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XBIL Institutional Ownership

US Treasury 6 Month Bill ETF
1W: +0.1% 1M: -0.1% 3M: -0.1% YTD: +0.4% 1Y: +0.5% 3Y: +10.7%
$50.00
+0.00 (+0.00%)
 
Weekly Expected Move ±0.2%
$50 $50 $50 $50 $50
ETF NASDAQ · AUM $738.7M

Institutional Ownership — XBIL

115
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
361M
Total Invested
16
New Positions
32
Increased
61
Reduced
18
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (127 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 2,275,618 $114M -87,623 -3.7% 13Q SEC ↗
2 UBS Group AG 530,016 $27M -12,428 -2.3% 11Q SEC ↗
3 STIFEL FINANCIAL CORP 410,810 $21M +78,862 +23.8% 12Q SEC ↗
4 MORGAN STANLEY 308,833 $15M +16,761 +5.7% 8Q SEC ↗
5 RAYMOND JAMES FINANCIAL INC 287,345 $14M -48,186 -14.4% 7Q SEC ↗
6 Moors & Cabot, Inc. 256,402 $13M +2,999 +1.2% 8Q SEC ↗
7 MML INVESTORS SERVICES, LLC 238,737 $12M +38,761 +19.4% 13Q SEC ↗
8 IHT Wealth Management, LLC 233,333 $12M +9,856 +4.4% 11Q SEC ↗
9 TRUIST FINANCIAL CORP 203,711 $10M +47,936 +30.8% 12Q SEC ↗
10 WEALTH ENHANCEMENT ADVISORY SERVICES, 167,133 $8M +17,748 +11.9% 10Q SEC ↗
11 Cetera Investment Advisers 167,120 $8M +21,867 +15.1% 10Q SEC ↗
12 Alpine Bank Wealth Management 147,870 $7M -5,797 -3.8% 6Q SEC ↗
13 GOLDMAN SACHS GROUP INC 142,958 $7M +77,403 +118.1% 5Q SEC ↗
14 ACORN FINANCIAL ADVISORY SERVICES INC 137,990 $7M -215,367 -60.9% 12Q SEC ↗
15 Integrated Wealth Concepts LLC 117,560 $6M -4,440 -3.6% 9Q SEC ↗
16 COMMONWEALTH EQUITY SERVICES, LLC 116,302 $6M +3,499 +3.1% 13Q SEC ↗
17 ENVESTNET ASSET MANAGEMENT INC 103,730 $5M +4,205 +4.2% 12Q SEC ↗
18 Spinnaker Investment Group, LLC 86,853 $4M +18,463 +27.0% 13Q SEC ↗
19 BENJAMIN EDWARDS INC 78,289 $4M +14,579 +22.9% 8Q SEC ↗
20 Equitable Holdings, Inc. 71,809 $4M -380 -0.5% 11Q SEC ↗
21 Private Advisor Group, LLC 67,008 $3M +38,814 +137.7% 12Q SEC ↗
22 WELLS FARGO & COMPANY/MN 65,991 $3M +26,678 +67.9% 4Q SEC ↗
23 Fonville Wealth Management LLC 61,502 $3M -3,436 -5.3% 8Q SEC ↗
24 Emerald Investment Advisers, LLC 60,674 $3M +50,475 +494.9% 2Q SEC ↗
25 Arax Advisory Partners NEW 49,220 $2M — +0.0% 1Q SEC ↗
26 Copia Wealth Management 46,523 $2M -1,592 -3.3% 7Q SEC ↗
27 Sterling Group Wealth Management, LLC 42,952 $2M -6,041 -12.3% 5Q SEC ↗
28 Wealthcare Advisory Partners LLC 40,159 $2M +55 +0.1% 11Q SEC ↗
29 Prospera Financial Services Inc 37,378 $2M -4,237 -10.2% 12Q SEC ↗
30 HARBOR INVESTMENT ADVISORY, LLC 35,305 $2M +5,248 +17.5% 4Q SEC ↗
31 FMR LLC 34,604 $2M +34,337 +12860.3% 2Q SEC ↗
32 Founders Financial Alliance, LLC 32,627 $2M -7,213 -18.1% 6Q SEC ↗
33 Gateway Wealth Partners, LLC 32,230 $2M -38,684 -54.6% 9Q SEC ↗
34 MONEY CONCEPTS CAPITAL CORP 24,242 $1M +7,502 +44.8% 9Q SEC ↗
35 World Investment Advisors 23,844 $1M -4,789 -16.7% 6Q SEC ↗
36 RETIREMENT CAPITAL STRATEGIES 21,568 $1M -40,241 -65.1% 7Q SEC ↗
37 Marshall & Sterling Wealth Advisors In 21,432 $1M +251 +1.2% 6Q SEC ↗
