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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 12.84 M | $639.98 M | 16.03% | 9.04% |
| LPL FINANCIAL LLC | 08/07/2026 | 11.18 M | $557.55 M | 3.24% | 7.88% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 3.55 M | $177.06 M | 48.94% | 2.50% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 3.54 M | $176.65 M | -1.01% | 2.50% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 3.35 M | $167.26 M | 7.47% | 2.36% |
| OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 07/29/2026 | 1.50 M | $74.71 M | 7.16% | 1.06% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 1.08 M | $54.09 M | 4.43% | 0.76% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 1.07 M | $53.13 M | 3.20% | 0.75% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 994.83 K | $49.60 M | 30.62% | 0.70% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 951.43 K | $47.44 M | 21.02% | 0.67% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 896.61 K | $44.70 M | -49.89% | 0.63% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 833.24 K | $41.60 M | -1.92% | 0.59% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 832.05 K | $41.49 M | 34.47% | 0.59% |
| F/M INVESTMENTS LLC | 08/05/2026 | 825.44 K | $41.15 M | -9.41% | 0.58% |
| UBS GROUP AG | 08/13/2026 | 668.13 K | $33.31 M | -3.01% | 0.47% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 655.21 K | $32.67 M | -15.77% | 0.46% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 624.38 K | $31.13 M | 0.83% | 0.44% |
| NEUBERGER BERMAN GROUP LLC | 08/13/2026 | 590.93 K | $29.46 M | 93.13% | 0.42% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 562.32 K | $28.04 M | 0.51% | 0.40% |
| CAPITAL INVESTMENT COUNSEL, INC | 07/27/2026 | 528.87 K | $26.37 M | 15.28% | 0.37% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 493.76 K | $24.62 M | 27.26% | 0.35% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 473.00 K | $23.58 M | 6.45% | 0.33% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 425.97 K | $21.24 M | 41.31% | 0.30% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 399.09 K | $19.90 M | -2.67% | 0.28% |
| IBEX WEALTH ADVISORS | 07/27/2026 | 390.21 K | $19.46 M | -0.16% | 0.27% |
| CENTRAL TRUST CO | 07/31/2026 | 385.89 K | $19.24 M | 1.83% | 0.27% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 384.42 K | $19.17 M | -57.17% | 0.27% |
| JPMORGAN CHASE & CO | 08/12/2026 | 356.75 K | $17.78 M | -14.71% | 0.25% |
| SAVVY ADVISORS, INC. | 08/03/2026 | 347.02 K | $17.30 M | -26.60% | 0.24% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 08/06/2026 | 345.27 K | $17.22 M | -16.88% | 0.24% |
| PROACTIVE WEALTH STRATEGIES LLC | 08/10/2026 | 332.35 K | $16.57 M | 0.40% | 0.23% |
| B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEMENT | 08/07/2026 | 326.05 K | $16.26 M | 167.51% | 0.23% |
| MARINER, LLC | 08/13/2026 | 314.92 K | $15.70 M | -29.08% | 0.22% |
| STERLING GROUP WEALTH MANAGEMENT, LLC | 08/03/2026 | 292.95 K | $14.61 M | 6.41% | 0.21% |
| ALPINE BANK WEALTH MANAGEMENT | 08/07/2026 | 292.45 K | $14.58 M | 32.80% | 0.21% |
| FAMILY OFFICE RESEARCH LLC | 07/27/2026 | 278.26 K | $13.87 M | 20.14% | 0.20% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 266.16 K | $13.27 M | 145.74% | 0.19% |
| AVIDIAN WEALTH SOLUTIONS, LLC | 07/24/2026 | 264.28 K | $13.18 M | -7.52% | 0.19% |
| MBL WEALTH, LLC | 07/15/2026 | 258.05 K | $12.87 M | 14.76% | 0.18% |
| VANWEELDEN WEALTH MANAGEMENT, LLC | 08/12/2026 | 254.38 K | $12.68 M | 3,577.58% | 0.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 252.53 K | $12.59 M | 100.00% | 0.18% |
| GENERATION CAPITAL MANAGEMENT LLC | 08/13/2026 | 251.39 K | $12.53 M | -2.81% | 0.18% |
| STRAIT & SOUND WEALTH MANAGEMENT LLC | 08/18/2026 | 243.99 K | $12.17 M | 2.18% | 0.17% |
| TOROSO INVESTMENTS, LLC | 08/13/2026 | 235.70 K | $11.75 M | -26.52% | 0.17% |
| CREATIVE PLANNING | 08/13/2026 | 233.33 K | $11.63 M | 25.91% | 0.16% |
| TCFG INVESTMENT ADVISORS, LLC | 07/17/2026 | 229.92 K | $11.46 M | -23.38% | 0.16% |
| WEALTHQUEST CORP | 07/23/2026 | 221.79 K | $11.06 M | -9.02% | 0.16% |
| PINNACLE FINANCIAL PARTNERS, INC. | 08/14/2026 | 219.12 K | $10.93 M | -21.15% | 0.15% |
| EP WEALTH ADVISORS, LLC | 08/12/2026 | 201.41 K | $10.04 M | -5.84% | 0.14% |
| REVOLVE WEALTH PARTNERS, LLC | 07/09/2026 | 194.14 K | $9.68 M | 47.22% | 0.14% |
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F/m US Treasury 3 Month Bill Fund institutional Ownership - FAQ's
During the previous two years, 397 institutional investors and hedge funds held shares of F/m US Treasury 3 Month Bill Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 12.84 M
LPL Financial LLC: 11.18 M
STIFEL FINANCIAL CORP: 3.55 M
RAYMOND JAMES FINANCIAL INC: 3.54 M
WELLS FARGO & COMPANY/MN: 3.35 M
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP: 1.5 M
45.99% of F/m US Treasury 3 Month Bill Fund stock is owned by institutional investors.
Institutional investors have bought a total of 70.05 M shares in the last 24 months. This purchase volume represents approximately $3.50 B in transactions.