SEC 13F Intelligence

UNITED STATES TREASURY BILLS BILL

CUSIP 912796Z51

United States Treasury Bills Bill has 1 institutional holders in Filings Flow’s 13F database, together reporting 1.2K shares worth $1M as of Q3 2023. The largest reported holders are Pacer Advisors, Inc., Heritage Wealth Partners, LLC, and Org Partners LLC.

Institutional Holders
1
Q3 2023
Reported Value
$1M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q1 ’23: 1Q1 ’23Q2 ’23: 4Q2 ’23Q3 ’23: 1Q3 ’23filingsflow.com
Total reported value
Q1 ’23: $7MQ1 ’23Q2 ’23: $454MQ2 ’23Q3 ’23: $1MQ3 ’23filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
ORG Partners LLC$568M AUM0.81%$5M5.0KQ2 2023OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.34%$1M1.2KQ3 2023
Cornerstone Planning Group LLC$749M AUM0.05%$115,019116Q2 2023OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.