PIMCO ULTRA SHRT GOVT ACTIVE (BILZ) Institutional Ownership Changes & 13F Activity
PIMCO ULTRA SHRT GOVT ACTIVE (BILZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Delta Investment Management, Llc, Ae Wealth Management Llc, Goldman Sachs Group Inc, Captrust Financial Advisors, and Citadel Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Sell | -1,604 | -78.0% | 452 | $45.64K | Q1 2026 | Jul 08, 2026 |
| Newedge Advisors, Llc | Buy | +37,578 | — | 37,578 | $37.58K | Q1 2026 | May 18, 2026 |
| Goldman Sachs Group Inc | Buy | +193,275 | +99.8% | 386,892 | $39.06M | Q1 2026 | May 15, 2026 |
| Captrust Financial Advisors | Sell | -189,163 | -26.4% | 526,259 | $53.14M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +89,245 | +1352.0% | 95,846 | $9.68M | Q1 2026 | May 15, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +65,648 | — | 65,648 | $6.63M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +29,818 | — | 29,818 | $3.01M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +22,116 | +25.6% | 108,517 | $10.96M | Q1 2026 | May 15, 2026 |
| Freegulliver Llc | Buy | +8,000 | +161.3% | 12,959 | $1.31M | Q1 2026 | May 15, 2026 |
| Bridgewealth Advisory Group, Llc | Sell | -6,032 | -7.7% | 72,332 | $7.30M | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors Llc | Sell | -1,458 | -11.4% | 11,339 | $1.14M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -262 | -0.8% | 32,523 | $3.28M | Q1 2026 | May 15, 2026 |
| Huntington National Bank | Buy | +240 | — | 240 | $24.23K | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +147 | +0.8% | 19,570 | $1.98M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +51 | — | 51 | $5.15K | Q1 2026 | May 15, 2026 |
| United Capital Financial Advisors, Llc | Sell | -47 | -1.6% | 2,953 | $298.16K | Q1 2026 | May 15, 2026 |
| Legacy Capital Wealth Partners, Llc | Buy | +28 | +0.1% | 26,959 | $2.72M | Q1 2026 | May 15, 2026 |
| Brown Advisory Inc | Sell | -26 | -0.8% | 3,430 | $346.33K | Q1 2026 | May 15, 2026 |
| Us Bancorp \De\ | Buy | +12 | — | 12 | $1.21K | Q1 2026 | May 15, 2026 |
| Trajan Wealth Llc | Sell | -6,367 | -10.5% | 54,331 | $5.49M | Q1 2026 | May 14, 2026 |
| Raymond James Financial Inc | Buy | +4,543 | — | 4,543 | $458.71K | Q1 2026 | May 14, 2026 |
| Cwm, Llc | Sell | -334 | -60.0% | 223 | $22.52K | Q1 2026 | May 14, 2026 |
| Rialto Wealth Management, Llc | Sell | -4 | -0.2% | 1,753 | $177.00K | Q1 2026 | May 14, 2026 |
| Delta Investment Management, Llc | Buy | +605,208 | +5836.7% | 615,577 | $62.15M | Q1 2026 | May 13, 2026 |
| Ae Wealth Management Llc | Sell | -222,282 | -22.2% | 781,091 | $78.87M | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, Llc. | Sell | -36,878 | -94.4% | 2,194 | $221.58K | Q1 2026 | May 13, 2026 |
| Sei Investments Co | Buy | +14,761 | — | 14,761 | $1.49M | Q1 2026 | May 13, 2026 |
| Trek Financial, Llc | Sell | -5,437 | -35.4% | 9,910 | $1.00M | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group Llc. | Sell | -1,080 | -33.0% | 2,194 | $221.58K | Q1 2026 | May 13, 2026 |
| Visionary Wealth Advisors | Sell | -195 | -5.7% | 3,222 | $325.32K | Q1 2026 | May 13, 2026 |
Frequently asked questions about BILZ activity
Which institutional owners are buying BILZ?
Institutional owners buying BILZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BILZ activity?
"Buy" means an investor increased their reported position in BILZ compared to the prior reporting period. This reflects growing exposure to PIMCO ULTRA SHRT GOVT ACTIVE (BILZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BILZ increasing?
Institutional interest in BILZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.