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 |
| Sage Mountain Advisors LLC | 0.13% | No change | 36,304 | $1.8M |
| Glass Jacobson Investment Advisors llc | 0.58% | Add +0.8% | 35,512 | $1.8M |
| Aptus Capital Advisors, LLC | 0.02% | Add +269.6% | 35,116 | $1.8M |
| Divergent Planning, LLC | 0.58% | Add +44.9% | 33,771 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | Add +138.7% | 32,671 | $1.6M |
| Northeast Planning Associates, Inc. / NH / | 1.64% | — | 31,730 | $1.6M |
| Claris Financial LLC | 1.04% | — | 31,720 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.9% | 30,758 | $1.5M |
| MBL Wealth, LLC | 0.15% | Add +68.3% | 30,303 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -28.0% | 28,852 | $1.4M |
| Core Wealth Partners LLC | 0.77% | Add +225.3% | 26,851 | $1.3M |
| NewEdge Wealth, LLC | 0.02% | No change | 26,484 | $1.3M |
| Vista Finance, LLC | 1.34% | Reduce -37.0% | 26,165 | $1.3M |
| Clarus Group, Inc. | 0.46% | Add +420.3% | 26,016 | $1.3M |
| MPWM Advisory Solutions, LLC | 0.94% | — | 25,825 | $1.3M |
| Betterment LLC | 0.00% | Add +16.8% | 25,066 | $1.3M |
| Hamilton Wealth, LLC | 0.30% | Add +210.8% | 24,863 | $1.2M |
| Gitterman Wealth Management, LLC | 0.51% | Reduce -1.4% | 24,640 | $1.2M |
| Sigma Planning Corp | 0.04% | Reduce -8.5% | 24,549 | $1.2M |
| Financial Advocates Investment Management | 0.07% | Add +63.5% | 23,823 | $1.2M |
| Meridian Wealth Management, LLC | 0.06% | Reduce -16.4% | 23,500 | $1.2M |
| Crew Capital Management, Ltd | 0.94% | Add +1.5% | 22,787 | $1.1M |
| BlueChip Wealth Advisors LLC | 0.62% | Reduce -10.7% | 22,435 | $1.1M |
| Parallel Advisors, LLC | 0.02% | New | 21,829 | $1.1M |
| Silver Coast Investments LLC | 0.41% | Reduce -53.0% | 21,753 | $1.1M |
| Strategic Investment Solutions, Inc. | 0.36% | Reduce -2.2% | 21,280 | $1.1M |
| Prostatis Group LLC | 0.31% | New | 21,091 | $1.1M |
| Strong Tower Advisory Services | 0.27% | Reduce -19.1% | 20,512 | $1.0M |
| Retirement Capital Strategies | 0.38% | New | 20,048 | $1000K |
| Comerica Bank | 0.00% | Reduce -3.5% | 19,765 | $985K |
| Red Crane Wealth Management, LLC | 0.90% | — | 18,970 | $946K |
| TrueWealth Advisors, LLC | 0.31% | Reduce -18.0% | 18,627 | $929K |
| RiverTree Advisors, LLC | 0.59% | Reduce -42.5% | 18,047 | $900K |
| Freedom Investment Management, Inc. | 0.07% | Reduce -5.0% | 17,787 | $887K |
| Ignite Planners, LLC | 0.19% | Add +17.7% | 17,461 | $871K |
| Crown Wealth Group, LLC | 0.34% | Reduce -28.8% | 16,550 | $825K |
| Foguth Wealth Management, LLC. | 0.21% | Reduce -1.8% | 15,899 | $795K |
| Signal Advisors Wealth, LLC | 0.09% | Reduce -1.4% | 15,899 | $793K |
| Ameriprise Financial Inc. | 0.00% | Reduce -59.8% | 15,265 | $761K |
| Principal Securities, Inc. | 0.02% | Reduce -72.8% | 15,047 | $750K |
| Acorn Financial Advisory Services Inc. | 0.12% | Add +42.2% | 14,500 | $723K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -95.7% | 14,262 | $711K |
| IFP Advisors, Inc | 0.02% | Reduce -38.9% | 14,186 | $707K |
| Calton & Associates, Inc. | 0.31% | New | 14,000 | $698K |
| Bank of Montreal | 0.00% | Reduce -55.7% | 13,373 | $667K |
| IFG Advisory, LLC | 0.04% | New | 13,242 | $660K |
| TruWealth Advisors, LLC | 0.04% | New | 13,176 | $657K |
| Fiduciary Alliance LLC | 0.07% | New | 13,148 | $656K |
