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PIMCO Ultra Short Government Active ETF (BILZ) Institutional Ownership

$101.07 +0.03 (+0.03%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for PIMCO Ultra Short Government Active ETF (NYSEARCA:BILZ)

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$148.91M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$17.60M
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BILZ Institutional Buying and Selling by Quarter

PIMCO Ultra Short Government Active ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025B.O.S.S. Retirement Advisors LLC22,514$2.27M0.6%+229.1%0.869%
1/21/2025Southland Equity Partners LLC3,974$401K0.1%-12.2%0.153%
1/21/2025Sound Income Strategies LLC285$29K0.0%N/A0.011%
1/17/2025 Janney Montgomery Scott LLC28,729$2.90M0.0%+1.6%1.109%
1/16/2025 Access Financial Services Inc.135,018$13.61M6.1%N/A5.213%
1/13/2025 Elevated Capital Advisors LLC41,090$4.14M1.1%+22.9%1.586%
1/13/2025 Mid American Wealth Advisory Group Inc.125,223$12.63M7.4%-15.7%4.835%
12/16/2024SMART Wealth LLC8,527$863K0.3%N/A0.329%
11/15/2024Jane Street Group LLC48,668$4.93M0.0%-29.8%1.879%
11/15/2024Integrated Wealth Concepts LLC29,037$2.94M0.0%+215.3%1.121%
11/14/2024Flow Traders U.S. LLC10,009$1.01M0.1%-75.4%0.386%
11/14/2024Captrust Financial Advisors10,663$1.08M0.0%N/A0.412%
11/12/2024Kingsview Wealth Management LLC7,086$717K0.0%+180.3%0.274%
11/7/2024Thrivent Financial for Lutherans86,270$8.73M0.0%+112.2%3.331%
11/4/2024Patten & Patten Inc. TN18,334$1.86M0.1%+69.0%0.708%
11/1/2024ABLE Financial Group LLC2,354$238K0.1%N/A0.091%
10/29/2024Lodestone Wealth Management LLC5,536$560K0.3%N/A0.214%
10/25/2024Trajan Wealth LLC74,802$7.57M0.4%+16.7%2.888%
10/24/2024FSA Advisors Inc.5,265$532K0.5%+68.8%0.203%
10/23/2024 Outlook Wealth Advisors LLC6,616$670K0.2%-79.7%0.255%
10/23/2024Keene & Associates Inc.8,520$862K0.7%+8.6%0.329%
10/23/2024Great Lakes Retirement Inc.35,422$3.59M0.5%-14.5%1.368%
10/22/2024 Elevated Capital Advisors LLC33,447$3.39M0.9%+51.5%1.291%
10/22/2024Private Advisor Group LLC4,891$495K0.0%-9.0%0.189%
10/21/2024Precision Wealth Strategies LLC17,039$1.73M1.6%+8.2%0.658%
10/17/2024Addison Capital Co3,485$353K0.1%+16.2%0.135%
10/16/2024B.O.S.S. Retirement Advisors LLC6,842$693K0.1%+22.9%0.264%
10/10/2024Lloyd Advisory Services LLC.138,081$13.98M6.8%-26.5%5.331%
10/9/2024Private Advisory Group LLC12,852$1.30M0.2%N/A0.496%
10/5/2024 Biltmore Wealth Management LLC5,739$581K0.2%+5.6%0.222%
10/2/2024 Mid American Wealth Advisory Group Inc.148,625$15.04M9.4%+22.8%5.738%
8/14/2024Bridgewealth Advisory Group LLC58,652$5.93M2.6%+39.0%2.265%
8/13/2024Thrivent Financial for Lutherans40,658$4.11M0.0%-8.6%1.570%
8/13/2024AE Wealth Management LLC1,039,014$105.04M1.1%+38.8%40.116%
8/13/2024Hollencrest Capital Management5,000$506K0.0%N/A0.193%
8/9/2024Keene & Associates Inc.7,845$793K0.6%-33.7%0.303%
8/6/2024Lloyd Advisory Services LLC.187,915$19.00M8.9%N/A7.255%
8/5/2024Private Advisor Group LLC5,377$544K0.0%-15.0%0.208%
8/2/2024Legacy Capital Wealth Partners LLC26,734$2.70M0.7%N/A1.032%
8/1/2024 Elevated Capital Advisors LLC22,072$2.23M0.6%N/A0.852%
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7/27/2024Trajan Wealth LLC64,083$6.48M0.4%+0.2%2.474%
7/25/2024Addison Capital Co3,000$303K0.1%N/A0.116%
7/25/2024POM Investment Strategies LLC10,536$1.07M0.9%+142.4%0.407%
7/25/2024Beacon Capital Management LLC276$28K0.0%N/A0.011%
7/24/2024Slagle Financial LLC2,672$270K0.1%+31.9%0.103%
7/23/2024Security Financial Services INC.3,975$402K0.1%N/A0.153%
7/18/2024 Outlook Wealth Advisors LLC32,668$3.30M1.0%+47.1%1.261%
7/13/2024 Biltmore Wealth Management LLC5,434$549K0.2%+6.7%0.210%
7/12/2024Southland Equity Partners LLC3,163$320K0.1%N/A0.122%
7/10/2024Csenge Advisory Group12,058$1.22M0.1%+72.9%0.466%
7/10/2024 Mid American Wealth Advisory Group Inc.121,066$12.24M7.8%+8.9%4.674%
7/9/2024 Astoria Portfolio Advisors LLC.32,458$3.28M1.2%+5.8%1.253%
5/23/2024FSA Advisors Inc.3,153$319K0.3%N/A0.122%
5/16/2024Slagle Financial LLC2,026$205K0.1%N/A0.078%
5/11/2024Patten & Patten Inc. TN7,966$806K0.1%N/A0.308%
5/9/2024Great Lakes Retirement Inc.36,709$3.71M0.5%+4.6%1.417%
5/4/2024Csenge Advisory Group6,973$705K0.0%+76.4%0.269%
5/1/2024Precision Wealth Strategies LLC21,008$2.13M2.0%+38.1%0.811%
4/30/2024Private Advisor Group LLC6,323$640K0.0%-17.8%0.237%
4/25/2024Heirloom Wealth Management22,989$2.33M0.8%+980.3%0.861%
4/24/2024Keene & Associates Inc.11,840$1.20M0.9%-28.0%0.443%
4/22/2024 Outlook Wealth Advisors LLC22,206$2.25M0.7%+98.7%0.832%
4/18/2024Bridgewealth Advisory Group LLC42,202$4.27M2.1%+37.8%1.581%
4/16/2024 Astoria Portfolio Advisors LLC.30,688$3.10M1.2%N/A1.149%
4/8/2024 Mid American Wealth Advisory Group Inc.111,212$11.25M7.6%+56.1%74.141%
3/1/2024Pineridge Advisors LLC638$64K0.0%N/A0.425%
2/13/2024Lloyd Advisory Services LLC.134,725$13.56M6.4%N/A89.817%
2/7/2024 Mid American Wealth Advisory Group Inc.71,224$7.17M4.9%N/A47.483%
2/6/2024Private Advisor Group LLC7,696$775K0.0%N/A5.131%
2/5/2024 Mid American Wealth Advisory Group Inc.103,861$10.46M7.2%N/A69.241%
2/5/2024Bridgewealth Advisory Group LLC30,626$3.08M2.4%+22.0%20.417%
2/5/2024Precision Wealth Strategies LLC15,216$1.53M1.5%+230.3%10.144%
1/31/2024Heirloom Wealth Management2,128$214K0.1%N/A1.419%
1/30/2024Keene & Associates Inc.16,455$1.66M1.4%-7.6%10.970%
1/29/2024 Outlook Wealth Advisors LLC11,174$1.13M0.4%N/A7.449%
1/26/2024B.O.S.S. Retirement Advisors LLC63,745$6.42M1.2%N/A42.497%
1/25/2024 Biltmore Wealth Management LLC5,092$512K0.2%-4.6%3.395%
1/18/2024Great Lakes Retirement Inc.35,102$3.53M0.6%N/A23.401%
1/9/2024Southland Equity Partners LLC2,456$247K0.1%N/A1.637%
11/9/2023Bridgewealth Advisory Group LLC25,108$2.53M3.1%N/A16.739%
10/31/2023Precision Wealth Strategies LLC4,607$464K0.5%N/A3.071%
10/23/2023Commonwealth Equity Services LLC5,327$536K0.0%N/A3.551%
10/13/2023Keene & Associates Inc.17,800$1.79M1.4%N/A11.867%
10/11/2023AE Wealth Management LLC4,998$503K0.0%N/A3.332%
(Data available from 1/1/2016 forward)

BILZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BILZ shares?

During the previous two years, 41 institutional investors and hedge funds held shares of PIMCO Ultra Short Government Active ETF. The most heavily invested institutionals were AE Wealth Management LLC ($105.04M), Lloyd Advisory Services LLC. ($13.98M), Access Financial Services Inc. ($13.61M), Mid American Wealth Advisory Group Inc. ($12.63M), Thrivent Financial for Lutherans ($8.73M), Trajan Wealth LLC ($7.57M), and Bridgewealth Advisory Group LLC ($5.93M).Learn more on BILZ's institutional investors.

Which institutional investors have been buying PIMCO Ultra Short Government Active ETF stock?

Of the 39 institutional investors that purchased PIMCO Ultra Short Government Active ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Lloyd Advisory Services LLC. ($322.64K), AE Wealth Management LLC ($295.55K), Mid American Wealth Advisory Group Inc. ($252.49K), Access Financial Services Inc. ($135.02K), B.O.S.S. Retirement Advisors LLC ($80.69K), Bridgewealth Advisory Group LLC ($58.65K), and Thrivent Financial for Lutherans ($45.61K).

How much institutional buying is happening at PIMCO Ultra Short Government Active ETF?

Institutional investors have bought a total of 1,570,341 shares in the last 24 months. This purchase volume represents approximately $158.51M in transactions.

Which PIMCO Ultra Short Government Active ETF major shareholders have been selling company stock?

Of the 11 institutional investors that sold PIMCO Ultra Short Government Active ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Lloyd Advisory Services LLC. ($49.83K), Flow Traders U.S. LLC ($30.67K), Outlook Wealth Advisors LLC ($26.05K), Mid American Wealth Advisory Group Inc. ($23.40K), Jane Street Group LLC ($20.63K), Keene & Associates Inc. ($9.96K), and Great Lakes Retirement Inc. ($6.03K).

How much institutional selling is happening at PIMCO Ultra Short Government Active ETF?

Institutional investors have sold a total of 173,985 shares in the last 24 months. This volume of shares sold represents approximately $17.60M in transactions.


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This page (NYSEARCA:BILZ) was last updated on 1/21/2025 by MarketBeat.com Staff
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