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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Lpl Financial Llc, Raymond James Financial Inc, Rockefeller Capital Management L.P., and Mml Investors Services, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Western Wealth Management, LlcBuy+2,956—2,956$148.03KQ1 2026May 19, 2026
Morgan StanleyBuy+107,168+72.7%254,678$12.75MQ1 2026May 15, 2026
Goldman Sachs Group IncBuy+37,892+45.5%121,185$6.07MQ1 2026May 15, 2026
Equitable Holdings, Inc.Buy+14,129+9.2%167,687$8.42MQ1 2026May 15, 2026
Retirement Capital StrategiesSell-9,767-44.6%12,115$606.65KQ1 2026May 15, 2026
Gts Securities LlcBuy+2,354+45.4%7,535$377.31KQ1 2026May 15, 2026
Fmr LlcSell-771-76.9%231$11.57KQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+500—500$25.04KQ1 2026May 15, 2026
Advisory Services Network, LlcBuy+1—1$50.00Q1 2026May 15, 2026
Raymond James Financial IncBuy+63,835+64.7%162,493$8.14MQ1 2026May 14, 2026
Rockefeller Capital Management L.P.Buy+58,276+58276.0%58,376$2.92MQ1 2026May 14, 2026
Mgo One Seven LlcBuy+10,395—10,395$520.53KQ1 2026May 14, 2026
Highpoint Advisor Group LlcBuy+10,240—10,240$512.77KQ1 2026May 14, 2026
Lido Advisors, LlcSell-27,026-48.7%28,441$1.42MQ1 2026May 13, 2026
49 Wealth Management, LlcBuy+19,239+8.7%240,798$12.06MQ1 2026May 13, 2026
Cetera Investment AdvisersBuy+1,969+26.3%9,450$473.21KQ1 2026May 13, 2026
Mariner, LlcBuy+1,560+22.5%8,507$425.99KQ1 2026May 13, 2026
Jaffetilchin Investment Partners, LlcSell-268-2.0%13,400$671.00KQ1 2026May 13, 2026
Stifel Financial CorpSell-49,464-16.3%254,576$12.75MQ1 2026May 12, 2026
Jane Street Group, LlcSell-27,513-80.6%6,628$331.90KQ1 2026May 12, 2026
Independent Advisor AllianceBuy+22,249—22,249$1.11MQ1 2026May 12, 2026
Kingsview Wealth Management, LlcSell-944-11.9%6,981$349.57KQ1 2026May 12, 2026
Perspective Wealth Advisors LlcSell-129-1.9%6,562$328.59KQ1 2026May 08, 2026
Marshall & Sterling Wealth Advisors Inc.Buy+11,716+76.6%27,011$1.35MQ1 2026May 07, 2026
Lpl Financial LlcBuy+74,962+6.2%1,288,674$64.53MQ1 2026May 06, 2026
Crescent Grove Advisors, LlcBuy+4,035+40.3%14,055$703.80KQ1 2026May 06, 2026
Ubs Group AgBuy+4,595+4.2%114,537$5.74MQ1 2026May 05, 2026
Valtinson Bruner Financial Planning LlcBuy+9+0.1%10,012$501.37KQ1 2026May 05, 2026
Mml Investors Services, LlcSell-55,507-15.6%300,207$15.03MQ1 2026May 04, 2026
Envestnet Asset Management IncBuy+18,648+14.7%145,333$7.28MQ1 2026May 04, 2026
Showing 30 of 61

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.