Signals

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☆BILZ

100 in-universe funds with a nonzero position in BILZ within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#23676
Score / z-0.031 / -0.05
Consensus29.30 over 63 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 120.2 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 81.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 64.8 9.2% 2 -1.1 pp +9.2 pp +9.2 pp +9.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 64.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 32.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 25.4 8.3% 2 +0.8 pp +8.3 pp +8.3 pp +8.3 pp
☆Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 21.1 3.3% 2 +2.1 pp +3.3 pp +3.3 pp +3.3 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 20.2 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 20.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 16.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 15.5 5.6% 2 -8.9 pp +5.6 pp +5.6 pp +5.6 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 11.2 5.0% 2 -0.1 pp +5.0 pp +5.0 pp +5.0 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 9.9 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 8.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Authentikos Wealth Advisory, LLC CIK 0001967054 0.173 72 7.4 4.9% 2 +0.4 pp +4.9 pp +4.9 pp +4.9 pp
☆Kooman & Associates CIK 0001961850 0.724 56 6.0 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 5.9 0.5% 3 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 5.8 2.7% 2 +1.5 pp +2.7 pp +2.7 pp +2.7 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 5.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 5.5 3.1% 2 -0.6 pp +3.1 pp +3.1 pp +3.1 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 5.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wellment Financial CIK 0001940000 0.000 37 4.4 5.3% 2 +1.0 pp +5.3 pp +5.3 pp +5.3 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 4.3 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 3.9 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 3.5 0.8% 2 +0.5 pp +0.8 pp +0.8 pp +0.8 pp
☆Addison Capital Co CIK 0001581465 0.465 184 3.0 0.9% 2 +0.8 pp +0.9 pp +0.9 pp +0.9 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 2.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 2.3 0.9% 2 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 2.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 2.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 2.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 1.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 1.8 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 1.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 1.6 1.3% 2 +0.4 pp +1.3 pp +1.3 pp +1.3 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 1.5 1.0% 2 +0.2 pp +1.0 pp +0.8 pp +1.0 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 1.5 0.5% 2 -0.7 pp +0.5 pp +0.5 pp +0.5 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 1.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Biltmore Wealth Management, LLC CIK 0001598102 0.714 58 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 0.6 0.4% 2 -0.5 pp +0.4 pp +0.4 pp +0.4 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.6 0.2% 2 -0.4 pp +0.2 pp +0.2 pp +0.2 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.5 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 0.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 0.3 0.1% 2 -2.5 pp +0.1 pp +0.1 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heirloom Wealth Management CIK 0001882903 0.450 61 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden Reserve Retirement LLC CIK 0002066488 0.825 112 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Capital, LLC CIK 0001740053 0.633 360 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just BILZ). Qtrs Held counts distinct quarters this fund has actually held BILZ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BILZ position size. Δ columns are the percentage-point change in BILZ's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status