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US Treasury 3 Month Bill ETF (TBIL) Institutional Ownership

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$49.82 0.00 (0.00%)
Closing price 04:00 PM Eastern
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$49.82 +0.01 (+0.01%)
As of 07:46 PM Eastern
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Institutional Ownership Changes (13F Filings) for US Treasury 3 Month Bill ETF (NASDAQ:TBIL)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$92.54M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$19.26M
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TBIL Institutional Buying and Selling by Quarter

US Treasury 3 Month Bill ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025NewEdge Advisors LLC85,381$4.27M0.0%+177.6%0.075%
5/16/2025Integrated Wealth Concepts LLC448,958$22.45M0.3%+10.5%0.394%
5/15/2025Betterment LLC25,633$1.28M0.0%+2.3%0.022%
5/14/2025Luminist Capital LLC7,404$369K0.4%+4.4%0.006%
5/9/2025Tidemark LLC13,461$673K0.2%+5.2%0.012%
5/9/2025Strategic Investment Solutions Inc. IL22,336$1.12M0.3%+5.0%0.020%
5/8/2025Wealthquest Corp245,460$12.28M0.5%-20.4%0.215%
5/2/2025Transcendent Capital Group LLC45,211$2.26M1.3%-31.9%0.040%
4/30/2025Leavell Investment Management Inc.9,918$496K0.0%+17.8%0.009%
4/30/2025Moloney Securities Asset Management LLC980,355$49.03M6.6%+224.8%0.874%
4/30/202549 Wealth Management LLC267,180$13.36M1.6%-6.0%0.238%
4/29/2025Wayfinding Financial LLC1,873$93K0.0%N/A0.002%
4/29/2025Strategic Blueprint LLC4,842$242K0.0%-42.6%0.004%
4/28/2025Private Trust Co. NA16,248$813K0.1%+127.5%0.014%
4/28/2025Longview Financial Advisors Inc.76,359$3.82M3.3%-47.1%0.068%
4/25/2025Westside Investment Management Inc.5,700$285K0.1%+18.8%0.005%
4/24/2025Golden State Wealth Management LLC10,557$528K0.1%-3.0%0.010%
4/24/2025Jaffetilchin Investment Partners LLC84,418$4.22M0.3%+32.7%0.077%
4/23/2025Creative Financial Designs Inc. ADV1,940$97K0.0%+80.3%0.002%
4/23/2025Alpine Bank Wealth Management65,665$3.28M0.5%N/A0.060%
4/23/2025Golden State Wealth Management LLC21,107$1.06M0.1%+93.9%0.019%
4/22/2025Inlight Wealth Management LLC572$29K0.0%N/A0.001%
4/21/2025Kingswood Wealth Advisors LLC4,644$232K0.0%-18.0%0.004%
4/17/2025Copia Wealth Management123,865$6.19M5.7%-3.4%0.114%
4/17/2025Janney Montgomery Scott LLC16,336$817K0.0%-75.6%0.015%
4/16/2025Argus Investors Counsel Inc.6,783$339K0.3%+8.8%0.006%
4/15/2025Ibex Wealth Advisors229,842$11.49M1.5%+8.9%0.213%
4/14/2025Farther Finance Advisors LLC59,342$2.96M0.1%+26.6%0.055%
4/9/2025Fiduciary Alliance LLC85,400$4.27M0.4%+549.5%0.079%
4/8/2025Parallel Advisors LLC59,409$2.97M0.1%+172.2%0.055%
4/7/2025GoalVest Advisory LLC1,311$66K0.0%-78.8%0.001%
4/7/2025AdvisorNet Financial Inc60,576$3.03M0.2%+5.1%0.056%
3/6/2025Copia Wealth Management128,268$6.40M6.1%N/A0.132%
2/18/202549 Wealth Management LLC284,284$14.17M2.0%+96.1%0.293%
2/17/2025Ameriprise Financial Inc.15,265$761K0.0%-59.7%0.016%
2/14/2025Betterment LLC25,066$1.25M0.0%+16.8%0.026%
2/13/2025Strategic Investment Solutions Inc. IL21,280$1.06M0.3%-2.2%0.022%
2/13/2025Jaffetilchin Investment Partners LLC63,610$3.17M0.2%+217.3%0.066%
2/10/2025Parallel Advisors LLC21,829$1.09M0.0%N/A0.023%
2/10/2025Creative Financial Designs Inc. ADV1,076$54K0.0%-26.9%0.001%
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2/10/2025Farther Finance Advisors LLC46,867$2.34M0.1%-6.4%0.048%
2/10/2025EverSource Wealth Advisors LLC3,532$176K0.0%+15.3%0.004%
2/5/2025Private Trust Co. NA7,141$356K0.0%-17.2%0.007%
2/4/2025Transcendent Capital Group LLC66,395$3.31M1.7%+347.5%0.068%
2/3/2025Longview Financial Advisors Inc.144,229$7.19M5.7%-38.9%0.149%
