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Disclosery

BILS SPDR SERIES TRUST

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ST STR BL 12 ETF (fund)

270 managers (272 13F filers) reported a position in BILS shares at 2025-12-31, 25,200,586 shares in all. 22 filers opened a position and 26 filers sold out during the quarter.

Managers
270
13F filers
272
New
22
Added
115
Reduced
99
Sold out
26
Shares held by filers
25,200,586

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC3,593,920$357M0.1%-37,60713F-HRTimeline
CWM, LLCin group CWM, LLC2,057,442$204M0.55%-93,93213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,348,107$134M0.01%-81,10613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,038,284$103M0.02%+25513F-HRTimelineGroup
Miller Investment Management, LP1,009,090$100M9.78%-177,28713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN639,059$63.4M0.01%+20,18113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.609,454$60.5M0.09%+75,98013F-HRTimelineGroup
Sargent Investment Group, LLC557,760$55.3M6.94%+34,62413F-HRTimeline
Bell Bank547,342$54.3M2.32%+44,52113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC527,433$52.3M0.07%+119,02113F-HRTimeline
PECAUT & CO.461,402$45.8M14.77%+28,85613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC442,414$43.9M0.01%+196,08513F-HRTimelineGroup
UBS Group AGin group UBS Group AG435,532$43.2M0.01%+7,15013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC414,588$41.1M0.01%+15,77513F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC389,925$38.7M0.94%+26,76613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA354,068$35.1M0.01%-138,31613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY325,251$32.3M<0.01%+41,45513F-HR/ATimelineGroup
One Day In July LLC324,226$32.2M2.64%-5,69513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC323,831$32.1M0.02%+16,27613F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth312,640$31M0.04%+290,99113F-HRTimelineGroup
Cetera Investment Advisers303,720$30.1M0.03%-118,29013F-HRTimeline
SoundView Advisors Inc.276,135$27.4M9.56%new13F-HRTimeline
MML INVESTORS SERVICES, LLC273,371$27.1M0.07%+43,12013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP271,019$26.9M0.04%+11,53113F-HRTimelineGroup
Peak Asset Management, LLC206,703$20.5M3.49%-413F-HRTimeline
CWA Asset Management Group, LLC197,101$19.6M0.71%-16,01313F-HRTimeline
AlphaCore Capital LLC188,637$18.7M0.42%+116,44913F-HRTimeline
Running Point Capital Advisors, LLC187,920$18.6M5.08%-30,89313F-HRTimeline
HighTower Advisors, LLC177,266$17.6M0.02%+12,92813F-HRTimeline
Asset One Wealth Management LLC160,528$15.9M2.18%13F-HRTimeline
Integrated Wealth Concepts LLC159,465$15.8M0.19%-59,39213F-HRTimeline
Birchcreek Wealth Management, LLC157,209$15.6M7.66%+23,31813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…155,040$15.4M0.03%+19,03713F-HR/ATimelineGroup
HighPoint Advisor Group LLC153,759$15.3M0.34%new13F-HRTimeline
DBK Financial Counsel, LLC152,749$15.2M11.64%+40,44913F-HRTimeline
Horizon Family Wealth, Inc.145,926$14.5M7.71%+21,77613F-HRTimeline
PROMETHIUM ADVISORS,LLC140,925$14M7.54%+47,73713F-HRTimeline
NDWM LLC139,858$13.9M9.18%-3,36613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.139,765$13.9M0.09%+21,97013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…137,653$13.7M0.01%-7,94613F-HR/ATimelineGroup
Pacific Sage Partners, LLC134,156$13.3M2.11%+25,97013F-HRTimeline
MOKAN Wealth Management Inc.129,891$12.9M5.72%+13,89613F-HRTimeline
