BILZ Institutional Ownership & Shareholders
PIMCO ULTRA SHRT GOVT ACTIVE (BILZ) is currently held by 122 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $674.50M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Delta Investment Management, Llc is currently the largest disclosed institutional shareholder of BILZ tracked by InsiderSet, reporting ownership valued at approximately $56.43M in its June 30, 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 $56.45M, representing an estimated gain of +0.04% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed BILZ value among the investors covered in this analysis. Major shareholders include Delta Investment Management, Llc, Captrust Financial Advisors, Beacon Capital Management, Llc, 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
122
Total Reported Value
$674.50M
Largest Holder
Delta Investment Management, Llc
Largest Position
$56.43M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
82
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Delta Investment Management, Llc | 9.29% | 559,113 | $56,431,265 | $56,453,640 | +$22,375 | +0.04% | |
| Captrust Financial Advisors | 0.07% | 472,404 | $47,679,775 | $47,698,632 | +$18,857 | +0.04% | |
| Beacon Capital Management, Llc | 6.08% | 431,572 | $43,549,913 | $43,575,825 | +$25,912 | +0.06% | |
| Allianz Asset Management Gmbh | 0.04% | 405,580 | $40,935,189 | $40,951,413 | +$16,224 | +0.04% | |
| Summit Financial Wealth Advisors, Llc | 4.07% | 325,677 | $32,864,104 | $32,883,607 | +$19,503 | +0.06% | |
| Lpl Financial Llc | 0.01% | 318,743 | $32,170,743 | $32,183,481 | +$12,738 | +0.04% | |
| Walled Lake Planning & Wealth Management, Llc | 7.06% | 293,842 | $29,651,596 | $29,669,227 | +$17,631 | +0.06% | |
| Smart Wealth Llc | 6.25% | 287,474 | $29,014,778 | $29,026,250 | +$11,472 | +0.04% | |
| Biltmore Wealth Management, Llc | 8.40% | 268,661 | $27,110,563 | $27,126,701 | +$16,138 | +0.06% | |
| Goldman Sachs Group Inc | 0.00% | 229,978 | $23,211,680 | $23,220,879 | +$9,199 | +0.04% | |
| Access Financial Services, Inc. | 7.12% | 215,191 | $21,719,185 | $21,727,835 | +$8,650 | +0.04% | |
| Authentikos Wealth Advisory, Llc | 13.71% | 212,838 | $21,481,734 | $21,490,253 | +$8,519 | +0.04% | |
| Mid-American Wealth Advisory Group, Inc. | 6.89% | 195,723 | $19,750,451 | $19,762,151 | +$11,700 | +0.06% | |
| Parallel Advisors, Llc | 0.21% | 138,046 | $13,932,998 | $13,938,505 | +$5,507 | +0.04% | |
| Tower Research Capital Llc (Trc) | 0.33% | 132,117 | $13,334,569 | $13,339,853 | +$5,284 | +0.04% | |
| Royal Bank Of Canada | 0.00% | 112,857 | $11,391,000 | $11,395,171 | +$4,171 | +0.04% | |
| Susquehanna International Group, Llp | 0.01% | 102,565 | $10,351,885 | $10,355,988 | +$4,103 | +0.04% | |
| Lloyd Advisory Services, Llc. | 3.55% | 92,578 | $9,342,057 | $9,347,601 | +$5,544 | +0.06% | |
| Thrivent Financial For Lutherans | 0.02% | 89,838 | $9,067,000 | $9,070,943 | +$3,943 | +0.04% | |
| Essex Financial Services, Inc. | 0.42% | 83,111 | $8,388,364 | $8,391,718 | +$3,354 | +0.04% | |
| Pom Investment Strategies, Llc | 6.08% | 74,693 | $7,537,317 | $7,541,752 | +$4,435 | +0.06% | |
| Bridgewealth Advisory Group, Llc | 1.33% | 69,673 | $7,032,096 | $7,034,883 | +$2,787 | +0.04% | |
| Kooman & Associates | 1.84% | 68,193 | $6,881,356 | $6,885,447 | +$4,091 | +0.06% | |
| Private Advisory Group Llc | 0.37% | 66,223 | $6,683,887 | $6,686,536 | +$2,649 | +0.04% | |
| Hrt Financial Lp | 0.01% | 64,457 | $6,505,000 | $6,508,223 | +$3,223 | +0.05% | |
| Vance Wealth, Llc | 1.12% | 49,237 | $4,969,521 | $4,971,460 | +$1,939 | +0.04% | |
| Trajan Wealth Llc | 0.19% | 48,646 | $4,909,841 | $4,911,787 | +$1,946 | +0.04% | |
