On this page, we present all of the funds holding TBIL from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding TBIL, with a link to that fund's top holdings. The next columns indicate the amount of TBIL stock held by each of the funds holding TBIL, followed by the TBIL position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 159 funds holding TBIL within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC (or by any of the other funds holding TBIL), click the fund name in the "Holder" column of the funds-holding-TBIL table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
LPL Financial LLC | 6,058,242 | $302,064 | 12/31/2023 |
TBIL | 6,058,242 | $302,064 | 12/31/2023 |
Morgan Stanley | 2,261,056 | $112,736 | 12/31/2023 |
TBIL | 2,261,056 | $112,736 | 12/31/2023 |
Renaissance Technologies LLC | 1,466,300 | $73,110 | 12/31/2023 |
TBIL | 1,466,300 | $73,110 | 12/31/2023 |
Stifel Financial Corp | 1,011,618 | $50,439 | 12/31/2023 |
TBIL | 1,011,618 | $50,439 | 12/31/2023 |
HighTower Advisors LLC | 830,864 | $41,268 | 12/31/2023 |
TBIL | 830,864 | $41,268 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 662,996 | $33,170 | 03/31/2024 |
TBIL | 662,996 | $33,170 | 03/31/2024 |
Gries Financial LLC | 640,896 | $31,955 | 12/31/2023 |
TBIL | 640,896 | $31,955 | 12/31/2023 |
Wealthquest Corp | 598,113 | $29,822 | 12/31/2023 |
TBIL | 598,113 | $29,822 | 12/31/2023 |
MML Investors Services LLC | 522,077 | $26,031 | 12/31/2023 |
TBIL | 522,077 | $26,031 | 12/31/2023 |
Revolve Wealth Partners LLC | 447,118 | $22,369 | 03/31/2024 |
TBIL | 447,118 | $22,369 | 03/31/2024 |
Putnam FL Investment Management Co. | 443,402 | $22,108 | 12/31/2023 |
TBIL | 443,402 | $22,108 | 12/31/2023 |
Envestnet Asset Management Inc. | 420,440 | $20,963 | 12/31/2023 |
TBIL | 420,440 | $20,963 | 12/31/2023 |
Lido Advisors LLC | 395,829 | $19,736 | 12/31/2023 |
TBIL | 395,829 | $19,736 | 12/31/2023 |
Private Advisor Group LLC | 368,575 | $18,377 | 12/31/2023 |
TBIL | 368,575 | $18,377 | 12/31/2023 |
Janney Montgomery Scott LLC | 362,508 | $18,075 | 12/31/2023 |
TBIL | 362,508 | $18,075 | 12/31/2023 |
Commonwealth Equity Services LLC | 295,160 | $14,717 | 12/31/2023 |
TBIL | 295,160 | $14,717 | 12/31/2023 |
Cetera Advisors LLC | 290,392 | $14,479 | 12/31/2023 |
TBIL | 290,392 | $14,479 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 252,322 | $12,581 | 12/31/2023 |
TBIL | 252,322 | $12,581 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 220,805 | $11,047 | 03/31/2024 |
TBIL | 220,805 | $11,047 | 03/31/2024 |
Global Assets Advisory LLC | 201,680 | $10,090 | 03/31/2024 |
TBIL | 201,680 | $10,090 | 03/31/2024 |
Oxbow Advisors LLC | 188,477 | $9,397 | 12/31/2023 |
