US TREASURY 12 MONTH BILL (OBIL) Institutional Ownership Changes & 13F Activity
US TREASURY 12 MONTH BILL (OBIL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include 49 Wealth Management, Llc, Lpl Financial Llc, Goldman Sachs Group Inc, Mml Investors Services, Llc, and Raymond James Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +7,851 | — | 7,851 | $392.35K | Q2 2026 | Sep 02, 2026 |
| Kingsview Wealth Management, Llc | Sell | -326 | -4.7% | 6,655 | $332.58K | Q2 2026 | Aug 19, 2026 |
| 49 Wealth Management, Llc | Sell | -228,169 | -94.8% | 12,629 | $631.14K | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Buy | +10,116 | +6.0% | 177,803 | $8.89M | Q2 2026 | Aug 17, 2026 |
| Goldman Sachs Group Inc | Sell | -74,662 | -61.6% | 46,523 | $2.32M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -40,067 | -24.7% | 122,426 | $6.12M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +12,615 | +190.3% | 19,243 | $961.67K | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Buy | +4,680 | +62.1% | 12,215 | $610.45K | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Buy | +2,141 | +72.4% | 5,097 | $254.73K | Q2 2026 | Aug 14, 2026 |
| Retirement Capital Strategies | Sell | -2,105 | -17.4% | 10,010 | $500.25K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +807 | — | 807 | $40.46K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +200 | — | 200 | $9.99K | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | Sell | -21,711 | -37.2% | 36,665 | $1.83M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -13,348 | -11.7% | 101,189 | $5.06M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +12,902 | +5.1% | 267,580 | $13.37M | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +20,202 | +213.8% | 29,652 | $1.48M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -17,353 | -6.8% | 237,223 | $11.86M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +14,069 | — | 14,069 | $703.09K | Q2 2026 | Aug 12, 2026 |
| Sunrise Financial Services, Llc | Buy | +6,940 | +9.3% | 81,444 | $4.07M | Q2 2026 | Aug 12, 2026 |
| Curran Financial Partners, Llc | Sell | -767 | -4.1% | 17,768 | $887.96K | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +29,837 | — | 29,837 | $1.49M | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, Ltd. | Buy | +2,546 | +46.4% | 8,031 | $401.38K | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Sell | -114,510 | -8.9% | 1,174,164 | $58.68M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +56,645 | +18.9% | 356,852 | $17.83M | Q2 2026 | Aug 07, 2026 |
| Alpine Bank Wealth Management | Buy | +5,291 | +7.5% | 75,929 | $3.79M | Q2 2026 | Aug 07, 2026 |
| Lido Advisors, Llc | Sell | -3,482 | -12.2% | 24,959 | $1.25M | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | Sell | -537 | -8.5% | 5,801 | $289.93K | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott Llc | Sell | -1,221 | -16.0% | 6,388 | $319.00K | Q2 2026 | Aug 05, 2026 |
| Highpoint Advisor Group Llc | Buy | +24 | +0.2% | 10,264 | $512.95K | Q2 2026 | Aug 05, 2026 |
| Envestnet Asset Management Inc | Buy | +24,500 | +16.9% | 169,833 | $8.49M | Q2 2026 | Aug 03, 2026 |
Frequently asked questions about OBIL activity
Which institutional owners are buying OBIL?
Institutional owners buying OBIL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in OBIL activity?
"Buy" means an investor increased their reported position in OBIL compared to the prior reporting period. This reflects growing exposure to US TREASURY 12 MONTH BILL (OBIL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in OBIL increasing?
Institutional interest in OBIL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.