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 225 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 Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding BILS), click the fund name in the "Holder" column of the funds-holding-BILS table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Bank of America Corp DE | 1,974,069 | $195,670 | 12/31/2023 |
BILS | 1,974,069 | $195,670 | 12/31/2023 |
CWM LLC | 1,684,629 | $167,486 | 03/31/2024 |
BILS | 1,684,629 | $167,486 | 03/31/2024 |
LPL Financial LLC | 1,497,071 | $148,390 | 12/31/2023 |
BILS | 1,497,071 | $148,390 | 12/31/2023 |
HM Payson & Co. | 1,170,653 | $116,035 | 12/31/2023 |
BILS | 1,170,653 | $116,035 | 12/31/2023 |
Renaissance Technologies LLC | 749,600 | $74,300 | 12/31/2023 |
BILS | 749,600 | $74,300 | 12/31/2023 |
Advisor Group Holdings Inc. | 736,704 | $73,023 | 12/31/2023 |
BILS | 736,704 | $73,023 | 12/31/2023 |
Ameriprise Financial Inc. | 671,293 | $65,889 | 12/31/2023 |
BILS | 671,293 | $65,889 | 12/31/2023 |
Partners Capital Investment Group LLP | 628,400 | $62,287 | 12/31/2023 |
BILS | 628,400 | $62,287 | 12/31/2023 |
Fortis Group Advisors LLC | 604,176 | $60,182 | 12/31/2023 |
BILS | 604,176 | $60,182 | 12/31/2023 |
Envestnet Asset Management Inc. | 602,241 | $59,694 | 12/31/2023 |
BILS | 602,241 | $59,694 | 12/31/2023 |
Proficio Capital Partners LLC | 567,742 | $56,294 | 12/31/2023 |
BILS | 567,742 | $56,294 | 12/31/2023 |
Coldstream Capital Management Inc. | 451,187 | $44,722 | 12/31/2023 |
BILS | 451,187 | $44,722 | 12/31/2023 |
Sargent Investment Group LLC | 391,674 | $38,823 | 12/31/2023 |
BILS | 391,674 | $38,823 | 12/31/2023 |
Royal Bank of Canada | 352,124 | $34,903 | 12/31/2023 |
BILS | 352,124 | $34,903 | 12/31/2023 |
Stephens Inc. AR | 307,641 | $30,493 | 12/31/2023 |
BILS | 307,641 | $30,493 | 12/31/2023 |
CWA Asset Management Group LLC | 248,974 | $24,678 | 12/31/2023 |
BILS | 248,974 | $24,678 | 12/31/2023 |
Commonwealth Equity Services LLC | 242,572 | $24,044 | 12/31/2023 |
BILS | 242,572 | $24,044 | 12/31/2023 |
Altiora Financial Group LLC | 226,368 | $22,506 | 03/31/2024 |
BILS | 226,368 | $22,506 | 03/31/2024 |
Pecaut & CO. | 224,892 | $22,291 | 12/31/2023 |
BILS | 224,892 | $22,291 | 12/31/2023 |
Truist Financial Corp | 208,325 | $20,649 | 12/31/2023 |
BILS | 208,325 | $20,649 | 12/31/2023 |
Epoch Investment Partners Inc. | 204,255 | $20,246 | 12/31/2023 |
BILS | 204,255 | $20,246 | 12/31/2023 |
Waldron Private Wealth LLC | 198,303 | $19,655 | 12/31/2023 |
BILS | 198,303 | $19,655 | 12/31/2023 |
Napa Wealth Management | 191,649 | $18,996 | 12/31/2023 |
BILS | 191,649 | $18,996 | 12/31/2023 |
Ndwm LLC | 183,452 | $18,239 | 03/31/2024 |
BILS | 183,452 | $18,239 | 03/31/2024 |
GeoWealth Management LLC | 179,843 | $17,826 | 12/31/2023 |
