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Pimco Ultra Shrt Govt Active (BILZ)

CUSIP: 72201R577 | NYSE | 189 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Beacon Capital Management, LLC431,572
6.1% of portfolio›$43.5M
Summit Financial Wealth Advisors, LLC325,677
4.1% of portfolio›$32.9M
Walled Lake Planning & Wealth Management, LLC293,842
7.1% of portfolio›$29.7M
Biltmore Wealth Management, LLC268,661
8.4% of portfolio›$27.1M
Parallel Advisors, LLC219,606
0.3% of portfolio›$22.2M
Mid-American Wealth Advisory Group, Inc.195,723
6.9% of portfolio›$19.8M
Lloyd Advisory Services, Llc.92,578
3.6% of portfolio›$9.3M
POM Investment Strategies, LLC74,693
6.1% of portfolio›$7.5M
Kooman & Associates68,193
1.8% of portfolio›$6.9M
FIG Financial Advisory Services Inc50,049
3.1% of portfolio›$5.1M
Heirloom Wealth Management48,639
0.6% of portfolio›$4.9M
Southland Equity Partners LLC47,984
0.8% of portfolio›$4.8M
Wellment Financial47,787
5.2% of portfolio›$4.8M
Asset One Wealth Management LLC42,252
0.4% of portfolio›$4.3M
Aegis Wealth Management, Inc.40,806
2.4% of portfolio›$4.1M
SFG Wealth Management, Llc.37,559
1.3% of portfolio›$3.8M
Boomfish Wealth Group, LLC32,867
1.4% of portfolio›$3.3M
Howard Bailey Securities, LLC32,721
1.3% of portfolio›$3.3M
Elevated Capital Advisors, LLC29,662
1.0% of portfolio›$3.0M
Integrated Wealth Management29,501
2.9% of portfolio›$3.0M
Legacy Capital Wealth Partners, LLC27,016
0.6% of portfolio›$2.7M
Able Financial Group, LLC26,769
0.4% of portfolio›$2.7M
Farther Finance Advisors, LLC26,192
0.0% of portfolio›$2.6M
B.O.S.S. Retirement Advisors, LLC26,141
0.8% of portfolio›$2.6M
Outlook Wealth Advisors, LLC23,981
0.5% of portfolio›$2.4M
Commonwealth Equity Services, LLC18,990
0.0% of portfolio›$1.9M
Trek Financial, LLC18,585
0.1% of portfolio›$1.9M
Patten & Patten Inc17,479
0.1% of portfolio›$1.8M
MGO One Seven LLC17,223
0.0% of portfolio›$1.7M
Networth Advisors, LLC16,377
0.9% of portfolio›$1.7M
FWG Investments, Llc.15,860
0.8% of portfolio›$1.6M
Smart Wealth LLC15,845
0.3% of portfolio›$1.6M
Tounjian Advisory Partners, LLC14,964
0.7% of portfolio›$1.5M
Apella Capital, LLC13,668
0.0% of portfolio›$1.4M
Csenge Advisory Group13,484
0.1% of portfolio›$1.4M
Centennial Advisors, LLC12,149
1.5% of portfolio›$1.2M
Cambridge Investment Research Advisors, Inc.11,280
0.0% of portfolio›$1.1K
Great Lakes Retirement, Inc.11,251
0.1% of portfolio›$1.1M
Silverlake Wealth Management LLC9,594
0.2% of portfolio›$968.1K
Mosley Wealth Management9,577
0.3% of portfolio›$965.0K
Base Wealth Management LLC7,732
0.3% of portfolio›$780.3K
LifeWealth Investments, LLC7,653
0.2% of portfolio›$772.3K
Golden Reserve Retirement LLC6,376
0.1% of portfolio›$643.4K
Quest 10 Wealth Builders, Inc.5,342
0.4% of portfolio›$539.0K
Walkner Condon Financial Advisors LLC5,305
0.1% of portfolio›$535.3K
Advisor OS, LLC5,244
0.0% of portfolio›$529.2K
Blackston Financial Advisory Group, LLC5,025
0.3% of portfolio›$507.1K
Kestra Advisory Services, LLC4,984
0.0% of portfolio›$503.0K
Kingdom Financial Group Llc.4,773
0.1% of portfolio›$481.6K
Avidian Wealth Enterprises, LLC4,521
0.0% of portfolio›$456.2K
Key Capital Management, Inc4,465
0.2% of portfolio›$450.6K
Dean, Jacobson Financial Services, LLC3,864
0.2% of portfolio›$389.9K
