F/M US Treasury 3 Month BillTBILETF
13F holders, Q1 2025 (March 31)268holders +19
52new positions
33sold out
1famous investor
$50.01avg. 13F price*
At the end of Q1 2025, 268 institutions reported holding F/M US Treasury 3 Month Bill (TBIL) in their 13F filings, up 19 from Q4 2024. 52 opened new positions and 33 sold out. The largest holders were LPL Financial LLC ($496.3M), Morgan Stanley ($337.6M) and Oxbow Advisors, LLC ($128.9M). One famous investor held it Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio).
- Company
- F/M US Treasury 3 Month Bill
- Filed as
- RBB FD INC (Q1 2025)
- CUSIP
- 74933W452
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $73.1M |
| Exits | 33 | $82.5M |
All 13F filers, Q4 2024 → Q1 2025: 10,254,473 shares bought and 4,290,025 shares sold, net +5,964,448 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 268 holders
| LPL Financial LLC | 0.19% | Add +12.6% | 9,923,235 | $496.3M |
| Morgan Stanley | 0.02% | Add +37.7% | 6,750,871 | $337.6M |
| Oxbow Advisors, LLC | 13.95% | Add +15.3% | 2,578,149 | $128.9M |
| Renaissance Technologies | 0.17% | Add +24.5% | 2,293,700 | $114.7M |
| Raymond James Financial Inc. | 0.04% | Add +28.3% | 2,036,577 | $101.8M |
| Stifel Financial Corp. | 0.09% | Add +22.8% | 1,765,301 | $88.3M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +5.2% | 1,080,789 | $54.1M |
| Moloney Securities Asset Management, LLC | 6.67% | Add +224.8% | 980,355 | $49.0M |
| Commonwealth Equity Services, LLC | 0.07% | Add +7.8% | 955,636 | $47.8M |
| Obermeyer Wealth Partners | 2.48% | Add +48.0% | 929,700 | $46.5M |
| MML Investors Services, LLC | 0.14% | Add +35.4% | 850,354 | $42.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -10.9% | 844,963 | $42.3M |
| F/m Investments LLC | 1.56% | Reduce -14.4% | 780,866 | $39.0M |
| Benjamin Edwards Inc. | 0.49% | Add +138.9% | 698,764 | $34.9M |
| Private Advisor Group, LLC | 0.20% | Reduce -2.1% | 645,035 | $32.3M |
| UBS Group AG | 0.01% | Add +15.7% | 533,394 | $26.7M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +26.9% | 511,165 | $25.6M |
| Revolve Wealth Partners, LLC | 3.52% | Reduce -3.1% | 486,312 | $24.3M |
| CENTRAL TRUST Co | 0.59% | Add +8.8% | 478,551 | $23.9M |
| Stratos Wealth Partners, LTD. | 0.35% | Add +194.8% | 455,132 | $22.8M |
| Integrated Wealth Concepts LLC | 0.26% | Add +10.5% | 448,958 | $22.5M |
| Cetera Investment Advisers | 0.04% | Reduce -3.8% | 398,007 | $19.9M |
| Wealthcare Advisory Partners LLC | 0.52% | Add +49.6% | 389,353 | $19.5M |
| Steward Partners Investment Advisory, LLC | 0.17% | Add +100.6% | 383,241 | $19.2M |
| Family Office Research LLC | 9.26% | Reduce -11.8% | 380,317 | $19.0M |
| Mariner, LLC | 0.03% | Add +132.9% | 308,291 | $15.4M |
| Gries Financial LLC | 2.84% | Reduce -8.9% | 292,449 | $14.6M |
| Lido Advisors, LLC | 0.09% | Reduce -53.2% | 291,676 | $14.6M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -17.8% | 288,054 | $14.4M |
| VanWeelden Wealth Management, LLC | 12.41% | Reduce -35.0% | 278,928 | $13.9M |
| 49 Wealth Management, LLC | 1.61% | Reduce -6.0% | 267,180 | $13.4M |
| Generation Capital Management LLC | 11.19% | Add +4.6% | 248,405 | $12.4M |
| Wealthquest Corp | 1.02% | Reduce -20.4% | 245,460 | $12.3M |
| Strait & Sound Wealth Management LLC | 5.63% | Reduce -28.5% | 242,215 | $12.1M |
| Ibex Wealth Advisors | 1.52% | Add +8.9% | 229,842 | $11.5M |
| Money Concepts Capital Corp. | 0.82% | Add +28.6% | 218,197 | $10.9M |
| Advisor Resource Council | 0.88% | New | 217,336 | $10.9M |
| Flputnam Investment Management Co. | 0.20% | Add +4.9% | 211,193 | $10.6M |
| Equitable Holdings, Inc. | 0.10% | Reduce -9.2% | 205,632 | $10.3M |
| Kestra Private Wealth Services, LLC | 0.16% | New | 197,135 | $9.9M |
| Coign Capital Advisors LLC | 6.83% | Add +56.8% | 177,576 | $8.9M |
| Neuberger Berman Group LLC | 0.01% | Add +51.6% | 171,373 | $8.6M |
| Ameritas Advisory Services, LLC | 0.33% | Add +15.0% | 163,368 | $8.2M |
| RIA Advisory Group LLC | 2.65% | New | 162,622 | $8.1M |
