6M3492026-06-30
Harvest Portfolios Group Inc.$9.2M02026-06-30
Liberty Wealth Management LLC$8.8M252026-06-30
Evergreen Private Wealth LLC$8.5M42026-06-30
Beacon Financial Group$8.3M82026-06-30
Farther Finance Advisors, LLC$8.3M3342026-06-30
Ifp Advisors, Inc$8.1M3182026-06-30
Pax Financial Group, LLC$7.8M152026-06-30
Strategic Blueprint, LLC$7.7M552026-06-30
Royal Fund Management, LLC$7.7M832026-06-30
Global Retirement Partners LLC$7.6M4912026-06-30
Creative Planning$7.5M1,1712026-06-30
Elevated Financial Group LLC$7.3M72026-06-30
Brookstone Capital Management$7.3M3372026-06-30
Arax Advisory Partners$7.2M2322026-06-30
Angeles Wealth Management, LLC$7.1M92026-06-30
Ewa, LLC$7.1M92026-06-30
Keystone Financial Services$7.1M42026-06-30
Scotia Capital Inc.$7.1M02026-06-30
Principal Securities, Inc.$7M1,4632026-06-30
Mariner, LLC$6.9M02026-06-30
Diversify Advisory Services, LLC$6.8M1162026-06-30
Diversify Wealth Management, LLC$6.8M782026-06-30
Stokes Family Office LLC$6.8M122026-06-30
Gries Financial LLC$6.5M02025-09-30
Invst, LLC$6.5M332026-06-30
Prospera Financial Services, Inc.$6.4M2702026-06-30
Regal Investment Advisors LLC$6.4M1172026-06-30
Stratos Wealth Partners, Ltd.$6.4M3862026-06-30
Bay Harbor Wealth Management, LLC$6.1M32026-06-30
World Investment Advisors$6.1M3592026-06-30
Legacy Financial Group LLC$6.1M82026-06-30
Captrust Financial Advisors$6.1M9622026-06-30
Goodman Advisory Group, LLC$6M62026-06-30
Spc Financial, Inc.$6M02025-09-30
The Wealth Alliance, LLC$5.9M122026-06-30
Van Hulzen Asset Management, LLC$5.9M192026-06-30
Highpoint Advisor Group LLC$5.8M1142026-06-30
Bcgm Wealth Management, LLC$5.8M112026-06-30
One Advisory Partners, LLC$5.7M72026-06-30
Premier Path Wealth Partners, LLC$5.6M72026-06-30
Cresta Advisors, Ltd.$5.5M62026-06-30
Blue Trust, Inc.$5.5M02026-06-30
Kestra Private Wealth Services, LLC$5.4M2062026-06-30
Focus Partners Wealth$5.4M1,0482026-06-30
Gateway Wealth Partners, LLC$5.3M1012026-06-30
Alphacore Capital LLC$5.2M692026-06-30
Fidelity D & D Bancorp Inc$5.2M02026-06-30
True Vision Mn LLC$5.1M02026-03-31
Quadrature Capital Ltd$5.1M02026-06-30
Migdal Insurance & Financial Holdings Ltd.$5.1M02026-06-30
Ranch Capital Advisors Inc.$5.1M62026-06-30
Founders Financial Alliance, LLC$5.1M322026-06-30
Susquehanna International Group, LLP$5M02026-06-30
Shilanski & Associates, Inc.$5M02025-09-30
Cobblestone Asset Management LLC$5M42026-06-30
Professional Financial Management, Inc.$4.9M32026-06-30
Sigfig Wealth Management, LLC$4.8M42026-06-30
Wcg Wealth Advisors LLC$4.7M1302026-06-30
Shared Vision Wealth Group LLC$4.6M32026-06-30
Endeavor Private Wealth, Inc.$4.6M122026-06-30
Focus Partners Advisor Solutions, LLC$4.6M422026-06-30
Resolute Wealth Advisor, Inc.$4.6M32026-06-30
Citigroup Inc$4.5M02026-06-30
Merit Financial Group, LLC$4.4M2952026-06-30
Rfg Advisory, LLC$4.4M1912026-06-30
Advus Financial Partners, LLC$4.3M102026-06-30
Watershed Private Wealth LLC$4.3M32026-06-30
Storen Legacy Partners, LLC$4.3M72026-06-30
Unique Wealth, LLC$4.2M142026-06-30
Integrated Wealth Concepts LLC$4.2M4802026-06-30
Claro Advisors Inc.$4.1M202026-06-30
Golden State Wealth Management, LLC$4.1M472026-06-30
Core Wealth Advisors, LLC$4M32026-06-30
McNaughton Wealth Management, LLC$4M42026-06-30
Simplicity Wealth, LLC$4M02026-06-30
Smartleaf Asset Management LLC$3.9M92026-06-30
Comerica Bank$3.9M02025-12-31
Advisory Services Network$3.8M2532026-06-30
Modus Advisors, LLC$3.8M42026-06-30
Sovran Advisors, LLC$3.8M702026-06-30
Bedminster, LLC$3.7M22026-06-30
Twin Peaks Wealth Advisors, LLC$3.7M102026-06-30
Surience Private Wealth LLC$3.6M22026-06-30
