PIMCO Ultra SHRT Govt ActiveBILZETF
13F holders, Q1 2026 (March 31)114holders +17
26new positions
7sold out
1famous investor
$100.96avg. 13F price*
At the end of Q1 2026, 114 institutions reported holding PIMCO Ultra SHRT Govt Active (BILZ) in their 13F filings, up 17 from Q4 2025. 26 opened new positions and 7 sold out. The largest holders were Allianz Asset Management GmbH ($93.3M), AE Wealth Management LLC ($78.9M) and Delta Investment Management, LLC ($62.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- PIMCO Ultra SHRT Govt Active
- Filed as
- PIMCO ETF TR (Q1 2026)
- CUSIP
- 72201R577
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $28.3M |
| Exits | 7 | $6.3M |
All 13F filers, Q4 2025 → Q1 2026: 2,090,409 shares bought and 908,294 shares sold, net +1,182,115 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 114 holders
| Allianz Asset Management GmbH | 0.11% | Reduce -0.5% | 924,125 | $93.3M |
| AE Wealth Management LLC | 0.43% | Reduce -22.1% | 781,091 | $78.9M |
| Delta Investment Management, LLC | 11.12% | Add +5836.7% | 615,577 | $62.2M |
| Captrust Financial Advisors | 0.09% | Reduce -26.4% | 526,259 | $53.1M |
| Beacon Capital Management, LLC | 8.67% | Reduce -18.4% | 486,666 | $49.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +99.8% | 386,892 | $39.1M |
| LPL Financial LLC | 0.01% | Add +40.5% | 315,642 | $31.9M |
| Summit Financial Wealth Advisors, LLC | 4.34% | Add +9.4% | 302,867 | $30.6M |
| Walled Lake Planning & Wealth Management, LLC | 8.29% | Add +5.7% | 279,132 | $28.2M |
| Parallel Advisors, LLC | 0.44% | Add +78.7% | 240,238 | $24.3M |
| Access Financial Services, Inc. | 8.39% | Add +60.6% | 234,391 | $23.7M |
| Authentikos Wealth Advisory, LLC | 14.08% | Add +345.0% | 206,512 | $20.9M |
| Biltmore Wealth Management, LLC | 6.59% | Add +2928.3% | 183,421 | $18.5M |
| SMART Wealth LLC | 4.51% | Add +728.4% | 152,564 | $15.4M |
| Mid-American Wealth Advisory Group, Inc. | 5.46% | No change | 128,222 | $12.9M |
| Royal Bank of Canada | 0.00% | Add +25.6% | 108,517 | $11.0M |
| Thrivent Financial for Lutherans | 0.02% | Add +17.6% | 100,551 | $10.2M |
| Citadel Advisors | 0.01% | Add +1352.0% | 95,846 | $9.7M |
| Essex Financial Services, Inc. | 0.50% | Add +8.1% | 87,980 | $8.9M |
| Bridgewealth Advisory Group, LLC | 1.51% | Reduce -7.7% | 72,332 | $7.3M |
| Tower Research Capital LLC (TRC) | 0.17% | New | 65,648 | $6.6M |
| Private Advisory Group LLC | 0.45% | Add +0.9% | 64,617 | $6.5M |
| Kooman & Associates | 1.91% | Reduce -6.0% | 63,593 | $6.4M |
| Trajan Wealth LLC | 0.22% | Reduce -10.5% | 54,331 | $5.5M |
| ABLE Financial Group, LLC | 1.05% | Add +33.2% | 53,059 | $5.4M |
| Aegis Wealth Management, Inc. | 3.55% | Reduce -22.4% | 44,682 | $4.5M |
| NewEdge Advisors, LLC | 0.01% | New | 37,578 | $3.8M |
| SFG Wealth Management, LLC. | 1.46% | New | 35,080 | $3.5M |
| Southland Equity Partners LLC | 0.67% | Add +58.5% | 34,265 | $3.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.8% | 32,523 | $3.3M |
| Independent Advisor Alliance | 0.03% | New | 30,792 | $3.1M |
| Farther Finance Advisors, LLC | 0.03% | Add +8.0% | 30,689 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | New | 29,818 | $3.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.5% | 29,693 | $3.0M |
| Addison Capital Co | 0.50% | Add +11.5% | 27,863 | $2.8M |
| Legacy Capital Wealth Partners, LLC | 0.56% | Add +0.1% | 26,959 | $2.7M |
| Csenge Advisory Group | 0.11% | Reduce -58.3% | 23,493 | $2.4M |
| Precision Wealth Strategies, LLC | 0.79% | Add +31.8% | 23,470 | $2.4M |
| Boomfish Wealth Group, LLC | 1.10% | Add +38.0% | 20,496 | $2.1M |
| Wellment Financial | 2.48% | Reduce -44.8% | 19,862 | $2.0M |
| Integrated Wealth Concepts LLC | 0.02% | Add +0.8% | 19,570 | $2.0M |
| POM Investment Strategies, LLC | 2.25% | New | 17,907 | $1.8M |
| Astoria Portfolio Advisors LLC. | 0.38% | Add +47.3% | 17,538 | $1.8M |
| MML Investors Services, LLC | 0.00% | Add +20.0% | 16,784 | $1.7M |
| Patten & Patten Inc. | 0.10% | Reduce -2.3% | 16,181 | $1.6M |
| WCG Wealth Advisors LLC | 0.05% | Add +18.5% | 16,085 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +43.5% | 15,156 | $1.5M |
| Financial Connections Group, Inc. | 0.53% | Add +106.2% | 15,068 | $1.5M |
| Sei Investments Co. | 0.00% | New | 14,761 | $1.5M |
