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 |
| Mgo One Seven LLC | 0.05% | Add +27.4% | 52,196 | $2.6M |
| GatePass Capital, LLC | 1.28% | Add +13.8% | 51,800 | $2.6M |
| International Assets Investment Management, LLC | 0.17% | Add +0.4% | 50,426 | $2.5M |
| AE Wealth Management LLC | 0.01% | Add +41.7% | 49,662 | $2.5M |
| Longview Financial Advisors, Inc. | 1.50% | Reduce -8.6% | 49,331 | $2.5M |
| Boyum Wealth Architects LLC | 1.02% | Reduce -66.8% | 48,849 | $2.4M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -16.2% | 47,975 | $2.4M |
| Sigma Planning Corp | 0.07% | Reduce -8.7% | 47,854 | $2.4M |
| Balefire, LLC | 0.45% | Add +8.9% | 47,686 | $2.4M |
| Cerity Partners LLC | 0.00% | Add +19.0% | 46,305 | $2.3M |
| Silver Coast Investments LLC | 0.73% | Add +12.7% | 45,674 | $2.3M |
| Wealth Advisory Solutions, LLC | 0.51% | Add +22.8% | 45,544 | $2.3M |
| Pitcairn Wealth Advisors LLC | 0.21% | No change | 45,192 | $2.3M |
| Ameritas Advisory Services, LLC | 0.09% | Add +3.4% | 44,295 | $2.2M |
| Maia Wealth LLC | 0.37% | Reduce -6.3% | 44,107 | $2.2M |
| Guardian Wealth Advisors, LLC / NC | 0.14% | Add +50.7% | 43,911 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -44.0% | 43,038 | $2.1M |
| Bank of Montreal | 0.00% | Add +282.9% | 42,984 | $2.1M |
| Compass Financial Group, Inc. (Ohio) | 1.54% | Reduce -4.9% | 42,212 | $2.1M |
| Fifth Third Bancorp | 0.00% | New | 42,142 | $2.1M |
| 49 Wealth Management, LLC | 0.16% | Reduce -2.0% | 41,969 | $2.1M |
| SFG Wealth Management, LLC. | 0.85% | New | 41,610 | $2.1M |
| Wedbush Securities Inc. | 0.06% | Add +21.0% | 41,547 | $2.1M |
| Capital Financial Group Inc\co\ | 1.10% | Reduce -8.8% | 40,328 | $2.0M |
| Parr McKnight Wealth Management Group, LLC | 0.26% | Add +10.1% | 39,776 | $2.0M |
| IFP Advisors, Inc | 0.04% | Add +9.7% | 39,414 | $2.0M |
| AdvisorNet Financial, Inc | 0.10% | Reduce -33.3% | 38,496 | $1.9M |
| Summit Financial, LLC | 0.02% | New | 37,354 | $1.9M |
| Koshinski Asset Management, Inc. | 0.12% | Reduce -4.5% | 37,333 | $1.9M |
| Redwood Family Wealth LLC | 1.80% | Reduce -12.2% | 36,848 | $1.8M |
| Signet Financial Management, LLC | 0.20% | Add +41.1% | 36,320 | $1.8M |
| Ruggiero Investments, Inc. | 1.74% | Reduce -5.3% | 36,065 | $1.8M |
| Petra Financial Advisors Inc. | 1.11% | New | 35,938 | $1.8M |
| Marshall & Sterling Wealth Advisors Inc. | 1.14% | Add +28.1% | 35,008 | $1.7M |
| Opus Capital Group, LLC | 0.18% | New | 33,506 | $1.7M |
| Harbour Capital Advisors, LLC | 0.32% | Add +52.1% | 33,185 | $1.7M |
| Sage Mountain Advisors LLC | 0.11% | No change | 32,203 | $1.6M |
| Ignite Planners, LLC | 0.25% | Add +1.5% | 32,320 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.07% | Add +116.8% | 32,004 | $1.6M |
| Betterment LLC | 0.00% | Reduce -33.0% | 31,722 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -18.1% | 31,315 | $1.6M |
| Exit Wealth Advisors, LLC. | 0.76% | Add +264.2% | 29,562 | $1.5M |
| Retirement Capital Strategies | 0.55% | Reduce -23.7% | 29,090 | $1.5M |
