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 |
| KG Capital Management | 0.70% | Reduce -15.3% | 42,990 | $2.1M |
| Stegent Equity Advisors, Inc. | 2.18% | Reduce -60.7% | 42,883 | $2.1M |
| Ceera Investments, LLC | 0.72% | Add +5.4% | 41,747 | $2.1M |
| Koshinski Asset Management, Inc. | 0.18% | Reduce -0.9% | 41,376 | $2.1M |
| Signet Financial Management, LLC | 0.27% | Add +231.8% | 40,114 | $2.0M |
| Altfest L J & Co. Inc. | 0.24% | Reduce -29.8% | 38,170 | $1.9M |
| Walkner Condon Financial Advisors LLC | 0.37% | New | 36,840 | $1.8M |
| Sage Mountain Advisors LLC | 0.13% | No change | 36,304 | $1.8M |
| Tableaux LLC | 1.30% | New | 36,073 | $1.8M |
| Glass Jacobson Investment Advisors llc | 0.58% | No change | 35,512 | $1.8M |
| Guardian Wealth Advisors, LLC / NC | 0.14% | New | 34,605 | $1.7M |
| Capital Investment Counsel, Inc | 0.24% | New | 32,500 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | New | 32,063 | $1.6M |
| Northeast Planning Associates, Inc. / NH / | 1.33% | Add +0.9% | 32,017 | $1.6M |
| Clarus Group, Inc. | 0.61% | Add +21.7% | 31,654 | $1.6M |
| Claris Financial LLC | 1.04% | No change | 31,720 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -72.5% | 31,529 | $1.6M |
| Strong Tower Advisory Services | 0.38% | Add +51.8% | 31,138 | $1.6M |
| Corient Private Wealth LP | 0.00% | Reduce -43.0% | 30,967 | $1.5M |
| Cresset Asset Management, LLC | 0.01% | Reduce -7.6% | 30,190 | $1.5M |
| Ignite Planners, LLC | 0.29% | Add +71.3% | 29,918 | $1.5M |
| Acorn Financial Advisory Services Inc. | 0.27% | Add +104.1% | 29,600 | $1.5M |
| Comerica Bank | 0.01% | Add +41.5% | 27,969 | $1.4M |
| Meridian Wealth Management, LLC | 0.07% | Add +18.7% | 27,886 | $1.4M |
| Wells Fargo & Company | 0.00% | Add +788.5% | 27,846 | $1.4M |
| Marshall & Sterling Wealth Advisors Inc. | 0.92% | Add +5670.7% | 27,180 | $1.4M |
| Financial Advocates Investment Management | 0.09% | Add +10.6% | 26,345 | $1.3M |
| Betterment LLC | 0.00% | Add +2.3% | 25,633 | $1.3M |
| Vista Finance, LLC | 1.11% | Reduce -2.3% | 25,565 | $1.3M |
| Pitcairn Co. | 0.08% | New | 25,450 | $1.3M |
| TCFG Wealth Management, LLC | 0.64% | Reduce -40.1% | 25,202 | $1.3M |
| IFP Advisors, Inc | 0.04% | Add +74.5% | 24,754 | $1.2M |
| TruWealth Advisors, LLC | 0.07% | Add +76.7% | 23,280 | $1.2M |
| Vontobel Holding Ltd. | 0.00% | Reduce -46.6% | 23,000 | $1.2M |
| IHT Wealth Management, LLC | 0.04% | Reduce -74.2% | 22,758 | $1.1M |
| Strategic Investment Solutions, Inc. | 0.32% | Add +5.0% | 22,336 | $1.1M |
| BlueChip Wealth Advisors LLC | 0.54% | Reduce -2.0% | 21,985 | $1.1M |
| Silver Coast Investments LLC | 0.41% | Reduce -0.9% | 21,564 | $1.1M |
| MBL Wealth, LLC | 0.11% | Reduce -30.6% | 21,027 | $1.1M |
| NewEdge Wealth, LLC | 0.02% | Reduce -20.7% | 21,001 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -27.7% | 20,856 | $1.0M |
| Hamilton Wealth, LLC | 0.25% | Reduce -16.4% | 20,776 | $1.0M |
| Retirement Capital Strategies | 0.39% | No change | 20,048 | $1.0M |
| Prostatis Group LLC | 0.31% | Reduce -5.5% | 19,934 | $997K |
| GWN Securities Inc. | 0.06% | New | 19,816 | $991K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -67.7% | 19,758 | $988K |
| Red Crane Wealth Management, LLC | 0.92% | Add +1.4% | 19,228 | $962K |
| TrueWealth Advisors, LLC | 0.31% | Add +2.9% | 19,171 | $959K |
| Core Wealth Partners LLC | 0.56% | Reduce -28.6% | 19,170 | $959K |
| Mutual Advisors, LLC | 0.03% | Reduce -88.8% | 17,900 | $895K |
| Freedom Investment Management, Inc. | 0.07% | Reduce -2.4% | 17,354 | $868K |
| Gitterman Wealth Management, LLC | 0.23% | Reduce -29.9% | 17,284 | $864K |
| Apollon Wealth Management, LLC | 0.02% | New | 17,271 | $864K |
| Park Edge Advisors, LLC | 0.23% | New | 16,489 | $825K |
