BILZ

—

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$100.95

+0.01 (+0.01%)

USD · as of 2026-07-30 · marketstack

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Institutional ownership· 13F filers holding BILZ · 2026-Q1 methodology → sources →

113 holders

FUNDPIMCO ETF TRA fund, not an operating company. There are no company fundamentals for a fund line — no revenue, no earnings, no balance sheet, no fair value — so the security page stays price-only by design, and this register is the 13F read: which institutions hold the fund itself.evidence · the issuer name as filed on 13Fs ⓘ

% of shares outstanding held

—

Shares held (13F)

7,410,002

Reporting holders

113

% of shares outstanding is not shown for BILZ: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.

Active share of register100.0%113 active filers

Index / screened out0.0%0 filers

Reporting holders1132026-Q1

Top-10 concentration65.6%

HHI0.0562

Effective holders17.8

Crowding percentile—

Crowding percentile withheld — no market cap for BILZ in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 113 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Allianz Asset Management GmbH	924,125924,125	$93M	—	—
2	AE Wealth Management LLC	781,091781,091	$79M	—	TRIM -22%
3	Delta Investment Management, LLC	615,577615,577	$62M	—	ADD 5837%
4	CAPTRUST FINANCIAL ADVISORS	526,259526,259	$53M	—	TRIM -26%
5	Beacon Capital Management, LLC	486,666486,666	$49M	—	TRIM -18%
6	GOLDMAN SACHS GROUP INC	386,892386,892	$39M	—	ADD 100%
7	LPL Financial LLC	315,642315,642	$32M	—	ADD 41%
8	Summit Financial Wealth Advisors, LLC	302,867302,867	$31M	—	ADD 9%
9	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	279,132279,132	$28M	—	ADD 6%
10	Parallel Advisors, LLC	240,238240,238	$24M	—	ADD 79%
11	ACCESS FINANCIAL SERVICES, INC.	234,391234,391	$24M	—	ADD 61%
12	Authentikos Wealth Advisory, LLC	206,512206,512	$21M	—	ADD 345%
13	Biltmore Wealth Management, LLC	183,421183,421	$19M	—	ADD 2928%
14	SMART Wealth LLC	152,564152,564	$15M	—	ADD 728%
15	Mid-American Wealth Advisory Group, Inc.	128,222128,222	$13M	—	—
16	ROYAL BANK OF CANADA	108,517108,517	$11M	—	ADD 26%
17	Thrivent Financial for Lutherans	100,551100,551	$10M	—	ADD 18%
18	CITADEL ADVISORS LLC	95,84695,846	$10M	—	ADD 1352%
19	Essex Financial Services, Inc.	87,98087,980	$9M	—	ADD 8%
20	Bridgewealth Advisory Group, LLC	72,33272,332	$7M	—	TRIM -8%
21	Tower Research Capital LLC (TRC)	65,64865,648	$7M	—	NEW
22	Private Advisory Group LLC	64,61764,617	$7M	—	—
23	Kooman & Associates	63,59363,593	$6M	—	TRIM -6%
24	Trajan Wealth LLC	54,33154,331	$5M	—	TRIM -10%
25	ABLE Financial Group, LLC	53,05953,059	$5M	—	ADD 33%
26	Aegis Wealth Management, Inc.	44,68244,682	$5M	—	TRIM -22%
27	SFG Wealth Management, LLC.	35,08035,080	$4M	—	NEW
28	Southland Equity Partners LLC	34,26534,265	$3M	—	ADD 58%
29	OSAIC HOLDINGS, INC.	32,52332,523	$3M	—	—
30	Independent Advisor Alliance	30,79230,792	$3M	—	NEW
31	Farther Finance Advisors, LLC	30,68930,689	$3M	—	ADD 8%
32	SUSQUEHANNA INTERNATIONAL GROUP, LLP	29,81829,818	$3M	—	NEW
33	Janney Montgomery Scott LLC	29,69329,693	$3M	—	—
34	Addison Capital Co	27,86327,863	$3M	—	ADD 11%
35	Legacy Capital Wealth Partners, LLC	26,95926,959	$3M	—	—
36	Csenge Advisory Group	23,49323,493	$2M	—	TRIM -58%
37	Precision Wealth Strategies, LLC	23,47023,470	$2M	—	ADD 32%
38	Boomfish Wealth Group, LLC	20,49620,496	$2M	—	ADD 38%
39	Wellment Financial	19,86219,862	$2M	—	TRIM -45%
40	Integrated Wealth Concepts LLC	19,57019,570	$2M	—	—
41	POM Investment Strategies, LLC	17,90717,907	$2M	—	NEW
