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US Treasury 3 Month Bill ETF (TBIL) Institutional Ownership

US Treasury 3 Month Bill ETF logo
$49.92 -0.01 (-0.02%)
As of 07/13/2026 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for US Treasury 3 Month Bill ETF (NASDAQ:TBIL)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$65.87M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$59.86M
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TBIL Institutional Buying and Selling by Quarter

US Treasury 3 Month Bill ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2026 Strategic Investment Solutions Inc. IL25,826$1.29M0.3%-6.8%0.018%
7/6/2026 Longview Financial Advisors Inc.36,962$1.84M1.1%-25.1%0.026%
7/1/2026 Roxbury Financial LLC7,030$351K0.3%+33.5%0.005%
6/3/2026Wealthquest Corp243,785$12.16M0.9%-2.6%0.172%
6/3/2026Parallel Advisors LLC65,227$3.25M0.1%+13.2%0.046%
5/19/2026Claris Financial LLC15,213$759K0.4%-3.4%0.011%
5/18/2026EverSource Wealth Advisors LLC11,663$582K0.0%-8.3%0.008%
5/7/2026Parallel Advisors LLC65,227$3.25M0.1%+13.2%0.046%
4/27/2026Sound Income Strategies LLC2,321$116K0.0%N/A0.002%
4/22/2026Janney Montgomery Scott LLC18,202$908K0.0%-1.7%0.013%
4/21/2026Fiduciary Alliance LLC112,975$5.64M0.4%-8.0%0.080%
4/20/2026 Longview Financial Advisors Inc.49,331$2.46M1.5%-8.6%0.035%
4/17/2026AdvisorNet Financial Inc38,496$1.92M0.1%-33.3%0.027%
4/17/2026 Roxbury Financial LLC5,267$263K0.2%+16.9%0.004%
2/27/2026 Strategic Investment Solutions Inc. IL24,781$1.24M0.3%+17.5%0.020%
2/20/2026Sunbelt Securities Inc.1,931$96K0.0%-38.1%0.002%
2/19/2026Claris Financial LLC15,753$786K0.4%N/A0.012%
2/18/2026Vermillion & White Wealth Management Group LLC4,607$231K0.1%+16.3%0.004%
2/17/2026Ibex Wealth Advisors326,600$16.29M1.6%+11.3%0.259%
2/17/2026Captrust Financial Advisors57,683$2.88M0.0%+494.5%0.046%
2/12/2026Wedbush Securities Inc.34,332$1.71M0.0%+166.3%0.027%
2/12/2026Betterment LLC47,364$2.36M0.0%+83.2%0.038%
2/12/2026Ruggiero Investments Inc.38,065$1.90M1.7%N/A0.030%
2/11/2026Strategic Advocates LLC7,223$360K0.1%+24.8%0.006%
2/11/2026JPMorgan Chase & Co.212,606$10.61M0.0%-19.8%0.169%
2/11/2026Parallel Advisors LLC57,634$2.88M0.1%-16.6%0.046%
2/10/2026Tidemark LLC15,237$760K0.2%+5.4%0.012%
2/10/2026Marshall & Sterling Wealth Advisors Inc.27,340$1.36M0.9%-4.1%0.022%
2/10/2026Principia Wealth Advisory LLC16,727$834K0.2%+40.1%0.013%
2/9/2026Wealthquest Corp250,202$12.48M0.9%+10.9%0.198%
2/6/2026EverSource Wealth Advisors LLC12,722$635K0.0%+112.8%0.010%
2/6/2026Copia Wealth Management105,623$5.27M3.8%-10.2%0.084%
2/4/202649 Wealth Management LLC42,835$2.14M0.2%-68.8%0.034%
2/4/2026LRI Investments LLC1,801$90K0.0%N/A0.001%
2/2/2026 Longview Financial Advisors Inc.53,944$2.69M1.8%-10.2%0.043%
1/26/2026Private Trust Co. NA12,206$609K0.1%-41.7%0.010%
1/26/2026Transcendent Capital Group LLC39,024$1.95M0.9%+97.4%0.031%
1/23/2026Farther Finance Advisors LLC80,270$4.00M0.0%+7.0%0.064%
1/23/2026Westside Investment Management Inc.5,750$287K0.0%+21.1%0.005%
1/22/2026Fiduciary Alliance LLC122,839$6.13M0.4%-4.1%0.098%
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1/21/2026 Warner Financial Inc.15,791$788K0.3%+13.6%0.013%
1/21/2026Flagship Harbor Advisors LLC105,865$5.28M0.2%-15.3%0.084%
1/15/2026Alpine Bank Wealth Management222,955$11.12M1.6%+28.5%0.176%
1/15/2026Jaffetilchin Investment Partners LLC100,353$5.01M0.3%+8.3%0.079%
1/5/2026 GoalVest Advisory LLC2,870$143K0.0%-21.6%0.002%
