F/M US Treasury 12 Month BilOBILETF
13F holders, Q1 2024 (March 31)43holders
1famous investor
$49.96avg. 13F price*
At the end of Q1 2024, 43 institutions reported holding F/M US Treasury 12 Month Bil (OBIL) in their 13F filings. The largest holders were Wealthquest Corp ($31.0M), LPL Financial LLC ($29.2M) and Stifel Financial Corp. ($9.9M). 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 (Q1 2024)
- CUSIP
- 74933W478
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.6M |
| Exits | 3 | $493K |
Ownership 43 holders
| Wealthquest Corp | 3.32% | Add +0.3% | 619,956 | $31.0M |
| LPL Financial LLC | 0.02% | Add +6.3% | 584,139 | $29.2M |
| Stifel Financial Corp. | 0.01% | Reduce -18.3% | 198,503 | $9.9M |
| MML Investors Services, LLC | 0.03% | Add +65.5% | 141,447 | $7.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +20.2% | 114,080 | $5.7M |
| Stratos Wealth Advisors, LLC | 0.33% | Reduce -0.5% | 110,716 | $5.5M |
| Acorn Financial Advisory Services Inc. | 0.84% | Add +232.8% | 89,533 | $4.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -19.6% | 75,480 | $3.8M |
| Amplius Wealth Advisors, LLC | 0.39% | Reduce -83.6% | 68,766 | $3.4M |
| F/m Investments LLC | 2.11% | Reduce -3.3% | 62,253 | $3.1M |
| Equitable Holdings, Inc. | 0.03% | Add +28.6% | 59,484 | $3.0M |
| Formidable Asset Management, LLC | 0.35% | Add +25.0% | 42,630 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +50.2% | 37,209 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -22.4% | 36,878 | $1.8M |
| Kraft, Davis & Associates, LLC | 0.51% | Add +1.6% | 34,173 | $1.7M |
| Ritholtz Wealth Management | 0.05% | Add +564.9% | 27,764 | $1.4M |
| Jane Street Group, LLC | 0.00% | Add +25.7% | 24,195 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +3.1% | 20,898 | $1.0M |
| First Heartland Consultants, Inc. | 0.10% | Reduce -26.1% | 19,703 | $984K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -3.9% | 17,400 | $869K |
| Denver Wealth Management, Inc. | 0.44% | Add +68.6% | 17,326 | $866K |
| UBS Group AG | 0.00% | Reduce -53.9% | 15,799 | $789K |
| Avantax Advisory Services, Inc. | 0.01% | Add +27.8% | 13,388 | $669K |
| Spinnaker Investment Group, LLC | 0.16% | Add +0.6% | 11,179 | $559K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 10,859 | $543K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -19.3% | 7,750 | $387K |
| Lido Advisors, LLC | 0.00% | Reduce -4.8% | 7,671 | $383K |
| Citadel Advisors | 0.00% | New | 7,384 | $369K |
| Raymond James Trust N.A. | 0.01% | New | 7,210 | $360K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.3% | 6,745 | $337K |
| Marino, Stram & Associates LLC | 0.08% | Add +26.1% | 6,630 | $331K |
| Sigma Planning Corp | 0.01% | New | 5,614 | $280K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -15.2% | 5,265 | $263K |
| Private Advisor Group, LLC | 0.00% | Reduce -8.1% | 4,950 | $247K |
| Wells Fargo & Company | 0.00% | Reduce -25.2% | 3,753 | $188K |
| Global Retirement Partners, LLC | 0.00% | Reduce -2.0% | 1,000 | $50K |
| Principal Securities, Inc. | 0.00% | New | 600 | $30K |
| Lanark Financial, Inc. | 0.00% | New | 500 | $24K |
| Front Row Advisors LLC | 0.00% | No change | 200 | $10K |
| Royal Bank of Canada | 0.00% | No change | 100 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $100 |
| Morgan Stanley | 0.00% | New | 1 | $69 |
| FMR LLC | 0.00% | New | 1 | $50 |
"% 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.