BILS | 179,843 | $17,826 | 12/31/2023 |
Petredis Investment Advisors LLC | 170,604 | $16,910 | 12/31/2023 |
BILS | 170,604 | $16,910 | 12/31/2023 |
Ashton Thomas Private Wealth LLC | 161,030 | $16,010 | 03/31/2024 |
BILS | 161,030 | $16,010 | 03/31/2024 |
Iams Wealth Management LLC | 159,942 | $15,895 | 03/31/2024 |
BILS | 159,942 | $15,895 | 03/31/2024 |
Kelman Lazarov Inc. | 154,951 | $15,359 | 12/31/2023 |
BILS | 154,951 | $15,359 | 12/31/2023 |
Choate Investment Advisors | 152,827 | $15,148 | 12/31/2023 |
BILS | 152,827 | $15,148 | 12/31/2023 |
TMD Wealth Management LLC | 147,414 | $14,612 | 12/31/2023 |
BILS | 147,414 | $14,612 | 12/31/2023 |
Peak Asset Management LLC | 133,065 | $13,189 | 12/31/2023 |
BILS | 133,065 | $13,189 | 12/31/2023 |
Raymond James & Associates | 131,923 | $13,116 | 03/31/2024 |
BILS | 131,923 | $13,116 | 03/31/2024 |
Delos Wealth Advisors LLC | 130,864 | $12,971 | 12/31/2023 |
BILS | 130,864 | $12,971 | 12/31/2023 |
Centaurus Financial Inc. | 129,127 | $12,799 | 12/31/2023 |
BILS | 129,127 | $12,799 | 12/31/2023 |
Dakota Wealth Management | 128,714 | $12,758 | 12/31/2023 |
BILS | 128,714 | $12,758 | 12/31/2023 |
Integrated Wealth Concepts LLC | 125,377 | $12,427 | 12/31/2023 |
BILS | 125,377 | $12,427 | 12/31/2023 |
Warren Averett Asset Management LLC | 123,162 | $12,208 | 12/31/2023 |
BILS | 123,162 | $12,208 | 12/31/2023 |
AlphaCore Capital LLC | 123,027 | $12,194 | 12/31/2023 |
BILS | 123,027 | $12,194 | 12/31/2023 |
UBS Group AG | 120,701 | $11,964 | 12/31/2023 |
BILS | 120,701 | $11,964 | 12/31/2023 |
Cerity Partners LLC | 114,225 | $11,322 | 12/31/2023 |
BILS | 114,225 | $11,322 | 12/31/2023 |
Cetera Advisor Networks LLC | 113,369 | $11,237 | 12/31/2023 |
BILS | 113,369 | $11,237 | 12/31/2023 |
Beacon Capital Management Inc. | 110,577 | $10,948 | 03/31/2024 |
BILS | 110,577 | $10,948 | 03/31/2024 |
Treasure Coast Financial Planning | 106,125 | $10,519 | 12/31/2023 |
BILS | 106,125 | $10,519 | 12/31/2023 |
Prospera Financial Services Inc | 100,228 | $9,935 | 12/31/2023 |
BILS | 100,228 | $9,935 | 12/31/2023 |
Flagship Harbor Advisors LLC | 98,072 | $9,750 | 03/31/2024 |
BILS | 98,072 | $9,750 | 03/31/2024 |
Austin Wealth Management LLC | 93,792 | $9,312 | 12/31/2023 |
BILS | 93,792 | $9,312 | 12/31/2023 |
Legacy CG LLC | 91,628 | $9,110 | 03/31/2024 |
BILS | 91,628 | $9,110 | 03/31/2024 |
EP Wealth Advisors LLC | 90,278 | $8,948 | 12/31/2023 |
BILS | 90,278 | $8,948 | 12/31/2023 |
Portland Global Advisors LLC | 88,236 | $8,746 | 12/31/2023 |
BILS | 88,236 | $8,746 | 12/31/2023 |
Private Advisor Group LLC | 83,959 | $8,322 | 12/31/2023 |
BILS | 83,959 | $8,322 | 12/31/2023 |
Equitable Holdings Inc. | 74,564 | $7,391 | 12/31/2023 |
