F/M US Treasury 3 Month BillTBILETF

13F holders, Q3 2025 (September 30)
287holders +10
40new positions
26sold out
1famous investor
$49.99avg. 13F price*

At the end of Q3 2025, 287 institutions reported holding F/M US Treasury 3 Month Bill (TBIL) in their 13F filings, up 10 from Q2 2025. 40 opened new positions and 26 sold out. The largest holders were LPL Financial LLC ($479.1M), Morgan Stanley ($439.0M) and Raymond James Financial Inc. ($112.0M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
F/M US Treasury 3 Month Bill
Filed as
RBB FD INC (Q3 2025)
CUSIP
74933W452
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 180Q1 2024Q2 2024: 197Q2 2024Q3 2024: 220Q3 2024Q4 2024: 249Q4 2024Q1 2025: 268Q1 2025Q2 2025: 277Q2 2025Q3 2025: 287Q3 2025Q4 2025: 306Q4 2025Q1 2026: 321Q1 2026Q2 2026: 317Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions40$94.4M
Exits26$37.9M

All 13F filers, Q2 2025 → Q3 2025: 6,088,988 shares bought and 6,656,146 shares sold, net −567,158 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 287 holders

LPL Financial LLC 0.14% Reduce -4.1% 9,581,257 $479.1M
Morgan Stanley 0.03% Add +2.2% 8,779,183 $439.0M
Raymond James Financial Inc. 0.04% Add +11.3% 2,239,198 $112.0M
Stifel Financial Corp. 0.09% Add +26.2% 2,021,212 $101.1M
Wealth Enhancement Advisory Services, LLC 0.13% Add +22.5% 1,742,743 $86.9M
Wells Fargo & Company 0.01% Add +31.1% 1,439,855 $72.0M
Obermeyer Wealth Partners 2.68% Add +17.9% 1,142,072 $57.1M
Journey Strategic Wealth LLC 1.55% New 1,097,416 $54.9M
Total Investment Management Inc. 6.54% Reduce -1.8% 1,005,516 $50.3M
Benjamin Edwards Inc. 0.54% Add +19.8% 955,746 $47.8M
Envestnet Asset Management Inc. 0.01% Reduce -2.5% 866,216 $43.3M
Commonwealth Equity Services, LLC 0.05% Reduce -10.7% 816,101 $40.8M
F/m Investments LLC 1.50% Reduce -23.9% 777,571 $38.9M
MML Investors Services, LLC 0.10% Reduce -24.0% 762,665 $38.1M
UBS Group AG 0.01% Add +4.0% 731,801 $36.6M
Private Advisor Group, LLC 0.17% Add +0.3% 693,923 $34.7M
Scotia Capital Inc. 0.11% Add +157.6% 520,813 $26.0M
Revolve Wealth Partners, LLC 3.06% Add +5.0% 510,740 $25.5M
Cambridge Investment Research Advisors, Inc. 0.07% Add +1.5% 503,649 $25.2M
Mariner, LLC 0.03% Add +38.3% 495,171 $24.8M
Integrated Wealth Concepts LLC 0.22% Add +3.5% 490,591 $24.5M
CENTRAL TRUST Co 0.50% Reduce -6.0% 473,963 $23.7M
Cetera Investment Advisers 0.02% Add +1.4% 398,888 $19.9M
Moloney Securities Asset Management, LLC 2.06% Reduce -66.2% 345,301 $17.3M
Family Office Research LLC 7.54% Add +46.1% 344,828 $17.2M
Strong Tower Advisory Services 3.25% Add +65.6% 342,799 $17.1M
Steward Partners Investment Advisory, LLC 0.09% Add +1.6% 300,117 $15.0M
Ibex Wealth Advisors 1.40% Add +12.8% 293,321 $14.7M
VanWeelden Wealth Management, LLC 11.53% — 280,379 $14.0M
Kestra Private Wealth Services, LLC 0.18% Add +20.2% 277,723 $13.9M
JPMorgan Chase & Co. 0.00% Add +75.1% 265,113 $13.3M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +175.7% 260,000 $13.0M
Lido Advisors, LLC 0.05% Reduce -6.8% 252,419 $12.6M
Generation Capital Management LLC 9.12% Reduce -6.2% 251,903 $12.6M
Gries Financial LLC 1.91% Reduce -11.7% 242,146 $12.1M
Strait & Sound Wealth Management LLC 4.56% Add +2.3% 237,649 $11.9M
Kestra Advisory Services, LLC 0.05% Reduce -36.4% 231,406 $11.6M
Wealthquest Corp 0.90% Reduce -1.5% 225,576 $11.3M
Coign Capital Advisors LLC 6.01% Add +38.7% 218,317 $10.9M
Tower Research Capital LLC (TRC) 0.30% New 217,126 $10.9M
Equitable Holdings, Inc. 0.08% Reduce -15.4% 215,889 $10.8M
Divergent Planning, LLC 2.76% Add +50.8% 207,926 $10.4M
