Free Trial
→ The $15 Gold Fund That Pays Up to $1,152/Month (From Investors Alley) (Ad)tc pixel Free BILZ Stock Alerts

PIMCO Ultra Short Government Active ETF (BILZ) Institutional Ownership

$100.75 0.00 (0.00%)
Closing price 04:10 PM Eastern
Extended Trading
$100.75 0.00 (0.00%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
83
Total
Institutional Inflows
(last 12 months)
$274.32M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$236.63M
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
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2026Williams & Novak Wealth Management LLC2,719$274K0.2%-64.4%0.032%
10/9/2026Biltmore Wealth Management LLC268,661$27.11M8.5%N/A3.124%
10/8/2026Farther Finance Advisors LLC26,192$2.64M0.0%-15.6%0.305%
10/8/2026Avidian Wealth Enterprises LLC4,521$456K0.0%N/A0.053%
10/8/2026Fig Financial Advisory Services Inc. ADV50,049$5.05M3.0%N/A0.582%
10/6/2026Bangor Savings Bank2,100$212K0.0%N/A0.025%
9/23/2026Envestnet Asset Management Inc.14,823$1.50M0.0%N/A0.167%
9/9/2026Integrated Wealth Concepts LLC20,375$2.06M0.0%+4.1%0.205%
9/9/2026NewEdge Advisors LLC37,742$3.81M0.0%+0.4%0.380%
9/2/2026Allianz Asset Management GmbH405,580$40.94M0.0%-56.1%4.080%
9/2/2026Citadel Advisors LLC32,121$3.24M0.0%-66.5%0.323%
8/23/2026POM Investment Strategies LLC45,501$4.59M5.2%+154.1%0.458%
8/23/2026SFG Wealth Management LLC.36,999$3.73M1.3%+5.5%0.372%
8/23/2026Mid American Wealth Advisory Group Inc.177,678$17.93M6.5%+38.6%1.788%
8/22/2026Compass Financial Management LLC3,729$376K0.0%N/A0.038%
8/22/2026Montgomery Financial Services LLC3,252$328K0.3%N/A0.033%
8/22/2026SMART Wealth LLC287,474$29.02M6.3%+88.4%2.892%
8/21/2026Beacon Capital Management LLC421,207$42.51M6.2%-13.5%4.237%
8/12/2026Compass Financial Management LLC3,729$376K0.0%N/A0.038%
7/8/2026Williams & 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%
5/27/2026Security Financial Services INC.2,461$248K0.0%+5.3%0.028%
5/26/2026Summit 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%
5/1/2026Walled 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%
4/30/2026Base 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%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
4/28/2026Evolution 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%
4/24/2026Acorn Financial Advisory Services Inc. ADV5,934$599K0.1%N/A0.067%
4/24/2026Harbor Investment Advisory LLC1,500$151K0.0%N/A0.017%
4/24/2026SMART Wealth LLC152,564$15.40M4.5%+728.4%1.714%
4/23/2026Networth 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%
4/21/2026LifeWealth Investments LLC3,221$325K0.1%-59.5%0.035%
4/21/2026Aegis Wealth Management Inc.44,682$4.51M3.5%-22.4%0.492%
4/20/2026Apella 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%
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%
2/12/2026Walled 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%
2/10/2026Evolution 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%
2/9/2026Cary 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%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
2/6/2026Csenge Advisory Group56,320$5.68M0.3%-0.9%0.604%
2/5/2026Aegis 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%
2/2/2026B.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%


BILZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 123 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), Captrust Financial Advisors ($72.09M), Beacon Capital Management LLC ($42.51M), Allianz Asset Management GmbH ($40.94M), Summit Financial Wealth Advisors LLC ($30.58M), SMART Wealth LLC ($29.02M), and Walled Lake Planning & Wealth Management LLC ($28.18M).Learn more on PIMCO Ultra Short Government Active ETF's institutional investors.

Of the 118 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 2,716,041 shares in the last 24 months. This purchase volume represents approximately $274.32M in transactions.

Of the 62 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 ($518.55K), AE Wealth Management LLC ($361.78K), Access Financial Services Inc. ($232.57K), Beacon Capital Management LLC ($221.45K), Delta Investment Management LLC ($129.14K), LPL Financial LLC ($100.22K), and Mariner LLC ($77.71K).

Institutional investors have sold a total of 2,343,292 shares in the last 24 months. This volume of shares sold represents approximately $236.63M in transactions.


Related Companies

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 10/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel