Free Trial
$100 Off Ends Tonight! MarketBeat All Access Returns to $249
  • 0Days
  • 0Hours
  • 0Minutes
  • 0Seconds
Save $100 Now
Claim MarketBeat All Access Sale Promotion

PIMCO Ultra Short Government Active ETF (BILZ) Institutional Ownership

$100.91 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

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)
$374.60M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$276.87M
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.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 NewEdge Advisors LLC37,578$38K0.0%N/A0.434%
5/18/2026 Royal Bank of Canada108,517$10.96M0.0%+25.6%1.253%
5/15/2026 FreeGulliver LLC12,959$1.31M0.6%+161.3%0.150%
5/14/2026 Sei 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%
5/6/2026 FSA Advisors Inc.7,662$774K0.5%-43.2%0.088%
5/5/2026 Sanctuary Advisors LLC4,102$414K0.0%N/A0.047%
5/1/2026 Financial 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%
3/24/2026 Old 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%
2/17/2026 Equitable Holdings Inc.3,707$374K0.0%N/A0.040%
2/17/2026 Osaic Holdings Inc.32,785$3.30M0.0%-17.4%0.352%
2/17/2026 Captrust Financial Advisors715,422$72.09M0.1%+12.3%7.676%
2/17/2026 Royal 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%
2/13/2026 Visionary Wealth Advisors3,417$344K0.0%-20.5%0.037%
2/13/2026 Stifel Financial Corp10,561$1.06M0.0%+145.5%0.113%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
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%
2/13/2026 Wells Fargo & Company MN2,056$207K0.0%N/A0.022%
2/12/2026 Jane Street Group LLC45,049$4.54M0.0%+181.5%0.483%
2/12/2026 Orion 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%
2/11/2026 Allianz 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%
2/10/2026 WCG Wealth Advisors LLC13,571$1.37M0.0%N/A0.146%
2/10/2026 Goldman 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%
2/6/2026 Blackston Financial Advisory Group LLC3,776$380K0.2%-37.0%0.041%
2/6/2026 Trajan Wealth LLC60,698$6.12M0.3%+19.3%0.651%
2/6/2026 Authentikos 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%
2/5/2026 Thrivent 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%
2/4/2026 Trek 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%
2/2/2026 FSA 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%
1/30/2026 Delta 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%
1/27/2026Summit 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%
1/27/2026Security Financial Services INC.2,337$235K0.0%-48.1%0.024%
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%
1/26/2026 CWM LLC557$56K0.0%-60.4%0.006%
1/23/2026 Farther Finance Advisors LLC28,430$2.87M0.0%+60.5%0.306%
1/23/2026 Financial Connections Group Inc.7,308$736K0.3%+6.7%0.079%
Before you buy SpaceX shares, consider this alternative approach (Ad)

SpaceX has confidentially filed for an IPO with the SEC, targeting a June 2026 listing at a valuation exceeding $1.75 trillion - potentially the largest IPO in history. But one expert says buying shares directly may not be the smartest move. There is a lesser-known way to tap into this windfall that most investors haven't considered.tc pixel

Discover the overlooked SpaceX IPO strategy before the June listing
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%
1/22/2026 Centennial Advisors LLC10,430$1.05M1.4%N/A0.112%
1/21/2026 Boomfish Wealth Group LLC14,858$1.50M0.8%N/A0.160%
1/21/2026 Access Financial Services Inc.145,942$14.71M5.4%-4.8%1.573%
1/21/2026 Base Wealth Management LLC35,773$3.61M1.9%-33.9%0.385%
1/20/2026 Stratos Wealth Partners LTD.6,264$631K0.0%-15.7%0.069%
1/16/2026Trust Co. of Vermont410$41K0.0%-27.9%0.005%


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), Walled Lake Planning & Wealth Management LLC ($28.18M), Summit Financial Wealth Advisors LLC ($27.89M), 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), AE Wealth Management LLC ($774.78K), Captrust Financial Advisors ($545.19K), Delta Investment Management LLC ($534.30K), Access Financial Services Inc. ($378.51K), Parallel Advisors LLC ($305.63K), and Walled Lake Planning & Wealth Management LLC ($279.13K).

Institutional investors have bought a total of 3,704,977 shares in the last 24 months. This purchase volume represents approximately $374.60M 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), Beacon Capital Management LLC ($341.87K), Allianz Asset Management GmbH ($234.38K), Access Financial Services Inc. ($232.57K), Goldman Sachs Group Inc. ($161.91K), and LPL Financial LLC ($100.22K).

Institutional investors have sold a total of 2,739,177 shares in the last 24 months. This volume of shares sold represents approximately $276.87M in transactions.



This page (NYSEARCA:BILZ) was last updated on 5/25/2026 by MarketBeat.com Staff.
From Our Partners