BILS | 74,564 | $7,391 | 12/31/2023 |
Atlas Private Wealth Advisors | 73,798 | $7,316 | 12/31/2023 |
BILS | 73,798 | $7,316 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 73,673 | $7,302 | 12/31/2023 |
BILS | 73,673 | $7,302 | 12/31/2023 |
Money Concepts Capital Corp | 71,893 | $7,126 | 12/31/2023 |
BILS | 71,893 | $7,126 | 12/31/2023 |
Kestra Advisory Services LLC | 69,526 | $6,891 | 12/31/2023 |
BILS | 69,526 | $6,891 | 12/31/2023 |
Global Assets Advisory LLC | 67,805 | $6,741 | 03/31/2024 |
BILS | 67,805 | $6,741 | 03/31/2024 |
Financial Advocates Investment Management | 65,310 | $6,474 | 12/31/2023 |
BILS | 65,310 | $6,474 | 12/31/2023 |
Stratos Wealth Partners LTD. | 64,529 | $6,416 | 03/31/2024 |
BILS | 64,529 | $6,416 | 03/31/2024 |
Woodard & Co. Asset Management Group Inc. ADV | 59,225 | $5,870 | 12/31/2023 |
BILS | 59,225 | $5,870 | 12/31/2023 |
Smithfield Trust Co. | 57,280 | $5,678 | 12/31/2023 |
BILS | 57,280 | $5,678 | 12/31/2023 |
CoreCap Advisors LLC | 56,036 | $5,554 | 12/31/2023 |
BILS | 56,036 | $5,554 | 12/31/2023 |
Janney Montgomery Scott LLC | 55,921 | $5,543 | 12/31/2023 |
BILS | 55,921 | $5,543 | 12/31/2023 |
Priebe Wealth Holdings LLC | 51,977 | $5,168 | 03/31/2024 |
BILS | 51,977 | $5,168 | 03/31/2024 |
Kingfisher Capital LLC | 51,323 | $5,087 | 12/31/2023 |
BILS | 51,323 | $5,087 | 12/31/2023 |
GWM Advisors LLC | 50,433 | $5,000 | 12/31/2023 |
BILS | 50,433 | $5,000 | 12/31/2023 |
Rockefeller Capital Management L.P. | 50,146 | $4,970 | 12/31/2023 |
BILS | 50,146 | $4,970 | 12/31/2023 |
ST Germain D J Co. Inc. | 49,828 | $4,954 | 03/31/2024 |
BILS | 49,828 | $4,954 | 03/31/2024 |
Eagle Bay Advisors LLC | 47,204 | $4,679 | 12/31/2023 |
BILS | 47,204 | $4,679 | 12/31/2023 |
Atria Investments LLC | 45,998 | $4,559 | 12/31/2023 |
BILS | 45,998 | $4,559 | 12/31/2023 |
MML Investors Services LLC | 45,910 | $4,551 | 12/31/2023 |
BILS | 45,910 | $4,551 | 12/31/2023 |
Ronald Blue Trust Inc. | 44,964 | $4,471 | 12/31/2023 |
BILS | 44,964 | $4,471 | 12/31/2023 |
Quadrant Capital Group LLC | 45,000 | $4,460 | 12/31/2023 |
BILS | 45,000 | $4,460 | 12/31/2023 |
Trinity Legacy Partners LLC | 44,592 | $4,420 | 12/31/2023 |
BILS | 44,592 | $4,420 | 12/31/2023 |
Curi Capital | 44,388 | $4,400 | 12/31/2023 |
BILS | 44,388 | $4,400 | 12/31/2023 |
GYL Financial Synergies LLC | 40,915 | $4,055 | 12/31/2023 |
BILS | 40,915 | $4,055 | 12/31/2023 |
Auour Investments LLC | 40,635 | $4,039 | 12/31/2023 |
BILS | 40,635 | $4,039 | 12/31/2023 |
Cetera Investment Advisers | 36,915 | $3,659 | 12/31/2023 |
BILS | 36,915 | $3,659 | 12/31/2023 |
Carr Financial Group Corp | 36,359 | $3,604 | 12/31/2023 |
BILS | 36,359 | $3,604 | 12/31/2023 |
Private Portfolio Partners LLC | 34,616 | $3,431 | 12/31/2023 |
