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Disclosery

XBIL RBB FD INC

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US TRSRY 6 MNTH (fund)

85 managers (85 13F filers) reported a position in XBIL shares at 2025-03-31, 8,221,758 shares in all. 19 filers opened a position and 13 filers sold out during the quarter.

Managers
85
13F filers
85
New
19
Added
34
Reduced
23
Sold out
13
Shares held by filers
8,221,758

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 LLC1,874,753$94.1M0.04%+365,34613F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…1,231,041$61.8M11.17%+152,18113F-HRTimeline
UBS Group AGin group UBS Group AG685,336$34.4M0.01%+254,97013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP428,945$21.5M0.02%+108,73013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC403,102$20.2M0.01%-8,23013F-HRTimelineGroup
Good Life Advisors, LLC332,399$16.7M1.17%+94,33813F-HRTimeline
MML INVESTORS SERVICES, LLC312,235$15.7M0.05%+31,24913F-HRTimeline
49 WEALTH MANAGEMENT, LLC279,387$14M1.69%+2,20613F-HRTimeline
Private Advisor Group, LLC258,278$13M0.08%+4,69613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC234,532$11.8M0.02%-4,44813F-HRTimeline
IHT Wealth Management, LLC221,508$11.1M0.35%+23,97913F-HRTimeline
Cetera Investment Advisers208,656$10.5M0.02%+102,48413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…106,853$5.36M0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC105,305$5.28M0.06%+22,00713F-HRTimeline
Moors & Cabot, Inc.97,995$4.92M0.25%+8,71913F-HRTimeline
Copia Wealth Management93,286$4.68M4.33%-3,66013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management86,023$4.32M0.69%13F-HRTimelineGroup
DENVER WEALTH MANAGEMENT, INC.81,595$4.09M1.87%-24,63313F-HRTimeline
Spinnaker Investment Group, LLC70,293$3.53M0.8%+15,89313F-HRTimeline
Fonville Wealth Management LLC59,815$3M0.88%+54,60113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC58,115$2.92M0.04%+6,44013F-HRTimelineGroup
Janney Montgomery Scott LLC57,046$2.86M0.01%-31,66013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.53,867$2.7M0.03%+18,67313F-HRTimelineGroup
Advisor Resource Council50,590$2.54M0.21%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…48,191$2.42M<0.01%+16,00413F-HRTimeline
Prospera Financial Services Inc46,195$2.32M0.05%+7,99513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC44,325$2.22M<0.01%new13F-HRTimelineGroup
Founders Financial Alliance, LLC44,075$2.21M0.54%new13F-HRTimeline
Gateway Wealth Partners, LLC34,990$1.76M0.39%+84213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC34,899$1.75M<0.01%+3,28913F-HRTimelineGroup
Semmax Financial Advisors Inc.33,364$1.67M0.45%+1,49713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.31,158$1.56M0.02%+9,65713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC30,293$1.52M<0.01%new13F-HR/ATimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …28,662$1.44M0.04%+11,52713F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management24,010$1.2M0.04%-1,67113F-HRTimelineGroup
IFP Advisors, Inc21,667$1.09M0.03%+7,54413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…21,455$1.08M0.09%-3,39513F-HRTimeline
RETIREMENT CAPITAL STRATEGIES19,980$1M0.39%013F-HRTimeline
MANCHESTER FINANCIAL INC19,331$970K0.22%+99013F-HRTimeline
SAX WEALTH ADVISORS, LLC17,669$886K0.06%new13F-HRTimeline
Global View Capital Management LLC16,999$853K0.31%-4,28613F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC15,868$796K0.17%-286,18013F-HRTimeline
Revolve Wealth Partners, LLC15,823$794K0.11%-5,86413F-HRTimeline
MONEY CONCEPTS CAPITAL CORP15,640$785K0.06%+1,11213F-HRTimeline
Belpointe Asset Management LLC15,154$760K0.04%+2,78713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,000$753K<0.01%013F-HRTimelineGroup
GENTRY PRIVATE WEALTH, LLC14,700$737K0.61%-10,80013F-HRTimeline
David Kennon Inc13,175$661K0.26%-5,70113F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC13,081$656K0.21%+3,58313F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.12,606$632K0.43%new13F-HRTimeline
PITCAIRN COin group PITCAIRN CO12,456$625K0.04%new13F-HRTimelineGroup
PRIVATE TRUST CO NA11,497$577K0.06%013F-HRTimeline
Curran Financial Partners, LLC11,343$569K0.14%-97113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,987$551K0.01%-1,00013F-HRTimelineGroup
B & T Capital Management DBA Alpha Capi…10,920$548K0.1%+17513F-HRTimeline
IBEX WEALTH ADVISORS10,609$532K0.07%-39713F-HRTimeline
UNIQUE WEALTH, LLC10,379$521K0.1%+2,15513F-HRTimeline
Wealthquest Corp9,365$470K0.04%-4,45513F-HR/ATimeline
Heck Capital Advisors, LLC7,751$389K0.04%-54913F-HRTimeline
Cambridge Investment Research Advisors,…7,496$376K<0.01%-33213F-HRTimeline
Ted Buchan & Co6,890$346K0.16%-50013F-HRTimeline
Ausdal Financial Partners, Inc.6,720$337K0.03%+1,09413F-HRTimeline
Mariner, LLCin group Mariner, LLC6,548$329K<0.01%new13F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC6,543$328K0.04%-11013F-HRTimelineGroup
World Investment Advisors6,246$313K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…5,799$291K<0.01%new13F-HRTimeline
GoalVest Advisory LLC5,700$286K0.08%-10,80013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC4,975$250K0.11%new13F-HRTimeline
Financial Advocates Investment Manageme…4,970$249K0.02%new13F-HRTimeline
Geneos Wealth Management Inc.4,585$230K<0.01%013F-HRTimeline
D.A. DAVIDSON & CO.4,153$208K<0.01%-1,34013F-HRTimeline
HRT FINANCIAL LP4,126$207K<0.01%-4,07113F-HRTimeline
Verus Financial Partners, Inc.4,100$205K0.02%013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC4,024$202K0.05%new13F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC1,206$60.5K0.04%+913F-HRTimeline
LANARK FINANCIAL, INC.1,000$50K<0.01%+99913F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …616$30.9K0.01%13F-HRTimelineGroup
Integrity Financial Corp /WA500$25.1K0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…454$22.7K0.01%new13F-HRTimelineGroup
NFSG Corp200$10K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY105$5.28K<0.01%+313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN100$5.02K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.100$5.02K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP30$1.5K<0.01%new13F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.