US TREASURY 3 MONTH BILL ETF (TBIL) Top Institutional Shareholders
US TREASURY 3 MONTH BILL ETF (TBIL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $3.18B in TBIL holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of TBIL tracked by InsiderSet, reporting ownership valued at approximately $551.56M in its March 31, 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 $552.44M, representing an estimated gain of +0.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed TBIL value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Raymond James Financial Inc, 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
313
Total Reported Value
$3.18B
Largest Holder
Morgan Stanley
Largest Position
$551.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
63
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.03% | 11,062,128 | $551,557,746 | $552,442,672 | +$884,926 | +0.16% | |
| Lpl Financial Llc | 0.14% | 10,830,953 | $540,031,306 | $540,897,793 | +$866,487 | +0.16% | |
| Raymond James Financial Inc | 0.06% | 3,579,081 | $178,452,950 | $178,739,305 | +$286,355 | +0.16% | |
| Wells Fargo & Company/Mn | 0.03% | 3,121,357 | $155,630,844 | $155,880,569 | +$249,725 | +0.16% | |
| Stifel Financial Corp | 0.11% | 2,384,390 | $118,886,181 | $119,076,437 | +$190,256 | +0.16% | |
| Hightower Advisors, Llc | 0.09% | 1,789,175 | $89,208,257 | $89,351,400 | +$143,143 | +0.16% | |
| Obermeyer Wealth Partners | 3.21% | 1,398,165 | $69,712,520 | $69,824,360 | +$111,840 | +0.16% | |
| Independent Advisor Alliance | 0.65% | 1,210,006 | $60,330,902 | $60,427,700 | +$96,798 | +0.16% | |
| Private Advisor Group, Llc | 0.24% | 1,038,879 | $51,798,487 | $51,881,617 | +$83,130 | +0.16% | |
| Benjamin Edwards Inc | 0.51% | 1,032,523 | $51,481,849 | $51,564,199 | +$82,350 | +0.16% | |
| F/M Investments Llc | 3.02% | 911,142 | $45,424,985 | $45,502,431 | +$77,446 | +0.17% | |
| Stratos Wealth Partners, Ltd. | 0.51% | 897,548 | $44,751,769 | $44,823,547 | +$71,778 | +0.16% | |
| Wealth Enhancement Advisory Services, Llc | 0.09% | 849,566 | $42,376,376 | $42,427,326 | +$50,950 | +0.12% | |
| Journey Strategic Wealth Llc | 1.03% | 832,583 | $41,512,605 | $41,579,195 | +$66,590 | +0.16% | |
| Commonwealth Equity Services, Llc | 0.05% | 786,140 | $39,196,930 | $39,259,832 | +$62,902 | +0.16% | |
| Equitable Holdings, Inc. | 0.25% | 777,872 | $38,798,233 | $38,846,928 | +$48,695 | +0.13% | |
| Envestnet Asset Management Inc | 0.01% | 761,639 | $37,975,334 | $38,036,252 | +$60,918 | +0.16% | |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | 697,000 | $34,752,420 | $34,808,180 | +$55,760 | +0.16% | |
| Ubs Group Ag | 0.01% | 688,894 | $34,348,255 | $34,403,366 | +$55,111 | +0.16% | |
| Integrated Wealth Concepts Llc | 0.25% | 619,227 | $30,874,640 | $30,924,196 | +$49,556 | +0.16% | |
| Mml Investors Services, Llc | 0.09% | 618,778 | $30,852,262 | $30,901,773 | +$49,511 | +0.16% | |
| Steward Partners Investment Advisory, Llc | 0.14% | 559,497 | $27,896,529 | $27,941,280 | +$44,751 | +0.16% | |
| Savvy Advisors, Inc. | 0.63% | 472,758 | $23,571,702 | $23,609,535 | +$37,833 | +0.16% | |
