Skip to content

OBIL RBB FD INC

Follow

US TREASRY 12 MT (fund)

64 managers (64 13F filers) reported a position in OBIL shares at 2026-03-31, 4,117,286 shares in all. 7 filers opened a position and 7 filers sold out during the quarter.

Managers
64
13F filers
64
New
7
Added
27
Reduced
20
Sold out
7
Shares held by filers
4,117,286

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC1,288,674$64.5M0.02%+74,96213F-HRTimeline
MML INVESTORS SERVICES, LLC300,207$15M0.04%-55,50713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY254,678$12.8M<0.01%+107,16813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP254,576$12.7M0.01%-49,46413F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC240,798$12.1M0.9%+19,23913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.167,687$8.42M0.05%+14,12913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC162,493$8.14M<0.01%+63,83513F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV149,397$7.48M0.39%+11,50913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC145,333$7.28M<0.01%+18,64813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC121,185$6.07M<0.01%+37,89213F-HRTimelineGroup
UBS Group AGin group UBS Group AG114,537$5.74M<0.01%+4,59513F-HRTimelineGroup
ACORN FINANCIAL ADVISORY SERVICES INC /…92,241$4.62M0.63%+30,46113F-HRTimeline
Sunrise Financial Services, LLC74,504$3.73M2.64%new13F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management70,638$3.54M0.51%+3,73613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…58,376$2.92M0.01%+58,27613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP45,001$2.25M<0.01%+39,07113F-HRTimelineGroup
Formidable Asset Management, LLC38,404$1.93M0.3%+1,88613F-HRTimeline
Private Advisor Group, LLC36,582$1.83M0.01%-2,92213F-HRTimeline
Main Street Financial Solutions, LLC35,599$1.78M0.13%-42,07713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …35,483$1.78M0.03%+1,37013F-HRTimelineGroup
Heck Capital Advisors, LLC29,850$1.49M0.11%+10,27613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC28,441$1.42M0.01%-27,02613F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.27,011$1.35M0.88%+11,71613F-HRTimeline
Independent Advisor Alliance22,249$1.11M0.01%new13F-HRTimeline
KPP Advisory Services LLC21,273$1.07M0.15%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC20,766$1.04M<0.01%-12,37513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…20,527$1.03M<0.01%-2,06013F-HRTimeline
Curran Financial Partners, LLC18,535$928K0.17%-4,54013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC16,660$834K<0.01%+7213F-HRTimelineGroup
Crescent Grove Advisors, LLC14,055$704K0.07%+4,03513F-HRTimeline
NewEdge Advisors, LLC13,943$698K<0.01%+12213F-HR/ATimeline
Amplius Wealth Advisors, LLC13,475$675K0.06%-4,14113F-HRTimeline
Jaffetilchin Investment Partners, LLC13,400$671K0.04%-26813F-HRTimeline
RETIREMENT CAPITAL STRATEGIES12,115$607K0.23%-9,76713F-HRTimeline
Crew Capital Management, Ltd11,817$592K0.39%+1,52713F-HRTimeline
Global View Capital Management LLC11,751$588K0.16%-4,73613F-HRTimeline
MGO ONE SEVEN LLC10,395$521K0.01%new13F-HRTimeline
HighPoint Advisor Group LLC10,240$513K0.02%-5713F-HRTimeline
World Investment Advisors10,087$505K0.01%013F-HRTimeline
Valtinson Bruner Financial Planning LLC10,012$501K0.14%+913F-HRTimeline
Cetera Investment Advisers9,450$473K<0.01%+1,96913F-HRTimeline
Mariner, LLCin group Mariner, LLC8,507$426K<0.01%+1,56013F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC8,305$417K0.02%013F-HRTimeline
Janney Montgomery Scott LLC7,609$381K<0.01%-66013F-HRTimeline
GTS SECURITIES LLC7,535$377K0.01%+2,35413F-HRTimeline
Kingsview Wealth Management, LLC6,981$350K<0.01%-94413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,628$332K<0.01%-27,51313F-HRTimelineGroup
PERSPECTIVE WEALTH ADVISORS LLC6,562$329K0.21%-12913F-HRTimeline
Sigma Planning Corp6,338$317K0.01%+10013F-HRTimeline
Cambridge Investment Research Advisors,…6,282$315K<0.01%-10113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,485$275K<0.01%-1,35313F-HRTimelineGroup
Integrated Wealth Concepts LLC5,000$250K<0.01%013F-HRTimeline
Crews Bank & Trust3,600$180K0.03%013F-HRTimeline
IFP Advisors, Inc3,397$170K<0.01%+15613F-HRTimeline
CENTRAL TRUST Co1,000$50.1K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.500$25K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.500$25K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC231$11.6K<0.01%-77113F-HRTimelineGroup
Front Row Advisors LLC200$10K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …153$7.66K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC25$1.25K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2$108<0.01%013F-HRTimeline
Advisory Services Network, LLC1$50<0.01%new13F-HRTimeline
Destiny Wealth Partners, LLC0$9<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.