| Transcendent Capital Group LLC | 0.66% | Reduce -25.5% | 29,080 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.07% | New | 28,308 | $1.4M |
| Strategic Investment Solutions, Inc. | 0.33% | Add +11.8% | 27,700 | $1.4M |
| CWA Asset Management Group, LLC | 0.05% | Add +357.4% | 27,615 | $1.4M |
| Clarus Group, Inc. | 0.48% | Reduce -8.3% | 26,676 | $1.3M |
| HighPoint Advisor Group LLC | 0.06% | Reduce -16.1% | 26,575 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -48.6% | 25,887 | $1.3M |
| Cane Capital Partners, LLC | 0.57% | Add +2.8% | 25,800 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | New | 25,722 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.04% | Add +5.3% | 24,275 | $1.2M |
| Acorn Financial Advisory Services Inc. | 0.17% | Add +15.2% | 24,170 | $1.2M |
| Prostatis Group LLC | 0.31% | Add +0.2% | 24,097 | $1.2M |
| Denver Wealth Management, Inc. | 0.41% | Reduce -45.1% | 23,983 | $1.2M |
| Captrust Financial Advisors | 0.00% | Reduce -58.6% | 23,878 | $1.2M |
| Widmann Financial Services, Inc. | 0.70% | Add +28.1% | 23,702 | $1.2M |
| Investment Research Partners LLC | 0.48% | No change | 23,630 | $1.2M |
| Avail Investment Partners, LLC | 1.26% | — | 23,630 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -45.6% | 23,346 | $1.2M |
| Altfest L J & Co. Inc. | 0.12% | Add +0.0% | 23,105 | $1.2M |
| Warner Financial, Inc. | 0.37% | Add +38.3% | 21,838 | $1.1M |
| KG Capital Management | 0.77% | Reduce -51.5% | 21,482 | $1.1M |
| Glass Jacobson Investment Advisors llc | 0.35% | Reduce -12.0% | 20,399 | $1.0M |
| Innovative Asset Advisors Group, LLC | 0.58% | — | 20,048 | $1.0M |
| Bull Harbor Capital LLC | 0.27% | — | 20,050 | $1000K |
| Everstar Asset Management, LLC | 0.51% | Add +111.4% | 19,051 | $950K |
| Corient Private Wealth LP | 0.00% | Add +19.3% | 18,837 | $939K |
| Impact Partnership Wealth, LLC | 0.12% | Add +46.3% | 18,831 | $939K |
| Sanctuary Advisors, LLC | 0.01% | Add +5.4% | 18,730 | $934K |
| Principal Securities, Inc. | 0.01% | Add +18.2% | 18,425 | $919K |
| Cornerstone Wealth Management, LLC | 0.05% | Reduce -4.9% | 18,376 | $916K |
| Emerald Investment Advisers, LLC | 0.08% | — | 18,241 | $909K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.7% | 18,202 | $908K |
| TruWealth Advisors, LLC | 0.04% | Reduce -2.7% | 18,127 | $904K |
| Fisher Asset Management | 0.00% | New | 18,101 | $903K |
| Principia Wealth Advisory, LLC | 0.51% | Add +7.2% | 17,932 | $894K |
| Cibc World Market Inc. | 0.00% | Reduce -16.0% | 17,881 | $892K |
| Capital Square, LLC | 0.41% | New | 17,813 | $890K |
| Core Wealth Partners LLC | 0.41% | Reduce -12.5% | 17,731 | $884K |
| Flynn Zito Capital Management, LLC | 0.28% | Add +11.2% | 17,357 | $865K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +117.3% | 16,303 | $813K |
| Trilogy Capital Inc. | 0.04% | Add +5.6% | 16,169 | $806K |
| Apollon Financial, LLC | 0.11% | Add +8.7% | 15,989 | $797K |
| Harbour Investments, Inc. | 0.01% | Add +96.3% | 15,736 | $785K |
