BIL Institutional Ownership
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
1W: +0.1%
1M: +0.0%
3M: +0.0%
YTD: +0.6%
1Y: +1.0%
3Y: +11.1%
5Y: +16.6%
$91.43
+0.02 (+0.02%)
Weekly Expected Move ±0.1%
$91
$91
$91
$92
$92
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BIL
1,436
Institutional Holders
+31 vs prior quarter
0.0%
Ownership
+0.00pp
25B
Total Invested
126
New Positions
481
Increased
729
Reduced
134
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1504 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 29,155,721 | 2.7B | -1,303,051 | -4.3% | 35Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 16,503,919 | 1.5B | -2,368,627 | -12.6% | 15Q | SEC ↗ |
| 3 | LPL Financial LLC | 15,528,204 | 1.4B | -1,248,132 | -7.4% | 35Q | SEC ↗ |
| 4 | UBS Group AG | 9,070,949 | 829M | +769,848 | +9.3% | 35Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 8,400,726 | 768M | +205,424 | +2.5% | 35Q | SEC ↗ |
| 6 | ROYAL BANK OF CANADA | 7,879,830 | 720M | -184,251 | -2.3% | 35Q | SEC ↗ |
| 7 | AQR CAPITAL MANAGEMENT LLC | 5,550,817 | 508M | +556,534 | +11.1% | 8Q | SEC ↗ |
| 8 | STIFEL FINANCIAL CORP | 5,372,088 | 491M | +574,187 | +12.0% | 35Q | SEC ↗ |
| 9 | Capital Wealth Planning, LLC | 4,976,098 | 455M | +993,850 | +25.0% | 15Q | SEC ↗ |
| 10 | 3EDGE Asset Management, LP | 4,705,270 | 430M | -3,084,891 | -39.6% | 11Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 4,690,811 | 429M | -2,605,380 | -35.7% | 35Q | SEC ↗ |
| 12 | ASSETMARK, INC | 4,600,259 | 421M | -1,107,062 | -19.4% | 35Q | SEC ↗ |
| 13 | RAYMOND JAMES FINANCIAL INC | 4,581,240 | 419M | -798,673 | -14.8% | 7Q | SEC ↗ |
| 14 | IEQ CAPITAL, LLC | 4,256,087 | 389M | -521,112 | -10.9% | 17Q | SEC ↗ |
| 15 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 3,645,961 | 333M | +81,603 | +2.3% | 25Q | SEC ↗ |
| 16 | Capital International Investors | 3,379,631 | 309M | +468,565 | +16.1% | 11Q | SEC ↗ |
| 17 | WESTWOOD HOLDINGS GROUP INC | 3,300,147 | 302M | -207,671 | -5.9% | 15Q | SEC ↗ |
| 18 | CAPTRUST FINANCIAL ADVISORS | 3,263,555 | 298M | -623,006 | -16.0% | 36Q | SEC ↗ |
| 19 | Cetera Investment Advisers | 2,856,988 | 261M | -1,491,963 | -34.3% | 23Q | SEC ↗ |
| 20 | CWM, LLC | 2,630,828 | 241M | +159,750 | +6.5% | 18Q | SEC ↗ |
| 21 | OSAIC HOLDINGS, INC. | 2,449,046 | 224M | +50,768 | +2.1% | 26Q | SEC ↗ |
| 22 | OPPENHEIMER ASSET MANAGEMENT INC. | 2,193,155 | 201M | -99,897 | -4.4% | 33Q | SEC ↗ |
| 23 | Composition Wealth, LLC | 2,168,459 | 198M | +172,568 | +8.6% | 18Q | SEC ↗ |
| 24 | Ashton Thomas Private Wealth, LLC | 2,150,273 | 197M | +232,381 | +12.1% | 18Q | SEC ↗ |
| 25 | AGF MANAGEMENT LTD | 1,982,472 | 181M | -59,577 | -2.9% | 8Q | SEC ↗ |
| 26 | Cambridge Investment Research Advisors | 1,958,249 | 179M | -690,668 | -26.1% | 35Q | SEC ↗ |
| 27 | MONETA GROUP INVESTMENT ADVISORS LLC | 1,924,690 | 176M | +177,873 | +10.2% | 21Q | SEC ↗ |
| 28 | Permanens Capital L.P. | 1,777,681 | 163M | +789,899 | +80.0% | 8Q | SEC ↗ |
| 29 | Impact Partnership Wealth, LLC | 1,688,043 | 154M | +1,501,159 | +803.3% | 13Q | SEC ↗ |
| 30 | Equitable Holdings, Inc. | 1,668,884 | 153M | +219,829 | +15.2% | 19Q | SEC ↗ |
