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Disclosery

XBIL RBB FD INC

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US TRSRY 6 MNTH (fund)

79 managers (79 13F filers) reported a position in XBIL shares at 2024-12-31, 6,962,287 shares in all. 12 filers opened a position and 9 filers sold out during the quarter.

Managers
79
13F filers
79
New
12
Added
26
Reduced
27
Sold out
9
Shares held by filers
6,962,287

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 LLC1,509,407$75.5M0.03%+385,42613F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…1,078,860$54M8.9%+149,53513F-HRTimeline
UBS Group AGin group UBS Group AG430,366$21.5M<0.01%+84,67013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC411,332$20.6M0.01%13F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP320,215$16M0.02%-303,99913F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC302,048$15.1M3.34%-293,65113F-HRTimeline
MML INVESTORS SERVICES, LLC280,986$14.1M0.05%-17,75213F-HRTimeline
49 WEALTH MANAGEMENT, LLC277,181$13.9M1.98%+88,50913F-HRTimeline
Private Advisor Group, LLC253,582$12.7M0.07%-3,13813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC238,980$12M0.02%+18,60313F-HRTimeline
Good Life Advisors, LLC238,061$11.9M0.87%+99,17613F-HRTimeline
IHT Wealth Management, LLC197,529$9.88M0.32%-2,44613F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.106,228$5.32M2.39%-11,92113F-HRTimeline
Cetera Investment Advisers106,172$5.31M0.01%-2,66613F-HRTimeline
Copia Wealth Management96,946$4.85M4.62%13F-HRTimeline
Moors & Cabot, Inc.89,276$4.47M0.21%+30,90513F-HRTimeline
Janney Montgomery Scott LLC88,706$4.44M0.01%+40,12313F-HRTimeline
Integrated Wealth Concepts LLC83,298$4.17M0.05%+66,13013F-HRTimeline
Spinnaker Investment Group, LLC54,400$2.72M0.66%+4,44313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC51,675$2.59M0.04%-3,04413F-HRTimelineGroup
Prospera Financial Services Inc38,200$1.91M0.04%+4,60013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.35,194$1.76M0.02%-1,48113F-HRTimelineGroup
Gateway Wealth Partners, LLC34,148$1.71M0.44%+9,29413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…32,187$1.61M<0.01%+26,70713F-HR/ATimeline
Semmax Financial Advisors Inc.31,867$1.6M0.43%-5713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC31,610$1.58M<0.01%-1,38013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management25,681$1.29M0.04%new13F-HRTimelineGroup
GENTRY PRIVATE WEALTH, LLC25,500$1.28M5.31%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…24,850$1.24M0.1%new13F-HRTimeline
Farther Finance Advisors, LLC22,692$1.14M0.04%new13F-HRTimeline
Revolve Wealth Partners, LLC21,687$1.09M0.16%-24113F-HR/ATimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.21,501$1.08M0.02%-42,59713F-HRTimelineGroup
Global View Capital Management LLC21,285$1.07M0.37%13F-HRTimeline
RETIREMENT CAPITAL STRATEGIES19,980$1000K0.38%new13F-HRTimeline
David Kennon Inc18,876$944K0.37%+5,41813F-HRTimeline
MANCHESTER FINANCIAL INC18,341$918K0.2%-1,50213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …17,135$857K0.02%+1,24313F-HRTimelineGroup
GoalVest Advisory LLC16,500$826K0.23%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,000$751K<0.01%-2,12613F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP14,528$727K0.05%+6,52513F-HRTimeline
IFP Advisors, Inc14,123$707K0.02%-9,00813F-HRTimeline
Wealthquest Corp13,820$691K0.06%-4,34413F-HRTimeline
OneDigital Investment Advisors LLC13,404$671K0.01%new13F-HRTimeline
Belpointe Asset Management LLC12,367$621K0.04%-1,09213F-HRTimeline
Curran Financial Partners, LLC12,314$616K0.16%-2,38013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,987$600K0.01%+213F-HRTimelineGroup
PRIVATE TRUST CO NA11,497$575K0.06%-50013F-HRTimeline
Kraft, Davis & Associates, LLC11,177$560K0.16%-29013F-HRTimeline
IBEX WEALTH ADVISORS11,006$551K0.06%new13F-HRTimeline
B & T Capital Management DBA Alpha Capi…10,745$538K0.1%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp9,932$497K<0.01%-1,12813F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC9,498$475K0.15%+2,47113F-HRTimeline
Independent Advisor Alliance9,339$467K0.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,900$445K<0.01%new13F-HRTimelineGroup
Private Portfolio Partners LLC8,834$442K0.08%+2,05213F-HRTimeline
First Heartland Consultants, Inc.8,615$431K0.04%-8,28813F-HRTimeline
Heck Capital Advisors, LLC8,300$415K0.05%+85513F-HR/ATimeline
UNIQUE WEALTH, LLC8,224$411K0.09%new13F-HRTimeline
HRT FINANCIAL LP8,197$410K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…7,828$392K<0.01%+48213F-HRTimeline
Ted Buchan & Co7,390$370K0.17%+7013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC6,653$333K0.04%-48513F-HRTimelineGroup
Ausdal Financial Partners, Inc.5,626$281K0.02%+8113F-HRTimeline
D.A. DAVIDSON & CO.5,493$275K<0.01%-1,50013F-HRTimeline
Fonville Wealth Management LLC5,214$261K0.09%+7513F-HRTimeline
Geneos Wealth Management Inc.4,585$229K0.01%new13F-HRTimeline
Verus Financial Partners, Inc.4,100$205K0.02%013F-HRTimeline
Five Pine Wealth Management4,014$201K0.17%13F-HRTimeline
Trek Financial, LLC4,000$200K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,197$59.9K0.04%13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …616$30.8K0.01%013F-HRTimelineGroup
Trivant Custom Portfolio Group, LLC520$26K0.02%-2113F-HRTimeline
ORG Partners LLC454$22.7K<0.01%+313F-HRTimeline
NFSG Corp200$10K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY102$5.11K<0.01%+113F-HR/ATimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4$200<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1$50<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.1$50<0.01%-69913F-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.