F/m US Treasury 3 Month Bill Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 02/11/2026 | 9.82 M | $489.80 M | 2.49% | 7.79% |
| MORGAN STANLEY | 02/13/2026 | 9.81 M | $489.57 M | 11.80% | 7.79% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 2.07 M | $103.23 M | 2.40% | 1.64% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1.87 M | $93.42 M | 30.07% | 1.49% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 1.86 M | $92.60 M | 6.46% | 1.47% |
| OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 01/29/2026 | 1.33 M | $66.28 M | 16.35% | 1.05% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 1.25 M | $62.54 M | 64.40% | 1.00% |
| JOURNEY STRATEGIC WEALTH LLC | 02/13/2026 | 1.07 M | $53.19 M | -2.83% | 0.85% |
| MARINER, LLC | 02/13/2026 | 1.05 M | $52.47 M | 112.45% | 0.84% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 1.04 M | $52.00 M | 9.09% | 0.82% |
| TOTAL INVESTMENT MANAGEMENT INC | 02/03/2026 | 992.87 K | $49.52 M | -1.26% | 0.79% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 914.34 K | $45.61 M | 5.56% | 0.73% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 856.00 K | $42.70 M | 4.89% | 0.68% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 802.49 K | $40.03 M | 15.65% | 0.64% |
| F/M INVESTMENTS LLC | 02/03/2026 | 802.43 K | $40.03 M | 3.20% | 0.63% |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 01/26/2026 | 713.00 K | $35.56 M | 174.23% | 0.56% |
| UBS GROUP AG | 01/29/2026 | 679.66 K | $33.90 M | -7.12% | 0.54% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 506.13 K | $25.25 M | 0.49% | 0.40% |
| REVOLVE WEALTH PARTNERS, LLC | 01/20/2026 | 485.57 K | $24.22 M | -4.93% | 0.38% |
| CENTRAL TRUST CO | 02/02/2026 | 428.93 K | $21.39 M | -9.50% | 0.34% |
| SCOTIA CAPITAL INC. | 02/12/2026 | 389.02 K | $19.40 M | -25.30% | 0.31% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 334.53 K | $16.69 M | 11.47% | 0.27% |
| AVIDIAN WEALTH SOLUTIONS, LLC | 02/02/2026 | 299.10 K | $14.92 M | 65.87% | 0.24% |
| VANWEELDEN WEALTH MANAGEMENT, LLC | 02/02/2026 | 283.62 K | $14.15 M | 1.16% | 0.22% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 269.25 K | $13.43 M | -3.05% | 0.21% |
| FAMILY OFFICE RESEARCH LLC | 02/09/2026 | 268.08 K | $13.41 M | -22.26% | 0.21% |
| GENERATION CAPITAL MANAGEMENT LLC | 02/13/2026 | 260.69 K | $13.00 M | 3.49% | 0.21% |
| CAPITAL INVESTMENT COUNSEL, INC | 01/23/2026 | 261.39 K | $13.04 M | 72.00% | 0.21% |
| LIDO ADVISORS, LLC | 02/10/2026 | 252.42 K | $12.62 M | 0.00% | 0.20% |
| WEALTHQUEST CORP | 02/09/2026 | 250.20 K | $12.48 M | 10.92% | 0.20% |
| STERLING GROUP WEALTH MANAGEMENT, LLC | 01/27/2026 | 228.48 K | $11.40 M | 26.19% | 0.18% |
| DIVERGENT PLANNING, LLC | 01/12/2026 | 227.38 K | $11.35 M | 9.36% | 0.18% |
| ALPINE BANK WEALTH MANAGEMENT | 01/15/2026 | 222.96 K | $11.12 M | 28.53% | 0.18% |
| STRAIT & SOUND WEALTH MANAGEMENT LLC | 02/04/2026 | 221.66 K | $11.06 M | -6.73% | 0.18% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 217.11 K | $10.83 M | -6.18% | 0.17% |
| JPMORGAN CHASE & CO | 02/11/2026 | 212.61 K | $10.60 M | -19.81% | 0.17% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 190.01 K | $9.48 M | 100.00% | 0.15% |
| IFG ADVISORY, LLC | 02/10/2026 | 187.99 K | $9.38 M | 12.65% | 0.15% |
| COIGN CAPITAL ADVISORS LLC | 01/20/2026 | 188.37 K | $9.40 M | -13.72% | 0.15% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 177.91 K | $8.87 M | -63.74% | 0.14% |
| B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEMENT | 02/13/2026 | 177.74 K | $8.87 M | 17.38% | 0.14% |
| MONEY CONCEPTS CAPITAL CORP | 02/04/2026 | 170.52 K | $8.51 M | -1.98% | 0.13% |
| PINNACLE WEALTH MANAGEMENT GROUP, INC. | 01/23/2026 | 167.99 K | $8.38 M | 2.01% | 0.13% |
| MBL WEALTH, LLC | 01/21/2026 | 151.50 K | $7.56 M | 283.76% | 0.12% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2026 | 150.87 K | $7.53 M | 18.91% | 0.12% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 149.75 K | $7.47 M | 49.59% | 0.12% |
| RFG ADVISORY, LLC | 02/03/2026 | 149.54 K | $7.46 M | 13.95% | 0.12% |
| BOYUM WEALTH ARCHITECTS LLC | 01/26/2026 | 147.12 K | $7.35 M | 34.50% | 0.12% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 02/09/2026 | 145.63 K | $7.26 M | 19.67% | 0.12% |
| PROACTIVE WEALTH STRATEGIES LLC | 02/05/2026 | 144.66 K | $7.22 M | 9.30% | 0.11% |
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F/m US Treasury 3 Month Bill Fund institutional Ownership - FAQ's
During the previous two years, 342 institutional investors and hedge funds held shares of F/m US Treasury 3 Month Bill Fund. The most heavily invested institutionals were:
LPL Financial LLC: 9.82 M
MORGAN STANLEY: 9.81 M
STIFEL FINANCIAL CORP: 2.07 M
WELLS FARGO & COMPANY/MN: 1.87 M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 1.86 M
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP: 1.33 M
12.78% of F/m US Treasury 3 Month Bill Fund stock is owned by institutional investors.
Institutional investors have bought a total of 57.72 M shares in the last 24 months. This purchase volume represents approximately $2.88 B in transactions.