1/29/2025Leavell Investment Management Inc.8,418$420K0.0%-2.7%0.009%
1/28/2025Moloney Securities Asset Management LLC301,835$15.05M2.0%+12.5%0.312%
1/23/2025Strategic Advocates LLC5,170$258K0.1%+13.6%0.005%
1/23/2025Strategic Blueprint LLC8,442$421K0.0%+5.3%0.009%
1/22/2025Kingswood Wealth Advisors LLC5,664$282K0.0%-3.9%0.006%
1/17/2025Janney Montgomery Scott LLC66,816$3.33M0.0%+114.2%0.069%
1/17/2025GoalVest Advisory LLC6,191$309K0.1%-48.8%0.006%
1/16/2025Wealthquest Corp308,268$15.37M1.3%+2.7%0.320%
1/13/2025AdvisorNet Financial Inc57,657$2.88M0.2%-17.1%0.061%
1/13/2025Fiduciary Alliance LLC13,148$656K0.1%N/A0.014%
11/21/2024Wealthquest Corp300,233$14.97M1.3%-0.6%0.341%
11/14/2024Flow Traders U.S. LLC19,118$957K0.0%N/A0.022%
11/13/2024Private Trust Co. NA8,628$432K0.0%-41.3%0.010%
11/12/202449 Wealth Management LLC144,936$7.25M1.2%+17.1%0.165%
11/8/2024Hilton Capital Management LLC38,640$1.93M0.1%+375.8%0.044%
11/6/2024GoalVest Advisory LLC12,100$605K0.2%N/A0.014%
11/4/2024Jaffetilchin Investment Partners LLC20,047$1.00M0.1%N/A0.023%
11/2/2024Transcendent Capital Group LLC14,837$742K0.4%+14.8%0.017%
11/1/2024Lindbrook Capital LLC5,680$284K0.0%N/A0.007%
11/1/2024Leavell Investment Management Inc.8,654$433K0.0%+82.0%0.010%
11/1/2024Verity Asset Management Inc.4,370$219K0.1%N/A0.005%
10/30/2024Moloney Securities Asset Management LLC268,417$13.43M1.8%+14.7%0.307%
10/29/2024Janney Montgomery Scott LLC31,190$1.56M0.0%-14.1%0.036%
10/29/2024Farther Finance Advisors LLC50,095$2.51M0.1%+16.8%0.057%
10/28/2024Creative Financial Designs Inc. ADV1,472$74K0.0%+102.5%0.002%
10/25/2024Strategic Blueprint LLC8,017$401K0.0%+57.6%0.009%
10/23/2024Strategic Investment Solutions Inc. IL21,762$1.11M0.3%N/A0.026%
10/21/2024Argus Investors Counsel Inc.6,059$303K0.2%N/A0.007%
10/19/2024Longview Financial Advisors Inc.236,232$11.82M8.7%+0.2%0.277%
10/16/2024Longview Financial Advisors Inc.242,471$12.09M11.1%+2.9%0.286%
8/14/2024EverSource Wealth Advisors LLC1,583$79K0.0%+48.8%0.002%
8/7/2024Ashton Thomas Private Wealth LLC76,244$3.81M0.2%+20.1%0.095%
8/3/2024SouthState Corp695$35K0.0%N/A0.001%
8/1/2024TIAA Trust National Association5,327$266K0.0%N/A0.007%
7/31/2024Farther Finance Advisors LLC42,897$2.14M0.1%-0.5%0.054%
7/30/2024Moloney Securities Asset Management LLC234,092$11.71M1.7%+24.7%0.296%
7/27/2024Strategic Blueprint LLC5,087$254K0.0%N/A0.006%
7/24/2024Transcendent Capital Group LLC12,927$647K0.4%+1,746.7%0.016%
7/17/2024AdvisorNet Financial Inc49,305$2.47M0.2%N/A0.063%
7/10/2024Valeo Financial Advisors LLC4,600$230K0.0%N/A0.006%
7/9/2024Kingswood Wealth Advisors LLC10,810$541K0.0%+13.5%0.014%
6/11/2024EverSource Wealth Advisors LLC1,064$53K0.0%N/A0.002%
5/28/2024Verity Asset Management Inc.4,955$248K0.1%N/A0.008%
5/15/2024Transcendent Capital Group LLC700$35K0.0%-94.4%0.001%
5/2/2024Moloney Securities Asset Management LLC187,665$9.39M1.4%+4.0%0.288%
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5/1/2024Janney Montgomery Scott LLC74,134$3.71M0.0%-79.5%0.114%
4/22/2024Ashton Thomas Private Wealth LLC63,472$3.18M0.2%-2.8%0.100%
4/15/2024Kingswood Wealth Advisors LLC9,525$477K0.1%-7.0%0.015%
3/1/2024Transcendent Capital Group LLC12,544$625K0.4%N/A0.022%
2/8/2024Janney Montgomery Scott LLC362,508$18.08M0.1%-36.0%0.644%
1/24/2024Private Trust Co. NA3,331$166K0.0%-77.0%0.006%
1/16/2024Kingswood Wealth Advisors LLC10,243$511K0.1%+117.9%0.019%
1/10/2024Wayfinding Financial LLC37,375$1.86M1.3%+2.8%0.068%
11/9/2023Formidable Asset Management LLC24,530$1.23M0.3%+159.0%0.049%
11/8/2023Huntington National Bank1,270$64K0.0%N/A0.003%
(Data available from 1/1/2016 forward)

