PIMCO ULTRA SHRT GOVT ACTIVE (BILZ) Institutional Shareholders
PIMCO ULTRA SHRT GOVT ACTIVE (BILZ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $677.23M in BILZ holdings during the latest filing period.
Allianz Asset Management Gmbh is currently the largest disclosed institutional shareholder of BILZ tracked by InsiderSet, reporting ownership valued at approximately $93.31M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $93.03M, representing an estimated loss of -0.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed BILZ value among the investors covered in this analysis. Major shareholders include Allianz Asset Management Gmbh, Delta Investment Management, Llc, Captrust Financial Advisors, and several other long-term asset managers with concentrated positions in PIMCO ULTRA SHRT GOVT ACTIVE (BILZ).
This page ranks the largest institutional BILZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
112
Total Reported Value
$677.23M
Largest Holder
Allianz Asset Management Gmbh
Largest Position
$93.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
125
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Allianz Asset Management Gmbh | 0.11% | 924,125 | $93,308,901 | $93,031,664 | -$277,237 | -0.30% | |
| Delta Investment Management, Llc | 11.12% | 615,577 | $62,154,823 | $61,970,137 | -$184,686 | -0.30% | |
| Captrust Financial Advisors | 0.09% | 526,259 | $53,136,328 | $52,978,494 | -$157,834 | -0.30% | |
| Beacon Capital Management, Llc | 6.23% | 421,207 | $42,512,451 | $42,402,909 | -$109,542 | -0.26% | |
| Goldman Sachs Group Inc | 0.01% | 386,892 | $39,064,485 | $38,948,418 | -$116,067 | -0.30% | |
| Summit Financial Wealth Advisors, Llc | 4.09% | 316,805 | $31,975,081 | $31,892,759 | -$82,322 | -0.26% | |
| Lpl Financial Llc | 0.01% | 315,642 | $31,870,361 | $31,775,680 | -$94,681 | -0.30% | |
| Walled Lake Planning & Wealth Management, Llc | 7.25% | 284,589 | $28,723,584 | $28,649,575 | -$74,009 | -0.26% | |
| Biltmore Wealth Management, Llc | 8.31% | 263,637 | $26,608,852 | $26,540,337 | -$68,515 | -0.26% | |
| Parallel Advisors, Llc | 0.44% | 240,238 | $24,256,918 | $24,184,759 | -$72,159 | -0.30% | |
| Access Financial Services, Inc. | 7.12% | 215,191 | $21,719,185 | $21,663,278 | -$55,907 | -0.26% | |
| Authentikos Wealth Advisory, Llc | 14.08% | 206,512 | $20,851,536 | $20,789,563 | -$61,973 | -0.30% | |
| Mid-American Wealth Advisory Group, Inc. | 6.48% | 177,678 | $17,933,030 | $17,886,844 | -$46,186 | -0.26% | |
| Smart Wealth Llc | 4.51% | 152,564 | $15,404,387 | $15,358,618 | -$45,769 | -0.30% | |
| Royal Bank Of Canada | 0.00% | 108,517 | $10,957,000 | $10,924,406 | -$32,594 | -0.30% | |
| Citadel Advisors Llc | 0.01% | 95,846 | $9,677,571 | $9,648,817 | -$28,754 | -0.30% | |
| Essex Financial Services, Inc. | 0.50% | 87,980 | $8,883,327 | $8,856,947 | -$26,380 | -0.30% | |
| Bridgewealth Advisory Group, Llc | 1.33% | 69,673 | $7,032,096 | $7,013,981 | -$18,115 | -0.26% | |
| Tower Research Capital Llc (Trc) | 0.17% | 65,648 | $6,628,479 | $6,608,784 | -$19,695 | -0.30% | |
| Kooman & Associates | 1.76% | 65,055 | $6,566,001 | $6,549,087 | -$16,914 | -0.26% | |
