Funds Holding BILS

On this page, we present all of the funds holding BILS from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BILS, with a link to that fund's top holdings. The next columns indicate the amount of BILS stock held by each of the funds holding BILS, followed by the BILS position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 30 funds holding BILS within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by AJ Wealth Strategies LLC. For more details on the positions held by AJ Wealth Strategies LLC (or by any of the other funds holding BILS), click the fund name in the "Holder" column of the funds-holding-BILS table below.

HolderAmountPosition Size
($ in 1000's)
 As of
AJ Wealth Strategies LLC649,405$64,479 12/31/2022
     BILS649,405$64,479 12/31/2022
Values First Advisors Inc.64,508$6,405 12/31/2022
     BILS64,508$6,405 12/31/2022
Stapp Wealth Management Pllc62,892$6,245 12/31/2022
     BILS62,892$6,245 12/31/2022
Royal Bank of Canada62,291$6,205 09/30/2022
     BILS62,291$6,205 09/30/2022
Raymond James Financial Services Advisors Inc.60,354$6,012 09/30/2022
     BILS60,354$6,012 09/30/2022
Atria Investments LLC56,158$5,594 09/30/2022
     BILS56,158$5,594 09/30/2022
Susquehanna International Group LLP49,773$4,958 09/30/2022
     BILS49,773$4,958 09/30/2022
GWM Advisors LLC46,301$4,612 09/30/2022
     BILS46,301$4,612 09/30/2022
Jane Street Group LLC38,888$3,874 09/30/2022
     BILS38,888$3,874 09/30/2022
Cetera Advisor Networks LLC34,637$3,450 09/30/2022
     BILS34,637$3,450 09/30/2022
CWA Asset Management Group LLC32,512$3,228 12/31/2022
     BILS32,512$3,228 12/31/2022
Night Owl Capital Management LLC26,533$2,643 09/30/2022
     BILS26,533$2,643 09/30/2022
Citadel Advisors LLC23,630$2,354 09/30/2022
     BILS23,630$2,354 09/30/2022
Stratos Wealth Partners LTD.23,361$2,320 12/31/2022
     BILS23,361$2,320 12/31/2022
Asset Dedication LLC12,985$1,289 12/31/2022
     BILS12,985$1,289 12/31/2022
BCGM Wealth Management LLC10,000$992 09/30/2022
     BILS10,000$992 09/30/2022
Kohmann Bosshard Financial Services LLC9,111$905 12/31/2022
     BILS9,111$905 12/31/2022
8,239$821 09/30/2022
     BILS8,239$821 09/30/2022
Onyx Bridge Wealth Group LLC5,978$594 12/31/2022
     BILS5,978$594 12/31/2022
Financial Life Advisors5,283$526 09/30/2022
     BILS5,283$526 09/30/2022
Mutual Advisors LLC3,894$387 12/31/2022
     BILS3,894$387 12/31/2022
Advisor Group Holdings Inc.3,155$314 09/30/2022
     BILS3,155$314 09/30/2022
Sigma Planning Corp2,776$276 12/31/2022
     BILS2,776$276 12/31/2022
MCF Advisors LLC2,212$220 09/30/2022
     BILS2,212$220 09/30/2022
Worth Asset Management LLC1,063$106 12/31/2022
     BILS1,063$106 12/31/2022
Bank of America Corp DE1,015$101 09/30/2022
     BILS1,015$101 09/30/2022
Global Retirement Partners LLC800$80 09/30/2022
     BILS800$80 09/30/2022
UBS Group AG401$40 09/30/2022
     BILS401$40 09/30/2022
Valley National Advisers Inc.300$29 12/31/2022
     BILS300$29 12/31/2022
James Investment Research Inc.200$20 12/31/2022
     BILS200$20 12/31/2022
Proequities Inc.0$0 12/31/2022
     BILS0$0 12/31/2022

See Summary: Institutional Holders of BILS
See Details: Top 10 Hedge Funds Holding BILS
Also See: BILS Holdings Changes

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