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US Treasury 3 Month Bill ETF (TBIL) Institutional Ownership

US Treasury 3 Month Bill ETF logo
$49.86 +0.01 (+0.01%)
As of 03:52 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)
43
Total
Institutional Inflows
(last 12 months)
$117.71M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$24.79M
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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
8/26/2025 Claris Financial LLC45,070$2.25M1.7%+42.1%0.039%
8/15/2025 Captrust Financial Advisors187,924$9.40M0.0%+4,270.3%0.162%
8/14/2025 Betterment LLC26,705$1.34M0.0%+4.2%0.023%
8/13/2025 EverSource Wealth Advisors LLC4,748$237K0.0%+31.3%0.004%
8/13/2025 Wealthquest Corp228,988$11.45M0.9%-6.7%0.197%
8/13/2025 Vermillion & White Wealth Management Group LLC3,961$198K0.1%N/A0.003%
8/12/2025 Jaffetilchin Investment Partners LLC82,310$4.12M0.3%-2.5%0.071%
8/12/2025 JPMorgan Chase & Co.151,383$7.57M0.0%+49,050.3%0.131%
8/7/2025 49 Wealth Management LLC222,297$11.11M1.1%-16.8%0.192%
8/7/2025 Ibex Wealth Advisors260,015$13.00M1.4%+13.1%0.224%
8/6/2025 Wedbush Securities Inc.6,915$346K0.0%N/A0.006%
8/6/2025 Golden State Wealth Management LLC9,794$490K0.1%-7.2%0.008%
8/5/2025 Westside Investment Management Inc.4,750$237K0.0%-16.7%0.004%
8/4/2025 Creative Financial Designs Inc. ADV2,248$112K0.0%+15.9%0.002%
8/4/2025 Arkadios Wealth Advisors4,729$236K0.0%N/A0.004%
8/1/2025 GoalVest Advisory LLC6,661$333K0.1%+408.1%0.006%
7/31/2025 Leavell Investment Management Inc.10,355$518K0.0%+4.4%0.009%
7/31/2025 Moloney Securities Asset Management LLC1,022,473$51.12M6.3%+4.3%0.882%
7/31/2025 Longview Financial Advisors Inc.61,375$3.07M2.6%-19.6%0.053%
7/30/2025 Strategic Blueprint LLC4,392$220K0.0%-9.3%0.004%
7/29/2025 Private Trust Co. NA18,016$901K0.1%+10.9%0.016%
7/28/2025 Copia Wealth Management124,184$6.21M5.2%+0.3%0.107%
7/25/2025 Transcendent Capital Group LLC23,160$1.16M0.6%-48.8%0.020%
7/17/2025 Janney Montgomery Scott LLC16,093$805K0.0%-1.5%0.014%
7/17/2025 Alpine Bank Wealth Management189,728$9.49M1.4%+188.9%0.163%
7/17/2025 Argus Investors Counsel Inc.4,263$213K0.2%-37.2%0.004%
7/16/2025 Strategic Investment Solutions Inc. IL21,494$1.07M0.3%-3.8%0.018%
7/14/2025 AdvisorNet Financial Inc104,610$5.23M0.3%+72.7%0.091%
7/14/2025 S.A. Mason LLC2,300$115K0.1%N/A0.002%
7/11/2025 Farther Finance Advisors LLC69,086$3.45M0.1%+16.4%0.060%
7/9/2025 Fiduciary Alliance LLC80,800$4.04M0.3%-5.4%0.070%
7/8/2025 Parallel Advisors LLC74,773$3.74M0.1%+25.9%0.065%
5/16/2025 NewEdge Advisors LLC85,381$4.27M0.0%+177.6%0.075%
5/16/2025 Integrated Wealth Concepts LLC448,958$22.45M0.3%+10.5%0.394%
5/15/2025 Betterment LLC25,633$1.28M0.0%+2.3%0.022%
5/14/2025 Luminist Capital LLC7,404$369K0.4%+4.4%0.006%
5/9/2025 Tidemark LLC13,461$673K0.2%+5.2%0.012%