| Heirloom Wealth Management | 0.64% | 48,639 | $4,908,161 | $4,911,080 | +$2,919 | +0.06% | |
| Southland Equity Partners Llc | 0.83% | 47,984 | $4,842,110 | $4,844,944 | +$2,834 | +0.06% | |
| Wellment Financial | 5.19% | 47,787 | $4,822,218 | $4,825,053 | +$2,835 | +0.06% | |
| Asset One Wealth Management Llc | 0.37% | 42,252 | $4,263,689 | $4,266,184 | +$2,495 | +0.06% | |
| Aegis Wealth Management, Inc. | 2.43% | 40,806 | $4,117,734 | $4,120,182 | +$2,448 | +0.06% | |
| Newedge Advisors, Llc | 0.01% | 37,742 | $3,809,294 | $3,810,810 | +$1,516 | +0.04% | |
| Sfg Wealth Management, Llc. | 1.35% | 37,559 | $3,790,055 | $3,792,332 | +$2,277 | +0.06% | |
| Boomfish Wealth Group, Llc | 1.44% | 32,867 | $3,316,603 | $3,318,581 | +$1,978 | +0.06% | |
| Howard Bailey Securities, Llc | 1.27% | 32,721 | $3,301,863 | $3,303,839 | +$1,976 | +0.06% | |
| Citadel Advisors Llc | 0.00% | 32,121 | $3,241,973 | $3,243,257 | +$1,284 | +0.04% | |
| Addison Capital Co | 0.52% | 31,348 | $3,163,996 | $3,165,208 | +$1,212 | +0.04% | |
| Osaic Holdings, Inc. | 0.00% | 31,102 | $3,139,103 | $3,140,369 | +$1,266 | +0.04% | |
| Integrated Wealth Management | 2.93% | 29,501 | $2,976,995 | $2,978,716 | +$1,721 | +0.06% | |
| Astoria Portfolio Advisors Llc. | 0.47% | 27,258 | $2,751,182 | $2,752,240 | +$1,058 | +0.04% | |
| Legacy Capital Wealth Partners, Llc | 0.57% | 27,016 | $2,726,211 | $2,727,806 | +$1,595 | +0.06% | |
| Mutual Advisors, Llc | 0.05% | 26,912 | $2,716,182 | $2,717,305 | +$1,123 | +0.04% | |
| Able Financial Group, Llc | 0.42% | 26,769 | $2,701,260 | $2,702,866 | +$1,606 | +0.06% | |
| Farther Finance Advisors, Llc | 0.02% | 26,192 | $2,643,065 | $2,644,606 | +$1,541 | +0.06% | |
| B.O.S.S. Retirement Advisors, Llc | 0.76% | 26,141 | $2,637,848 | $2,639,457 | +$1,609 | +0.06% | |
| Sei Investments Co | 0.00% | 25,249 | $2,548,380 | $2,549,392 | +$1,012 | +0.04% | |
| Janney Montgomery Scott Llc | 0.00% | 24,492 | $2,472,000 | $2,472,957 | +$957 | +0.04% | |
| Outlook Wealth Advisors, Llc | 0.51% | 23,981 | $2,419,923 | $2,421,362 | +$1,439 | +0.06% | |
| Private Advisor Group, Llc | 0.01% | 21,646 | $2,184,751 | $2,185,597 | +$846 | +0.04% |
Frequently asked questions about BILZ
Who are the largest institutional holders of BILZ?
The largest institutional holders of BILZ reported in the latest SEC Form 13F filings include Delta Investment Management, Llc, Captrust Financial Advisors, Beacon Capital Management, Llc, Allianz Asset Management Gmbh, and Summit Financial Wealth Advisors, Llc. InsiderSet ranks institutional holders by their latest reported BILZ position.
What is BILZ institutional ownership?
This page tracks BILZ positions reported by institutional investment managers through SEC Form 13F. PIMCO ULTRA SHRT GOVT ACTIVE (BILZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BILZ?
InsiderSet currently tracks 122 institutional managers reporting BILZ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BILZ shareholders.
How much BILZ stock do institutions own?
Institutional investment managers disclosed approximately $674.50M in BILZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BILZ institutional ownership last updated?
The latest BILZ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BILZ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BILZ position after the reporting date.
Are institutions buying or selling BILZ?
Institutional buying and selling can be analyzed by comparing BILZ positions across consecutive 13F reporting periods. InsiderSet's BILZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BILZ ownership changes.
How has BILZ institutional ownership changed over time?
InsiderSet tracks BILZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.