42	Astoria Portfolio Advisors LLC.	17,53817,538	$2M	—	ADD 47%
43	MML INVESTORS SERVICES, LLC	16,78416,784	$2M	—	ADD 20%
44	PATTEN & PATTEN INC/TN	16,18116,181	$2M	—	TRIM -2%
45	WCG Wealth Advisors LLC	16,08516,085	$2M	—	ADD 19%
46	STIFEL FINANCIAL CORP	15,15615,156	$2M	—	ADD 44%
47	Financial Connections Group, Inc.	15,06815,068	$2M	—	ADD 106%
48	SEI INVESTMENTS CO	14,76114,761	$1M	—	NEW
49	Apella Capital, LLC	13,66813,668	$1M	—	NEW
50	COMMONWEALTH EQUITY SERVICES, LLC	13,44113,441	$1M	—	ADD 5%
51	FreeGulliver LLC	12,95912,959	$1M	—	ADD 161%
52	Elevated Capital Advisors, LLC	12,43712,437	$1M	—	TRIM -67%
53	HOWARD BAILEY SECURITIES, LLC	12,28412,284	$1M	—	TRIM -58%
54	Snowden Capital Advisors LLC	11,33911,339	$1M	—	TRIM -11%
55	SILVERLAKE WEALTH MANAGEMENT LLC	11,29211,292	$1M	—	ADD 89%
56	Cambridge Investment Research Advisors, Inc.	10,83610,836	$1M	—	TRIM -33%
57	Integrated Wealth Management	10,20810,208	$1M	—	TRIM -51%
58	Outlook Wealth Advisors, LLC	10,12010,120	$1M	—	TRIM -70%
59	Trek Financial, LLC	9,9109,910	$1M	—	TRIM -35%
60	Base Wealth Management LLC	8,1238,123	$820,190	—	TRIM -77%
61	Private Advisor Group, LLC	7,9577,957	$803,470	—	—
62	JANE STREET GROUP, LLC	7,8897,889	$796,552	—	TRIM -82%
63	FSA Advisors, Inc.	7,6627,662	$773,590	—	TRIM -43%
64	Williams & Novak, LLC	7,0617,061	$710,809	—	NEW
65	Great Lakes Retirement, Inc.	6,6346,634	$669,822	—	TRIM -34%
66	FWG Investments, LLC.	6,4296,429	$649,101	—	TRIM -49%
67	Networth Advisors, LLC	6,1246,124	$618,351	—	TRIM -42%
68	Mutual Advisors, LLC	6,1176,117	$617,619	—	NEW
69	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	5,9345,934	$599,109	—	NEW
70	Founders Financial Alliance, LLC	5,8885,888	$594,493	—	—
71	B.O.S.S. Retirement Advisors, LLC	5,1555,155	$520,520	—	TRIM -49%
72	Stratos Wealth Partners, LTD.	4,8654,865	$491,219	—	TRIM -22%
73	Kestra Advisory Services, LLC	4,7974,797	$484,356	—	TRIM -13%
74	RAYMOND JAMES FINANCIAL INC	4,5434,543	$458,707	—	NEW
75	TOUNJIAN ADVISORY PARTNERS, LLC	4,3364,336	$437,804	—	TRIM -9%
76	Sanctuary Advisors, LLC	4,1024,102	$414,179	—	NEW
77	Centennial Advisors, LLC	4,0764,076	$411,545	—	TRIM -61%
78	CARY STREET PARTNERS FINANCIAL LLC	3,7753,775	$381,162	—	ADD 9%
79	BROWN ADVISORY INC	3,4303,430	$346,327	—	—
80	Visionary Wealth Advisors	3,2223,222	$325,318	—	TRIM -6%
81	LifeWealth Investments, LLC	3,2213,221	$325,232	—	TRIM -59%
82	Key Capital Management, INC	3,1053,105	$313,512	—	TRIM -56%
83	UNITED CAPITAL FINANCIAL ADVISORS, LLC	2,9532,953	$298,164	—	—
84	Lodestone Wealth Management LLC	2,8912,891	$291,876	—	TRIM -11%
85	EVOLUTION WEALTH MANAGEMENT INC.	2,7732,773	$279,990	—	TRIM -27%
86	Security Financial Services, INC.	2,4612,461	$248,487	—	ADD 5%
87	Quest 10 Wealth Builders, Inc.	2,4142,414	$243,742	—	TRIM -43%
88	Blackston Financial Advisory Group, LLC	2,3082,308	$233,039	—	TRIM -39%
89	Triad Wealth Partners, LLC	2,2382,238	$225,971	—	NEW
90	Lloyd Advisory Services, LLC.	2,1942,194	$221,578	—	TRIM -94%
91	Kingdom Financial Group LLC.	2,1942,194	$221,578	—	TRIM -33%
92	Krilogy Financial LLC	2,0302,030	$204,645	—	—
93	Rialto Wealth Management, LLC	1,7531,753	$177,001	—	—
94	HARBOR INVESTMENT ADVISORY, LLC	1,5001,500	$151,455	—	NEW
95	WELLS FARGO & COMPANY/MN	452452	$45,638	—	TRIM -78%
96	Root Financial Partners, LLC	450450	$45,437	—	NEW
97	Mosley Wealth Management	441441	$44,625	—	NEW
98	BANK OF MONTREAL /CAN/	395395	$39,883	—	—
99	NewEdge Advisors, LLC	37,57837,578	$37,578	—	NEW
100	CoreCap Advisors, LLC	285285	$28,776	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 62 bought / 56 sold · net +1,179,331 shares · 5.8d of ADV

