US Treasury 12 Month Bill ETF is an exchange-traded fund on NASDAQ. As of Q3 2025, 63 institutional investors hold shares in this ETF, with total holdings valued at $189.6M. LPL Financial LLC is the largest holder with a position valued at $59.8M.
Overview of institutional ownership in OBIL as of Q3 2025
Institutions with the largest positions in OBIL as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $59.8M 0.02% of portfolio |
MML INVESTORS SERVICES, LLC RIA/Wealth | $20.9M 0.06% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $14.7M 0.01% of portfolio |
4 49 WEALTH MANAGEMENT, LLC Institution | $12.3M 1.30% of portfolio |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV RIA/Wealth | $6.8M 0.43% of portfolio |
Equitable Holdings, Inc. Institution | $6.4M 0.05% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $5.9M 0.00% of portfolio |
MORGAN STANLEY RIA/Wealth | $5.5M 0.00% of portfolio |
F FLOW TRADERS U.S. LLC Institution | $5.3M 0.26% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $4.4M 0.00% of portfolio |
Institutional buying and selling activity for OBIL in Q3 2025
| Institution | Net Bought |
|---|---|
MORGAN STANLEY RIA/Wealth | +$5.0M +98.6K shares |
L LPL Financial LLC Institution | +$3.3M +65.7K shares |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV RIA/Wealth | +$2.8M +55.6K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$2.1M +41.5K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | +$2.0M +39.3K shares |
Equitable Holdings, Inc. Institution | +$1.8M +36.6K shares |
GOLDMAN SACHS GROUP INC Institution | +$1.6M +32.8K shares |
Main Street Financial Solutions, LLC RIA/Wealth | +$1.1M +22.6K shares |
KPP Advisory Services LLC RIA/Wealth | +$1.1M +21.3K shares |
A Alpine Bank Wealth Management Institution | +$1.1M +21.1K shares |
| Institution | Net Sold |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$2.3M −44.9K shares |
Stratos Wealth Partners, LTD. RIA/Wealth | −$1.6M −31.5K shares |
Wealthcare Advisory Partners LLC RIA/Wealth | −$1.2M −24.5K shares |
J JANE STREET GROUP, LLC Institution | −$1.1M −21.2K shares |
H Heck Capital Advisors, LLC RIA/Wealth | −$874.8K −17.4K shares |
Janney Montgomery Scott LLC RIA/Wealth | −$773.7K −15.4K shares |
Mendel Money Management RIA/Wealth | −$620.1K −12.3K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$613.9K −12.2K shares |
UBS Group AG Institution | −$539.1K −10.7K shares |
Lido Advisors, LLC RIA/Wealth | −$269.3K −5.4K shares |
Institutions that initiated new positions or completely exited OBIL in Q3 2025
| Institution | Position Value |
|---|---|
KPP Advisory Services LLC RIA/Wealth | $1.1M 21.3K shares |
Jaffetilchin Investment Partners, LLC RIA/Wealth | $691.1K 13.7K shares |
Crescent Grove Advisors, LLC RIA/Wealth | $439.9K 8.7K shares |
Summit Financial, LLC RIA/Wealth | $344.3K 6.8K shares |
IFP Advisors, Inc RIA/Wealth | $72.4K 1.4K shares |
Goss Wealth Management LLC RIA/Wealth | $10.1K 200.0 shares |
| Institution | Previous Position |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $2.3M 44.9K shares |
MARINO, STRAM & ASSOCIATES LLC RIA/Wealth | $203.4K 4.1K shares |
Institutions with the largest Call and Put options positions in OBIL as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with OBIL as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
4 49 WEALTH MANAGEMENT, LLC Institution | 1.30% $12.3M |
RETIREMENT CAPITAL STRATEGIES RIA/Wealth | 0.84% $2.2M |
0.58% $3.7M | |
M Marshall & Sterling Wealth Advisors Inc. RIA/Wealth | 0.50% $780.1K |
A Alpine Bank Wealth Management Institution | 0.49% $3.5M |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV RIA/Wealth | 0.43% $6.8M |
Mendel Money Management RIA/Wealth | 0.34% $800.2K |
Crew Capital Management, Ltd. RIA/Wealth | 0.31% $456.1K |
B BBK Capital Partners, LLC ETF Provider | 0.30% $1.9M |
F FLOW TRADERS U.S. LLC Institution | 0.26% $5.3M |
We use cookies for analytics. See our Privacy and Cookie Policy.