| Private Advisory Group Llc | 0.45% | 64,617 | $6,524,378 | $6,504,993 | -$19,385 | -0.30% | |
| Trajan Wealth Llc | 0.22% | 54,331 | $5,485,798 | $5,469,502 | -$16,296 | -0.30% | |
| Aegis Wealth Management, Inc. | 3.39% | 51,964 | $5,244,726 | $5,231,216 | -$13,510 | -0.26% | |
| Wellment Financial | 5.92% | 51,511 | $5,198,967 | $5,185,612 | -$13,355 | -0.26% | |
| Pom Investment Strategies, Llc | 5.20% | 45,501 | $4,592,436 | $4,580,586 | -$11,850 | -0.26% | |
| Southland Equity Partners Llc | 0.66% | 37,076 | $3,742,065 | $3,732,441 | -$9,624 | -0.26% | |
| Sfg Wealth Management, Llc. | 1.34% | 36,999 | $3,734,330 | $3,724,689 | -$9,641 | -0.26% | |
| Osaic Holdings, Inc. | 0.00% | 32,523 | $3,283,825 | $3,274,090 | -$9,735 | -0.30% | |
| Addison Capital Co | 0.52% | 31,348 | $3,163,996 | $3,155,803 | -$8,193 | -0.26% | |
| Farther Finance Advisors, Llc | 0.02% | 31,035 | $3,132,372 | $3,124,293 | -$8,079 | -0.26% | |
| Independent Advisor Alliance | 0.03% | 30,792 | $3,109,021 | $3,099,831 | -$9,190 | -0.30% | |
| Susquehanna International Group, Llp | 0.00% | 29,818 | $3,010,723 | $3,001,778 | -$8,945 | -0.30% | |
| Boomfish Wealth Group, Llc | 1.31% | 28,428 | $2,869,267 | $2,861,847 | -$7,420 | -0.26% | |
| B.O.S.S. Retirement Advisors, Llc | 0.76% | 28,047 | $2,830,798 | $2,823,491 | -$7,307 | -0.26% | |
| Able Financial Group, Llc | 0.47% | 27,945 | $2,820,489 | $2,813,223 | -$7,266 | -0.26% | |
| Astoria Portfolio Advisors Llc. | 0.47% | 27,258 | $2,751,182 | $2,744,063 | -$7,119 | -0.26% | |
| Legacy Capital Wealth Partners, Llc | 0.56% | 26,959 | $2,722,081 | $2,713,963 | -$8,118 | -0.30% | |
| Outlook Wealth Advisors, Llc | 0.53% | 24,342 | $2,456,860 | $2,450,509 | -$6,351 | -0.26% | |
| Csenge Advisory Group | 0.11% | 23,493 | $2,372,106 | $2,365,040 | -$7,066 | -0.30% | |
| Precision Wealth Strategies, Llc | 0.79% | 23,470 | $2,369,770 | $2,362,725 | -$7,045 | -0.30% | |
| Private Advisor Group, Llc | 0.01% | 21,646 | $2,184,751 | $2,179,103 | -$5,648 | -0.26% | |
| Fwg Investments, Llc. | 1.14% | 21,256 | $2,145,363 | $2,139,842 | -$5,521 | -0.26% | |
| Elevated Capital Advisors, Llc | 0.57% | 20,564 | $2,075,477 | $2,070,178 | -$5,299 | -0.26% | |
| Integrated Wealth Concepts Llc | 0.02% | 19,570 | $1,975,935 | $1,970,112 | -$5,823 | -0.29% | |
| Commonwealth Equity Services, Llc | 0.00% | 19,098 | $1,927,525 | $1,922,596 | -$4,929 | -0.26% | |
| Mml Investors Services, Llc | 0.00% | 16,784 | $1,694,722 | $1,689,645 | -$5,077 | -0.30% | |
| Patten & Patten Inc/Tn | 0.10% | 16,181 | $1,633,796 | $1,628,941 | -$4,855 | -0.30% | |
| Wcg Wealth Advisors Llc | 0.05% | 16,085 | $1,624,106 | $1,619,277 | -$4,829 | -0.30% | |
| Networth Advisors, Llc | 0.90% | 15,411 | $1,555,468 | $1,551,425 | -$4,043 | -0.26% | |
| Stifel Financial Corp | 0.00% | 15,156 | $1,530,307 | $1,525,755 | -$4,552 | -0.30% |
Frequently asked questions about BILZ
Who owns the most BILZ stock?
The largest holders of BILZ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PIMCO ULTRA SHRT GOVT ACTIVE (BILZ).
Is BILZ widely held by superinvestors?
Many widely followed stocks like BILZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BILZ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.