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F/M US Treasury 12 Month BIL (OBIL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Alpine Bank Wealth Management
INCREASED
Shares87,971 from 75,929
Change+12,042 (+16%)
Value$4.4M (+$586.8K)
Filed 2026-10-16
Nations Financial Group Inc,
DECREASED
Shares80,930 from 174,973
Change-94,043 (-54%)
Value$4.0M (-$4.7M)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
NEW
Shares72,887
Change+72,887
Value$3.6M
Filed 2026-10-16
Heck Capital Advisors, LLC
INCREASED
Shares49,876 from 39,273
Change+10,603 (+27%)
Value$2.5M (+$521.4K)
Filed 2026-10-14
Wealthcare Advisory Partners LLC
INCREASED
Shares42,197 from 40,336
Change+1,861 (+5%)
Value$2.1M (+$85.8K)
Filed 2026-10-21
Formidable Asset Management, LLC
INCREASED
Shares41,504 from 38,658
Change+2,846 (+7%)
Value$2.1M (+$138.4K)
Filed 2026-11-03
Spinnaker Investment Group, LLC
NEW
Shares39,847
Change+39,847
Value$2.0M
Filed 2026-10-13
Truist Financial Corp
DECREASED
Shares38,321 from 39,974
Change-1,653 (-4%)
Value$1.9M (-$89.2K)
Filed 2026-10-30
HighRoad Wealth Advisors, LLC
NEW
Shares31,469
Change+31,469
Value$1.6M
Filed 2026-10-14
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares28,428 from 27,152
Change+1,276 (+5%)
Value$1.4M (+$58.9K)
Filed 2026-10-28
Lido Advisors, LLC
DECREASED
Shares23,492 from 24,959
Change-1,467 (-6%)
Value$1.2M (-$77.3K)
Filed 2026-11-04
KPP Advisory Services LLC
DECREASED
Shares20,773 from 21,273
Change-500 (-2%)
Value$1.0M (-$28.5K)
Filed 2026-10-26
Crew Capital Management, Ltd
INCREASED
Shares19,047 from 15,326
Change+3,721 (+24%)
Value$948.6K (+$182.7K)
Filed 2026-10-28
Curran Financial Partners, LLC
DECREASED
Shares16,606 from 17,768
Change-1,162 (-7%)
Value$827.1K (-$60.9K)
Filed 2026-11-04
Kestra Advisory Services, LLC
DECREASED
Shares16,398 from 16,690
Change-292 (-2%)
Value$816.7K (-$17.3K)
Filed 2026-11-02
Crescent Grove Advisors, LLC
UNCHANGED
Shares14,055 from 14,055
Change0 (0%)
Value$700.0K (-$2.4K)
Filed 2026-10-21
MGO One Seven LLC
INCREASED
Shares11,824 from 11,719
Change+105 (+1%)
Value$588.9K (+$3.2K)
Filed 2026-10-28
Amplius Wealth Advisors, LLC
DECREASED
Shares10,642 from 11,198
Change-556 (-5%)
Value$530.0K (-$29.6K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
DECREASED
Shares10,584 from 20,899
Change-10,315 (-49%)
Value$527.1K (-$517.3K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares10,127 from 17,558
Change-7,431 (-42%)
Value$505.3K (-$373.0K)
Filed 2026-10-13
Valtinson Bruner Financial Planning LLC
INCREASED
Shares10,032 from 10,019
Change+13 (+0%)
Value$499.7K (-$1.0K)
Filed 2026-11-02
Global View Capital Management LLC
DECREASED
Shares9,855 from 11,501
Change-1,646 (-14%)
Value$490.8K (-$83.9K)
Filed 2026-10-28
Sigma Planning Corp
INCREASED
Shares9,750 from 5,801
Change+3,949 (+68%)
Value$485.6K (+$195.7K)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares7,459 from 6,627
Change+832 (+13%)
Value$372 (-$330.6K)
Filed 2026-11-02
SAX Wealth Advisors, LLC
DECREASED
Shares6,746 from 6,945
Change-199 (-3%)
Value$336.0K (-$11.8K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares4,660 from 4,657
Change+3 (+0%)
Value$232.1K (-$654)
Filed 2026-11-05
Sunrise Financial Services, LLC
DECREASED
Shares3,758 from 81,444
Change-77,686 (-95%)
Value$187.2K (-$3.9M)
Filed 2026-10-21
IFP Advisors, Inc
INCREASED
Shares3,581 from 3,397
Change+184 (+5%)
Value$178.4K (+$8.6K)
Filed 2026-10-16
Central Trust Co
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$49.8K (-$170)
Filed 2026-11-05
Lanark Financial, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$24.9K (-$84)
Filed 2026-10-26
Latitude Advisors, LLC
NEW
Shares262
Change+262
Value$13.0K
Filed 2026-10-27
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$107 ($0)
Filed 2026-10-23
LPL Financial LLC
N/A
Shares— from 1,174,164
Change-1,174,164 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 356,852
Change-356,852 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 267,580
Change-267,580 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 237,223
Change-237,223 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 177,803
Change-177,803 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 169,833