| Cwm, LLC | 0.00% | Reduce -29.1% | 15,500 | $773K |
| Tidemark, LLC | 0.20% | Add +1.5% | 15,468 | $771K |
| Cora Capital Advisors LLC | 0.25% | New | 15,434 | $770K |
| Claris Financial LLC | 0.41% | Reduce -3.4% | 15,213 | $759K |
| Fell Capital Management | 0.71% | No change | 14,850 | $740K |
| Moors & Cabot, Inc. | 0.03% | Reduce -20.8% | 13,931 | $695K |
| Sandhill Capital Partners LLC | 0.06% | New | 13,877 | $692K |
| Ceera Investments, LLC | 0.30% | Reduce -5.8% | 13,607 | $678K |
| CreativeOne Wealth, LLC | 0.02% | Add +1.4% | 13,475 | $672K |
| Aviance Capital Partners, LLC | 0.08% | Reduce -2.9% | 13,320 | $664K |
| Private Trust Co. NA | 0.06% | Add +9.0% | 13,304 | $663K |
| Spire Wealth Management | 0.02% | Reduce -12.3% | 13,263 | $661K |
| Oxbow Advisors, LLC | 0.06% | Reduce -35.7% | 13,104 | $653K |
| Briggs Wealth Management, Inc | 0.69% | Reduce -23.4% | 13,094 | $653K |
| Valtinson Bruner Financial Planning LLC | 0.18% | Reduce -11.7% | 12,872 | $642K |
| WMG Financial Advisors, LLC | 0.27% | Reduce -36.3% | 12,856 | $641K |
| Diversified Trust Co. | 0.01% | Add +76.1% | 12,503 | $623K |
| NewEdge Wealth, LLC | 0.01% | Reduce -0.2% | 12,258 | $611K |
| IHT Wealth Management, LLC | 0.01% | Reduce -33.9% | 12,186 | $608K |
| A4 Wealth Advisors LLC | 0.50% | New | 12,020 | $599K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -8.3% | 11,663 | $582K |
| Royal Fund Management, LLC | 0.06% | New | 11,533 | $575K |
| Accurate Wealth Management, LLC | 0.07% | Add +0.9% | 11,360 | $567K |
| Trustmark Bank Trust Department | 0.04% | Reduce -13.4% | 11,361 | $566K |
| KPP Advisory Services LLC | 0.08% | Reduce -5.1% | 11,136 | $555K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -19.1% | 11,000 | $548K |
| Encompass More Asset Management | 0.09% | Reduce -19.8% | 10,908 | $544K |
| Hamilton Wealth, LLC | 0.11% | Reduce -43.6% | 10,867 | $542K |
| Integras Partners LLC | 0.35% | Add +127.5% | 10,735 | $535K |
| Opal Wealth Advisors, LLC | 0.12% | Add +4.2% | 10,724 | $535K |
| Hilltop Holdings Inc. | 0.05% | New | 10,550 | $526K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -25.0% | 10,550 | $526K |
| Westbourne Investments, Inc. | 0.25% | New | 10,460 | $522K |
| Apollon Wealth Management, LLC | 0.01% | New | 10,403 | $519K |
| Leavell Investment Management, Inc. | 0.02% | No change | 10,355 | $516K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -17.6% | 10,319 | $515K |
| Elmwood Wealth Management, Inc. | 0.14% | No change | 10,315 | $514K |
| Strong Tower Advisory Services | 0.09% | New | 10,095 | $503K |
| Rockport Wealth LLC | 0.09% | Add +109.2% | 10,029 | $500K |
| Outlook Wealth Advisors, LLC | 0.12% | Add +0.1% | 10,015 | $499K |
| Heritage Wealth Management, Inc. | 0.28% | Reduce -65.5% | 10,000 | $499K |
| Sunrise Financial Services, LLC | 0.35% | Reduce -91.1% | 9,926 | $495K |
| Park Edge Advisors, LLC | 0.11% | Reduce -72.5% | 9,900 | $494K |
| Mattern Wealth Management LLC | 0.10% | Reduce -8.2% | 9,836 | $490K |
