TBIL Institutional Ownership
F/m US Treasury 3 Month Bill Fund
1W: +0.1%
1M: +0.0%
3M: -0.0%
YTD: +0.6%
1Y: +0.7%
3Y: +10.8%
$49.88
+0.01 (+0.03%)
Weekly Expected Move ±0.2%
$50
$50
$50
$50
$50
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — TBIL
352
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
4B
Total Invested
40
New Positions
121
Increased
156
Reduced
34
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (381 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 12,835,609 | $640M | +1,773,481 | +16.0% | 13Q | SEC ↗ |
| 2 | LPL Financial LLC | 11,182,265 | $558M | +351,312 | +3.2% | 15Q | SEC ↗ |
| 3 | STIFEL FINANCIAL CORP | 3,551,219 | $177M | +1,166,829 | +48.9% | 14Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 3,542,975 | $177M | -36,106 | -1.0% | 7Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 3,354,595 | $167M | +233,238 | +7.5% | 12Q | SEC ↗ |
| 6 | Obermeyer Wealth Partners | 1,498,328 | $75M | +100,163 | +7.2% | 10Q | SEC ↗ |
| 7 | Private Advisor Group, LLC | 1,084,853 | $54M | +45,974 | +4.4% | 14Q | SEC ↗ |
| 8 | BENJAMIN EDWARDS INC | 1,065,523 | $53M | +33,000 | +3.2% | 8Q | SEC ↗ |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 994,825 | $50M | +233,186 | +30.6% | 15Q | SEC ↗ |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 951,425 | $47M | +165,285 | +21.0% | 14Q | SEC ↗ |
| 11 | HighTower Advisors, LLC | 896,609 | $45M | -892,566 | -49.9% | 14Q | SEC ↗ |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 833,243 | $42M | -16,323 | -1.9% | 11Q | SEC ↗ |
| 13 | JOURNEY STRATEGIC WEALTH LLC | 832,583 | $42M | -233,813 | -21.9% | 3Q | SEC ↗ |
| 14 | MML INVESTORS SERVICES, LLC | 832,046 | $41M | +213,268 | +34.5% | 15Q | SEC ↗ |
| 15 | F/m Investments LLC | 825,437 | $41M | -85,705 | -9.4% | 8Q | SEC ↗ |
| 16 | UBS Group AG | 668,134 | $33M | -20,760 | -3.0% | 13Q | SEC ↗ |
| 17 | Equitable Holdings, Inc. | 655,209 | $33M | -122,663 | -15.8% | 13Q | SEC ↗ |
| 18 | Integrated Wealth Concepts LLC | 624,381 | $31M | +5,154 | +0.8% | 13Q | SEC ↗ |
| 19 | NEUBERGER BERMAN GROUP LLC | 590,929 | $29M | +284,951 | +93.1% | 8Q | SEC ↗ |
| 20 | Steward Partners Investment Advisory, | 562,324 | $28M | +2,827 | +0.5% | 11Q | SEC ↗ |
| 21 | Capital Investment Counsel, Inc | 528,870 | $26M | +70,091 | +15.3% | 6Q | SEC ↗ |
| 22 | Cambridge Investment Research Advisors | 493,762 | $25M | +105,776 | +27.3% | 15Q | SEC ↗ |
| 23 | Cetera Investment Advisers | 472,998 | $24M | +28,659 | +6.4% | 13Q | SEC ↗ |
| 24 | AQR CAPITAL MANAGEMENT LLC | 425,965 | $21M | +124,528 | +41.3% | 4Q | SEC ↗ |
| 25 | Kestra Advisory Services, LLC | 399,088 | $20M | -10,933 | -2.7% | 14Q | SEC ↗ |
| 26 | IBEX WEALTH ADVISORS | 390,210 | $19M | -616 | -0.2% | 7Q | SEC ↗ |
| 27 | CENTRAL TRUST Co | 385,887 | $19M | +6,932 | +1.8% | 9Q | SEC ↗ |
| 28 | Stratos Wealth Partners, LTD. | 384,417 | $19M | -513,131 | -57.2% | 12Q | SEC ↗ |
| 29 | JPMORGAN CHASE & CO | 356,748 | $18M | -61,525 | -14.7% | 6Q | SEC ↗ |
| 30 | Savvy Advisors, Inc. | 347,022 | $17M | -125,736 | -26.6% | 5Q | SEC ↗ |