Treasure Coast Financial Planning128,639$12.8M6.78%+6,75213F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC122,967$12.2M5.52%+2,37713F-HRTimeline
Delos Wealth Advisors, LLC119,781$11.9M7.85%-35413F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP118,527$11.8M0.44%-42,71213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC112,048$11.1M0.02%-54,19013F-HRTimelineGroup
Proficio Capital Partners LLC108,585$10.8M0.76%+36,61313F-HRTimeline
Austin Wealth Management, LLC105,788$10.5M1.55%-9,17613F-HRTimeline
Long Run Wealth Advisors, LLC105,026$10.4M1.96%-13,35213F-HRTimeline
Kera Capital Partners, Inc.98,306$9.78M1.21%+18,47113F-HRTimeline
Anson Capital, Inc.98,119$9.74M7.08%-2,12113F-HRTimeline
NewEdge Advisors, LLC92,425$9.17M0.03%+2,48913F-HRTimeline
CALTON & ASSOCIATES, INC.90,461$8.98M1.32%+8,00113F-HRTimeline
ENTREWEALTH, LLC86,880$8.62M3.89%-3,94213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP85,463$8.48M0.01%+18,60213F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding83,951$8.33M-9,009Timeline
Hibernia Wealth Partners, LLC81,436$8.08M2.43%+41,52613F-HRTimeline
Valmark Advisers, Inc.79,228$7.86M0.1%+1,60513F-HRTimeline
Farther Finance Advisors, LLC77,715$7.71M0.08%+49,17113F-HRTimeline
Choate Investment Advisors77,530$7.69M0.15%-11,54013F-HRTimeline
Procyon Advisors, LLC77,287$7.67M0.38%-2,96013F-HRTimeline
O'ROURKE & COMPANY, Inc77,135$7.65M2.98%+36,85313F-HRTimeline
Private Advisor Group, LLC76,698$7.61M0.04%-59,78713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding74,990$7.44M+2,262Timeline
Fortis Group Advisors, LLC66,451$6.61M1.11%-40,77413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO65,269$6.48M<0.01%+14,46513F-HRTimelineGroup
Total Clarity Wealth Management, Inc.64,529$6.4M1.55%+18,09113F-HRTimeline
Steward Partners Investment Advisory, L…63,272$6.28M0.03%+26,77913F-HRTimeline
RETIREMENT CAPITAL STRATEGIES63,105$6.26M2.32%+5,64313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…62,559$6.21M0.23%+15,21713F-HRTimelineGroup
Altiora Financial Group, LLC62,165$6.17M1.06%-30,25413F-HRTimeline
Cambridge Investment Research Advisors,…62,018$6.15M0.02%+17,90213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…61,860$6.14M0.08%+28,71213F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC59,893$5.94M0.18%+5,21313F-HRTimeline
WEDBUSH SECURITIES INC58,181$5.77M0.17%+25,07513F-HRTimeline
Advisory Services Network, LLC56,025$5.56M0.08%+8,89113F-HRTimeline
Prosperity Consulting Group, LLC55,139$5.47M0.25%+7,59513F-HRTimeline
Janney Montgomery Scott LLC54,987$5.46M0.01%-29913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…54,533$5.41M0.06%+1,13813F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC53,381$5.3M0.12%-1,46413F-HRTimeline
Carr Financial Group Corp50,828$5.04M1.34%+26,11013F-HRTimeline
Portland Global Advisors LLC49,836$4.94M0.53%+10,32813F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC47,116$4.67M0.02%+21,88113F-HRTimelineGroup
Waldron Private Wealth LLC45,719$4.54M0.18%-4,11113F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…45,451$4.51M2.73%+3,40613F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …45,304$4.5M0.09%-8,08013F-HRTimelineGroup
HM PAYSON & CO43,983$4.36M0.06%-3,85413F-HRTimeline
Pine Valley Investments Ltd Liability Co43,272$4.29M0.21%+11,57813F-HRTimeline
Carrera Capital Advisors42,853$4.25M0.71%-4,48513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.42,833$4.25M0.01%+18113F-HRTimelineGroup
WealthTrust Asset Management, LLC42,380$4.2M2.94%+17,89113F-HRTimeline
