
PIMCO Ultra Short Government Active is an exchange-traded fund on ARCA. As of Q3 2025, 99 institutional investors hold shares in this ETF, with total holdings valued at $650.6M. AE Wealth Management LLC is the largest holder with a position valued at $120.2M.
Overview of institutional ownership in BILZ as of Q3 2025
Institutions with the largest positions in BILZ as of Q3 2025
| Institution | Position Value |
|---|---|
AE Wealth Management LLC RIA/Wealth | $120.2M 0.79% of portfolio |
A Allianz Asset Management AG Institution | $81.3M 0.10% of portfolio |
B Beacon Capital Management, LLC RIA/Wealth | $64.8M 9.30% of portfolio |
CAPTRUST FINANCIAL ADVISORS RIA/Wealth | $64.5M 0.13% of portfolio |
L LPL Financial LLC Institution | $32.9M 0.01% of portfolio |
$25.4M 8.37% of portfolio | |
S Summit Financial Wealth Advisors, LLC RIA/Wealth | $21.1M 3.27% of portfolio |
Parallel Advisors, LLC RIA/Wealth | $20.2M 0.37% of portfolio |
GOLDMAN SACHS GROUP INC Institution | $20.1M 0.00% of portfolio |
R ROYAL BANK OF CANADA Institution | $16.1M 0.00% of portfolio |
Institutional buying and selling activity for BILZ in Q3 2025
| Institution | Net Bought |
|---|---|
A Allianz Asset Management AG Institution | +$26.6M +262.4K shares |
CAPTRUST FINANCIAL ADVISORS RIA/Wealth | +$20.1M +198.3K shares |
S Summit Financial Wealth Advisors, LLC RIA/Wealth | +$14.9M +147.5K shares |
Parallel Advisors, LLC RIA/Wealth | +$12.1M +119.4K shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | +$8.5M +83.7K shares |
P Private Advisory Group LLC RIA/Wealth | +$4.6M +45.8K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$4.1M +40.3K shares |
Lloyd Advisory Services, LLC. RIA/Wealth | +$3.2M +31.2K shares |
Addison Capital Co RIA/Wealth | +$2.7M +26.9K shares |
ABLE Financial Group, LLC RIA/Wealth | +$2.5M +25.0K shares |
| Institution | Net Sold |
|---|---|
ACCESS FINANCIAL SERVICES, INC. RIA/Wealth | −$22.8M −225.3K shares |
AE Wealth Management LLC RIA/Wealth | −$17.9M −177.2K shares |
L LPL Financial LLC Institution | −$13.4M −132.8K shares |
B Beacon Capital Management, LLC RIA/Wealth | −$11.3M −111.7K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$7.9M −78.6K shares |
F FLOW TRADERS U.S. LLC Institution | −$6.5M −63.9K shares |
Abacus Planning Group, Inc. RIA/Wealth | −$6.0M −59.2K shares |
GOLDMAN SACHS GROUP INC Institution | −$5.6M −55.7K shares |
J JANE STREET GROUP, LLC Institution | −$5.0M −49.6K shares |
TOUNJIAN ADVISORY PARTNERS, LLC Family Office | −$2.5M −25.1K shares |
Institutions that initiated new positions or completely exited BILZ in Q3 2025
| Institution | Position Value |
|---|---|
Farther Finance Advisors, LLC RIA/Wealth | $1.8M 17.7K shares |
Stratos Wealth Partners, LTD. RIA/Wealth | $751.6K 7.4K shares |
S STIFEL FINANCIAL CORP Long Only Manager | $435.3K 4.3K shares |
C CLS Investments, LLC Institution | $230.3K 2.3K shares |
Golden Reserve Retirement LLC RIA/Wealth | $206.0K 2.0K shares |
Krilogy Financial LLC RIA/Wealth | $203.9K 2.0K shares |
T TRUST CO OF VERMONT Institution | $57.6K 569.0 shares |
Geneos Wealth Management Inc. RIA/Wealth | $18.1K 179.0 shares |
MORGAN STANLEY RIA/Wealth | $14.6K 144.0 shares |
$9.7K 96.0 shares |
| Institution | Previous Position |
|---|---|
Abacus Planning Group, Inc. RIA/Wealth | $6.0M 59.2K shares |
Chicago Capital, LLC RIA/Wealth | $837.9K 8.3K shares |
Park Square Financial Group, LLC RIA/Wealth | $138.6K 1.4K shares |
Transce3nd, LLC RIA/Wealth | $43.5K 430.0 shares |
Global Retirement Partners, LLC RIA/Wealth | $4.3K 42.0 shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $4.1K 41.0 shares |
Ameritas Advisory Services, LLC RIA/Wealth | $1.6K 15.0 shares |
Institutions with the largest Call and Put options positions in BILZ as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with BILZ as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
B Beacon Capital Management, LLC RIA/Wealth | 9.30% $64.8M |
8.37% $25.4M | |
F FSR Wealth Management Ltd. Institution | 6.35% $4.4M |
ACCESS FINANCIAL SERVICES, INC. RIA/Wealth | 5.62% $15.5M |
Authentikos Wealth Advisory, LLC RIA/Wealth | 5.44% $7.4M |
Mid-American Wealth Advisory Group, Inc. RIA/Wealth | 5.35% $11.2M |
S Summit Financial Wealth Advisors, LLC RIA/Wealth | 3.27% $21.1M |
Base Wealth Management LLC RIA/Wealth | 3.12% $5.5M |
Lloyd Advisory Services, LLC. RIA/Wealth | 2.95% $5.8M |
Bridgewealth Advisory Group, LLC RIA/Wealth | 2.63% $9.9M |
Discover hedge funds investing in BILZ


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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