Who owns OBIL?
F/m US Treasury 12 Month Bill ETF · F/m Investments
65 institutions reported holding OBIL, worth $185.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of OBIL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $58.7M | 1,174,164 | −114,510 shares |
| MML Investors Services, LLC | Springfield, MA | $17.8M | 356,852 | +56,645 shares |
| Morgan Stanley | New York, NY | $13.4M | 267,580 | +12,902 shares |
| Stifel Financial Corp. | St. Louis, MO | $11.9M | 237,223 | −17,353 shares |
| Equitable Holdings, Inc. | New York, NY | $8.9M | 177,803 | +10,116 shares |
| Nations Financial Group Inc., /IA/ | Cedar Rapids, IA | $8.7M | 174,973 | +25,576 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $8.5M | 169,833 | +24,500 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $6.1M | 122,426 | −40,067 shares |
| UBS Group AG | Zurich, Switzerland | $5.1M | 101,189 | −13,348 shares |
| Sunrise Financial Services, LLC | Burien, WA | $4.1M | 81,444 | +6,940 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns OBIL?
65 institutional managers reported holding OBIL in Form 13F filings for June 30, 2026, worth $185.8M in total. The largest reported position was held by LPL Financial LLC, at $58.7M.
Did institutions buy or sell OBIL last quarter?
Reported 13F value fell 8.6% from March 31, 2026, which includes price moves as well as buying and selling. 10 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is OBIL ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.