Who Owns F/M U S (TBIL)? -- Institutional Holders (2026-06-30)

352 institutions reported holding $3.25B of F/M U S (TBIL) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($640.0M), LPL Financial LLC ($557.5M), STIFEL FINANCIAL CORP ($177.1M), RAYMOND JAMES FINANCIAL INC ($176.7M), WELLS FARGO & COMPANY/MN ($167.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$640.0M12.8MAdded
2LPL Financial LLC$557.5M11.2MAdded
3STIFEL FINANCIAL CORP$177.1M3.6MAdded
4RAYMOND JAMES FINANCIAL INC$176.7M3.5MTrimmed
5WELLS FARGO & COMPANY/MN$167.3M3.4MAdded
6Obermeyer Wealth Partners$74.7M1.5MAdded
7Private Advisor Group, LLC$54.1M1.1MAdded
8BENJAMIN EDWARDS INC$53.1M1.1MAdded
9ENVESTNET ASSET MANAGEMENT INC$49.6M994,825Added
10COMMONWEALTH EQUITY SERVICES, LLC$47.4M951,425Added
11HighTower Advisors, LLC$44.7M896,609Trimmed
12WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$41.6M833,243Trimmed
13MML INVESTORS SERVICES, LLC$41.5M832,046Added
14F/m Investments LLC$41.2M825,437Trimmed
15UBS Group AG$33.3M668,134Trimmed
16Equitable Holdings, Inc.$32.7M655,209Trimmed
17Integrated Wealth Concepts LLC$31.1M624,381Added
18NEUBERGER BERMAN GROUP LLC$29.5M590,929Added
19Steward Partners Investment Advisory, LLC$28.0M562,324Added
20Capital Investment Counsel, Inc$26.4M528,870Added
21Cambridge Investment Research Advisors, Inc.$24.6M493,762Added
22Cetera Investment Advisers$23.6M472,998Added
23AQR CAPITAL MANAGEMENT LLC$21.2M425,965Added
24Kestra Advisory Services, LLC$19.9M399,088Trimmed
25IBEX WEALTH ADVISORS$19.5M390,210Trimmed

Source: SEC Form 13F filings · as of 2026-06-30