OBIL Institutional Ownership & Shareholders
US TREASURY 12 MONTH BILL (OBIL) is currently held by 67 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $191.59M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of OBIL tracked by InsiderSet, reporting ownership valued at approximately $58.68M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $58.61M, representing an estimated loss of -0.11% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed OBIL value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Mml Investors Services, Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in US TREASURY 12 MONTH BILL (OBIL).
This page ranks the largest institutional OBIL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
67
Total Reported Value
$191.59M
Largest Holder
Lpl Financial Llc
Largest Position
$58.68M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
80
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 1,174,164 | $58,678,818 | $58,614,267 | -$64,551 | -0.11% | |
| Mml Investors Services, Llc | 0.04% | 356,852 | $17,833,687 | $17,814,052 | -$19,635 | -0.11% | |
| Morgan Stanley | 0.00% | 267,580 | $13,372,378 | $13,357,594 | -$14,784 | -0.11% | |
| Stifel Financial Corp | 0.01% | 237,223 | $11,855,352 | $11,842,172 | -$13,180 | -0.11% | |
| Equitable Holdings, Inc. | 0.05% | 177,803 | $8,885,701 | $8,875,926 | -$9,775 | -0.11% | |
| Nations Financial Group Inc | 0.42% | 174,973 | $8,744,313 | $8,734,652 | -$9,661 | -0.11% | |
| Envestnet Asset Management Inc | 0.00% | 169,833 | $8,487,411 | $8,478,063 | -$9,348 | -0.11% | |
| Raymond James Financial Inc | 0.00% | 122,426 | $6,118,238 | $6,111,506 | -$6,732 | -0.11% | |
| Ubs Group Ag | 0.00% | 101,189 | $5,056,920 | $5,051,355 | -$5,565 | -0.11% | |
| Jaffetilchin Investment Partners, Llc | 0.26% | 98,086 | $4,901,848 | $4,896,453 | -$5,395 | -0.11% | |
| Alpine Bank Wealth Management | 0.57% | 87,971 | $4,381,396 | $4,391,512 | +$10,116 | +0.23% | |
| Concurrent Investment Advisors, Llc | 0.03% | 72,887 | $3,630,150 | $3,638,519 | +$8,369 | +0.23% | |
| Heck Capital Advisors, Llc | 0.14% | 49,876 | $2,484,084 | $2,489,810 | +$5,726 | +0.23% | |
| Goldman Sachs Group Inc | 0.00% | 46,523 | $2,324,987 | $2,322,428 | -$2,559 | -0.11% | |
| Private Advisor Group, Llc | 0.01% | 43,346 | $2,166,238 | $2,163,832 | -$2,406 | -0.11% | |
| Wealthcare Advisory Partners Llc | 0.04% | 42,197 | $2,101,622 | $2,106,474 | +$4,852 | +0.23% | |
| Spinnaker Investment Group, Llc | 0.31% | 39,847 | $1,984,580 | $1,989,162 | +$4,582 | +0.23% | |
| Formidable Asset Management, Llc | 0.31% | 38,658 | $1,935,795 | $1,929,807 | -$5,988 | -0.31% | |
| Truist Financial Corp | 0.00% | 38,321 | $1,908,561 | $1,912,984 | +$4,423 | +0.23% | |
| Rockefeller Capital Management L.P. | 0.00% | 36,665 | $1,832,362 | $1,830,317 | -$2,045 | -0.11% | |
| Highroad Wealth Advisors, Llc | 1.31% | 31,469 | $1,567,311 | $1,570,932 | +$3,621 | +0.23% | |
| Tower Research Capital Llc (Trc) | 0.04% | 29,837 | $1,491,104 | $1,489,463 | -$1,641 | -0.11% | |
| Cetera Investment Advisers | 0.00% | 29,652 | $1,481,853 | $1,480,228 | -$1,625 | -0.11% | |
| Marshall & Sterling Wealth Advisors Inc. | 0.81% | 28,428 | $1,415,836 | $1,419,126 | +$3,290 | +0.23% | |
| Lido Advisors, Llc | 0.00% | 24,959 | $1,247,326 | $1,245,953 | -$1,373 | -0.11% | |
| Commonwealth Equity Services, Llc | 0.00% | 20,899 | $1,044,440 | $1,043,278 | -$1,162 | -0.11% | |
| Kpp Advisory Services Llc | 0.17% | 20,773 | $1,034,599 | $1,036,988 | +$2,389 | +0.23% | |
