F/M US Treasury 12 Month BilOBILETF
13F holders, Q1 2025 (March 31)60holders +6
12new positions
5sold out
1famous investor
$50.20avg. 13F price*
At the end of Q1 2025, 60 institutions reported holding F/M US Treasury 12 Month Bil (OBIL) in their 13F filings, up 6 from Q4 2024. 12 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($52.4M), Wealthquest Corp ($36.9M) and MML Investors Services, LLC ($17.6M). 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 2025)
- CUSIP
- 74933W478
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $6.0M |
| Exits | 5 | $8.0M |
All 13F filers, Q4 2024 → Q1 2025: 450,461 shares bought and 279,786 shares sold, net +170,675 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| LPL Financial LLC | 0.02% | Add +10.0% | 1,043,886 | $52.4M |
| Wealthquest Corp | 3.08% | Add +4.8% | 734,138 | $36.9M |
| MML Investors Services, LLC | 0.06% | Add +21.9% | 349,789 | $17.6M |
| Stifel Financial Corp. | 0.02% | Reduce -7.2% | 297,860 | $15.0M |
| 49 Wealth Management, LLC | 1.69% | Add +1.0% | 278,930 | $14.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +28.6% | 91,678 | $4.6M |
| Acorn Financial Advisory Services Inc. | 0.74% | Reduce -13.0% | 81,773 | $4.1M |
| Equitable Holdings, Inc. | 0.04% | Add +57.6% | 74,411 | $3.7M |
| UBS Group AG | 0.00% | Add +8.3% | 72,193 | $3.6M |
| Nations Financial Group Inc, /Ia/ | 0.26% | Reduce -19.9% | 69,006 | $3.5M |
| Wealthcare Advisory Partners LLC | 0.09% | Add +40.2% | 66,974 | $3.4M |
| Lido Advisors, LLC | 0.02% | Reduce -26.6% | 62,157 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +25.4% | 61,396 | $3.1M |
| Alpine Bank Wealth Management | 0.48% | — | 59,093 | $3.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +14.7% | 51,967 | $2.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -11.8% | 47,240 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 39,664 | $2.0M |
| Formidable Asset Management, LLC | 0.32% | Reduce -3.9% | 38,515 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Add +214.1% | 36,367 | $1.8M |
| Mendel Money Management | 0.69% | Reduce -0.3% | 28,945 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | New | 23,976 | $1.2M |
| Amplius Wealth Advisors, LLC | 0.11% | Reduce -14.7% | 20,831 | $1.0M |
| Global View Capital Management LLC | 0.32% | Reduce -6.9% | 17,361 | $872K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.5% | 17,073 | $857K |
| Denver Wealth Management, Inc. | 0.35% | Reduce -12.5% | 15,129 | $760K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -9.1% | 14,711 | $739K |
| Sax Wealth Advisors, LLC | 0.05% | New | 14,261 | $716K |
| Heck Capital Advisors, LLC | 0.08% | Add +22.1% | 14,229 | $714K |
| Marshall & Sterling Wealth Advisors Inc. | 0.46% | Add +1813.0% | 13,410 | $673K |
| Crew Capital Management, Ltd | 0.49% | New | 11,854 | $595K |
| Curran Financial Partners, LLC | 0.14% | Reduce -7.9% | 11,331 | $569K |
| Retirement Capital Strategies | 0.20% | No change | 10,000 | $502K |
| Valtinson Bruner Financial Planning LLC | 0.17% | Add +11.1% | 9,977 | $501K |
| Jane Street Group, LLC | 0.00% | Reduce -53.5% | 9,619 | $483K |
| Revolve Wealth Partners, LLC | 0.07% | Reduce -12.7% | 9,490 | $476K |
| Sigma Planning Corp | 0.01% | Reduce -7.6% | 9,256 | $465K |
| Main Street Financial Solutions, LLC | 0.04% | New | 8,139 | $409K |
| Mariner, LLC | 0.00% | New | 6,546 | $329K |
| Spinnaker Investment Group, LLC | 0.07% | Reduce -53.1% | 6,365 | $320K |
| Cetera Investment Advisers | 0.00% | Add +22.0% | 5,673 | $285K |
| Crews Bank & Trust | 0.04% | Add +62.5% | 5,200 | $261K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 5,000 | $251K |
| Financial Advocates Investment Management | 0.02% | New | 4,826 | $242K |
| Thoroughbred Financial Services, LLC | 0.01% | Reduce -7.4% | 4,819 | $241K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +2.2% | 4,668 | $234K |
| Citadel Advisors | 0.00% | Reduce -42.4% | 4,563 | $229K |
| Marino, Stram & Associates LLC | 0.05% | Reduce -38.8% | 4,462 | $224K |
| Advisor Resource Council | 0.02% | New | 4,304 | $216K |
| Flow Traders U.S. LLC | 0.01% | New | 4,240 | $213K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 4,020 | $202K |
| Lanark Financial, Inc. | 0.01% | — | 1,500 | $75K |
| MPWM Advisory Solutions, LLC | 0.04% | No change | 1,000 | $50K |
| Founders Financial Alliance, LLC | 0.01% | New | 1,000 | $50K |
| CENTRAL TRUST Co | 0.00% | New | 1,000 | $50K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 767 | $39K |
| Morgan Stanley | 0.00% | Add +329.7% | 434 | $22K |
| Royal Bank of Canada | 0.00% | Add +200.0% | 300 | $15K |
| Front Row Advisors LLC | 0.00% | No change | 200 | $10K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 10 | $502 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $105 |
"% 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.