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Disclosery

OBIL RBB FD INC

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US TREASRY 12 MT (fund)

61 managers (61 13F filers) reported a position in OBIL shares at 2025-03-31, 3,887,528 shares in all. 12 filers opened a position and 5 filers sold out during the quarter.

Managers
61
13F filers
61
New
12
Added
21
Reduced
19
Sold out
5
Shares held by filers
3,887,528

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC1,043,886$52.4M0.02%+95,13413F-HRTimeline
Wealthquest Corp734,138$36.9M3.08%+33,53613F-HR/ATimeline
MML INVESTORS SERVICES, LLC349,789$17.6M0.06%+62,92813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP297,860$15M0.02%-23,00113F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC278,930$14M1.69%+2,73613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC91,678$4.6M<0.01%+20,41913F-HRTimelineGroup
ACORN FINANCIAL ADVISORY SERVICES INC /…81,773$4.11M0.74%-12,26113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.74,411$3.74M0.04%+27,18613F-HRTimelineGroup
UBS Group AGin group UBS Group AG72,193$3.62M<0.01%+5,55613F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV69,006$3.46M0.26%-17,10313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …66,974$3.36M0.09%+19,21813F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC62,157$3.12M0.02%-22,47813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC61,396$3.08M<0.01%+12,44313F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management59,093$2.97M0.48%13F-HRTimelineGroup
Janney Montgomery Scott LLC51,967$2.61M0.01%+6,67113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC47,240$2.37M<0.01%-6,29313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…39,664$1.99M<0.01%new13F-HRTimeline
Formidable Asset Management, LLC38,515$1.93M0.32%-1,56113F-HRTimeline
Private Advisor Group, LLC36,367$1.83M0.01%+24,79013F-HRTimeline
Mendel Money Management28,945$1.45M0.69%-8013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC23,976$1.2M<0.01%new13F-HR/ATimelineGroup
Amplius Wealth Advisors, LLC20,831$1.05M0.11%-3,58313F-HRTimeline
Global View Capital Management LLC17,361$872K0.32%-1,28313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC17,073$857K<0.01%+8513F-HRTimelineGroup
DENVER WEALTH MANAGEMENT, INC.15,129$760K0.35%-2,16713F-HRTimeline
Kingsview Wealth Management, LLC14,711$739K0.01%-1,47013F-HRTimeline
SAX WEALTH ADVISORS, LLC14,261$716K0.05%new13F-HRTimeline
Heck Capital Advisors, LLC14,229$714K0.08%+2,57513F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.13,410$673K0.46%+12,70913F-HRTimeline
Crew Capital Management, Ltd11,854$595K0.49%new13F-HRTimeline
Curran Financial Partners, LLC11,331$569K0.14%-96913F-HRTimeline
RETIREMENT CAPITAL STRATEGIES10,000$502K0.2%013F-HRTimeline
Valtinson Bruner Financial Planning LLC9,977$501K0.17%+99913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,619$483K<0.01%-11,09013F-HR/ATimelineGroup
Revolve Wealth Partners, LLC9,490$476K0.07%-1,37613F-HRTimeline
Sigma Planning Corp9,256$465K0.01%-76513F-HRTimeline
Main Street Financial Solutions, LLC8,139$409K0.04%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC6,546$329K<0.01%new13F-HRTimelineGroup
Spinnaker Investment Group, LLC6,365$320K0.07%-7,21613F-HRTimeline
Cetera Investment Advisers5,673$285K<0.01%+1,02213F-HRTimeline
Crews Bank & Trust5,200$261K0.04%+2,00013F-HRTimeline
Integrated Wealth Concepts LLC5,000$251K<0.01%013F-HRTimeline
Financial Advocates Investment Manageme…4,826$242K0.02%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,819$241K0.02%-38313F-HRTimeline
J.W. COLE ADVISORS, INC.4,668$234K0.01%+10113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,563$229K<0.01%-3,35913F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC4,462$224K0.05%-2,82613F-HRTimeline
Advisor Resource Council4,304$216K0.02%new13F-HRTimeline
FLOW TRADERS U.S. LLC4,240$213K0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…4,020$202K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1,500$75K0.01%+1,49913F-HRTimeline
CENTRAL TRUST Co1,000$50.2K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC1,000$50.2K0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,000$50.2K0.04%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …767$38.5K0.01%13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY434$21.8K<0.01%+33313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA300$15K<0.01%+20013F-HR/ATimelineGroup
Front Row Advisors LLC200$10K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10$502<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.2$105<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.