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Who owns TBILWhat TBIL owns — n/a

Who owns F/m US Treasury 3 Month Bill Fund?

Institutional ownership of TBIL from SEC Form 13F filings across 193 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.

193

13F holders

$3.66B

value, 2026 filers

38.5%

of shares outstanding (54.6M sh)

31

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 TBIL's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1MORGAN STANLEY12.8M$640.0M0.0%9%+16.0%
2LPL Financial LLC11.2M$557.5M0.1%7.9%+3.2%
3STIFEL FINANCIAL CORP3.6M$177.1M0.1%2.5%+48.9%
4RAYMOND JAMES FINANCIAL INC3.5M$176.7M0.0%2.5%-1.0%
5WELLS FARGO & COMPANY/MN3.4M$167.3M0.0%2.4%+7.5%
6BENJAMIN EDWARDS INC1.1M$53.1M0.5%0.8%+3.2%
7ENVESTNET ASSET MANAGEMENT INC994,825$49.6M0.0%0.7%+30.6%
8Cambridge Investment Research Advisors, Inc.987,524$49,2380.1%0.7%+154.5%
9COMMONWEALTH EQUITY SERVICES, LLC951,425$47.4M0.1%0.7%+21.0%
10HighTower Advisors, LLC896,609$44.7M0.0%0.6%-49.9%
11WEALTH ENHANCEMENT ADVISORY SERVICES, LLC833,243$41.6M0.1%0.6%-1.9%
12MML INVESTORS SERVICES, LLC832,046$41.5M0.1%0.6%+34.5%
13Integrated Wealth Concepts LLC783,276$39.1M0.2%0.6%+26.5%
14UBS Group AG668,134$33.3M0.0%0.5%-3.0%
15NEUBERGER BERMAN GROUP LLC590,929$29.5M0.0%0.4%+93.1%
16Steward Partners Investment Advisory, LLC562,324$28.0M0.1%0.4%+0.5%
17Cetera Investment Advisers472,998$23.6M0.0%0.3%+6.4%
18Kestra Advisory Services, LLC399,088$19.9M0.1%0.3%-2.7%
19CENTRAL TRUST Co385,887$19.2M0.3%0.3%+1.8%
20Stratos Wealth Partners, LTD.384,417$19.2M0.2%0.3%-57.2%
21JPMORGAN CHASE & CO356,748$17.8M0.0%0.3%-14.7%
22Savvy Advisors, Inc.347,022$17.3M0.4%0.2%-26.6%
23FLPUTNAM INVESTMENT MANAGEMENT CO345,273$17.2M0.2%0.2%-16.9%
24Mariner, LLC314,923$15.7M0.0%0.2%-29.1%
25Family Office Research LLC278,261$13.9M5.2%0.2%+20.1%

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 · options positioning · supply chain. 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.