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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%)
Closing price 04:00 PM Eastern
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$49.92 -0.01 (-0.01%)
As of 07:59 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)
31
Total
Institutional Inflows
(last 12 months)
$48.68M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$22.96M
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TBIL Institutional Buying and Selling by Quarter

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US Treasury 3 Month Bill ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Ibex 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%
3/6/2025Copia 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%
2/10/2025 Parallel Advisors LLC21,829$1.09M0.0%N/A0.023%
2/10/2025Creative 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%
2/10/2025EverSource 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%
1/17/2025 GoalVest Advisory LLC6,191$309K0.1%-48.8%0.006%
1/16/2025Wealthquest 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%
11/21/2024Wealthquest 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%
11/6/2024 GoalVest 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%
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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%
10/29/2024 Farther 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%
7/31/2024 Farther 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%
7/17/2024 AdvisorNet 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%
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%
11/8/2023Janney Montgomery Scott LLC566,420$28.36M0.1%+70.4%1.136%
11/6/2023F M Investments LLC137,154$6.87M5.1%+310.3%0.275%
11/2/2023Wayfinding Financial LLC36,360$1.82M1.4%N/A0.073%
11/2/2023Your Advocates Ltd. LLP3,231$162K0.1%N/A0.006%
10/24/2023Kingswood Wealth Advisors LLC4,700$235K0.1%N/A0.010%
10/18/2023Private Trust Co. NA14,453$724K0.1%N/A0.031%
10/13/2023Arkadios Wealth Advisors8,321$417K0.0%N/A0.018%
9/12/2023 Farther Finance Advisors LLC10,000$501K0.1%N/A0.038%
7/31/2023Moloney Securities Asset Management LLC139,464$6.99M1.2%+6.3%0.539%
7/31/2023F M Investments LLC33,427$1.68M1.2%-39.5%0.129%
7/27/2023Adirondack Retirement Specialists Inc.243,172$12.18M9.6%+223.1%0.959%
7/26/2023Janney Montgomery Scott LLC332,324$16.65M0.1%+488.1%1.330%
5/12/2023Moloney Securities Asset Management LLC131,238$6.57M1.2%-3.7%1.002%
5/10/2023WealthPLAN Partners LLC3,399$170K0.0%N/A0.026%
5/9/2023Formidable Asset Management LLC4,000$200K0.0%N/A0.031%
5/1/2023F M Investments LLC55,290$2.77M2.8%+42.5%0.422%
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4/28/2023Janney Montgomery Scott LLC56,504$2.83M0.0%N/A0.431%
4/7/2023Adirondack Retirement Specialists Inc.75,265$3.76M3.0%N/A0.575%
1/31/2023F M Investments LLC38,802$1.94M2.3%+53.6%0.862%
1/30/2023Moloney Securities Asset Management LLC136,223$6.79M1.5%N/A3.027%
1/10/2023Gries Financial LLC273,440$13.63M4.5%+812.5%6.510%
11/4/2022F M Investments LLC25,256$1.26M2.0%N/A1.052%
10/31/2022Gries Financial LLC29,965$1.50M0.6%N/A1.199%
10/26/2022Nelson Van Denburg & Campbell Wealth Management Group LLC1,000$49K0.0%N/A0.045%
(Data available from 1/1/2016 forward)

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TBIL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TBIL shares?

During the previous two years, 41 institutional investors and hedge funds held shares of US Treasury 3 Month Bill ETF. The most heavily invested institutionals were Wealthquest Corp ($15.37M), Moloney Securities Asset Management LLC ($15.05M), 49 Wealth Management LLC ($14.17M), Adirondack Retirement Specialists Inc. ($12.18M), Ibex Wealth Advisors ($11.49M), Longview Financial Advisors Inc. ($7.19M), and F M Investments LLC ($6.87M).Learn more on TBIL's institutional investors.

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

Of the 40 institutional investors that purchased US Treasury 3 Month Bill ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Janney Montgomery Scott LLC ($602.05K), Adirondack Retirement Specialists Inc. ($167.91K), 49 Wealth Management LLC ($160.52K), Moloney Securities Asset Management LLC ($129.68K), Copia Wealth Management ($128.27K), F M Investments LLC ($120.22K), 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 1,957,356 shares in the last 24 months. This purchase volume represents approximately $97.89M in transactions.

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

Of the 16 institutional investors that sold US Treasury 3 Month Bill ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Janney Montgomery Scott LLC ($497.39K), Longview Financial Advisors Inc. ($92.00K), Ameriprise Financial Inc. ($22.66K), F M Investments LLC ($21.86K), Private Trust Co. NA ($18.67K), AdvisorNet Financial Inc ($11.91K), and Transcendent Capital Group LLC ($11.84K).

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

Institutional investors have sold a total of 701,355 shares in the last 24 months. This volume of shares sold represents approximately $35.03M in transactions.



This page (NASDAQ:TBIL) was last updated on 4/15/2025 by MarketBeat.com Staff
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