US TREASURY ULTRA SHORT TIPS (RBIL) Institutional Shareholders

US TREASURY ULTRA SHORT TIPS (RBIL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $90.05M in RBIL holdings during the latest filing period.

Rock Creek Group Llc is currently the largest disclosed institutional shareholder of RBIL tracked by InsiderSet, reporting ownership valued at approximately $45.25M 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 $45.31M, representing an estimated gain of +0.13% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed RBIL value among the investors covered in this analysis. Major shareholders include Rock Creek Group Llc, F/M Investments Llc, Emerald Investment Advisers, Llc, and several other long-term asset managers with concentrated positions in US TREASURY ULTRA SHORT TIPS (RBIL).

This page ranks the largest institutional RBIL 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

35

Total Reported Value

$90.05M

Largest Holder

Rock Creek Group Llc

Largest Position

$45.25M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

43

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Rock Creek Group Llc4.55%906,956$45,247,392$45,306,987+$59,595+0.13%
F/M Investments Llc0.40%156,208$7,793,219$7,803,371+$10,152+0.13%
Emerald Investment Advisers, Llc0.28%83,696$4,175,602$4,181,034+$5,432+0.13%
Goldman Sachs Group Inc0.00%75,826$3,782,967$3,787,888+$4,921+0.13%
Legacy Cg, Llc0.93%72,942$3,639,084$3,643,818+$4,734+0.13%
Blackdiamond Wealth Management, Llc1.26%62,566$3,127,969$3,125,485-$2,484-0.08%
Raymond James Financial Inc0.00%61,213$3,053,922$3,057,895+$3,973+0.13%
Susquehanna International Group, Llp0.00%47,865$2,387,990$2,391,096+$3,106+0.13%
Lpl Financial Llc0.00%47,711$2,380,329$2,383,403+$3,074+0.13%
Envestnet Asset Management Inc0.00%36,285$1,810,238$1,812,617+$2,379+0.13%
Lido Advisors, Llc0.01%32,733$1,633,060$1,635,177+$2,117+0.13%
3Edge Asset Management, Lp0.06%29,153$1,454,446$1,456,338+$1,892+0.13%
Heck Capital Advisors, Llc0.09%29,043$1,448,959$1,450,843+$1,884+0.13%
Fermata Advisors, Llc0.22%22,129$1,104,025$1,105,454+$1,429+0.13%
Crew Capital Management, Ltd0.42%15,322$764,395$765,411+$1,016+0.13%
Private Advisor Group, Llc0.00%13,300$663,548$664,402+$854+0.13%
Horan Wealth, Llc0.07%11,819$589,658$590,418+$760+0.13%
Newedge Advisors, Llc0.00%11,183$557,927$558,647+$720+0.13%
Integrated Wealth Concepts Llc0.00%11,152$556,349$557,098+$749+0.13%
Steward Partners Investment Advisory, Llc0.00%11,034$550,486$551,203+$717+0.13%
Fortune Financial Advisors, Llc0.22%10,245$511,124$511,789+$665+0.13%
Formidable Asset Management, Llc0.08%9,512$476,361$475,172-$1,189-0.25%
Mml Investors Services, Llc0.00%7,671$382,694$383,205+$511+0.13%
Snowden Capital Advisors Llc0.01%7,349$366,642$367,119+$477+0.13%
Byrne Financial Freedom, Llc0.14%7,200$359,208$359,676+$468+0.13%
Citadel Advisors Llc0.00%6,857$342,096$342,541+$445+0.13%
Royal Fund Management, Llc0.02%4,304$214,769$215,006+$237+0.11%
Spinnaker Investment Group, Llc0.03%4,202$209,633$209,911+$278+0.13%
Central Pacific Bank - Trust Division0.02%4,160$207,543$207,813+$270+0.13%
Founders Financial Alliance, Llc0.02%3,003$149,820$150,015+$195+0.13%
Harbor Investment Advisory, Llc0.01%1,993$99,431$99,560+$129+0.13%
Ubs Group Ag0.00%100$4,989$4,996+$7+0.13%
Continuum Advisory, Llc0.00%93$4,640$4,646+$6+0.13%
Fmr Llc0.00%37$1,846$1,848+$2+0.13%
Cambridge Investment Research Advisors, Inc.0.00%14,679$732$733,289+$732,557+100076.15%
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Frequently asked questions about RBIL

  • Who are the largest institutional holders of RBIL?

    The largest institutional holders of RBIL reported in the latest SEC Form 13F filings include Rock Creek Group Llc, F/M Investments Llc, Emerald Investment Advisers, Llc, Goldman Sachs Group Inc, and Legacy Cg, Llc. InsiderSet ranks institutional holders by their latest reported RBIL position.

  • What is RBIL institutional ownership?

    This page tracks RBIL positions reported by institutional investment managers through SEC Form 13F. US TREASURY ULTRA SHORT TIPS (RBIL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own RBIL?

    InsiderSet currently tracks 35 institutional managers reporting RBIL 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 RBIL shareholders.

  • How much RBIL stock do institutions own?

    Institutional investment managers disclosed approximately $90.05M in RBIL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was RBIL institutional ownership last updated?

    The latest RBIL 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 RBIL 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 RBIL position after the reporting date.

  • Are institutions buying or selling RBIL?

    Institutional buying and selling can be analyzed by comparing RBIL positions across consecutive 13F reporting periods. InsiderSet's RBIL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RBIL ownership changes.

  • How has RBIL institutional ownership changed over time?

    InsiderSet tracks RBIL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.