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US Treasury 6 Month Bill ETF (XBIL) Institutional Ownership

US Treasury 6 Month Bill ETF logo
$50.05 +0.01 (+0.02%)
As of 08/8/2025 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for US Treasury 6 Month Bill ETF (NASDAQ:XBIL)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$20.53M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$41.87M
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XBIL Institutional Buying and Selling by Quarter

US Treasury 6 Month Bill ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
4/30/2025 49 Wealth Management LLC279,387$14.02M1.7%+0.8%1.848%
4/23/2025 Alpine Bank Wealth Management86,023$4.32M0.7%N/A0.583%
4/17/2025 Copia Wealth Management93,286$4.68M4.3%-3.8%0.632%
4/17/2025 Janney Montgomery Scott LLC57,046$2.86M0.0%-35.7%0.387%
4/15/2025 Ibex Wealth Advisors10,609$532K0.1%-3.6%0.073%
4/9/2025 NBC Securities Inc.1,000$50K0.0%+99,900.0%0.007%
4/7/2025 GoalVest Advisory LLC5,700$286K0.1%-65.5%0.040%
3/6/2025 Copia Wealth Management96,946$4.85M4.6%N/A0.739%
2/18/2025 49 Wealth Management LLC277,181$13.87M2.0%+46.9%2.113%
2/10/2025 Farther Finance Advisors LLC22,692$1.14M0.0%N/A0.173%
2/5/2025 Private Trust Co. NA11,497$575K0.1%-4.2%0.088%
2/4/2025 Bank of New York Mellon Corp9,932$497K0.0%-10.2%0.076%
1/17/2025 Janney Montgomery Scott LLC88,706$4.44M0.0%+82.6%0.692%
1/16/2025Wealthquest Corp13,820$691K0.1%-23.9%0.108%
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%
11/13/2024 Private Trust Co. NA11,997$602K0.1%-2.4%0.094%
11/12/2024 49 Wealth Management LLC188,672$9.47M1.5%+14.4%1.471%
11/6/2024 GoalVest Advisory LLC16,500$828K0.2%N/A0.129%
10/29/2024 Janney 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%
7/26/2024 Bank 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%
5/1/2024 Janney Montgomery Scott LLC117,772$5.90M0.0%-20.5%1.117%
4/17/2024Trivant Custom Portfolio Group LLC502$25K0.0%+178.9%0.005%
2/8/2024 Janney 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%
1/24/2024 Private Trust Co. NA900$45K0.0%+200.0%0.009%
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11/8/2023 Janney Montgomery Scott LLC9,068$455K0.0%N/A0.091%
11/6/2023F M Investments LLC41,747$2.09M1.6%+240.1%0.418%
(Data available from 1/1/2016 forward)

XBIL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XBIL shares?

During the previous two years, 19 institutional investors and hedge funds held shares of US Treasury 6 Month Bill ETF. The most heavily invested institutionals were 49 Wealth Management LLC ($12.33M), Integrated Wealth Concepts LLC ($5.28M), Copia Wealth Management ($4.53M), Janney Montgomery Scott LLC ($2.23M), F M Investments LLC ($2.09M), Farther Finance Advisors LLC ($1.14M), and Alpine Bank Wealth Management ($948K).Learn more on US Treasury 6 Month Bill ETF's institutional investors.

Which institutional investors have been buying US Treasury 6 Month Bill ETF's stock?

Of the 17 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: Janney Montgomery Scott LLC ($188.25K), 49 Wealth Management LLC ($114.51K), Copia Wealth Management ($96.95K), Alpine Bank Wealth Management ($86.02K), F M Investments LLC ($29.47K), Flow Traders U.S. LLC ($26.98K), and Farther Finance Advisors LLC ($22.69K).

How much institutional buying is happening at US Treasury 6 Month Bill ETF?

Institutional investors have bought a total of 409,863 shares in the last 24 months. This purchase volume represents approximately $20.53M in transactions.

Which of US Treasury 6 Month Bill ETF's major shareholders have been selling company stock?

Of the 11 institutional investors that sold US Treasury 6 Month Bill ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealthquest Corp ($549.25K), Janney Montgomery Scott LLC ($162.84K), Alpine Bank Wealth Management ($67.12K), 49 Wealth Management LLC ($33.46K), GoalVest Advisory LLC ($10.80K), Copia Wealth Management ($6.71K), and Private Trust Co. NA ($1.30K).

How much institutional selling is happening at US Treasury 6 Month Bill ETF?

Institutional investors have sold a total of 834,157 shares in the last 24 months. This volume of shares sold represents approximately $41.87M in transactions.



This page (NASDAQ:XBIL) was last updated on 8/11/2025 by MarketBeat.com Staff
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