F/M US Treasury 3 Month BillTBILETF
13F holders, Q4 2024 (December 31)249holders +29
35new positions
22sold out
1famous investor
$49.86avg. 13F price*
At the end of Q4 2024, 249 institutions reported holding F/M US Treasury 3 Month Bill (TBIL) in their 13F filings, up 29 from Q3 2024. 35 opened new positions and 22 sold out. The largest holders were LPL Financial LLC ($439.5M), Morgan Stanley ($244.5M) and Oxbow Advisors, LLC ($111.5M). One famous investor held it Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- F/M US Treasury 3 Month Bill
- Filed as
- RBB FD INC (Q4 2024)
- CUSIP
- 74933W452
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $103.1M |
| Exits | 22 | $30.1M |
All 13F filers, Q3 2024 → Q4 2024: 8,820,896 shares bought and 2,833,522 shares sold, net +5,987,374 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 249 holders
| LPL Financial LLC | 0.18% | Add +9.3% | 8,813,789 | $439.5M |
| Morgan Stanley | 0.02% | Add +20.0% | 4,903,694 | $244.5M |
| Oxbow Advisors, LLC | 13.47% | Add +44.7% | 2,235,547 | $111.5M |
| Renaissance Technologies | 0.14% | Add +10.2% | 1,842,200 | $91.9M |
| Raymond James Financial Inc. | 0.03% | — | 1,587,932 | $79.2M |
| Stifel Financial Corp. | 0.07% | Add +7.7% | 1,437,702 | $71.7M |
| Independent Advisor Alliance | 0.88% | New | 1,325,522 | $66.1M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +48.1% | 1,027,840 | $51.2M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -5.8% | 947,974 | $47.3M |
| F/m Investments LLC | 1.68% | Add +1413.0% | 912,119 | $45.5M |
| Commonwealth Equity Services, LLC | 0.06% | Add +40.5% | 886,239 | $44.2M |
| Private Advisor Group, LLC | 0.18% | Add +23.8% | 659,006 | $32.9M |
| MML Investors Services, LLC | 0.11% | Add +11.4% | 628,011 | $31.3M |
| Obermeyer Wealth Partners | 1.63% | Add +220.9% | 627,987 | $31.3M |
| Lido Advisors, LLC | 0.20% | Add +73.9% | 623,516 | $31.1M |
| Revolve Wealth Partners, LLC | 3.68% | Add +4.5% | 502,135 | $25.0M |
| UBS Group AG | 0.01% | Add +13.0% | 461,079 | $23.0M |
| CENTRAL TRUST Co | 0.54% | Add +14.3% | 439,721 | $21.9M |
| Family Office Research LLC | 9.42% | — | 431,150 | $21.5M |
| VanWeelden Wealth Management, LLC | 19.34% | — | 429,435 | $21.4M |
| Cetera Investment Advisers | 0.04% | Reduce -19.6% | 413,694 | $20.6M |
| Integrated Wealth Concepts LLC | 0.24% | Add +61.1% | 406,337 | $20.3M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +12.3% | 402,679 | $20.1M |
| B & T Capital Management DBA Alpha Capital Management | 3.28% | Reduce -16.0% | 358,701 | $17.9M |
| Kestra Advisory Services, LLC | 0.10% | Add +124.2% | 350,508 | $17.5M |
| Strait & Sound Wealth Management LLC | 7.84% | Reduce -12.6% | 338,857 | $16.9M |
| Gries Financial LLC | 2.84% | Reduce -23.9% | 320,882 | $16.0M |
| Wealthquest Corp | 1.25% | Add +2.7% | 308,268 | $15.4M |
| Moloney Securities Asset Management, LLC | 2.03% | Add +12.4% | 301,835 | $15.0M |
| Benjamin Edwards Inc. | 0.21% | Add +7.8% | 292,431 | $14.6M |
| 49 Wealth Management, LLC | 2.02% | Add +96.1% | 284,284 | $14.2M |
| Wealthcare Advisory Partners LLC | 0.36% | Add +57.4% | 260,305 | $13.0M |
| Generation Capital Management LLC | 10.15% | — | 237,428 | $11.8M |
| Equitable Holdings, Inc. | 0.11% | Add +12.2% | 226,579 | $11.3M |
| Rareview Capital LLC | 8.04% | Add +9.1% | 222,174 | $11.1M |
| Ibex Wealth Advisors | 1.24% | New | 211,025 | $10.5M |
| Flputnam Investment Management Co. | 0.18% | Add +51.9% | 201,329 | $10.0M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +0.9% | 191,074 | $9.5M |
| Money Concepts Capital Corp. | 0.63% | Add +38.3% | 169,731 | $8.5M |
| Mutual Advisors, LLC | 0.23% | Add +802.3% | 160,363 | $8.0M |
| Stratos Wealth Partners, LTD. | 0.11% | Add +66.6% | 154,379 | $7.7M |
| Denver Wealth Management, Inc. | 3.42% | Add +6.1% | 152,128 | $7.6M |
| Pinnacle Wealth Management Group, Inc. | 4.50% | Add +6.6% | 144,795 | $7.2M |
| Longview Financial Advisors, Inc. | 5.66% | Reduce -39.0% | 144,229 | $7.2M |
| Manchester Financial Inc. | 1.57% | Reduce -31.8% | 143,450 | $7.2M |
