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US Treasury 6 Month Bill ETF (XBIL) Institutional Ownership

US Treasury 6 Month Bill ETF logo
$50.15 0.00 (0.00%)
As of 08/24/2026 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for US Treasury 6 Month Bill ETF (NASDAQ:XBIL)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$7.55M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$10.99M
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XBIL Institutional Buying and Selling by Quarter

US Treasury 6 Month Bill ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 Harbor Investment Advisory LLC35,305$1.77M0.1%+17.5%0.239%
6/3/2026 NewEdge Advisors LLC5,388$270K0.0%+1,522.9%0.036%
5/7/2026 Marshall & Sterling Wealth Advisors Inc.21,181$1.06M0.7%+52.5%0.141%
4/30/2026 Ibex Wealth Advisors10,084$504K0.0%N/A0.068%
4/24/2026 Harbor Investment Advisory LLC30,057$1.50M0.1%+7.6%0.200%
4/22/2026 Janney Montgomery Scott LLC8,370$419K0.0%-3.9%0.056%
2/13/2026 Integrated Wealth Concepts LLC133,576$6.69M0.1%+7.2%0.884%
2/6/2026 Copia Wealth Management68,974$3.45M2.5%-20.3%0.456%
2/4/2026 49 Wealth Management LLC53,318$2.67M0.2%-56.2%0.353%
1/15/2026 Alpine Bank Wealth Management93,065$4.66M0.7%+133.5%0.619%
1/7/2026 Harbor Investment Advisory LLC27,932$1.40M0.1%+86.0%0.187%
11/17/2025 Integrated Wealth Concepts LLC124,573$6.25M0.1%+8.6%0.791%
11/12/2025 49 Wealth Management LLC121,809$6.11M0.6%-50.5%0.774%
10/31/2025 Copia Wealth Management86,515$4.34M3.2%-4.1%0.547%
10/27/2025 Harbor Investment Advisory LLC15,021$754K0.1%N/A0.095%
10/22/2025 GoalVest Advisory LLC716$36K0.0%-87.4%0.005%
10/22/2025 Alpine Bank Wealth Management39,850$2M0.3%+110.8%0.251%
8/7/2025 49 Wealth Management LLC245,931$12.33M1.3%-12.0%1.516%
8/7/2025 Ibex Wealth Advisors10,386$521K0.1%-2.1%0.064%
7/29/2025 Private Trust Co. NA10,997$552K0.1%-4.3%0.069%
7/28/2025 Copia Wealth Management90,232$4.53M3.8%-3.3%0.569%
7/17/2025 Janney Montgomery Scott LLC44,504$2.23M0.0%-22.0%0.284%
7/17/2025 Alpine Bank Wealth Management18,905$948K0.1%-78.0%0.120%
5/16/2025Integrated Wealth Concepts LLC105,305$5.28M0.1%+26.4%0.688%
5/8/2025Wealthquest Corp9,365$470K0.0%-32.2%0.061%
4/30/2025Financial Gravity Asset Management Inc.616$31K0.0%N/A0.004%
4/30/202549 Wealth Management LLC279,387$14.02M1.7%+0.8%1.848%
4/23/2025Alpine Bank Wealth Management86,023$4.32M0.7%N/A0.583%
4/17/2025Copia Wealth Management93,286$4.68M4.3%-3.8%0.632%
4/17/2025Janney Montgomery Scott LLC57,046$2.86M0.0%-35.7%0.387%
4/15/2025Ibex Wealth Advisors10,609$532K0.1%-3.6%0.073%
4/9/2025NBC Securities Inc.1,000$50K0.0%+99,900.0%0.007%
4/7/2025GoalVest Advisory LLC5,700$286K0.1%-65.5%0.040%
3/6/2025Copia Wealth Management96,946$4.85M4.6%N/A0.739%
2/18/202549 Wealth Management LLC277,181$13.87M2.0%+46.9%2.113%
2/10/2025Farther Finance Advisors LLC22,692$1.14M0.0%N/A0.173%
2/5/2025Private Trust Co. NA11,497$575K0.1%-4.2%0.088%
2/4/2025Bank of New York Mellon Corp9,932$497K0.0%-10.2%0.076%
1/17/2025Janney Montgomery Scott LLC88,706$4.44M0.0%+82.6%0.692%
1/16/2025Wealthquest Corp13,820$691K0.1%-23.9%0.108%
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11/21/2024Wealthquest Corp18,164$909K0.1%-96.7%0.142%
11/14/2024Flow Traders U.S. LLC6,693$336K0.0%-3.9%0.052%
11/13/2024Private Trust Co. NA11,997$602K0.1%-2.4%0.094%
11/12/202449 Wealth Management LLC188,672$9.47M1.5%+14.4%1.471%
11/6/2024GoalVest Advisory LLC16,500$828K0.2%N/A0.129%
10/29/2024Janney Montgomery Scott LLC48,583$2.44M0.0%-70.9%0.380%
10/5/2024Trivant Custom Portfolio Group LLC541$27K0.0%-55.2%0.004%
8/22/2024PVG Asset Management Corp9,450$473K1.9%N/A0.078%
8/8/2024Zions Bancorporation N.A.8,500$426K0.0%N/A0.070%
7/26/2024Bank of New York Mellon Corp16,662$834K0.0%+5.5%0.133%
7/17/2024Trivant Custom Portfolio Group LLC1,207$60K0.0%+140.4%0.010%
5/15/2024Flow Traders U.S. LLC64,133$3.21M0.2%+72.6%0.605%
5/1/2024Janney Montgomery Scott LLC117,772$5.90M0.0%-20.5%1.117%
4/17/2024Trivant Custom Portfolio Group LLC502$25K0.0%+178.9%0.005%
2/8/2024Janney Montgomery Scott LLC148,131$7.40M0.0%+1,533.6%1.409%
2/6/2024Eldridge Investment Advisors Inc.13,057$652K0.2%N/A0.124%
1/24/2024Private Trust Co. NA900$45K0.0%+200.0%0.009%
11/8/2023Janney Montgomery Scott LLC9,068$455K0.0%N/A0.091%
11/6/2023F M Investments LLC41,747$2.09M1.6%+240.1%0.418%
7/31/2023F M Investments LLC12,276$616K0.5%-71.1%0.378%
7/13/2023Cambridge Investment Research Advisors Inc.7,744$389K0.0%+47.5%0.238%