Bought62 filers

Shares: 2,088,106
Value: $211M
Opened: 25 · 277,951 sh
Days of ADV: 10.2d

Sold56 filers

Shares: 908,775
Value: $92M
Closed: 9 · 62,525 sh
Days of ADV: 4.4d

Net (all filers) +1,179,331 sh · $119M · 18.9% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Allianz Asset Management GmbH

1.0M

776K

542K

804K

929K

924K

$93M

AE Wealth Management LLC

932K

881K

1.4M

1.2M

1.0M

781K

$79M

Delta Investment Management, LLC

—

527K

132K

10K

616K

$62M

CAPTRUST FINANCIAL ADVISORS

91K

262K

439K

637K

715K

526K

$53M

Beacon Capital Management, LLC

1.2M

938K

752K

640K

596K

487K

$49M

GOLDMAN SACHS GROUP INC

171K

14K

254K

198K

194K

387K

$39M

LPL Financial LLC

53K

242K

458K

325K

225K

316K

$32M

Summit Financial Wealth Advisors, LLC

—

62K

209K

277K

303K

$31M

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

—

228K

251K

264K

279K

$28M

Parallel Advisors, LLC

67K

79K

80K

200K

134K

240K

$24M

ACCESS FINANCIAL SERVICES, INC.

135K

300K

379K

153K

146K

234K

$24M

Authentikos Wealth Advisory, LLC

70K

65K

73K

46K

207K

$21M

Biltmore Wealth Management, LLC

183K

$19M

SMART Wealth LLC

—

15K

23K

18K

153K

$15M

Mid-American Wealth Advisory Group, Inc.

