87 tracked 13F filers disclose a position in BILZ as of the latest SEC 13F filings, a combined $577.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Allianz Asset Management GmbH | $93.3M | 924K | ▼−0.5% Reduced · −5K sh | Q1 2026 | |
| 2 | AE Wealth Management LLC | $78.9M | 781K | ▼−22% Reduced · −222K sh | Q1 2026 | |
| 3 | Beacon Capital Management, LLC | $42.5M | 421K | ▼−13% Reduced · −65K sh | Q2 2026 | |
| 4 | GOLDMAN SACHS GROUP INC | $39.1M | 387K | ▲+100% Added · +193K sh | Q1 2026 | |
| 5 | Summit Financial Wealth Advisors, LLC | $32.0M | 317K | ▲+4.6% Added · +14K sh | Q2 2026 | |
| 6 | LPL Financial LLC | $31.9M | 316K | ▲+41% Added · +91K sh | Q1 2026 | |
| 7 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $28.7M | 285K | ▲+1.9% Added · +5K sh | Q2 2026 | |
| 8 | Biltmore Wealth Management, LLC | $26.6M | 264K | ▲+44% Added · +80K sh | Q2 2026 | |
| 9 | Parallel Advisors, LLC | $24.3M | 240K | ▲+79% Added · +106K sh | Q1 2026 | |
| 10 | ACCESS FINANCIAL SERVICES, INC. | $21.7M | 215K | ▼−8.2% Reduced · −19K sh | Q2 2026 | |
| 11 | Mid-American Wealth Advisory Group, Inc. | $17.9M | 178K | ▲+39% Added · +49K sh | Q2 2026 | |
| 12 | ROYAL BANK OF CANADA | $11.0M | 109K | ▲+26% Added · +22K sh | Q1 2026 | |
| 13 | CITADEL ADVISORS LLC | $9.7M | 96K | ▲15× Added · +89K sh | Q1 2026 | |
| 14 | Essex Financial Services, Inc. | $8.9M | 88K | ▲+8.1% Added · +7K sh | Q1 2026 | |
| 15 | Bridgewealth Advisory Group, LLC | $7.0M | 70K | ▼−3.7% Reduced · −3K sh | Q2 2026 | |
| 16 | Tower Research Capital LLC (TRC) | $6.6M | 66K | ▲New +66K sh | Q1 2026 | |
| 17 | Kooman & Associates | $6.6M | 65K | ▲+2.3% Added · +1K sh | Q2 2026 | |
| 18 | Trajan Wealth LLC | $5.5M | 54K | ▼−10% Reduced · −6K sh | Q1 2026 | |
| 19 | Aegis Wealth Management, Inc. | $5.2M | 52K | ▲+16% Added · +7K sh | Q2 2026 | |
| 20 | NewEdge Advisors, LLC | $3.8M | 38K | ▲New +38K sh | Q1 2026 | |
| 21 | Southland Equity Partners LLC | $3.7M | 37K | ▲+8.2% Added · +3K sh | Q2 2026 | |
| 22 | SFG Wealth Management, LLC. | $3.7M | 37K | ▲+5.5% Added · +2K sh | Q2 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $3.3M | 33K | ▼−0.8% Reduced · −262 sh | Q1 2026 | |
| 24 | Addison Capital Co | $3.2M | 31K | ▲+13% Added · +3K sh | Q2 2026 | |
| 25 | Farther Finance Advisors, LLC | $3.1M | 31K | ▲+7.9% Added · +2K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in BILZ and 21 added to an existing one, while 13 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 42 funds | $14.2B |
| MICROSOFT CORPMSFT | 42 funds | $11.0B |
| APPLE INCAAPL | 42 funds | $10.5B |
| AMAZON.COM INCAMZN | 42 funds | $8.0B |
| ALPHABET INC-CL AGOOGL | 42 funds | $5.4B |
| TESLA INCTSLA | 42 funds | $2.2B |
| VANGUARD S&P 500 ETFVOO | 42 funds | $1.4B |
| META PLATFORMS INC-CLASS AMETA | 41 funds | $4.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 41 funds | $2.1B |
| ELI LILLY & COLLY | 41 funds | $1.9B |
| ALPHABET INC-CL CGOOG | 40 funds | $6.2B |
| BROADCOM INCAVGO | 40 funds | $4.7B |
Ranked by how many of BILZ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| MINTcs | 577 funds | $10.7B |
| PYLDmc | 527 funds | $9.9B |
| BONDmc | 403 funds | $5.6B |
| MUNIcs | 358 funds | $2.0B |
| HYSmc | 206 funds | $759.0M |
| SMMUcs | 162 funds | $753.1M |
| CORPmc | 158 funds | $1.2B |
| LDURmc | 156 funds | $1.1B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for BILZ
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BILZ/capital-change-brief"
Use Arkolith's capital_change_brief for BILZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BILZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.