TBIL Institutional Ownership & Shareholders
US TREASURY 3 MONTH BILL ETF (TBIL) is currently held by 319 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.40B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Peakshares Llc is currently the largest disclosed institutional shareholder of TBIL tracked by InsiderSet, reporting ownership valued at approximately $997.20M 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 $997,600, representing an estimated loss of -99.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed TBIL value among the investors covered in this analysis. Major shareholders include Peakshares Llc, Morgan Stanley, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in US TREASURY 3 MONTH BILL ETF (TBIL).
This page ranks the largest institutional TBIL 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
319
Total Reported Value
$4.40B
Largest Holder
Peakshares Llc
Largest Position
$997.20M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Peakshares Llc | 0.74% | 20,000 | $997,200,000 | $997,600 | -$996,202,400 | -99.90% | |
| Morgan Stanley | 0.03% | 12,835,609 | $639,983,504 | $640,240,177 | +$256,673 | +0.04% | |
| Lpl Financial Llc | 0.12% | 11,505,076 | $573,528,045 | $573,873,191 | +$345,146 | +0.06% | |
| Stifel Financial Corp | 0.15% | 3,551,219 | $177,063,668 | $177,134,804 | +$71,136 | +0.04% | |
| Raymond James Financial Inc | 0.05% | 3,542,975 | $176,652,767 | $176,723,593 | +$70,826 | +0.04% | |
| Wells Fargo & Company/Mn | 0.03% | 3,354,595 | $167,260,109 | $167,327,199 | +$67,090 | +0.04% | |
| Wealth Enhancement Advisory Services, Llc | 0.15% | 2,020,932 | $100,844,517 | $100,804,088 | -$40,429 | -0.04% | |
| Obermeyer Wealth Partners | 3.44% | 1,732,811 | $86,380,650 | $86,432,613 | +$51,963 | +0.06% | |
| Commonwealth Equity Services, Llc | 0.11% | 1,692,708 | $84,381,500 | $84,432,275 | +$50,775 | +0.06% | |
| Private Advisor Group, Llc | 0.25% | 1,084,853 | $54,090,783 | $54,112,468 | +$21,685 | +0.04% | |
| Benjamin Edwards Inc | 0.48% | 1,065,523 | $53,127,794 | $53,148,287 | +$20,493 | +0.04% | |
| Envestnet Asset Management Inc | 0.01% | 994,825 | $49,601,992 | $49,621,871 | +$19,879 | +0.04% | |
| Alpine Bank Wealth Management | 5.62% | 872,100 | $43,474,185 | $43,500,348 | +$26,163 | +0.06% | |
| Journey Strategic Wealth Llc | 1.03% | 832,583 | $41,512,605 | $41,529,240 | +$16,635 | +0.04% | |
| Mml Investors Services, Llc | 0.08% | 832,046 | $41,485,800 | $41,502,454 | +$16,654 | +0.04% | |
| F/M Investments Llc | 2.09% | 825,437 | $41,152,162 | $41,172,798 | +$20,636 | +0.05% | |
| Ubs Group Ag | 0.01% | 668,134 | $33,313,161 | $33,326,524 | +$13,363 | +0.04% | |
| Equitable Holdings, Inc. | 0.20% | 655,209 | $32,668,720 | $32,681,825 | +$13,105 | +0.04% | |
| Integrated Wealth Concepts Llc | 0.20% | 624,381 | $31,131,641 | $31,144,124 | +$12,483 | +0.04% | |
| Steward Partners Investment Advisory, Llc | 0.14% | 562,324 | $28,037,493 | $28,048,721 | +$11,228 | +0.04% | |
| Capital Investment Counsel, Inc | 2.98% | 559,776 | $27,904,823 | $27,921,627 | +$16,804 | +0.06% | |
| Mbl Wealth, Llc | 1.56% | 523,927 | $26,117,780 | $26,133,479 | +$15,699 | +0.06% | |
| Cetera Investment Advisers | 0.02% | 472,998 | $23,583,659 | $23,593,140 | +$9,481 | +0.04% | |
| Sterling Group Wealth Management, Llc | 8.99% | 463,419 | $23,101,447 | $23,115,340 | +$13,893 | +0.06% | |
| Central Trust Co | 0.40% | 450,874 | $22,476,070 | $22,489,595 | +$13,525 | +0.06% | |
| Aqr Capital Management Llc | 0.01% | 425,965 | $21,238,623 | $21,247,134 | +$8,511 | +0.04% | |
| Ibex Wealth Advisors | 1.53% | 396,299 | $19,755,531 | $19,767,394 | +$11,863 | +0.06% | |
