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PIMCO Ultra Short Government Active ETF (BILZ) Institutional Ownership

$100.81 +0.04 (+0.04%)
As of 10:41 AM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
79
Total
Institutional Inflows
(last 12 months)
$265.85M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$170.34M
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BILZ Institutional Buying and Selling by Quarter

PIMCO Ultra Short Government Active ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2026 Compass Financial Management LLC3,729$376K0.0%N/A0.038%
7/8/2026 Williams & Novak LLC7,641$771K0.5%+8.2%0.075%
6/9/2026Contango Wealth Management LLC2,303$233K0.3%N/A0.027%
6/3/2026 Parallel Advisors LLC240,238$24.26M0.4%+78.7%2.774%
6/3/2026 NewEdge Advisors LLC37,578$3.79M0.0%N/A0.434%
5/27/2026 Security Financial Services INC.2,461$248K0.0%+5.3%0.028%
5/26/2026 Summit Financial Wealth Advisors LLC302,867$30.58M4.3%+9.4%3.497%
5/19/2026 NewEdge Advisors LLC37,578$38K0.0%N/A0.434%
5/18/2026Royal Bank of Canada108,517$10.96M0.0%+25.6%1.253%
5/15/2026 FreeGulliver LLC12,959$1.31M0.6%+161.3%0.150%
5/14/2026Sei Investments Co.14,761$1.49M0.0%N/A0.170%
5/7/2026 Parallel Advisors LLC240,238$24.26M0.4%+78.7%2.774%
5/7/2026 Precision Wealth Strategies LLC23,470$2.37M0.8%+31.8%0.271%
5/6/2026FSA Advisors Inc.7,662$774K0.5%-43.2%0.088%
5/5/2026Sanctuary Advisors LLC4,102$414K0.0%N/A0.047%
5/1/2026Financial Connections Group Inc.15,068$1.52M0.5%+106.2%0.169%
5/1/2026 Walled Lake Planning & Wealth Management LLC279,132$28.18M8.3%+5.7%3.136%
4/30/2026 Elevated Capital Advisors LLC12,437$1.26M0.3%-66.8%0.140%
4/30/2026 Kestra Advisory Services LLC4,797$484K0.0%-12.8%0.054%
4/30/2026 Base Wealth Management LLC8,123$820K0.5%-77.3%0.091%
4/29/2026 Addison Capital Co27,863$2.81M0.5%+11.5%0.313%
4/28/2026 Astoria Portfolio Advisors LLC.17,538$1.77M0.4%+47.3%0.197%
4/28/2026 Evolution Wealth Management Inc.2,773$280K0.2%-27.5%0.031%
4/24/2026 Root Financial Partners LLC450$45K0.0%N/A0.005%
4/24/2026 Essex Financial Services Inc.87,980$8.88M0.5%+8.1%0.989%
4/24/2026 Acorn Financial Advisory Services Inc. ADV5,934$599K0.1%N/A0.067%
4/24/2026 Harbor Investment Advisory LLC1,500$151K0.0%N/A0.017%
4/24/2026 SMART Wealth LLC152,564$15.40M4.5%+728.4%1.714%
4/23/2026 Networth Advisors LLC6,124$618K0.4%-42.2%0.069%
4/22/2026 Janney Montgomery Scott LLC29,693$3.00M0.0%-1.5%0.327%
4/22/2026 Boomfish Wealth Group LLC20,496$2.07M1.1%+37.9%0.226%
4/22/2026 FWG Investments LLC.6,429$649K0.4%-49.3%0.071%
4/21/2026 LifeWealth Investments LLC3,221$325K0.1%-59.5%0.035%
4/21/2026 Aegis Wealth Management Inc.44,682$4.51M3.5%-22.4%0.492%
4/20/2026 Apella Capital LLC13,668$1.38M0.0%N/A0.151%
4/17/2026 Outlook Wealth Advisors LLC10,120$1.02M0.2%-69.9%0.111%
4/16/2026 Triad Wealth Partners LLC2,238$226K0.0%N/A0.024%
3/24/2026Old North State Trust LLC2,697$272K0.2%N/A0.029%
2/24/2026 Astoria Portfolio Advisors LLC.11,909$1.20M0.3%-4.0%0.128%
2/17/2026Equitable Holdings Inc.3,707$374K0.0%N/A0.040%
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2/17/2026Osaic Holdings Inc.32,785$3.30M0.0%-17.4%0.352%
2/17/2026Captrust Financial Advisors715,422$72.09M0.1%+12.3%7.676%
2/17/2026Royal Bank of Canada86,401$8.71M0.0%-45.7%0.927%
2/16/2026 MML Investors Services LLC13,989$1.41M0.0%-26.2%0.150%
2/13/2026 Kestra Advisory Services LLC5,500$554K0.0%N/A0.059%
2/13/2026Visionary Wealth Advisors3,417$344K0.0%-20.5%0.037%
2/13/2026 Stifel Financial Corp10,561$1.06M0.0%+145.5%0.113%