XBIL Institutional Ownership - Frequently Asked Questions

During the previous two years, 18 institutional investors and hedge funds held shares of US Treasury 6 Month Bill ETF. The most heavily invested institutionals were Integrated Wealth Concepts LLC ($6.69M), Alpine Bank Wealth Management ($4.66M), Copia Wealth Management ($3.45M), 49 Wealth Management LLC ($2.67M), Harbor Investment Advisory LLC ($1.77M), Farther Finance Advisors LLC ($1.14M), and Marshall & Sterling Wealth Advisors Inc. ($1.06M).Learn more on US Treasury 6 Month Bill ETF's institutional investors.

Of the 13 institutional investors that purchased US Treasury 6 Month Bill ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Alpine Bank Wealth Management ($160.18K), 49 Wealth Management LLC ($114.51K), Copia Wealth Management ($96.95K), Integrated Wealth Concepts LLC ($40.84K), Janney Montgomery Scott LLC ($40.12K), Harbor Investment Advisory LLC ($35.31K), and Farther Finance Advisors LLC ($22.69K).

Institutional investors have bought a total of 150,734 shares in the last 24 months. This purchase volume represents approximately $7.55M in transactions.

The following institutional investors have sold US Treasury 6 Month Bill ETF stock in the last 24 months: 49 Wealth Management LLC ($192.61K), Copia Wealth Management ($21.26K), GoalVest Advisory LLC ($4.98K), and Janney Montgomery Scott LLC ($342.00).

Institutional investors have sold a total of 219,197 shares in the last 24 months. This volume of shares sold represents approximately $10.99M in transactions.


Related Companies

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