Public ownership evidence

US Treasury 6 Month Bill ETF (XBIL) Ownership Disclosures

Read XBIL insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

US Treasury 6 Month Bill ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
CARLSON FINANCIAL, INC.
Report period
2026-06-30
Available
2026-08-25
Reported shares
8,618
Value (USD)
$431,019
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002085853-26-001066
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read XBIL fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read XBIL fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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CARLSON FINANCIAL, INC.2026-06-302026-08-258,618$431,019None
CARLSON FINANCIAL, INC.2026-03-312026-08-259,609$480,721None
CARLSON FINANCIAL, INC.2025-12-312026-08-259,689$485,122None
Copia Wealth Management2026-06-302026-08-1946,523$2,326,150None
Strive Financial Group ,LLC2026-06-302026-08-180$19None
Equitable Holdings, Inc.2026-06-302026-08-1871,809$3,590,467None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,000$50,000None
FLOW TRADERS U.S. LLC2026-06-302026-08-1514,621$731,000None
RETIREMENT CAPITAL STRATEGIES2026-06-302026-08-1521,568$1,078,397None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-151,533$76,872None
ROYAL BANK OF CANADA2026-06-302026-08-151,184$59,000None
CITADEL ADVISORS LLC2026-06-302026-08-1518,560$928,000None
IHT Wealth Management, LLC2026-06-302026-08-15233,333$11,666,667None
World Investment Advisors2026-06-302026-08-1523,844$1,192,666None
GOLDMAN SACHS GROUP INC2026-06-302026-08-15142,958$7,147,900None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1518,552$927,600None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15231,681$11,584,053None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1537,112$1,855,611None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1564,181$3,209,046None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151,810$90,500None
Steward Partners Investment Advisory, LLC2026-06-302026-08-144,610$230,511None
UBS Group AG2026-06-302026-08-14530,016$26,500,800None
Creative Planning2026-06-302026-08-144,546$227,300None
MORGAN STANLEY2026-06-302026-08-14308,823$15,441,174None
MORGAN STANLEY2026-06-302026-08-1410$522None
FMR LLC2026-06-302026-08-1434,604$1,730,220None
Sun Financial Inc2026-06-302026-08-1310,678$534,685None
Curran Financial Partners, LLC2026-06-302026-08-1317,781$889,050None
Integrated Wealth Concepts LLC2026-06-302026-08-13235,122$11,756,024None
Cetera Investment Advisers2026-06-302026-08-13167,120$8,356,003None
NewEdge Advisors, LLC2026-06-302026-08-132,145$107,269None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-133,025$151,250None
Emerald Investment Advisers, LLC2026-06-302026-08-1360,674$3,033,700None
STIFEL FINANCIAL CORP2026-06-302026-08-13410,810$20,540,580None
JPMORGAN CHASE & CO2026-06-302026-08-13856$42,791None
Stratos Wealth Partners, LTD.2026-06-302026-08-1215,675$783,767None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12401$20,038None
Bull Harbor Capital LLC2026-06-302026-08-115,377$268,842None
Portland Financial Advisors Inc2026-06-302026-08-115,450$272,500None
GREAT VALLEY ADVISOR GROUP, INC.2026-06-302026-08-1110,995$549,732None
Moors & Cabot, Inc.2026-06-302026-08-11256,402$12,820,100None
Arax Advisory Partners2026-06-302026-08-1149,220$2,460,966None
Pitcairn Wealth Advisors LLC2026-06-302026-08-115,146$257,300None
DENVER WEALTH MANAGEMENT, INC.2026-06-302026-08-0810,259$512,954None
FORTRESS PRIVATE LEDGER, LLC2026-06-302026-08-084,748$237,377None
B & T Capital Management DBA Alpha Capital Management2026-06-302026-08-086,015$300,750None
LPL Financial LLC2026-06-302026-08-082,275,618$113,780,877None
Alpine Bank Wealth Management2026-06-302026-08-08147,870$7,393,500None
MML INVESTORS SERVICES, LLC2026-06-302026-08-08238,737$11,936,833None
Geneos Wealth Management Inc.2026-06-302026-08-075,957$297,850None

90-day public filing window, up to 50 source positions.

CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗Copia Wealth Management ↗Strive Financial Group ,LLC ↗Equitable Holdings, Inc. ↗OSAIC HOLDINGS, INC. ↗FLOW TRADERS U.S. LLC ↗RETIREMENT CAPITAL STRATEGIES ↗JONES FINANCIAL COMPANIES LLLP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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