2/13/2026 Beacon Capital Management LLC596,167$60.07M9.3%-6.9%6.397%
2/13/2026 Integrated Wealth Concepts LLC19,423$1.96M0.0%-18.3%0.208%
2/13/2026Wells Fargo & Company MN2,056$207K0.0%N/A0.022%
2/12/2026Jane Street Group LLC45,049$4.54M0.0%+181.5%0.483%
2/12/2026Orion Porfolio Solutions LLC2,170$219K0.0%-4.7%0.023%
2/12/2026 Commonwealth Equity Services LLC12,777$1.29M0.0%-24.2%0.137%
2/12/2026 FreeGulliver LLC4,959$500K0.2%N/A0.053%
2/12/2026 Walled Lake Planning & Wealth Management LLC264,153$26.62M8.4%+5.2%2.834%
2/12/2026 Great Lakes Retirement Inc.10,106$1.02M0.1%-45.1%0.108%
2/11/2026 Janney Montgomery Scott LLC30,152$3.04M0.0%+0.6%0.324%
2/11/2026Allianz Asset Management GmbH928,825$93.59M0.1%+15.5%9.966%
2/11/2026 Outlook Wealth Advisors LLC33,645$3.39M0.8%+65.9%0.361%
2/11/2026 Howard Bailey Securities LLC29,590$2.98M1.2%+65.1%0.317%
2/11/2026 LPL Financial LLC224,640$22.64M0.0%-30.8%2.410%
2/11/2026 Parallel Advisors LLC134,414$13.54M0.2%-32.7%1.442%
2/10/2026 Evolution Wealth Management Inc.3,823$385K0.3%+4.9%0.041%
2/10/2026WCG Wealth Advisors LLC13,571$1.37M0.0%N/A0.146%
2/10/2026Goldman Sachs Group Inc.193,617$19.51M0.0%-2.4%2.077%
2/10/2026 Essex Financial Services Inc.81,416$8.20M0.5%-4.3%0.874%
2/9/2026 Cary Street Partners Financial LLC3,475$350K0.0%-46.1%0.037%
2/6/2026 Lloyd Advisory Services LLC.39,072$3.94M1.5%-31.9%0.419%
2/6/2026 Kingdom Financial Group LLC.3,274$330K0.1%-53.2%0.035%
2/6/2026Blackston Financial Advisory Group LLC3,776$380K0.2%-37.0%0.041%
2/6/2026Trajan Wealth LLC60,698$6.12M0.3%+19.3%0.651%
2/6/2026Authentikos Wealth Advisory LLC46,408$4.68M3.1%-36.7%0.498%
2/6/2026 Csenge Advisory Group56,320$5.68M0.3%-0.9%0.604%
2/5/2026 Aegis Wealth Management Inc.57,598$5.80M4.6%N/A0.618%
2/5/2026Thrivent Financial for Lutherans85,521$8.64M0.0%+2.2%0.918%
2/4/2026 Bridgewealth Advisory Group LLC78,364$7.90M1.7%-19.9%0.835%
2/4/2026Trek Financial LLC15,347$1.55M0.1%-29.1%0.164%
2/3/2026 Patten & Patten Inc. TN16,564$1.67M0.1%-12.3%0.177%
2/2/2026FSA Advisors Inc.13,495$1.36M0.2%-15.6%0.144%
2/2/2026 B.O.S.S. Retirement Advisors LLC10,139$1.02M0.3%-75.9%0.108%
2/2/2026 Addison Capital Co24,999$2.52M0.6%-16.5%0.267%
1/30/2026 Precision Wealth Strategies LLC17,813$1.80M0.6%+19.1%0.190%
1/30/2026Delta Investment Management LLC10,369$1.05M0.2%+240.9%0.111%
1/29/2026 Quest 10 Wealth Builders Inc.4,250$428K0.4%-21.6%0.044%
1/29/2026 Golden Reserve Retirement LLC4,967$500K0.1%+144.0%0.051%
1/28/2026 FWG Investments LLC.12,683$1.28M0.8%-15.7%0.130%
1/27/2026 Summit Financial Wealth Advisors LLC276,822$27.89M4.0%+32.2%2.848%
1/27/2026 FSR Wealth Management Ltd.35,967$3.62M4.3%-17.9%0.370%
1/27/2026 Elevated Capital Advisors LLC37,516$3.78M0.9%-1.5%0.386%
1/27/2026 Security Financial Services INC.2,337$235K0.0%-48.1%0.024%
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1/26/2026 LifeWealth Investments LLC7,946$801K0.3%-50.2%0.088%
1/26/2026 SMART Wealth LLC18,417$1.86M0.6%-20.3%0.203%
1/26/2026 AE Wealth Management LLC1,003,373$101.11M0.6%-15.5%11.050%
1/26/2026 Key Capital Management INC7,125$718K0.7%N/A0.078%
1/26/2026CWM LLC557$56K0.0%-60.4%0.006%
1/23/2026 Farther Finance Advisors LLC28,430$2.87M0.0%+60.5%0.306%
1/23/2026Financial Connections Group Inc.7,308$736K0.3%+6.7%0.079%
1/23/2026 ABLE Financial Group LLC39,827$4.01M0.8%+13.5%0.429%
1/23/2026 Kooman & Associates67,650$6.82M2.0%+14.4%0.729%
1/23/2026 Mid American Wealth Advisory Group Inc.128,222$12.92M5.5%+15.3%1.382%


BILZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 117 institutional investors and hedge funds held shares of PIMCO Ultra Short Government Active ETF. The most heavily invested institutionals were AE Wealth Management LLC ($101.11M), Allianz Asset Management GmbH ($93.59M), Captrust Financial Advisors ($72.09M), Beacon Capital Management LLC ($60.07M), Summit Financial Wealth Advisors LLC ($30.58M), Walled Lake Planning & Wealth Management LLC ($28.18M), and Parallel Advisors LLC ($24.26M).Learn more on PIMCO Ultra Short Government Active ETF's institutional investors.

Of the 113 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: Allianz Asset Management GmbH ($1.01M), Captrust Financial Advisors ($545.19K), Delta Investment Management LLC ($534.30K), AE Wealth Management LLC ($484.23K), Parallel Advisors LLC ($411.45K), Access Financial Services Inc. ($378.51K), and Summit Financial Wealth Advisors LLC ($302.87K).

Institutional investors have bought a total of 2,630,815 shares in the last 24 months. This purchase volume represents approximately $265.85M in transactions.

Of the 59 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: AE Wealth Management LLC ($361.78K), Access Financial Services Inc. ($232.57K), Beacon Capital Management LLC ($155.99K), Delta Investment Management LLC ($129.14K), LPL Financial LLC ($100.22K), Mariner LLC ($77.71K), and Royal Bank of Canada ($72.79K).

Institutional investors have sold a total of 1,686,491 shares in the last 24 months. This volume of shares sold represents approximately $170.34M in transactions.


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Institutional ownership data for NYSEARCA:BILZ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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