F/M US Treasury 12 Month BilOBILETF
13F holders, Q3 2025 (September 30)63holders +5
9new positions
2sold out
$50.30avg. 13F price*
At the end of Q3 2025, 63 institutions reported holding F/M US Treasury 12 Month Bil (OBIL) in their 13F filings, up 5 from Q2 2025. 9 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($59.8M), MML Investors Services, LLC ($20.9M) and Stifel Financial Corp. ($14.7M).
- Company
- F/M US Treasury 12 Month Bil
- Filed as
- RBB FD INC (Q3 2025)
- CUSIP
- 74933W478
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $3.0M |
| Exits | 2 | $2.5M |
All 13F filers, Q2 2025 → Q3 2025: 510,806 shares bought and 220,561 shares sold, net +290,245 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| LPL Financial LLC | 0.02% | Add +5.8% | 1,188,240 | $59.8M |
| MML Investors Services, LLC | 0.06% | Add +10.4% | 415,761 | $20.9M |
| Stifel Financial Corp. | 0.01% | Add +16.5% | 292,933 | $14.7M |
| 49 Wealth Management, LLC | 1.16% | Reduce -0.3% | 244,795 | $12.3M |
| Nations Financial Group Inc, /Ia/ | 0.43% | Add +69.4% | 135,734 | $6.8M |
| Equitable Holdings, Inc. | 0.05% | Add +40.8% | 126,263 | $6.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +19.6% | 117,548 | $5.9M |
| Morgan Stanley | 0.00% | Add +905.0% | 109,519 | $5.5M |
| Flow Traders U.S. LLC | 0.21% | Reduce -0.6% | 104,790 | $5.3M |
| Raymond James Financial Inc. | 0.00% | Add +8.4% | 86,748 | $4.4M |
| Acorn Financial Advisory Services Inc. | 0.57% | Reduce -5.3% | 74,126 | $3.7M |
| UBS Group AG | 0.00% | Reduce -12.7% | 73,585 | $3.7M |
| Alpine Bank Wealth Management | 0.49% | Add +43.6% | 69,540 | $3.5M |
| Lido Advisors, LLC | 0.01% | Reduce -8.8% | 55,467 | $2.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +224.8% | 47,331 | $2.4M |
| Retirement Capital Strategies | 0.84% | Add +0.0% | 43,399 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Add +2.7% | 42,882 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -23.9% | 38,918 | $2.0M |
| Formidable Asset Management, LLC | 0.30% | Reduce -1.8% | 37,806 | $1.9M |
| Main Street Financial Solutions, LLC | 0.12% | Add +171.2% | 35,775 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -30.2% | 35,548 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -42.0% | 33,851 | $1.7M |
| Heck Capital Advisors, LLC | 0.11% | Reduce -38.5% | 27,801 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.8% | 24,705 | $1.2M |
| KPP Advisory Services LLC | 0.16% | New | 21,332 | $1.1M |
| Curran Financial Partners, LLC | 0.20% | Add +30.3% | 20,498 | $1.0M |
| Amplius Wealth Advisors, LLC | 0.08% | Reduce -6.9% | 19,116 | $962K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.5% | 16,262 | $818K |
| Global View Capital Management LLC | 0.17% | Reduce -9.5% | 16,172 | $814K |
| Mendel Money Management | 0.34% | Reduce -43.7% | 15,907 | $800K |
| Marshall & Sterling Wealth Advisors Inc. | 0.50% | Add +8.8% | 15,508 | $780K |
| Jaffetilchin Investment Partners, LLC | 0.04% | New | 13,739 | $691K |
| Sax Wealth Advisors, LLC | 0.04% | Reduce -3.5% | 13,331 | $671K |
| Global Retirement Partners, LLC | 0.01% | Reduce -3.4% | 12,774 | $643K |
| Denver Wealth Management, Inc. | 0.20% | Reduce -27.8% | 10,939 | $550K |
| Jane Street Group, LLC | 0.00% | Reduce -67.0% | 10,426 | $524K |
| World Investment Advisors | 0.01% | No change | 10,087 | $507K |
| Valtinson Bruner Financial Planning LLC | 0.15% | Add +0.1% | 9,997 | $503K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -76.1% | 9,864 | $496K |
| Crew Capital Management, Ltd | 0.31% | Add +4.3% | 9,066 | $456K |
| Crescent Grove Advisors, LLC | 0.04% | New | 8,745 | $440K |
| Cetera Investment Advisers | 0.00% | Add +39.4% | 7,841 | $394K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -9.7% | 7,328 | $369K |
| Sigma Planning Corp | 0.01% | Add +1.8% | 7,261 | $365K |
| Summit Financial, LLC | 0.01% | New | 6,845 | $344K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 6,835 | $344K |
| Mariner, LLC | 0.00% | Add +4.1% | 6,817 | $343K |
| Crews Bank & Trust | 0.04% | Add +11.5% | 5,800 | $292K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 5,000 | $252K |
| WealthPlan Investment Management, LLC | 0.02% | No change | 4,993 | $251K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +0.0% | 4,672 | $235K |
| Revolve Wealth Partners, LLC | 0.03% | Reduce -44.0% | 4,336 | $218K |
| IFP Advisors, Inc | 0.00% | New | 1,439 | $72K |
| FMR LLC | 0.00% | New | 1,002 | $50K |
| CENTRAL TRUST Co | 0.00% | No change | 1,000 | $50K |
| Lanark Financial, Inc. | 0.00% | Reduce -50.0% | 500 | $25K |
| Royal Bank of Canada | 0.00% | No change | 325 | $16K |
| Front Row Advisors LLC | 0.00% | No change | 200 | $10K |
| NewEdge Advisors, LLC | 0.00% | New | 200 | $10K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 185 | $9K |
| Principal Securities, Inc. | 0.00% | New | 181 | $9K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -88.9% | 25 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $108 |
"% 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.