125K

75K

106K

111K

128K

$13M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	113	7,410,002	—	$744M
2025-Q4	97	6,230,671	—	$628M
2025-Q3	100	6,483,466	—	$656M
2025-Q2	92	6,657,799	—	$674M
2025-Q1	83	5,706,887	—	$578M
2024-Q4	80	4,927,409	—	$497M

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

▸Register gapwho owns your peers and not you

13F

Institutional ownership· 13F filers holding BILZ · 2026-Q1 methodology → sources →

113 holders

% of shares outstanding held

—

Shares held (13F)

7,410,002

Reporting holders

113

Active share of register100.0%113 active filers

Index / screened out0.0%0 filers

Reporting holders1132026-Q1

Top-10 concentration65.6%

HHI0.0562

Effective holders17.8

Crowding percentile—

Crowding percentile withheld — no market cap for BILZ in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 113 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Allianz Asset Management GmbH	924,125924,125	$93M	—	—
2	AE Wealth Management LLC	781,091781,091	$79M	—	TRIM -22%
3	Delta Investment Management, LLC	615,577615,577	$62M	—	ADD 5837%
4	CAPTRUST FINANCIAL ADVISORS	526,259526,259	$53M	—	TRIM -26%
5	Beacon Capital Management, LLC	486,666486,666	$49M	—	TRIM -18%
6	GOLDMAN SACHS GROUP INC	386,892386,892	$39M	—	ADD 100%
7	LPL Financial LLC	315,642315,642	$32M	—	ADD 41%
8	Summit Financial Wealth Advisors, LLC	302,867302,867	$31M	—	ADD 9%
9	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	279,132279,132	$28M	—	ADD 6%
10	Parallel Advisors, LLC	240,238240,238	$24M	—	ADD 79%
11	ACCESS FINANCIAL SERVICES, INC.	234,391234,391	$24M	—	ADD 61%
12	Authentikos Wealth Advisory, LLC	206,512206,512	$21M	—	ADD 345%
13	Biltmore Wealth Management, LLC	183,421183,421	$19M	—	ADD 2928%
14	SMART Wealth LLC	152,564152,564	$15M	—	ADD 728%
15	Mid-American Wealth Advisory Group, Inc.	128,222128,222	$13M	—	—
16	ROYAL BANK OF CANADA	108,517108,517	$11M	—	ADD 26%
17	Thrivent Financial for Lutherans	100,551100,551	$10M	—	ADD 18%
18	CITADEL ADVISORS LLC	95,84695,846	$10M	—	ADD 1352%
19	Essex Financial Services, Inc.	87,98087,980	$9M	—	ADD 8%
20	Bridgewealth Advisory Group, LLC	72,33272,332	$7M	—	TRIM -8%
21	Tower Research Capital LLC (TRC)	65,64865,648	$7M	—	NEW
22	Private Advisory Group LLC	64,61764,617	$7M	—	—
23	Kooman & Associates	63,59363,593	$6M	—	TRIM -6%
24	Trajan Wealth LLC	54,33154,331	$5M	—	TRIM -10%
25	ABLE Financial Group, LLC	53,05953,059	$5M	—	ADD 33%
26	Aegis Wealth Management, Inc.	44,68244,682	$5M	—	TRIM -22%
27	SFG Wealth Management, LLC.	35,08035,080	$4M	—	NEW
28	Southland Equity Partners LLC	34,26534,265	$3M	—	ADD 58%
29	OSAIC HOLDINGS, INC.	32,52332,523	$3M	—	—
30	Independent Advisor Alliance	30,79230,792	$3M	—	NEW
31	Farther Finance Advisors, LLC	30,68930,689	$3M	—	ADD 8%
32	SUSQUEHANNA INTERNATIONAL GROUP, LLP	29,81829,818	$3M	—	NEW
33	Janney Montgomery Scott LLC	29,69329,693	$3M	—	—
34	Addison Capital Co	27,86327,863	$3M	—	ADD 11%
35	Legacy Capital Wealth Partners, LLC	26,95926,959	$3M	—	—
36	Csenge Advisory Group	23,49323,493	$2M	—	TRIM -58%
37	Precision Wealth Strategies, LLC	23,47023,470	$2M	—	ADD 32%
38	Boomfish Wealth Group, LLC	20,49620,496	$2M	—	ADD 38%
39	Wellment Financial	19,86219,862	$2M	—	TRIM -45%
40	Integrated Wealth Concepts LLC	19,57019,570	$2M	—	—
41	POM Investment Strategies, LLC	17,90717,907	$2M	—	NEW
42	Astoria Portfolio Advisors LLC.	17,53817,538	$2M	—	ADD 47%
43	MML INVESTORS SERVICES, LLC	16,78416,784	$2M	—	ADD 20%
44	PATTEN & PATTEN INC/TN	16,18116,181	$2M	—	TRIM -2%
45	WCG Wealth Advisors LLC	16,08516,085	$2M	—	ADD 19%
46	STIFEL FINANCIAL CORP	15,15615,156	$2M	—	ADD 44%
47	Financial Connections Group, Inc.	15,06815,068	$2M	—	ADD 106%
48	SEI INVESTMENTS CO	14,76114,761	$1M	—	NEW
49	Apella Capital, LLC	13,66813,668	$1M	—	NEW
50	COMMONWEALTH EQUITY SERVICES, LLC	13,44113,441	$1M	—	ADD 5%
51	FreeGulliver LLC	12,95912,959	$1M	—	ADD 161%
52	Elevated Capital Advisors, LLC	12,43712,437	$1M	—	TRIM -67%
53	HOWARD BAILEY SECURITIES, LLC	12,28412,284	$1M	—	TRIM -58%
54	Snowden Capital Advisors LLC	11,33911,339	$1M	—	TRIM -11%
55	SILVERLAKE WEALTH MANAGEMENT LLC	11,29211,292	$1M	—	ADD 89%
56	Cambridge Investment Research Advisors, Inc.	10,83610,836	$1M	—	TRIM -33%
57	Integrated Wealth Management	10,20810,208	$1M	—	TRIM -51%
58	Outlook Wealth Advisors, LLC	10,12010,120	$1M	—	TRIM -70%
59	Trek Financial, LLC	9,9109,910	$1M	—	TRIM -35%
60	Base Wealth Management LLC	8,1238,123	$820,190	—	TRIM -77%
61	Private Advisor Group, LLC	7,9577,957	$803,470	—	—
62	JANE STREET GROUP, LLC	7,8897,889	$796,552	—	TRIM -82%
63	FSA Advisors, Inc.	7,6627,662	$773,590	—	TRIM -43%
64	Williams & Novak, LLC	7,0617,061	$710,809	—	NEW
65	Great Lakes Retirement, Inc.	6,6346,634	$669,822	—	TRIM -34%
66	FWG Investments, LLC.	6,4296,429	$649,101	—	TRIM -49%
67	Networth Advisors, LLC	6,1246,124	$618,351	—	TRIM -42%
68	Mutual Advisors, LLC	6,1176,117	$617,619	—	NEW
69	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	5,9345,934	$599,109	—	NEW
70	Founders Financial Alliance, LLC	5,8885,888	$594,493	—	—
71	B.O.S.S. Retirement Advisors, LLC	5,1555,155	$520,520	—	TRIM -49%
72	Stratos Wealth Partners, LTD.	4,8654,865	$491,219	—	TRIM -22%
73	Kestra Advisory Services, LLC	4,7974,797	$484,356	—	TRIM -13%
74	RAYMOND JAMES FINANCIAL INC	4,5434,543	$458,707	—	NEW
75	TOUNJIAN ADVISORY PARTNERS, LLC	4,3364,336	$437,804	—	TRIM -9%
76	Sanctuary Advisors, LLC	4,1024,102	$414,179	—	NEW
77	Centennial Advisors, LLC	4,0764,076	$411,545	—	TRIM -61%
78	CARY STREET PARTNERS FINANCIAL LLC	3,7753,775	$381,162	—	ADD 9%
79	BROWN ADVISORY INC	3,4303,430	$346,327	—	—
80	Visionary Wealth Advisors	3,2223,222	$325,318	—	TRIM -6%
81	LifeWealth Investments, LLC	3,2213,221	$325,232	—	TRIM -59%
82	Key Capital Management, INC	3,1053,105	$313,512	—	TRIM -56%
83	UNITED CAPITAL FINANCIAL ADVISORS, LLC	2,9532,953	$298,164	—	—
84	Lodestone Wealth Management LLC	2,8912,891	$291,876	—	TRIM -11%
85	EVOLUTION WEALTH MANAGEMENT INC.	2,7732,773	$279,990	—	TRIM -27%
86	Security Financial Services, INC.	2,4612,461	$248,487	—	ADD 5%
87	Quest 10 Wealth Builders, Inc.	2,4142,414	$243,742	—	TRIM -43%
88	Blackston Financial Advisory Group, LLC	2,3082,308	$233,039	—	TRIM -39%
89	Triad Wealth Partners, LLC	2,2382,238	$225,971	—	NEW
90	Lloyd Advisory Services, LLC.	2,1942,194	$221,578	—	TRIM -94%
91	Kingdom Financial Group LLC.	2,1942,194	$221,578	—	TRIM -33%
92	Krilogy Financial LLC	2,0302,030	$204,645	—	—
93	Rialto Wealth Management, LLC	1,7531,753	$177,001	—	—
94	HARBOR INVESTMENT ADVISORY, LLC	1,5001,500	$151,455	—	NEW
95	WELLS FARGO & COMPANY/MN	452452	$45,638	—	TRIM -78%
96	Root Financial Partners, LLC	450450	$45,437	—	NEW
97	Mosley Wealth Management	441441	$44,625	—	NEW
98	BANK OF MONTREAL /CAN/	395395	$39,883	—	—
99	NewEdge Advisors, LLC	37,57837,578	$37,578	—	NEW
100	CoreCap Advisors, LLC	285285	$28,776	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 62 bought / 56 sold · net +1,179,331 shares · 5.8d of ADV