| Jane Street Group, Llc | 0.00% | 19,243 | $961,669 | $960,611 | -$1,058 | -0.11% | |
| Crew Capital Management, Ltd | 0.50% | 19,047 | $948,636 | $950,826 | +$2,190 | +0.23% | |
| Curran Financial Partners, Llc | 0.13% | 17,768 | $887,956 | $886,979 | -$977 | -0.11% | |
| Kestra Advisory Services, Llc | 0.00% | 16,690 | $834,062 | $833,165 | -$897 | -0.11% | |
| Newedge Advisors, Llc | 0.00% | 14,069 | $703,090 | $702,324 | -$766 | -0.11% | |
| Crescent Grove Advisors, Llc | 0.06% | 14,055 | $700,009 | $701,626 | +$1,617 | +0.23% | |
| 49 Wealth Management, Llc | 0.12% | 12,629 | $631,136 | $630,440 | -$696 | -0.11% | |
| Gts Securities Llc | 0.01% | 12,215 | $610,445 | $609,773 | -$672 | -0.11% | |
| Mgo One Seven Llc | 0.01% | 11,824 | $588,877 | $590,254 | +$1,377 | +0.23% | |
| Amplius Wealth Advisors, Llc | 0.04% | 10,642 | $530,000 | $531,249 | +$1,249 | +0.24% | |
| Highpoint Advisor Group Llc | 0.02% | 10,264 | $512,945 | $512,379 | -$566 | -0.11% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 10,127 | $505,346 | $505,540 | +$194 | +0.04% | |
| World Investment Advisors | 0.01% | 10,087 | $505,107 | $503,543 | -$1,564 | -0.31% | |
| Valtinson Bruner Financial Planning Llc | 0.13% | 10,019 | $500,680 | $500,148 | -$532 | -0.11% | |
| Retirement Capital Strategies | 0.17% | 10,010 | $500,250 | $499,699 | -$551 | -0.11% | |
| Global View Capital Management Llc | 0.11% | 9,855 | $490,828 | $491,962 | +$1,134 | +0.23% | |
| Sigma Planning Corp | 0.01% | 9,750 | $485,586 | $486,720 | +$1,134 | +0.23% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 8,031 | $401,385 | $400,908 | -$477 | -0.12% | |
| Citadel Advisors Llc | 0.00% | 7,851 | $392,354 | $391,922 | -$432 | -0.11% | |
| Sax Wealth Advisors, Llc | 0.01% | 6,746 | $335,985 | $336,760 | +$775 | +0.23% | |
| Kingsview Wealth Management, Llc | 0.00% | 6,655 | $332,584 | $332,218 | -$366 | -0.11% | |
| Janney Montgomery Scott Llc | 0.00% | 6,388 | $319,000 | $318,889 | -$111 | -0.03% | |
| Western Wealth Management, Llc | 0.01% | 5,097 | $254,732 | $254,442 | -$290 | -0.11% |
Frequently asked questions about OBIL
Who are the largest institutional holders of OBIL?
The largest institutional holders of OBIL reported in the latest SEC Form 13F filings include Lpl Financial Llc, Mml Investors Services, Llc, Morgan Stanley, Stifel Financial Corp, and Equitable Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported OBIL position.
What is OBIL institutional ownership?
This page tracks OBIL positions reported by institutional investment managers through SEC Form 13F. US TREASURY 12 MONTH BILL (OBIL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own OBIL?
InsiderSet currently tracks 67 institutional managers reporting OBIL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of OBIL shareholders.
How much OBIL stock do institutions own?
Institutional investment managers disclosed approximately $191.59M in OBIL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was OBIL institutional ownership last updated?
The latest OBIL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional OBIL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its OBIL position after the reporting date.
Are institutions buying or selling OBIL?
Institutional buying and selling can be analyzed by comparing OBIL positions across consecutive 13F reporting periods. InsiderSet's OBIL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View OBIL ownership changes.
How has OBIL institutional ownership changed over time?
InsiderSet tracks OBIL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.