TBIL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TBIL shares?

During the previous two years, 48 institutional investors and hedge funds held shares of US Treasury 3 Month Bill ETF. The most heavily invested institutionals were Moloney Securities Asset Management LLC ($49.03M), Integrated Wealth Concepts LLC ($22.45M), 49 Wealth Management LLC ($13.36M), Wealthquest Corp ($12.28M), Adirondack Retirement Specialists Inc. ($12.18M), Ibex Wealth Advisors ($11.49M), and F M Investments LLC ($6.87M).Learn more on US Treasury 3 Month Bill ETF's institutional investors.

Which institutional investors have been buying US Treasury 3 Month Bill ETF's stock?

Of the 47 institutional investors that purchased US Treasury 3 Month Bill ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Moloney Securities Asset Management LLC ($808.20K), Janney Montgomery Scott LLC ($545.54K), Adirondack Retirement Specialists Inc. ($167.91K), 49 Wealth Management LLC ($160.52K), Copia Wealth Management ($128.27K), F M Investments LLC ($103.73K), and Fiduciary Alliance LLC ($85.40K).

How much institutional buying is happening at US Treasury 3 Month Bill ETF?

Institutional investors have bought a total of 1,851,809 shares in the last 24 months. This purchase volume represents approximately $92.54M in transactions.

Which of US Treasury 3 Month Bill ETF's major shareholders have been selling company stock?

Of the 17 institutional investors that sold US Treasury 3 Month Bill ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Longview Financial Advisors Inc. ($159.87K), Wealthquest Corp ($64.76K), Janney Montgomery Scott LLC ($55.58K), Ameriprise Financial Inc. ($22.66K), Transcendent Capital Group LLC ($21.18K), 49 Wealth Management LLC ($17.10K), and AdvisorNet Financial Inc ($11.91K).

How much institutional selling is happening at US Treasury 3 Month Bill ETF?

Institutional investors have sold a total of 385,536 shares in the last 24 months. This volume of shares sold represents approximately $19.26M in transactions.



This page (NASDAQ:TBIL) was last updated on 7/2/2025 by MarketBeat.com Staff
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