BILS Institutional Ownership
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
1W: +0.1%
1M: -0.0%
3M: -0.1%
YTD: +0.4%
1Y: +0.8%
3Y: +11.2%
5Y: +15.9%
$99.09
+0.02 (+0.02%)
Weekly Expected Move ±0.2%
$99
$99
$99
$99
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BILS
300
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
26
New Positions
95
Increased
152
Reduced
18
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (320 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3,632,375 | $360M | -51,228 | -1.4% | 15Q | SEC ↗ |
| 2 | CWM, LLC | 2,019,477 | $200M | -37,965 | -1.8% | 14Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 1,297,697 | $129M | -33,217 | -2.5% | 15Q | SEC ↗ |
| 4 | Miller Investment Management, LP | 1,225,012 | $121M | -35,523 | -2.8% | 9Q | SEC ↗ |
| 5 | AMERIPRISE FINANCIAL INC | 1,107,907 | $110M | -313,087 | -22.0% | 14Q | SEC ↗ |
| 6 | Sargent Investment Group, LLC | 648,966 | $64M | +98,573 | +17.9% | 14Q | SEC ↗ |
| 7 | OSAIC HOLDINGS, INC. | 623,564 | $62M | +18,810 | +3.1% | 23Q | SEC ↗ |
| 8 | WELLS FARGO & COMPANY/MN | 603,234 | $60M | -35,428 | -5.5% | 13Q | SEC ↗ |
| 9 | Proficio Capital Partners LLC | 529,889 | $53M | +240,947 | +83.4% | 13Q | SEC ↗ |
| 10 | MORGAN STANLEY | 443,633 | $44M | -26,308 | -5.6% | 15Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 430,339 | $43M | +9,737 | +2.3% | 15Q | SEC ↗ |
| 12 | UBS Group AG | 363,144 | $36M | -34,300 | -8.6% | 13Q | SEC ↗ |
| 13 | Bell Bank | 362,045 | $36M | -236,287 | -39.5% | 9Q | SEC ↗ |
| 14 | RAYMOND JAMES FINANCIAL INC | 360,487 | $36M | -85,811 | -19.2% | 7Q | SEC ↗ |
| 15 | Marshall Financial Group, LLC | 353,625 | $35M | -7,145 | -2.0% | 2Q | SEC ↗ |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 345,930 | $34M | -7,887 | -2.2% | 15Q | SEC ↗ |
| 17 | TRUIST FINANCIAL CORP | 336,542 | $33M | +51,965 | +18.3% | 14Q | SEC ↗ |
| 18 | One Day In July LLC | 329,361 | $33M | +1,151 | +0.4% | 11Q | SEC ↗ |
| 19 | Cetera Investment Advisers | 277,582 | $28M | +9,513 | +3.5% | 15Q | SEC ↗ |
| 20 | Ashton Thomas Private Wealth, LLC | 262,178 | $26M | -103,158 | -28.2% | 14Q | SEC ↗ |
| 21 | PECAUT & CO. | 259,692 | $26M | +3,631 | +1.4% | 13Q | SEC ↗ |
| 22 | Asset One Wealth Management LLC | 253,471 | $25M | +15,918 | +6.7% | 3Q | SEC ↗ |
| 23 | SoundView Advisors Inc. | 245,844 | $24M | -11,439 | -4.4% | 3Q | SEC ↗ |
| 24 | MML INVESTORS SERVICES, LLC | 244,530 | $24M | -14,461 | -5.6% | 15Q | SEC ↗ |
| 25 | ROYAL BANK OF CANADA | 239,546 | $24M | +33,189 | +16.1% | 16Q | SEC ↗ |
| 26 | AQR CAPITAL MANAGEMENT LLC | 237,485 | $24M | -18,519 | -7.2% | 8Q | SEC ↗ |
| 27 | Peak Asset Management, LLC | 224,499 | $22M | +14,202 | +6.8% | 14Q | SEC ↗ |
| 28 | Kera Capital Partners, Inc. | 223,630 | $22M | -41,789 | -15.7% | 5Q | SEC ↗ |
| 29 | Integrated Wealth Concepts LLC | 221,556 | $22M | +8,458 | +4.0% | 15Q | SEC ↗ |
| 30 | AlphaCore Capital LLC | 214,341 | $21M | -3,734 | -1.7% | 6Q | SEC ↗ |
| 31 | Cerity Partners LLC | 212,665 | $21M | -29,584 | -12.2% | 13Q | SEC ↗ |
| 32 | Horizon Family Wealth, Inc. | 210,314 | $21M | +35,785 | +20.5% | 12Q | SEC ↗ |
| 33 | MERCER GLOBAL ADVISORS INC /ADV | 197,623 | $20M | +79,649 | +67.5% | 9Q | SEC ↗ |
| 34 | HighPoint Advisor Group LLC | 193,985 | $19M | +20,677 | +11.9% | 3Q | SEC ↗ |
| 35 | NewEdge Advisors, LLC | 185,409 | $18M | -126,349 | -40.5% | 16Q | SEC ↗ |
