Skip to content
Disclosery

OBIL RBB FD INC

Follow

US TREASRY 12 MT (fund)

55 managers (55 13F filers) reported a position in OBIL shares at 2024-12-31, 3,666,316 shares in all. 5 filers opened a position and 5 filers sold out during the quarter.

Managers
55
13F filers
55
New
5
Added
18
Reduced
16
Sold out
5
Shares held by filers
3,666,316

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 LLC948,752$47.5M0.02%+239,76613F-HRTimeline
Wealthquest Corp700,602$35.1M2.85%+32,68913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP320,861$16.1M0.02%-121,57113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC286,861$14.4M0.05%+109,85313F-HRTimeline
49 WEALTH MANAGEMENT, LLC276,194$13.8M1.97%+60,29713F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…94,034$4.71M0.78%-2,34813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…91,696$4.59M0.01%new13F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV86,109$4.31M0.32%+15,98513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC84,635$4.24M0.03%+35,86313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC71,259$3.57M<0.01%+37,07213F-HRTimelineGroup
UBS Group AGin group UBS Group AG66,637$3.34M<0.01%+32,26613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC53,533$2.68M<0.01%13F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC48,953$2.45M<0.01%+28913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …47,756$2.39M0.07%+37,19613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.47,225$2.36M0.02%+4,99613F-HRTimelineGroup
Janney Montgomery Scott LLC45,296$2.27M0.01%-2,63213F-HRTimeline
Formidable Asset Management, LLC40,076$2.01M0.33%-6413F-HRTimeline
Mendel Money Management29,025$1.45M0.65%+1,50413F-HRTimeline
GoalVest Advisory LLC27,000$1.35M0.37%013F-HRTimeline
GENTRY PRIVATE WEALTH, LLC27,000$1.35M5.62%013F-HRTimeline
Amplius Wealth Advisors, LLC24,414$1.22M0.13%-18,13613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,709$1.04M<0.01%+8,22213F-HRTimelineGroup
Global View Capital Management LLC18,644$932K0.33%13F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.17,296$866K0.39%-82613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC16,988$850K<0.01%-84313F-HRTimelineGroup
Kingsview Wealth Management, LLC16,181$810K0.02%+6,78113F-HRTimeline
Spinnaker Investment Group, LLC13,581$680K0.16%-16,77613F-HRTimeline
Curran Financial Partners, LLC12,300$616K0.16%-2,32713F-HRTimeline
Heck Capital Advisors, LLC11,654$583K0.07%new13F-HR/ATimeline
Private Advisor Group, LLC11,577$580K<0.01%-2,87413F-HRTimeline
Revolve Wealth Partners, LLC10,866$544K0.08%-1,21813F-HR/ATimeline
Independent Advisor Alliance10,791$540K0.01%new13F-HRTimeline
Sigma Planning Corp10,021$502K0.02%-13513F-HRTimeline
RETIREMENT CAPITAL STRATEGIES10,000$501K0.19%new13F-HRTimeline
Private Portfolio Partners LLC9,055$453K0.08%+2,14713F-HRTimeline
Valtinson Bruner Financial Planning LLC8,978$449K0.16%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,922$397K<0.01%+3,03713F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC7,288$365K0.08%-47713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,202$260K0.02%-58413F-HRTimeline
Integrated Wealth Concepts LLC5,000$250K<0.01%013F-HRTimeline
Cetera Investment Advisers4,651$233K<0.01%+30013F-HRTimeline
J.W. COLE ADVISORS, INC.4,567$229K0.01%-66913F-HRTimeline
MBL Wealth, LLC4,035$202K0.02%013F-HRTimeline
Cambridge Investment Research Advisors,…4,020$201K<0.01%new13F-HRTimeline
Crews Bank & Trust3,200$160K0.03%13F-HRTimeline
Global Retirement Partners, LLC1,000$50.1K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,000$50.1K0.04%13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …767$38.4K0.01%013F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.701$35.1K0.02%13F-HRTimeline
Front Row Advisors LLC200$10K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY101$5.1K<0.01%+113F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA100$5K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.2$104<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1$750.01%-1,49913F-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.