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Disclosery

BILS SPDR SERIES TRUST

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ST STR BL 12 ETF (fund)

264 managers (266 13F filers) reported a position in BILS shares at 2025-09-30, 24,379,898 shares in all. 17 filers opened a position and 34 filers sold out during the quarter.

Managers
264
13F filers
266
New
17
Added
102
Reduced
125
Sold out
34
Shares held by filers
24,379,898

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC3,631,527$361M0.11%+354,54513F-HRTimeline
CWM, LLCin group CWM, LLC2,151,374$214M0.64%+275,46413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,429,213$142M0.01%+30,26513F-HR/ATimelineGroup
Miller Investment Management, LP1,186,377$118M11.86%+78,31113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,038,029$104M0.02%-95,39113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN618,878$61.6M0.01%+170,29713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.533,474$53.1M0.07%+99,54913F-HRTimelineGroup
Sargent Investment Group, LLC523,136$52.1M7.42%-77,08213F-HRTimeline
NorthCoast Asset Management LLC513,072$51.1M0.2%+340,34913F-HRTimeline
Bell Bank502,821$50M2.17%-27,43613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA492,384$49M0.01%+4,31513F-HRTimelineGroup
PECAUT & CO.432,546$43M13.83%+55,79013F-HRTimeline
UBS Group AGin group UBS Group AG428,382$42.6M0.01%+25,35613F-HRTimelineGroup
Cetera Investment Advisers422,010$42M0.05%-36,52513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC408,412$40.6M0.05%-55,42913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC398,813$39.7M0.01%-79,29613F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC363,159$36.1M0.94%+65,76013F-HRTimeline
One Day In July LLC329,921$32.8M2.78%+72,17713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC307,555$30.6M0.02%+78,46213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY283,796$28.2M<0.01%+33,14613F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP259,488$25.8M0.03%-6,54513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC246,329$24.5M0.01%+65,09013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC230,251$22.9M0.06%+13,48913F-HRTimeline
Integrated Wealth Concepts LLC218,857$21.8M0.19%+17013F-HRTimeline
Running Point Capital Advisors, LLC218,813$21.8M5.83%-36,30013F-HRTimeline
CWA Asset Management Group, LLC213,114$21.2M0.78%+3,57513F-HRTimeline
Peak Asset Management, LLC206,707$20.6M3.59%+7,76413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC166,238$16.5M0.03%-7,88713F-HRTimelineGroup
HighTower Advisors, LLC164,338$16.4M0.02%+72,90013F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP161,239$16M0.64%-133,73513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…145,599$14.5M0.01%+16,12413F-HRTimelineGroup
NDWM LLC143,224$14.3M9.67%+3,14513F-HRTimeline
Private Advisor Group, LLC136,485$13.6M0.07%-5,94613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…136,003$13.5M0.03%+9,88313F-HRTimelineGroup
Birchcreek Wealth Management, LLC133,891$13.3M6.88%+12,95813F-HRTimeline
Horizon Family Wealth, Inc.124,150$12.4M7.1%+2,51913F-HRTimeline
Treasure Coast Financial Planning121,887$12.1M6.77%+1,48513F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC120,590$12M5.61%-7,08113F-HRTimeline
Delos Wealth Advisors, LLC120,135$12M8.07%+8,03013F-HRTimeline
Long Run Wealth Advisors, LLC118,378$11.8M2.31%+10,17513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.117,795$11.7M0.09%+9,97213F-HRTimelineGroup
MOKAN Wealth Management Inc.115,995$11.5M5.81%+4,92413F-HRTimeline