| 36 | CWA Asset Management Group, LLC | 184,858 | $18M | -5,298 | -2.8% | 8Q | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 181,292 | $18M | +50,798 | +38.9% | 15Q | SEC ↗ |
| 38 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 168,695 | $17M | -12,205 | -6.7% | 12Q | SEC ↗ |
| 39 | Birchcreek Wealth Management, LLC | 163,150 | $16M | +3,584 | +2.2% | 8Q | SEC ↗ |
| 40 | Pacific Sage Partners, LLC | 158,075 | $16M | +4,317 | +2.8% | 7Q | SEC ↗ |
| 41 | MOKAN Wealth Management Inc. | 145,546 | $14M | +10,190 | +7.5% | 7Q | SEC ↗ |
| 42 | Treasure Coast Financial Planning | 143,209 | $14M | +1,912 | +1.4% | 14Q | SEC ↗ |
| 43 | Focus Partners Wealth | 139,796 | $14M | -44,855 | -24.3% | 7Q | SEC ↗ |
| 44 | DBK Financial Counsel, LLC | 132,170 | $13M | -40,050 | -23.3% | 10Q | SEC ↗ |
| 45 | PROMETHIUM ADVISORS,LLC | 131,967 | $13M | -9,539 | -6.7% | 8Q | SEC ↗ |
| 46 | Delos Wealth Advisors, LLC | 127,056 | $13M | +781 | +0.6% | 14Q | SEC ↗ |
| 47 | Equitable Holdings, Inc. | 119,241 | $12M | -39,258 | -24.8% | 14Q | SEC ↗ |
| 48 | Ameritas Advisory Services, LLC | 113,920 | $11M | +32,815 | +40.5% | 12Q | SEC ↗ |
| 49 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 113,143 | $11M | -6,053 | -5.1% | 14Q | SEC ↗ |
| 50 | LaSalle St. Investment Advisors, LLC | 112,959 | $11M | -507 | -0.4% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Capstone Wealth Management Group, I | 47,846 | $5M |
| HRT FINANCIAL LP | 26,702 | $3M |
| Carnegie Investment Counsel | 14,227 | $1M |
| FLOW TRADERS U.S. LLC | 10,063 | $997K |
| Ducere Wealth Management LLC | 8,540 | $846K |
| GK Wealth Management LLC | 7,763 | $769K |
| Vise Technologies, Inc. | 6,885 | $682K |
| JANE STREET GROUP, LLC | 6,064 | $601K |
| SteelPeak Wealth, LLC | 4,323 | $428K |
| TWO SIGMA SECURITIES, LLC | 3,964 | $393K |
| Diversify Advisory Services, LLC | 3,106 | $308K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 3,106 | $308K |
| JONES FINANCIAL COMPANIES LLLP | 2,503 | $248K |
| Aviance Capital Partners, LLC | 2,279 | $226K |
| Creative Planning | 2,236 | $222K |
| Turning Point Benefit Group, Inc. | 2,233 | $221K |
| Manhattan West Asset Management, LL | 2,078 | $206K |
| HAMILTON CAPITAL PARTNERS, LLC | 1,009 | $100K |
| LifeSteps Financial, Inc. | 200 | $20K |
| Basepoint Wealth LLC | 144 | $14K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 140,166 | $14M |
| Independent Advisor Alliance | 96,792 | $10M |
| CITADEL ADVISORS LLC | 34,338 | $3M |
| Brookstone Capital Management | 25,968 | $3M |
| Baer Investment Advisory LLC | 18,988 | $2M |
| Orion Porfolio Solutions, LLC | 14,834 | $1M |
| Convergence Financial, LLC | 9,216 | $913K |
| Kovack Advisors, Inc. | 6,865 | $680K |
| Align Financial, LLC | 6,549 | $649K |
| Marex Group plc | 6,264 | $621K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 5,903 | $585K |
| Advyzon Investment Management, LLC | 4,945 | $490K |
| Sterling Wealth Management, Inc. | 4,222 | $418K |
| Strategic Blueprint, LLC | 3,978 | $394K |
| Hilltop Holdings Inc. | 3,875 | $384K |
| Advance Capital Management, Inc. | 3,870 | $383K |
| Kingsview Wealth Management, LLC | 3,130 | $310K |
| Embree Financial Group | 2,899 | $287K |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | 2,824 | $280K |
| OPPENHEIMER & CO INC | 2,650 | $263K |