TLH Institutional Ownership
iShares 10-20 Year Treasury Bond ETF
1W: +1.6%
1M: +3.5%
3M: -1.1%
YTD: -5.1%
1Y: -7.8%
3Y: +11.4%
5Y: -24.0%
$95.64
+0.01 (+0.01%)
Weekly Expected Move ±1.3%
$93
$94
$95
$97
$98
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — TLH
687
Institutional Holders
-33 vs prior quarter
0.0%
Ownership
+0.00pp
11B
Total Invested
57
New Positions
191
Increased
380
Reduced
70
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (762 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 19,652,832 | 1.9B | -3,288,038 | -14.3% | 59Q | SEC ↗ |
| 2 | Forum Financial Management, LP | 9,680,967 | 926M | +745,593 | +8.3% | 15Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 7,056,628 | 675M | -1,026,927 | -12.7% | 15Q | SEC ↗ |
| 4 | LPL Financial LLC | 6,711,248 | 642M | -1,497,772 | -18.2% | 53Q | SEC ↗ |
| 5 | BlackRock, Inc. | 4,710,306 | 450M | +104,085 | +2.3% | 8Q | SEC ↗ |
| 6 | MORGAN STANLEY | 3,540,643 | 339M | -231,051 | -6.1% | 60Q | SEC ↗ |
| 7 | JPMORGAN CHASE & CO | 3,490,075 | 334M | -603,074 | -14.7% | 29Q | SEC ↗ |
| 8 | TRUIST FINANCIAL CORP | 3,002,613 | 287M | +1,917,429 | +176.7% | 27Q | SEC ↗ |
| 9 | AMERIPRISE FINANCIAL INC | 2,455,071 | 235M | +61,014 | +2.5% | 16Q | SEC ↗ |
| 10 | ASSETMARK, INC | 2,446,904 | 234M | +176,296 | +7.8% | 31Q | SEC ↗ |
| 11 | Envestnet Portfolio Solutions, Inc. | 2,288,353 | 219M | -720,075 | -23.9% | 12Q | SEC ↗ |
| 12 | Dynasty Wealth Management, LLC | 2,050,071 | 196M | +215,080 | +11.7% | 10Q | SEC ↗ |
| 13 | STIFEL FINANCIAL CORP | 1,746,571 | 167M | +279,278 | +19.0% | 49Q | SEC ↗ |
| 14 | Cetera Investment Advisers | 1,662,099 | 159M | -444,153 | -21.1% | 25Q | SEC ↗ |
| 15 | WELLS FARGO & COMPANY/MN | 1,660,729 | 159M | -63,529 | -3.7% | 73Q | SEC ↗ |
| 16 | CWM, LLC | 1,558,713 | 149M | -32,774 | -2.1% | 18Q | SEC ↗ |
| 17 | MATHER GROUP, LLC. | 1,537,777 | 147M | +1,537,368 | +375884.6% | 2Q | SEC ↗ |
| 18 | PARK AVENUE SECURITIES LLC | 1,367,082 | 131M | -351,331 | -20.4% | 20Q | SEC ↗ |
| 19 | RiverFront Investment Group, LLC | 1,324,932 | 127M | +3,539 | +0.3% | 35Q | SEC ↗ |
| 20 | Janney Montgomery Scott LLC | 1,220,050 | 117M | -271,697 | -18.2% | 7Q | SEC ↗ |
| 21 | MML INVESTORS SERVICES, LLC | 1,192,620 | 114M | -171,707 | -12.6% | 37Q | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 1,110,583 | 106M | -186,211 | -14.4% | 20Q | SEC ↗ |
| 23 | NewEdge Advisors, LLC | 931,209 | 89M | +6,998 | +0.8% | 20Q | SEC ↗ |
| 24 | Destination Wealth Management | 891,126 | 85M | +28,305 | +3.3% | 11Q | SEC ↗ |
| 25 | HAMILTON CAPITAL PARTNERS, LLC | 857,106 | 82M | +516,455 | +151.6% | 4Q | SEC ↗ |
| 26 | BENJAMIN EDWARDS INC | 836,231 | 80M | +329,898 | +65.2% | 8Q | SEC ↗ |
| 27 | RAYMOND JAMES FINANCIAL INC | 809,038 | 77M | -94,154 | -10.4% | 7Q | SEC ↗ |
| 28 | Quotient Wealth Partners, LLC | 713,106 | 68M | +45,487 | +6.8% | 10Q | SEC ↗ |
| 29 | FIRST CITIZENS BANK & TRUST CO | 672,411 | 64M | -269,902 | -28.6% | 14Q | SEC ↗ |
| 30 | ROYAL BANK OF CANADA | 661,234 | 63M | -106,021 | -13.8% | 67Q | SEC ↗ |
