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Disclosery

OBIL RBB FD INC

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US TREASRY 12 MT (fund)

52 managers (53 13F filers) reported a position in OBIL shares at 2024-09-30, 3,160,665 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
52
13F filers
53
New
10
Added
17
Reduced
16
Sold out
8
Shares held by filers
3,160,665

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2024

Filers in the available 13F reports with a share position at 2024-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC708,986$35.6M0.02%+65,63513F-HRTimeline
Wealthquest Corp667,913$33.5M2.95%+21,81313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP442,432$22.2M0.02%+265,86513F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC215,897$10.9M1.77%+40,63213F-HRTimeline
MML INVESTORS SERVICES, LLC177,008$8.9M0.03%+27,41813F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…96,382$4.84M0.86%-1,71913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV70,124$3.52M0.26%new13F-HRTimeline
F/m Investments LLC56,774$2.86M0.09%new13F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management56,500$2.84M0.45%13F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC48,772$2.45M0.02%+32,21913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC48,664$2.45M<0.01%+10,46313F-HRTimeline
Janney Montgomery Scott LLC47,928$2.41M0.01%-35,94013F-HRTimeline
Amplius Wealth Advisors, LLC42,550$2.14M0.23%-9,95813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.42,229$2.12M0.02%-25,85913F-HRTimelineGroup
Formidable Asset Management, LLC40,140$2.02M0.32%-1,57513F-HRTimeline
UBS Group AGin group UBS Group AG34,371$1.73M<0.01%+25,76913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC34,187$1.72M<0.01%-28,09213F-HRTimelineGroup
Spinnaker Investment Group, LLC30,357$1.53M0.37%+18,64713F-HRTimeline
Mendel Money Management27,521$1.38M0.6%new13F-HRTimeline
GoalVest Advisory LLC27,000$1.36M0.39%new13F-HRTimeline
GENTRY PRIVATE WEALTH, LLC27,000$1.36M1.11%new13F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.18,122$911K0.42%+37913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC17,831$896K<0.01%-3,18313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCgroup of 2 filers holding16,855$847K+5,475Timeline
Curran Financial Partners, LLC14,627$735K0.21%-1,43413F-HRTimeline
Private Advisor Group, LLC14,451$726K<0.01%+8,96213F-HRTimeline
First Heartland Consultants, Inc.12,762$642K0.07%-10,93513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,487$628K<0.01%-47,00813F-HRTimelineGroup
Revolve Wealth Partners, LLC12,084$607K0.09%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,560$531K0.02%new13F-HRTimelineGroup
Sigma Planning Corp10,156$510K0.02%+4,24413F-HRTimeline
Kingsview Wealth Management, LLC9,400$472K0.01%013F-HRTimeline
Valtinson Bruner Financial Planning LLC8,978$451K0.16%new13F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC7,765$390K0.09%+58313F-HRTimeline
Private Portfolio Partners LLC6,908$347K0.07%+1,32413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.5,870$295K<0.01%-4,41413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,786$290K0.02%-50913F-HRTimeline
J.W. COLE ADVISORS, INC.5,236$263K0.01%-46713F-HRTimeline
Integrated Wealth Concepts LLC5,000$251K<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,885$246K<0.01%-7,01113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,375$220K<0.01%-4,07013F-HRTimelineGroup
Cetera Investment Advisers4,351$219K<0.01%new13F-HRTimeline
MBL Wealth, LLC4,035$203K0.02%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,737$87.3K<0.01%+39013F-HRTimelineGroup
LANARK FINANCIAL, INC.1,500$75K0.01%013F-HRTimeline
Global Retirement Partners, LLC1,000$50.3K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …767$38.6K0.01%13F-HRTimelineGroup
Front Row Advisors LLC200$10.1K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY100$5.03K<0.01%+9913F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA100$5K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.2$103<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.