Who owns BILT?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BILT from SEC Form 13F filings across 41 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 41 institutions disclosed 2.7M shares of BILT worth $74.5M; the largest disclosed holder is ENVESTNET ASSET MANAGEMENT INC. Source: SEC Form 13F filings, parsed by EvidInvest.
41
13F holders
$74.5M
value, 2026 filers
2.7M
shares disclosed
30
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BILT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INCNEW | 682,548 | $19.1M | 0.0% | — | new |
| 2 | BlackRock, Inc. | 404,397 | $11.3M | 0.0% | — | +0.5% |
| 3 | JANE STREET GROUP, LLC | 400,000 | $11.2M | 0.0% | — | +2300.8% |
| 4 | MML INVESTORS SERVICES, LLCNEW | 167,249 | $4.7M | 0.0% | — | new |
| 5 | Envestnet Portfolio Solutions, Inc.NEW | 127,556 | $3.6M | 0.0% | — | new |
| 6 | MORGAN STANLEY | 122,574 | $3.4M | 0.0% | — | +1016.2% |
| 7 | Vise Technologies, Inc. | 108,217 | $3.0M | 0.0% | — | +127.2% |
| 8 | ASSETMARK, INCNEW | 105,813 | $3.0M | 0.0% | — | new |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 103,886 | $3.0M | 0.0% | — | -4.4% |
| 10 | Trek Financial, LLC | 91,938 | $2.6M | 0.1% | — | +9.1% |
| 11 | JB Capital LLCNEW | 50,242 | $1.4M | 0.0% | — | new |
| 12 | Diversify Advisory Services, LLCNEW | 47,743 | $1.4M | 0.0% | — | new |
| 13 | DIVERSIFY WEALTH MANAGEMENT, LLCNEW | 47,743 | $1.4M | 0.0% | — | new |
| 14 | PARK AVENUE SECURITIES LLCNEW | 41,642 | $1,167 | 0.0% | — | new |
| 15 | BEACON FINANCIAL GROUPNEW | 30,551 | $856,345 | 0.1% | — | new |
| 16 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdvisorsNEW | 28,242 | $791,623 | 0.0% | — | new |
| 17 | AE Wealth Management LLC | 19,698 | $552,127 | 0.0% | — | +11.5% |
| 18 | BETO FINANCIAL GROUP, LLCNEW | 19,472 | $552,713 | 0.3% | — | new |
| 19 | Orion Porfolio Solutions, LLCNEW | 16,068 | $450,386 | 0.0% | — | new |
| 20 | Sanctuary Advisors, LLCNEW | 15,414 | $432,054 | 0.0% | — | new |
| 21 | Pathstone Holdings, LLC | 15,175 | $425,355 | 0.0% | — | 0.0% |
| 22 | Sequoia Financial Advisors, LLCNEW | 12,583 | $352,702 | 0.0% | — | new |
| 23 | OSAIC HOLDINGS, INC.NEW | 9,886 | $277,104 | 0.0% | — | new |
| 24 | Integrated Advisors Network LLCNEW | 9,114 | $255,466 | 0.0% | — | new |
| 25 | Arax Advisory PartnersNEW | 6,470 | $181,354 | 0.0% | — | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.