Change-169,833 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 122,426
Change-122,426 (-100%)
Value—
UBS Group AG
N/A
Shares— from 101,189
Change-101,189 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 98,086
Change-98,086 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 46,523
Change-46,523 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 43,346
Change-43,346 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 36,665
Change-36,665 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 29,837
Change-29,837 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 29,652
Change-29,652 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 19,243
Change-19,243 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 19,202
Change-19,202 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 14,069
Change-14,069 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 12,629
Change-12,629 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 12,629
Change-12,629 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 12,215
Change-12,215 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 10,264
Change-10,264 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 10,087
Change-10,087 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 10,010
Change-10,010 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 8,556
Change-8,556 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 8,031
Change-8,031 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 7,851
Change-7,851 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 6,655
Change-6,655 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 6,388
Change-6,388 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 5,097
Change-5,097 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 807
Change-807 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
FMR LLC
N/A
Shares— from 231
Change-231 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 144
Change-144 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Status
Alpine Bank Wealth Management
INCREASED87,97175,929+12,042+16%$3.8M$4.4M+$586.8K2026-10-16
Nations Financial Group Inc,
DECREASED80,930174,973-94,043-54%$8.7M$4.0M-$4.7M2026-11-05
Concurrent Investment Advisors, LLC
NEW72,887—+72,887——$3.6M—2026-10-16
Heck Capital Advisors, LLC
INCREASED49,87639,273+10,603+27%$2.0M$2.5M+$521.4K2026-10-14
Wealthcare Advisory Partners LLC
INCREASED42,19740,336+1,861+5%$2.0M$2.1M+$85.8K2026-10-21
Formidable Asset Management, LLC
INCREASED41,50438,658+2,846+7%$1.9M$2.1M+$138.4K2026-11-03
Spinnaker Investment Group, LLC
NEW39,847—+39,847——$2.0M—2026-10-13
Truist Financial Corp
DECREASED38,32139,974-1,653-4%$2.0M$1.9M-$89.2K2026-10-30
HighRoad Wealth Advisors, LLC
NEW31,469—+31,469——$1.6M—2026-10-14
Marshall & Sterling Wealth Advisors Inc.
INCREASED28,42827,152+1,276+5%$1.4M$1.4M+$58.9K2026-10-28
Lido Advisors, LLC
DECREASED23,49224,959-1,467-6%$1.2M$1.2M-$77.3K2026-11-04
KPP Advisory Services LLC
DECREASED20,77321,273-500-2%$1.1M$1.0M-$28.5K2026-10-26
Crew Capital Management, Ltd
INCREASED19,04715,326+3,721+24%$765.9K$948.6K+$182.7K2026-10-28
Curran Financial Partners, LLC
DECREASED16,60617,768-1,162-7%$888.0K$827.1K-$60.9K2026-11-04
Kestra Advisory Services, LLC
DECREASED16,39816,690-292-2%$834.1K$816.7K-$17.3K2026-11-02
Crescent Grove Advisors, LLC
UNCHANGED14,05514,05500%$702.4K$700.0K-$2.4K2026-10-21
MGO One Seven LLC
INCREASED11,82411,719+105+1%$585.7K$588.9K+$3.2K2026-10-28
Amplius Wealth Advisors, LLC
DECREASED10,64211,198-556-5%$559.6K$530.0K-$29.6K2026-10-20
Commonwealth Equity Services, LLC
DECREASED10,58420,899-10,315-49%$1.0M$527.1K-$517.3K2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED10,12717,558-7,431-42%$878.3K$505.3K-$373.0K2026-10-13
Valtinson Bruner Financial Planning LLC
INCREASED10,03210,019+13+0%$500.7K$499.7K-$1.0K2026-11-02
Global View Capital Management LLC
DECREASED9,85511,501-1,646-14%$574.8K$490.8K-$83.9K2026-10-28
Sigma Planning Corp
INCREASED9,7505,801+3,949+68%$289.9K$485.6K+$195.7K2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED7,4596,627+832+13%$331.0K$372-$330.6K2026-11-02
SAX Wealth Advisors, LLC
DECREASED6,7466,945-199-3%$347.8K$336.0K-$11.8K2026-10-13
J.W. Cole Advisors, Inc.
