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State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1
SVB Wealth
Massachusetts
$752M +$751M +8,207,335 New
Morgan Stanley
2
Morgan Stanley
New York
$392M +$67.1M +733,459 +21%
Bank of America
3
Bank of America
North Carolina
$313M +$15.7M +171,937 +5%
Ameriprise
4
Ameriprise
Minnesota
$275M +$25.5M +278,372 +10%
FM
5
Forward Management
California
$244M +$99M +1,081,234 +68%
UBS Group
6
UBS Group
Switzerland
$218M -$547M -5,981,270 -72%
SMM
7
Stadion Money Management
Georgia
$192M +$191M +2,091,720 New
SJIC
8
St. James Investment Company
Texas
$148M +$2.8M +30,627 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$147M +$20.3M +222,073 +16%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$130M -$152M -1,665,058 -54%
AII
11
AGF Investments Inc
Ontario, Canada
$123M +$13.8M +150,750 +13%
AssetMark Inc
12
AssetMark Inc
California
$109M +$99.4M +1,086,318 +1,019%
OAM
13
Oppenheimer Asset Management
New York
$109M +$13.7M +150,168 +15%
IA
14
IndexIQ Advisors
New York
$105M -$7.6M -83,018 -7%
SI
15
Scharf Investments
California
$99M +$2.71M +29,627 +3%
Wells Fargo
16
Wells Fargo
California
$84.2M +$20.4M +222,750 +32%
ACM
17
Alethea Capital Management
Washington
$75.7M +$21.1M +231,031 +39%
SEI Investments
18
SEI Investments
Pennsylvania
$69.5M +$6.51M +71,157 +10%
JPG
19
Jordan Park Group
California
$60.4M +$34.8M +380,036 +136%
CC
20
Cypress Capital
Tennessee
$39.6M +$429K +4,689 +1%
MM
21
Main Management
California
$39.5M +$18.6M +203,213 +89%
JWM
22
Jackson Wealth Management
Florida
$32.9M -$6.9M -75,358 -17%
AP
23
Arlington Partners
Alabama
$32.5M +$8.52M +93,079 +36%
BCM
24
Brasada Capital Management
Texas
$32.2M +$886K +9,681 +3%
HSBC Holdings
25
HSBC Holdings
United Kingdom
$31.8M +$31.8M +347,599 New
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