5/9/2025 Strategic Investment Solutions Inc. IL22,336$1.12M0.3%+5.0%0.020%
5/8/2025 Wealthquest Corp245,460$12.28M0.5%-20.4%0.215%
5/2/2025 Transcendent Capital Group LLC45,211$2.26M1.3%-31.9%0.040%
4/30/2025 Leavell Investment Management Inc.9,918$496K0.0%+17.8%0.009%
4/30/2025 Moloney Securities Asset Management LLC980,355$49.03M6.6%+224.8%0.874%
4/30/2025 49 Wealth Management LLC267,180$13.36M1.6%-6.0%0.238%
4/29/2025 Wayfinding Financial LLC1,873$93K0.0%N/A0.002%
4/29/2025 Strategic Blueprint LLC4,842$242K0.0%-42.6%0.004%
4/28/2025 Private Trust Co. NA16,248$813K0.1%+127.5%0.014%
4/28/2025 Longview Financial Advisors Inc.76,359$3.82M3.3%-47.1%0.068%
4/25/2025 Westside Investment Management Inc.5,700$285K0.1%+18.8%0.005%
4/24/2025 Golden State Wealth Management LLC10,557$528K0.1%-3.0%0.010%
4/24/2025 Jaffetilchin Investment Partners LLC84,418$4.22M0.3%+32.7%0.077%
4/23/2025 Creative Financial Designs Inc. ADV1,940$97K0.0%+80.3%0.002%
4/23/2025 Alpine Bank Wealth Management65,665$3.28M0.5%N/A0.060%
4/23/2025 Golden State Wealth Management LLC21,107$1.06M0.1%+93.9%0.019%
4/22/2025 Inlight Wealth Management LLC572$29K0.0%N/A0.001%
4/21/2025 Kingswood Wealth Advisors LLC4,644$232K0.0%-18.0%0.004%
4/17/2025 Copia Wealth Management123,865$6.19M5.7%-3.4%0.114%
4/17/2025 Janney Montgomery Scott LLC16,336$817K0.0%-75.6%0.015%
4/16/2025 Argus Investors Counsel Inc.6,783$339K0.3%+8.8%0.006%
4/15/2025 Ibex Wealth Advisors229,842$11.49M1.5%+8.9%0.213%
4/14/2025 Farther Finance Advisors LLC59,342$2.96M0.1%+26.6%0.055%
4/9/2025 Fiduciary Alliance LLC85,400$4.27M0.4%+549.5%0.079%
4/8/2025 Parallel Advisors LLC59,409$2.97M0.1%+172.2%0.055%
4/7/2025 GoalVest Advisory LLC1,311$66K0.0%-78.8%0.001%
4/7/2025 AdvisorNet Financial Inc60,576$3.03M0.2%+5.1%0.056%
3/6/2025 Copia Wealth Management128,268$6.40M6.1%N/A0.132%
2/18/2025 49 Wealth Management LLC284,284$14.17M2.0%+96.1%0.293%
2/17/2025 Ameriprise Financial Inc.15,265$761K0.0%-59.7%0.016%
2/14/2025 Betterment LLC25,066$1.25M0.0%+16.8%0.026%
2/13/2025 Strategic Investment Solutions Inc. IL21,280$1.06M0.3%-2.2%0.022%
2/13/2025 Jaffetilchin Investment Partners LLC63,610$3.17M0.2%+217.3%0.066%
2/10/2025 Parallel Advisors LLC21,829$1.09M0.0%N/A0.023%
2/10/2025 Creative Financial Designs Inc. ADV1,076$54K0.0%-26.9%0.001%
2/10/2025 Farther Finance Advisors LLC46,867$2.34M0.1%-6.4%0.048%
2/10/2025 EverSource Wealth Advisors LLC3,532$176K0.0%+15.3%0.004%
2/5/2025 Private Trust Co. NA7,141$356K0.0%-17.2%0.007%
2/4/2025 Transcendent Capital Group LLC66,395$3.31M1.7%+347.5%0.068%
2/3/2025 Longview Financial Advisors Inc.144,229$7.19M5.7%-38.9%0.149%
1/29/2025 Leavell Investment Management Inc.8,418$420K0.0%-2.7%0.009%
1/28/2025 Moloney Securities Asset Management LLC301,835$15.05M2.0%+12.5%0.312%
1/23/2025 Strategic Advocates LLC5,170$258K0.1%+13.6%0.005%