| Westside Investment Management, Inc. | 0.07% | Add +70.4% | 9,800 | $489K |
| TrueWealth Advisors, LLC | 0.12% | Reduce -19.7% | 9,785 | $488K |
| Golden State Wealth Management, LLC | 0.05% | Reduce -1.5% | 9,715 | $484K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -69.0% | 9,580 | $478K |
| CX Institutional | 0.01% | Reduce -33.0% | 9,459 | $472K |
| Red Crane Wealth Management, LLC | 0.39% | Reduce -22.0% | 9,423 | $470K |
| National Bank of Canada | 0.00% | Reduce -35.1% | 9,236 | $460K |
| Centaurus Financial, Inc. | 0.02% | Reduce -0.3% | 9,097 | $454K |
| Financial Guidance Group, Inc. | 0.18% | No change | 8,900 | $444K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 8,900 | $444K |
| Northeast Planning Associates, Inc. / NH / | 0.30% | Reduce -9.0% | 8,812 | $439K |
| MPWM Advisory Solutions, LLC | 0.22% | Add +39.8% | 8,513 | $424K |
| Castle Rock Wealth Management, LLC | 0.09% | Add +0.5% | 8,102 | $404K |
| Cassilly Financial Group LLC | 0.35% | No change | 8,101 | $404K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -86.0% | 7,908 | $394K |
| Calton & Associates, Inc. | 0.06% | Reduce -47.5% | 7,735 | $386K |
| Uptick Partners, LLC | 0.08% | New | 7,727 | $385K |
| US Bancorp \de | 0.00% | No change | 7,718 | $385K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -69.7% | 7,536 | $376K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +8.7% | 7,526 | $375K |
| Smith, Moore & Co. | 0.03% | New | 7,300 | $364K |
| Integrated Advisors Network LLC | 0.02% | Add +14.6% | 7,219 | $360K |
| Quantinno Capital Management LP | 0.00% | Add +39.9% | 7,013 | $350K |
| Brookwood Investment Group LLC | 0.04% | No change | 6,980 | $348K |
| VanWeelden Wealth Management, LLC | 0.28% | Reduce -97.6% | 6,917 | $345K |
| Level Four Advisory Services, LLC | 0.01% | New | 6,849 | $341K |
| Latitude Advisors, LLC | 0.15% | Reduce -2.2% | 6,588 | $328K |
| Belpointe Asset Management LLC | 0.01% | Add +0.5% | 6,395 | $319K |
| Astoria Portfolio Advisors LLC. | 0.07% | No change | 6,349 | $317K |
| Sunpointe, LLC | 0.10% | New | 6,264 | $312K |
| CFS Investment Advisory Services, LLC | 0.02% | No change | 6,000 | $300K |
| Davis Wealth Advisors, LLC | 0.25% | No change | 5,950 | $297K |
| Causey Wealth LLC | 0.12% | New | 5,800 | $289K |
| Crown Wealth Group, LLC | 0.08% | Reduce -8.7% | 5,719 | $285K |
| Stephens Inc. | 0.00% | No change | 5,540 | $276K |
| Samalin Investment Counsel, LLC | 0.10% | New | 5,500 | $274K |
| Venture Visionary Partners LLC | 0.01% | No change | 5,402 | $269K |
| Bank of America Corp. | 0.00% | No change | 5,375 | $268K |
| Astra Wealth Partners LLC | 0.17% | Reduce -12.6% | 5,346 | $267K |
| Camarda Financial Advisors, LLC | 0.14% | Add +0.3% | 5,314 | $265K |
| Roxbury Financial LLC | 0.24% | Add +16.9% | 5,267 | $263K |
| MAI Capital Management | 0.00% | Add +0.0% | 5,251 | $262K |
| Wellington Shields & Co., LLC | 0.07% | New | 5,250 | $262K |
| Centerpoint Advisory Group | 0.20% | No change | 5,215 | $260K |
