| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Howard Capital Management Inc. | $1.2B | 12.76M | Added | Q1 2026 |
| 2 | 3EDGE Asset Management, LP | $713.9M | 7.79M | Added | Q1 2026 |
| 3 | ASSETMARK, INC | $523.0M | 5.71M | Added | Q1 2026 |
| 4 | Capital Wealth Planning, LLC | $364.9M | 3.98M | Reduced | Q1 2026 |
| 5 | IEQ CAPITAL, LLC | $322.1M | 3.51M | Added | Q1 2026 |
| 6 | WESTWOOD HOLDINGS GROUP INC | $321.5M | 3.51M | Added | Q1 2026 |
| 7 | CWM, LLC | $241.1M | 2.63M | Added | Q1 2026 |
| 8 | Composition Wealth, LLC | $182.9M | 2.00M | Added | Q1 2026 |
| 9 | Ashton Thomas Private Wealth, LLC | $175.8M | 1.92M | Reduced | Q1 2026 |
| 10 | Richard Bernstein Advisors LLC | $146.0M | 1.59M | Added | Q1 2026 |
| 11 | Equitable Holdings, Inc. | $132.4M | 1.45M | Added | Q1 2026 |
| 12 | First Eagle Investment Management, LLC | $124.9M | 1.36M | New | Q1 2026 |
| 13 | Dakota Wealth Management | $118.8M | 1.30M | Added | Q1 2026 |
| 14 | ArrowMark Colorado Holdings LLC | $116.4M | 1.27M | Reduced | Q1 2026 |
| 15 | Atria Investments, Inc | $115.1M | 1.26M | Added | Q1 2026 |
| 16 | Concurrent Investment Advisors, LLC | $113.4M | 1.24M | Added | Q1 2026 |
| 17 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $96.5M | 1.05M | Added | Q1 2026 |
| 18 | BAILARD, INC. | $93.1M | 1.02M | Added | Q1 2026 |
| 19 | Private Advisor Group, LLC | $81.3M | 886.7K | Added | Q1 2026 |
| 20 | SPROTT INC. | $80.5M | 878.1K | Added | Q1 2026 |
| 21 | AXXCESS WEALTH MANAGEMENT, LLC | $76.4M | 833.5K | Added | Q1 2026 |
| 22 | RITHOLTZ WEALTH MANAGEMENT | $76.1M | 830.5K | Added | Q1 2026 |
| 23 | Perigon Wealth Management, LLC | $63.8M | 696.1K | Added | Q1 2026 |
| 24 | SCHARF INVESTMENTS, LLC | $59.4M | 648.7K | Added | Q1 2026 |
| 25 | Capital Asset Advisory Services LLC | $58.0M | 633.1K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Microsoft CorporationMSFT | 274 funds | $164.3B |
| TATE STR SPDR S&P 500 ETF TSPY | 273 funds | $39.8B |
| Nvidia CorporationNVDA | 272 funds | $230.4B |
| LPHABET INCGOOG | 272 funds | $79.3B |
| Amazon.com, Inc.AMZN | 271 funds | $118.9B |
| Apple IncAAPL | 270 funds | $213.0B |
| GOOGLE INCGOOGL | 270 funds | $95.7B |
| Broadcom LimitedAVGO | 270 funds | $82.1B |
| Meta Platforms, Inc.META | 270 funds | $72.4B |
| Visa Inc. Class AV | 269 funds | $37.6B |
| Jpmorgan Chase & CoJPM | 267 funds | $57.1B |
| Bershire Hathaway inc DelBRK/B | 266 funds | $49.9B |
Ranked by how many of BIL's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BIL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.