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Public ownership evidence

iShares 20+ Year Treasury Bond ETF (TLT) Ownership Disclosures

Read TLT insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2921,053$1,916,470None
Corient Private Wealth LP2026-06-302026-08-2852,784$4,561,619None
Redwood Investment Management, LLC2024-12-312026-08-2824,766$2,163,000None
Redwood Investment Management, LLC2025-03-312026-08-289,019$821,000None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-283,941$340,552None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-283,028$262,468None
AFFINITY WEALTH LLC2025-12-312026-08-2790$7,844None
AFFINITY WEALTH LLC2025-09-302026-08-2790$8,043None
AFFINITY WEALTH LLC2025-06-302026-08-2712$1,059None
AFFINITY WEALTH LLC2025-03-312026-08-2712$1,092None
AFFINITY WEALTH LLC2024-12-312026-08-2712$1,048None
Principia Wealth Advisory, LLC2026-03-312026-08-27835$72,386None
Advisors Asset Management, Inc.2024-03-312026-08-271,784$168,802None
Advisors Asset Management, Inc.2025-03-312026-08-278,401$764,743None
Advisors Asset Management, Inc.2025-09-302026-08-277,656$684,217None
Advisors Asset Management, Inc.2023-12-312026-08-27703$69,513None
WILLIAM JOHN SEMPOLINSKI2026-03-312026-08-2729,460$2,553,887None
WILLIAM JOHN SEMPOLINSKI2025-12-312026-08-2730,980$2,700,217None
Dakota Wealth Management2025-09-302026-08-27145,246$12,980,653None
Dakota Wealth Management2025-12-312026-08-27208,694$18,189,746None
Dakota Wealth Management2026-03-312026-08-27236,563$20,507,650None
Redwood Investment Management, LLC2025-12-312026-08-2718,271$1,592,000None
Advus Financial Partners, LLC2026-03-312026-08-263,296$285,730None
Advus Financial Partners, LLC2025-12-312026-08-263,913$341,057None
Advus Financial Partners, LLC2025-09-302026-08-264,095$365,970None
Advus Financial Partners, LLC2025-06-302026-08-2613,497$1,191,110None
Advus Financial Partners, LLC2025-03-312026-08-2624,764$2,254,267None
Advus Financial Partners, LLC2024-12-312026-08-2630,340$2,649,592None
Advus Financial Partners, LLC2024-09-302026-08-2637,025$3,632,153None
Advus Financial Partners, LLC2024-06-302026-08-2640,071$3,677,716None
Advus Financial Partners, LLC2024-03-312026-08-2641,567$3,933,070None
Advus Financial Partners, LLC2023-12-312026-08-2639,904$3,945,708None
Advus Financial Partners, LLC2023-09-302026-08-2636,953$3,277,362None
Advus Financial Partners, LLC2022-03-312026-08-262,894$382,240None
Advus Financial Partners, LLC2021-09-302026-08-262,982$441,903None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-267,657$667,384None
Advisors Asset Management, Inc.2025-06-302026-08-258,971$791,691None
Kings Path Partners LLC2026-03-312026-08-221,182$102,468None
Advisors Asset Management, Inc.2024-09-302026-08-225,281$518,066None
Advisors Asset Management, Inc.2024-06-302026-08-223,376$309,849None
Advisors Asset Management, Inc.2024-12-312026-08-227,550$659,342None
Advisors Asset Management, Inc.2025-12-312026-08-225,633$490,972None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-225,639$487,322None
Harvest Fund Management Co., Ltd2026-06-302026-08-21429$37,000None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-2156$4,840None
Custos Family Office, LLC2026-03-312026-08-2075,381$6,534,777None
Custos Family Office, LLC2026-06-302026-08-2076,217$6,586,689None
Kingsview Wealth Management, LLC2026-06-302026-08-2022,193$1,917,930None
Kingsview Wealth Management, LLC2026-06-302026-08-20137,216$11,858,207None
Archer Investment Corp2026-06-302026-08-2079$6,827None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.