| 31 | FLPUTNAM INVESTMENT MANAGEMENT CO | 345,273 | $17M | -70,094 | -16.9% | 13Q | SEC ↗ |
| 32 | Proactive Wealth Strategies LLC | 332,352 | $17M | +1,331 | +0.4% | 8Q | SEC ↗ |
| 33 | B & T Capital Management DBA Alpha Cap | 326,051 | $16M | +204,166 | +167.5% | 10Q | SEC ↗ |
| 34 | Mariner, LLC | 314,923 | $16M | -129,137 | -29.1% | 13Q | SEC ↗ |
| 35 | TCFG WEALTH MANAGEMENT, LLC | 300,070 | $15M | +295,445 | +6388.0% | 7Q | SEC ↗ |
| 36 | Sterling Group Wealth Management, LLC | 292,952 | $15M | +17,650 | +6.4% | 5Q | SEC ↗ |
| 37 | Alpine Bank Wealth Management | 292,448 | $15M | +72,236 | +32.8% | 6Q | SEC ↗ |
| 38 | Family Office Research LLC | 278,261 | $14M | +46,649 | +20.1% | 7Q | SEC ↗ |
| 39 | Arax Advisory Partners | 266,155 | $13M | +157,849 | +145.7% | 2Q | SEC ↗ |
| 40 | Avidian Wealth Enterprises, LLC | 264,283 | $13M | -21,491 | -7.5% | 7Q | SEC ↗ |
| 41 | MBL Wealth, LLC | 258,051 | $13M | +33,184 | +14.8% | 10Q | SEC ↗ |
| 42 | VanWeelden Wealth Management, LLC | 254,378 | $13M | +247,461 | +3577.6% | 4Q | SEC ↗ |
| 43 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 252,531 | $13M | — | +0.0% | 1Q | SEC ↗ |
| 44 | Generation Capital Management LLC | 251,388 | $13M | -7,259 | -2.8% | 7Q | SEC ↗ |
| 45 | Strait & Sound Wealth Management LLC | 243,992 | $12M | +5,217 | +2.2% | 11Q | SEC ↗ |
| 46 | Tidal Investments LLC | 235,703 | $12M | -85,048 | -26.5% | 6Q | SEC ↗ |
| 47 | Creative Planning | 233,332 | $12M | +48,018 | +25.9% | 4Q | SEC ↗ |
| 48 | TCFG Investment Advisors, LLC | 229,915 | $11M | -70,155 | -23.4% | 2Q | SEC ↗ |
| 49 | Wealthquest Corp | 221,786 | $11M | -21,999 | -9.0% | 16Q | SEC ↗ |
| 50 | Pinnacle Financial Partners, Inc. | 219,117 | $11M | -58,780 | -21.2% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 252,531 | $13M |
| SUCCESSION FINANCIAL, INC. | 96,714 | $5M |
| Arkadios Wealth Advisors | 67,480 | $3M |
| DAYMARK WEALTH PARTNERS, LLC | 37,620 | $2M |
| CITADEL ADVISORS LLC | 27,878 | $1M |
| Global Retirement Partners, LLC | 25,014 | $1M |
| Eagle Strategies LLC | 20,858 | $1M |
| Global Assets Advisory, LLC | 20,077 | $1M |
| PeakShares LLC | 20,000 | $998K |
| Kovack Advisors, Inc. | 19,800 | $988K |
| Waverly Advisors, LLC | 18,460 | $921K |
| StoneX Group Inc. | 16,055 | $801K |
| JANE STREET GROUP, LLC | 12,883 | $643K |
| PRAIRIE ADVISORY, LLC | 11,804 | $589K |
| Main Street Financial Solutions, LL | 11,498 | $573K |
| Arete Wealth Advisors, LLC | 10,960 | $547K |
| IFC Advisors LLC | 10,069 | $502K |
| Yukon Wealth Management, Inc. | 10,021 | $500K |
| B. Riley Wealth Advisors, Inc. | 10,000 | $499K |
| HORAN Wealth, LLC | 9,601 | $479K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Mirae Asset Global Investments Co., | 697,000 | $35M |
| Baird Financial Group, Inc. | 259,371 | $13M |
| MANCHESTER FINANCIAL INC | 123,867 | $6M |
| FLOW TRADERS U.S. LLC | 83,634 | $4M |
| Kraft, Davis & Associates, LLC | 70,228 | $4M |
| 49 WEALTH MANAGEMENT, LLC | 41,969 | $2M |
| SFG Wealth Management, LLC. | 41,610 | $2M |
| Robinhood Asset Management, LLC | 35,823 | $2M |
| Opus Capital Group, LLC | 33,506 | $2M |