1/5/2026 Roxbury Financial LLC4,506$225K0.2%N/A0.004%
1/1/2026JPMorgan Chase & Co.265,113$13.26M0.0%+75.1%0.214%
12/3/2025 Strategic Investment Solutions Inc. IL21,097$1.06M0.3%-1.8%0.017%
11/26/2025Strategic Advocates LLC5,788$289K0.1%N/A0.005%
11/19/2025Sunbelt Securities Inc.3,122$156K0.0%N/A0.003%
11/17/2025NewEdge Advisors LLC32,686$1.63M0.0%-2.3%0.026%
11/17/2025Integrated Wealth Concepts LLC490,591$24.53M0.2%+3.5%0.397%
11/17/2025Flow Traders U.S. LLC49,810$2.49M0.1%N/A0.040%
11/14/2025Mpwm Advisory Solutions LLC6,088$304K0.2%-15.0%0.005%
11/13/2025Betterment LLC25,849$1.29M0.0%-3.2%0.021%
11/13/2025Parallel Advisors LLC69,095$3.46M0.1%-7.6%0.056%
11/13/2025 Longview Financial Advisors Inc.60,085$3.00M2.1%-2.1%0.049%
11/12/202549 Wealth Management LLC137,141$6.86M0.7%-38.3%0.111%
11/12/2025Ibex Wealth Advisors293,321$14.67M1.4%+12.8%0.237%
11/10/2025EverSource Wealth Advisors LLC5,977$299K0.0%+25.9%0.005%
11/7/2025Rothschild Investment LLC1,200$60K0.0%N/A0.001%
11/7/2025JPMorgan Chase & Co.265,113$13.26M0.0%+75.1%0.214%
11/6/2025Wedbush Securities Inc.12,892$645K0.0%+86.4%0.010%
11/5/2025Moloney Securities Asset Management LLC345,301$17.27M2.1%-66.2%0.279%
11/5/2025Wealthquest Corp225,576$11.28M0.9%-1.5%0.182%
11/4/2025Transcendent Capital Group LLC19,765$988K0.4%-14.7%0.016%
11/3/2025Tidemark LLC14,463$723K0.2%+5.1%0.012%
10/31/2025Copia Wealth Management117,560$5.88M4.4%-5.3%0.095%
10/29/2025Arkadios Wealth Advisors4,228$211K0.0%-10.6%0.003%
10/28/2025Argus Investors Counsel Inc.4,748$237K0.2%+11.4%0.004%
10/27/2025 Harbor Investment Advisory LLC600$30K0.0%N/A0.000%
10/22/2025 CoreCap Advisors LLC588$29K0.0%-53.0%0.000%
10/22/2025 GoalVest Advisory LLC3,661$183K0.0%-45.0%0.003%
10/22/2025Alpine Bank Wealth Management173,461$8.67M1.2%-8.6%0.143%
10/20/2025 Warner Financial Inc.13,905$695K0.3%N/A0.011%
10/15/2025Private Trust Co. NA20,941$1.05M0.1%+16.2%0.017%
10/14/2025Farther Finance Advisors LLC75,001$3.75M0.1%+8.6%0.062%
10/9/2025AdvisorNet Financial Inc88,210$4.41M0.2%-15.7%0.073%
10/8/2025Fiduciary Alliance LLC128,123$6.41M0.4%+58.6%0.107%
8/26/2025Claris Financial LLC45,070$2.25M1.7%+42.1%0.039%
8/15/2025Captrust Financial Advisors187,924$9.40M0.0%+4,270.3%0.162%
8/14/2025Betterment LLC26,705$1.34M0.0%+4.2%0.023%
8/13/2025EverSource Wealth Advisors LLC4,748$237K0.0%+31.3%0.004%
8/13/2025Wealthquest Corp228,988$11.45M0.9%-6.7%0.197%
8/13/2025Vermillion & White Wealth Management Group LLC3,961$198K0.1%N/A0.003%
8/12/2025Jaffetilchin Investment Partners LLC82,310$4.12M0.3%-2.5%0.071%
8/12/2025JPMorgan Chase & Co.151,383$7.57M0.0%+49,050.3%0.131%
8/7/202549 Wealth Management LLC222,297$11.11M1.1%-16.8%0.192%
8/7/2025Ibex Wealth Advisors260,015$13.00M1.4%+13.1%0.224%
8/6/2025Wedbush Securities Inc.6,915$346K0.0%N/A0.006%
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8/6/2025Golden State Wealth Management LLC9,794$490K0.1%-7.2%0.008%
8/5/2025Westside Investment Management Inc.4,750$237K0.0%-16.7%0.004%
8/4/2025Creative Financial Designs Inc. ADV2,248$112K0.0%+15.9%0.002%
8/4/2025Arkadios Wealth Advisors4,729$236K0.0%N/A0.004%
8/1/2025 GoalVest Advisory LLC6,661$333K0.1%+408.1%0.006%
7/31/2025Leavell Investment Management Inc.10,355$518K0.0%+4.4%0.009%
7/31/2025Moloney 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%
7/30/2025Strategic Blueprint LLC4,392$220K0.0%-9.3%0.004%
7/29/2025Private Trust Co. NA18,016$901K0.1%+10.9%0.016%