| Crown Wealth Group, LLC | 0.43% | Reduce -0.7% | 16,429 | $822K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -75.5% | 16,336 | $817K |
| Private Trust Co. NA | 0.08% | Add +127.5% | 16,248 | $813K |
| Good Life Advisors, LLC | 0.06% | New | 16,179 | $809K |
| RiverTree Advisors, LLC | 0.54% | Reduce -11.1% | 16,037 | $802K |
| Valtinson Bruner Financial Planning LLC | 0.27% | Add +36.7% | 15,796 | $790K |
| D.A. Davidson & Co. | 0.01% | Add +88.1% | 15,710 | $786K |
| Principal Securities, Inc. | 0.02% | No change | 15,047 | $750K |
| Harbour Investments, Inc. | 0.02% | Add +80711.1% | 14,546 | $727K |
| CreativeOne Wealth, LLC | 0.02% | Add +10.6% | 14,090 | $705K |
| Jane Street Group, LLC | 0.00% | Add +137.7% | 14,044 | $702K |
| Calton & Associates, Inc. | 0.16% | No change | 14,000 | $700K |
| Rockefeller Capital Management L.P. | 0.00% | New | 13,996 | $700K |
| Belpointe Asset Management LLC | 0.04% | Add +30.8% | 13,590 | $680K |
| Tidemark, LLC | 0.25% | Add +5.2% | 13,461 | $673K |
| Trustmark Bank Trust Department | 0.05% | Add +2.4% | 12,903 | $645K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +81.5% | 12,561 | $628K |
| EP Wealth Advisors, LLC | 0.00% | New | 12,287 | $614K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +154.0% | 12,082 | $604K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +154.0% | 12,082 | $604K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -15.4% | 12,069 | $604K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -91.3% | 11,996 | $600K |
| National Bank of Canada | 0.00% | Add +22.4% | 11,929 | $596K |
| Accurate Wealth Management, LLC | 0.11% | Add +6.6% | 11,571 | $577K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -1.3% | 11,100 | $555K |
| MPWM Advisory Solutions, LLC | 0.39% | Reduce -58.6% | 10,692 | $535K |
| Golden State Wealth Management, LLC | 0.08% | Reduce -3.0% | 10,557 | $528K |
| Elmwood Wealth Management, Inc. | 0.21% | No change | 10,315 | $516K |
| Encompass More Asset Management | 0.15% | New | 10,308 | $516K |
| Widmann Financial Services, Inc. | 0.39% | Add +5.2% | 10,080 | $504K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -10.3% | 10,072 | $504K |
| Leavell Investment Management, Inc. | 0.02% | Add +17.8% | 9,918 | $496K |
| Perigon Wealth Management, LLC | 0.01% | New | 9,888 | $494K |
| Oppenheimer & Co. Inc. | 0.01% | Add +125.0% | 9,861 | $493K |
| Gentry Private Wealth, LLC | 0.38% | Reduce -26.2% | 9,291 | $465K |
| Financial Guidance Group, Inc. | 0.25% | No change | 9,100 | $455K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -74.1% | 9,100 | $455K |
| Wealth Advisory Solutions, LLC | 0.12% | New | 8,819 | $441K |
| World Investment Advisors | 0.01% | New | 8,545 | $427K |
| Centaurus Financial, Inc. | 0.03% | Add +31.1% | 8,473 | $424K |
| Integrity Financial Corp | 0.24% | New | 8,418 | $421K |
| Royal Bank of Canada | 0.00% | Add +689.3% | 8,130 | $408K |
| Harbour Capital Advisors, LLC | 0.10% | Reduce -9.9% | 8,150 | $406K |
| Keel Point, LLC | 0.03% | New | 8,012 | $401K |
| Brookwood Investment Group LLC | 0.07% | — | 7,650 | $383K |
| Spinnaker Investment Group, LLC | 0.09% | Add +2.7% | 7,532 | $377K |
| Luminist Capital LLC | 0.40% | Add +4.4% | 7,404 | $369K |
| PNC Financial Services Group, Inc. | 0.00% | New | 7,340 | $367K |
| US Bancorp \de | 0.00% | Reduce -0.2% | 7,329 | $367K |
| Cerity Partners LLC | 0.00% | Add +78.4% | 7,181 | $359K |
| Wealth Group, Ltd. | 0.23% | No change | 7,004 | $350K |
| Cibc World Market Inc. | 0.00% | Add +13.6% | 6,928 | $346K |
| Integrity Alliance, Llc. | 0.01% | New | 6,873 | $344K |
| Integrity Wealth Advisors, Inc. | 0.25% | New | 6,825 | $341K |
| Centerpoint Advisory Group | 0.34% | Add +16.8% | 6,815 | $341K |
| Argus Investors' Counsel, Inc. | 0.26% | Add +8.8% | 6,783 | $339K |
