Free Trial
Portfolio Monitoring Tools for the A.I. EraStart My Trial

PIMCO Ultra Short Government Active ETF (BILZ) Institutional Ownership

$100.94 +0.05 (+0.04%)
As of 01:31 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for PIMCO Ultra Short Government Active ETF (NYSEARCA:BILZ)

Number of
Institutional Buyers
(last 12 months)
76
Total
Institutional Inflows
(last 12 months)
$424.98M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$238.42M
Get BILZ Insider Trade Alerts

Want to know when executives and insiders are buying or selling PIMCO Ultra Short Government Active ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

BILZ Institutional Buying and Selling by Quarter

PIMCO Ultra Short Government Active ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2025Astoria Portfolio Advisors LLC.12,409$1.25M0.3%+5.8%0.147%
10/3/2025 Summit Financial Wealth Advisors LLC209,388$21.11M3.3%+238.6%2.327%
9/29/2025 Summit Financial Wealth Advisors LLC61,846$6.26M1.1%N/A0.696%
9/19/2025Watts Gwilliam & Co. LLC4,427$447K0.1%N/A0.050%
9/19/2025Base Wealth Management LLC57,033$5.77M3.7%N/A0.642%
8/29/2025Evolution Wealth Management Inc.1,557$158K0.2%N/A0.018%
8/15/2025Captrust Financial Advisors438,843$44.41M0.1%+67.7%5.249%
8/15/2025Visionary Wealth Advisors3,968$402K0.0%+7.5%0.047%
8/15/2025Snowden Capital Advisors LLC14,788$1.50M0.0%-4.5%0.177%
8/15/2025MML Investors Services LLC13,766$1.39M0.0%+4.3%0.165%
8/14/2025Jane Street Group LLC65,645$6.64M0.0%+1,857.8%0.739%
8/14/2025Sei Investments Co.8,036$813K0.0%N/A0.090%
8/14/2025Transce3nd LLC430$44K0.0%+238.6%0.005%
8/14/2025Cary Street Partners Financial LLC4,880$494K0.0%-53.7%0.055%
8/13/2025Flow Traders U.S. LLC83,077$8.41M0.3%-25.2%0.936%
8/13/2025GeoWealth Management LLC38,171$3.86M0.2%+43.3%0.430%
8/13/2025Trek Financial LLC30,567$3.09M0.2%-2.3%0.344%
8/12/2025Walled Lake Planning & Wealth Management LLC228,396$23.11M7.5%N/A2.572%
8/12/2025Lodestone Wealth Management LLC4,796$485K0.2%-7.6%0.057%
8/11/2025Outlook Wealth Advisors LLC16,134$1.63M0.4%+389.7%0.193%
8/11/2025Kingdom Financial Group LLC.4,717$477K0.4%N/A0.056%
8/8/2025Security Financial Services INC.8,527$863K0.2%+2.3%0.102%
8/7/2025Blackston Financial Advisory Group LLC19,662$1.99M0.9%+100.3%0.235%
8/6/2025AE Wealth Management LLC1,365,151$138.15M1.0%+55.0%16.330%
8/6/2025Rialto Wealth Management LLC2,778$281K0.1%+420.2%0.033%
8/6/2025Csenge Advisory Group42,449$4.30M0.2%+49.6%0.508%
8/4/2025Great Lakes Retirement Inc.13,929$1.41M0.2%-3.8%0.167%
8/4/2025Bridgewealth Advisory Group LLC84,737$8.58M2.2%+188.7%1.014%
8/4/2025FWG Investments LLC.10,385$1.05M0.8%N/A0.124%
8/4/2025Atria Investments Inc4,598$465K0.0%N/A0.055%
8/1/2025FSA Advisors Inc.10,138$1.03M0.8%+242.5%0.121%
8/1/2025Delta Investment Management LLC132,178$13.38M2.6%-74.9%1.581%
7/31/2025FSR Wealth Management Ltd.32,521$3.29M4.2%+464.6%0.389%
7/31/2025Heirloom Wealth Management4,073$412K0.1%+60.2%0.049%
7/30/2025LifeWealth Investments LLC12,470$1.26M0.4%+190.6%0.149%
7/30/2025Brookstone Capital Management6,095$617K0.0%N/A0.073%
7/30/2025Mid American Wealth Advisory Group Inc.106,347$10.76M5.1%+41.1%1.272%
7/28/2025Allianz Asset Management GmbH541,520$54.80M0.1%-30.2%6.478%
7/28/2025Patten & Patten Inc. TN20,280$2.05M0.1%+16.8%0.243%
7/25/2025Astoria Portfolio Advisors LLC.11,731$1.19M0.3%-67.4%0.135%
7/25/2025CWM LLC494$50K0.0%+2,145.5%0.006%
7/24/2025Financial Connections Group Inc.6,133$620K0.3%N/A0.070%
7/21/2025Abacus Planning Group Inc.59,229$5.99M0.7%N/A0.708%
7/18/2025Access Financial Services Inc.378,510$38.31M14.5%+26.3%4.528%
