Who Owns BILS (BILS)? -- Institutional Holders (2026-06-30)

300 institutions reported holding $2.33B of BILS (BILS) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($361.0M), BANK OF AMERICA CORP /DE/ ($129.0M), Miller Investment Management, LP ($121.7M), AMERIPRISE FINANCIAL INC ($110.1M), Sargent Investment Group, LLC ($64.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$361.0M3.6MTrimmed
2BANK OF AMERICA CORP /DE/$129.0M1.3MTrimmed
3Miller Investment Management, LP$121.7M1.2MTrimmed
4AMERIPRISE FINANCIAL INC$110.1M1.1MTrimmed
5Sargent Investment Group, LLC$64.5M648,966Added
6OSAIC HOLDINGS, INC.$62.0M623,564Added
7WELLS FARGO & COMPANY/MN$59.9M603,234Trimmed
8Proficio Capital Partners LLC$52.7M529,889Added
9MORGAN STANLEY$44.1M443,633Trimmed
10ENVESTNET ASSET MANAGEMENT INC$42.8M430,339Added
11UBS Group AG$36.1M363,144Trimmed
12Bell Bank$36.0M362,045Trimmed
13RAYMOND JAMES FINANCIAL INC$35.8M360,487Trimmed
14Marshall Financial Group, LLC$35.1M353,625Trimmed
15COMMONWEALTH EQUITY SERVICES, LLC$34.4M345,930Trimmed
16TRUIST FINANCIAL CORP$33.4M336,542Added
17One Day In July LLC$32.7M329,361Added
18Cetera Investment Advisers$27.6M277,582Added
19Ashton Thomas Private Wealth, LLC$26.1M262,178Trimmed
20PECAUT & CO.$25.8M259,692Added
21Asset One Wealth Management LLC$25.2M253,471Added
22SoundView Advisors Inc.$24.4M245,844Trimmed
23MML INVESTORS SERVICES, LLC$24.3M244,530Trimmed
24Royal Bank of Canada$23.8M239,546Added
25AQR CAPITAL MANAGEMENT LLC$23.6M237,485Trimmed

Source: SEC Form 13F filings · as of 2026-06-30