F/M US Treasury 12 Month BilOBILETF
13F holders, Q2 2026 (June 30)65holders +2
6new positions
6sold out
1famous investor
$49.98avg. 13F price*
At the end of Q2 2026, 65 institutions reported holding F/M US Treasury 12 Month Bil (OBIL) in their 13F filings, up 2 from Q1 2026. 6 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($58.7M), MML Investors Services, LLC ($17.8M) and Morgan Stanley ($13.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- F/M US Treasury 12 Month Bil
- Filed as
- RBB FD INC (Q2 2026)
- CUSIP
- 74933W478
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.4M |
| Exits | 6 | $6.5M |
All 13F filers, Q1 2026 → Q2 2026: 257,395 shares bought and 676,098 shares sold, net −418,703 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| LPL Financial LLC | 0.01% | Reduce -8.9% | 1,174,164 | $58.7M |
| MML Investors Services, LLC | 0.04% | Add +18.9% | 356,852 | $17.8M |
| Morgan Stanley | 0.00% | Add +5.1% | 267,580 | $13.4M |
| Stifel Financial Corp. | 0.01% | Reduce -6.8% | 237,223 | $11.9M |
| Equitable Holdings, Inc. | 0.05% | Add +6.0% | 177,803 | $8.9M |
| Nations Financial Group Inc, /Ia/ | 0.42% | Add +17.1% | 174,973 | $8.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.9% | 169,833 | $8.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -24.7% | 122,426 | $6.1M |
| UBS Group AG | 0.00% | Reduce -11.7% | 101,189 | $5.1M |
| Sunrise Financial Services, LLC | 2.42% | Add +9.3% | 81,444 | $4.1M |
| Alpine Bank Wealth Management | 0.49% | Add +7.5% | 75,929 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -61.6% | 46,523 | $2.3M |
| Private Advisor Group, LLC | 0.01% | Add +18.5% | 43,346 | $2.2M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +13.7% | 40,336 | $2.0M |
| Truist Financial Corp. | 0.00% | Reduce -11.2% | 39,974 | $2.0M |
| Heck Capital Advisors, LLC | 0.12% | Add +31.6% | 39,273 | $2.0M |
| Formidable Asset Management, LLC | 0.31% | Add +0.7% | 38,658 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -37.2% | 36,665 | $1.8M |
| Tower Research Capital LLC (TRC) | 0.04% | New | 29,837 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +213.8% | 29,652 | $1.5M |
| Marshall & Sterling Wealth Advisors Inc. | 0.80% | Add +0.5% | 27,152 | $1.4M |
| Lido Advisors, LLC | 0.00% | Reduce -12.2% | 24,959 | $1.2M |
| KPP Advisory Services LLC | 0.13% | No change | 21,273 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.6% | 20,899 | $1.0M |
| Jane Street Group, LLC | 0.00% | Add +190.3% | 19,243 | $962K |
| Main Street Financial Solutions, LLC | 0.06% | Reduce -46.1% | 19,202 | $960K |
| Curran Financial Partners, LLC | 0.13% | Reduce -4.1% | 17,768 | $888K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -14.5% | 17,558 | $878K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.2% | 16,690 | $834K |
| Crew Capital Management, Ltd | 0.42% | Add +29.7% | 15,326 | $766K |
| NewEdge Advisors, LLC | 0.00% | Add +0.9% | 14,069 | $703K |
| Crescent Grove Advisors, LLC | 0.06% | No change | 14,055 | $702K |
| 49 Wealth Management, LLC | 0.12% | Reduce -94.8% | 12,629 | $631K |
| Alongside, LLC | 0.12% | — | 12,629 | $631K |
| GTS Securities LLC | 0.01% | Add +62.1% | 12,215 | $610K |
| Mgo One Seven LLC | 0.01% | Add +12.7% | 11,719 | $586K |
| Global View Capital Management LLC | 0.12% | Reduce -2.1% | 11,501 | $575K |
| Amplius Wealth Advisors, LLC | 0.04% | Reduce -16.9% | 11,198 | $560K |
| HighPoint Advisor Group LLC | 0.02% | Add +0.2% | 10,264 | $513K |
| World Investment Advisors | 0.01% | No change | 10,087 | $505K |
| Valtinson Bruner Financial Planning LLC | 0.13% | Add +0.1% | 10,019 | $501K |
| Retirement Capital Strategies | 0.17% | Reduce -17.4% | 10,010 | $500K |
| Global Retirement Partners, LLC | 0.01% | — | 8,556 | $428K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +46.4% | 8,031 | $401K |
| Citadel Advisors | 0.00% | New | 7,851 | $392K |
| Sax Wealth Advisors, LLC | 0.01% | Reduce -16.4% | 6,945 | $348K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -4.7% | 6,655 | $333K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.5% | 6,627 | $331K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -16.1% | 6,388 | $319K |
| Sigma Planning Corp | 0.01% | Reduce -8.5% | 5,801 | $290K |
| Western Wealth Management, LLC | 0.01% | New | 5,097 | $255K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 5,000 | $250K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 4,657 | $233K |
| Crews Bank & Trust | 0.02% | No change | 3,600 | $180K |
| IFP Advisors, Inc | 0.00% | No change | 3,397 | $170K |
| CENTRAL TRUST Co | 0.00% | No change | 1,000 | $50K |
| Jones Financial Companies LLLP | 0.00% | New | 807 | $40K |
| Osaic Holdings, Inc. | 0.00% | No change | 500 | $25K |
| Lanark Financial, Inc. | 0.00% | No change | 500 | $25K |
| FMR LLC | 0.00% | No change | 231 | $12K |
| Front Row Advisors LLC | 0.00% | No change | 200 | $10K |
| IFG Advisory, LLC | 0.00% | New | 200 | $10K |
| Financial Gravity Companies, Inc. | 0.00% | — | 144 | $7K |
| Founders Financial Alliance, LLC | 0.00% | No change | 25 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $107 |
"% of holder's portfolio" is OBIL's weight in each manager's 13F, not the share of F/M US Treasury 12 Month Bil the manager owns.