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F/M US Treasury 12 Month BIL (OBIL)

CUSIP: 74933W478 | NYSE | 120 institutional holders

Quarters

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

Institutional Holders — Q3 2026

Alpine Bank Wealth Management87,971
0.6% of portfolio›$4.4M
Concurrent Investment Advisors, LLC72,887
0.0% of portfolio›$3.6M
Heck Capital Advisors, LLC49,876
0.1% of portfolio›$2.5M
Wealthcare Advisory Partners LLC42,197
0.0% of portfolio›$2.1M
Formidable Asset Management, LLC41,504
0.3% of portfolio›$2.1M
Spinnaker Investment Group, LLC39,847
0.3% of portfolio›$2.0M
Truist Financial Corp38,321
0.0% of portfolio›$1.9M
HighRoad Wealth Advisors, LLC31,469
1.3% of portfolio›$1.6M
Marshall & Sterling Wealth Advisors Inc.28,428
0.8% of portfolio›$1.4M
Lido Advisors, LLC23,492
0.0% of portfolio›$1.2M
KPP Advisory Services LLC20,773
0.2% of portfolio›$1.0M
Crew Capital Management, Ltd19,047
0.5% of portfolio›$948.6K
Curran Financial Partners, LLC16,606
0.1% of portfolio›$827.1K
Kestra Advisory Services, LLC16,398
0.0% of portfolio›$816.7K
Crescent Grove Advisors, LLC14,055
0.1% of portfolio›$700.0K
MGO One Seven LLC11,824
0.0% of portfolio›$588.9K
Amplius Wealth Advisors, LLC10,642
0.0% of portfolio›$530.0K
Commonwealth Equity Services, LLC10,584
0.0% of portfolio›$527.1K
Wealth Enhancement Advisory Services, LLC10,127
0.0% of portfolio›$505.3K
Valtinson Bruner Financial Planning LLC10,032
0.1% of portfolio›$499.7K
Global View Capital Management LLC9,855
0.1% of portfolio›$490.8K
Sigma Planning Corp9,750
0.0% of portfolio›$485.6K
Cambridge Investment Research Advisors, Inc.7,459
0.0% of portfolio›$372
SAX Wealth Advisors, LLC6,746
0.0% of portfolio›$336.0K
Sunrise Financial Services, LLC3,758
0.1% of portfolio›$187.2K
IFP Advisors, Inc3,581
0.0% of portfolio›$178.4K
Lanark Financial, Inc.500
0.0% of portfolio›$24.9K
Latitude Advisors, LLC262
0.0% of portfolio›$13.0K
Dhjj Financial Advisors, Ltd.2
0.0% of portfolio›$107
StyleTurnoverLocationFiled
Alpine Bank Wealth Management
87,971$4.4M0.6%ETFHighGrand Junction, CO2026-10-16
Concurrent Investment Advisors, LLC
72,887$3.6M0.0%GrowthMediumTampa, FL2026-10-16
Heck Capital Advisors, LLC
49,876$2.5M0.1%ETFMediumRhinelander, WI2026-10-14
Wealthcare Advisory Partners LLC
42,197$2.1M0.0%ETFLowWest Chester, PA2026-10-21
Formidable Asset Management, LLC
41,504$2.1M0.3%CoreLowCincinnati, OH2026-11-03
Spinnaker Investment Group, LLC
39,847$2.0M0.3%ETFLowNewport Beach, CA2026-10-13
Truist Financial Corp
38,321$1.9M0.0%CoreLowCharlotte, NC2026-10-30
HighRoad Wealth Advisors, LLC
31,469$1.6M1.3%ETFLowCoos Bay, OR2026-10-14
Marshall & Sterling Wealth Advisors Inc.
28,428$1.4M0.8%ETFMediumPoughkeepsie, NY2026-10-28
Lido Advisors, LLC
23,492$1.2M0.0%GrowthLowLos Angeles, CA2026-11-04
KPP Advisory Services LLC
20,773$1.0M0.2%GrowthMediumLouisville, KY2026-10-26
Crew Capital Management, Ltd
19,047$948.6K0.5%GrowthMediumCincinnati, OH2026-10-28
Curran Financial Partners, LLC
16,606$827.1K0.1%ETFMediumDaniel Island, SC2026-11-04
Kestra Advisory Services, LLC
16,398$816.7K0.0%CoreLowAustin, TX2026-11-02
Crescent Grove Advisors, LLC
14,055$700.0K0.1%ETFLowLake Forest, IL2026-10-21
MGO One Seven LLC
11,824$588.9K0.0%GrowthLowBeachwood, OH2026-10-28
Amplius Wealth Advisors, LLC
10,642$530.0K0.0%ETFLowBlue Bell, PA2026-10-20
Commonwealth Equity Services, LLC
10,584$527.1K0.0%ETFLowWaltham, MA2026-11-02
Wealth Enhancement Advisory Services, LLC
10,127$505.3K0.0%CoreLowPlymouth, MN2026-10-13
Valtinson Bruner Financial Planning LLC
10,032$499.7K0.1%ETFLowNew Brighton, MN2026-11-02
Global View Capital Management LLC
9,855$490.8K0.1%ETFHighWaukesha, WI2026-10-28
Sigma Planning Corp
9,750$485.6K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Cambridge Investment Research Advisors, Inc.
7,459$3720.0%ETFLowFairfield, IA2026-11-02
SAX Wealth Advisors, LLC
6,746$336.0K0.0%ETFVery LowParsippany, NJ2026-10-13
Sunrise Financial Services, LLC
3,758$187.2K0.1%ETFMediumBurien, WA2026-10-21
IFP Advisors, Inc
3,581$178.4K0.0%GrowthLowTampa, FL2026-10-16
Lanark Financial, Inc.
500$24.9K0.0%CoreMediumBirmingham, AL2026-10-26
Latitude Advisors, LLC
262$13.0K0.0%ETFLowYorkville, IL2026-10-27
Dhjj Financial Advisors, Ltd.
2$1070.0%ETFVery LowNaperville, IL2026-10-23