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On this page, we present all of the funds holding BILZ from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding BILZ, with a link to that fund's top holdings. The next columns
indicate the amount of BILZ stock held by each of the funds holding BILZ, followed by the BILZ position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 34 funds holding BILZ within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by AE Wealth Management LLC. For more details on the positions held by AE Wealth Management LLC
(or by any of the other funds holding BILZ), click the fund name in the "Holder" column of the funds-holding-BILZ table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
AE Wealth Management LLC | 1,272,136 | $128,549 | 12/31/2023 | BILZ | 1,272,136 | $128,549 | 12/31/2023 | Mid American Wealth Advisory Group Inc. | 111,212 | $11,249 | 03/31/2024 | BILZ | 111,212 | $11,249 | 03/31/2024 | Mariner LLC | 56,656 | $5,702 | 12/31/2023 | BILZ | 56,656 | $5,702 | 12/31/2023 | LPL Financial LLC | 49,986 | $5,031 | 12/31/2023 | BILZ | 49,986 | $5,031 | 12/31/2023 | Bridgewealth Advisory Group LLC | 42,202 | $4,269 | 03/31/2024 | BILZ | 42,202 | $4,269 | 03/31/2024 | Thrivent Financial for Lutherans | 39,841 | $4,010 | 12/31/2023 | BILZ | 39,841 | $4,010 | 12/31/2023 | Great Lakes Retirement Inc. | 35,102 | $3,533 | 12/31/2023 | BILZ | 35,102 | $3,533 | 12/31/2023 | Astoria Portfolio Advisors LLC. | 30,688 | $3,097 | 03/31/2024 | BILZ | 30,688 | $3,097 | 03/31/2024 | Legacy Capital Wealth Partners LLC | 26,664 | $2,683 | 12/31/2023 | BILZ | 26,664 | $2,683 | 12/31/2023 | Heirloom Wealth Management | 22,989 | $2,325 | 03/31/2024 | BILZ | 22,989 | $2,325 | 03/31/2024 | Authentikos Wealth Advisory LLC | 22,570 | $2,271 | 12/31/2023 | BILZ | 22,570 | $2,271 | 12/31/2023 | Outlook Wealth Advisors LLC | 22,206 | $2,246 | 03/31/2024 | BILZ | 22,206 | $2,246 | 03/31/2024 | Snowden Capital Advisors LLC | 15,453 | $1,555 | 12/31/2023 | BILZ | 15,453 | $1,555 | 12/31/2023 | Precision Wealth Strategies LLC | 15,216 | $1,531 | 12/31/2023 | BILZ | 15,216 | $1,531 | 12/31/2023 | Keene & Associates Inc. | 11,840 | $1,198 | 03/31/2024 | BILZ | 11,840 | $1,198 | 03/31/2024 | Chicago Capital LLC | 8,280 | $838 | 03/31/2024 | BILZ | 8,280 | $838 | 03/31/2024 | Envestnet Asset Management Inc. | 7,365 | $741 | 12/31/2023 | BILZ | 7,365 | $741 | 12/31/2023 | Private Advisor Group LLC | 6,323 | $640 | 03/31/2024 | BILZ | 6,323 | $640 | 03/31/2024 | BCJ Capital Management LLC | 6,149 | $619 | 12/31/2023 | BILZ | 6,149 | $619 | 12/31/2023 | Benchmark Investment Advisors LLC | 6,149 | $619 | 12/31/2023 | BILZ | 6,149 | $619 | 12/31/2023 | Biltmore Wealth Management LLC | 5,092 | $512 | 12/31/2023 | BILZ | 5,092 | $512 | 12/31/2023 | Csenge Advisory Group | 3,954 | $398 | 12/31/2023 | BILZ | 3,954 | $398 | 12/31/2023 | GeoWealth Management LLC | 3,087 | $311 | 12/31/2023 | BILZ | 3,087 | $311 | 12/31/2023 | Latitude Advisors LLC | 2,429 | $246 | 03/31/2024 | BILZ | 2,429 | $246 | 03/31/2024 | Commonwealth Equity Services LLC | 2,371 | $240 | 03/31/2024 | BILZ | 2,371 | $240 | 03/31/2024 | Equitable Holdings Inc. | 2,010 | $202 | 12/31/2023 | BILZ | 2,010 | $202 | 12/31/2023 | Advisor Group Holdings Inc. | 1,620 | $163 | 12/31/2023 | BILZ | 1,620 | $163 | 12/31/2023 | Pineridge Advisors LLC | 638 | $64 | 12/31/2023 | BILZ | 638 | $64 | 12/31/2023 | Oliver Lagore Vanvalin Investment Group | 202 | $20 | 12/31/2023 | BILZ | 202 | $20 | 12/31/2023 | Penserra Capital Management LLC | 74 | $7 | 12/31/2023 | BILZ | 74 | $7 | 12/31/2023 | Tucker Asset Management LLC | 64 | $6 | 12/31/2023 | BILZ | 64 | $6 | 12/31/2023 | Richard W. Paul & Associates LLC | 64 | $6 | 12/31/2023 | BILZ | 64 | $6 | 12/31/2023 | JPMorgan Chase & Co. | 24 | $2 | 12/31/2023 | BILZ | 24 | $2 | 12/31/2023 | Allworth Financial LP | 9 | $1 | 03/31/2024 | BILZ | 9 | $1 | 03/31/2024 | Proequities Inc. | 0 | $0 | 03/31/2024 | BILZ | 0 | $0 | 03/31/2024 |
See Summary: Institutional Holders of BILZ
See Details: Top 10 Hedge Funds Holding BILZ
Also See: BILZ Holdings Changes
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