PIMCO ULTRA SHRT GOVT ACTIVE BILZ
$100.69
+0.0% 52w: $97.08 – $100.69
Latest 13F among current holders filed 26 days ago (Jun 9, 2026)
Price — last 12 months
research preview data97.0898.88100.69
Jun 20, 2025 Jul 2, 2026
Institutional holders
114
+17 QoQ
13F value
$748.4M
+19.2% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BILZ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | Diversified mechanical | 924.1K | $93.3M | 0.1% | -0.5% |
| AE Wealth Management LLC | Wealth advisor | 781.1K | $78.9M | 0.4% | -22.2% |
| Delta Investment Management, LLC | Wealth advisor | 615.6K | $62.2M | 11.1% | +5836.7% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 526.3K | $53.1M | 0.1% | -26.4% |
| Beacon Capital Management, LLC | Wealth advisor | 486.7K | $49.1M | 8.7% | -18.4% |
| GOLDMAN SACHS GROUP INC | Bank broker | 386.9K | $39.1M | 0.0% | +99.8% |
| LPL Financial LLC | Bank broker | 315.6K | $31.9M | 0.0% | +40.5% |
| Summit Financial Wealth Advisors, LLC | Wealth advisor | 302.9K | $30.6M | 4.3% | +9.4% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | Wealth advisor | 279.1K | $28.2M | 8.3% | +5.7% |
| Parallel Advisors, LLC | Wealth advisor | 240.2K | $24.3M | 0.4% | +78.7% |
| ACCESS FINANCIAL SERVICES, INC. | Wealth advisor | 234.4K | $23.7M | 8.4% | +60.6% |
| Authentikos Wealth Advisory, LLC | Wealth advisor | 206.5K | $20.9M | 14.1% | +345.0% |
| Biltmore Wealth Management, LLC | Wealth advisor | 183.4K | $18.5M | 6.6% | +2928.2% |
| SMART Wealth LLC | Wealth advisor | 152.6K | $15.4M | 4.5% | +728.4% |
| Mid-American Wealth Advisory Group, Inc. | Wealth advisor | 128.2K | $12.9M | 5.5% | Held |
| ROYAL BANK OF CANADA | Bank broker | 108.5K | $11.0M | 0.0% | +25.6% |
| Thrivent Financial for Lutherans | Diversified mechanical | 100.6K | $10.2M | 0.0% | +17.6% |
| CITADEL ADVISORS LLC | Multistrat pod | 95.8K | $9.7M | 0.0% | +1352.0% |
| Essex Financial Services, Inc. | Wealth advisor | 88.0K | $8.9M | 0.5% | +8.1% |
| Bridgewealth Advisory Group, LLC | Wealth advisor | 72.3K | $7.3M | 1.5% | -7.7% |
| Tower Research Capital LLC (TRC) | Market maker | 65.6K | $6.6M | 0.2% | New |
| Private Advisory Group LLC | Other | 64.6K | $6.5M | 0.5% | +0.9% |
| Kooman & Associates | Wealth advisor | 63.6K | $6.4M | 1.9% | -6.0% |
| Trajan Wealth LLC | Other | 54.3K | $5.5M | 0.2% | -10.5% |
| ABLE Financial Group, LLC | Wealth advisor | 53.1K | $5.4M | 1.0% | +33.2% |
| Aegis Wealth Management, Inc. | Wealth advisor | 44.7K | $4.5M | 3.5% | -22.4% |
| NewEdge Advisors, LLC | Diversified mechanical | 37.6K | $3.8M | 0.0% | New |
| SFG Wealth Management, LLC. | Wealth advisor | 35.1K | $3.5M | 1.5% | New |
| Southland Equity Partners LLC | Wealth advisor | 34.3K | $3.5M | 0.7% | +58.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 32.5K | $3.3M | 0.0% | -0.8% |
| Independent Advisor Alliance | Wealth advisor | 30.8K | $3.1M | 0.0% | New |
| Farther Finance Advisors, LLC | Wealth advisor | 30.7K | $3.1M | 0.0% | +7.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 29.8K | $3.0M | 0.0% | New |
| Janney Montgomery Scott LLC | Diversified mechanical | 29.7K | $3.0M | 0.0% | -1.5% |
| Addison Capital Co | Wealth advisor | 27.9K | $2.8M | 0.5% | +11.5% |
| Legacy Capital Wealth Partners, LLC | Other | 27.0K | $2.7M | 0.6% | +0.1% |
| Csenge Advisory Group | Wealth advisor | 23.5K | $2.4M | 0.1% | -58.3% |
| Precision Wealth Strategies, LLC | Other | 23.5K | $2.4M | 0.8% | +31.8% |
| Boomfish Wealth Group, LLC | Other | 20.5K | $2.1M | 1.1% | +37.9% |
| Wellment Financial | Wealth advisor | 19.9K | $2.0M | 2.5% | -44.8% |
| Integrated Wealth Concepts LLC | Wealth advisor | 19.6K | $2.0M | 0.0% | +0.8% |
| POM Investment Strategies, LLC | Wealth advisor | 17.9K | $1.8M | 2.2% | New |
| Astoria Portfolio Advisors LLC. | Wealth advisor | 17.5K | $1.8M | 0.4% | +47.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 16.8K | $1.7M | 0.0% | +20.0% |
| PATTEN & PATTEN INC/TN | Other | 16.2K | $1.6M | 0.1% | -2.3% |
| WCG Wealth Advisors LLC | Wealth advisor | 16.1K | $1.6M | 0.0% | +18.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 15.2K | $1.5M | 0.0% | +43.5% |
| Financial Connections Group, Inc. | Wealth advisor | 15.1K | $1.5M | 0.5% | +106.2% |
| SEI INVESTMENTS CO | Diversified mechanical | 14.8K | $1.5M | 0.0% | New |
| Apella Capital, LLC | Wealth advisor | 13.7K | $1.4M | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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