BILS | 34,616 | $3,431 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 34,441 | $3,424 | 03/31/2024 |
BILS | 34,441 | $3,424 | 03/31/2024 |
IFP Advisors Inc | 34,543 | $3,424 | 12/31/2023 |
BILS | 34,543 | $3,424 | 12/31/2023 |
Vectors Research Management LLC | 33,391 | $3,349 | 12/31/2023 |
BILS | 33,391 | $3,349 | 12/31/2023 |
Courier Capital LLC | 32,824 | $3,263 | 03/31/2024 |
BILS | 32,824 | $3,263 | 03/31/2024 |
Pine Valley Investments Ltd Liability Co | 32,247 | $3,196 | 12/31/2023 |
BILS | 32,247 | $3,196 | 12/31/2023 |
Onyx Bridge Wealth Group LLC | 29,337 | $2,908 | 12/31/2023 |
BILS | 29,337 | $2,908 | 12/31/2023 |
Studio Investment Management LLC | 28,910 | $2,866 | 12/31/2023 |
BILS | 28,910 | $2,866 | 12/31/2023 |
Orion Portfolio Solutions LLC | 28,304 | $2,808 | 12/31/2023 |
BILS | 28,304 | $2,808 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 27,293 | $2,705 | 12/31/2023 |
BILS | 27,293 | $2,705 | 12/31/2023 |
DB Wealth Management Group LLC | 26,986 | $2,675 | 12/31/2023 |
BILS | 26,986 | $2,675 | 12/31/2023 |
Townsquare Capital LLC | 26,391 | $2,616 | 12/31/2023 |
BILS | 26,391 | $2,616 | 12/31/2023 |
WealthTrust Asset Management LLC | 25,073 | $2,485 | 12/31/2023 |
BILS | 25,073 | $2,485 | 12/31/2023 |
Schwab Charitable Fund | 24,634 | $2,442 | 12/31/2023 |
BILS | 24,634 | $2,442 | 12/31/2023 |
Smartleaf Asset Management LLC | 24,209 | $2,399 | 12/31/2023 |
BILS | 24,209 | $2,399 | 12/31/2023 |
Alpha Financial Partners LLC | 24,098 | $2,389 | 12/31/2023 |
BILS | 24,098 | $2,389 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 22,257 | $2,213 | 03/31/2024 |
BILS | 22,257 | $2,213 | 03/31/2024 |
Total Clarity Wealth Management Inc. | 20,640 | $2,046 | 12/31/2023 |
BILS | 20,640 | $2,046 | 12/31/2023 |
Cetera Advisors LLC | 20,306 | $2,013 | 12/31/2023 |
BILS | 20,306 | $2,013 | 12/31/2023 |
Stratos Wealth Advisors LLC | 20,207 | $2,009 | 03/31/2024 |
BILS | 20,207 | $2,009 | 03/31/2024 |
Ameritas Advisory Services LLC | 19,790 | $1,963 | 12/31/2023 |
BILS | 19,790 | $1,963 | 12/31/2023 |
Belpointe Asset Management LLC | 17,839 | $1,768 | 12/31/2023 |
BILS | 17,839 | $1,768 | 12/31/2023 |
Fortis Capital Advisors LLC | 17,839 | $1,768 | 12/31/2023 |
BILS | 17,839 | $1,768 | 12/31/2023 |
Avantax Advisory Services Inc. | 16,478 | $1,633 | 12/31/2023 |
BILS | 16,478 | $1,633 | 12/31/2023 |
Parsons Capital Management Inc. RI | 15,175 | $1,509 | 03/31/2024 |
BILS | 15,175 | $1,509 | 03/31/2024 |
Stifel Financial Corp | 14,643 | $1,451 | 12/31/2023 |
BILS | 14,643 | $1,451 | 12/31/2023 |
Capital Advisors Ltd. LLC | 14,549 | $1,446 | 03/31/2024 |
BILS | 14,549 | $1,446 | 03/31/2024 |
MCF Advisors LLC | 14,332 | $1,425 | 03/31/2024 |
BILS | 14,332 | $1,425 | 03/31/2024 |
Mariner LLC | 14,260 | $1,413 | 12/31/2023 |