| 31 | OpenArc Corporate Advisory, LLC | 608,861 | 58M | +130,503 | +27.3% | 3Q | SEC ↗ |
| 32 | Sanctuary Advisors, LLC | 600,513 | 57M | -81,177 | -11.9% | 9Q | SEC ↗ |
| 33 | SAGESPRING WEALTH PARTNERS, LLC | 561,888 | 54M | +39,115 | +7.5% | 7Q | SEC ↗ |
| 34 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 518,894 | 50M | -2,293 | -0.4% | 22Q | SEC ↗ |
| 35 | Cerity Partners OCIO LLC | 504,136 | 48M | -51,186 | -9.2% | 5Q | SEC ↗ |
| 36 | COMMONWEALTH EQUITY SERVICES, LLC | 497,357 | 48M | +183,939 | +58.7% | 20Q | SEC ↗ |
| 37 | UBS Group AG | 492,146 | 47M | -144,418 | -22.7% | 47Q | SEC ↗ |
| 38 | Foundations Investment Advisors, LLC | 484,379 | 46M | +32,687 | +7.2% | 17Q | SEC ↗ |
| 39 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 456,877 | 44M | -117,486 | -20.5% | 7Q | SEC ↗ |
| 40 | MAI Capital Management | 410,403 | 39M | +7,138 | +1.8% | 7Q | SEC ↗ |
| 41 | OSAIC HOLDINGS, INC. | 393,343 | 38M | +23,769 | +6.4% | 26Q | SEC ↗ |
| 42 | JB Capital LLC | 371,123 | 35M | -126,409 | -25.4% | 6Q | SEC ↗ |
| 43 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 335,581 | 32M | +129,713 | +63.0% | 11Q | SEC ↗ |
| 44 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 298,343 | 29M | +13,065 | +4.6% | 12Q | SEC ↗ |
| 45 | Steward Partners Investment Advisory, | 282,330 | 27M | -3,258 | -1.1% | 39Q | SEC ↗ |
| 46 | US BANCORP \DE | 277,047 | 26M | -214,394 | -43.6% | 28Q | SEC ↗ |
| 47 | Watchman Group, Inc. | 275,011 | 26M | +3,974 | +1.5% | 5Q | SEC ↗ |
| 48 | Banco Santander, S.A. NEW | 263,210 | 25M | — | +0.0% | 1Q | SEC ↗ |
| 49 | Thrivent Financial for Lutherans | 262,174 | 25M | -34,563 | -11.6% | 18Q | SEC ↗ |
| 50 | CASTLEARK MANAGEMENT LLC | 258,432 | 25M | — | +0.0% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Banco Santander, S.A. | 263,210 | 25M |
| Global Retirement Partners, LLC | 75,318 | 7M |
| Diversify Advisory Services, LLC | 69,608 | 7M |
| Quadrature Capital Ltd | 50,994 | 5M |
| SURIENCE PRIVATE WEALTH LLC | 35,460 | 3M |
| Contango Wealth Management LLC | 17,772 | 2M |
| COMPASS FINANCIAL MANAGEMENT LLC | 17,735 | 2M |
| SUCCESSION FINANCIAL, INC. | 16,522 | 2M |
| IFG Advisory, LLC | 10,115 | 967K |
| J.W. COLE ADVISORS, INC. | 6,915 | 661K |
| TWO SIGMA SECURITIES, LLC | 6,788 | 649K |
| Plancorp, LLC | 5,659 | 541K |
| Nuveen, LLC | 5,557 | 531K |
| GTS SECURITIES LLC | 5,318 | 509K |
| W.H. Cornerstone Investments Inc. | 4,616 | 441K |
| Confluence Wealth Services, Inc. | 4,461 | 427K |
| ZENITH SOLUTIONS, INC. | 4,243 | 406K |
| NORTHLAND SECURITIES, INC. | 3,927 | 376K |
| Vantus Wealth LLC | 3,762 | 360K |
| CRA Financial Services, LLC | 3,443 | 329K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| RS CRUM INC. | 290,136 | 28M |
| Estate Counselors, LLC | 265,219 | 25M |
| Teucrium Investment Advisors, LLC | 89,795 | 9M |
| DRW Securities, LLC | 66,748 | 6M |
| GenWealth Group, Inc. | 65,413 | 6M |
| Sheridan Capital Management, LLC | 60,071 | 6M |
| Nan Shan Life Insurance Co., Ltd. | 54,700 | 5M |
| ASHTON THOMAS SECURITIES, LLC | 42,248 | 4M |