| Apella Capital, LLC | 0.02% | New | 13,668 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.2% | 13,441 | $1.4M |
| FreeGulliver LLC | 0.55% | Add +161.3% | 12,959 | $1.3M |
| Elevated Capital Advisors, LLC | 0.32% | Reduce -66.8% | 12,437 | $1.3M |
| Howard Bailey Securities, LLC | 0.51% | Reduce -58.5% | 12,284 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -11.4% | 11,339 | $1.1M |
| Silverlake Wealth Management LLC | 0.24% | Add +88.8% | 11,292 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -33.3% | 10,836 | $1.1M |
| Integrated Wealth Management | 1.18% | Reduce -50.8% | 10,208 | $1.0M |
| Outlook Wealth Advisors, LLC | 0.25% | Reduce -69.9% | 10,120 | $1.0M |
| Trek Financial, LLC | 0.05% | Reduce -35.4% | 9,910 | $1.0M |
| Base Wealth Management LLC | 0.46% | Reduce -77.3% | 8,123 | $820K |
| Private Advisor Group, LLC | 0.00% | Add +0.4% | 7,957 | $803K |
| Jane Street Group, LLC | 0.00% | Reduce -82.5% | 7,889 | $797K |
| FSA Advisors, Inc. | 0.51% | Reduce -43.2% | 7,662 | $774K |
| Williams & Novak, LLC | 0.53% | New | 7,061 | $711K |
| Great Lakes Retirement, Inc. | 0.07% | Reduce -34.4% | 6,634 | $670K |
| FWG Investments, LLC. | 0.41% | Reduce -49.3% | 6,429 | $649K |
| Networth Advisors, LLC | 0.44% | Reduce -42.2% | 6,124 | $618K |
| Mutual Advisors, LLC | 0.01% | New | 6,117 | $618K |
| Acorn Financial Advisory Services Inc. | 0.08% | New | 5,934 | $599K |
| Founders Financial Alliance, LLC | 0.11% | Add +0.3% | 5,888 | $594K |
| B.O.S.S. Retirement Advisors, LLC | 0.16% | Reduce -49.2% | 5,155 | $521K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -22.3% | 4,865 | $491K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -12.8% | 4,797 | $484K |
| Raymond James Financial Inc. | 0.00% | New | 4,543 | $459K |
| Tounjian Advisory Partners, LLC | 0.16% | Reduce -8.8% | 4,336 | $438K |
| Sanctuary Advisors, LLC | 0.00% | New | 4,102 | $414K |
| Centennial Advisors, LLC | 0.52% | Reduce -60.9% | 4,076 | $412K |
| Cary Street Partners Financial LLC | 0.01% | Add +8.6% | 3,775 | $381K |
| Brown Advisory Inc. | 0.00% | Reduce -0.8% | 3,430 | $346K |
| Visionary Wealth Advisors | 0.01% | Reduce -5.7% | 3,222 | $325K |
| LifeWealth Investments, LLC | 0.10% | Reduce -59.5% | 3,221 | $325K |
| Key Capital Management, INC | 0.21% | Reduce -56.4% | 3,105 | $314K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -1.6% | 2,953 | $298K |
| Lodestone Wealth Management LLC | 0.12% | Reduce -10.5% | 2,891 | $292K |
| Evolution Wealth Management Inc. | 0.20% | Reduce -27.5% | 2,773 | $280K |
| Security Financial Services, INC. | 0.04% | Add +5.3% | 2,461 | $248K |
| Quest 10 Wealth Builders, Inc. | 0.21% | Reduce -43.2% | 2,414 | $244K |
| Blackston Financial Advisory Group, LLC | 0.15% | Reduce -38.9% | 2,308 | $233K |
| Contango Wealth Management LLC | 0.27% | New | 2,303 | $233K |
| Triad Wealth Partners, LLC | 0.02% | New | 2,238 | $226K |
| Lloyd Advisory Services, LLC. | 0.06% | Reduce -94.4% | 2,194 | $222K |
| Kingdom Financial Group LLC. | 0.06% | Reduce -33.0% | 2,194 | $222K |
| Krilogy Financial LLC | 0.01% | Add +0.2% | 2,030 | $205K |
| Rialto Wealth Management, LLC | 0.04% | Reduce -0.2% | 1,753 | $177K |
| Harbor Investment Advisory, LLC | 0.01% | New | 1,500 | $151K |
| Wells Fargo & Company | 0.00% | Reduce -78.0% | 452 | $46K |
| Root Financial Partners, LLC | 0.00% | New | 450 | $45K |
| Mosley Wealth Management | 0.02% | New | 441 | $45K |
| Bank of Montreal | 0.00% | No change | 395 | $40K |
| CoreCap Advisors, LLC | 0.00% | No change | 285 | $29K |
| Cwm, LLC | 0.00% | Reduce -60.0% | 223 | $23K |
| GeoWealth Management, LLC | 0.00% | Reduce -30.9% | 141 | $14K |
| Ascentis Independent Advisors | 0.00% | New | 100 | $10K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.0% | 98 | $10K |
| Decker Retirement Planning Inc. | 0.00% | Reduce -39.6% | 93 | $9K |
| IFP Advisors, Inc | 0.00% | No change | 77 | $8K |
| Fifth Third Bancorp | 0.00% | New | 71 | $7K |
| Morgan Stanley | 0.00% | New | 51 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | New | 50 | $5K |
| Holos Integrated Wealth LLC | 0.00% | New | 15 | $2K |
| US Bancorp \de | 0.00% | New | 12 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 12 | $1K |
| Sound Income Strategies, LLC | 0.00% | New | 2 | $201 |
"% of holder's portfolio" is BILZ's weight in each manager's 13F, not the share of PIMCO Ultra SHRT Govt Active the manager owns.