TBIL Institutional Ownership - Frequently Asked Questions

During the previous two years, 61 institutional investors and hedge funds held shares of US Treasury 3 Month Bill ETF. The most heavily invested institutionals were Integrated Wealth Concepts LLC ($24.53M), Moloney Securities Asset Management LLC ($17.27M), Ibex Wealth Advisors ($16.29M), Wealthquest Corp ($12.16M), Alpine Bank Wealth Management ($11.12M), JPMorgan Chase & Co. ($10.61M), and Fiduciary Alliance LLC ($5.64M).Learn more on US Treasury 3 Month Bill ETF's institutional investors.

Of the 55 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 ($834.81K), JPMorgan Chase & Co. ($378.54K), Alpine Bank Wealth Management ($239.22K), Captrust Financial Advisors ($231.60K), 49 Wealth Management LLC ($160.52K), Fiduciary Alliance LLC ($132.72K), and Copia Wealth Management ($128.59K).

Institutional investors have bought a total of 1,318,367 shares in the last 24 months. This purchase volume represents approximately $65.87M in transactions.

Of the 30 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: Moloney Securities Asset Management LLC ($677.17K), 49 Wealth Management LLC ($224.35K), JPMorgan Chase & Co. ($52.51K), Longview Financial Advisors Inc. ($39.40K), AdvisorNet Financial Inc ($35.60K), Wealthquest Corp ($26.30K), and Transcendent Capital Group LLC ($25.45K).

Institutional investors have sold a total of 1,197,809 shares in the last 24 months. This volume of shares sold represents approximately $59.86M in transactions.


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This page (NASDAQ:TBIL) was last updated on 7/14/2026 by MarketBeat.com Staff.
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