Austin Wealth Management, LLC114,964$11.4M1.79%-2,07013F-HRTimeline
DBK Financial Counsel, LLC112,300$11.2M9.4%-14,23213F-HRTimeline
Pacific Sage Partners, LLC108,186$10.8M1.8%+38,04513F-HRTimeline
Fortis Group Advisors, LLC107,225$10.7M1.84%-16,53613F-HRTimeline
Anson Capital, Inc.100,240$9.98M7.48%+3,88513F-HRTimeline
PROMETHIUM ADVISORS,LLC93,188$9.27M5.32%+21,45413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding92,960$9.25M+25,062Timeline
Altiora Financial Group, LLC92,419$9.2M1.68%-1,35313F-HRTimeline
ENTREWEALTH, LLC90,822$9.04M4.65%+4,88113F-HRTimeline
NewEdge Advisors, LLC89,936$8.95M0.04%-14,55413F-HRTimeline
Choate Investment Advisors89,070$8.86M0.18%-31,68013F-HRTimeline
CALTON & ASSOCIATES, INC.82,460$8.21M1.23%+7,08713F-HRTimeline
Procyon Advisors, LLC80,247$7.99M0.48%new13F-HRTimeline
Kera Capital Partners, Inc.79,835$7.95M1.19%+3,49613F-HRTimeline
Valmark Advisers, Inc.77,623$7.73M0.1%-1,56713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding72,728$7.24M+6,052Timeline
AlphaCore Capital LLC72,188$7.18M0.24%-8,35813F-HRTimeline
Proficio Capital Partners LLC71,972$7.16M0.49%-92,12713F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP66,861$6.65M0.01%+5,82013F-HRTimelineGroup
RETIREMENT CAPITAL STRATEGIES57,462$5.72M2.19%-1,81413F-HRTimeline
Janney Montgomery Scott LLC55,286$5.5M0.01%-12,84513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC54,845$5.46M0.13%-1,48113F-HRTimeline
QUADRANT CAPITAL GROUP LLC54,680$5.44M0.18%+8,33713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…53,395$5.31M0.09%+2,04813F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …53,384$5.31M0.11%-34,98413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO50,804$5.06M<0.01%-2,58013F-HR/ATimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management50,044$4.98M0.06%-1,81113F-HRTimelineGroup
Waldron Private Wealth LLC49,830$4.96M0.2%-13,18013F-HRTimeline
HM PAYSON & CO47,837$4.76M0.07%-4,23213F-HRTimeline
Prosperity Consulting Group, LLC47,544$4.73M0.23%-4,29913F-HRTimeline
Caitlin John, LLC47,474$4.72M3.29%-43213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…47,342$4.71M0.31%+15,15213F-HRTimelineGroup
Carrera Capital Advisors47,338$4.71M0.85%+68313F-HRTimeline
Advisory Services Network, LLC47,134$4.69M0.07%+20,98113F-HRTimeline
Total Clarity Wealth Management, Inc.46,438$4.62M1.23%+11,25513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV46,393$4.62M0.01%+1,56913F-HRTimeline
Hershey Financial Advisers, LLC45,811$4.56M3.91%-76813F-HRTimeline
Beacon Capital Management, Inc.45,191$4.5M0.21%-20,69513F-HRTimeline
Cambridge Investment Research Advisors,…44,116$4.39M0.01%-20,31013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.42,652$4.24M0.01%+1,48413F-HRTimelineGroup
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…42,045$4.18M2.67%-2,24113F-HRTimelineGroup
Onyx Bridge Wealth Group LLC41,870$4.17M0.45%-76813F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…40,399$4.02M0.62%-67213F-HRTimeline
O'ROURKE & COMPANY, Inc40,282$4.01M1.68%+25,95313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC40,190$4M<0.01%-42,00013F-HRTimelineGroup
Hibernia Wealth Partners, LLC39,910$3.97M2.54%-35,99213F-HRTimeline
Portland Global Advisors LLC39,508$3.93M0.44%-15413F-HRTimeline
Steward Partners Investment Advisory, L…36,493$3.63M0.02%+2,74513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC36,295$3.61M<0.01%-25,56913F-HRTimelineGroup
IAMS WEALTH MANAGEMENT, LLC36,226$3.61M1.45%+5,38813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…33,148$3.3M0.04%-16,40213F-HRTimelineGroup