| 31 | Richard Bernstein Advisors LLC | 1,592,652 | 146M | +1,592,648 | +39816200.0% | 9Q | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 1,567,069 | 143M | +59,922 | +4.0% | 29Q | SEC ↗ |
| 33 | MBL Wealth, LLC | 1,518,042 | 139M | +199,400 | +15.1% | 18Q | SEC ↗ |
| 34 | Creative Planning | 1,389,067 | 127M | -21,854 | -1.5% | 31Q | SEC ↗ |
| 35 | AMERIPRISE FINANCIAL INC | 1,306,951 | 119M | -1,630,165 | -55.5% | 16Q | SEC ↗ |
| 36 | TRUIST FINANCIAL CORP | 1,193,558 | 109M | +55,058 | +4.8% | 27Q | SEC ↗ |
| 37 | Dakota Wealth Management | 1,137,302 | 104M | -158,792 | -12.3% | 17Q | SEC ↗ |
| 38 | SPROTT INC. | 1,100,998 | 101M | +222,947 | +25.4% | 26Q | SEC ↗ |
| 39 | First Eagle Investment Management, LLC | 1,077,155 | 98M | -286,255 | -21.0% | 13Q | SEC ↗ |
| 40 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,076,208 | 98M | -107,704 | -9.1% | 33Q | SEC ↗ |
| 41 | ArrowMark Colorado Holdings LLC | 982,494 | 90M | -287,529 | -22.6% | 8Q | SEC ↗ |
| 42 | MERCER GLOBAL ADVISORS INC /ADV | 951,255 | 87M | +104,337 | +12.3% | 30Q | SEC ↗ |
| 43 | CITIGROUP INC | 919,624 | 84M | +520,539 | +130.4% | 35Q | SEC ↗ |
| 44 | Innovative Advisory Group, LLC | 906,892 | 83M | +189,905 | +26.5% | 1Q | SEC ↗ |
| 45 | Private Advisor Group, LLC | 881,426 | 81M | -5,297 | -0.6% | 35Q | SEC ↗ |
| 46 | Foundations Investment Advisors, LLC | 841,692 | 77M | -241,926 | -22.3% | 26Q | SEC ↗ |
| 47 | AXXCESS WEALTH MANAGEMENT, LLC | 830,390 | 76M | -3,079 | -0.4% | 19Q | SEC ↗ |
| 48 | COMMONWEALTH EQUITY SERVICES, LLC | 786,316 | 72M | +142,039 | +22.0% | 34Q | SEC ↗ |
| 49 | Baird Financial Group, Inc. | 727,796 | 67M | +113,318 | +18.4% | 35Q | SEC ↗ |
| 50 | Verdence Capital Advisors LLC | 724,608 | 66M | +136,832 | +23.3% | 15Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| USA FINANCIAL FORMULAS | 253,563 | 23M |
| Bitwise Funds Trust | 247,238 | 23M |
| Estate Counselors, LLC | 231,565 | 21M |
| Global Retirement Partners, LLC | 226,422 | 21M |
| Perissos Private Wealth Management, | 137,821 | 13M |
| IFG Advisory, LLC | 121,781 | 11M |
| MinichMacGregor Wealth Management, | 112,959 | 10M |
| JANE STREET GROUP, LLC | 101,200 | 9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 100,327 | 9M |
| INNEALTA CAPITAL, LLC | 98,610 | 9M |
| Capstone Wealth Management Group, I | 89,213 | 8M |
| ALONGSIDE, LLC | 67,118 | 6M |
| Pacific Life Fund Advisors LLC | 56,380 | 5M |
| GK Wealth Management LLC | 47,906 | 4M |
| CHATHAM CAPITAL GROUP, INC. | 46,621 | 4M |
| Point Nemo Capital, LLC | 39,618 | 4M |
| Engineers Gate Manager LP | 36,659 | 3M |
| Comprehensive Financial Planning, I | 36,110 | 3M |
| MOULTON WEALTH MANAGEMENT, INC | 35,040 | 3M |
| OLD MISSION CAPITAL LLC | 31,332 | 3M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Counterpoint Mutual Funds LLC | 2,206,436 | 202M |
| TritonPoint Partners, LLC | 361,946 | 33M |
| Donoghue Forlines LLC | 343,455 | 31M |
| SYKON CAPITAL LLC | 288,427 | 26M |
| Wealth Watch Advisors, INC | 240,725 | 22M |
| Coral Wealth Management, LLC | 222,307 | 20M |
| New Age Alpha Advisors, LLC | 191,400 | 17M |
