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Disclosery

XBIL RBB FD INC

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US TRSRY 6 MNTH (fund)

87 managers (88 13F filers) reported a position in XBIL shares at 2025-09-30, 8,680,803 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
87
13F filers
88
New
10
Added
32
Reduced
35
Sold out
8
Shares held by filers
8,680,803

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC2,286,768$115M0.03%+78,94113F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…1,183,447$59.4M9.11%+12,31513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP822,374$41.3M0.04%+256,63113F-HRTimelineGroup
UBS Group AGin group UBS Group AG631,445$31.7M0.01%-206,78113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC385,964$19.4M0.01%-15,06113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC282,406$14.2M0.04%+14,92213F-HRTimeline
Cetera Investment Advisers238,287$12M0.01%+210,33413F-HRTimeline
IHT Wealth Management, LLC236,999$11.9M0.3%-29,42713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC204,138$10.2M0.01%-11,68913F-HRTimeline
Moors & Cabot, Inc.173,543$8.71M0.38%+15,12513F-HRTimeline
F/m Investments LLC148,194$7.44M0.29%+64,59513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…142,623$7.14M0.01%+59,95413F-HRTimeline
Integrated Wealth Concepts LLC124,573$6.25M0.06%+9,83113F-HRTimeline
49 WEALTH MANAGEMENT, LLC121,809$6.11M0.58%-124,12213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding108,305$5.44M+40,973Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC92,044$4.62M<0.01%+11,45213F-HRTimelineGroup
Copia Wealth Management86,515$4.34M3.23%-3,71713F-HRTimeline
Spinnaker Investment Group, LLC83,388$4.19M0.79%+20,71613F-HRTimeline
RETIREMENT CAPITAL STRATEGIES82,279$4.13M1.58%-99313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC78,693$3.95M<0.01%+30,93613F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…75,872$3.81M0.11%new13F-HRTimelineGroup
Private Advisor Group, LLC69,563$3.49M0.02%-173,52513F-HRTimeline
Fonville Wealth Management LLC67,687$3.4M0.76%+61213F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.65,913$3.31M1.22%-4,91413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC65,003$3.26M0.04%+3,39713F-HRTimelineGroup
Prospera Financial Services Inc56,208$2.82M0.05%+1,51613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.49,370$2.48M0.02%-7,98413F-HRTimelineGroup
Founders Financial Alliance, LLC41,242$2.07M0.39%-1,43313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …39,952$2.01M0.04%+10,86313F-HRTimelineGroup
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management39,850$2M0.28%+20,94513F-HRTimelineGroup
Sterling Group Wealth Management, LLC39,703$1.99M0.99%+35,04213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY39,599$1.99M<0.01%-16,06913F-HR/ATimelineGroup
Gateway Wealth Partners, LLC32,923$1.65M0.22%-2,89213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.32,337$1.62M0.02%-4,81613F-HRTimelineGroup
Curran Financial Partners, LLC20,530$1.03M0.2%+4,78413F-HRTimeline
MANCHESTER FINANCIAL INC20,133$1.01M0.2%-10313F-HRTimeline
IFP Advisors, Inc20,024$1.01M0.03%-9,85813F-HR/ATimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…19,515$976K0.08%013F-HRTimeline
Belpointe Asset Management LLC18,835$945K0.04%-97113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,626$885K<0.01%+2,46913F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC17,069$857K0.05%-2,26813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP16,640$835K0.05%+1,00013F-HRTimeline
Global View Capital Management LLC16,606$834K0.18%-90713F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC15,898$798K0.15%-184,31613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management15,333$770K0.03%-2,39313F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC15,021$754K0.06%new13F-HRTimeline
KPP Advisory Services LLC14,720$739K0.11%new13F-HRTimeline
World Investment Advisors14,196$713K0.01%-2,21313F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.13,715$688K0.44%+14313F-HRTimeline
PITCAIRN COin group PITCAIRN CO12,456$625K0.05%013F-HRTimelineGroup
PRIVATE TRUST CO NA10,997$552K0.05%013F-HRTimeline
B & T Capital Management DBA Alpha Capi…10,440$524K0.08%-85013F-HRTimeline
IBEX WEALTH ADVISORS10,344$519K0.05%-4213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,990$501K0.01%-99913F-HRTimelineGroup
FLYNN ZITO CAPITAL MANAGEMENT, LLC9,612$482K0.18%+4,61613F-HRTimeline
David Kennon Inc9,353$469K0.17%-3,39013F-HRTimeline
D.A. DAVIDSON & CO.9,045$454K<0.01%new13F-HRTimeline
UNIQUE WEALTH, LLC8,999$452K0.07%-1,58813F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC8,848$444K0.11%-4,55913F-HRTimeline
Janney Montgomery Scott LLC8,712$437K<0.01%-35,79213F-HRTimeline
Revolve Wealth Partners, LLC7,787$391K0.05%-4,91713F-HRTimeline
Mariner, LLCin group Mariner, LLC6,819$342K<0.01%+27113F-HRTimelineGroup
Steward Partners Investment Advisory, L…5,920$297K<0.01%+6113F-HRTimeline
Portland Financial Advisors Inc5,750$289K0.62%+1,35013F-HRTimeline
Geneos Wealth Management Inc.5,664$284K0.01%+1,07913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,522$277K<0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,494$276K<0.01%+40013F-HRTimelineGroup
Snowden Capital Advisors LLC5,248$263K0.01%new13F-HRTimeline
Global Retirement Partners, LLC4,938$248K0.01%-53113F-HRTimeline
OneDigital Investment Advisors LLC4,518$227K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,493$226K<0.01%+1,22013F-HRTimelineGroup
Kingsview Wealth Management, LLC4,490$225K<0.01%-80213F-HRTimeline
Cambridge Investment Research Advisors,…4,480$225K<0.01%-2,47513F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC4,301$216K0.06%+27713F-HRTimelineGroup
Verus Financial Partners, Inc.4,100$206K0.02%013F-HRTimeline
COMERICA BANK3,000$151K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,231$61.8K0.04%+1313F-HRTimeline
Realta Investment Advisors755$37.9K0.01%013F-HRTimeline
GoalVest Advisory LLC716$35.9K0.01%-4,98413F-HRTimeline
Integrity Financial Corp /WA500$25.1K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.500$25.1K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.350$17.6K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN225$11.3K<0.01%new13F-HRTimelineGroup
NFSG Corp200$10K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC49$2.46K<0.01%-8413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA44$2K<0.01%new13F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …36$1.81K<0.01%13F-HRTimelineGroup