Among active 13F managers last quarter, 11 opened and 26 added, while 14 reduced; the largest holder to move was Allianz Asset Management GmbH (−0.5%).
111 tracked 13F filers disclose a position in BILZ as of the latest SEC 13F filings, a combined $663.1M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Allianz Asset Management GmbH | 924K | $93.3M | ▼−0.5% Reduced · −5K sh | Q1 2026 | |
| 2 | AE Wealth Management LLC | 781K | $78.9M | ▼−22% Reduced · −222K sh | Q1 2026 | |
| 3 | Beacon Capital Management, LLC | 421K | $42.5M | ▼−13% Reduced · −65K sh | Q2 2026 | |
| 4 | Goldman Sachs Group Inc | 387K | $39.1M | ▲+100% Added · +193K sh | Q1 2026 | |
| 5 | Summit Financial Wealth Advisors, LLC | 317K | $32.0M | ▲+4.6% Added · +14K sh | Q2 2026 | |
| 6 | LPL Financial LLC | 316K | $31.9M | ▲+41% Added · +91K sh | Q1 2026 | |
| 7 | SMART Wealth LLC | 287K | $29.0M | ▲+88% Added · +135K sh | Q2 2026 | |
| 8 | Walled Lake Planning & Wealth Management, LLC | 285K | $28.7M | ▲+1.9% Added · +5K sh | Q2 2026 | |
| 9 | Biltmore Wealth Management, LLC | 264K | $26.6M | ▲+44% Added · +80K sh | Q2 2026 | |
| 10 | Parallel Advisors, LLC | 240K | $24.3M | ▲+79% Added · +106K sh | Q1 2026 | |
| 11 | Access Financial Services, Inc. | 215K | $21.7M | ▼−8.2% Reduced · −19K sh | Q2 2026 | |
| 12 | Authentikos Wealth Advisory, LLC | 213K | $21.5M | ▲+3.1% Added · +6K sh | Q2 2026 | |
| 13 | Mid-American Wealth Advisory Group, Inc. | 178K | $17.9M | ▲+39% Added · +49K sh | Q2 2026 | |
| 14 | Royal Bank Of Canada | 109K | $11.0M | ▲+26% Added · +22K sh | Q1 2026 | |
| 15 | Lloyd Advisory Services, LLC. | 95K | $9.6M | ▲43× Added · +93K sh | Q2 2026 | |
| 16 | Essex Financial Services, Inc. | 83K | $8.4M | ▼−5.5% Reduced · −5K sh | Q2 2026 | |
| 17 | Bridgewealth Advisory Group, LLC | 70K | $7.0M | ▼−3.7% Reduced · −3K sh | Q2 2026 | |
| 18 | Private Advisory Group LLC | 66K | $6.7M | ▲+2.5% Added · +2K sh | Q2 2026 | |
| 19 | Tower Research Capital LLC (TRC) | 66K | $6.6M | ▲New +66K sh | Q1 2026 | |
| 20 | Kooman & Associates | 65K | $6.6M | ▲+2.3% Added · +1K sh | Q2 2026 | |
| 21 | Aegis Wealth Management, Inc. | 52K | $5.2M | ▲+16% Added · +7K sh | Q2 2026 | |
| 22 | Fig Financial Advisory Services Inc | 52K | $5.2M | ▲New +52K sh | Q2 2026 | |
| 23 | Vance Wealth, LLC | 49K | $5.0M | ▲New +49K sh | Q2 2026 | |
| 24 | Trajan Wealth LLC | 49K | $4.9M | ▼−10% Reduced · −6K sh | Q2 2026 | |
| 25 | NewEdge Advisors, LLC | 38K | $3.8M | ▲+0.4% Added · +164 sh | Q2 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, 11 funds opened a new position in BILZ and 26 added to an existing one, while 14 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 54 funds | $12.0B |
| Alphabet Inc-CL AGOOGL | 54 funds | $5.9B |
| Nvidia CorpNVDA | 53 funds | $13.8B |
| Microsoft CorpMSFT | 53 funds | $11.7B |
| Amazon.com IncAMZN | 53 funds | $9.2B |
| Vanguard S&P 500 ETFVOO | 53 funds | $1.8B |
| Meta Platforms Inc-Class AMETA | 52 funds | $3.7B |
| Berkshire Hathaway Inc-CL BBRK/B | 52 funds | $2.2B |
| Tesla IncTSLA | 52 funds | $2.0B |
| Walmart IncWMT | 52 funds | $1.5B |
| Alphabet Inc-CL CGOOG | 51 funds | $6.6B |
| JPMorgan Chase & CoJPM | 51 funds | $3.0B |
Ranked by how many of BILZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BILZ.
| Class | 13F holders | Value held |
|---|---|---|
| MINTcs | 693 funds | $11.2B |
| PYLDmc | 639 funds | $11.1B |
| BONDmc | 497 funds | $6.2B |
| MUNIcs | 417 funds | $2.2B |
| HYSmc | 242 funds | $847.5M |
| SMMUcs | 188 funds | $827.5M |
| CORPmc | 179 funds | $1.3B |
| LDURmc | 170 funds | $1.2B |
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.