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US Treasury 12 Month Bill ETF (OBIL) Institutional Ownership

US Treasury 12 Month Bill ETF logo
$50.10 +0.02 (+0.04%)
As of 08/13/2026 03:53 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)
5
Total
Institutional Inflows
(last 12 months)
$5.91M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$2.88M
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OBIL Institutional Buying and Selling by Quarter

US Treasury 12 Month Bill ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2026 Marshall & Sterling Wealth Advisors Inc.27,011$1.35M0.9%+76.6%0.432%
4/22/2026 Janney Montgomery Scott LLC7,609$381K0.0%-8.0%0.122%
4/15/2026 Nations Financial Group Inc. IA ADV149,397$7.48M0.4%+8.3%2.390%
2/18/2026 NewEdge Advisors LLC13,821$694K0.0%+6,810.5%0.232%
2/11/2026 Janney Montgomery Scott LLC8,269$415K0.0%-76.7%0.139%
2/10/2026 Marshall & Sterling Wealth Advisors Inc.15,295$768K0.5%-1.4%0.256%
2/4/2026 49 Wealth Management LLC221,559$11.12M0.9%-9.5%3.711%
1/26/2026 Nations Financial Group Inc. IA ADV137,888$6.92M0.4%+1.6%2.310%
1/21/2026 Crews Bank & Trust3,600$181K0.0%-37.9%0.060%
1/15/2026 Alpine Bank Wealth Management66,902$3.36M0.5%-3.8%1.128%
11/17/2025Flow Traders U.S. LLC104,790$5.27M0.2%-0.5%1.785%
11/12/2025 49 Wealth Management LLC244,795$12.31M1.2%-0.3%4.170%
11/10/2025 Marshall & Sterling Wealth Advisors Inc.15,508$780K0.5%+8.8%0.264%
10/28/2025 Nations Financial Group Inc. IA ADV135,734$6.83M0.4%+69.4%2.312%
10/22/2025 Crews Bank & Trust5,800$292K0.0%+11.5%0.099%
10/22/2025 Alpine Bank Wealth Management69,540$3.50M0.5%+43.6%1.185%
8/13/2025Flow Traders U.S. LLC105,367$5.29M0.2%+2,385.1%1.926%
8/7/2025 49 Wealth Management LLC245,463$12.32M1.3%-12.0%4.487%
7/17/2025 Janney Montgomery Scott LLC50,929$2.56M0.0%-2.0%0.936%
7/17/2025 Alpine Bank Wealth Management48,416$2.43M0.4%-18.1%0.890%
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%
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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%


OBIL Institutional Ownership - Frequently Asked Questions

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 ($11.12M), Nations Financial Group Inc. IA ADV ($7.48M), Flow Traders U.S. LLC ($5.27M), Alpine Bank Wealth Management ($3.36M), GoalVest Advisory LLC ($1.36M), and Marshall & Sterling Wealth Advisors Inc. ($1.35M).Learn more on US Treasury 12 Month Bill ETF's institutional investors.

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: Nations Financial Group Inc. IA ADV ($155.40K), 49 Wealth Management LLC ($103.67K), Flow Traders U.S. LLC ($101.13K), Wealthquest Corp ($88.04K), Alpine Bank Wealth Management ($80.22K), GoalVest Advisory LLC ($27K), and NewEdge Advisors LLC ($13.62K).

Institutional investors have bought a total of 117,602 shares in the last 24 months. This purchase volume represents approximately $5.91M in transactions.

The following institutional investors have sold US Treasury 12 Month Bill ETF stock in the last 24 months: Janney Montgomery Scott LLC ($27.94K), 49 Wealth Management LLC ($23.90K), Alpine Bank Wealth Management ($2.64K), Crews Bank & Trust ($2.20K), Flow Traders U.S. LLC ($577.00), and Marshall & Sterling Wealth Advisors Inc. ($213.00).

Institutional investors have sold a total of 57,471 shares in the last 24 months. This volume of shares sold represents approximately $2.88M in transactions.


Related Companies

Institutional ownership data for NASDAQ:OBIL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/7/2026. New 13F filings are added each quarter as they're published.
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