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US Treasury 12 Month Bill ETF (OBIL) Institutional Ownership

US Treasury 12 Month Bill ETF logo
$50.00 -0.01 (-0.01%)
As of 01:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for US Treasury 12 Month Bill ETF (NASDAQ:OBIL)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$18.97M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$2.80M
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OBIL Institutional Buying and Selling by Quarter

US Treasury 12 Month Bill ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2025Nations Financial Group Inc. IA ADV69,006$3.46M0.3%-19.9%1.142%
5/8/2025Wealthquest Corp734,138$36.86M1.6%+4.8%12.155%
4/30/2025Financial Gravity Asset Management Inc.767$39K0.0%N/A0.013%
4/30/202549 Wealth Management LLC278,930$14.00M1.7%+1.0%4.649%
4/23/2025Alpine Bank Wealth Management59,093$2.97M0.5%N/A0.997%
4/22/2025Crews Bank & Trust5,200$261K0.0%+62.5%0.088%
4/17/2025Janney Montgomery Scott LLC51,967$2.61M0.0%+14.7%0.882%
4/9/2025NBC Securities Inc.1,500$75K0.0%+149,900.0%0.026%
2/18/202549 Wealth Management LLC276,194$13.83M2.0%+27.9%5.068%
1/30/2025Nations Financial Group Inc. IA ADV86,109$4.31M0.3%+22.8%1.568%
1/23/2025Crews Bank & Trust3,200$160K0.0%N/A0.058%
1/17/2025Janney Montgomery Scott LLC45,296$2.27M0.0%-5.5%0.825%
1/16/2025Wealthquest Corp700,602$35.07M2.9%+4.9%12.761%
11/21/2024Wealthquest Corp667,913$33.47M2.9%+3.4%12.795%
11/12/202449 Wealth Management LLC215,897$10.85M1.8%+23.2%4.136%
11/6/2024GoalVest Advisory LLC27,000$1.36M0.4%N/A0.517%
11/5/2024Nations Financial Group Inc. IA ADV70,124$3.53M0.3%N/A1.343%
10/29/2024Janney Montgomery Scott LLC47,928$2.41M0.0%-42.9%0.918%
5/1/2024Janney Montgomery Scott LLC75,480$3.77M0.0%-19.6%1.797%
2/8/2024Janney Montgomery Scott LLC93,907$4.69M0.0%+905.5%1.901%
1/24/2024Private Trust Co. NA1,524$76K0.0%N/A0.031%
11/9/2023Formidable Asset Management LLC13,746$686K0.1%+36.6%0.403%
11/8/2023Janney Montgomery Scott LLC9,339$466K0.0%N/A0.274%
7/31/2023F M Investments LLC68,937$3.44M2.5%+0.7%3.064%
5/9/2023Formidable Asset Management LLC4,600$231K0.0%N/A0.313%
5/1/2023F M Investments LLC68,439$3.44M3.5%-34.6%4.656%
1/31/2023F M Investments LLC104,609$5.24M6.3%N/A43.587%
(Data available from 1/1/2016 forward)

OBIL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OBIL shares?

During the previous two years, 12 institutional investors and hedge funds held shares of US Treasury 12 Month Bill ETF. The most heavily invested institutionals were Wealthquest Corp ($36.86M), 49 Wealth Management LLC ($14.00M), Nations Financial Group Inc. IA ADV ($3.46M), F M Investments LLC ($3.44M), Alpine Bank Wealth Management ($2.97M), Janney Montgomery Scott LLC ($2.61M), and GoalVest Advisory LLC ($1.36M).Learn more on US Treasury 12 Month Bill ETF's institutional investors.

Which institutional investors have been buying US Treasury 12 Month Bill ETF's stock?

Of the 12 institutional investors that purchased US Treasury 12 Month Bill ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: 49 Wealth Management LLC ($103.67K), Janney Montgomery Scott LLC ($100.58K), Wealthquest Corp ($88.04K), Nations Financial Group Inc. IA ADV ($86.11K), Alpine Bank Wealth Management ($59.09K), GoalVest Advisory LLC ($27K), and Crews Bank & Trust ($5.20K).

How much institutional buying is happening at US Treasury 12 Month Bill ETF?

Institutional investors have bought a total of 378,042 shares in the last 24 months. This purchase volume represents approximately $18.97M in transactions.

Which of US Treasury 12 Month Bill ETF's major shareholders have been selling company stock?

The following institutional investors have sold US Treasury 12 Month Bill ETF stock in the last 24 months: Janney Montgomery Scott LLC ($38.57K), and Nations Financial Group Inc. IA ADV ($17.10K).

How much institutional selling is happening at US Treasury 12 Month Bill ETF?

Institutional investors have sold a total of 55,675 shares in the last 24 months. This volume of shares sold represents approximately $2.80M in transactions.



This page (NASDAQ:OBIL) was last updated on 7/3/2025 by MarketBeat.com Staff
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