Compass Financial Management LLC3,524
0.0% of portfolio›$355.6K
Evolution Wealth Management Inc.3,411
0.2% of portfolio›$344.2K
Montgomery Financial Services LLC3,137
0.3% of portfolio›$316.6K
Williams & Novak Wealth Management, LLC2,719
0.2% of portfolio›$274.4K
StoneX Group Inc.2,552
0.0% of portfolio›$257.6K
Security Financial Services, Inc.2,379
0.0% of portfolio›$240.1K
Visionary Wealth Advisors2,332
0.0% of portfolio›$235.3K
Lodestone Wealth Management LLC2,191
0.1% of portfolio›$221.1K
Bangor Savings Bank2,100
0.0% of portfolio›$211.9K
Krilogy Financial LLC2,039
0.0% of portfolio›$205.4K
Harbor Investment Advisory, LLC1,500
0.0% of portfolio›$151.4K
Decker Retirement Planning Inc.958
0.0% of portfolio›$96.7K
Latitude Advisors, LLC673
0.0% of portfolio›$67.9K
EverSource Wealth Advisors, LLC222
0.0% of portfolio›$22.4K
IFP Advisors, Inc77
0.0% of portfolio›$7.8K
StyleTurnoverLocationFiled
Beacon Capital Management, LLC
431,572$43.5M6.1%ETFMediumFranklin, TN2026-10-23
Summit Financial Wealth Advisors, LLC
325,677$32.9M4.1%ETFLowLafayette, LA2026-10-15
Walled Lake Planning & Wealth Management, LLC
293,842$29.7M7.1%ETFLowHighland Park, IL2026-10-29
Biltmore Wealth Management, LLC
268,661$27.1M8.4%ETFVery LowTempe, AZ2026-10-09
Parallel Advisors, LLC
219,606$22.2M0.3%IndexLowSan Francisco, CA2026-11-03
Mid-American Wealth Advisory Group, Inc.
195,723$19.8M6.9%ETFMediumKansas City, MO2026-10-21
Lloyd Advisory Services, Llc.
92,578$9.3M3.6%ETFVery HighSuwanee, GA2026-11-02
POM Investment Strategies, LLC
74,693$7.5M6.1%ETFVery HighRaleigh, NC2026-10-20
Kooman & Associates
68,193$6.9M1.8%ETFLowAltoona, PA2026-10-21
FIG Financial Advisory Services Inc
50,049$5.1M3.1%CoreVery HighOklahoma City, OK2026-10-07
Heirloom Wealth Management
48,639$4.9M0.6%GrowthMediumGreenwood Village, CO2026-10-14
Southland Equity Partners LLC
47,984$4.8M0.8%ETFLowWildwood, MO2026-10-14
Wellment Financial
47,787$4.8M5.2%ETFHighElmhurst, IL2026-10-28
Asset One Wealth Management LLC
42,252$4.3M0.4%GrowthLowBellevue, WA2026-11-02
Aegis Wealth Management, Inc.
40,806$4.1M2.4%ETFMediumGuthrie Center, IA2026-10-26
SFG Wealth Management, Llc.
37,559$3.8M1.3%ETFMediumTowson, MD2026-10-23
Boomfish Wealth Group, LLC
32,867$3.3M1.4%GrowthMediumAlpharetta, GA2026-10-22
Howard Bailey Securities, LLC
32,721$3.3M1.3%ETFMediumFort Wayne, IN2026-10-27
Elevated Capital Advisors, LLC
29,662$3.0M1.0%ETFMediumSandy, UT2026-11-04
Integrated Wealth Management
29,501$3.0M2.9%ETFHighUniontown, OH2026-10-19
Legacy Capital Wealth Partners, LLC
27,016$2.7M0.6%CoreMediumLittle Rock, AR2026-10-21
Able Financial Group, LLC
26,769$2.7M0.4%ETFLowScottsdale, AZ2026-10-14
Farther Finance Advisors, LLC
26,192$2.6M0.0%IndexLowSan Francisco, CA2026-10-08
B.O.S.S. Retirement Advisors, LLC
26,141$2.6M0.8%ETFMediumLehi, UT2026-10-26
Outlook Wealth Advisors, LLC
23,981$2.4M0.5%ETFMediumShenandoah, TX2026-10-28
Commonwealth Equity Services, LLC
18,990$1.9M0.0%ETFLowWaltham, MA2026-11-02
Trek Financial, LLC
18,585$1.9M0.1%ETFHighScottsdale, AZ2026-10-29
Patten & Patten Inc
17,479$1.8M0.1%CoreLowChattanooga, TN2026-10-26
MGO One Seven LLC
17,223$1.7M0.0%GrowthLowBeachwood, OH2026-10-28
Networth Advisors, LLC
16,377$1.7M0.9%ETFMediumCanonsburg, PA2026-11-03
FWG Investments, Llc.