BILS | 14,260 | $1,413 | 12/31/2023 |
Advance Capital Management Inc. | 13,677 | $1,360 | 03/31/2024 |
BILS | 13,677 | $1,360 | 03/31/2024 |
WJ Wealth Management LLC | 13,610 | $1,353 | 03/31/2024 |
BILS | 13,610 | $1,353 | 03/31/2024 |
Kohmann Bosshard Financial Services LLC | 13,136 | $1,306 | 03/31/2024 |
BILS | 13,136 | $1,306 | 03/31/2024 |
Sheets Smith Wealth Management | 12,989 | $1,287 | 12/31/2023 |
BILS | 12,989 | $1,287 | 12/31/2023 |
Smart Money Group LLC | 12,531 | $1,242 | 12/31/2023 |
BILS | 12,531 | $1,242 | 12/31/2023 |
Clear Creek Financial Management LLC | 12,233 | $1,213 | 12/31/2023 |
BILS | 12,233 | $1,213 | 12/31/2023 |
Values First Advisors Inc. | 12,124 | $1,202 | 12/31/2023 |
BILS | 12,124 | $1,202 | 12/31/2023 |
DBK Financial Counsel LLC | 11,695 | $1,163 | 03/31/2024 |
BILS | 11,695 | $1,163 | 03/31/2024 |
Kestra Private Wealth Services LLC | 11,735 | $1,163 | 12/31/2023 |
BILS | 11,735 | $1,163 | 12/31/2023 |
Jacobi Capital Management LLC | 11,708 | $1,160 | 12/31/2023 |
BILS | 11,708 | $1,160 | 12/31/2023 |
Horizon Family Wealth Inc. | 11,344 | $1,124 | 12/31/2023 |
BILS | 11,344 | $1,124 | 12/31/2023 |
Atria Wealth Solutions Inc. | 10,580 | $1,049 | 12/31/2023 |
BILS | 10,580 | $1,049 | 12/31/2023 |
PFG Advisors | 10,149 | $1,006 | 12/31/2023 |
BILS | 10,149 | $1,006 | 12/31/2023 |
Lido Advisors LLC | 10,093 | $1,000 | 12/31/2023 |
BILS | 10,093 | $1,000 | 12/31/2023 |
Anson Capital Inc. | 10,023 | $994 | 12/31/2023 |
BILS | 10,023 | $994 | 12/31/2023 |
Meridian Management Co. | 9,524 | $945 | 12/31/2023 |
BILS | 9,524 | $945 | 12/31/2023 |
Arete Wealth Advisors LLC | 9,464 | $938 | 12/31/2023 |
BILS | 9,464 | $938 | 12/31/2023 |
RiverTree Advisors LLC | 9,364 | $931 | 03/31/2024 |
BILS | 9,364 | $931 | 03/31/2024 |
Insight 2811 Inc. | 9,053 | $897 | 12/31/2023 |
BILS | 9,053 | $897 | 12/31/2023 |
Beacon Wealthcare LLC | 8,958 | $891 | 03/31/2024 |
BILS | 8,958 | $891 | 03/31/2024 |
IHT Wealth Management LLC | 8,450 | $838 | 12/31/2023 |
BILS | 8,450 | $838 | 12/31/2023 |
HighTower Advisors LLC | 8,404 | $832 | 12/31/2023 |
BILS | 8,404 | $832 | 12/31/2023 |
Waterloo Capital L.P. | 8,091 | $802 | 12/31/2023 |
BILS | 8,091 | $802 | 12/31/2023 |
Putnam FL Investment Management Co. | 7,575 | $751 | 12/31/2023 |
BILS | 7,575 | $751 | 12/31/2023 |
WBH Advisory Inc. | 7,534 | $749 | 03/31/2024 |
BILS | 7,534 | $749 | 03/31/2024 |
Stonebridge Financial Planning Group LLC | 7,502 | $744 | 12/31/2023 |
BILS | 7,502 | $744 | 12/31/2023 |
Caitlin John LLC | 7,351 | $729 | 12/31/2023 |
BILS | 7,351 | $729 | 12/31/2023 |
Jane Street Group LLC | 7,310 | $725 | 12/31/2023 |
BILS | 7,310 | $725 | 12/31/2023 |
True Wealth Design LLC | 7,297 | $723 | 12/31/2023 |
BILS | 7,297 | $723 | 12/31/2023 |
Sound Financial Strategies Group LLC | 7,219 | $716 | 12/31/2023 |
BILS | 7,219 | $716 | 12/31/2023 |
Coastal Investment Advisors Inc. | 7,102 | $706 | 03/31/2024 |
BILS | 7,102 | $706 | 03/31/2024 |
Pekin Hardy Strauss Inc. | 7,024 | $696 | 12/31/2023 |
BILS | 7,024 | $696 | 12/31/2023 |
Northwest Capital Management Inc | 6,956 | $692 | 03/31/2024 |
BILS | 6,956 | $692 | 03/31/2024 |
Baker Tilly Financial LLC | 6,864 | $680 | 12/31/2023 |
BILS | 6,864 | $680 | 12/31/2023 |
Western Wealth Management LLC | 6,645 | $659 | 12/31/2023 |
BILS | 6,645 | $659 | 12/31/2023 |
DGS Capital Management LLC | 6,581 | $654 | 03/31/2024 |
BILS | 6,581 | $654 | 03/31/2024 |
Private Trust Co. NA | 6,543 | $649 | 12/31/2023 |
BILS | 6,543 | $649 | 12/31/2023 |
Running Point Capital Advisors LLC | 6,514 | $646 | 12/31/2023 |
BILS | 6,514 | $646 | 12/31/2023 |
Advisory Services Network LLC | 6,288 | $623 | 12/31/2023 |
BILS | 6,288 | $623 | 12/31/2023 |
Keystone Financial Group | 6,026 | $597 | 12/31/2023 |
BILS | 6,026 | $597 | 12/31/2023 |
Eqis Capital Management Inc. | 5,836 | $579 | 12/31/2023 |
BILS | 5,836 | $579 | 12/31/2023 |
Valmark Advisers Inc. | 5,621 | $557 | 12/31/2023 |
BILS | 5,621 | $557 | 12/31/2023 |
Vertex Planning Partners LLC | 5,453 | $541 | 12/31/2023 |
BILS | 5,453 | $541 | 12/31/2023 |
Wolverine Trading LLC | 5,147 | $510 | 12/31/2023 |
BILS | 5,147 | $510 | 12/31/2023 |
Susquehanna International Group LLP | 5,055 | $501 | 12/31/2023 |
BILS | 5,055 | $501 | 12/31/2023 |
Concurrent Investment Advisors LLC | 4,917 | $487 | 12/31/2023 |
BILS | 4,917 | $487 | 12/31/2023 |
Fairbanks Capital Management Inc. | 4,890 | $485 | 12/31/2023 |
BILS | 4,890 | $485 | 12/31/2023 |
United Capital Financial Advisers LLC | 4,702 | $466 | 12/31/2023 |
BILS | 4,702 | $466 | 12/31/2023 |
Beacon Pointe Advisors LLC | 4,671 | $463 | 12/31/2023 |
BILS | 4,671 | $463 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 4,321 | $430 | 03/31/2024 |
BILS | 4,321 | $430 | 03/31/2024 |
NavPoint Financial Inc. | 4,306 | $427 | 12/31/2023 |
BILS | 4,306 | $427 | 12/31/2023 |
Geneos Wealth Management Inc. | 4,275 | $424 | 12/31/2023 |
BILS | 4,275 | $424 | 12/31/2023 |
Cary Street Partners Investment Advisory LLC | 4,224 | $419 | 12/31/2023 |
BILS | 4,224 | $419 | 12/31/2023 |
Lwmg LLC | 4,191 | $415 | 12/31/2023 |
BILS | 4,191 | $415 | 12/31/2023 |
Alesco Advisors LLC | 4,014 | $398 | 12/31/2023 |
BILS | 4,014 | $398 | 12/31/2023 |
Jefferies Financial Group Inc. | 3,946 | $391 | 12/31/2023 |
BILS | 3,946 | $391 | 12/31/2023 |
Stapp Wealth Management Pllc | 3,881 | $386 | 03/31/2024 |
BILS | 3,881 | $386 | 03/31/2024 |
Castleview Partners LLC | 3,723 | $369 | 12/31/2023 |
BILS | 3,723 | $369 | 12/31/2023 |
Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 3,646 | $361 | 12/31/2023 |
BILS | 3,646 | $361 | 12/31/2023 |
Focus Financial Network Inc. ADV | 3,568 | $354 | 12/31/2023 |
BILS | 3,568 | $354 | 12/31/2023 |
AE Wealth Management LLC | 3,534 | $352 | 12/31/2023 |
BILS | 3,534 | $352 | 12/31/2023 |
Acorn Financial Advisory Services Inc. ADV | 3,536 | $351 | 12/31/2023 |
BILS | 3,536 | $351 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 3,499 | $348 | 03/31/2024 |
BILS | 3,499 | $348 | 03/31/2024 |
Comerica Bank | 3,458 | $343 | 12/31/2023 |
BILS | 3,458 | $343 | 12/31/2023 |
AlphaQ Advisors LLC | 3,400 | $337 | 12/31/2023 |
BILS | 3,400 | $337 | 12/31/2023 |
Portside Wealth Group LLC | 3,260 | $324 | 03/31/2024 |
BILS | 3,260 | $324 | 03/31/2024 |
O ROURKE & COMPANY Inc | 3,243 | $322 | 03/31/2024 |
BILS | 3,243 | $322 | 03/31/2024 |
Worth Asset Management LLC | 3,088 | $307 | 03/31/2024 |
BILS | 3,088 | $307 | 03/31/2024 |
One Day In July LLC | 3,082 | $305 | 12/31/2023 |
BILS | 3,082 | $305 | 12/31/2023 |
Nemes Rush Group LLC | 3,078 | $305 | 12/31/2023 |
BILS | 3,078 | $305 | 12/31/2023 |
Hardy Reed LLC | 3,000 | $297 | 12/31/2023 |
BILS | 3,000 | $297 | 12/31/2023 |
The PNC Financial Services Group Inc. | 2,941 | $292 | 12/31/2023 |
BILS | 2,941 | $292 | 12/31/2023 |
Jacobson & Schmitt Advisors LLC | 2,841 | $282 | 12/31/2023 |
BILS | 2,841 | $282 | 12/31/2023 |
Arrowroot Family Office LLC | 2,827 | $280 | 12/31/2023 |
BILS | 2,827 | $280 | 12/31/2023 |
Mutual Advisors LLC | 2,680 | $266 | 12/31/2023 |
BILS | 2,680 | $266 | 12/31/2023 |
Wooster Corthell Wealth Management Inc. | 2,626 | $260 | 12/31/2023 |
BILS | 2,626 | $260 | 12/31/2023 |
Destination Wealth Management | 2,547 | $252 | 12/31/2023 |
BILS | 2,547 | $252 | 12/31/2023 |
Whalen Wealth Management Inc. | 2,513 | $249 | 12/31/2023 |
BILS | 2,513 | $249 | 12/31/2023 |
Camelot Portfolios LLC | 2,500 | $248 | 12/31/2023 |
BILS | 2,500 | $248 | 12/31/2023 |
Great Valley Advisor Group Inc. | 2,495 | $247 | 12/31/2023 |
BILS | 2,495 | $247 | 12/31/2023 |
Creative Planning | 2,453 | $243 | 12/31/2023 |
BILS | 2,453 | $243 | 12/31/2023 |
Plante Moran Financial Advisors LLC | 2,387 | $237 | 12/31/2023 |
BILS | 2,387 | $237 | 12/31/2023 |
Moloney Securities Asset Management LLC | 2,279 | $226 | 12/31/2023 |
BILS | 2,279 | $226 | 12/31/2023 |
Frontier Asset Management LLC | 2,269 | $225 | 12/31/2023 |
BILS | 2,269 | $225 | 12/31/2023 |
NBC Securities Inc. | 2,255 | $224 | 03/31/2024 |
BILS | 2,255 | $224 | 03/31/2024 |
Two Sigma Securities LLC | 2,211 | $219 | 12/31/2023 |
BILS | 2,211 | $219 | 12/31/2023 |
MONECO Advisors LLC | 2,194 | $217 | 12/31/2023 |
BILS | 2,194 | $217 | 12/31/2023 |
Oppenheimer & Co. Inc. | 2,157 | $214 | 12/31/2023 |
BILS | 2,157 | $214 | 12/31/2023 |
ICA Group Wealth Management LLC | 2,160 | $214 | 12/31/2023 |
BILS | 2,160 | $214 | 12/31/2023 |
Strategic Financial Concepts LLC | 2,057 | $205 | 03/31/2024 |
BILS | 2,057 | $205 | 03/31/2024 |
PFG Investments LLC | 2,033 | $202 | 03/31/2024 |
BILS | 2,033 | $202 | 03/31/2024 |
Retirement Planning Group | 2,020 | $201 | 03/31/2024 |
BILS | 2,020 | $201 | 03/31/2024 |
Asset Dedication LLC | 1,850 | $184 | 03/31/2024 |
BILS | 1,850 | $184 | 03/31/2024 |
Atlantic Trust LLC | 1,377 | $136 | 12/31/2023 |
BILS | 1,377 | $136 | 12/31/2023 |
US Bancorp DE | 1,127 | $112 | 12/31/2023 |
BILS | 1,127 | $112 | 12/31/2023 |
Global Retirement Partners LLC | 1,062 | $105 | 12/31/2023 |
BILS | 1,062 | $105 | 12/31/2023 |
Spire Wealth Management | 1,000 | $99 | 12/31/2023 |
BILS | 1,000 | $99 | 12/31/2023 |
Ogorek Anthony Joseph NY ADV | 955 | $94 | 12/31/2023 |
BILS | 955 | $94 | 12/31/2023 |
Tidemark LLC | 851 | $84 | 12/31/2023 |
BILS | 851 | $84 | 12/31/2023 |
Colonial Trust Co SC | 833 | $83 | 12/31/2023 |
BILS | 833 | $83 | 12/31/2023 |
Farther Finance Advisors LLC | 770 | $76 | 12/31/2023 |
BILS | 770 | $76 | 12/31/2023 |
Morgan Stanley | 554 | $55 | 12/31/2023 |
BILS | 554 | $55 | 12/31/2023 |
Parallel Advisors LLC | 507 | $50 | 12/31/2023 |
BILS | 507 | $50 | 12/31/2023 |
Proequities Inc. | 360 | $36 | 12/31/2023 |
BILS | 360 | $36 | 12/31/2023 |
WealthShield Partners LLC | 344 | $34 | 12/31/2023 |
BILS | 344 | $34 | 12/31/2023 |
Bank of Montreal Can | 312 | $31 | 12/31/2023 |
BILS | 312 | $31 | 12/31/2023 |
Allworth Financial LP | 311 | $31 | 12/31/2023 |
BILS | 311 | $31 | 12/31/2023 |
Tyler Stone Wealth Management | 300 | $30 | 12/31/2023 |
BILS | 300 | $30 | 12/31/2023 |
AlphaMark Advisors LLC | 260 | $26 | 03/31/2024 |
BILS | 260 | $26 | 03/31/2024 |
Wells Fargo & Company MN | 249 | $25 | 12/31/2023 |
BILS | 249 | $25 | 12/31/2023 |
Harbour Investments Inc. | 180 | $18 | 12/31/2023 |
BILS | 180 | $18 | 12/31/2023 |
JDM Financial Group LLC | 178 | $18 | 12/31/2023 |
BILS | 178 | $18 | 12/31/2023 |
JPMorgan Chase & Co. | 133 | $13 | 12/31/2023 |
BILS | 133 | $13 | 12/31/2023 |
Founders Financial Alliance LLC | 100 | $10 | 12/31/2023 |
BILS | 100 | $10 | 12/31/2023 |
Transcendent Capital Group LLC | 93 | $9 | 03/31/2024 |
BILS | 93 | $9 | 03/31/2024 |
Penserra Capital Management LLC | 75 | $7 | 12/31/2023 |
BILS | 75 | $7 | 12/31/2023 |
Principal Securities Inc. | 31 | $3 | 12/31/2023 |
BILS | 31 | $3 | 12/31/2023 |
Financial Gravity Asset Management Inc. | 15 | $2 | 12/31/2023 |
BILS | 15 | $2 | 12/31/2023 |
See Summary: Institutional Holders of BILS
See Details: Top 10 Hedge Funds Holding BILS
Also See: BILS Holdings Changes
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