| Atria Investments, Inc | 0.00% | Reduce -10.6% | 5,029 | $251K |
| Cornerstone Wealth Group, LLC | 0.02% | No change | 5,013 | $250K |
| Occidental Asset Management, LLC | 0.03% | No change | 5,000 | $249K |
| WT Wealth Management | 0.07% | New | 4,748 | $237K |
| Vermillion & White Wealth Management Group, LLC | 0.13% | Add +0.4% | 4,626 | $231K |
| WESPAC Advisors, LLC | 0.13% | Reduce -7.7% | 4,600 | $229K |
| Marino, Stram & Associates LLC | 0.04% | No change | 4,590 | $229K |
| Ballast Financial Advisors LLC | 0.23% | Reduce -3.9% | 4,416 | $220K |
| Indivisible Partners | 0.02% | Reduce -1.6% | 4,295 | $214K |
| Elevation Wealth Management LLC | 0.20% | Reduce -0.1% | 4,291 | $214K |
| Dakota Wealth Management | 0.00% | No change | 4,149 | $207K |
| Claro Advisors Inc. | 0.02% | New | 4,070 | $203K |
| Banque Cantonale Vaudoise | 0.01% | Add +5.9% | 3,241 | $162K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 3,000 | $150K |
| Legacy Wealth Managment, LLC | 0.07% | No change | 2,846 | $142K |
| Luminist Capital LLC | 0.19% | No change | 2,804 | $140K |
| Realta Investment Advisors | 0.04% | New | 2,500 | $125K |
| S.A. Mason LLC | 0.05% | Add +7.6% | 2,475 | $123K |
| Sound Income Strategies, LLC | 0.01% | New | 2,321 | $116K |
| LRI Investments, LLC | 0.01% | No change | 1,801 | $90K |
| Keating Financial Advisory Services, Inc. | 0.01% | New | 1,728 | $86K |
| Rothschild Investment LLC | 0.00% | No change | 1,200 | $60K |
| Napier Financial, LLC | 0.01% | New | 1,152 | $57K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,102 | $55K |
| FMR LLC | 0.00% | Reduce -53.4% | 1,049 | $52K |
| Royal Bank of Canada | 0.00% | Reduce -85.3% | 834 | $42K |
| Allworth Financial LP | 0.00% | Add +0.9% | 821 | $41K |
| Creative Financial Designs Inc. | 0.00% | Reduce -0.4% | 706 | $35K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 600 | $30K |
| CoreCap Advisors, LLC | 0.00% | Reduce -3.4% | 546 | $27K |
| GoalVest Advisory LLC | 0.01% | Reduce -81.9% | 520 | $26K |
| Lanark Financial, Inc. | 0.00% | No change | 500 | $25K |
| Tsfg, LLC | 0.00% | No change | 438 | $22K |
| Sankala Group LLC | 0.02% | No change | 408 | $20K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -80.9% | 369 | $18K |
| NBT Bank, N.A. | 0.00% | Add +636.0% | 368 | $18K |
| North Star Investment Management Corp. | 0.00% | No change | 311 | $16K |
| IFG Advisory, LLC | 0.04% | Reduce -99.8% | 301 | $15K |
| Hantz Financial Services, Inc. | 0.00% | New | 135 | $7K |
| YANKCOM Partnership | 0.00% | New | 100 | $5K |
| Elevated Capital Advisors, LLC | 0.00% | Reduce -4.5% | 85 | $4K |
| High Point Wealth Management, LLC | 0.00% | New | 83 | $4K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | Reduce -55.6% | 60 | $3K |
| Mather Group, Llc. | 0.00% | New | 44 | $2K |
| Advisory Services Network, LLC | 0.00% | New | 17 | $848 |
| True Link Financial Advisors, LLC | 0.00% | New | 14 | $698 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $108 |
"% 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.