Bought62 filers

Shares: 2,088,106
Value: $211M
Opened: 25 · 277,951 sh
Days of ADV: 10.2d

Sold56 filers

Shares: 908,775
Value: $92M
Closed: 9 · 62,525 sh
Days of ADV: 4.4d

Net (all filers) +1,179,331 sh · $119M · 18.9% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Allianz Asset Management GmbH

1.0M

776K

542K

804K

929K

924K

$93M

AE Wealth Management LLC

932K

881K

1.4M

1.2M

1.0M

781K

$79M

Delta Investment Management, LLC

—

527K

132K

10K

616K

$62M

CAPTRUST FINANCIAL ADVISORS

91K

262K

439K

637K

715K

526K

$53M

Beacon Capital Management, LLC

1.2M

938K

752K

640K

596K

487K

$49M

GOLDMAN SACHS GROUP INC

171K

14K

254K

198K

194K

387K

$39M

LPL Financial LLC

53K

242K

458K

325K

225K

316K

$32M

Summit Financial Wealth Advisors, LLC

—

62K

209K

277K

303K

$31M

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

—

228K

251K

264K

279K

$28M

Parallel Advisors, LLC

67K

79K

80K

200K

134K

240K

$24M

ACCESS FINANCIAL SERVICES, INC.

135K

300K

379K

153K

146K

234K

$24M

Authentikos Wealth Advisory, LLC

70K

65K

73K

46K

207K

$21M

Biltmore Wealth Management, LLC

183K

$19M

SMART Wealth LLC

—

15K

23K

18K

153K

$15M

Mid-American Wealth Advisory Group, Inc.

125K

75K

106K

111K

128K

$13M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	113	7,410,002	—	$744M
2025-Q4	97	6,230,671	—	$628M
2025-Q3	100	6,483,466	—	$656M
2025-Q2	92	6,657,799	—	$674M
2025-Q1	83	5,706,887	—	$578M
2024-Q4	80	4,927,409	—	$497M

Short interest has its own tab now — open SI →

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13F

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Institutional ownership· 13F filers holding BILZ · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

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Institutional ownership· 13F filers holding BILZ · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

▸Register gapwho owns your peers and not you

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