WEDBUSH SECURITIES INC33,106$3.29M0.11%+2,69213F-HRTimeline
Pine Valley Investments Ltd Liability Co31,694$3.15M0.16%-8,31713F-HRTimeline
Gradient Capital Advisors, LLC31,136$3.1M0.83%+4,75213F-HRTimeline
FLOW TRADERS U.S. LLC30,241$3.01M0.12%-9,76613F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.29,195$2.91M0.17%+8,96613F-HRTimelineGroup
Hutchinson Financial Advisors, INC28,803$2.87M2.82%+5,97313F-HRTimeline
Farther Finance Advisors, LLC28,544$2.84M0.04%+8313F-HRTimeline
Ausdal Financial Partners, Inc.26,047$2.59M0.13%+7,84813F-HRTimeline
Dakota Wealth Management25,738$2.56M0.05%+1,91313F-HR/ATimeline
C2P Capital Advisory Group, LLC d.b.a. …25,564$2.54M0.15%+2,24413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC25,235$2.51M0.01%-9,12213F-HRTimelineGroup
IEQ CAPITAL, LLC25,122$2.5M0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,897$2.47M<0.01%-1,80713F-HRTimeline
Carr Financial Group Corp24,718$2.46M0.68%-83613F-HRTimeline
WealthTrust Asset Management, LLC24,489$2.44M1.69%-21,52413F-HRTimeline
VICTORY FINANCIAL GROUP, LLC24,085$2.4M0.33%-1,22813F-HRTimeline
Traub Capital Management LLC23,266$2.32M2.29%-25613F-HRTimeline
Orion Porfolio Solutions, LLC22,728$2.26M0.02%+2,50613F-HRTimeline
Western Wealth Management, LLC22,500$2.24M0.12%-5,39513F-HRTimeline
TFR Capital, LLC.22,452$2.23M0.75%-91713F-HRTimeline
Sanctuary Advisors, LLC22,302$2.22M0.01%+4,64513F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC21,867$2.18M<0.01%-27,22813F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth21,649$2.15M<0.01%+5,47513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,859$2.08M<0.01%-85,85213F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.19,818$1.97M0.09%-89713F-HRTimeline
Retirement Planning Group, LLC19,382$1.93M0.07%new13F-HRTimeline
Magnolia Private Wealth, LLC19,310$1.92M1.41%-6,50013F-HRTimeline
IFP Advisors, Inc19,242$1.91M0.05%+2,49513F-HR/ATimeline
Capital Advisors, Ltd. LLC19,005$1.89M0.21%-27613F-HRTimeline
Blue Trust, Inc.19,000$1.89M0.02%+17313F-HRTimeline
MGO ONE SEVEN LLC18,752$1.87M0.04%+2,47513F-HRTimeline
Cresset Asset Management, LLC18,010$1.79M0.01%new13F-HR/ATimeline
Foundations Investment Advisors, LLC17,851$1.78M0.03%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…17,738$1.77M0.07%-3,38813F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT16,538$1.65M0.19%+913F-HRTimeline
One Capital Management, LLC16,494$1.64M0.05%-2,32813F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC16,200$1.61M0.63%-5,58613F-HR/ATimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC16,000$1.59M0.06%+8,00013F-HRTimelineGroup
Prospera Financial Services Inc15,894$1.58M0.03%+79013F-HRTimeline
Pacific Point Advisors, LLC15,269$1.52M0.89%+6,77313F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI14,605$1.45M0.08%-99013F-HRTimeline
Values First Advisors, Inc.14,059$1.4M0.75%+29413F-HRTimeline
Mills Wealth Advisors LLC13,810$1.37M0.56%new13F-HRTimeline
Geneos Wealth Management Inc.13,557$1.35M0.03%+1,55513F-HRTimeline
Bright Futures Wealth Management, LLC.13,524$1.35M1.05%13F-HRTimeline
Mariner, LLCin group Mariner, LLC13,429$1.34M<0.01%-9,55113F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP12,652$1.26M0.08%-46,99613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC12,635$1.26M0.05%-1,20013F-HRTimeline
Collier Financial12,309$1.23M0.92%13F-HRTimeline
Barnes Wealth Management Group, Inc12,267$1.22M0.67%-85413F-HRTimeline
Pekin Hardy Strauss, Inc.11,900$1.18M0.12%+2,41013F-HRTimeline