| Financial & Tax Architects, LLC | 39,798 | 4M |
| Insight Advisors, LLC/ PA | 26,506 | 3M |
| West Wealth Group, LLC | 25,837 | 2M |
| Bank Julius Baer & Co. Ltd, Zurich | 25,219 | 2M |
| Veridan Wealth LLC | 23,345 | 2M |
| Itau Unibanco Holding S.A. | 18,856 | 2M |
| ShoreHaven Wealth Partners, LLC | 17,547 | 2M |
| Quadrant Private Wealth Management, | 15,544 | 1M |
| CMC Financial Group | 12,149 | 1M |
| Arete Wealth Advisors, LLC | 10,847 | 1M |
| MILESTONE ASSET MANAGEMENT, LLC | 10,034 | 960K |
| Ascentis Independent Advisors | 9,850 | 942K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| TRUIST FINANCIAL CORP | +1,917,429 | +176.7% | 3,002,613 |
| MATHER GROUP, LLC. | +1,537,368 | +375884.6% | 1,537,777 |
| Forum Financial Management, LP | +745,593 | +8.3% | 9,680,967 |
| HAMILTON CAPITAL PARTNERS, LLC | +516,455 | +151.6% | 857,106 |
| BENJAMIN EDWARDS INC | +329,898 | +65.2% | 836,231 |
| STIFEL FINANCIAL CORP | +279,278 | +19.0% | 1,746,571 |
| Dynasty Wealth Management, LLC | +215,080 | +11.7% | 2,050,071 |
| COMMONWEALTH EQUITY SERVICES, LLC | +183,939 | +58.7% | 497,357 |
| ASSETMARK, INC | +176,296 | +7.8% | 2,446,904 |
| OpenArc Corporate Advisory, LLC | +130,503 | +27.3% | 608,861 |
| CONFLUENCE INVESTMENT MANAGEMENT LL | +129,713 | +63.0% | 335,581 |
| BlackRock, Inc. | +104,085 | +2.3% | 4,710,306 |
| Vise Technologies, Inc. | +94,494 | +102.9% | 186,292 |
| Arrow Financial Corp | +85,991 | +95.3% | 176,255 |
| ABLE Financial Group, LLC | +76,831 | +112.2% | 145,297 |
| GOLDMAN SACHS GROUP INC | +72,436 | +222.9% | 104,929 |
| AMERIPRISE FINANCIAL INC | +61,014 | +2.5% | 2,455,071 |
| Rockefeller Capital Management L.P. | +59,731 | +33.8% | 236,696 |
| Founders Financial Alliance, LLC | +50,394 | +13192.1% | 50,776 |
| Arax Advisory Partners | +47,400 | +196.1% | 71,575 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -3,288,038 | -14.3% | 19,652,832 |
| LPL Financial LLC | -1,497,772 | -18.2% | 6,711,248 |
| Richard Bernstein Advisors LLC | -1,049,310 | -99.9% | 1,401 |
| BANK OF AMERICA CORP /DE | -1,026,927 | -12.7% | 7,056,628 |
| Envestnet Portfolio Solutions, Inc. | -720,075 | -23.9% | 2,288,353 |
| JPMORGAN CHASE & CO | -603,074 | -14.7% | 3,490,075 |
| Cetera Investment Advisers | -444,153 | -21.1% | 1,662,099 |
| PARK AVENUE SECURITIES LLC | -351,331 | -20.4% | 1,367,082 |
| Janney Montgomery Scott LLC | -271,697 | -18.2% | 1,220,050 |
| FIRST CITIZENS BANK & TRUST CO | -269,902 | -28.6% | 672,411 |
| MORGAN STANLEY | -231,051 | -6.1% | 3,540,643 |
| US BANCORP \DE | -214,394 | -43.6% | 277,047 |
| Bank of New York Mellon Corp | -186,211 | -14.4% | 1,110,583 |
| MML INVESTORS SERVICES, LLC | -171,707 | -12.6% | 1,192,620 |
| UBS Group AG | -144,418 | -22.7% | 492,146 |
| Triad Wealth Partners, LLC | -141,965 | -95.6% | 6,488 |
| Commonwealth Financial Services, LL | -133,799 | -81.9% | 29,538 |
| JB Capital LLC | -126,409 | -25.4% | 371,123 |
| Johnson Bixby & Associates, LLC | -124,661 | -97.1% | 3,683 |
| UNITED CAPITAL FINANCIAL ADVISORS, | -117,486 | -20.5% | 456,877 |