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PIMCO Ultra Short Government Active ETF (BILZ) Institutional Ownership

$100.88 +0.03 (+0.03%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
86
Total
Institutional Inflows
(last 12 months)
$365.93M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$237.58M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
6/3/2026Parallel Advisors LLC240,238$24.26M0.4%+78.7%2.774%
6/3/2026NewEdge 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%
5/19/2026NewEdge Advisors LLC37,578$38K0.0%N/A0.434%
5/18/2026Royal Bank of Canada108,517$10.96M0.0%+25.6%1.253%
5/15/2026FreeGulliver LLC12,959$1.31M0.6%+161.3%0.150%
5/14/2026Sei Investments Co.14,761$1.49M0.0%N/A0.170%
5/7/2026Parallel Advisors LLC240,238$24.26M0.4%+78.7%2.774%
5/7/2026Precision 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%
4/30/2026Elevated Capital Advisors LLC12,437$1.26M0.3%-66.8%0.140%
4/30/2026Kestra Advisory Services LLC4,797$484K0.0%-12.8%0.054%
4/30/2026 Base Wealth Management LLC8,123$820K0.5%-77.3%0.091%
4/29/2026Addison Capital Co27,863$2.81M0.5%+11.5%0.313%
4/28/2026Astoria 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%
4/24/2026Root Financial Partners LLC450$45K0.0%N/A0.005%
4/24/2026Essex 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%
4/24/2026SMART Wealth LLC152,564$15.40M4.5%+728.4%1.714%
4/23/2026 Networth Advisors LLC6,124$618K0.4%-42.2%0.069%
4/22/2026Janney Montgomery Scott LLC29,693$3.00M0.0%-1.5%0.327%
4/22/2026Boomfish Wealth Group LLC20,496$2.07M1.1%+37.9%0.226%
4/22/2026FWG 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%
4/17/2026Outlook Wealth Advisors LLC10,120$1.02M0.2%-69.9%0.111%
4/16/2026Triad Wealth Partners LLC2,238$226K0.0%N/A0.024%
3/24/2026Old North State Trust LLC2,697$272K0.2%N/A0.029%
2/24/2026Astoria Portfolio Advisors LLC.11,909$1.20M0.3%-4.0%0.128%
2/17/2026Equitable Holdings Inc.3,707$374K0.0%N/A0.040%
2/17/2026Osaic Holdings Inc.32,785$3.30M0.0%-17.4%0.352%
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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%
2/16/2026MML Investors Services LLC13,989$1.41M0.0%-26.2%0.150%
2/13/2026Kestra Advisory Services LLC5,500$554K0.0%N/A0.059%
2/13/2026Visionary Wealth Advisors3,417$344K0.0%-20.5%0.037%
2/13/2026Stifel Financial Corp10,561$1.06M0.0%+145.5%0.113%
2/13/2026Beacon Capital Management LLC596,167$60.07M9.3%-6.9%6.397%
2/13/2026Integrated 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%
2/12/2026Commonwealth Equity Services LLC12,777$1.29M0.0%-24.2%0.137%
2/12/2026FreeGulliver LLC4,959$500K0.2%N/A0.053%
2/12/2026 Walled Lake Planning & Wealth Management LLC264,153$26.62M8.4%+5.2%2.834%
2/12/2026Great Lakes Retirement Inc.10,106$1.02M0.1%-45.1%0.108%
2/11/2026Janney 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%
2/11/2026Outlook Wealth Advisors LLC33,645$3.39M0.8%+65.9%0.361%
2/11/2026Howard Bailey Securities LLC29,590$2.98M1.2%+65.1%0.317%
2/11/2026LPL Financial LLC224,640$22.64M0.0%-30.8%2.410%
2/11/2026Parallel 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%
2/10/2026Essex 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%
2/6/2026Lloyd Advisory Services LLC.39,072$3.94M1.5%-31.9%0.419%
2/6/2026Kingdom 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%
2/6/2026Csenge 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%
2/4/2026Bridgewealth Advisory Group LLC78,364$7.90M1.7%-19.9%0.835%
2/4/2026Trek Financial LLC15,347$1.55M0.1%-29.1%0.164%
2/3/2026Patten & 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%
2/2/2026Addison Capital Co24,999$2.52M0.6%-16.5%0.267%
1/30/2026Precision 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%
1/29/2026Quest 10 Wealth Builders Inc.4,250$428K0.4%-21.6%0.044%
1/29/2026Golden Reserve Retirement LLC4,967$500K0.1%+144.0%0.051%
1/28/2026FWG 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%
1/27/2026Elevated 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%
1/26/2026 LifeWealth Investments LLC7,946$801K0.3%-50.2%0.088%
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1/26/2026SMART Wealth LLC18,417$1.86M0.6%-20.3%0.203%
1/26/2026AE Wealth Management LLC1,003,373$101.11M0.6%-15.5%11.050%
1/26/2026Key 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%
1/22/2026 Networth Advisors LLC10,596$1.07M0.8%N/A0.114%


BILZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 118 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 114 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), AE Wealth Management LLC ($774.78K), Captrust Financial Advisors ($545.19K), Delta Investment Management LLC ($534.30K), 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 3,619,762 shares in the last 24 months. This purchase volume represents approximately $365.93M in transactions.

Of the 60 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: Delta Investment Management LLC ($523.93K), AE Wealth Management LLC ($361.78K), Allianz Asset Management GmbH ($234.38K), Access Financial Services Inc. ($232.57K), Beacon Capital Management LLC ($155.99K), LPL Financial LLC ($100.22K), and Flow Traders U.S. LLC ($91.93K).

Institutional investors have sold a total of 2,350,970 shares in the last 24 months. This volume of shares sold represents approximately $237.58M in transactions.


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This page (NYSEARCA:BILZ) was last updated on 7/25/2026 by MarketBeat.com Staff.
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