IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

United States Treasury Bills Bill

Q1 2023 vs Q2 2023

Comparing institutional holders between quarters

Quarters

Q2 2023Q1 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Jackson Wealth Management, LLC
NEW
Shares28,348,000
Change+28,348,000
Value$28.3M
Filed 2023-08-02
ORG Partners LLC
NEW
Shares1,228
Change+1,228
Value$1.2M
Filed 2023-07-25
Heritage Wealth Partners, LLC
NEW
Shares1,080
Change+1,080
Value$1.1M
Filed 2023-08-11
Formidable Asset Management, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$299 (+$3)
Filed 2023-08-15
Tucker Asset Management LLC
NEW
Shares30
Change+30
Value$29.9K
Filed 2023-09-08
Status
Jackson Wealth Management, LLC
NEW28,348,000—+28,348,000——$28.3M—2023-08-02
ORG Partners LLC
NEW1,228—+1,228——$1.2M—2023-07-25
Heritage Wealth Partners, LLC
NEW1,080—+1,080——$1.1M—2023-08-11
Formidable Asset Management, LLC
UNCHANGED30030000%$296$299+$32023-08-15
Tucker Asset Management LLC
NEW30—+30——$29.9K—2023-09-08
Showing 5 of 5 institutions