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US Treasury Ultra Short Tips (RBIL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
3Edge Asset Management, LP
INCREASED
Shares391,461 from 29,153
Change+362,308 (+1243%)
Value$19.6M (+$18.1M)
Filed 2026-10-30
Legacy CG, LLC
INCREASED
Shares221,410 from 72,942
Change+148,468 (+204%)
Value$11.1M (+$7.4M)
Filed 2026-10-30
LPL Financial LLC
INCREASED
Shares61,624 from 47,711
Change+13,913 (+29%)
Value$3.1M (+$698.1K)
Filed 2026-11-06
Heck Capital Advisors, LLC
INCREASED
Shares36,916 from 29,043
Change+7,873 (+27%)
Value$1.8M (+$395.2K)
Filed 2026-10-14
Lido Advisors, LLC
INCREASED
Shares34,774 from 32,733
Change+2,041 (+6%)
Value$1.7M (+$104.1K)
Filed 2026-11-04
Fermata Advisors, LLC
INCREASED
Shares22,994 from 22,129
Change+865 (+4%)
Value$1.1M (+$44.6K)
Filed 2026-10-13
Crew Capital Management, Ltd
INCREASED
Shares20,159 from 15,322
Change+4,837 (+32%)
Value$1.0M (+$242.6K)
Filed 2026-10-28
Formidable Asset Management, LLC
DECREASED
Shares9,115 from 9,512
Change-397 (-4%)
Value$454.7K (-$21.6K)
Filed 2026-11-03
Trust Co of Toledo NA
NEW
Shares8,463
Change+8,463
Value$422.8K
Filed 2026-10-16
Nicholas Wealth, Llc.
NEW
Shares6,205
Change+6,205
Value$310.0K
Filed 2026-10-26
Royal Fund Management, LLC
INCREASED
Shares4,312 from 4,304
Change+8 (+0%)
Value$215.4K (+$667)
Filed 2026-10-22
Spinnaker Investment Group, LLC
INCREASED
Shares4,241 from 4,202
Change+39 (+1%)
Value$211.9K (+$2.2K)
Filed 2026-10-13
Central Pacific Bank - Trust Division
UNCHANGED
Shares4,160 from 4,160
Change0 (0%)
Value$207.8K (+$270)
Filed 2026-10-06
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,993 from 1,993
Change0 (0%)
Value$99.6K (+$129)
Filed 2026-10-13
Farther Finance Advisors, LLC
NEW
Shares1,427
Change+1,427
Value$71.3K
Filed 2026-10-08
Assetmark, Inc
NEW
Shares33
Change+33
Value$1.6K
Filed 2026-10-21
Dhjj Financial Advisors, Ltd.
NEW
Shares20
Change+20
Value$1.0K
Filed 2026-10-23
Downshift Financial, LLC
NEW
Shares8
Change+8
Value$403
Filed 2026-10-13
Latitude Advisors, LLC
NEW
Shares0
Change0
Value$25
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 14,679
Change-14,679 (-100%)
Value$0 (-$732.0K)
Filed 2026-11-02
Rock Creek Group LLC
N/A
Shares— from 906,956
Change-906,956 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 156,208
Change-156,208 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 83,696
Change-83,696 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 75,826
Change-75,826 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 62,566
Change-62,566 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 61,213
Change-61,213 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 47,865
Change-47,865 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 36,285
Change-36,285 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 17,982
Change-17,982 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 13,300
Change-13,300 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 11,183
Change-11,183 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 11,152
Change-11,152 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 11,034
Change-11,034 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 10,245
Change-10,245 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 7,671
Change-7,671 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 7,349
Change-7,349 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 6,857
Change-6,857 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 3,003
Change-3,003 (-100%)
Value—
UBS Group AG
N/A
Shares— from 100
Change-100 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 93
Change-93 (-100%)
Value—
FMR LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Status
3Edge Asset Management, LP
INCREASED391,46129,153+362,308+1243%$1.5M$19.6M+$18.1M2026-10-30
Legacy CG, LLC
INCREASED221,41072,942+148,468+204%$3.6M$11.1M+$7.4M2026-10-30
LPL Financial LLC
INCREASED61,62447,711+13,913+29%$2.4M$3.1M+$698.1K2026-11-06
Heck Capital Advisors, LLC
INCREASED36,91629,043+7,873+27%$1.4M$1.8M+$395.2K2026-10-14
Lido Advisors, LLC
INCREASED34,77432,733+2,041+6%$1.6M$1.7M+$104.1K2026-11-04
Fermata Advisors, LLC
INCREASED22,99422,129+865+4%$1.1M$1.1M+$44.6K2026-10-13
Crew Capital Management, Ltd
INCREASED20,15915,322+4,837+32%$764.4K$1.0M+$242.6K2026-10-28
Formidable Asset Management, LLC
DECREASED9,1159,512-397-4%$476.4K$454.7K-$21.6K2026-11-03
Trust Co of Toledo NA
NEW8,463—+8,463——$422.8K—2026-10-16
Nicholas Wealth, Llc.
