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BILZ — Performance
Institutional Holders of BILZ
HolderAmountPosition Size
($ in 1000's)		 As of
AE Wealth Management LLC1,272,136$128,549 12/31/2023
     BILZ1,272,136$128,549 12/31/2023
Mid American Wealth Advisory Group Inc.111,212$11,249 03/31/2024
     BILZ111,212$11,249 03/31/2024
Mariner LLC56,656$5,702 12/31/2023
     BILZ56,656$5,702 12/31/2023
LPL Financial LLC49,986$5,031 12/31/2023
     BILZ49,986$5,031 12/31/2023
Bridgewealth Advisory Group LLC42,202$4,269 03/31/2024
     BILZ42,202$4,269 03/31/2024
Thrivent Financial for Lutherans39,841$4,010 12/31/2023
     BILZ39,841$4,010 12/31/2023
Great Lakes Retirement Inc.35,102$3,533 12/31/2023
     BILZ35,102$3,533 12/31/2023
Astoria Portfolio Advisors LLC.30,688$3,097 03/31/2024
     BILZ30,688$3,097 03/31/2024
Legacy Capital Wealth Partners LLC26,664$2,683 12/31/2023
     BILZ26,664$2,683 12/31/2023
Heirloom Wealth Management22,989$2,325 03/31/2024
     BILZ22,989$2,325 03/31/2024
Authentikos Wealth Advisory LLC22,570$2,271 12/31/2023
     BILZ22,570$2,271 12/31/2023
Outlook Wealth Advisors LLC22,206$2,246 03/31/2024
     BILZ22,206$2,246 03/31/2024
Snowden Capital Advisors LLC15,453$1,555 12/31/2023
     BILZ15,453$1,555 12/31/2023
Precision Wealth Strategies LLC15,216$1,531 12/31/2023
     BILZ15,216$1,531 12/31/2023
Keene & Associates Inc.11,840$1,198 03/31/2024
     BILZ11,840$1,198 03/31/2024
Chicago Capital LLC8,280$838 03/31/2024
     BILZ8,280$838 03/31/2024
Private Advisor Group LLC7,696$775 12/31/2023
     BILZ7,696$775 12/31/2023
Envestnet Asset Management Inc.7,365$741 12/31/2023
     BILZ7,365$741 12/31/2023
BCJ Capital Management LLC6,149$619 12/31/2023
     BILZ6,149$619 12/31/2023
Benchmark Investment Advisors LLC6,149$619 12/31/2023
     BILZ6,149$619 12/31/2023
Biltmore Wealth Management LLC5,092$512 12/31/2023
     BILZ5,092$512 12/31/2023
Csenge Advisory Group3,954$398 12/31/2023
     BILZ3,954$398 12/31/2023
GeoWealth Management LLC3,087$311 12/31/2023
     BILZ3,087$311 12/31/2023
Latitude Advisors LLC2,429$246 03/31/2024
     BILZ2,429$246 03/31/2024
Commonwealth Equity Services LLC2,371$240 03/31/2024
     BILZ2,371$240 03/31/2024
Equitable Holdings Inc.2,010$202 12/31/2023
     BILZ2,010$202 12/31/2023
Advisor Group Holdings Inc.1,620$163 12/31/2023
     BILZ1,620$163 12/31/2023
Pineridge Advisors LLC638$64 12/31/2023
     BILZ638$64 12/31/2023
Oliver Lagore Vanvalin Investment Group202$20 12/31/2023
     BILZ202$20 12/31/2023
Penserra Capital Management LLC74$7 12/31/2023
     BILZ74$7 12/31/2023
Tucker Asset Management LLC64$6 12/31/2023
     BILZ64$6 12/31/2023
Richard W. Paul & Associates LLC64$6 12/31/2023
     BILZ64$6 12/31/2023
JPMorgan Chase & Co.24$2 12/31/2023
     BILZ24$2 12/31/2023
Allworth Financial LP9$1 03/31/2024
     BILZ9$1 03/31/2024

See All: Funds Holding BILZ
See Details: Top 10 Hedge Funds Holding BILZ
Also See: BILZ Holdings Changes

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