| Capital Investment Counsel, Inc | 2.80% | 458,779 | $22,874,742 | $22,911,423 | +$36,681 | +0.16% | |
| Cetera Investment Advisers | 0.02% | 444,339 | $22,154,744 | $22,190,290 | +$35,546 | +0.16% | |
| Mariner, Llc | 0.03% | 444,060 | $22,140,833 | $22,176,356 | +$35,523 | +0.16% | |
| Flputnam Investment Management Co | 0.31% | 415,367 | $20,710,199 | $20,743,428 | +$33,229 | +0.16% | |
| Kestra Advisory Services, Llc | 0.08% | 410,021 | $20,443,623 | $20,476,449 | +$32,826 | +0.16% | |
| Total Investment Management Inc | 2.27% | 391,225 | $19,506,468 | $19,537,777 | +$31,309 | +0.16% | |
| Ibex Wealth Advisors | 1.81% | 390,826 | $19,486,577 | $19,517,850 | +$31,273 | +0.16% | |
| Central Trust Co | 0.37% | 378,955 | $18,894,697 | $18,925,013 | +$30,316 | +0.16% | |
| Scotia Capital Inc. | 0.07% | 347,872 | $17,344,907 | $17,372,728 | +$27,821 | +0.16% | |
| Proactive Wealth Strategies Llc | 3.10% | 331,021 | $16,504,616 | $16,531,189 | +$26,573 | +0.16% | |
| Tidal Investments Llc | 0.05% | 320,751 | $15,992,645 | $16,018,305 | +$25,660 | +0.16% | |
| Neuberger Berman Group Llc | 0.01% | 305,978 | $15,256,063 | $15,280,541 | +$24,478 | +0.16% | |
| Aqr Capital Management Llc | 0.01% | 301,437 | $15,029,649 | $15,053,764 | +$24,115 | +0.16% | |
| Tcfg Investment Advisors, Llc | 5.59% | 300,070 | $14,961,490 | $14,985,496 | +$24,006 | +0.16% | |
| Tcfg Wealth Management, Llc | 5.59% | 300,070 | $14,961,490 | $14,985,496 | +$24,006 | +0.16% | |
| Avidian Wealth Enterprises, Llc | 0.45% | 285,774 | $14,248,698 | $14,271,554 | +$22,856 | +0.16% | |
| Pinnacle Financial Partners, Inc. | 0.11% | 277,897 | $13,856,538 | $13,878,176 | +$21,638 | +0.16% | |
| Sterling Group Wealth Management, Llc | 6.49% | 275,302 | $13,726,572 | $13,748,582 | +$22,010 | +0.16% | |
| Baird Financial Group, Inc. | 0.02% | 259,371 | $12,932,238 | $12,952,988 | +$20,750 | +0.16% | |
| Generation Capital Management Llc | 9.42% | 258,647 | $12,896,139 | $12,916,831 | +$20,692 | +0.16% | |
| Wealthquest Corp | 0.94% | 250,202 | $12,480,105 | $12,495,088 | +$14,983 | +0.12% | |
| Strait & Sound Wealth Management Llc | 4.54% | 238,775 | $11,905,322 | $11,924,424 | +$19,102 | +0.16% | |
| Family Office Research Llc | 5.02% | 231,612 | $11,548,168 | $11,566,703 | +$18,535 | +0.16% | |
| Mbl Wealth, Llc | 0.85% | 224,867 | $11,211,869 | $11,229,858 | +$17,989 | +0.16% | |
| Alpine Bank Wealth Management | 1.60% | 220,212 | $10,979,770 | $10,997,387 | +$17,617 | +0.16% | |
| Ep Wealth Advisors, Llc | 0.05% | 213,897 | $10,664,899 | $10,682,016 | +$17,117 | +0.16% | |
| Creative Planning | 0.01% | 185,314 | $9,239,735 | $9,254,581 | +$14,846 | +0.16% |
Frequently asked questions about TBIL
Who owns the most TBIL stock?
The largest holders of TBIL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for US TREASURY 3 MONTH BILL ETF (TBIL).
Is TBIL widely held by superinvestors?
Many widely followed stocks like TBIL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TBIL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.