F/M US Treasury 6 Month BillXBILETF

13F holders, Q4 2024 (December 31)
78holders +6
12new positions
9sold out
$50.04avg. 13F price*

At the end of Q4 2024, 78 institutions reported holding F/M US Treasury 6 Month Bill (XBIL) in their 13F filings, up 6 from Q3 2024. 12 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($75.5M), Acorn Financial Advisory Services Inc. ($54.0M) and UBS Group AG ($21.5M).

Company
F/M US Treasury 6 Month Bill
Filed as
RBB FD INC (Q4 2024)
CUSIP
74933W460
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 62Q1 2024Q2 2024: 78Q2 2024Q3 2024: 72Q3 2024Q4 2024: 78Q4 2024Q1 2025: 84Q1 2025Q2 2025: 88Q2 2025Q3 2025: 88Q3 2025Q4 2025: 95Q4 2025Q1 2026: 99Q1 2026Q2 2026: 95Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions12$7.8M
Exits9$6.2M

All 13F filers, Q3 2024 → Q4 2024: 1,184,258 shares bought and 840,948 shares sold, net +343,310 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 78 holders

LPL Financial LLC 0.03% Add +34.3% 1,509,407 $75.5M
Acorn Financial Advisory Services Inc. 8.90% Add +16.1% 1,078,860 $54.0M
UBS Group AG 0.00% Add +24.5% 430,366 $21.5M
Raymond James Financial Inc. 0.01% — 411,332 $20.6M
Stifel Financial Corp. 0.02% Reduce -48.7% 320,215 $16.0M
Milestone Asset Management, LLC 3.34% Reduce -49.3% 302,048 $15.1M
MML Investors Services, LLC 0.05% Reduce -5.9% 280,986 $14.1M
49 Wealth Management, LLC 1.98% Add +46.9% 277,181 $13.9M
Private Advisor Group, LLC 0.07% Reduce -1.2% 253,582 $12.7M
Commonwealth Equity Services, LLC 0.02% Add +8.4% 238,980 $12.0M
Good Life Advisors, LLC 0.87% Add +71.4% 238,061 $11.9M
IHT Wealth Management, LLC 0.32% Reduce -1.2% 197,529 $9.9M
Denver Wealth Management, Inc. 2.39% Reduce -10.1% 106,228 $5.3M
Cetera Investment Advisers 0.01% Reduce -2.5% 106,172 $5.3M
Copia Wealth Management 4.62% — 96,946 $4.9M
Moors & Cabot, Inc. 0.21% Add +53.0% 89,276 $4.5M
Janney Montgomery Scott LLC 0.01% Add +82.6% 88,706 $4.4M
Integrated Wealth Concepts LLC 0.05% Add +385.2% 83,298 $4.2M
Spinnaker Investment Group, LLC 0.66% Add +8.9% 54,400 $2.7M
Benjamin Edwards Inc. 0.04% Reduce -5.6% 51,675 $2.6M
Prospera Financial Services Inc 0.04% Add +13.7% 38,200 $1.9M
Equitable Holdings, Inc. 0.02% Reduce -4.0% 35,194 $1.8M
Gateway Wealth Partners, LLC 0.44% Add +37.4% 34,148 $1.7M
Wealth Enhancement Advisory Services, LLC 0.00% Add +487.4% 32,187 $1.6M
Semmax Financial Advisors Inc. 0.43% Reduce -0.2% 31,867 $1.6M
Envestnet Asset Management Inc. 0.00% Reduce -4.2% 31,610 $1.6M
Spire Wealth Management 0.04% New 25,681 $1.3M
Gentry Private Wealth, LLC 5.31% No change 25,500 $1.3M
International Assets Investment Management, LLC 0.10% New 24,850 $1.2M
Farther Finance Advisors, LLC 0.04% New 22,692 $1.1M