| CWA Asset Management Group, LLC | 27,615 | $1M |
| Lebenthal Global Advisors, LLC | 20,857 | $1M |
| Innovative Asset Advisors Group, LL | 20,048 | $1000K |
| Fisher Asset Management, LLC | 18,101 | $903K |
| CORA CAPITAL ADVISORS LLC | 15,434 | $770K |
| TD Waterhouse Canada Inc. | 13,529 | $675K |
| A4 Wealth Advisors LLC | 12,020 | $599K |
| Heritage Wealth Management, Inc. /C | 10,000 | $499K |
| Wealthstar Advisors, LLC | 8,920 | $445K |
| Integrity Financial Corp /WA | 8,418 | $420K |
| Orion Porfolio Solutions, LLC | 7,908 | $394K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +1,773,481 | +16.0% | 12,835,609 |
| STIFEL FINANCIAL CORP | +1,166,829 | +48.9% | 3,551,219 |
| LPL Financial LLC | +351,312 | +3.2% | 11,182,265 |
| TCFG WEALTH MANAGEMENT, LLC | +295,445 | +6388.0% | 300,070 |
| NEUBERGER BERMAN GROUP LLC | +284,951 | +93.1% | 590,929 |
| VanWeelden Wealth Management, LLC | +247,461 | +3577.6% | 254,378 |
| WELLS FARGO & COMPANY/MN | +233,238 | +7.5% | 3,354,595 |
| ENVESTNET ASSET MANAGEMENT INC | +233,186 | +30.6% | 994,825 |
| MML INVESTORS SERVICES, LLC | +213,268 | +34.5% | 832,046 |
| B & T Capital Management DBA Alpha | +204,166 | +167.5% | 326,051 |
| COMMONWEALTH EQUITY SERVICES, LLC | +165,285 | +21.0% | 951,425 |
| Arax Advisory Partners | +157,849 | +145.7% | 266,155 |
| AQR CAPITAL MANAGEMENT LLC | +124,528 | +41.3% | 425,965 |
| TRUIST FINANCIAL CORP | +121,768 | +173.8% | 191,818 |
| IFG Advisory, LLC | +111,841 | +37156.5% | 112,142 |
| Cambridge Investment Research Advis | +105,776 | +27.3% | 493,762 |
| Obermeyer Wealth Partners | +100,163 | +7.2% | 1,498,328 |
| OSAIC HOLDINGS, INC. | +93,575 | +298.8% | 124,890 |
| AE Wealth Management LLC | +82,254 | +165.6% | 131,916 |
| KINGSWOOD WEALTH ADVISORS, LLC | +77,428 | +273.5% | 105,736 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Independent Advisor Alliance | -1,143,554 | -94.5% | 66,452 |
| HighTower Advisors, LLC | -892,566 | -49.9% | 896,609 |
| Stratos Wealth Partners, LTD. | -513,131 | -57.2% | 384,417 |
| TOTAL INVESTMENT MANAGEMENT INC | -251,964 | -64.4% | 139,261 |
| JOURNEY STRATEGIC WEALTH LLC | -233,813 | -21.9% | 832,583 |
| SCOTIA CAPITAL INC. | -156,232 | -44.9% | 191,640 |
| Mariner, LLC | -129,137 | -29.1% | 314,923 |
| Savvy Advisors, Inc. | -125,736 | -26.6% | 347,022 |
| Equitable Holdings, Inc. | -122,663 | -15.8% | 655,209 |
| Fiduciary Alliance LLC | -101,850 | -90.2% | 11,125 |
| F/m Investments LLC | -85,705 | -9.4% | 825,437 |
| Tidal Investments LLC | -85,048 | -26.5% | 235,703 |
| TCFG Investment Advisors, LLC | -70,155 | -23.4% | 229,915 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | -70,094 | -16.9% | 345,273 |
| JPMORGAN CHASE & CO | -61,525 | -14.7% | 356,748 |
| Pinnacle Financial Partners, Inc. | -58,780 | -21.2% | 219,117 |
| Ashton Thomas Private Wealth, LLC | -52,022 | -55.8% | 41,282 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -49,734 | -47.9% | 54,187 |
| Lido Advisors, LLC | -41,506 | -45.7% | 49,332 |
| Pitcairn Wealth Advisors LLC | -39,874 | -88.2% | 5,318 |