Beacon Capital Management, Inc.41,895$4.16M0.22%-3,29613F-HRTimeline
Onyx Bridge Wealth Group LLC41,804$4.15M0.44%-6613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV41,332$4.1M0.01%-5,06113F-HRTimeline
Hershey Financial Advisers, LLC34,564$3.43M2.9%-11,24713F-HRTimeline
OakTrust Wealth Advisors, LLC33,986$3.37M3.11%13F-HRTimeline
Western Wealth Management, LLC33,505$3.32M0.15%+11,00513F-HRTimeline
Dakota Wealth Management32,100$3.18M0.06%+6,36213F-HR/ATimeline
NEW WAVE WEALTH ADVISORS LLC31,998$3.17M1.16%+15,79813F-HRTimeline
IEQ CAPITAL, LLC31,908$3.17M0.01%+6,78613F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.30,544$3.03M0.17%+1,34913F-HRTimelineGroup
Caitlin John, LLC30,395$3.02M1.97%-17,07913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC29,678$2.94M<0.01%+7,81113F-HRTimelineGroup
Advisor Resource Council29,100$2.89M1.03%new13F-HRTimeline
Gradient Capital Advisors, LLC28,807$2.86M0.74%-2,32913F-HRTimeline
Kohmann Bosshard Financial Services, LLC28,225$2.8M0.25%+17,77313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC28,191$2.8M<0.01%-8,10413F-HR/ATimelineGroup
Atria Investments, Inc26,897$2.67M0.03%+23,47413F-HRTimeline
EP Wealth Advisors, LLC26,850$2.66M0.01%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management25,968$2.58M0.03%-24,07613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,917$2.57M<0.01%+1,02013F-HRTimeline
Csenge Advisory Group25,809$2.56M0.12%+18,54413F-HRTimeline
Weaver Capital Management LLC25,309$2.51M0.53%+17,24413F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…24,008$2.38M0.35%-16,39113F-HRTimeline
Traub Capital Management LLC23,961$2.38M2.29%+69513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…23,895$2.37M0.06%+21,39513F-HRTimelineGroup
Sanctuary Advisors, LLC22,533$2.24M0.01%+23113F-HRTimeline
MGO ONE SEVEN LLC22,081$2.19M0.04%+3,32913F-HRTimeline
VICTORY FINANCIAL GROUP, LLC21,972$2.18M0.27%-2,11313F-HRTimeline
Ausdal Financial Partners, Inc.21,601$2.14M0.1%-4,44613F-HRTimeline
Patten Group, Inc.21,413$2.12M0.39%+9,75413F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT20,838$2.07M0.23%+4,30013F-HRTimeline
TFR Capital, LLC.19,500$1.93M0.64%-2,95213F-HRTimeline
CENTAURUS FINANCIAL, INC.19,374$1.92M0.09%-44413F-HRTimeline
Blue Trust, Inc.19,188$1.9M0.02%+18813F-HRTimeline
Capital Advisors, Ltd. LLC19,074$1.89M0.21%+6913F-HRTimeline
Retirement Planning Group, LLC18,852$1.87M0.06%-53013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC18,709$1.86M0.67%-17,51713F-HRTimeline
Cresset Asset Management, LLC18,006$1.79M0.01%-413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…17,738$1.76M0.06%013F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP17,500$1.74M0.1%+4,84813F-HRTimeline
One Capital Management, LLC16,494$1.64M0.05%013F-HRTimeline
Pacific Point Advisors, LLC16,089$1.6M0.85%+82013F-HRTimeline
Values First Advisors, Inc.15,734$1.56M0.81%+1,67513F-HRTimeline
Bright Futures Wealth Management, LLC.15,596$1.55M1.15%+2,07213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources14,882$1.48M<0.01%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC14,834$1.47M0.01%-7,89413F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI14,744$1.46M0.08%+13913F-HRTimeline
BEACON FINANCIAL GROUP13,990$1.39M0.14%+4,60313F-HRTimeline
TABLEAUX LLC12,859$1.36M0.97%new13F-HR/ATimeline
Collier Financial13,098$1.3M0.98%+78913F-HRTimeline
SYKON CAPITAL LLC12,938$1.28M0.41%+2,99413F-HRTimeline
Mariner, LLCin group Mariner, LLC12,890$1.28M<0.01%-53913F-HRTimelineGroup