7/18/2025Precision Wealth Strategies LLC35,182$3.56M1.2%+10.9%0.421%
7/18/2025B.O.S.S. Retirement Advisors LLC26,900$2.72M0.7%+388.8%0.322%
7/17/2025Janney Montgomery Scott LLC30,043$3.04M0.0%-0.5%0.356%
7/17/2025Beacon Capital Management LLC752,157$76.12M10.3%-19.8%8.912%
7/16/2025Lloyd Advisory Services LLC.26,130$2.64M1.3%-23.4%0.310%
7/16/2025Essex Financial Services Inc.75,418$7.63M0.5%+701.5%0.894%
7/14/2025Kooman & Associates59,229$5.99M2.0%-5.1%0.702%
7/14/2025ABLE Financial Group LLC10,123$1.02M0.2%+22.0%0.120%
7/14/2025Southland Equity Partners LLC22,776$2.31M0.5%+447.2%0.270%
7/9/2025Tounjian Advisory Partners LLC30,612$3.10M0.5%-23.7%0.358%
7/8/2025Parallel Advisors LLC80,378$8.13M0.2%+1.4%0.971%
6/27/2025Goldman Sachs Group Inc.13,594$1.38M0.0%-92.0%0.164%
5/28/2025Addison Capital Co4,474$453K0.2%+12.4%0.052%
5/19/2025Jane Street Group LLC3,353$339K0.0%-48.3%0.039%
5/16/2025Goldman Sachs Group Inc.13,594$1.38M0.0%-92.0%0.157%
5/16/2025Integrated Wealth Concepts LLC11,513$1.17M0.0%+22.1%0.133%
5/15/2025Royal Bank of Canada87,516$8.86M0.0%+120.4%1.008%
5/14/2025Delta Investment Management LLC526,971$53.33M10.8%N/A6.071%
5/14/2025Flow Traders U.S. LLC111,059$11.24M0.5%+121.0%1.279%
5/13/2025Bridgewealth Advisory Group LLC29,355$2.97M3.9%-64.1%0.338%
5/13/2025Trajan Wealth LLC50,291$5.09M0.3%-26.7%0.579%
5/12/2025Founders Financial Alliance LLC5,990$606K0.1%N/A0.075%
5/9/2025Cary Street Partners Financial LLC10,530$1.07M0.0%N/A0.131%
5/8/2025Private Advisory Group LLC5,028$509K0.1%N/A0.063%
5/8/2025FSA Advisors Inc.2,960$300K0.2%-23.3%0.037%
5/7/2025Patten & Patten Inc. TN17,367$1.76M0.1%-8.9%0.216%
5/7/2025LPL Financial LLC241,536$24.44M0.0%+352.6%3.004%
5/7/2025Security Financial Services INC.8,336$844K0.2%+105.6%0.104%
5/6/2025AE Wealth Management LLC880,921$89.15M0.7%-5.5%10.957%
5/5/2025Allianz Asset Management GmbH775,902$78.52M0.1%-25.3%9.651%
5/5/2025Csenge Advisory Group28,384$2.87M0.2%+70.3%0.353%
5/5/2025Private Advisor Group LLC7,306$739K0.0%+49.3%0.091%
5/2/2025Kooman & Associates62,442$6.32M2.3%N/A0.777%
5/2/2025Kingsview Wealth Management LLC3,771$382K0.0%-47.0%0.047%
5/2/2025Lord & Richards Wealth Management LLC799$81K0.1%-66.9%0.010%
5/1/2025Quest 10 Wealth Builders Inc.533$54K0.1%-62.0%0.007%
4/30/2025Cerity Partners LLC5,000$506K0.0%N/A0.062%
4/30/2025POM Investment Strategies LLC10,880$1.10M1.3%-12.2%0.135%
4/30/2025Trek Financial LLC31,296$3.17M0.2%+9.0%0.389%
4/28/2025FSR Wealth Management Ltd.5,760$583K0.8%-62.3%0.072%
4/28/2025Private Trust Co. NA335$34K0.0%N/A0.004%
4/28/2025Astoria Portfolio Advisors LLC.36,035$3.64M1.2%+9.4%0.448%
4/28/2025ABLE Financial Group LLC8,298$840K0.2%+145.2%0.103%
4/25/2025Essex Financial Services Inc.9,410$952K0.1%+30.3%0.117%
4/24/2025Elevated Capital Advisors LLC41,907$4.24M1.2%+2.0%0.521%
4/21/2025Beacon Capital Management LLC938,038$94.93M12.8%-23.8%11.667%
4/21/2025LifeWealth Investments LLC4,291$434K0.2%-27.5%0.053%
4/17/2025Blackston Financial Advisory Group LLC9,817$994K0.5%+132.0%0.140%
4/17/2025Precision Wealth Strategies LLC31,738$3.21M2.5%-3.3%0.453%
4/17/2025Great Lakes Retirement Inc.14,475$1.47M0.2%-33.9%0.206%
4/17/2025Janney Montgomery Scott LLC30,202$3.06M0.0%+5.1%0.431%
4/17/2025Authentikos Wealth Advisory LLC64,867$6.57M5.4%+753.7%0.925%
4/17/2025Access Financial Services Inc.299,602$30.32M12.2%+121.9%4.274%
4/17/2025Howard Bailey Securities LLC5,139$520K0.2%-63.0%0.073%
4/16/2025Southland Equity Partners LLC4,162$421K0.1%+4.7%0.059%
4/14/2025Tounjian Advisory Partners LLC40,120$4.06M0.7%N/A0.572%
(Data available from 1/1/2016 forward)

BILZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BILZ shares?

During the previous two years, 89 institutional investors and hedge funds held shares of PIMCO Ultra Short Government Active ETF. The most heavily invested institutionals were AE Wealth Management LLC ($138.15M), Beacon Capital Management LLC ($76.12M), Allianz Asset Management GmbH ($54.80M), Captrust Financial Advisors ($44.41M), Access Financial Services Inc. ($38.31M), LPL Financial LLC ($24.44M), and Walled Lake Planning & Wealth Management LLC ($23.11M).Learn more on PIMCO Ultra Short Government Active ETF's institutional investors.

Which institutional investors have been buying PIMCO Ultra Short Government Active ETF's stock?

Of the 83 institutional investors that purchased PIMCO Ultra Short Government Active ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AE Wealth Management LLC ($779.78K), Allianz Asset Management GmbH ($622.03K), Delta Investment Management LLC ($526.97K), Access Financial Services Inc. ($378.51K), Lloyd Advisory Services LLC. ($322.64K), Mid American Wealth Advisory Group Inc. ($283.46K), and Captrust Financial Advisors ($268.61K).

How much institutional buying is happening at PIMCO Ultra Short Government Active ETF?

Institutional investors have bought a total of 4,203,690 shares in the last 24 months. This purchase volume represents approximately $424.98M in transactions.

Which of PIMCO Ultra Short Government Active ETF's major shareholders have been selling company stock?

Of the 40 institutional investors that sold PIMCO Ultra Short Government Active ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allianz Asset Management GmbH ($497.30K), Beacon Capital Management LLC ($479.57K), Delta Investment Management LLC ($394.79K), Goldman Sachs Group Inc. ($314.28K), Lloyd Advisory Services LLC. ($111.95K), Mid American Wealth Advisory Group Inc. ($73.25K), and Jane Street Group LLC ($65.95K).

How much institutional selling is happening at PIMCO Ultra Short Government Active ETF?

Institutional investors have sold a total of 2,356,892 shares in the last 24 months. This volume of shares sold represents approximately $238.42M in transactions.


Related Companies

This page (NYSEARCA:BILZ) was last updated on 10/10/2025 by MarketBeat.com Staff
From Our Partners
The $20 stock that could make silicon chips obsolete
When a new chip can run at the speed of light, the game changes. This is the reality of “TF3” — a man-made...
The Oxford Club | Sponsoredtc pixel
Your Bank Account Is No Longer Safe
What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what ...
Priority Gold | Sponsoredtc pixel
URGENT: The Market's 3 Red Flags Are Flashing
Here’s the uncomfortable truth: The smartest investors in the world are already preparing for a crash befor...
StockEarnings | Sponsoredtc pixel
Gold to $27,533?
This week, U.S. gold reserves hit an unprecedented $1 TRILLION in value... And it's sparking urgent chatter...
Stansberry Research | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Nvidia’s slow death march
Eric Fry just went live with one of his most controversial calls yet: “Sell Nvidia.” While Wall Street has bee...
InvestorPlace | Sponsoredtc pixel
1 Hour Once A Day
My top income trading expert, Dave Aquino, just released a 1-hour trading strategy designed specifically to he...
Base Camp Trading | Sponsoredtc pixel
Elon’s Out 🚫. Trump’s DOGE Payouts Keep Flowing (Up to $32K a Year)
DOGE payouts are already moving. Every 90 days, billions flow out — whether you’ve claimed your share or not. ...
Angel Publishing | Sponsoredtc pixel