F/M US Treasury 12 Month BilOBILETF
13F holders, Q4 2025 (December 31)65holders +2
6new positions
5sold out
$50.20avg. 13F price*
At the end of Q4 2025, 65 institutions reported holding F/M US Treasury 12 Month Bil (OBIL) in their 13F filings, up 2 from Q3 2025. 6 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($60.9M), MML Investors Services, LLC ($17.9M) and Stifel Financial Corp. ($15.3M).
- Company
- F/M US Treasury 12 Month Bil
- Filed as
- RBB FD INC (Q4 2025)
- CUSIP
- 74933W478
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.4M |
| Exits | 5 | $2.7M |
All 13F filers, Q3 2025 → Q4 2025: 315,610 shares bought and 262,737 shares sold, net +52,873 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| LPL Financial LLC | 0.02% | Add +2.1% | 1,213,712 | $60.9M |
| MML Investors Services, LLC | 0.04% | Reduce -14.4% | 355,714 | $17.9M |
| Stifel Financial Corp. | 0.01% | Add +3.8% | 304,040 | $15.3M |
| 49 Wealth Management, LLC | 0.91% | Reduce -9.5% | 221,559 | $11.1M |
| Equitable Holdings, Inc. | 0.05% | Add +21.6% | 153,558 | $7.7M |
| Morgan Stanley | 0.00% | Add +34.7% | 147,510 | $7.4M |
| Nations Financial Group Inc, /Ia/ | 0.36% | Add +1.6% | 137,888 | $6.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.8% | 126,685 | $6.4M |
| UBS Group AG | 0.00% | Add +49.4% | 109,942 | $5.5M |
| Raymond James Financial Inc. | 0.00% | Add +13.7% | 98,658 | $5.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +76.0% | 83,293 | $4.2M |
| Flow Traders U.S. LLC | 0.13% | Reduce -25.1% | 78,501 | $3.9M |
| Main Street Financial Solutions, LLC | 0.29% | Add +117.1% | 77,676 | $3.9M |
| Alpine Bank Wealth Management | 0.48% | Reduce -3.8% | 66,902 | $3.4M |
| Acorn Financial Advisory Services Inc. | 0.46% | Reduce -16.7% | 61,780 | $3.1M |
| Lido Advisors, LLC | 0.01% | No change | 55,467 | $2.8M |
| Private Advisor Group, LLC | 0.01% | Reduce -7.9% | 39,504 | $2.0M |
| Formidable Asset Management, LLC | 0.27% | Reduce -3.4% | 36,518 | $1.8M |
| Jane Street Group, LLC | 0.00% | Add +227.5% | 34,141 | $1.7M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +0.8% | 34,113 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -14.8% | 33,141 | $1.7M |
| Curran Financial Partners, LLC | 0.22% | Add +12.6% | 23,075 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -8.6% | 22,587 | $1.1M |
| Retirement Capital Strategies | 0.41% | Reduce -49.6% | 21,882 | $1.1M |
| Heck Capital Advisors, LLC | 0.07% | Reduce -29.6% | 19,574 | $983K |
| Amplius Wealth Advisors, LLC | 0.07% | Reduce -7.8% | 17,616 | $884K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.0% | 16,588 | $833K |
| Global View Capital Management LLC | 0.15% | Add +1.9% | 16,487 | $828K |
| Marshall & Sterling Wealth Advisors Inc. | 0.51% | Reduce -1.4% | 15,295 | $768K |
| NewEdge Advisors, LLC | 0.00% | Add +6810.5% | 13,821 | $694K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Reduce -0.5% | 13,668 | $686K |
| Global Retirement Partners, LLC | 0.01% | Reduce -15.5% | 10,793 | $542K |
| Summit Financial, LLC | 0.01% | Add +50.9% | 10,331 | $519K |
| HighPoint Advisor Group LLC | 0.01% | New | 10,297 | $517K |
| Crew Capital Management, Ltd | 0.33% | Add +13.5% | 10,290 | $517K |
| World Investment Advisors | 0.01% | No change | 10,087 | $506K |
| Crescent Grove Advisors, LLC | 0.05% | Add +14.6% | 10,020 | $503K |
| Valtinson Bruner Financial Planning LLC | 0.14% | Add +0.1% | 10,003 | $502K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -37.7% | 8,305 | $417K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -76.7% | 8,269 | $415K |
| Kingsview Wealth Management, LLC | 0.01% | Add +8.2% | 7,925 | $398K |
| Cetera Investment Advisers | 0.00% | Reduce -4.6% | 7,481 | $375K |
| Mariner, LLC | 0.00% | Add +1.9% | 6,947 | $349K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -30.7% | 6,838 | $343K |
| Perspective Wealth Advisors LLC | 0.24% | — | 6,691 | $336K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.6% | 6,383 | $320K |
| Sigma Planning Corp | 0.01% | Reduce -14.1% | 6,238 | $313K |
| Truist Financial Corp. | 0.00% | New | 5,930 | $298K |
| GTS Securities LLC | 0.01% | New | 5,181 | $260K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 5,000 | $251K |
| WealthPlan Investment Management, LLC | 0.02% | No change | 4,993 | $251K |
| Savvy Advisors, Inc. | 0.01% | New | 4,780 | $240K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -0.4% | 4,654 | $234K |
| Crews Bank & Trust | 0.03% | Reduce -37.9% | 3,600 | $181K |
| IFP Advisors, Inc | 0.00% | Add +125.2% | 3,241 | $163K |
| FMR LLC | 0.00% | No change | 1,002 | $50K |
| CENTRAL TRUST Co | 0.00% | No change | 1,000 | $50K |
| Vision Financial Markets LLC | 0.04% | New | 700 | $35K |
| Lanark Financial, Inc. | 0.00% | No change | 500 | $25K |
| Royal Bank of Canada | 0.00% | No change | 325 | $16K |
| Front Row Advisors LLC | 0.00% | No change | 200 | $10K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -17.3% | 153 | $8K |
| Rockefeller Capital Management L.P. | 0.00% | New | 100 | $5K |
| Founders Financial Alliance, LLC | 0.00% | No change | 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.