Who Owns US Treasury 12 Month Bill ETF (OBIL)?Hedge Fund & Institutional Holders

$50.15+0.01 (+0.03%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.5000000111210007e+246T

% of Float Held

—

QoQ Change in Holders

+10 / -3

Price History

$49.95$50.04$50.14$50.23$50.33Aug 24Jun 25Mar 26

OBIL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Alpine Bank Wealth ManagementNew Position+67K+$3.4B
Main Street Financial Solutions, LLCIncreased+42K+$2.1B
UBS Group AGIncreased+36K+$1.8B
GOLDMAN SACHS GROUP INCIncreased+36K+$1.6B
Curran Financial Partners, LLCNew Position+23K+$1.2B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+33K+$1.0B
Heck Capital Advisors, LLCNew Position+20K+$982.0M
Amplius Wealth Advisors, LLCNew Position+18K+$884.0M
Global View Capital Management LLCNew Position+16K+$827.0M
Equitable Holdings, Inc.Increased+27K+$648.3M
Crew Capital Management, LtdNew Position+10K+$516.0M
Valtinson Bruner Financial Planning LLCNew Position+10K+$502.0M
SAX WEALTH ADVISORS, LLCNew Position+8K+$416.0M
PLANWISER FINANCIAL, LLCNew Position+7K+$335.0M
STIFEL FINANCIAL CORPIncreased+11K+$263.9M

OBIL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MML INVESTORS SERVICES, LLCDecreased-60K-$20.9B
49 WEALTH MANAGEMENT, LLCDecreased-23K-$1.2B
Private Advisor Group, LLCDecreased-3K-$1.2B
RETIREMENT CAPITAL STRATEGIESDecreased-22K-$1.1B
Mendel Money ManagementClosed Position-16K-$800.2M
DENVER WEALTH MANAGEMENT, INC.Closed Position-11K-$550.3M
Cetera Investment AdvisersDecreased-360-$394.5M
Revolve Wealth Partners, LLCClosed Position-4K-$218.1M
Stratos Wealth Partners, LTD.Decreased-3K-$153.2M
Sigma Planning CorpDecreased-1K-$52.2M
Marshall & Sterling Wealth Advisors Inc.Decreased-213-$13.1M
FLOW TRADERS U.S. LLCDecreased-26K-$5.3M
Jaffetilchin Investment Partners, LLCDecreased-71-$5.1M
Financial Gravity Asset Management, Inc.Decreased-32-$2.3M
Cambridge Investment Research Advisors, Inc.Decreased-452-$344K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1STIFEL FINANCIAL CORP302,840$15.0B0.01%Share
249 WEALTH MANAGEMENT, LLC221,559$11.1B0.90%Share
3Equitable Holdings, Inc.153,558$7.0B0.05%Share
4UBS Group AG109,942$5.5B0.00%Share
5GOLDMAN SACHS GROUP INC83,293$4.0B0.00%Share
6RAYMOND JAMES FINANCIAL INC80,849$4.0B0.00%Share
7Main Street Financial Solutions, LLC77,676$3.9B0.29%Share
8Alpine Bank Wealth Management66,902$3.4B0.48%Share
9Wealthcare Advisory Partners LLC34,113$1.7B0.03%Share
10Curran Financial Partners, LLC23,075$1.2B0.22%Share
11RETIREMENT CAPITAL STRATEGIES21,882$1.1B0.41%Share
12COMMONWEALTH EQUITY SERVICES, LLC33,141$1.0B0.00%Share
13Private Advisor Group, LLC39,504$1.0B0.00%Share
14Heck Capital Advisors, LLC19,574$982.0M0.07%Share
15Amplius Wealth Advisors, LLC17,616$884.0M0.07%Share
16Global View Capital Management LLC16,487$827.0M0.15%Share
17Marshall & Sterling Wealth Advisors Inc.15,295$767.0M0.51%Share
18Jaffetilchin Investment Partners, LLC13,668$686.0M0.04%Share
19Crew Capital Management, Ltd10,290$516.0M0.32%Share
20Valtinson Bruner Financial Planning LLC10,003$502.0M0.14%Share
21SAX WEALTH ADVISORS, LLC8,305$416.0M0.02%Share
22Stratos Wealth Partners, LTD.6,838$343.0M0.00%Share
23PLANWISER FINANCIAL, LLC6,691$335.0M0.24%Share
24Sigma Planning Corp6,238$313.0M0.01%Share
25WealthPlan Investment Management, LLC4,993$250.0M0.02%Share
26Savvy Advisors, Inc.4,780$239.0M0.01%Share
27J.W. COLE ADVISORS, INC.4,654$233.0M0.01%Share
28Crews Bank & Trust3,600$180.0M0.03%Share
29LPL Financial LLC1,213,712$60.0M0.02%Share
30CENTRAL TRUST Co1,000$50.0M0.00%Share
31MML INVESTORS SERVICES, LLC355,714$17.0M0.04%Share
32Front Row Advisors LLC200$10.0M0.00%Share
33MORGAN STANLEY147,508$7.0M0.00%Share
34Financial Gravity Asset Management, Inc.153$7.0M0.00%Share
35ENVESTNET ASSET MANAGEMENT INC126,685$6.0M0.00%Share
36ACORN FINANCIAL ADVISORY SERVICES INC /ADV61,780$3.1M0.46%Share
37Lido Advisors, LLC55,467$2.0M0.01%Share
38Formidable Asset Management, LLC36,518$1.8M0.27%Share
39WEALTH ENHANCEMENT ADVISORY SERVICES, LLC22,587$1.1M0.00%Share
40Founders Financial Alliance, LLC25$1.0M0.00%Share
41JANE STREET GROUP, LLC34,141$1.0M0.00%Share
42World Investment Advisors10,087$506K0.01%Share
43PERSPECTIVE WEALTH ADVISORS LLC6,691$335K0.24%Share
44TRUIST FINANCIAL CORP5,930$297K0.00%Share
45VISION FINANCIAL MARKETS LLC700$35K0.04%Share
46NBC SECURITIES, INC.500$25K0.00%Share
47NATIONS FINANCIAL GROUP INC, /IA/ /ADV137,888$6K0.00%Share
48FLOW TRADERS U.S. LLC78,501$3K0.10%Share
49FMR LLC1,002$00.00%Share
50STIFEL FINANCIAL CORP1,200$00.00%Share

OBIL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202565$67.5B+24
Q3 202541$141.6B-13
Q2 202554$155.0B-6
Q1 202560$147.8B+13
Q4 202447$1.0T+11
Q3 202436$38.6T-2
Q2 202438$6.8T+3
Q1 202435$751.7T—

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As of Q4 2025, 50 institutional investors hold OBIL (US Treasury 12 Month Bill ETF). The largest holder is STIFEL FINANCIAL CORP with $15.0B in shares. This quarter, 10 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own OBIL?

As of Q4 2025, 50 institutional investors report holding OBIL (US Treasury 12 Month Bill ETF) in their 13F filings.

Who is the largest institutional holder of OBIL?

The largest institutional holder of OBIL is STIFEL FINANCIAL CORP with $15.0B in shares.

Is institutional ownership of OBIL increasing or decreasing?

This quarter, 10 institutions opened new positions in OBIL and 3 closed their positions.