| Focus Partners Wealth | 0.00% | New | 6,640 | $332K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.12% | New | 6,125 | $306K |
| Latitude Advisors, LLC | 0.17% | Add +4.2% | 5,973 | $299K |
| Davis Wealth Advisors, LLC | 0.34% | No change | 5,950 | $298K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 5,878 | $294K |
| Westside Investment Management, Inc. | 0.06% | Add +18.8% | 5,700 | $285K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +21.7% | 5,503 | $275K |
| Venture Visionary Partners LLC | 0.01% | No change | 5,402 | $270K |
| Castle Rock Wealth Management, LLC | 0.07% | New | 5,388 | $269K |
| Everstar Asset Management, LLC | 0.18% | Reduce -26.1% | 5,365 | $268K |
| WESPAC Advisors, LLC | 0.22% | New | 5,300 | $265K |
| RPS Advisory Solutions LLC | 0.18% | Reduce -89.8% | 5,209 | $261K |
| Insigneo Advisory Services, LLC | 0.03% | Add +0.7% | 5,037 | $252K |
| Occidental Asset Management, LLC | 0.04% | No change | 5,000 | $250K |
| Nwam LLC | 0.02% | Add +0.2% | 4,904 | $245K |
| Strategic Blueprint, LLC | 0.01% | Reduce -42.6% | 4,842 | $242K |
| &partners | 0.00% | New | 4,808 | $240K |
| SouthState Bank Corp | 0.01% | New | 4,750 | $238K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -18.0% | 4,644 | $232K |
| American Institute for Advanced Investment Management, LLP | 0.18% | New | 4,600 | $230K |
| Pinnacle Family Advisors, LLC | 0.12% | Reduce -24.8% | 4,361 | $218K |
| Prosperity Wealth Management, Inc. | 0.10% | New | 4,350 | $218K |
| Genesee Capital Advisors, LLC | 0.11% | Reduce -4.8% | 4,344 | $217K |
| Ewing Morris & Co. Investment Partners Ltd. | 0.07% | New | 3,000 | $216K |
| Captrust Financial Advisors | 0.00% | New | 4,300 | $215K |
| VestGen Advisors, LLC | 0.01% | — | 4,203 | $210K |
| Lindenwold Advisors, INC | 0.12% | No change | 4,149 | $207K |
| Zacks Investment Management | 0.00% | No change | 4,148 | $207K |
| Camarda Financial Advisors, LLC | 0.09% | New | 4,128 | $206K |
| Marino, Stram & Associates LLC | 0.04% | Reduce -38.4% | 4,047 | $202K |
| Intrua Financial, LLC | 0.03% | New | 4,003 | $200K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +2.4% | 3,616 | $181K |
| FMR LLC | 0.00% | Add +58066.7% | 3,490 | $175K |
| Legacy Wealth Managment, LLC | 0.10% | Add +219.8% | 2,846 | $142K |
| Banque Cantonale Vaudoise | 0.01% | — | 2,701 | $135K |
| Realta Investment Advisors | 0.06% | New | 2,500 | $125K |
| Stone House Investment Management, LLC | 0.02% | New | 2,271 | $114K |
| Creative Financial Designs Inc. | 0.01% | Add +80.3% | 1,940 | $97K |
| Cwm, LLC | 0.00% | No change | 1,899 | $95K |
| Wayfinding Financial, LLC | 0.04% | New | 1,873 | $93K |
| PSI Advisors, LLC | 0.03% | Add +0.3% | 1,574 | $79K |
| CoreCap Advisors, LLC | 0.00% | Add +40.0% | 1,462 | $73K |
| GoalVest Advisory LLC | 0.02% | Reduce -78.8% | 1,311 | $66K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,102 | $55K |
| AE Wealth Management LLC | 0.00% | Reduce -16.2% | 1,055 | $53K |
| MAI Capital Management | 0.00% | New | 750 | $38K |
| Inlight Wealth Management, LLC | 0.02% | New | 572 | $29K |
| Signaturefd, LLC | 0.00% | New | 500 | $25K |
| Tsfg, LLC | 0.00% | No change | 438 | $22K |
| Bank of Montreal | 0.00% | Reduce -97.2% | 370 | $19K |
| JPMorgan Chase & Co. | 0.00% | New | 308 | $15K |
| N.E.W. Advisory Services LLC | 0.00% | New | 252 | $13K |
| NFSG Corp | 0.00% | No change | 200 | $10K |
| Ascentis Wealth Management, LLC | 0.00% | New | 167 | $8K |
| Ancora Advisors LLC | 0.00% | New | 110 | $6K |
| Synergy Investment Management, LLC | 0.00% | No change | 104 | $5K |
| SJS Investment Consulting Inc. | 0.00% | No change | 64 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $105 |
"% 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.