| Ameritas Advisory Services, LLC | 0.24% | Add +42.5% | 142,025 | $7.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -32.3% | 138,731 | $6.9M |
| Goldman Sachs Group Inc. | 0.00% | New | 138,184 | $6.9M |
| Fortis Group Advisors, LLC | 1.28% | Reduce -47.5% | 137,387 | $6.9M |
| Independent Financial Group, LLC | 0.23% | Reduce -14.8% | 137,137 | $6.8M |
| Global View Capital Management LLC | 2.33% | — | 133,436 | $6.7M |
| Mariner, LLC | 0.01% | Reduce -2.8% | 132,359 | $6.6M |
| Copia Wealth Management | 6.09% | — | 128,268 | $6.4M |
| Proactive Wealth Strategies LLC | 3.20% | Add +0.2% | 123,231 | $6.1M |
| Cypress Capital, LLC | 1.75% | Add +65.7% | 122,481 | $6.1M |
| Avantax Advisory Services, Inc. | 0.04% | Add +1.8% | 114,760 | $5.7M |
| Coign Capital Advisors LLC | 5.20% | — | 113,223 | $5.6M |
| Neuberger Berman Group LLC | 0.00% | Add +76.7% | 113,002 | $5.6M |
| Stegent Equity Advisors, Inc. | 5.52% | Add +23.1% | 109,086 | $5.4M |
| Vision Financial Markets LLC | 5.57% | — | 103,498 | $5.2M |
| Ashton Thomas Private Wealth, LLC | 0.19% | Add +14.7% | 100,037 | $5.0M |
| Semmax Financial Advisors Inc. | 1.28% | Add +36.9% | 96,309 | $4.8M |
| Scotia Capital Inc. | 0.02% | Reduce -72.8% | 92,432 | $4.6M |
| IHT Wealth Management, LLC | 0.14% | Reduce -32.4% | 88,328 | $4.4M |
| First Heartland Consultants, Inc. | 0.42% | Reduce -14.8% | 82,413 | $4.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -22.3% | 81,984 | $4.1M |
| Forum Financial Management, LP | 0.07% | Add +2.6% | 81,256 | $4.1M |
| Avidian Wealth Enterprises, LLC | 0.18% | New | 80,426 | $4.0M |
| B. Riley Wealth Advisors, Inc. | 0.13% | Reduce -42.7% | 80,099 | $4.0M |
| WMG Financial Advisors, LLC | 1.67% | Add +23.8% | 77,756 | $3.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.57% | Add +14.1% | 77,604 | $3.9M |
| Synovus Financial Corp. | 0.05% | Reduce -15.4% | 76,573 | $3.8M |
| Wealthstar Advisors, LLC | 1.59% | — | 73,575 | $3.7M |
| Sovereign Financial Group, Inc. | 0.80% | Add +30.4% | 70,082 | $3.5M |
| DAVENPORT & Co LLC | 0.02% | Add +36.6% | 67,466 | $3.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +114.2% | 66,816 | $3.3M |
| Transcendent Capital Group LLC | 1.71% | Add +347.5% | 66,395 | $3.3M |
| International Assets Investment Management, LLC | 0.27% | New | 65,108 | $3.2M |
| Truist Financial Corp. | 0.01% | Reduce -14.2% | 63,732 | $3.2M |
| Jaffetilchin Investment Partners, LLC | 0.23% | Add +217.3% | 63,610 | $3.2M |
| J.W. Cole Advisors, Inc. | 0.12% | Add +1.4% | 61,075 | $3.0M |
| Formidable Asset Management, LLC | 0.49% | Add +22.1% | 60,420 | $3.0M |
| AdvisorNet Financial, Inc | 0.24% | Reduce -17.1% | 57,657 | $2.9M |
| Western Wealth Management, LLC | 0.15% | Add +61.7% | 56,191 | $2.8M |
| Altfest L J & Co. Inc. | 0.35% | Reduce -14.7% | 54,388 | $2.7M |
| Corient Private Wealth LP | 0.00% | Reduce -64.5% | 54,359 | $2.7M |
| Pinnacle Financial Partners Inc | 0.05% | Add +4.7% | 51,923 | $2.6M |
| RPS Advisory Solutions LLC | 1.59% | New | 51,220 | $2.6M |
| KG Capital Management | 0.81% | Add +2.9% | 50,735 | $2.5M |
| Balefire, LLC | 0.86% | Reduce -7.7% | 50,297 | $2.5M |
| Farther Finance Advisors, LLC | 0.08% | Reduce -6.4% | 46,867 | $2.3M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +100.3% | 43,819 | $2.2M |
| Vontobel Holding Ltd. | 0.01% | Add +112.5% | 43,059 | $2.1M |
| OneDigital Investment Advisors LLC | 0.02% | Add +85.8% | 42,747 | $2.1M |
| Hilton Capital Management, LLC | 0.18% | Add +10.0% | 42,510 | $2.1M |
| TCFG Wealth Management, LLC | 1.06% | Add +29.2% | 42,044 | $2.1M |
| Koshinski Asset Management, Inc. | 0.18% | Reduce -9.0% | 41,773 | $2.1M |
| SMI Advisory Services, LLC | 0.48% | Reduce -1.9% | 41,578 | $2.1M |
| Ceera Investments, LLC | 0.68% | Reduce -3.1% | 39,602 | $2.0M |
| Gladstone Institutional Advisory LLC | 0.09% | Add +61.0% | 37,405 | $1.9M |
"% of holder's portfolio" is TBIL's weight in each manager's 13F, not the share of F/M US Treasury 3 Month Bill the manager owns.