| Kestra Advisory Services, Llc | 0.06% | 388,760 | $19,379,690 | $19,391,349 | +$11,659 | +0.06% | |
| Stratos Wealth Partners, Ltd. | 0.19% | 384,417 | $19,167,063 | $19,174,720 | +$7,657 | +0.04% | |
| Jpmorgan Chase & Co | 0.00% | 356,748 | $17,783,923 | $17,794,590 | +$10,667 | +0.06% | |
| Savvy Advisors, Inc. | 0.37% | 347,022 | $17,302,504 | $17,309,457 | +$6,953 | +0.04% | |
| Flputnam Investment Management Co | 0.21% | 345,273 | $17,215,312 | $17,222,217 | +$6,905 | +0.04% | |
| Proactive Wealth Strategies Llc | 2.66% | 332,352 | $16,570,978 | $16,577,718 | +$6,740 | +0.04% | |
| B & T Capital Management Dba Alpha Capital Management | 2.13% | 326,051 | $16,256,903 | $16,263,424 | +$6,521 | +0.04% | |
| Mariner, Llc | 0.02% | 314,923 | $15,702,061 | $15,708,359 | +$6,298 | +0.04% | |
| Intrua Financial, Llc | 1.48% | 307,743 | $15,340,961 | $15,350,221 | +$9,260 | +0.06% | |
| Family Office Research Llc | 5.82% | 303,655 | $15,137,214 | $15,146,311 | +$9,097 | +0.06% | |
| Tcfg Wealth Management, Llc | 5.59% | 300,070 | $14,961,490 | $14,967,492 | +$6,002 | +0.04% | |
| Arax Advisory Partners | 0.09% | 266,155 | $13,270,473 | $13,275,811 | +$5,338 | +0.04% | |
| Vanweelden Wealth Management, Llc | 9.43% | 254,378 | $12,683,287 | $12,688,375 | +$5,088 | +0.04% | |
| Susquehanna International Group, Llp | 0.01% | 252,531 | $12,591,196 | $12,596,246 | +$5,050 | +0.04% | |
| Generation Capital Management Llc | 7.69% | 251,388 | $12,534,206 | $12,539,233 | +$5,027 | +0.04% | |
| Strait & Sound Wealth Management Llc | 4.28% | 243,992 | $12,165,441 | $12,170,321 | +$4,880 | +0.04% | |
| Tidal Investments Llc | 0.03% | 235,703 | $11,752,152 | $11,756,866 | +$4,714 | +0.04% | |
| Wealthquest Corp | 0.70% | 221,786 | $11,058,277 | $11,062,686 | +$4,409 | +0.04% | |
| Pinnacle Financial Partners, Inc. | 0.07% | 219,117 | $10,925,234 | $10,929,556 | +$4,322 | +0.04% | |
| Truist Financial Corp | 0.01% | 213,670 | $10,651,452 | $10,657,860 | +$6,408 | +0.06% | |
| Rfg Advisory, Llc | 0.14% | 202,601 | $10,099,678 | $10,105,738 | +$6,060 | +0.06% | |
| Ep Wealth Advisors, Llc | 0.04% | 201,407 | $10,042,133 | $10,046,181 | +$4,048 | +0.04% | |
| Money Concepts Capital Corp | 0.45% | 196,092 | $9,775,183 | $9,781,069 | +$5,886 | +0.06% |
Frequently asked questions about TBIL
Who are the largest institutional holders of TBIL?
The largest institutional holders of TBIL reported in the latest SEC Form 13F filings include Peakshares Llc, Morgan Stanley, Lpl Financial Llc, Stifel Financial Corp, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported TBIL position.
What is TBIL institutional ownership?
This page tracks TBIL positions reported by institutional investment managers through SEC Form 13F. US TREASURY 3 MONTH BILL ETF (TBIL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TBIL?
InsiderSet currently tracks 319 institutional managers reporting TBIL 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 TBIL shareholders.
How much TBIL stock do institutions own?
Institutional investment managers disclosed approximately $4.40B in TBIL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TBIL institutional ownership last updated?
The latest TBIL 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 TBIL 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 TBIL position after the reporting date.
Are institutions buying or selling TBIL?
Institutional buying and selling can be analyzed by comparing TBIL positions across consecutive 13F reporting periods. InsiderSet's TBIL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TBIL ownership changes.
How has TBIL institutional ownership changed over time?
InsiderSet tracks TBIL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.