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US Treasury Ultra Short Tips (RBIL)

CUSIP: 74933W213 | NYSE | 68 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

3Edge Asset Management, LP391,461
0.8% of portfolio›$19.6M
Legacy CG, LLC221,410
2.8% of portfolio›$11.1M
Heck Capital Advisors, LLC36,916
0.1% of portfolio›$1.8M
Lido Advisors, LLC34,774
0.0% of portfolio›$1.7M
Fermata Advisors, LLC22,994
0.2% of portfolio›$1.1M
Crew Capital Management, Ltd20,159
0.5% of portfolio›$1.0M
Formidable Asset Management, LLC9,115
0.1% of portfolio›$454.7K
Trust Co of Toledo NA8,463
0.0% of portfolio›$422.8K
Nicholas Wealth, Llc.6,205
0.2% of portfolio›$310.0K
Royal Fund Management, LLC4,312
0.0% of portfolio›$215.4K
Spinnaker Investment Group, LLC4,241
0.0% of portfolio›$211.9K
Central Pacific Bank - Trust Division4,160
0.0% of portfolio›$207.8K
Harbor Investment Advisory, LLC1,993
0.0% of portfolio›$99.6K
Farther Finance Advisors, LLC1,427
0.0% of portfolio›$71.3K
Assetmark, Inc33
0.0% of portfolio›$1.6K
Dhjj Financial Advisors, Ltd.20
0.0% of portfolio›$1.0K
Downshift Financial, LLC8
0.0% of portfolio›$403
Latitude Advisors, LLC0
0.0% of portfolio›$25
StyleTurnoverLocationFiled
3Edge Asset Management, LP
391,461$19.6M0.8%ETFMediumNaples, FL2026-10-30
Legacy CG, LLC
221,410$11.1M2.8%GrowthHighPlano, TX2026-10-30
Heck Capital Advisors, LLC
36,916$1.8M0.1%ETFMediumRhinelander, WI2026-10-14
Lido Advisors, LLC
34,774$1.7M0.0%GrowthLowLos Angeles, CA2026-11-04
Fermata Advisors, LLC
22,994$1.1M0.2%ETFLowSonoma, CA2026-10-13
Crew Capital Management, Ltd
20,159$1.0M0.5%GrowthMediumCincinnati, OH2026-10-28
Formidable Asset Management, LLC
9,115$454.7K0.1%CoreLowCincinnati, OH2026-11-03
Trust Co of Toledo NA
8,463$422.8K0.0%GrowthVery LowHolland, OH2026-10-16
Nicholas Wealth, Llc.
6,205$310.0K0.2%GrowthMediumMarietta, GA2026-10-26
Royal Fund Management, LLC
4,312$215.4K0.0%GrowthMediumLady Lake, FL2026-10-22
Spinnaker Investment Group, LLC
4,241$211.9K0.0%ETFLowNewport Beach, CA2026-10-13
Central Pacific Bank - Trust Division
4,160$207.8K0.0%CoreMediumHonolulu, HI2026-10-06
Harbor Investment Advisory, LLC
1,993$99.6K0.0%GrowthLowLutherville, MD2026-10-13
Farther Finance Advisors, LLC
1,427$71.3K0.0%IndexLowSan Francisco, CA2026-10-08
Assetmark, Inc
33$1.6K0.0%ETFLowConcord, CA2026-10-21
Dhjj Financial Advisors, Ltd.
20$1.0K0.0%ETFVery LowNaperville, IL2026-10-23
Downshift Financial, LLC
8$4030.0%ETFLowBoulder, CO2026-10-13
Latitude Advisors, LLC
0$250.0%ETFLowYorkville, IL2026-10-27