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