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Who owns OBILWhat OBIL owns — n/a

Who owns US Treasury 12 Month Bill ETF?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of OBIL from SEC Form 13F filings across 66 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 66 institutions disclosed 3.8M shares of US Treasury 12 Month Bill ETF worth $190.1M — about 63.2% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.

66

13F holders

$190.1M

value, 2026 filers

63.2%

of shares outstanding (3.8M sh)

10

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of OBIL's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1LPL Financial LLC1.2M$58.7M0.0%19.5%-8.9%
2MML INVESTORS SERVICES, LLC356,852$17.8M0.0%5.9%+18.9%
3MORGAN STANLEY267,580$13.4M0.0%4.4%+5.1%
4STIFEL FINANCIAL CORP237,223$11.9M0.0%3.9%-6.8%
5Equitable Holdings, Inc.177,803$8.9M0.1%3%+6.0%
6NATIONS FINANCIAL GROUP INC, /IA/ /ADV174,973$8.7M0.4%2.9%+17.1%
7ENVESTNET ASSET MANAGEMENT INC169,833$8.5M0.0%2.8%+16.9%
8RAYMOND JAMES FINANCIAL INC122,426$6.1M0.0%2%-24.7%
9UBS Group AG101,189$5.1M0.0%1.7%-11.7%
10Jaffetilchin Investment Partners, LLC98,086$4.9M0.3%1.6%+632.0%
11Sunrise Financial Services, LLC81,444$4.1M2.4%1.4%+9.3%
12Alpine Bank Wealth Management75,929$3.8M0.5%1.3%+7.5%
13GOLDMAN SACHS GROUP INC46,523$2.3M0.0%0.8%-61.6%
14Private Advisor Group, LLC43,346$2.2M0.0%0.7%+18.5%
15Wealthcare Advisory Partners LLC40,336$2.0M0.0%0.7%+13.7%
16TRUIST FINANCIAL CORP39,974$2.0M0.0%0.7%-11.2%
17Heck Capital Advisors, LLC39,273$2.0M0.1%0.7%+31.6%
18Formidable Asset Management, LLC38,658$1.9M0.3%0.6%+0.7%
19Rockefeller Capital Management L.P.36,665$1.8M0.0%0.6%-37.2%
20Tower Research Capital LLC (TRC)NEW29,837$1.5M0.0%0.5%new
21Cetera Investment Advisers29,652$1.5M0.0%0.5%+213.8%
22Marshall & Sterling Wealth Advisors Inc.27,152$1.4M0.8%0.5%+0.5%
23Lido Advisors, LLC24,959$1.2M0.0%0.4%-12.2%
24KPP Advisory Services LLC21,273$1.1M0.1%0.4%0.0%
25COMMONWEALTH EQUITY SERVICES, LLC20,899$1.0M0.0%0.3%+0.6%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.