38 IFP Advisors, Inc 21,143 $1M -1,530 -6.7% 9Q SEC ↗
39 Belpointe Asset Management LLC 19,585 $979K -2,322 -10.6% 9Q SEC ↗
40 F/m Investments LLC 19,386 $969K -24,929 -56.3% 5Q SEC ↗
41 MGO ONE SEVEN LLC 18,862 $943K +3,034 +19.2% 3Q SEC ↗
42 CITADEL ADVISORS LLC 18,560 $928K -32,983 -64.0% 3Q SEC ↗
43 Curran Financial Partners, LLC 17,781 $889K -779 -4.2% 9Q SEC ↗
44 Stratos Wealth Partners, LTD. 15,675 $784K -218,685 -93.3% 12Q SEC ↗
45 MANCHESTER FINANCIAL INC 15,220 $761K -1,049 -6.4% 13Q SEC ↗
46 FLOW TRADERS U.S. LLC 14,621 $731K -3,817 -20.7% 2Q SEC ↗
47 KPP Advisory Services LLC 14,580 $729K — +0.0% 4Q SEC ↗
48 INTERNATIONAL ASSETS INVESTMENT MANAGE 13,280 $664K -2,160 -14.0% 7Q SEC ↗
49 FIFTH THIRD BANCORP 12,450 $622K +3,900 +45.6% 2Q SEC ↗
50 MILESTONE ASSET MANAGEMENT, LLC 12,132 $607K -2,764 -18.6% 11Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
STIFEL FINANCIAL CORP +78,862 +23.8% 410,810
GOLDMAN SACHS GROUP INC +77,403 +118.1% 142,958
Emerald Investment Advisers, LLC +50,475 +494.9% 60,674
TRUIST FINANCIAL CORP +47,936 +30.8% 203,711
Private Advisor Group, LLC +38,814 +137.7% 67,008
MML INVESTORS SERVICES, LLC +38,761 +19.4% 238,737
FMR LLC +34,337 +12860.3% 34,604
WELLS FARGO & COMPANY/MN +26,678 +67.9% 65,991
Cetera Investment Advisers +21,867 +15.1% 167,120
Spinnaker Investment Group, LLC +18,463 +27.0% 86,853
WEALTH ENHANCEMENT ADVISORY SERVICE +17,748 +11.9% 167,133
MORGAN STANLEY +16,761 +5.7% 308,833
BENJAMIN EDWARDS INC +14,579 +22.9% 78,289
IHT Wealth Management, LLC +9,856 +4.4% 233,333
MONEY CONCEPTS CAPITAL CORP +7,502 +44.8% 24,242
HARBOR INVESTMENT ADVISORY, LLC +5,248 +17.5% 35,305
ENVESTNET ASSET MANAGEMENT INC +4,205 +4.2% 103,730
FIFTH THIRD BANCORP +3,900 +45.6% 12,450
COMMONWEALTH EQUITY SERVICES, LLC +3,499 +3.1% 116,302
MGO ONE SEVEN LLC +3,034 +19.2% 18,862
Biggest Decreases (20)
HolderReducedChange %Total Shares
Stratos Wealth Partners, LTD. -218,685 -93.3% 15,675
ACORN FINANCIAL ADVISORY SERVICES I -215,367 -60.9% 137,990
LPL Financial LLC -87,623 -3.7% 2,275,618
RAYMOND JAMES FINANCIAL INC -48,186 -14.4% 287,345
RETIREMENT CAPITAL STRATEGIES -40,241 -65.1% 21,568
Gateway Wealth Partners, LLC -38,684 -54.6% 32,230
CITADEL ADVISORS LLC -32,983 -64.0% 18,560
F/m Investments LLC -24,929 -56.3% 19,386
UBS Group AG -12,428 -2.3% 530,016
JPMORGAN CHASE & CO -9,388 -91.6% 856
DENVER WEALTH MANAGEMENT, INC. -7,718 -42.9% 10,259
Pitcairn Wealth Advisors LLC -7,310 -58.7% 5,146
Founders Financial Alliance, LLC -7,213 -18.1% 32,627
Sterling Group Wealth Management, L -6,041 -12.3% 42,952
Alpine Bank Wealth Management -5,797 -3.8% 147,870
World Investment Advisors -4,789 -16.7% 23,844
Integrated Wealth Concepts LLC -4,440 -3.6% 117,560
Prospera Financial Services Inc -4,237 -10.2% 37,378
FLOW TRADERS U.S. LLC -3,817 -20.7% 14,621
Fonville Wealth Management LLC -3,436 -5.3% 61,502

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms