DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex

TBIL

RBB FD INC US TREASURY 3 MONTH

343 institutions still hold RBB FD INC US TREASURY 3 MONTH as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74933w452·343 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 4.0%

vs prior quarter

13F value held

$2.3B

72.0% inst. owned

of float

Holders

343

+38 QoQ

filers reporting

Activity

+87 / −86

+745 added · −767 reduced

this quarter

Concentration

24.44%

MORGAN STANLEY #1

top holder share

AI Holders Summary · Q1 2026

343 institutions reported TBIL in Q1 2026. MORGAN STANLEY leads at 24.4% of the visible book. +38 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

$552M11.1M0.03%Q1 2026 02

LPL Financial LLC

$540M10.8M0.14%Q1 2026 03

RAYMOND JAMES FINANCIAL INC

$178M3.6M0.06%Q1 2026 04

WELLS FARGO & COMPANY/MN

$156M3.1M0.03%Q1 2026 05

STIFEL FINANCIAL CORP

$119M2.4M0.11%Q1 2026 06

HighTower Advisors, LLC

$89M1.8M0.09%Q1 2026 07

Obermeyer Wealth Partners

$70M1.4M3.21%Q1 2026 08

Independent Advisor Alliance

$60M1.2M0.65%Q1 2026 09

Private Advisor Group, LLC

$52M1.0M0.24%Q1 2026 10

BENJAMIN EDWARDS INC

$51M1.0M0.51%Q1 2026 11

F/m Investments LLC

$45M911K3.02%Q1 2026 12

Stratos Wealth Partners, LTD.

$45M898K0.51%Q1 2026 13

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$42M850K0.09%Q1 2026 14

JOURNEY STRATEGIC WEALTH LLC

$42M833K1.03%Q1 2026 15

COMMONWEALTH EQUITY SERVICES, LLC

$39M786K0.05%Q1 2026 16

Equitable Holdings, Inc.

$39M778K0.25%Q1 2026 17

ENVESTNET ASSET MANAGEMENT INC

$38M762K0.01%Q1 2026 18

Mirae Asset Global Investments Co., Ltd.

$35M697K0.01%Q1 2026 19

$34M689K0.01%Q1 2026 20

Integrated Wealth Concepts LLC

$31M619K0.25%Q1 2026

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