Who owns BILZ?
PIMCO Ultra Short Government Active Exchange-Traded Fund · PIMCO
123 institutions reported holding BILZ, worth $809.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BILZ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| AE Wealth Management LLC | Topeka, KS | $141.2M | 1,399,384 | +618,293 shares |
| Delta Investment Management, LLC | San Francisco, CA | $56.4M | 559,113 | −56,464 shares |
| Captrust Financial Advisors | Raleigh, NC | $47.7M | 472,404 | −53,855 shares |
| Beacon Capital Management, LLC | Franklin, TN | $42.5M | 421,207 | −65,459 shares |
| Allianz Asset Management GmbH | Munich, Germany | $40.9M | 405,580 | −518,545 shares |
| LPL Financial LLC | Fort Mill, SC | $32.2M | 318,743 | +3,101 shares |
| Summit Financial Wealth Advisors, LLC | Lafayette, LA | $32.0M | 316,805 | +13,938 shares |
| SMART Wealth LLC | Omaha, NE | $29.0M | 287,474 | +134,910 shares |
| Walled Lake Planning & Wealth Management, LLC | Highland Park, IL | $28.7M | 284,589 | +5,457 shares |
| Biltmore Wealth Management, LLC | Tempe, AZ | $26.6M | 263,637 | +80,216 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns BILZ?
123 institutional managers reported holding BILZ in Form 13F filings for June 30, 2026, worth $809.0M in total. The largest reported position was held by AE Wealth Management LLC, at $141.2M.
Did institutions buy or sell BILZ last quarter?
Reported 13F value rose 8.9% from March 31, 2026, which includes price moves as well as buying and selling. 25 firms reported a new position and 13 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is BILZ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.