TBIL | 188,477 | $9,397 | 12/31/2023 |
Moloney Securities Asset Management LLC | 180,378 | $8,994 | 12/31/2023 |
TBIL | 180,378 | $8,994 | 12/31/2023 |
National Asset Management Inc. | 178,067 | $8,878 | 12/31/2023 |
TBIL | 178,067 | $8,878 | 12/31/2023 |
Inspire Advisors LLC | 159,102 | $7,933 | 12/31/2023 |
TBIL | 159,102 | $7,933 | 12/31/2023 |
Integrated Wealth Concepts LLC | 155,381 | $7,747 | 12/31/2023 |
TBIL | 155,381 | $7,747 | 12/31/2023 |
Cetera Investment Advisers | 153,193 | $7,638 | 12/31/2023 |
TBIL | 153,193 | $7,638 | 12/31/2023 |
Scotia Capital Inc. | 128,147 | $6,389 | 12/31/2023 |
TBIL | 128,147 | $6,389 | 12/31/2023 |
Denver Wealth Management Inc. | 125,895 | $6,298 | 03/31/2024 |
TBIL | 125,895 | $6,298 | 03/31/2024 |
Strait & Sound Wealth Management LLC | 122,075 | $6,099 | 12/31/2023 |
TBIL | 122,075 | $6,099 | 12/31/2023 |
Kestra Advisory Services LLC | 110,010 | $5,485 | 12/31/2023 |
TBIL | 110,010 | $5,485 | 12/31/2023 |
First Heartland Consultants Inc. | 98,783 | $4,925 | 12/31/2023 |
TBIL | 98,783 | $4,925 | 12/31/2023 |
Knowledge Leaders Capital LLC | 95,874 | $4,780 | 12/31/2023 |
TBIL | 95,874 | $4,780 | 12/31/2023 |
B & T Capital Management DBA Alpha Capital Management | 95,326 | $4,769 | 03/31/2024 |
TBIL | 95,326 | $4,769 | 03/31/2024 |
Wealthsource Partners LLC | 92,786 | $4,626 | 12/31/2023 |
TBIL | 92,786 | $4,626 | 12/31/2023 |
Equitable Holdings Inc. | 83,866 | $4,182 | 12/31/2023 |
TBIL | 83,866 | $4,182 | 12/31/2023 |
Avantax Advisory Services Inc. | 80,704 | $4,024 | 12/31/2023 |
TBIL | 80,704 | $4,024 | 12/31/2023 |
Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 78,976 | $3,938 | 12/31/2023 |
TBIL | 78,976 | $3,938 | 12/31/2023 |
Wealthstar Advisors LLC | 76,151 | $3,810 | 03/31/2024 |
TBIL | 76,151 | $3,810 | 03/31/2024 |
Northwestern Mutual Wealth Management Co. | 75,111 | $3,745 | 12/31/2023 |
TBIL | 75,111 | $3,745 | 12/31/2023 |
Stratos Wealth Partners LTD. | 70,621 | $3,533 | 03/31/2024 |
TBIL | 70,621 | $3,533 | 03/31/2024 |
F M Investments LLC | 70,132 | $3,509 | 03/31/2024 |
TBIL | 70,132 | $3,509 | 03/31/2024 |
Truist Financial Corp | 70,315 | $3,506 | 12/31/2023 |
TBIL | 70,315 | $3,506 | 12/31/2023 |
AE Wealth Management LLC | 68,943 | $3,449 | 12/31/2023 |
TBIL | 68,943 | $3,449 | 12/31/2023 |
Formidable Asset Management LLC | 67,360 | $3,359 | 12/31/2023 |
TBIL | 67,360 | $3,359 | 12/31/2023 |
Jane Street Group LLC | 63,758 | $3,179 | 12/31/2023 |
TBIL | 63,758 | $3,179 | 12/31/2023 |
Ashton Thomas Private Wealth LLC | 63,472 | $3,175 | 03/31/2024 |
TBIL | 63,472 | $3,175 | 03/31/2024 |
Raymond James Financial Services Advisors Inc. | 60,538 | $3,029 | 03/31/2024 |
TBIL | 60,538 | $3,029 | 03/31/2024 |
Koshinski Asset Management Inc. | 60,593 | $3,021 | 12/31/2023 |
TBIL | 60,593 | $3,021 | 12/31/2023 |
Mariner LLC | 57,926 | $2,888 | 12/31/2023 |
TBIL | 57,926 | $2,888 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 55,418 | $2,763 | 12/31/2023 |
TBIL | 55,418 | $2,763 | 12/31/2023 |
International Assets Investment Management LLC | 54,815 | $2,731 | 03/31/2024 |
TBIL | 54,815 | $2,731 | 03/31/2024 |
Hamilton Wealth LLC | 54,419 | $2,713 | 12/31/2023 |
TBIL | 54,419 | $2,713 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 53,454 | $2,674 | 03/31/2024 |
TBIL | 53,454 | $2,674 | 03/31/2024 |
Vista Finance LLC | 49,526 | $2,469 | 12/31/2023 |
TBIL | 49,526 | $2,469 | 12/31/2023 |
Ameritas Advisory Services LLC | 46,728 | $2,330 | 12/31/2023 |
TBIL | 46,728 | $2,330 | 12/31/2023 |
DAVENPORT & Co LLC | 46,704 | $2,329 | 12/31/2023 |
TBIL | 46,704 | $2,329 | 12/31/2023 |
Silver Coast Investments LLC | 46,476 | $2,317 | 12/31/2023 |
TBIL | 46,476 | $2,317 | 12/31/2023 |
Sage Mountain Advisors LLC | 46,125 | $2,308 | 03/31/2024 |
TBIL | 46,125 | $2,308 | 03/31/2024 |
Stegent Equity Advisors Inc. | 45,295 | $2,258 | 12/31/2023 |
TBIL | 45,295 | $2,258 | 12/31/2023 |
Farther Finance Advisors LLC | 43,666 | $2,177 | 12/31/2023 |
TBIL | 43,666 | $2,177 | 12/31/2023 |
Manchester Financial Inc. | 42,056 | $2,104 | 03/31/2024 |
TBIL | 42,056 | $2,104 | 03/31/2024 |
Wayfinding Financial LLC | 37,375 | $1,863 | 12/31/2023 |
TBIL | 37,375 | $1,863 | 12/31/2023 |
Hilton Capital Management LLC | 37,183 | $1,854 | 12/31/2023 |
TBIL | 37,183 | $1,854 | 12/31/2023 |
VisionPoint Advisory Group LLC | 36,618 | $1,826 | 12/31/2023 |
TBIL | 36,618 | $1,826 | 12/31/2023 |
Mutual Advisors LLC | 34,928 | $1,742 | 12/31/2023 |
TBIL | 34,928 | $1,742 | 12/31/2023 |
Divergent Planning LLC | 33,762 | $1,682 | 03/31/2024 |
TBIL | 33,762 | $1,682 | 03/31/2024 |
UBS Group AG | 33,157 | $1,653 | 12/31/2023 |
TBIL | 33,157 | $1,653 | 12/31/2023 |
WBI Investments | 30,948 | $1,543 | 12/31/2023 |
TBIL | 30,948 | $1,543 | 12/31/2023 |
Tuttle Tactical Management | 30,000 | $1,501 | 03/31/2024 |
TBIL | 30,000 | $1,501 | 03/31/2024 |
Northern Oak Wealth Management Inc. | 30,024 | $1,497 | 12/31/2023 |
TBIL | 30,024 | $1,497 | 12/31/2023 |
Granite Bay Wealth Management LLC | 29,629 | $1,480 | 12/31/2023 |
TBIL | 29,629 | $1,480 | 12/31/2023 |
MBL Wealth LLC | 28,002 | $1,401 | 03/31/2024 |
TBIL | 28,002 | $1,401 | 03/31/2024 |
Bank of Montreal Can | 27,921 | $1,396 | 12/31/2023 |
TBIL | 27,921 | $1,396 | 12/31/2023 |
Signet Financial Management LLC | 27,395 | $1,371 | 03/31/2024 |
TBIL | 27,395 | $1,371 | 03/31/2024 |
IHT Wealth Management LLC | 26,079 | $1,300 | 12/31/2023 |
TBIL | 26,079 | $1,300 | 12/31/2023 |
SMI Advisory Services LLC | 24,957 | $1,245 | 03/31/2024 |
TBIL | 24,957 | $1,245 | 03/31/2024 |
Synovus Financial Corp | 24,710 | $1,232 | 12/31/2023 |
TBIL | 24,710 | $1,232 | 12/31/2023 |
Glass Jacobson Investment Advisors llc | 23,802 | $1,191 | 03/31/2024 |
TBIL | 23,802 | $1,191 | 03/31/2024 |
Kestra Private Wealth Services LLC | 23,887 | $1,191 | 12/31/2023 |
TBIL | 23,887 | $1,191 | 12/31/2023 |
Perigon Wealth Management LLC | 22,159 | $1,105 | 12/31/2023 |
TBIL | 22,159 | $1,105 | 12/31/2023 |
Sovereign Financial Group Inc. | 20,243 | $1,013 | 03/31/2024 |
TBIL | 20,243 | $1,013 | 03/31/2024 |
BlueChip Wealth Advisors LLC | 18,552 | $925 | 12/31/2023 |
TBIL | 18,552 | $925 | 12/31/2023 |
Concurrent Investment Advisors LLC | 18,295 | $912 | 12/31/2023 |
TBIL | 18,295 | $912 | 12/31/2023 |
Money Concepts Capital Corp | 18,271 | $911 | 12/31/2023 |
TBIL | 18,271 | $911 | 12/31/2023 |
Crown Wealth Group LLC | 17,320 | $864 | 12/31/2023 |
TBIL | 17,320 | $864 | 12/31/2023 |
Signal Advisors Wealth LLC | 16,480 | $824 | 03/31/2024 |
TBIL | 16,480 | $824 | 03/31/2024 |
Foguth Wealth Management LLC. | 16,480 | $824 | 03/31/2024 |
TBIL | 16,480 | $824 | 03/31/2024 |
Flow Traders U.S. LLC | 16,433 | $819 | 12/31/2023 |
TBIL | 16,433 | $819 | 12/31/2023 |
Spinnaker Investment Group LLC | 16,017 | $801 | 03/31/2024 |
TBIL | 16,017 | $801 | 03/31/2024 |
Gladstone Institutional Advisory LLC | 15,652 | $780 | 12/31/2023 |
TBIL | 15,652 | $780 | 12/31/2023 |
All Season Financial Advisors Inc. | 13,842 | $693 | 03/31/2024 |
TBIL | 13,842 | $693 | 03/31/2024 |
PFG Advisors | 13,314 | $664 | 12/31/2023 |
TBIL | 13,314 | $664 | 12/31/2023 |
KG&L Capital Management LLC | 12,750 | $638 | 03/31/2024 |
TBIL | 12,750 | $638 | 03/31/2024 |
Brookstone Capital Management | 12,642 | $632 | 03/31/2024 |
TBIL | 12,642 | $632 | 03/31/2024 |
Transcendent Capital Group LLC | 12,544 | $625 | 03/31/2024 |
TBIL | 12,544 | $625 | 03/31/2024 |
J.W. Cole Advisors Inc. | 12,443 | $620 | 12/31/2023 |
TBIL | 12,443 | $620 | 12/31/2023 |
Krilogy Financial LLC | 12,012 | $601 | 03/31/2024 |
TBIL | 12,012 | $601 | 03/31/2024 |
Empirical Asset Management LLC | 11,095 | $553 | 12/31/2023 |
TBIL | 11,095 | $553 | 12/31/2023 |
Raymond James & Associates | 10,825 | $542 | 03/31/2024 |
TBIL | 10,825 | $542 | 03/31/2024 |
Dynamic Advisor Solutions LLC | 10,400 | $520 | 03/31/2024 |
TBIL | 10,400 | $520 | 03/31/2024 |
Financial Guidance Group Inc. | 10,000 | $499 | 12/31/2023 |
TBIL | 10,000 | $499 | 12/31/2023 |
Centaurus Financial Inc. | 9,981 | $498 | 12/31/2023 |
TBIL | 9,981 | $498 | 12/31/2023 |
Kingswood Wealth Advisors LLC | 9,525 | $477 | 03/31/2024 |
TBIL | 9,525 | $477 | 03/31/2024 |
Crew Capital Management Ltd. | 9,526 | $475 | 12/31/2023 |
TBIL | 9,526 | $475 | 12/31/2023 |
Napa Wealth Management | 9,346 | $466 | 12/31/2023 |
TBIL | 9,346 | $466 | 12/31/2023 |
GWM Advisors LLC | 9,032 | $450 | 12/31/2023 |
TBIL | 9,032 | $450 | 12/31/2023 |
Silverlake Wealth Management LLC | 8,541 | $427 | 03/31/2024 |
TBIL | 8,541 | $427 | 03/31/2024 |
Marino Stram & Associates LLC | 8,486 | $425 | 03/31/2024 |
TBIL | 8,486 | $425 | 03/31/2024 |
Kraft Davis & Associates LLC | 8,477 | $424 | 12/31/2023 |
TBIL | 8,477 | $424 | 12/31/2023 |
Comerica Bank | 8,460 | $422 | 12/31/2023 |
TBIL | 8,460 | $422 | 12/31/2023 |
BSW Wealth Partners | 8,196 | $410 | 03/31/2024 |
TBIL | 8,196 | $410 | 03/31/2024 |
Andina Capital Management LLC | 6,788 | $340 | 03/31/2024 |
TBIL | 6,788 | $340 | 03/31/2024 |
PFG Investments LLC | 6,801 | $340 | 03/31/2024 |
TBIL | 6,801 | $340 | 03/31/2024 |
Allred Capital Management LLC | 6,701 | $335 | 03/31/2024 |
TBIL | 6,701 | $335 | 03/31/2024 |
US Bancorp DE | 6,652 | $332 | 12/31/2023 |
TBIL | 6,652 | $332 | 12/31/2023 |
Orion Portfolio Solutions LLC | 6,273 | $313 | 12/31/2023 |
TBIL | 6,273 | $313 | 12/31/2023 |
Bridgeworth LLC | 5,930 | $296 | 12/31/2023 |
TBIL | 5,930 | $296 | 12/31/2023 |
FMR LLC | 5,780 | $288 | 12/31/2023 |
TBIL | 5,780 | $288 | 12/31/2023 |
Ignite Planners LLC | 5,690 | $284 | 03/31/2024 |
TBIL | 5,690 | $284 | 03/31/2024 |
National Bank of Canada FI | 5,561 | $277 | 12/31/2023 |
TBIL | 5,561 | $277 | 12/31/2023 |
Altfest L J & Co. Inc. | 5,427 | $272 | 03/31/2024 |
TBIL | 5,427 | $272 | 03/31/2024 |
Atria Wealth Solutions Inc. | 5,461 | $272 | 12/31/2023 |
TBIL | 5,461 | $272 | 12/31/2023 |
Venture Visionary Partners LLC | 5,402 | $269 | 12/31/2023 |
TBIL | 5,402 | $269 | 12/31/2023 |
First Hawaiian Bank | 5,135 | $257 | 03/31/2024 |
TBIL | 5,135 | $257 | 03/31/2024 |
Cornerstone Wealth Management LLC | 5,087 | $255 | 03/31/2024 |
TBIL | 5,087 | $255 | 03/31/2024 |
Prime Capital Investment Advisors LLC | 5,100 | $254 | 12/31/2023 |
TBIL | 5,100 | $254 | 12/31/2023 |
Wells Fargo & Company MN | 5,082 | $253 | 12/31/2023 |
TBIL | 5,082 | $253 | 12/31/2023 |
Occidental Asset Management LLC | 5,000 | $250 | 03/31/2024 |
TBIL | 5,000 | $250 | 03/31/2024 |
AlphaStar Capital Management LLC | 5,000 | $249 | 12/31/2023 |
TBIL | 5,000 | $249 | 12/31/2023 |
Kovack Advisors Inc. | 4,904 | $245 | 03/31/2024 |
TBIL | 4,904 | $245 | 03/31/2024 |
Nwam LLC | 4,827 | $241 | 12/31/2023 |
TBIL | 4,827 | $241 | 12/31/2023 |
Harbour Capital Advisors LLC | 4,735 | $236 | 03/31/2024 |
TBIL | 4,735 | $236 | 03/31/2024 |
Cerity Partners LLC | 4,512 | $225 | 12/31/2023 |
TBIL | 4,512 | $225 | 12/31/2023 |
Semmax Financial Advisors Inc. | 4,338 | $217 | 12/31/2023 |
TBIL | 4,338 | $217 | 12/31/2023 |
Lindenwold Advisors | 4,149 | $207 | 12/31/2023 |
TBIL | 4,149 | $207 | 12/31/2023 |
Americana Partners LLC | 4,069 | $203 | 12/31/2023 |
TBIL | 4,069 | $203 | 12/31/2023 |
Western Wealth Management LLC | 4,059 | $202 | 12/31/2023 |
TBIL | 4,059 | $202 | 12/31/2023 |
Power Wealth Management LLC | 4,020 | $200 | 12/31/2023 |
TBIL | 4,020 | $200 | 12/31/2023 |
Westside Investment Management Inc. | 3,880 | $194 | 03/31/2024 |
TBIL | 3,880 | $194 | 03/31/2024 |
USA Financial Portformulas Corp | 3,803 | $190 | 12/31/2023 |
TBIL | 3,803 | $190 | 12/31/2023 |
Bank of America Corp DE | 3,730 | $186 | 12/31/2023 |
TBIL | 3,730 | $186 | 12/31/2023 |
Private Trust Co. NA | 2,570 | $129 | 03/31/2024 |
TBIL | 2,570 | $129 | 03/31/2024 |
Royal Bank of Canada | 1,699 | $85 | 12/31/2023 |
TBIL | 1,699 | $85 | 12/31/2023 |
Castleview Partners LLC | 1,408 | $70 | 12/31/2023 |
TBIL | 1,408 | $70 | 12/31/2023 |
PSI Advisors LLC | 1,301 | $65 | 03/31/2024 |
TBIL | 1,301 | $65 | 03/31/2024 |
ICA Group Wealth Management LLC | 1,220 | $61 | 12/31/2023 |
TBIL | 1,220 | $61 | 12/31/2023 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 1,058 | $53 | 12/31/2023 |
TBIL | 1,058 | $53 | 12/31/2023 |
Tidemark LLC | 760 | $38 | 12/31/2023 |
TBIL | 760 | $38 | 12/31/2023 |
Perritt Capital Management Inc. | 514 | $26 | 12/31/2023 |
TBIL | 514 | $26 | 12/31/2023 |
Coastal Investment Advisors Inc. | 500 | $25 | 03/31/2024 |
TBIL | 500 | $25 | 03/31/2024 |
Steward Partners Investment Advisory LLC | 350 | $17 | 12/31/2023 |
TBIL | 350 | $17 | 12/31/2023 |
Newbridge Financial Services Group Inc. | 200 | $10 | 03/31/2024 |
TBIL | 200 | $10 | 03/31/2024 |
Advisory Services Network LLC | 200 | $10 | 12/31/2023 |
TBIL | 200 | $10 | 12/31/2023 |
Penserra Capital Management LLC | 148 | $7 | 12/31/2023 |
TBIL | 148 | $7 | 12/31/2023 |
Coppell Advisory Solutions LLC | 139 | $7 | 12/31/2023 |
TBIL | 139 | $7 | 12/31/2023 |
Covestor Ltd | 148 | $7 | 12/31/2023 |
TBIL | 148 | $7 | 12/31/2023 |
Lee Financial Co | 100 | $5 | 12/31/2023 |
TBIL | 100 | $5 | 12/31/2023 |
DHJJ Financial Advisors Ltd. | 2 | $0 | 03/31/2024 |
TBIL | 2 | $0 | 03/31/2024 |
Coston McIsaac & Partners | 4 | $0 | 03/31/2024 |
TBIL | 4 | $0 | 03/31/2024 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
TBIL | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of TBIL
See Details: Top 10 Hedge Funds Holding TBIL
Also See: TBIL Holdings Changes
Free TBIL Email Alerts: Get Dividend Alerts Get SEC Filing Alerts |