XBIL Institutional Ownership & Shareholders
US TREASURY 6 MONTH BILL ETF (XBIL) is currently held by 90 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $360.75M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of XBIL tracked by InsiderSet, reporting ownership valued at approximately $113.78M 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 $113.83M, representing an estimated gain of +0.04% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed XBIL value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Ubs Group Ag, Stifel Financial Corp, and several other long-term asset managers with concentrated positions in US TREASURY 6 MONTH BILL ETF (XBIL).
This page ranks the largest institutional XBIL 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
90
Total Reported Value
$360.75M
Largest Holder
Lpl Financial Llc
Largest Position
$113.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
127
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.03% | 2,275,618 | $113,780,877 | $113,826,412 | +$45,535 | +0.04% | |
| Ubs Group Ag | 0.00% | 530,016 | $26,500,800 | $26,511,400 | +$10,600 | +0.04% | |
| Stifel Financial Corp | 0.02% | 410,810 | $20,540,580 | $20,548,716 | +$8,136 | +0.04% | |
| Morgan Stanley | 0.00% | 308,833 | $15,441,696 | $15,447,827 | +$6,131 | +0.04% | |
| Raymond James Financial Inc | 0.00% | 287,345 | $14,367,264 | $14,372,997 | +$5,733 | +0.04% | |
| Moors & Cabot, Inc. | 0.50% | 256,402 | $12,820,100 | $12,825,228 | +$5,128 | +0.04% | |
| Mml Investors Services, Llc | 0.02% | 238,737 | $11,936,833 | $11,941,625 | +$4,792 | +0.04% | |
| Iht Wealth Management, Llc | 0.25% | 233,333 | $11,666,667 | $11,671,317 | +$4,650 | +0.04% | |
| Commonwealth Equity Services, Llc | 0.01% | 185,629 | $9,277,722 | $9,285,163 | +$7,441 | +0.08% | |
| Truist Financial Corp | 0.01% | 179,575 | $8,975,156 | $8,982,342 | +$7,186 | +0.08% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 174,635 | $8,736,987 | $8,735,243 | -$1,744 | -0.02% | |
| Cetera Investment Advisers | 0.01% | 167,120 | $8,356,003 | $8,359,342 | +$3,339 | +0.04% | |
| Alpine Bank Wealth Management | 1.06% | 163,512 | $8,172,330 | $8,178,870 | +$6,540 | +0.08% | |
| Goldman Sachs Group Inc | 0.00% | 142,958 | $7,147,900 | $7,150,759 | +$2,859 | +0.04% | |
| Integrated Wealth Concepts Llc | 0.04% | 117,560 | $5,878,012 | $5,880,351 | +$2,339 | +0.04% | |
| Envestnet Asset Management Inc | 0.00% | 103,730 | $5,186,499 | $5,188,575 | +$2,076 | +0.04% | |
| Spinnaker Investment Group, Llc | 0.68% | 86,408 | $4,318,672 | $4,322,128 | +$3,456 | +0.08% | |
| Acorn Financial Advisory Services Inc | 0.50% | 80,363 | $4,016,554 | $4,019,757 | +$3,203 | +0.08% | |
| Benjamin Edwards Inc | 0.04% | 78,289 | $3,914,450 | $3,916,016 | +$1,566 | +0.04% | |
| Equitable Holdings, Inc. | 0.02% | 71,809 | $3,590,467 | $3,591,886 | +$1,419 | +0.04% | |
| Private Advisor Group, Llc | 0.02% | 67,008 | $3,350,392 | $3,351,740 | +$1,348 | +0.04% | |
| Wells Fargo & Company/Mn | 0.00% | 65,991 | $3,299,546 | $3,300,870 | +$1,324 | +0.04% | |
| Fonville Wealth Management Llc | 0.46% | 61,245 | $3,061,028 | $3,063,475 | +$2,447 | +0.08% | |
| Emerald Investment Advisers, Llc | 0.20% | 60,674 | $3,033,700 | $3,034,913 | +$1,213 | +0.04% | |
| Jaffetilchin Investment Partners, Llc | 0.14% | 51,222 | $2,561,121 | $2,562,124 | +$1,003 | +0.04% | |
| Arax Advisory Partners | 0.02% | 49,220 | $2,460,966 | $2,461,984 | +$1,018 | +0.04% | |
| Copia Wealth Management | 1.40% | 46,523 | $2,326,150 | $2,327,080 | +$930 | +0.04% | |
