Who owns PIMCO Ultra Short Government Active Exchange-Traded Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BILZ from SEC Form 13F filings across 123 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 123 institutions disclosed 8.0M shares of PIMCO Ultra Short Government Active Exchange-Traded Fund worth $806.4M — about 78.3% of shares outstanding; the largest disclosed holder is AE Wealth Management LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
123
13F holders
$806.4M
value, 2026 filers
78.3%
of shares outstanding (8.0M sh)
24
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BILZ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 1.4M | $141.2M | 0.7% | 13.7% | +79.2% |
| 2 | Delta Investment Management, LLC | 559,113 | $56.4M | 9.3% | 5.5% | -9.2% |
| 3 | CAPTRUST FINANCIAL ADVISORS | 472,404 | $47.7M | 0.1% | 4.6% | -10.2% |
| 4 | Beacon Capital Management, LLC | 421,207 | $42.5M | 6.2% | 4.1% | -13.5% |
| 5 | Allianz Asset Management GmbH | 405,580 | $40.9M | 0.0% | 4% | -56.1% |
| 6 | LPL Financial LLC | 318,743 | $32.2M | 0.0% | 3.1% | +1.0% |
| 7 | Summit Financial Wealth Advisors, LLC | 316,805 | $32.0M | 4.1% | 3.1% | +4.6% |
| 8 | SMART Wealth LLC | 287,474 | $29.0M | 6.3% | 2.8% | +88.4% |
| 9 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 284,589 | $28.7M | 7.2% | 2.8% | +2.0% |
| 10 | Biltmore Wealth Management, LLC | 263,637 | $26.6M | 8.3% | 2.6% | +43.7% |
| 11 | GOLDMAN SACHS GROUP INC | 229,978 | $23.2M | 0.0% | 2.3% | -40.6% |
| 12 | ACCESS FINANCIAL SERVICES, INC. | 215,191 | $21.7M | 7.1% | 2.1% | -8.2% |
| 13 | Authentikos Wealth Advisory, LLC | 212,838 | $21.5M | 13.7% | 2.1% | +3.1% |
| 14 | Mid-American Wealth Advisory Group, Inc. | 177,678 | $17.9M | 6.5% | 1.7% | +38.6% |
| 15 | Parallel Advisors, LLC | 138,046 | $13.9M | 0.2% | 1.4% | -42.5% |
| 16 | Tower Research Capital LLC (TRC) | 132,117 | $13.3M | 0.3% | 1.3% | +101.3% |
| 17 | ROYAL BANK OF CANADA | 112,857 | $11.4M | 0.0% | 1.1% | +4.0% |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 102,565 | $10.4M | 0.0% | 1% | +244.0% |
| 19 | Lloyd Advisory Services, LLC. | 94,845 | $9.6M | 3.7% | 0.9% | +4222.9% |
| 20 | Thrivent Financial for Lutherans | 89,838 | $9.1M | 0.0% | 0.9% | -10.7% |
| 21 | Essex Financial Services, Inc. | 83,111 | $8.4M | 0.4% | 0.8% | -5.5% |
| 22 | Bridgewealth Advisory Group, LLC | 69,673 | $7.0M | 1.3% | 0.7% | -3.7% |
| 23 | Private Advisory Group LLC | 66,223 | $6.7M | 0.4% | 0.6% | +2.5% |
| 24 | Kooman & Associates | 65,055 | $6.6M | 1.8% | 0.6% | +2.3% |
| 25 | HRT FINANCIAL LPNEW | 64,457 | $6.5M | 0.0% | 0.6% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.