| Tidemark, LLC | 0.24% | Add +1.4% | 12,793 | $638K |
| CreativeOne Wealth, LLC | 0.02% | Add +30.8% | 12,740 | $635K |
| Trustmark Bank Trust Department | 0.05% | New | 12,602 | $628K |
| Gentry Private Wealth, LLC | 2.61% | Reduce -34.1% | 12,591 | $628K |
| Signet Financial Management, LLC | 0.08% | Add +20.4% | 12,090 | $603K |
| Valtinson Bruner Financial Planning LLC | 0.20% | Reduce -30.3% | 11,552 | $576K |
| Sanctuary Advisors, LLC | 0.00% | Add +32.6% | 11,222 | $561K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +2.3% | 11,250 | $561K |
| Golden State Wealth Management, LLC | 0.08% | — | 10,887 | $543K |
| Accurate Wealth Management, LLC | 0.10% | Add +1.1% | 10,856 | $542K |
| Belpointe Asset Management LLC | 0.03% | Reduce -29.4% | 10,392 | $520K |
| Elmwood Wealth Management, Inc. | 0.21% | No change | 10,315 | $514K |
| National Bank of Canada | 0.00% | Add +88.3% | 9,749 | $486K |
| Private Portfolio Partners LLC | 0.09% | Add +23.2% | 9,704 | $484K |
| Widmann Financial Services, Inc. | 0.37% | Reduce -2.2% | 9,580 | $478K |
| Financial Guidance Group, Inc. | 0.25% | No change | 9,100 | $454K |
| Harbour Capital Advisors, LLC | 0.10% | Reduce -0.5% | 9,050 | $452K |
| Summit Trail Advisors, LLC | 0.02% | New | 9,000 | $449K |
| Montis Financial, LLC | 0.14% | Reduce -0.6% | 8,901 | $444K |
| Empower Advisory Group, LLC | 0.00% | New | 8,794 | $438K |
| Strategic Blueprint, LLC | 0.03% | Add +5.3% | 8,442 | $421K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -2.7% | 8,418 | $420K |
| 1834 Investment Advisors Co. | 0.05% | Reduce -71.0% | 8,407 | $419K |
| D.A. Davidson & Co. | 0.00% | Reduce -59.6% | 8,350 | $416K |
| Global Assets Advisory, LLC | 0.20% | Reduce -8.9% | 7,390 | $368K |
| US Bancorp \de | 0.00% | Add +11.4% | 7,341 | $366K |
| Spinnaker Investment Group, LLC | 0.09% | Reduce -69.1% | 7,335 | $366K |
| Everstar Asset Management, LLC | 0.26% | Reduce -38.3% | 7,265 | $362K |
| Private Trust Co. NA | 0.04% | Reduce -17.2% | 7,141 | $356K |
| Luminist Capital LLC | 0.62% | — | 7,095 | $354K |
| Wealth Group, Ltd. | 0.23% | Reduce -33.3% | 7,004 | $349K |
| GPS Wealth Strategies Group, LLC | 0.04% | Reduce -12.7% | 6,975 | $348K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 6,920 | $345K |
| Marino, Stram & Associates LLC | 0.07% | Reduce -14.6% | 6,564 | $327K |
| Centaurus Financial, Inc. | 0.02% | No change | 6,463 | $322K |
| Argus Investors' Counsel, Inc. | 0.21% | Add +2.9% | 6,233 | $311K |
| GoalVest Advisory LLC | 0.08% | Reduce -48.8% | 6,191 | $309K |
| Cibc World Market Inc. | 0.00% | Add +5.1% | 6,097 | $304K |
| Creative Planning | 0.00% | Add +10.2% | 6,046 | $301K |
| Andina Capital Management, LLC | 0.24% | Reduce -2.6% | 6,006 | $299K |
| Davis Wealth Advisors, LLC | 0.33% | — | 5,950 | $297K |
| Jane Street Group, LLC | 0.00% | Reduce -97.4% | 5,909 | $295K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -9.5% | 5,878 | $293K |
| Centerpoint Advisory Group | 0.28% | — | 5,835 | $291K |
| Pinnacle Family Advisors, LLC | 0.14% | New | 5,801 | $289K |
| Latitude Advisors, LLC | 0.16% | Add +19.3% | 5,732 | $286K |
| Lindbrook Capital, LLC | 0.03% | No change | 5,680 | $283K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -3.9% | 5,664 | $282K |
| Venture Visionary Partners LLC | 0.01% | No change | 5,402 | $269K |
