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

Name: BILS (BILS) Institutional Holders (2026-06-30)
Creator: ko.io

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.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$361.0M	3.6M	Trimmed
2	BANK OF AMERICA CORP /DE/	$129.0M	1.3M	Trimmed
3	Miller Investment Management, LP	$121.7M	1.2M	Trimmed
4	AMERIPRISE FINANCIAL INC	$110.1M	1.1M	Trimmed
5	Sargent Investment Group, LLC	$64.5M	648,966	Added
6	OSAIC HOLDINGS, INC.	$62.0M	623,564	Added
7	WELLS FARGO & COMPANY/MN	$59.9M	603,234	Trimmed
8	Proficio Capital Partners LLC	$52.7M	529,889	Added
9	MORGAN STANLEY	$44.1M	443,633	Trimmed
10	ENVESTNET ASSET MANAGEMENT INC	$42.8M	430,339	Added
11	UBS Group AG	$36.1M	363,144	Trimmed
12	Bell Bank	$36.0M	362,045	Trimmed
13	RAYMOND JAMES FINANCIAL INC	$35.8M	360,487	Trimmed
14	Marshall Financial Group, LLC	$35.1M	353,625	Trimmed
15	COMMONWEALTH EQUITY SERVICES, LLC	$34.4M	345,930	Trimmed
16	TRUIST FINANCIAL CORP	$33.4M	336,542	Added
17	One Day In July LLC	$32.7M	329,361	Added
18	Cetera Investment Advisers	$27.6M	277,582	Added
19	Ashton Thomas Private Wealth, LLC	$26.1M	262,178	Trimmed
20	PECAUT & CO.	$25.8M	259,692	Added
21	Asset One Wealth Management LLC	$25.2M	253,471	Added
22	SoundView Advisors Inc.	$24.4M	245,844	Trimmed
23	MML INVESTORS SERVICES, LLC	$24.3M	244,530	Trimmed
24	Royal Bank of Canada	$23.8M	239,546	Added
25	AQR CAPITAL MANAGEMENT LLC	$23.6M	237,485	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30