Who Owns US Treasury 12 Month Bill ETF (OBIL)?Hedge Fund & Institutional Holders

$50.15+0.01 (+0.03%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$6.00001700015e+153T

% of Float Held

—

QoQ Change in Holders

+15 / -4

Price History

$49.95$50.04$50.14$50.23$50.33Aug 24Jun 25Mar 26

OBIL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
NATIONS FINANCIAL GROUP INC, /IA/ /ADVNew Position+138K+$6.9M
ENVESTNET ASSET MANAGEMENT INCNew Position+127K+$6.0M
Alpine Bank Wealth ManagementNew Position+67K+$3.4M
ACORN FINANCIAL ADVISORY SERVICES INC /ADVNew Position+62K+$3.1M
Formidable Asset Management, LLCNew Position+37K+$1.8M
Curran Financial Partners, LLCNew Position+23K+$1.2M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+23K+$1.1M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+33K+$1.0M
Heck Capital Advisors, LLCNew Position+20K+$982K
Amplius Wealth Advisors, LLCNew Position+18K+$884K
Global View Capital Management LLCNew Position+16K+$827K
Crew Capital Management, LtdNew Position+10K+$516K
Valtinson Bruner Financial Planning LLCNew Position+10K+$502K
SAX WEALTH ADVISORS, LLCNew Position+8K+$416K
PLANWISER FINANCIAL, LLCNew Position+7K+$335K

OBIL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MML INVESTORS SERVICES, LLCDecreased-60K-$20.9B
49 WEALTH MANAGEMENT, LLCDecreased-23K-$12.3B
RETIREMENT CAPITAL STRATEGIESDecreased-22K-$2.2B
Private Advisor Group, LLCDecreased-3K-$2.2B
Mendel Money ManagementClosed Position-16K-$800.2M
Marshall & Sterling Wealth Advisors Inc.Decreased-213-$779.3M
Jaffetilchin Investment Partners, LLCDecreased-71-$690.4M
DENVER WEALTH MANAGEMENT, INC.Closed Position-11K-$550.3M
Stratos Wealth Partners, LTD.Decreased-3K-$495.9M
Cetera Investment AdvisersDecreased-360-$394.5M
Sigma Planning CorpDecreased-1K-$364.9M
Revolve Wealth Partners, LLCClosed Position-4K-$218.1M
Financial Gravity Asset Management, Inc.Decreased-32-$9.3M
PRINCIPAL SECURITIES, INC.Closed Position-181-$9.1M
FLOW TRADERS U.S. LLCDecreased-26K-$5.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC1,213,712$60.0M0.02%Share
2MML INVESTORS SERVICES, LLC355,714$17.0M0.04%Share
3STIFEL FINANCIAL CORP302,840$15.0M0.01%Share
449 WEALTH MANAGEMENT, LLC221,559$11.1M0.90%Share
5MORGAN STANLEY147,508$7.0M0.00%Share
6Equitable Holdings, Inc.153,558$7.0M0.05%Share
7NATIONS FINANCIAL GROUP INC, /IA/ /ADV137,888$6.9M0.36%Share
8ENVESTNET ASSET MANAGEMENT INC126,685$6.0M0.00%Share
9UBS Group AG109,942$5.5M0.00%Share
10GOLDMAN SACHS GROUP INC83,293$4.0M0.00%Share
11RAYMOND JAMES FINANCIAL INC80,849$4.0M0.00%Share
12Main Street Financial Solutions, LLC77,676$3.9M0.29%Share
13Alpine Bank Wealth Management66,902$3.4M0.48%Share
14ACORN FINANCIAL ADVISORY SERVICES INC /ADV61,780$3.1M0.46%Share
15Lido Advisors, LLC55,467$2.0M0.01%Share
16Formidable Asset Management, LLC36,518$1.8M0.27%Share
17Wealthcare Advisory Partners LLC34,113$1.7M0.03%Share
18Curran Financial Partners, LLC23,075$1.2M0.22%Share
19WEALTH ENHANCEMENT ADVISORY SERVICES, LLC22,587$1.1M0.00%Share
20RETIREMENT CAPITAL STRATEGIES21,882$1.1M0.41%Share
21COMMONWEALTH EQUITY SERVICES, LLC33,141$1.0M0.00%Share
22JANE STREET GROUP, LLC34,141$1.0M0.00%Share
23Private Advisor Group, LLC39,504$1.0M0.00%Share
24Heck Capital Advisors, LLC19,574$982K0.07%Share
25Amplius Wealth Advisors, LLC17,616$884K0.07%Share
26Global View Capital Management LLC16,487$827K0.15%Share
27Marshall & Sterling Wealth Advisors Inc.15,295$767K0.51%Share
28Jaffetilchin Investment Partners, LLC13,668$686K0.04%Share
29Crew Capital Management, Ltd10,290$516K0.32%Share
30World Investment Advisors10,087$506K0.01%Share
31Valtinson Bruner Financial Planning LLC10,003$502K0.14%Share
32SAX WEALTH ADVISORS, LLC8,305$416K0.02%Share
33Stratos Wealth Partners, LTD.6,838$343K0.00%Share
34PLANWISER FINANCIAL, LLC6,691$335K0.24%Share
35PERSPECTIVE WEALTH ADVISORS LLC6,691$335K0.24%Share
36Sigma Planning Corp6,238$313K0.01%Share
37TRUIST FINANCIAL CORP5,930$297K0.00%Share
38WealthPlan Investment Management, LLC4,993$250K0.02%Share
39Savvy Advisors, Inc.4,780$239K0.01%Share
40J.W. COLE ADVISORS, INC.4,654$233K0.01%Share
41Crews Bank & Trust3,600$180K0.03%Share
42CENTRAL TRUST Co1,000$50K0.00%Share
43VISION FINANCIAL MARKETS LLC700$35K0.04%Share
44NBC SECURITIES, INC.500$25K0.00%Share
45Front Row Advisors LLC200$10K0.00%Share
46Financial Gravity Asset Management, Inc.153$7K0.00%Share
47FLOW TRADERS U.S. LLC78,501$3K0.10%Share
48Founders Financial Alliance, LLC25$1K0.00%Share
49Crescent Grove Advisors, LLC10,020$00.00%Share
50Integrated Wealth Concepts LLC5,000$00.00%Share

OBIL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202565$174.6M+24
Q3 202541$148.8B-13
Q2 202554$140.5B-6
Q1 202560$134.6B+13
Q4 202447$43.2T+11
Q3 202436$81.7T-2
Q2 202438$43.5T+3
Q1 202435$47.1T—

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As of Q4 2025, 50 institutional investors hold OBIL (US Treasury 12 Month Bill ETF). The largest holder is LPL Financial LLC with $60.0M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own OBIL?

As of Q4 2025, 50 institutional investors report holding OBIL (US Treasury 12 Month Bill ETF) in their 13F filings.

Who is the largest institutional holder of OBIL?

The largest institutional holder of OBIL is LPL Financial LLC with $60.0M in shares.

Is institutional ownership of OBIL increasing or decreasing?

This quarter, 15 institutions opened new positions in OBIL and 4 closed their positions.