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 | 05/15/2026 | 11.06 M | $551.56 M | 12.71% | 7.94% |
| LPL FINANCIAL LLC | 05/06/2026 | 10.83 M | $540.03 M | 10.30% | 7.77% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 3.58 M | $178.45 M | 49.56% | 2.57% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 3.12 M | $155.63 M | 66.66% | 2.24% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 2.38 M | $118.89 M | 15.21% | 1.71% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 1.79 M | $89.21 M | 2,796.65% | 1.28% |
| OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 04/21/2026 | 1.40 M | $69.71 M | 5.22% | 1.00% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 1.21 M | $60.33 M | 2,263.75% | 0.87% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 1.04 M | $51.80 M | 29.46% | 0.75% |
| BENJAMIN EDWARDS INC | 05/12/2026 | 1.03 M | $51.48 M | -0.97% | 0.74% |
| F/M INVESTMENTS LLC | 05/11/2026 | 911.14 K | $45.42 M | 13.55% | 0.65% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 897.55 K | $44.75 M | 626.77% | 0.64% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 849.57 K | $42.38 M | -54.21% | 0.61% |
| JOURNEY STRATEGIC WEALTH LLC | 04/15/2026 | 832.58 K | $41.51 M | -21.93% | 0.60% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 786.14 K | $39.20 M | -8.16% | 0.56% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 777.87 K | $38.80 M | 259.96% | 0.56% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 761.64 K | $37.98 M | -16.70% | 0.55% |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 05/04/2026 | 697.00 K | $34.75 M | -2.24% | 0.50% |
| UBS GROUP AG | 05/05/2026 | 688.89 K | $34.35 M | 1.36% | 0.49% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 619.23 K | $30.87 M | 248.07% | 0.44% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 618.78 K | $30.85 M | -50.65% | 0.44% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 559.50 K | $27.90 M | 67.25% | 0.40% |
| SAVVY ADVISORS, INC. | 05/11/2026 | 472.76 K | $23.57 M | 5,355.32% | 0.34% |
| CAPITAL INVESTMENT COUNSEL, INC | 04/21/2026 | 458.78 K | $22.87 M | 75.52% | 0.33% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 444.34 K | $22.15 M | 8.45% | 0.32% |
| MARINER, LLC | 05/13/2026 | 444.06 K | $22.14 M | -57.79% | 0.32% |
| JPMORGAN CHASE & CO | 05/13/2026 | 418.27 K | $20.86 M | 96.74% | 0.30% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 05/05/2026 | 415.37 K | $20.71 M | 185.21% | 0.30% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 410.02 K | $20.44 M | 88.86% | 0.29% |
| TOTAL INVESTMENT MANAGEMENT INC | 04/13/2026 | 391.23 K | $19.51 M | -60.60% | 0.28% |
| IBEX WEALTH ADVISORS | 04/30/2026 | 390.83 K | $19.49 M | 19.67% | 0.28% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 387.99 K | $19.35 M | -23.34% | 0.28% |
| CENTRAL TRUST CO | 04/17/2026 | 378.96 K | $18.89 M | -11.65% | 0.27% |
| SCOTIA CAPITAL INC. | 05/13/2026 | 347.87 K | $17.34 M | -10.58% | 0.25% |
| PROACTIVE WEALTH STRATEGIES LLC | 04/29/2026 | 331.02 K | $16.50 M | 128.83% | 0.24% |
| TOROSO INVESTMENTS, LLC | 05/15/2026 | 320.75 K | $15.99 M | 216.24% | 0.23% |
| NEUBERGER BERMAN GROUP LLC | 05/14/2026 | 305.98 K | $15.26 M | 102.81% | 0.22% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 301.44 K | $15.03 M | -60.06% | 0.22% |
| TCFG WEALTH MANAGEMENT, LLC | 04/24/2026 | 300.07 K | $14.96 M | 6,388.00% | 0.22% |
| 05/06/2026 | 300.07 K | $14.96 M | 100.00% | 0.22% | |
| AVIDIAN WEALTH SOLUTIONS, LLC | 05/07/2026 | 285.77 K | $14.25 M | -4.45% | 0.21% |
| 05/14/2026 | 277.90 K | $13.86 M | 38.27% | 0.20% | |
| STERLING GROUP WEALTH MANAGEMENT, LLC | 05/04/2026 | 275.30 K | $13.73 M | 20.49% | 0.20% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 259.37 K | $12.93 M | 36.50% | 0.19% |
| GENERATION CAPITAL MANAGEMENT LLC | 05/08/2026 | 258.65 K | $12.90 M | -0.78% | 0.19% |
| WEALTHQUEST CORP | 06/03/2026 | 243.79 K | $12.16 M | -2.56% | 0.17% |
| STRAIT & SOUND WEALTH MANAGEMENT LLC | 05/18/2026 | 238.78 K | $11.91 M | 7.72% | 0.17% |
| FAMILY OFFICE RESEARCH LLC | 05/13/2026 | 231.61 K | $11.55 M | -13.60% | 0.17% |
| MBL WEALTH, LLC | 04/28/2026 | 224.87 K | $11.21 M | 48.43% | 0.16% |
| ALPINE BANK WEALTH MANAGEMENT | 04/21/2026 | 220.21 K | $10.98 M | -1.23% | 0.16% |
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F/m US Treasury 3 Month Bill Fund institutional Ownership - FAQ's
During the previous two years, 352 institutional investors and hedge funds held shares of F/m US Treasury 3 Month Bill Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 11.06 M
LPL Financial LLC: 10.83 M
RAYMOND JAMES FINANCIAL INC: 3.58 M
WELLS FARGO & COMPANY/MN: 3.12 M
STIFEL FINANCIAL CORP: 2.38 M
HighTower Advisors, LLC: 1.79 M
46.52% of F/m US Treasury 3 Month Bill Fund stock is owned by institutional investors.
Institutional investors have bought a total of 67.22 M shares in the last 24 months. This purchase volume represents approximately $3.35 B in transactions.