F/M US Treasury 3 Month BillTBILETF
13F holders, Q1 2026 (March 31)321holders +15
41new positions
25sold out
2famous investors
$49.86avg. 13F price*
At the end of Q1 2026, 321 institutions reported holding F/M US Treasury 3 Month Bill (TBIL) in their 13F filings, up 15 from Q4 2025. 41 opened new positions and 25 sold out. The largest holders were Morgan Stanley ($551.6M), LPL Financial LLC ($540.0M) and Raymond James Financial Inc. ($178.5M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- F/M US Treasury 3 Month Bill
- Filed as
- RBB FD INC (Q1 2026)
- CUSIP
- 74933W452
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $46.8M |
| Exits | 25 | $26.2M |
All 13F filers, Q4 2025 → Q1 2026: 14,996,863 shares bought and 6,735,521 shares sold, net +8,261,342 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 321 holders
| Morgan Stanley | 0.03% | Add +12.7% | 11,062,128 | $551.6M |
| LPL Financial LLC | 0.14% | Add +10.3% | 10,830,953 | $540.0M |
| Raymond James Financial Inc. | 0.06% | Add +49.6% | 3,579,081 | $178.5M |
| Wells Fargo & Company | 0.03% | Add +66.7% | 3,121,357 | $155.6M |
| Stifel Financial Corp. | 0.11% | Add +15.2% | 2,384,390 | $118.9M |
| HighTower Advisors, LLC | 0.09% | Add +2796.7% | 1,789,175 | $89.2M |
| Obermeyer Wealth Partners | 3.21% | Add +5.2% | 1,398,165 | $69.7M |
| Independent Advisor Alliance | 0.65% | Add +2263.8% | 1,210,006 | $60.3M |
| Private Advisor Group, LLC | 0.24% | Add +29.5% | 1,038,879 | $51.8M |
| Benjamin Edwards Inc. | 0.51% | Reduce -1.0% | 1,032,523 | $51.5M |
| F/m Investments LLC | 3.02% | Add +13.6% | 911,142 | $45.4M |
| Stratos Wealth Partners, LTD. | 0.51% | Add +626.8% | 897,548 | $44.8M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Reduce -54.2% | 849,566 | $42.4M |
| Journey Strategic Wealth LLC | 1.03% | Reduce -21.9% | 832,583 | $41.5M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -8.2% | 786,140 | $39.2M |
| Equitable Holdings, Inc. | 0.25% | Add +260.0% | 777,872 | $38.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -16.7% | 761,639 | $38.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.10% | Reduce -2.2% | 697,000 | $34.8M |
| UBS Group AG | 0.01% | Add +1.4% | 688,894 | $34.3M |
| Integrated Wealth Concepts LLC | 0.25% | Add +248.1% | 619,227 | $30.9M |
| MML Investors Services, LLC | 0.09% | Reduce -50.6% | 618,778 | $30.9M |
| Steward Partners Investment Advisory, LLC | 0.14% | Add +67.3% | 559,497 | $27.9M |
| Savvy Advisors, Inc. | 0.63% | Add +5355.3% | 472,758 | $23.6M |
| Capital Investment Counsel, Inc | 2.80% | Add +75.5% | 458,779 | $22.9M |
| Cetera Investment Advisers | 0.02% | Add +8.4% | 444,339 | $22.2M |
| Mariner, LLC | 0.03% | Reduce -57.8% | 444,060 | $22.1M |
| JPMorgan Chase & Co. | 0.00% | Add +96.7% | 418,273 | $20.9M |
| Flputnam Investment Management Co. | 0.31% | Add +185.2% | 415,367 | $20.7M |
| Kestra Advisory Services, LLC | 0.08% | Add +88.9% | 410,021 | $20.4M |
| Total Investment Management Inc. | 2.27% | Reduce -60.6% | 391,225 | $19.5M |
| Ibex Wealth Advisors | 1.81% | Add +19.7% | 390,826 | $19.5M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -23.3% | 387,986 | $19.3M |
| CENTRAL TRUST Co | 0.37% | Reduce -11.7% | 378,955 | $18.9M |
| Scotia Capital Inc. | 0.07% | Reduce -10.6% | 347,872 | $17.3M |
| Proactive Wealth Strategies LLC | 3.10% | Add +128.8% | 331,021 | $16.5M |
| Tidal Investments LLC | 0.05% | Add +216.2% | 320,751 | $16.0M |
| Neuberger Berman Group LLC | 0.01% | Add +102.8% | 305,978 | $15.3M |
| AQR Capital Management | 0.01% | Reduce -60.1% | 301,437 | $15.0M |
| TCFG Wealth Management, LLC | 5.62% | Add +6388.0% | 300,070 | $15.0M |
| TCFG Investment Advisors, LLC | 5.62% | — | 300,070 | $15.0M |
| Avidian Wealth Enterprises, LLC | 0.45% | Reduce -4.5% | 285,774 | $14.2M |
| Pinnacle Financial Partners, Inc. | 0.11% | Add +38.3% | 277,897 | $13.9M |
| Sterling Group Wealth Management, LLC | 6.49% | Add +20.5% | 275,302 | $13.7M |
| Baird Financial Group, Inc. | 0.02% | Add +36.5% | 259,371 | $12.9M |