Sterling Group Wealth Management, LLC 4.48% Add +669.4% 181,055 $9.1M
Avidian Wealth Enterprises, LLC 0.34% Add +14.9% 180,319 $9.0M
Money Concepts Capital Corp. 0.54% Add +1.3% 173,976 $8.7M
Alpine Bank Wealth Management 1.22% Reduce -8.6% 173,461 $8.7M
IFG Advisory, LLC 0.38% Add +98.0% 166,887 $8.3M
Pinnacle Wealth Management Group, Inc. 4.22% Add +5.5% 164,683 $8.2M
Capital Investment Counsel, Inc 0.93% Add +324.2% 151,966 $7.6M
B & T Capital Management DBA Alpha Capital Management 1.20% Add +29.8% 151,427 $7.6M
Synovus Financial Corp. 0.08% Add +7.4% 146,051 $7.3M
Wealthstar Advisors, LLC 2.72% Add +3.6% 138,089 $6.9M
49 Wealth Management, LLC 0.65% Reduce -38.3% 137,141 $6.9M
Stratos Wealth Partners, LTD. 0.08% Reduce -48.8% 134,028 $6.7M
Proactive Wealth Strategies LLC 2.85% Add +3.1% 132,348 $6.6M
RFG Advisory, LLC 0.14% Add +4.2% 131,237 $6.6M
Fiduciary Alliance LLC 0.43% Add +58.6% 128,123 $6.4M
Neuberger Berman Group LLC 0.00% Reduce -4.1% 126,881 $6.3M
Manchester Financial Inc. 1.27% Reduce -1.5% 126,519 $6.3M
Flagship Harbor Advisors, LLC 0.27% Add +162.5% 124,976 $6.2M
Flputnam Investment Management Co. 0.09% Reduce -35.1% 121,701 $6.1M
Copia Wealth Management 4.37% Reduce -5.3% 117,560 $5.9M
Vision Financial Markets LLC 4.98% Add +6.8% 116,688 $5.8M
Clear Creek Financial Management, LLC 0.50% Add +400.2% 116,006 $5.8M
Formidable Asset Management, LLC 0.89% Add +7.8% 112,372 $5.6M
Boyum Wealth Architects LLC 3.37% Reduce -5.5% 109,383 $5.5M
Sovereign Financial Group, Inc. 1.01% Reduce -3.4% 107,797 $5.4M
First Heartland Consultants, Inc. 0.43% Add +8.4% 106,262 $5.3M
Retirement Capital Strategies 2.02% Reduce -51.4% 105,492 $5.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.61% Add +0.3% 103,427 $5.2M
Forum Financial Management, LP 0.07% Reduce -1.2% 101,810 $5.1M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -19.4% 100,107 $5.0M
Hilton Capital Management, LLC 0.40% Reduce -26.7% 99,997 $5.0M
Wealthcare Advisory Partners LLC 0.10% Reduce -70.0% 97,573 $4.9M
Tidal Investments LLC 0.02% Reduce -45.2% 95,713 $4.8M
Jaffetilchin Investment Partners, LLC 0.28% Add +12.6% 92,639 $4.6M
Ashton Thomas Private Wealth, LLC 0.12% Reduce -18.3% 91,655 $4.6M
Global View Capital Management LLC 0.94% Reduce -7.5% 88,915 $4.4M
&partners 0.03% New 88,877 $4.4M
AdvisorNet Financial, Inc 0.25% Reduce -15.7% 88,210 $4.4M
DAVENPORT & Co LLC 0.02% Add +20.0% 87,177 $4.4M
Founders Financial Alliance, LLC 0.72% Add +25.5% 76,719 $3.8M
Farther Finance Advisors, LLC 0.06% Add +8.6% 75,001 $3.8M
Denver Wealth Management, Inc. 1.36% Reduce -54.4% 73,972 $3.7M
Kraft, Davis & Associates, LLC 0.88% Add +128.4% 72,410 $3.6M
Beacon Pointe Advisors, LLC 0.03% New 69,574 $3.5M
Parallel Advisors, LLC 0.06% Reduce -7.6% 69,095 $3.5M
Concurrent Investment Advisors, LLC 0.06% Reduce -5.0% 66,724 $3.3M
HighTower Advisors, LLC 0.00% Reduce -75.3% 66,246 $3.3M
Cypress Capital, LLC 0.94% Reduce -23.6% 65,902 $3.3M
Independent Financial Group, LLC 0.08% Reduce -18.6% 64,087 $3.2M
Crew Capital Management, Ltd 2.09% Add +30.1% 62,424 $3.1M
Longview Financial Advisors, Inc. 2.14% Reduce -2.1% 60,085 $3.0M
Sigma Planning Corp 0.08% Reduce -10.1% 58,927 $2.9M
Orion Porfolio Solutions, LLC 0.02% Add +80.7% 57,678 $2.9M
Koshinski Asset Management, Inc. 0.20% Reduce -10.3% 56,369 $2.8M
International Assets Investment Management, LLC 0.22% No change 55,774 $2.8M
AQR Capital Management 0.00% New 53,855 $2.7M
Fortis Group Advisors, LLC 0.46% Reduce -32.5% 53,379 $2.7M
Great Valley Advisor Group, Inc. 0.05% Add +1.7% 53,343 $2.7M

"% 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.

Show all 287 holders