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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
12 top institutions tracked
Sentiment: unknown
No recent insider trades detected.
Red flags: 0
123 filers reported a long position in BILZ for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| AE Wealth Management LLC | $141.2M | 1.4M | +79.2% |
| Delta Investment Management, LLC | $56.4M | 559.1K | -9.2% |
| CAPTRUST FINANCIAL ADVISORS | $47.7M | 472.4K | -10.2% |
| Beacon Capital Management, LLC | $42.5M | 421.2K | -13.5% |
| Allianz Asset Management GmbH | $40.9M | 405.6K | -56.1% |
| LPL Financial LLC | $32.2M | 318.7K | +1% |
| Summit Financial Wealth Advisors, LLC | $32M | 316.8K | +4.6% |
| SMART Wealth LLC | $29M | 287.5K | +88.4% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $28.7M | 284.6K | +2% |
| Biltmore Wealth Management, LLC | $26.6M | 263.6K | +43.7% |
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