| AA Financial Advisors, LLC | 185,228 | 17M |
| STATE STREET CORP | 179,944 | 16M |
| Lifestyle Asset Management, Inc. | 141,794 | 13M |
| Baer Investment Advisory LLC | 141,027 | 13M |
| Calamos Advisors LLC | 129,038 | 12M |
| Aegis Wealth Management, Inc. | 127,833 | 12M |
| Ryan Investment Management, Inc. | 125,945 | 12M |
| Pinnacle Family Advisors, LLC | 109,834 | 10M |
| Financiere des Professionnels - Fon | 109,200 | 10M |
| Alvarez & Marsal Private Wealth Par | 100,000 | 9M |
| Nixon Capital, LLC | 88,395 | 8M |
| Hedeker Wealth, LLC | 87,038 | 8M |
| Family Manage LLC | 72,499 | 7M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Richard Bernstein Advisors LLC | +1,592,648 | +39816200.0% | 1,592,652 |
| Impact Partnership Wealth, LLC | +1,501,159 | +803.3% | 1,688,043 |
| Capital Wealth Planning, LLC | +993,850 | +25.0% | 4,976,098 |
| Permanens Capital L.P. | +789,899 | +80.0% | 1,777,681 |
| UBS Group AG | +769,848 | +9.3% | 9,070,949 |
| STIFEL FINANCIAL CORP | +574,187 | +12.0% | 5,372,088 |
| AQR CAPITAL MANAGEMENT LLC | +556,534 | +11.1% | 5,550,817 |
| CITIGROUP INC | +520,539 | +130.4% | 919,624 |
| Capital International Investors | +468,565 | +16.1% | 3,379,631 |
| BNP PARIBAS FINANCIAL MARKETS | +413,182 | +217.2% | 603,390 |
| Trivium Point Advisory, LLC | +409,508 | +829.1% | 458,902 |
| Marex Group Ltd | +315,563 | +81.1% | 704,593 |
| Quantinno Capital Management LP | +286,377 | +91.0% | 600,968 |
| Thrivent Financial for Lutherans | +279,369 | +69.7% | 680,372 |
| ALTFEST L J & CO INC | +274,206 | +1057.0% | 300,149 |
| Financial Management Professionals, | +274,034 | +1490.4% | 292,420 |
| Parkwood LLC | +268,400 | +439.3% | 329,500 |
| Ashton Thomas Private Wealth, LLC | +232,381 | +12.1% | 2,150,273 |
| SPROTT INC. | +222,947 | +25.4% | 1,100,998 |
| Equitable Holdings, Inc. | +219,829 | +15.2% | 1,668,884 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Howard Capital Management, LLC | -12,062,070 | -94.5% | 698,509 |
| 3EDGE Asset Management, LP | -3,084,891 | -39.6% | 4,705,270 |
| ENVESTNET ASSET MANAGEMENT INC | -2,605,380 | -35.7% | 4,690,811 |
| BANK OF AMERICA CORP /DE | -2,368,627 | -12.6% | 16,503,919 |
| Horizon Investments, LLC | -1,977,505 | -93.9% | 128,967 |
| AMERIPRISE FINANCIAL INC | -1,630,165 | -55.5% | 1,306,951 |
| Cetera Investment Advisers | -1,491,963 | -34.3% | 2,856,988 |
| MORGAN STANLEY | -1,303,051 | -4.3% | 29,155,721 |
| Concurrent Investment Advisors, LLC | -1,288,062 | -75.9% | 409,487 |
| LPL Financial LLC | -1,248,132 | -7.4% | 15,528,204 |
| ASSETMARK, INC | -1,107,062 | -19.4% | 4,600,259 |
| BAILARD, INC. | -977,828 | -96.2% | 38,429 |
| BlackRock, Inc. | -914,093 | -97.7% | 21,145 |
| NATIONAL BANK OF CANADA /FI | -873,594 | -92.5% | 70,625 |
| Synergy Asset Management, LLC | -861,302 | -82.4% | 183,691 |
| RAYMOND JAMES FINANCIAL INC | -798,673 | -14.8% | 4,581,240 |
| RITHOLTZ WEALTH MANAGEMENT | -764,634 | -92.1% | 65,850 |
| Cambridge Investment Research Advis | -690,668 | -26.1% | 1,958,249 |
| Convergence Financial, LLC | -661,290 | -98.2% | 12,048 |
| CAPTRUST FINANCIAL ADVISORS | -623,006 | -16.0% | 3,263,555 |