US TREASURY 3 MONTH BILL ETF (TBIL) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $4.25B in TBIL holdings during the latest filing period.
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 $999,000, 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
310
Total Reported Value
$4.25B
Largest Holder
Peakshares Llc
Largest Position
$997.20M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
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 | $999,000 | -$996,201,000 | -99.90% | |
| Morgan Stanley | 0.03% | 12,835,609 | $639,983,504 | $641,138,670 | +$1,155,166 | +0.18% | |
| Lpl Financial Llc | 0.13% | 11,182,265 | $557,547,687 | $558,554,137 | +$1,006,450 | +0.18% | |
| Stifel Financial Corp | 0.15% | 3,551,219 | $177,063,668 | $177,383,389 | +$319,721 | +0.18% | |
| Raymond James Financial Inc | 0.05% | 3,542,975 | $176,652,767 | $176,971,601 | +$318,834 | +0.18% | |
| Wells Fargo & Company/Mn | 0.03% | 3,354,595 | $167,260,109 | $167,562,020 | +$301,911 | +0.18% | |
| Obermeyer Wealth Partners | 3.06% | 1,498,328 | $74,706,634 | $74,841,484 | +$134,850 | +0.18% | |
| Private Advisor Group, Llc | 0.25% | 1,084,853 | $54,090,783 | $54,188,407 | +$97,624 | +0.18% | |
| Benjamin Edwards Inc | 0.48% | 1,065,523 | $53,127,794 | $53,222,874 | +$95,080 | +0.18% | |
| Envestnet Asset Management Inc | 0.01% | 994,825 | $49,601,992 | $49,691,509 | +$89,517 | +0.18% | |
| Commonwealth Equity Services, Llc | 0.06% | 951,425 | $47,438,030 | $47,523,679 | +$85,649 | +0.18% | |
| Hightower Advisors, Llc | 0.04% | 896,609 | $44,704,908 | $44,785,620 | +$80,712 | +0.18% | |
| Wealth Enhancement Advisory Services, Llc | 0.07% | 833,243 | $41,603,829 | $41,620,488 | +$16,659 | +0.04% | |
| Journey Strategic Wealth Llc | 1.03% | 832,583 | $41,512,605 | $41,587,521 | +$74,916 | +0.18% | |
| Mml Investors Services, Llc | 0.08% | 832,046 | $41,485,800 | $41,560,698 | +$74,898 | +0.18% | |
| F/M Investments Llc | 2.09% | 825,437 | $41,152,162 | $41,230,578 | +$78,416 | +0.19% | |
| Integrated Wealth Concepts Llc | 0.19% | 783,276 | $39,054,154 | $39,124,636 | +$70,482 | +0.18% | |
| Equitable Holdings, Inc. | 0.25% | 777,872 | $38,798,233 | $38,854,706 | +$56,473 | +0.15% | |
| Ubs Group Ag | 0.01% | 668,134 | $33,313,161 | $33,373,293 | +$60,132 | +0.18% | |
| Neuberger Berman Group Llc | 0.02% | 590,929 | $29,463,720 | $29,516,904 | +$53,184 | +0.18% | |
| Steward Partners Investment Advisory, Llc | 0.14% | 562,324 | $28,037,493 | $28,088,084 | +$50,591 | +0.18% | |
| Capital Investment Counsel, Inc | 2.84% | 528,870 | $26,369,444 | $26,417,057 | +$47,613 | +0.18% | |
| Cetera Investment Advisers | 0.02% | 472,998 | $23,583,659 | $23,626,250 | +$42,591 | +0.18% | |
| Aqr Capital Management Llc | 0.01% | 425,965 | $21,238,623 | $21,276,952 | +$38,329 | +0.18% | |
| Kestra Advisory Services, Llc | 0.06% | 399,088 | $19,898,551 | $19,934,446 | +$35,895 | +0.18% | |
| Ibex Wealth Advisors | 1.52% | 390,210 | $19,455,874 | $19,490,990 | +$35,116 | +0.18% | |
| Central Trust Co | 0.35% | 385,887 | $19,240,326 | $19,275,056 | +$34,730 | +0.18% | |
| Stratos Wealth Partners, Ltd. | 0.19% | 384,417 | $19,167,063 | $19,201,629 | +$34,566 | +0.18% | |
| Jpmorgan Chase & Co | 0.00% | 356,748 | $17,783,923 | $17,819,563 | +$35,640 | +0.20% | |
| Savvy Advisors, Inc. | 0.37% | 347,022 | $17,302,504 | $17,333,749 | +$31,245 | +0.18% | |
| Flputnam Investment Management Co | 0.21% | 345,273 | $17,215,312 | $17,246,386 | +$31,074 | +0.18% | |
| Proactive Wealth Strategies Llc | 2.66% | 332,352 | $16,570,978 | $16,600,982 | +$30,004 | +0.18% | |
| B & T Capital Management Dba Alpha Capital Management | 2.13% | 326,051 | $16,256,903 | $16,286,247 | +$29,344 | +0.18% | |
| Mariner, Llc | 0.02% | 314,923 | $15,702,061 | $15,730,404 | +$28,343 | +0.18% | |
| Tcfg Wealth Management, Llc | 5.59% | 300,070 | $14,961,490 | $14,988,497 | +$27,007 | +0.18% | |
| Sterling Group Wealth Management, Llc | 5.99% | 292,952 | $14,606,608 | $14,632,952 | +$26,344 | +0.18% | |
| Alpine Bank Wealth Management | 1.87% | 292,448 | $14,581,457 | $14,607,778 | +$26,321 | +0.18% | |
| Family Office Research Llc | 5.20% | 278,261 | $13,874,116 | $13,899,137 | +$25,021 | +0.18% | |
| Arax Advisory Partners | 0.09% | 266,155 | $13,270,473 | $13,294,442 | +$23,969 | +0.18% | |
| Avidian Wealth Enterprises, Llc | 0.37% | 264,283 | $13,177,143 | $13,200,936 | +$23,793 | +0.18% | |
| Mbl Wealth, Llc | 0.88% | 258,051 | $12,866,440 | $12,889,647 | +$23,207 | +0.18% | |
| Vanweelden Wealth Management, Llc | 9.43% | 254,378 | $12,683,287 | $12,706,181 | +$22,894 | +0.18% | |
| Susquehanna International Group, Llp | 0.01% | 252,531 | $12,591,196 | $12,613,923 | +$22,727 | +0.18% | |
| Generation Capital Management Llc | 7.69% | 251,388 | $12,534,206 | $12,556,831 | +$22,625 | +0.18% | |
| Strait & Sound Wealth Management Llc | 4.54% | 238,775 | $11,905,322 | $11,926,811 | +$21,489 | +0.18% | |
| Tidal Investments Llc | 0.03% | 235,703 | $11,752,152 | $11,773,365 | +$21,213 | +0.18% | |
| Tcfg Investment Advisors, Llc | 3.86% | 229,915 | $11,463,567 | $11,484,254 | +$20,687 | +0.18% | |
| Wealthquest Corp | 0.70% | 221,786 | $11,058,277 | $11,078,211 | +$19,934 | +0.18% | |
| Pinnacle Financial Partners, Inc. | 0.07% | 219,117 | $10,925,234 | $10,944,894 | +$19,660 | +0.18% | |
| Ep Wealth Advisors, Llc | 0.04% | 201,407 | $10,042,133 | $10,060,280 | +$18,147 | +0.18% |
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.