Free Trial

US Treasury 3 Month Bill ETF (TBIL) Institutional Ownership

US Treasury 3 Month Bill ETF logo
$49.89 0.00 (0.00%)
As of 04:00 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$73.97M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$62.12M
Get TBIL Insider Trade Alerts

Want to know when executives and insiders are buying or selling US Treasury 3 Month Bill ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
5/7/2026Parallel Advisors LLC65,227$3.25M0.1%+13.2%0.046%
4/27/2026 Sound Income Strategies LLC2,321$116K0.0%N/A0.002%
4/22/2026 Janney Montgomery Scott LLC18,202$908K0.0%-1.7%0.013%
4/21/2026 Fiduciary 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%
4/17/2026 AdvisorNet 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%
2/17/2026 Ibex Wealth Advisors326,600$16.29M1.6%+11.3%0.259%
2/17/2026Captrust Financial Advisors57,683$2.88M0.0%+494.5%0.046%
2/12/2026 Wedbush 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%
2/6/2026 Copia Wealth Management105,623$5.27M3.8%-10.2%0.084%
2/4/202649 Wealth Management LLC42,835$2.14M0.2%-68.8%0.034%
2/4/2026 LRI Investments LLC1,801$90K0.0%N/A0.001%
2/2/2026 Longview Financial Advisors Inc.53,944$2.69M1.8%-10.2%0.043%
1/26/2026 Private Trust Co. NA12,206$609K0.1%-41.7%0.010%
1/26/2026 Transcendent Capital Group LLC39,024$1.95M0.9%+97.4%0.031%
1/23/2026 Farther Finance Advisors LLC80,270$4.00M0.0%+7.0%0.064%
1/23/2026 Westside Investment Management Inc.5,750$287K0.0%+21.1%0.005%
1/22/2026 Fiduciary Alliance LLC122,839$6.13M0.4%-4.1%0.098%
1/21/2026 Warner Financial Inc.15,791$788K0.3%+13.6%0.013%
1/21/2026 Flagship Harbor Advisors LLC105,865$5.28M0.2%-15.3%0.084%
1/15/2026 Alpine 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%
11/12/2025 Ibex 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%
11/6/2025 Wedbush 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%
11/4/2025 Transcendent Capital Group LLC19,765$988K0.4%-14.7%0.016%
11/3/2025Tidemark LLC14,463$723K0.2%+5.1%0.012%
10/31/2025 Copia Wealth Management117,560$5.88M4.4%-5.3%0.095%
10/29/2025Arkadios Wealth Advisors4,228$211K0.0%-10.6%0.003%
10/28/2025 Argus 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%
10/22/2025 Alpine Bank Wealth Management173,461$8.67M1.2%-8.6%0.143%
10/20/2025 Warner Financial Inc.13,905$695K0.3%N/A0.011%
10/15/2025 Private Trust Co. NA20,941$1.05M0.1%+16.2%0.017%
10/14/2025 Farther Finance Advisors LLC75,001$3.75M0.1%+8.6%0.062%
10/9/2025 AdvisorNet Financial Inc88,210$4.41M0.2%-15.7%0.073%
10/8/2025 Fiduciary 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%
8/7/2025 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%
8/4/2025Arkadios 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%
7/30/2025 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%


TBIL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TBIL shares?

During the previous two years, 62 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 ($12.48M), 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.

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

Of the 57 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).

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

Institutional investors have bought a total of 1,472,704 shares in the last 24 months. This purchase volume represents approximately $73.59M in transactions.

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

Of the 28 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), Wealthquest Corp ($82.69K), JPMorgan Chase & Co. ($52.51K), AdvisorNet Financial Inc ($35.60K), Longview Financial Advisors Inc. ($27.03K), and Transcendent Capital Group LLC ($25.45K).

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

Institutional investors have sold a total of 1,242,958 shares in the last 24 months. This volume of shares sold represents approximately $62.12M in transactions.



This page (NASDAQ:TBIL) was last updated on 5/7/2026 by MarketBeat.com Staff.
From Our Partners