| Strategic Advocates LLC | 0.09% | Add +13.6% | 5,170 | $258K |
| Insigneo Advisory Services, LLC | 0.03% | No change | 5,002 | $249K |
| Occidental Asset Management, LLC | 0.04% | No change | 5,000 | $249K |
| Nwam LLC | 0.02% | Add +0.4% | 4,894 | $244K |
| Kingsview Wealth Management, LLC | 0.00% | New | 4,841 | $241K |
| PFG Investments, LLC | 0.01% | Reduce -32.3% | 4,823 | $240K |
| Westside Investment Management, Inc. | 0.05% | Add +15.7% | 4,800 | $239K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 4,756 | $237K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 4,756 | $237K |
| Genesee Capital Advisors, LLC | 0.11% | Reduce -66.2% | 4,561 | $227K |
| Cornerstone Wealth Management, LLC | 0.02% | New | 4,521 | $225K |
| Oppenheimer & Co. Inc. | 0.00% | New | 4,383 | $219K |
| WT Wealth Management | 0.07% | New | 4,300 | $214K |
| Brookstone Capital Management | 0.00% | Reduce -84.4% | 4,290 | $214K |
| Lindenwold Advisors, INC | 0.11% | No change | 4,149 | $207K |
| Zacks Investment Management | 0.00% | Reduce -34.4% | 4,148 | $207K |
| Cerity Partners LLC | 0.00% | Reduce -1.0% | 4,025 | $201K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +15.3% | 3,532 | $176K |
| Wells Fargo & Company | 0.00% | Reduce -13.4% | 3,134 | $156K |
| Synergy Asset Management, LLC | 0.01% | New | 2,708 | $136K |
| Delta Asset Management LLC | 0.01% | New | 1,970 | $98K |
| Cwm, LLC | 0.00% | No change | 1,899 | $95K |
| Osaic Holdings, Inc. | 0.00% | Add +1039.7% | 1,721 | $86K |
| PSI Advisors, LLC | 0.02% | Add +2.4% | 1,570 | $78K |
| Bank of America Corp. | 0.00% | Reduce -56.9% | 1,440 | $72K |
| AE Wealth Management LLC | 0.00% | New | 1,259 | $63K |
| Avior Wealth Management, LLC | 0.00% | Add +1.2% | 1,113 | $56K |
| Geneos Wealth Management Inc. | 0.00% | New | 1,102 | $55K |
| Creative Financial Designs Inc. | 0.00% | Reduce -26.9% | 1,076 | $54K |
| CoreCap Advisors, LLC | 0.00% | Add +110.9% | 1,044 | $52K |
| Royal Bank of Canada | 0.00% | No change | 1,030 | $51K |
| Values First Advisors, Inc. | 0.02% | Add +23.8% | 901 | $45K |
| Legacy Investment Solutions, LLC | 0.03% | New | 890 | $44K |
| Legacy Wealth Managment, LLC | 0.03% | New | 890 | $44K |
| Global Retirement Partners, LLC | 0.00% | Add +25.8% | 692 | $35K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | — | 471 | $23K |
| Tsfg, LLC | 0.00% | Reduce -4.2% | 438 | $22K |
| Jones Financial Companies LLLP | 0.00% | New | 388 | $19K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -99.6% | 315 | $15K |
| Castleview Partners, LLC | 0.01% | No change | 238 | $12K |
| NFSG Corp | 0.00% | No change | 200 | $10K |
| Simplex Trading, LLC | 0.00% | Reduce -50.0% | 200 | $9K |
| ORG Partners LLC | 0.00% | Reduce -64.2% | 167 | $8K |
| Synergy Investment Management, LLC | 0.00% | — | 104 | $5K |
| SJS Investment Consulting Inc. | 0.00% | No change | 64 | $3K |
| Coppell Advisory Solutions LLC | 0.00% | New | 59 | $3K |
| Allworth Financial LP | 0.00% | New | 25 | $1K |
| Orion Capital Management LLC | 0.00% | New | 19 | $947 |
| Harbour Investments, Inc. | 0.00% | No change | 18 | $897 |
| Beacon Capital Management, LLC | 0.00% | New | 17 | $854 |
| FMR LLC | 0.00% | Add +500.0% | 6 | $277 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $104 |
"% 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.