NEW6,205—+6,205——$310.0K—2026-10-26
Royal Fund Management, LLC
INCREASED4,3124,304+8+0%$214.8K$215.4K+$6672026-10-22
Spinnaker Investment Group, LLC
INCREASED4,2414,202+39+1%$209.6K$211.9K+$2.2K2026-10-13
Central Pacific Bank - Trust Division
UNCHANGED4,1604,16000%$207.5K$207.8K+$2702026-10-06
Harbor Investment Advisory, LLC
UNCHANGED1,9931,99300%$99.4K$99.6K+$1292026-10-13
Farther Finance Advisors, LLC
NEW1,427—+1,427——$71.3K—2026-10-08
Assetmark, Inc
NEW33—+33——$1.6K—2026-10-21
Dhjj Financial Advisors, Ltd.
NEW20—+20——$1.0K—2026-10-23
Downshift Financial, LLC
NEW8—+8——$403—2026-10-13
Latitude Advisors, LLC
NEW0—0——$25—2026-10-27
Cambridge Investment Research Advisors, Inc.
CLOSED014,679-14,679-100%$732.0K$0-$732.0K2026-11-02
Rock Creek Group LLC
N/A—906,956-906,956-100%$45.2M———
F/m Investments LLC
N/A—156,208-156,208-100%$7.8M———
Emerald Investment Advisers, LLC
N/A—83,696-83,696-100%$4.2M———
Goldman Sachs Group Inc
N/A—75,826-75,826-100%$3.8M———
BlackDiamond Wealth Management, LLC
N/A—62,566-62,566-100%$3.1M———
Raymond James Financial Inc
N/A—61,213-61,213-100%$3.1M———
Susquehanna International Group, LLP
N/A—47,865-47,865-100%$2.4M———
Envestnet Asset Management Inc
N/A—36,285-36,285-100%$1.8M———
Jaffetilchin Investment Partners, LLC
N/A—17,982-17,982-100%$897.1K———
Private Advisor Group, LLC
N/A—13,300-13,300-100%$663.5K———
NewEdge Advisors, LLC
N/A—11,183-11,183-100%$557.9K———
Integrated Wealth Concepts LLC
N/A—11,152-11,152-100%$556.3K———
Steward Partners Investment Advisory, LLC
N/A—11,034-11,034-100%$550.5K———
Fortune Financial Advisors, LLC
N/A—10,245-10,245-100%$511.1K———
MML Investors Services, LLC
N/A—7,671-7,671-100%$382.7K———
Snowden Capital Advisors LLC
N/A—7,349-7,349-100%$366.6K———
Byrne Financial Freedom, LLC
N/A—7,200-7,200-100%$359.2K———
Citadel Advisors LLC
N/A—6,857-6,857-100%$342.1K———
Founders Financial Alliance, LLC
N/A—3,003-3,003-100%$149.8K———
UBS Group AG
N/A—100-100-100%$5.0K———
Continuum Advisory, LLC
N/A—93-93-100%$4.6K———
FMR LLC
N/A—37-37-100%$1.8K———
AE Wealth Management LLC
N/A—19-19-100%$948———
Showing 43 of 43 institutions