F/M US Treasury 12 Month BilOBILETF
13F holders, Q2 2025 (June 30)58holders −2
6new positions
9sold out
$50.19avg. 13F price*
At the end of Q2 2025, 58 institutions reported holding F/M US Treasury 12 Month Bil (OBIL) in their 13F filings, down 2 from Q1 2025. 6 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($56.3M), MML Investors Services, LLC ($18.9M) and Stifel Financial Corp. ($12.6M).
- Company
- F/M US Treasury 12 Month Bil
- Filed as
- RBB FD INC (Q2 2025)
- CUSIP
- 74933W478
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $5.3M |
| Exits | 9 | $38.4M |
All 13F filers, Q1 2025 → Q2 2025: 503,684 shares bought and 919,652 shares sold, net −415,968 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| LPL Financial LLC | 0.02% | Add +7.5% | 1,122,589 | $56.3M |
| MML Investors Services, LLC | 0.05% | Add +7.6% | 376,509 | $18.9M |
| Stifel Financial Corp. | 0.01% | Reduce -15.6% | 251,435 | $12.6M |
| 49 Wealth Management, LLC | 1.31% | Reduce -12.0% | 245,463 | $12.3M |
| Flow Traders U.S. LLC | 0.20% | Add +2385.1% | 105,367 | $5.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.2% | 98,318 | $4.9M |
| Equitable Holdings, Inc. | 0.04% | Add +20.5% | 89,651 | $4.5M |
| UBS Group AG | 0.00% | Add +16.8% | 84,302 | $4.2M |
| Nations Financial Group Inc, /Ia/ | 0.28% | Add +16.1% | 80,106 | $4.0M |
| Raymond James Financial Inc. | 0.00% | Add +69.5% | 80,052 | $4.0M |
| Acorn Financial Advisory Services Inc. | 0.64% | Reduce -4.3% | 78,284 | $3.9M |
| Lido Advisors, LLC | 0.02% | Reduce -2.1% | 60,820 | $3.1M |
| Wealthcare Advisory Partners LLC | 0.07% | Reduce -12.9% | 58,358 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -16.7% | 51,122 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.0% | 50,929 | $2.6M |
| Alpine Bank Wealth Management | 0.37% | Reduce -18.1% | 48,416 | $2.4M |
| Heck Capital Advisors, LLC | 0.20% | Add +217.6% | 45,190 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | New | 44,933 | $2.3M |
| Retirement Capital Strategies | 0.86% | Add +334.0% | 43,396 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Add +14.8% | 41,749 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.03% | New | 41,325 | $2.1M |
| Formidable Asset Management, LLC | 0.32% | No change | 38,515 | $1.9M |
| Jane Street Group, LLC | 0.00% | Add +228.7% | 31,617 | $1.6M |
| Mendel Money Management | 0.63% | Reduce -2.5% | 28,234 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -33.2% | 26,503 | $1.3M |
| Amplius Wealth Advisors, LLC | 0.10% | Reduce -1.4% | 20,531 | $1.0M |
| Global View Capital Management LLC | 0.29% | Add +2.9% | 17,871 | $897K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -5.2% | 16,184 | $812K |
| Curran Financial Partners, LLC | 0.17% | Add +38.8% | 15,728 | $789K |
| Denver Wealth Management, Inc. | 0.31% | Add +0.2% | 15,153 | $761K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -39.2% | 14,571 | $731K |
| Marshall & Sterling Wealth Advisors Inc. | 0.48% | Add +6.3% | 14,258 | $716K |
| Sax Wealth Advisors, LLC | 0.04% | Reduce -3.2% | 13,807 | $693K |
| Global Retirement Partners, LLC | 0.02% | — | 13,217 | $663K |
| Main Street Financial Solutions, LLC | 0.05% | Add +62.1% | 13,193 | $662K |
| Morgan Stanley | 0.00% | Add +2410.8% | 10,897 | $547K |
| World Investment Advisors | 0.01% | New | 10,087 | $506K |
| Valtinson Bruner Financial Planning LLC | 0.16% | Add +0.1% | 9,987 | $501K |
| Crew Capital Management, Ltd | 0.31% | Reduce -26.7% | 8,690 | $436K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -44.8% | 8,116 | $407K |
| Revolve Wealth Partners, LLC | 0.05% | Reduce -18.5% | 7,736 | $388K |
| Sigma Planning Corp | 0.01% | Reduce -22.9% | 7,136 | $358K |
| Mariner, LLC | 0.00% | No change | 6,546 | $329K |
| Cetera Investment Advisers | 0.00% | Reduce -0.8% | 5,626 | $282K |
| Crews Bank & Trust | 0.04% | No change | 5,200 | $261K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 5,000 | $251K |
| WealthPlan Investment Management, LLC | 0.02% | New | 4,993 | $251K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.0% | 4,670 | $234K |
| Avantax Advisory Services, Inc. | 0.00% | New | 4,432 | $222K |
| Marino, Stram & Associates LLC | 0.04% | Reduce -9.2% | 4,053 | $203K |
| CENTRAL TRUST Co | 0.00% | No change | 1,000 | $50K |
| Lanark Financial, Inc. | 0.00% | Reduce -33.3% | 1,000 | $50K |
| Semmax Financial Advisors Inc. | 0.01% | New | 393 | $20K |
| Financial Gravity Companies, Inc. | 0.00% | — | 369 | $19K |
| Royal Bank of Canada | 0.00% | Add +8.3% | 325 | $16K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -77.5% | 225 | $11K |
| Front Row Advisors LLC | 0.00% | No change | 200 | $10K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $106 |
"% 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.