&PARTNERS11,870$1.18M0.01%+11713F-HRTimeline
Patten Group, Inc.11,659$1.16M0.23%-1,12913F-HRTimeline
MCF Advisors LLC11,440$1.14M0.07%-1,41813F-HRTimeline
Parallel Advisors, LLC11,434$1.14M0.02%+2,67113F-HRTimeline
Belpointe Asset Management LLC11,003$1.1M0.04%-10913F-HRTimeline
RiverTree Advisors, LLC10,703$1.07M0.68%-89113F-HRTimeline
CoreCap Advisors, LLC10,672$1.06M0.04%-41,94613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,492$1.04M0.01%+5,48913F-HRTimeline
Kohmann Bosshard Financial Services, LLC10,452$1.04M0.11%+5,08913F-HRTimeline
GK Wealth Management LLC10,231$1.02M0.76%-20413F-HRTimeline
MAI Capital Management10,088$1M0.01%-13613F-HRTimeline
SYKON CAPITAL LLC9,944$990K0.33%-64413F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC9,704$966K0.18%+7413F-HRTimelineGroup
Keystone Financial Group9,681$963K0.07%+37513F-HR/ATimeline
Lynx Investment Advisory9,523$948K0.57%-41213F-HRTimeline
BEACON FINANCIAL GROUP9,387$934K0.09%new13F-HRTimeline
Phil A. Younker & Associates, Ltd.9,345$930K0.71%-13013F-HRTimeline
Strategic Wealth Partners, Ltd.9,061$902K0.07%-66,70413F-HRTimeline
Turning Point Benefit Group, Inc.8,944$887K0.54%+63013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,913$887K0.02%+29113F-HRTimelineGroup
Clear Creek Financial Management, LLC8,857$881K0.08%-15813F-HRTimeline
Sightline Wealth Advisors, LLC8,833$879K0.4%-1,13513F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC8,760$872K0.34%-23513F-HR/ATimelineGroup
Vertex Planning Partners, LLC8,751$871K0.17%-2,65013F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,686$864K0.02%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC8,290$825K0.01%-9,57413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,253$821K0.02%-17,33613F-HRTimelineGroup
Weaver Capital Management LLC8,065$803K0.18%+4,64513F-HRTimeline
TD Waterhouse Canada Inc.8,335$802K0.01%new13F-HRTimeline
KPP Advisory Services LLC7,967$793K0.12%-34,18113F-HRTimeline
Donor Advised Charitable Giving, Inc.7,734$770K0.02%+6813F-HRTimeline
Transcendent Capital Group LLC7,574$754K0.34%-38113F-HRTimeline
Nemes Rush Group LLC7,544$751K0.07%+48013F-HRTimeline
Opulen Financial Group LLC7,395$736K0.56%+20113F-HRTimeline
Csenge Advisory Group7,265$723K0.03%+3,47513F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC7,121$709K0.13%-4,85213F-HRTimeline
Sound Financial Strategies Group, LLC6,687$665K0.49%-5,24313F-HRTimeline
Dynamic Advisor Solutions LLC6,351$632K0.02%-49313F-HRTimeline
Gibbs Wealth Management6,083$605K0.14%-34213F-HRTimeline
Stokes Family Office, LLC5,750$572K0.05%-4,55013F-HRTimeline
Outbound Financial Inc5,714$569K0.46%013F-HRTimeline
Avior Wealth Management, LLC5,556$553K0.02%-1,51613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,273$525K0.06%+11313F-HRTimeline
Marks Wealth, LLC5,233$521K0.16%+1,86913F-HRTimeline
Darden Wealth Group Inc5,209$518K0.27%+30013F-HRTimeline
CacheTech Inc.5,145$512K0.1%+2013F-HRTimeline
Betterment LLC5,012$499K<0.01%+1,69613F-HRTimeline
Convergence Financial, LLC4,868$484K0.07%-83713F-HRTimeline
Embree Financial Group4,627$460K0.06%-1,63013F-HRTimeline
JT Stratford LLC4,585$456K0.06%+1,61513F-HRTimeline
RFG Advisory, LLC4,452$443K0.01%+5713F-HRTimeline
INSIGHT 2811, INC.4,395$437K0.19%-24013F-HRTimeline
Perennial Investment Advisors, LLC4,259$424K0.04%+113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,255$423K0.1%new13F-HRTimeline
GTS SECURITIES LLC4,252$423K0.02%-33,45113F-HRTimeline
Modern Wealth Management, LLC4,237$422K0.01%-16813F-HRTimeline