F/M US Treasury 12 Month BilOBILETF
13F holders, Q1 2026 (March 31)63holders −2
7new positions
7sold out
$50.08avg. 13F price*
At the end of Q1 2026, 63 institutions reported holding F/M US Treasury 12 Month Bil (OBIL) in their 13F filings, down 2 from Q4 2025. 7 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($64.5M), MML Investors Services, LLC ($15.0M) and Morgan Stanley ($12.8M).
- Company
- F/M US Treasury 12 Month Bil
- Filed as
- RBB FD INC (Q1 2026)
- CUSIP
- 74933W478
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $6.5M |
| Exits | 7 | $5.2M |
All 13F filers, Q4 2025 → Q1 2026: 649,595 shares bought and 350,695 shares sold, net +298,900 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| LPL Financial LLC | 0.02% | Add +6.2% | 1,288,674 | $64.5M |
| MML Investors Services, LLC | 0.04% | Reduce -15.6% | 300,207 | $15.0M |
| Morgan Stanley | 0.00% | Add +72.7% | 254,678 | $12.8M |
| Stifel Financial Corp. | 0.01% | Reduce -16.3% | 254,576 | $12.7M |
| 49 Wealth Management, LLC | 0.90% | Add +8.7% | 240,798 | $12.1M |
| Equitable Holdings, Inc. | 0.05% | Add +9.2% | 167,687 | $8.4M |
| Raymond James Financial Inc. | 0.00% | Add +64.7% | 162,493 | $8.1M |
| Nations Financial Group Inc, /Ia/ | 0.39% | Add +8.3% | 149,397 | $7.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.7% | 145,333 | $7.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +45.5% | 121,185 | $6.1M |
| UBS Group AG | 0.00% | Add +4.2% | 114,537 | $5.7M |
| Acorn Financial Advisory Services Inc. | 0.63% | Add +49.3% | 92,241 | $4.6M |
| Sunrise Financial Services, LLC | 2.64% | New | 74,504 | $3.7M |
| Alpine Bank Wealth Management | 0.51% | Add +5.6% | 70,638 | $3.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +58276.0% | 58,376 | $2.9M |
| Truist Financial Corp. | 0.00% | Add +658.9% | 45,001 | $2.3M |
| Formidable Asset Management, LLC | 0.30% | Add +5.2% | 38,404 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Reduce -7.4% | 36,582 | $1.8M |
| Main Street Financial Solutions, LLC | 0.13% | Reduce -54.2% | 35,599 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +4.0% | 35,483 | $1.8M |
| Heck Capital Advisors, LLC | 0.11% | Add +52.5% | 29,850 | $1.5M |
| Lido Advisors, LLC | 0.01% | Reduce -48.7% | 28,441 | $1.4M |
| Marshall & Sterling Wealth Advisors Inc. | 0.89% | Add +76.6% | 27,011 | $1.4M |
| Independent Advisor Alliance | 0.01% | New | 22,249 | $1.1M |
| KPP Advisory Services LLC | 0.15% | New | 21,273 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -37.3% | 20,766 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -9.1% | 20,527 | $1.0M |
| Curran Financial Partners, LLC | 0.17% | Reduce -19.7% | 18,535 | $928K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.4% | 16,660 | $834K |
| Crescent Grove Advisors, LLC | 0.07% | Add +40.3% | 14,055 | $704K |
| NewEdge Advisors, LLC | 0.00% | Add +0.9% | 13,943 | $698K |
| Amplius Wealth Advisors, LLC | 0.06% | Reduce -23.5% | 13,475 | $675K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Reduce -2.0% | 13,400 | $671K |
| Retirement Capital Strategies | 0.23% | Reduce -44.6% | 12,115 | $607K |
| Crew Capital Management, Ltd | 0.39% | Add +14.8% | 11,817 | $592K |
| Global View Capital Management LLC | 0.16% | Reduce -28.7% | 11,751 | $588K |
| Mgo One Seven LLC | 0.01% | New | 10,395 | $521K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -0.6% | 10,240 | $513K |
| World Investment Advisors | 0.01% | No change | 10,087 | $505K |
| Valtinson Bruner Financial Planning LLC | 0.14% | Add +0.1% | 10,012 | $501K |
| Cetera Investment Advisers | 0.00% | Add +26.3% | 9,450 | $473K |
| Mariner, LLC | 0.00% | Add +22.5% | 8,507 | $426K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 8,305 | $417K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.0% | 7,609 | $381K |
| GTS Securities LLC | 0.01% | Add +45.4% | 7,535 | $377K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -11.9% | 6,981 | $350K |
| Jane Street Group, LLC | 0.00% | Reduce -80.6% | 6,628 | $332K |
| Perspective Wealth Advisors LLC | 0.21% | Reduce -1.9% | 6,562 | $329K |
| Sigma Planning Corp | 0.01% | Add +1.6% | 6,338 | $317K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.6% | 6,282 | $315K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -19.8% | 5,485 | $275K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 5,000 | $250K |
| Crews Bank & Trust | 0.03% | No change | 3,600 | $180K |
| IFP Advisors, Inc | 0.00% | Add +4.8% | 3,397 | $170K |
| CENTRAL TRUST Co | 0.00% | No change | 1,000 | $50K |
| Osaic Holdings, Inc. | 0.00% | New | 500 | $25K |
| Lanark Financial, Inc. | 0.00% | No change | 500 | $25K |
| FMR LLC | 0.00% | Reduce -77.0% | 231 | $12K |
| Front Row Advisors LLC | 0.00% | No change | 200 | $10K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 153 | $8K |
| Founders Financial Alliance, LLC | 0.00% | No change | 25 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $108 |
| Advisory Services Network, LLC | 0.00% | New | 1 | $50 |
"% 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.