| Sterling Group Wealth Management, Llc | 0.88% | 42,952 | $2,147,588 | $2,148,459 | +$871 | +0.04% | |
| Wealthcare Advisory Partners Llc | 0.03% | 40,619 | $2,030,116 | $2,031,762 | +$1,646 | +0.08% | |
| Prospera Financial Services Inc | 0.03% | 37,378 | $1,868,963 | $1,869,648 | +$685 | +0.04% | |
| Fmr Llc | 0.00% | 34,604 | $1,730,220 | $1,730,892 | +$672 | +0.04% | |
| Founders Financial Alliance, Llc | 0.22% | 32,627 | $1,631,343 | $1,632,003 | +$660 | +0.04% | |
| Gateway Wealth Partners, Llc | 0.10% | 32,230 | $1,611,501 | $1,612,145 | +$644 | +0.04% | |
| Harbor Investment Advisory, Llc | 0.11% | 32,187 | $1,608,706 | $1,609,994 | +$1,288 | +0.08% | |
| World Investment Advisors | 0.02% | 23,844 | $1,192,666 | $1,192,677 | +$11 | +0.00% | |
| Marshall & Sterling Wealth Advisors Inc. | 0.65% | 22,644 | $1,131,728 | $1,132,653 | +$925 | +0.08% | |
| Retirement Capital Strategies | 0.37% | 21,568 | $1,078,397 | $1,078,831 | +$434 | +0.04% | |
| Belpointe Asset Management Llc | 0.03% | 19,585 | $979,293 | $979,642 | +$349 | +0.04% | |
| F/M Investments Llc | 0.05% | 19,386 | $969,428 | $969,688 | +$260 | +0.03% | |
| Citadel Advisors Llc | 0.00% | 18,560 | $928,000 | $928,371 | +$371 | +0.04% | |
| Mgo One Seven Llc | 0.01% | 18,015 | $900,374 | $901,110 | +$736 | +0.08% | |
| Curran Financial Partners, Llc | 0.13% | 17,781 | $889,050 | $889,406 | +$356 | +0.04% | |
| Highroad Wealth Advisors, Llc | 0.74% | 17,787 | $888,977 | $889,706 | +$729 | +0.08% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 15,675 | $783,767 | $784,064 | +$297 | +0.04% | |
| Flow Traders U.S. Llc | 0.03% | 14,621 | $731,000 | $731,342 | +$342 | +0.05% | |
| Kpp Advisory Services Llc | 0.12% | 14,080 | $703,718 | $704,282 | +$564 | +0.08% | |
| International Assets Investment Management, Llc | 0.04% | 12,560 | $628,000 | $628,251 | +$251 | +0.04% | |
| Fifth Third Bancorp | 0.00% | 12,450 | $622,500 | $622,749 | +$249 | +0.04% | |
| Milestone Asset Management, Llc | 0.09% | 11,102 | $554,891 | $555,322 | +$431 | +0.08% | |
| Great Valley Advisor Group, Inc. | 0.01% | 10,995 | $549,732 | $549,970 | +$238 | +0.04% |
Frequently asked questions about XBIL
Who are the largest institutional holders of XBIL?
The largest institutional holders of XBIL reported in the latest SEC Form 13F filings include Lpl Financial Llc, Ubs Group Ag, Stifel Financial Corp, Morgan Stanley, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported XBIL position.
What is XBIL institutional ownership?
This page tracks XBIL positions reported by institutional investment managers through SEC Form 13F. US TREASURY 6 MONTH BILL ETF (XBIL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XBIL?
InsiderSet currently tracks 90 institutional managers reporting XBIL 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 XBIL shareholders.
How much XBIL stock do institutions own?
Institutional investment managers disclosed approximately $360.75M in XBIL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XBIL institutional ownership last updated?
The latest XBIL 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 XBIL 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 XBIL position after the reporting date.
Are institutions buying or selling XBIL?
Institutional buying and selling can be analyzed by comparing XBIL positions across consecutive 13F reporting periods. InsiderSet's XBIL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XBIL ownership changes.
How has XBIL institutional ownership changed over time?
InsiderSet tracks XBIL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.