Geneos Wealth Management Inc.12,812$1.27M0.03%-74513F-HRTimeline
Parallel Advisors, LLC12,342$1.22M0.02%+90813F-HRTimeline
Prospera Financial Services Inc12,319$1.22M0.02%-3,57513F-HRTimeline
Foundations Investment Advisors, LLC12,297$1.22M0.02%-5,55413F-HRTimeline
Barnes Wealth Management Group, Inc11,776$1.17M0.63%-49113F-HRTimeline
Belpointe Asset Management LLC11,549$1.15M0.04%+54613F-HRTimeline
Magnolia Private Wealth, LLC11,421$1.13M0.79%-7,88913F-HRTimeline
&PARTNERS11,188$1.11M0.01%-68213F-HRTimeline
FLOW TRADERS U.S. LLC10,994$1.09M0.04%-19,24713F-HRTimeline
Pekin Hardy Strauss, Inc.10,920$1.08M0.1%-98013F-HRTimeline
Parkway Wealth Management Group, LLC10,789$1.07M0.14%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC10,497$1.04M0.05%-2,13813F-HRTimeline
Keystone Financial Group10,196$1.01M0.07%+51513F-HRTimeline
CoreCap Advisors, LLC10,116$1M0.04%-55613F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC9,982$990K0.17%+27813F-HRTimelineGroup
Premier Private Wealth Management LLC9,851$977K1.01%13F-HRTimeline
MAI Capital Management9,733$966K0.01%-35513F-HRTimeline
RiverTree Advisors, LLC9,668$959K0.61%-1,03513F-HRTimeline
Lynx Investment Advisory9,658$958K0.52%+13513F-HRTimeline
Phil A. Younker & Associates, Ltd.9,345$927K0.65%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,249$917K0.02%+33613F-HRTimelineGroup
SteelPeak Wealth, LLC9,110$904K0.03%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC9,051$898K0.2%+4,79613F-HRTimeline
Vertex Planning Partners, LLC8,947$888K0.21%+19613F-HRTimeline
Sightline Wealth Advisors, LLC8,894$882K0.38%+6113F-HRTimeline
Nemes Rush Group LLC8,772$870K0.08%+1,22813F-HRTimeline
GK Wealth Management LLC8,671$860K0.63%-1,56013F-HRTimeline
MCF Advisors LLC8,651$858K0.05%-2,78913F-HRTimeline
Strategic Wealth Partners, Ltd.8,594$853K0.06%-46713F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC8,592$852K0.16%+1,47113F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC8,580$851K0.33%-18013F-HRTimelineGroup
XXI WEALTH, LLC8,253$819K0.5%13F-HRTimeline
Alesco Advisors, LLC, An ESL Co7,961$790K0.02%-72513F-HRTimeline
KPP Advisory Services LLC7,839$778K0.11%-12813F-HRTimeline
Opulen Financial Group LLC7,676$762K0.55%+28113F-HRTimeline
Clear Creek Financial Management, LLC7,615$756K0.06%-1,24213F-HRTimeline
Transcendent Capital Group LLC7,598$754K0.34%+2413F-HRTimeline
GTS SECURITIES LLC7,410$735K0.03%+3,15813F-HRTimeline
Simplicity Wealth,LLC7,409$735K0.04%+4,56213F-HRTimeline
HRT FINANCIAL LP7,192$713K<0.01%new13F-HRTimeline
Kovack Advisors, Inc.6,865$681K0.03%new13F-HR/ATimeline
Sound Financial Strategies Group, LLC6,461$641K0.45%-22613F-HRTimeline
Dynamic Advisor Solutions LLC6,406$636K0.02%+5513F-HRTimeline
Marex Group Ltdin group Marex Group Ltd6,264$622K0.01%new13F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC5,903$586K0.01%-2,38713F-HRTimeline
Outbound Financial Inc5,714$567K0.44%013F-HRTimeline
Avior Wealth Management, LLC5,490$545K0.02%-6613F-HRTimeline
Manchester Capital Management LLC5,331$529K0.07%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,291$525K0.06%+1813F-HRTimeline
IFP Advisors, Inc5,286$524K0.01%-13,95613F-HRTimeline
Betterment LLC5,252$521K<0.01%+24013F-HRTimeline
Darden Wealth Group Inc5,209$517K0.25%013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC5,185$514K0.09%13F-HRTimeline
GUIDANCE CAPITAL, INC5,156$513K0.13%new13F-HRTimeline
Wealth Advisors of Iowa, LLC5,067$503K0.17%+2,57113F-HRTimeline
Gibbs Wealth Management4,928$489K0.12%-1,15513F-HRTimeline