INCREASED4,6604,657+3+0%$232.7K$232.1K-$6542026-11-05
Sunrise Financial Services, LLC
DECREASED3,75881,444-77,686-95%$4.1M$187.2K-$3.9M2026-10-21
IFP Advisors, Inc
INCREASED3,5813,397+184+5%$169.8K$178.4K+$8.6K2026-10-16
Central Trust Co
UNCHANGED1,0001,00000%$50.0K$49.8K-$1702026-11-05
Lanark Financial, Inc.
UNCHANGED50050000%$25.0K$24.9K-$842026-10-26
Latitude Advisors, LLC
NEW262—+262——$13.0K—2026-10-27
Dhjj Financial Advisors, Ltd.
UNCHANGED2200%$107$107$02026-10-23
LPL Financial LLC
N/A—1,174,164-1,174,164-100%$58.7M———
MML Investors Services, LLC
N/A—356,852-356,852-100%$17.8M———
Morgan Stanley
N/A—267,580-267,580-100%$13.4M———
Stifel Financial Corp
N/A—237,223-237,223-100%$11.9M———
Equitable Holdings, Inc.
N/A—177,803-177,803-100%$8.9M———
Envestnet Asset Management Inc
N/A—169,833-169,833-100%$8.5M———
Raymond James Financial Inc
N/A—122,426-122,426-100%$6.1M———
UBS Group AG
N/A—101,189-101,189-100%$5.1M———
Jaffetilchin Investment Partners, LLC
N/A—98,086-98,086-100%$4.9M———
Goldman Sachs Group Inc
N/A—46,523-46,523-100%$2.3M———
Private Advisor Group, LLC
N/A—43,346-43,346-100%$2.2M———
Rockefeller Capital Management L.P.
N/A—36,665-36,665-100%$1.8M———
Tower Research Capital LLC (TRC)
N/A—29,837-29,837-100%$1.5M———
Cetera Investment Advisers
N/A—29,652-29,652-100%$1.5M———
Jane Street Group, LLC
N/A—19,243-19,243-100%$961.7K———
Main Street Financial Solutions, LLC
N/A—19,202-19,202-100%$959.6K———
NewEdge Advisors, LLC
N/A—14,069-14,069-100%$703.1K———
Alongside, LLC
N/A—12,629-12,629-100%$631.1K———
49 Wealth Management, LLC
N/A—12,629-12,629-100%$631.1K———
GTS Securities LLC
N/A—12,215-12,215-100%$610.4K———
HighPoint Advisor Group LLC
N/A—10,264-10,264-100%$512.9K———
World Investment Advisors
N/A—10,087-10,087-100%$505.1K———
Retirement Capital Strategies
N/A—10,010-10,010-100%$500.3K———
Global Retirement Partners, LLC
N/A—8,556-8,556-100%$427.6K———
Stratos Wealth Partners, Ltd.
N/A—8,031-8,031-100%$401.4K———
Citadel Advisors LLC
N/A—7,851-7,851-100%$392.4K———
Kingsview Wealth Management, LLC
N/A—6,655-6,655-100%$332.6K———
Janney Montgomery Scott LLC
N/A—6,388-6,388-100%$319.0K———
Western Wealth Management, LLC
N/A—5,097-5,097-100%$254.7K———
Integrated Wealth Concepts LLC
N/A—5,000-5,000-100%$249.9K———
Crews Bank & Trust
N/A—3,600-3,600-100%$179.9K———
Jones Financial Companies Lllp
N/A—807-807-100%$40.5K———
Osaic Holdings, Inc.
N/A—500-500-100%$25.0K———
FMR LLC
N/A—231-231-100%$11.5K———
IFG Advisory, LLC
N/A—200-200-100%$10.0K———
Front Row Advisors LLC
N/A—200-200-100%$10.0K———
Financial Gravity Companies, Inc.
N/A—144-144-100%$7.2K———
Founders Financial Alliance, LLC
N/A—25-25-100%$1.2K———
Showing 70 of 70 institutions