15,860$1.6M0.8%ETFMediumLexington, KY2026-11-03
Smart Wealth LLC
15,845$1.6M0.3%ETFHighOmaha, NE2026-11-04
Tounjian Advisory Partners, LLC
14,964$1.5M0.7%GrowthHighFort Myers, FL2026-11-04
Apella Capital, LLC
13,668$1.4M0.0%ETFVery LowWest Hartford, CT2026-10-08
Csenge Advisory Group
13,484$1.4M0.1%ETFMediumClearwater, FL2026-11-04
Centennial Advisors, LLC
12,149$1.2M1.5%ETFHighAustin, TX2026-10-21
Cambridge Investment Research Advisors, Inc.
11,280$1.1K0.0%ETFLowFairfield, IA2026-11-02
Great Lakes Retirement, Inc.
11,251$1.1M0.1%GrowthLowSandusky, OH2026-10-26
Silverlake Wealth Management LLC
9,594$968.1K0.2%ETFLowWilliston, VT2026-10-21
Mosley Wealth Management
9,577$965.0K0.3%ETFHighAnaheim, CA2026-10-16
Base Wealth Management LLC
7,732$780.3K0.3%ETFMediumLakewood Ranch, FL2026-10-21
LifeWealth Investments, LLC
7,653$772.3K0.2%ETFMediumWinter Garden, FL2026-10-21
Golden Reserve Retirement LLC
6,376$643.4K0.1%ETFVery LowDublin, OH2026-11-02
Quest 10 Wealth Builders, Inc.
5,342$539.0K0.4%ETFLowFuquay-Varina, VA2026-11-02
Walkner Condon Financial Advisors LLC
5,305$535.3K0.1%ETFLowVerona, WI2026-11-02
Advisor OS, LLC
5,244$529.2K0.0%ETFMediumChicago, IL2026-11-03
Blackston Financial Advisory Group, LLC
5,025$507.1K0.3%ETFLowThe Villages, FL2026-11-04
Kestra Advisory Services, LLC
4,984$503.0K0.0%CoreLowAustin, TX2026-11-02
Kingdom Financial Group Llc.
4,773$481.6K0.1%ETFMediumPeoria, AZ2026-11-04
Avidian Wealth Enterprises, LLC
4,521$456.2K0.0%ETFLowHouston, TX2026-10-08
Key Capital Management, Inc
4,465$450.6K0.2%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Dean, Jacobson Financial Services, LLC
3,864$389.9K0.2%ETFLowFort Worth, TX2026-10-29
Compass Financial Management LLC
3,524$355.6K0.0%CoreN/ATampa, FL2026-10-30
Evolution Wealth Management Inc.
3,411$344.2K0.2%ETFMediumFort Myers, FL2026-10-28
Montgomery Financial Services LLC
3,137$316.6K0.3%ETFN/AOcean City, MD2026-11-03
Williams & Novak Wealth Management, LLC
2,719$274.4K0.2%ETFMediumWestlake Village, CA2026-10-09
StoneX Group Inc.
2,552$257.6K0.0%ETFMediumNew York, NY2026-11-03
Security Financial Services, Inc.
2,379$240.1K0.0%ETFMediumFort Wayne, IN2026-10-29
Visionary Wealth Advisors
2,332$235.3K0.0%ETFLowO'Fallon, IL2026-11-04
Lodestone Wealth Management LLC
2,191$221.1K0.1%CoreLowSpokane, WA2026-10-14
Bangor Savings Bank
2,100$211.9K0.0%ETFLowBangor, ME2026-10-06
Krilogy Financial LLC
2,039$205.4K0.0%GrowthLowSt. Louis, MO2026-10-13
Harbor Investment Advisory, LLC
1,500$151.4K0.0%GrowthLowLutherville, MD2026-10-13
Decker Retirement Planning Inc.
958$96.7K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Latitude Advisors, LLC
673$67.9K0.0%ETFLowYorkville, IL2026-10-27
EverSource Wealth Advisors, LLC
222$22.4K0.0%CoreMediumBirmingham, AL2026-11-04
IFP Advisors, Inc
77$7.8K0.0%GrowthLowTampa, FL2026-10-16