BILS Institutional Ownership & Shareholders
SPDR BLOOMBERG 3-12 MONTH T- (BILS) is currently held by 271 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.47B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of BILS tracked by InsiderSet, reporting ownership valued at approximately $360.99M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $361.17M, representing an estimated gain of +0.05% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed BILS value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Cwm, Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in SPDR BLOOMBERG 3-12 MONTH T- (BILS).
This page ranks the largest institutional BILS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
271
Total Reported Value
$2.47B
Largest Holder
Lpl Financial Llc
Largest Position
$360.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
23
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.08% | 3,632,375 | $360,985,381 | $361,167,046 | +$181,665 | +0.05% | |
| Cwm, Llc | 0.53% | 2,019,477 | $200,816,793 | $200,796,598 | -$20,195 | -0.01% | |
| Bank Of America Corp | 0.01% | 1,297,697 | $128,965,157 | $129,030,013 | +$64,856 | +0.05% | |
| Miller Investment Management, Lp | 11.12% | 1,225,012 | $121,741,693 | $121,802,943 | +$61,250 | +0.05% | |
| Ameriprise Financial Inc | 0.02% | 1,107,907 | $110,111,675 | $110,159,193 | +$47,518 | +0.04% | |
| Sargent Investment Group, Llc | 7.76% | 648,966 | $64,494,242 | $64,526,689 | +$32,447 | +0.05% | |
| Osaic Holdings, Inc. | 0.07% | 623,564 | $61,973,352 | $62,000,969 | +$27,617 | +0.04% | |
| Wells Fargo & Company/Mn | 0.01% | 603,234 | $59,949,346 | $59,979,557 | +$30,211 | +0.05% | |
| Proficio Capital Partners Llc | 1.89% | 529,889 | $52,660,381 | $52,686,863 | +$26,482 | +0.05% | |
| Morgan Stanley | 0.00% | 443,633 | $44,088,294 | $44,110,429 | +$22,135 | +0.05% | |
| Envestnet Asset Management Inc | 0.01% | 430,339 | $42,767,095 | $42,788,607 | +$21,512 | +0.05% | |
| Commonwealth Equity Services, Llc | 0.05% | 394,183 | $39,158,109 | $39,193,616 | +$35,507 | +0.09% | |
| Ubs Group Ag | 0.01% | 363,144 | $36,089,251 | $36,107,408 | +$18,157 | +0.05% | |
| Raymond James Financial Inc | 0.01% | 360,487 | $35,825,295 | $35,843,222 | +$17,927 | +0.05% | |
| Marshall Financial Group, Llc | 5.13% | 353,625 | $35,143,211 | $35,160,934 | +$17,723 | +0.05% | |
| One Day In July Llc | 2.31% | 337,725 | $33,549,604 | $33,579,997 | +$30,393 | +0.09% | |
| Truist Financial Corp | 0.04% | 334,236 | $33,203,028 | $33,233,085 | +$30,057 | +0.09% | |
| Asset One Wealth Management Llc | 2.42% | 284,614 | $28,273,575 | $28,299,170 | +$25,595 | +0.09% | |
| Cetera Investment Advisers | 0.03% | 277,582 | $27,585,995 | $27,599,978 | +$13,983 | +0.05% | |
| Pecaut & Co. | 7.58% | 263,878 | $26,213,636 | $26,237,390 | +$23,754 | +0.09% | |
| Ashton Thomas Private Wealth, Llc | 0.54% | 262,178 | $26,055,287 | $26,068,359 | +$13,072 | +0.05% | |
| Soundview Advisors Inc. | 7.96% | 245,844 | $24,432,000 | $24,444,269 | +$12,269 | +0.05% | |
| Mml Investors Services, Llc | 0.05% | 244,530 | $24,301,440 | $24,313,618 | +$12,178 | +0.05% | |
| Royal Bank Of Canada | 0.00% | 239,546 | $23,807,000 | $23,818,059 | +$11,059 | +0.05% | |
| Aqr Capital Management Llc | 0.01% | 237,485 | $23,601,246 | $23,613,134 | +$11,888 | +0.05% | |
| Peak Asset Management, Llc | 3.28% | 224,499 | $22,310,711 | $22,321,936 | +$11,225 | +0.05% | |
| Kera Capital Partners, Inc. | 2.14% | 223,630 | $22,224,351 | $22,235,531 | +$11,180 | +0.05% | |
| Integrated Wealth Concepts Llc | 0.14% | 221,556 | $22,018,232 | $22,029,313 | +$11,081 | +0.05% | |