1/23/2025 Strategic Blueprint LLC8,442$421K0.0%+5.3%0.009%
1/22/2025 Kingswood Wealth Advisors LLC5,664$282K0.0%-3.9%0.006%
1/17/2025 Janney Montgomery Scott LLC66,816$3.33M0.0%+114.2%0.069%
1/17/2025 GoalVest Advisory LLC6,191$309K0.1%-48.8%0.006%
1/16/2025 Wealthquest Corp308,268$15.37M1.3%+2.7%0.320%
1/13/2025 AdvisorNet Financial Inc57,657$2.88M0.2%-17.1%0.061%
1/13/2025 Fiduciary Alliance LLC13,148$656K0.1%N/A0.014%
11/21/2024 Wealthquest Corp300,233$14.97M1.3%-0.6%0.341%
11/14/2024 Flow Traders U.S. LLC19,118$957K0.0%N/A0.022%
11/13/2024 Private Trust Co. NA8,628$432K0.0%-41.3%0.010%
11/12/2024 49 Wealth Management LLC144,936$7.25M1.2%+17.1%0.165%
11/8/2024 Hilton Capital Management LLC38,640$1.93M0.1%+375.8%0.044%
11/6/2024 GoalVest Advisory LLC12,100$605K0.2%N/A0.014%
11/4/2024 Jaffetilchin Investment Partners LLC20,047$1.00M0.1%N/A0.023%
11/2/2024 Transcendent Capital Group LLC14,837$742K0.4%+14.8%0.017%
11/1/2024Lindbrook Capital LLC5,680$284K0.0%N/A0.007%
11/1/2024 Leavell Investment Management Inc.8,654$433K0.0%+82.0%0.010%
11/1/2024 Verity Asset Management Inc.4,370$219K0.1%N/A0.005%
10/30/2024 Moloney Securities Asset Management LLC268,417$13.43M1.8%+14.7%0.307%
10/29/2024 Janney Montgomery Scott LLC31,190$1.56M0.0%-14.1%0.036%
(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, 53 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 ($51.12M), Integrated Wealth Concepts LLC ($22.45M), Ibex Wealth Advisors ($13.00M), Wealthquest Corp ($11.45M), 49 Wealth Management LLC ($11.11M), Alpine Bank Wealth Management ($9.49M), and Captrust Financial Advisors ($9.40M).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 52 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 ($842.10K), Janney Montgomery Scott LLC ($269.72K), Alpine Bank Wealth Management ($189.73K), Captrust Financial Advisors ($183.62K), 49 Wealth Management LLC ($160.52K), JPMorgan Chase & Co. ($151.08K), and Copia Wealth Management ($128.59K).

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

Institutional investors have bought a total of 2,355,401 shares in the last 24 months. This purchase volume represents approximately $117.71M in transactions.

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

Of the 21 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. ($174.86K), Wealthquest Corp ($81.23K), 49 Wealth Management LLC ($61.99K), Janney Montgomery Scott LLC ($55.83K), Transcendent Capital Group LLC ($43.24K), Ameriprise Financial Inc. ($22.66K), 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 496,193 shares in the last 24 months. This volume of shares sold represents approximately $24.79M in transactions.



This page (NASDAQ:TBIL) was last updated on 9/4/2025 by MarketBeat.com Staff
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