Revolve Wealth Partners, LLC 0.16% Reduce -1.1% 21,687 $1.1M
Stratos Wealth Partners, LTD. 0.02% Reduce -66.5% 21,501 $1.1M
Global View Capital Management LLC 0.37% — 21,285 $1.1M
Retirement Capital Strategies 0.38% New 19,980 $1000K
David Kennon Inc 0.37% Add +40.3% 18,876 $944K
Manchester Financial Inc. 0.20% Reduce -7.6% 18,341 $918K
Wealthcare Advisory Partners LLC 0.02% Add +7.8% 17,135 $857K
GoalVest Advisory LLC 0.23% No change 16,500 $826K
Truist Financial Corp. 0.00% Reduce -12.4% 15,000 $751K
Money Concepts Capital Corp. 0.05% Add +81.5% 14,528 $727K
IFP Advisors, Inc 0.02% Reduce -38.9% 14,123 $707K
Wealthquest Corp 0.06% Reduce -23.9% 13,820 $691K
OneDigital Investment Advisors LLC 0.01% New 13,404 $671K
Belpointe Asset Management LLC 0.04% Reduce -8.1% 12,367 $621K
Curran Financial Partners, LLC 0.16% Reduce -16.2% 12,314 $616K
Great Valley Advisor Group, Inc. 0.01% Add +0.0% 11,987 $600K
Private Trust Co. NA 0.06% Reduce -4.2% 11,497 $575K
Kraft, Davis & Associates, LLC 0.16% Reduce -2.5% 11,177 $560K
Ibex Wealth Advisors 0.06% New 11,006 $551K
B & T Capital Management DBA Alpha Capital Management 0.10% No change 10,745 $538K
Bank of New York Mellon Corp 0.00% Reduce -10.2% 9,932 $497K
Atticus Wealth Management, LLC 0.15% Add +35.2% 9,498 $475K
Independent Advisor Alliance 0.01% New 9,339 $467K
Goldman Sachs Group Inc. 0.00% New 8,900 $445K
Private Portfolio Partners LLC 0.08% Add +30.3% 8,834 $442K
First Heartland Consultants, Inc. 0.04% Reduce -49.0% 8,615 $431K
Heck Capital Advisors, LLC 0.05% Add +11.5% 8,300 $415K
Unique Wealth, LLC 0.09% New 8,224 $411K
HRT Financial LP 0.00% New 8,197 $410K
Cambridge Investment Research Advisors, Inc. 0.00% Add +6.6% 7,828 $392K
Ted Buchan & Co 0.17% Add +1.0% 7,390 $370K
Inspire Advisors, LLC 0.04% Reduce -6.8% 6,653 $333K
Ausdal Financial Partners, Inc. 0.02% Add +1.5% 5,626 $281K
D.A. Davidson & Co. 0.00% Reduce -21.4% 5,493 $275K
Fonville Wealth Management LLC 0.09% Add +1.5% 5,214 $261K
Geneos Wealth Management Inc. 0.01% New 4,585 $229K
Verus Financial Partners, Inc. 0.02% No change 4,100 $205K
Five Pine Wealth Management 0.17% — 4,014 $201K
Trek Financial, LLC 0.01% No change 4,000 $200K
MPWM Advisory Solutions, LLC 0.04% — 1,197 $60K
Financial Gravity Companies, Inc. 0.01% No change 616 $31K
Trivant Custom Portfolio Group, LLC 0.02% Reduce -3.9% 520 $26K
ORG Partners LLC 0.00% Add +0.7% 454 $23K
NFSG Corp 0.00% No change 200 $10K
Morgan Stanley 0.00% Add +1.0% 102 $5K
CIBC Private Wealth Group LLC 0.00% No change 4 $200
Lanark Financial, Inc. 0.00% — 1 $50
FMR LLC 0.00% New 1 $50

"% of holder's portfolio" is XBIL's weight in each manager's 13F, not the share of F/M US Treasury 6 Month Bill the manager owns.