| Generation Capital Management LLC | 9.42% | Reduce -0.8% | 258,647 | $12.9M |
| Wealthquest Corp | 0.86% | Reduce -2.6% | 243,785 | $12.2M |
| Strait & Sound Wealth Management LLC | 4.54% | Add +7.7% | 238,775 | $11.9M |
| Family Office Research LLC | 5.02% | Reduce -13.6% | 231,612 | $11.5M |
| MBL Wealth, LLC | 0.85% | Add +48.4% | 224,867 | $11.2M |
| Alpine Bank Wealth Management | 1.60% | Reduce -1.2% | 220,212 | $11.0M |
| EP Wealth Advisors, LLC | 0.05% | Add +2904.6% | 213,897 | $10.7M |
| Creative Planning | 0.01% | Add +78.7% | 185,314 | $9.2M |
| Western Wealth Management, LLC | 0.35% | New | 185,183 | $9.2M |
| Coign Capital Advisors LLC | 4.84% | Reduce -1.9% | 184,828 | $9.2M |
| Money Concepts Capital Corp. | 0.48% | Add +2.7% | 175,189 | $8.7M |
| Wealthspire Retirement, LLC | 0.48% | Add +2046.4% | 161,730 | $8.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.9% | 154,055 | $7.7M |
| RFG Advisory, LLC | 0.14% | Add +2.7% | 153,640 | $7.7M |
| &partners | 0.04% | Add +50.7% | 142,456 | $7.1M |
| Clear Creek Financial Management, LLC | 0.53% | Reduce -2.5% | 138,611 | $6.9M |
| First Heartland Consultants, Inc. | 0.52% | Add +16.3% | 135,140 | $6.7M |
| Apella Capital, LLC | 0.10% | New | 134,164 | $6.7M |
| Revolve Wealth Partners, LLC | 0.85% | Reduce -72.8% | 131,872 | $6.6M |
| Pinnacle Wealth Management Group, Inc. | 3.04% | Reduce -26.1% | 124,179 | $6.2M |
| Manchester Financial Inc. | 1.19% | Reduce -2.7% | 123,867 | $6.2M |
| B & T Capital Management DBA Alpha Capital Management | 0.88% | Reduce -31.4% | 121,885 | $6.1M |
| Intrua Financial, LLC | 0.63% | Add +660.0% | 118,624 | $5.9M |
| Fortis Group Advisors, LLC | 0.98% | Add +114.4% | 118,617 | $5.9M |
| Fiduciary Alliance LLC | 0.34% | Reduce -8.0% | 112,975 | $5.6M |
| Arax Advisory Partners | 0.15% | New | 108,306 | $5.4M |
| Jaffetilchin Investment Partners, LLC | 0.32% | Add +6.5% | 106,883 | $5.3M |
| Cypress Capital, LLC | 1.50% | Add +0.3% | 105,573 | $5.3M |
| Sovereign Financial Group, Inc. | 0.92% | Reduce -10.5% | 105,564 | $5.3M |
| Kestra Private Wealth Services, LLC | 0.06% | Reduce -61.4% | 103,921 | $5.2M |
| Vision Financial Markets LLC | 5.02% | Reduce -14.2% | 103,088 | $5.1M |
| Founders Financial Alliance, LLC | 0.91% | Add +2.6% | 101,638 | $5.1M |
| Forum Financial Management, LP | 0.07% | Add +0.0% | 95,990 | $4.8M |
| Hilton Capital Management, LLC | 0.36% | Reduce -2.6% | 95,045 | $4.7M |
| Spinnaker Investment Group, LLC | 0.95% | Reduce -9.6% | 93,327 | $4.7M |
| Ashton Thomas Private Wealth, LLC | 0.11% | Add +9.7% | 93,304 | $4.7M |
| World Investment Advisors | 0.07% | Reduce -0.3% | 92,350 | $4.6M |
| Farther Finance Advisors, LLC | 0.04% | Add +15.0% | 92,286 | $4.6M |
| Lido Advisors, LLC | 0.02% | Reduce -64.0% | 90,838 | $4.5M |
| Wealthcare Advisory Partners LLC | 0.09% | Reduce -7.2% | 88,812 | $4.4M |
| DAVENPORT & Co LLC | 0.02% | Reduce -3.7% | 82,953 | $4.1M |
| Copia Wealth Management | 2.70% | Reduce -25.5% | 78,709 | $3.9M |
| Formidable Asset Management, LLC | 0.59% | Reduce -13.8% | 76,903 | $3.8M |
| Global View Capital Management LLC | 1.01% | Reduce -6.8% | 76,206 | $3.8M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +6.6% | 75,332 | $3.8M |
| Mutual Advisors, LLC | 0.08% | Add +145.7% | 72,791 | $3.6M |
| Bright Futures Wealth Management, LLC. | 2.43% | New | 71,253 | $3.6M |
| Flagship Harbor Advisors, LLC | 0.16% | Reduce -32.8% | 71,144 | $3.5M |
| Truist Financial Corp. | 0.00% | Add +51.3% | 70,050 | $3.5M |
| Matauro, LLC | 0.49% | Add +7.2% | 67,788 | $3.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.40% | Reduce -37.2% | 65,743 | $3.3M |
| Parallel Advisors, LLC | 0.06% | Add +13.2% | 65,227 | $3.3M |
| Independent Financial Group, LLC | 0.07% | Reduce -10.2% | 62,934 | $3.1M |
| Kingsview Wealth Management, LLC | 0.04% | Add +755.6% | 62,419 | $3.1M |
| Crew Capital Management, Ltd | 1.91% | Reduce -13.9% | 57,545 | $2.9M |
| NewEdge Advisors, LLC | 0.01% | Add +20.3% | 53,055 | $2.6M |
"% 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.