Who Owns F/M U S TREASURY (TBIL)? -- Institutional Holders (2026-03-31)

345 institutions reported holding $3.23B of F/M U S TREASURY (TBIL) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($551.6M), LPL Financial LLC ($540.0M), RAYMOND JAMES FINANCIAL INC ($178.5M), WELLS FARGO & COMPANY/MN ($155.6M), STIFEL FINANCIAL CORP ($118.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$551.6M11.1MAdded
2LPL Financial LLC$540.0M10.8MAdded
3RAYMOND JAMES FINANCIAL INC$178.5M3.6MAdded
4WELLS FARGO & COMPANY/MN$155.6M3.1MAdded
5STIFEL FINANCIAL CORP$118.9M2.4MAdded
6HighTower Advisors, LLC$89.2M1.8MAdded
7Obermeyer Wealth Partners$69.7M1.4MAdded
8Independent Advisor Alliance$60.3M1.2MAdded
9Private Advisor Group, LLC$51.8M1.0MAdded
10BENJAMIN EDWARDS INC$51.5M1.0MTrimmed
11F/m Investments LLC$45.4M911,142Added
12Stratos Wealth Partners, LTD.$44.8M897,548Added
13WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$42.4M849,566Trimmed
14JOURNEY STRATEGIC WEALTH LLC$41.5M832,583Trimmed
15COMMONWEALTH EQUITY SERVICES, LLC$39.2M786,140Trimmed
16Equitable Holdings, Inc.$38.8M777,872Added
17ENVESTNET ASSET MANAGEMENT INC$38.0M761,639Trimmed
18Mirae Asset Global Investments Co., Ltd.$34.8M697,000Trimmed
19UBS Group AG$34.3M688,894Added
20Integrated Wealth Concepts LLC$30.9M619,227Added
21MML INVESTORS SERVICES, LLC$30.9M618,778Trimmed
22Steward Partners Investment Advisory, LLC$27.9M559,497Added
23Savvy Advisors, Inc.$23.6M472,758Added
24Capital Investment Counsel, Inc$22.9M458,779Added
25Cetera Investment Advisers$22.2M444,339Added

Source: SEC Form 13F filings · as of 2026-03-31