| Denver Wealth Management, Inc. | 3.58% | Add +3.2% | 156,952 | $7.8M |
| Pinnacle Wealth Management Group, Inc. | 5.21% | Add +3.3% | 149,510 | $7.5M |
| Avidian Wealth Enterprises, LLC | 0.33% | Add +85.5% | 149,189 | $7.5M |
| Tidal Investments LLC | 0.06% | New | 141,850 | $7.1M |
| Manchester Financial Inc. | 1.49% | Reduce -7.5% | 132,633 | $6.6M |
| B & T Capital Management DBA Alpha Capital Management | 1.24% | Reduce -63.7% | 130,141 | $6.5M |
| Proactive Wealth Strategies LLC | 3.38% | Add +2.8% | 126,653 | $6.3M |
| Semmax Financial Advisors Inc. | 1.69% | Add +30.3% | 125,476 | $6.3M |
| Copia Wealth Management | 5.73% | Reduce -3.4% | 123,865 | $6.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +48.5% | 121,771 | $6.1M |
| Wealthstar Advisors, LLC | 2.68% | Add +59.4% | 117,247 | $5.9M |
| WMG Financial Advisors, LLC | 2.43% | Add +47.0% | 114,341 | $5.7M |
| Cypress Capital, LLC | 1.57% | Reduce -11.3% | 108,578 | $5.4M |
| Ashton Thomas Private Wealth, LLC | 0.21% | Add +8.3% | 108,387 | $5.4M |
| Osaic Holdings, Inc. | 0.01% | Add +6075.8% | 106,285 | $5.3M |
| Independent Financial Group, LLC | 0.18% | Reduce -22.5% | 106,265 | $5.3M |
| Vision Financial Markets LLC | 5.73% | Add +1.7% | 105,298 | $5.3M |
| Fortis Group Advisors, LLC | 1.01% | Reduce -24.1% | 104,226 | $5.2M |
| Forum Financial Management, LP | 0.09% | Add +26.6% | 102,866 | $5.1M |
| IFG Advisory, LLC | 0.28% | Add +676.1% | 102,767 | $5.1M |
| Formidable Asset Management, LLC | 0.86% | Add +69.2% | 102,240 | $5.1M |
| First Heartland Consultants, Inc. | 0.52% | Add +22.1% | 100,618 | $5.0M |
| RFG Advisory, LLC | 0.13% | New | 97,924 | $4.9M |
| Synovus Financial Corp. | 0.06% | Add +25.8% | 96,292 | $4.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.71% | Add +19.5% | 92,738 | $4.6M |
| Global View Capital Management LLC | 1.65% | Reduce -31.8% | 91,013 | $4.6M |
| Truist Financial Corp. | 0.01% | Add +38.3% | 88,107 | $4.4M |
| Fiduciary Alliance LLC | 0.42% | Add +549.5% | 85,400 | $4.3M |
| NewEdge Advisors, LLC | 0.03% | Add +177.6% | 85,381 | $4.3M |
| Jaffetilchin Investment Partners, LLC | 0.31% | Add +32.7% | 84,418 | $4.2M |
| Sovereign Financial Group, Inc. | 0.97% | Add +20.3% | 84,292 | $4.2M |
| Longview Financial Advisors, Inc. | 3.28% | Reduce -47.1% | 76,359 | $3.8M |
| Divergent Planning, LLC | 1.26% | Add +125.1% | 76,005 | $3.8M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Reduce -5.8% | 75,451 | $3.8M |
| DAVENPORT & Co LLC | 0.02% | Add +2.7% | 69,295 | $3.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -50.5% | 68,712 | $3.4M |
| Alpine Bank Wealth Management | 0.53% | — | 65,665 | $3.3M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +43.1% | 62,729 | $3.1M |
| International Assets Investment Management, LLC | 0.27% | Reduce -5.4% | 61,595 | $3.1M |
| AdvisorNet Financial, Inc | 0.23% | Add +5.1% | 60,576 | $3.0M |
| Parallel Advisors, LLC | 0.07% | Add +172.2% | 59,409 | $3.0M |
| Farther Finance Advisors, LLC | 0.08% | Add +26.6% | 59,342 | $3.0M |
| Founders Financial Alliance, LLC | 0.67% | New | 55,636 | $2.8M |
| Crew Capital Management, Ltd | 2.24% | Add +139.8% | 54,648 | $2.7M |
| Hilton Capital Management, LLC | 0.23% | Add +28.3% | 54,519 | $2.7M |
| Townsquare Capital LLC | 0.03% | New | 54,402 | $2.7M |
| Rareview Capital LLC | 1.71% | Reduce -75.8% | 53,821 | $2.7M |
| Global Assets Advisory, LLC | 0.49% | Add +609.3% | 52,418 | $2.6M |
| Pinnacle Financial Partners Inc | 0.05% | Reduce -0.6% | 51,602 | $2.6M |
| Balefire, LLC | 0.88% | Add +2.0% | 51,289 | $2.6M |
| CX Institutional | 0.10% | New | 51,095 | $2.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.19% | New | 47,446 | $2.4M |
| Sigma Planning Corp | 0.07% | Add +89.0% | 46,385 | $2.3M |
| Gladstone Institutional Advisory LLC | 0.11% | Add +21.7% | 45,521 | $2.3M |
| Transcendent Capital Group LLC | 1.27% | Reduce -31.9% | 45,211 | $2.3M |
| OneDigital Investment Advisors LLC | 0.03% | Add +4.4% | 44,621 | $2.2M |
"% 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.