Evid Invest
Who owns BILZWhat BILZ owns — n/a

Who owns PIMCO Ultra Short Government Active Exchange-Traded Fund?

Institutional ownership of BILZ from SEC Form 13F filings across 76 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.

76

13F holders

$519.4M

value, 2026 filers

52.5%

of shares outstanding (5.4M sh)

16

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

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1AE Wealth Management LLC1.4M$141.2M0.7%13.7%+79.2%
2Delta Investment Management, LLC559,113$56.4M9.3%5.5%-9.2%
3CAPTRUST FINANCIAL ADVISORS472,404$47.7M0.1%4.6%-10.2%
4Allianz Asset Management GmbH405,580$40.9M0.0%4%-56.1%
5LPL Financial LLC318,743$32.2M0.0%3.1%+1.0%
6Summit Financial Wealth Advisors, LLC316,805$32.0M4.1%3.1%+4.6%
7GOLDMAN SACHS GROUP INC229,978$23.2M0.0%2.3%-40.6%
8Parallel Advisors, LLC138,046$13.9M0.2%1.4%-42.5%
9Tower Research Capital LLC (TRC)132,117$13.3M0.3%1.3%+101.3%
10ROYAL BANK OF CANADA112,857$11.4M0.0%1.1%+4.0%
11SUSQUEHANNA INTERNATIONAL GROUP, LLP102,565$10.4M0.0%1%+244.0%
12Lloyd Advisory Services, LLC.94,845$9.6M3.7%0.9%+4222.9%
13Thrivent Financial for Lutherans89,838$9,0670.0%0.9%-10.7%
14Essex Financial Services, Inc.83,111$8.4M0.4%0.8%-5.5%
15Private Advisory Group LLC66,223$6.7M0.4%0.6%+2.5%
16HRT FINANCIAL LPNEW64,457$6,5050.0%0.6%new
17VANCE WEALTH, LLCNEW49,237$5.0M1.1%0.5%new
18POM Investment Strategies, LLC45,501$4.6M5.2%0.4%+154.1%
19NewEdge Advisors, LLC37,742$3.8M0.0%0.4%+0.4%
20Southland Equity Partners LLC37,076$3.7M0.7%0.4%+8.2%
21CITADEL ADVISORS LLC32,121$3.2M0.0%0.3%-66.5%
22Integrated Wealth Concepts LLC31,730$3.2M0.0%0.3%+62.1%
23Addison Capital Co31,348$3.2M0.5%0.3%+12.5%
24OSAIC HOLDINGS, INC.31,102$3.1M0.0%0.3%-4.4%
25B.O.S.S. Retirement Advisors, LLC28,047$2.8M0.8%0.3%+444.1%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.