F/M US Treasury 12 Month BilOBILETF
13F holders, Q4 2024 (December 31)54holders +2
5new positions
5sold out
1famous investor
$50.06avg. 13F price*
At the end of Q4 2024, 54 institutions reported holding F/M US Treasury 12 Month Bil (OBIL) in their 13F filings, up 2 from Q3 2024. 5 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($47.5M), Wealthquest Corp ($35.1M) and Stifel Financial Corp. ($16.1M). 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 (Q4 2024)
- CUSIP
- 74933W478
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $6.4M |
| Exits | 5 | $4.1M |
All 13F filers, Q3 2024 → Q4 2024: 756,425 shares bought and 252,998 shares sold, net +503,427 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| LPL Financial LLC | 0.02% | Add +33.8% | 948,752 | $47.5M |
| Wealthquest Corp | 2.85% | Add +4.9% | 700,602 | $35.1M |
| Stifel Financial Corp. | 0.02% | Reduce -27.5% | 320,861 | $16.1M |
| MML Investors Services, LLC | 0.05% | Add +62.1% | 286,861 | $14.4M |
| 49 Wealth Management, LLC | 1.97% | Add +27.9% | 276,194 | $13.8M |
| Acorn Financial Advisory Services Inc. | 0.78% | Reduce -2.4% | 94,034 | $4.7M |
| Susquehanna International Group, LLP | 0.01% | New | 91,696 | $4.6M |
| Nations Financial Group Inc, /Ia/ | 0.32% | Add +22.8% | 86,109 | $4.3M |
| Lido Advisors, LLC | 0.03% | Add +73.5% | 84,635 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +108.4% | 71,259 | $3.6M |
| UBS Group AG | 0.00% | Add +93.9% | 66,637 | $3.3M |
| Raymond James Financial Inc. | 0.00% | — | 53,533 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.6% | 48,953 | $2.5M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +352.2% | 47,756 | $2.4M |
| Equitable Holdings, Inc. | 0.02% | Add +11.8% | 47,225 | $2.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -5.5% | 45,296 | $2.3M |
| Formidable Asset Management, LLC | 0.33% | Reduce -0.2% | 40,076 | $2.0M |
| Mendel Money Management | 0.65% | Add +5.5% | 29,025 | $1.5M |
| Gentry Private Wealth, LLC | 5.62% | No change | 27,000 | $1.4M |
| GoalVest Advisory LLC | 0.37% | No change | 27,000 | $1.4M |
| Amplius Wealth Advisors, LLC | 0.13% | Reduce -42.6% | 24,414 | $1.2M |
| Jane Street Group, LLC | 0.00% | Add +65.8% | 20,709 | $1.0M |
| Global View Capital Management LLC | 0.33% | — | 18,644 | $932K |
| Denver Wealth Management, Inc. | 0.39% | Reduce -4.6% | 17,296 | $866K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.7% | 16,988 | $850K |
| Kingsview Wealth Management, LLC | 0.02% | Add +72.1% | 16,181 | $810K |
| Spinnaker Investment Group, LLC | 0.16% | Reduce -55.3% | 13,581 | $680K |
| Curran Financial Partners, LLC | 0.16% | Reduce -15.9% | 12,300 | $616K |
| Heck Capital Advisors, LLC | 0.07% | New | 11,654 | $583K |
| Private Advisor Group, LLC | 0.00% | Reduce -19.9% | 11,577 | $580K |
| Revolve Wealth Partners, LLC | 0.08% | Reduce -10.1% | 10,866 | $544K |
| Independent Advisor Alliance | 0.01% | New | 10,791 | $540K |
| Sigma Planning Corp | 0.02% | Reduce -1.3% | 10,021 | $502K |
| Retirement Capital Strategies | 0.19% | New | 10,000 | $501K |
| Private Portfolio Partners LLC | 0.08% | Add +31.1% | 9,055 | $453K |
| Valtinson Bruner Financial Planning LLC | 0.16% | No change | 8,978 | $449K |
| Citadel Advisors | 0.00% | Add +62.2% | 7,922 | $397K |
| Marino, Stram & Associates LLC | 0.08% | Reduce -6.1% | 7,288 | $365K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -10.1% | 5,202 | $260K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 5,000 | $250K |
| Cetera Investment Advisers | 0.00% | Add +6.9% | 4,651 | $233K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -12.8% | 4,567 | $229K |
| MBL Wealth, LLC | 0.02% | No change | 4,035 | $202K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 4,020 | $201K |
| Crews Bank & Trust | 0.03% | — | 3,200 | $160K |
| MPWM Advisory Solutions, LLC | 0.04% | — | 1,000 | $50K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,000 | $50K |
| Financial Gravity Companies, Inc. | 0.01% | No change | 767 | $38K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | — | 701 | $35K |
| Front Row Advisors LLC | 0.00% | No change | 200 | $10K |
| Morgan Stanley | 0.00% | Add +1.0% | 101 | $5K |
| Royal Bank of Canada | 0.00% | No change | 100 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $104 |
| Lanark Financial, Inc. | 0.01% | — | 1 | $75 |
"% 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.