| Alphacore Capital Llc | 0.39% | 214,341 | $21,301,163 | $21,311,926 | +$10,763 | +0.05% | |
| Cerity Partners Llc | 0.03% | 212,665 | $21,134,730 | $21,145,281 | +$10,551 | +0.05% | |
| Horizon Family Wealth, Inc. | 9.54% | 210,314 | $20,900,988 | $20,911,521 | +$10,533 | +0.05% | |
| Mercer Global Advisors Inc | 0.02% | 197,623 | $19,639,749 | $19,649,655 | +$9,906 | +0.05% | |
| Cwa Asset Management Group, Llc | 0.57% | 194,613 | $19,332,810 | $19,350,371 | +$17,561 | +0.09% | |
| Highpoint Advisor Group Llc | 0.68% | 193,985 | $19,278,229 | $19,287,929 | +$9,700 | +0.05% | |
| Bell Bank | 0.71% | 189,659 | $18,840,725 | $18,857,794 | +$17,069 | +0.09% | |
| Newedge Advisors, Llc | 0.05% | 185,409 | $18,425,980 | $18,435,217 | +$9,237 | +0.05% | |
| Rockefeller Capital Management L.P. | 0.03% | 181,292 | $18,016,813 | $18,025,864 | +$9,051 | +0.05% | |
| Birchcreek Wealth Management, Llc | 6.32% | 163,150 | $16,213,825 | $16,222,005 | +$8,180 | +0.05% | |
| Dbk Financial Counsel, Llc | 11.91% | 149,292 | $14,830,683 | $14,844,104 | +$13,421 | +0.09% | |
| Promethium Advisors,Llc | 7.22% | 147,971 | $14,699,398 | $14,712,757 | +$13,359 | +0.09% | |
| Mokan Wealth Management Inc. | 5.53% | 145,546 | $14,464,141 | $14,471,639 | +$7,498 | +0.05% | |
| Treasure Coast Financial Planning | 6.94% | 143,209 | $14,232,150 | $14,239,271 | +$7,121 | +0.05% | |
| Focus Partners Wealth | 0.01% | 139,796 | $13,892,893 | $13,899,916 | +$7,023 | +0.05% | |
| Delos Wealth Advisors, Llc | 6.49% | 127,056 | $12,626,826 | $12,633,178 | +$6,352 | +0.05% | |
| Equitable Holdings, Inc. | 0.07% | 119,241 | $11,850,182 | $11,856,133 | +$5,951 | +0.05% | |
| Ameritas Advisory Services, Llc | 0.23% | 113,920 | $11,321,377 | $11,327,066 | +$5,689 | +0.05% | |
| Partners Capital Investment Group, Llp | 0.40% | 113,143 | $11,244,155 | $11,249,808 | +$5,653 | +0.05% | |
| Lasalle St. Investment Advisors, Llc | 1.37% | 112,959 | $11,225,895 | $11,231,513 | +$5,618 | +0.05% | |
| Fortis Group Advisors, Llc | 1.74% | 109,475 | $10,879,579 | $10,885,099 | +$5,520 | +0.05% | |
| Farther Finance Advisors, Llc | 0.07% | 105,889 | $10,519,024 | $10,528,543 | +$9,519 | +0.09% |
Frequently asked questions about BILS
Who are the largest institutional holders of BILS?
The largest institutional holders of BILS reported in the latest SEC Form 13F filings include Lpl Financial Llc, Cwm, Llc, Bank Of America Corp, Miller Investment Management, Lp, and Ameriprise Financial Inc. InsiderSet ranks institutional holders by their latest reported BILS position.
What is BILS institutional ownership?
This page tracks BILS positions reported by institutional investment managers through SEC Form 13F. SPDR BLOOMBERG 3-12 MONTH T- (BILS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BILS?
InsiderSet currently tracks 271 institutional managers reporting BILS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BILS shareholders.
How much BILS stock do institutions own?
Institutional investment managers disclosed approximately $2.47B in BILS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BILS institutional ownership last updated?
The latest BILS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BILS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BILS position after the reporting date.
Are institutions buying or selling BILS?
Institutional buying and selling can be analyzed by comparing BILS positions across consecutive 13F reporting periods. InsiderSet's BILS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BILS ownership changes.
How has BILS institutional ownership changed over time?
InsiderSet tracks BILS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.