Geneos Wealth Management, Inc.$3.5M1932026-06-30
Systelligence, LLC$3.5M32026-06-30
Kestra Advisory Services, LLC$3.4M1,4792026-06-30
Lfa - Lugano Financial Advisors SA$3.4M02026-06-30
Cornerstone Planning Group LLC$3.4M232026-06-30
Centurion Wealth Management LLC$3.3M62026-06-30
Polaris Investment Advisors, LLC$3.3M22026-06-30
Salient Wealth Planning$3.3M32026-06-30
Certus Wealth Management, LLC$3.2M02025-09-30
Fifth Third Bancorp$3.2M02026-06-30
Corient Private Wealth LP$3.1M6742026-06-30
Centerline Wealth Advisors, LLC$3.1M42026-06-30
5t Wealth, LLC$3.1M42026-06-30
Krilogy$3.1M642026-06-30
Vestgen Advisors, LLC$3.1M582026-06-30
One Wealth Capital Management, LLC$3M52026-06-30
Vestmark Advisory Solutions, Inc.$3M82026-06-30
Baird Financial Group, Inc.$3M02026-06-30
Commonwealth Financial Services, LLC$3M152026-06-30
Csenge Advisory Group$2.9M752026-06-30
Clarus Wealth Advisors, LLC$2.9M122026-06-30
Swmg, LLC$2.9M82026-06-30
A4 Wealth Advisors LLC$2.8M62026-06-30
Wealthshield Partners, LLC$2.8M02026-06-30
Elevation Point Wealth Partners, LLC$2.7M562026-06-30
Lansing Street Advisors$2.7M62026-06-30
Apollon Wealth Management, LLC$2.7M1512026-06-30
Hoxton Planning & Management, LLC$2.7M52026-06-30
Heck Capital Advisors, LLC$2.7M242026-06-30
Integrated Advisors Network LLC$2.6M792026-06-30
Robbins Farley$2.6M42026-06-30
Cypress Wealth Services, LLC$2.6M142026-06-30
Rothschild Wealth LLC$2.5M312026-06-30
Cyndeo Wealth Partners$2.5M202026-06-30
Center for Asset Management, LLC$2.5M22026-06-30
Focus Financial$2.5M1212026-06-30
Echo45 Advisors LLC$2.4M62026-06-30
Forte Asset Management, LLC$2.4M22026-06-30
Able Wealth Management LLC$2.4M52026-06-30
Alterna Wealth Management, Inc$2.3M292026-06-30
Trustmark Bank Trust Department$2.3M02026-06-30
Venturi Wealth Management, LLC$2.3M202026-06-30
Horst & Graben Wealth Management, LLC$2.3M52026-06-30
May Hill Capital, LLC$2.3M32026-06-30
Braun-Bostich & Associates Inc.$2.3M42026-06-30
Snowden Capital Advisors LLC$2.3M1222026-06-30
Pinion Wealth Management, LLC$2.2M82026-06-30
Collective Family Office, LLC$2.2M42026-06-30
Values First Advisors, Inc.$2.2M72026-06-30
Etesian Wealth Advisors, Inc.$2M72026-06-30
Saxony Capital Management, LLC$2M412026-06-30
Beacon Bridge Wealth Partners, LLC$2M62026-06-30
Veltria Advisors Corp.$2M32026-06-30
Portfolio Resources Advisor Group, Inc.$2M112026-06-30
Avid Wealth Partners LLC$1.9M72026-06-30
Fermata Advisors$1.9M132026-06-30
Traveka Wealth, LLC$1.9M32026-06-30
Scarborough Advisors, LLC$1.9M152026-06-30
Leavell Investment Management, Inc.$1.9M252026-06-30
Checchi Capital Advisers, LLC$1.9M82026-06-30
Keebeck Wealth Management$1.9M52026-06-30
Composition Wealth, LLC$1.9M762026-06-30
Copperleaf Capital, LLC$1.8M42025-09-30
Contango Wealth Management LLC$1.8M22026-03-31
Private Advisor Group, LLC$1.8M9272026-06-30
Compass Financial Management LLC$1.8M462026-06-30
Bamboo Wealth Strategies$1.7M52026-06-30
Pathstone Holdings, LLC$1.7M02026-06-30
Pinnacle Financial Partners Inc$1.7M02025-09-30
Eq LLC$1.7M92026-06-30
Ae Wealth Management LLC$1.7M4712026-06-30
Independent Financial Group, LLC$1.7M4812026-06-30
Lifeplan Investment Advisors, Inc.$1.7M42026-06-30
Integrity Advisory Solutions, LLC$1.7M1272026-06-30
Carr Financial Group Corp$1.7M62026-06-30
B. Riley Wealth Advisors, Inc.$1.7M1702026-06-30
Legacy Private Trust Co.$1.7M02026-06-30
Succession Financial, Inc$1.7M32026-06-30
Bcu Wealth Advisors, LLC$1.6M152026-06-30
Mercer Global Advisors Inc /adv$1.6M02026-06-30
Kilter Group LLC$1.6M82026-06-30

The 250 largest of 639 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30