BILZ

Pimco Ultra SHRT Govt Active$100.72 0.04%
UnclassifiedUSCUSIP 72201R577· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
53
+11 QoQ
13F Value (tracked)
$383.4M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)13 adding · 9 trimming
Insider net (180d)$0

Price & smart-money activity

$100.72 0.04%3Y +0.2%
$100.00$100.34$100.67$101.01$101.342023202420252026242810931141051281486151410
Hover for who · click for detailEnd-of-day closing prices52w $100.66 – $101.25
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Ask your agent who owns BILZ

This stock page is the Follow view. The Build view lets your agent query BILZ owners, fund changes, insider filings, and source links through REST or MCP.

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curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BILZ"
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Use Arkolith to show who owns BILZ,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

53 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Allianz Asset Management GmbH
$93.3M
924K
−0.5%
Reduced · −5K sh
Q1 2026
2AE Wealth Management LLC
$78.9M
781K
−22%
Reduced · −222K sh
Q1 2026
3GOLDMAN SACHS GROUP INC
$39.1M
387K
+100%
Added · +193K sh
Q1 2026
4LPL Financial LLC
$31.9M
316K
+41%
Added · +91K sh
Q1 2026
5Summit Financial Wealth Advisors, LLC
$30.6M
303K
+9.4%
Added · +26K sh
Q1 2026
6Parallel Advisors, LLC
$24.3M
240K
+79%
Added · +106K sh
Q1 2026
7ROYAL BANK OF CANADA
$11.0M
109K
+26%
Added · +22K sh
Q1 2026
8CITADEL ADVISORS LLC
$9.7M
96K
15×
Added · +89K sh
Q1 2026
9Essex Financial Services, Inc.
$8.9M
88K
+8.1%
Added · +7K sh
Q1 2026
10Bridgewealth Advisory Group, LLC
$7.3M
72K
−7.7%
Reduced · −6K sh
Q1 2026
11Tower Research Capital LLC (TRC)
$6.6M
66K
New
+66K sh
Q1 2026
12Trajan Wealth LLC
$5.5M
54K
−10%
Reduced · −6K sh
Q1 2026
13NewEdge Advisors, LLC
$3.8M
38K
New
+38K sh
Q1 2026
14OSAIC HOLDINGS, INC.
$3.3M
33K
−0.8%
Reduced · −262 sh
Q1 2026
15Farther Finance Advisors, LLC
$3.1M
31K
+7.9%
Added · +2K sh
Q1 2026
16SUSQUEHANNA INTERNATIONAL GROUP, LLP
$3.0M
30K
New
+30K sh
Q1 2026
17Csenge Advisory Group
$2.4M
23K
−58%
Reduced · −33K sh
Q1 2026
18Integrated Wealth Concepts LLC
$2.0M
20K
+0.8%
Added · +147 sh
Q1 2026
19MML INVESTORS SERVICES, LLC
$1.7M
17K
+20%
Added · +3K sh
Q1 2026
20PATTEN & PATTEN INC/TN
$1.6M
16K
−2.3%
Reduced · −383 sh
Q1 2026
21WCG Wealth Advisors LLC
$1.6M
16K
+19%
Added · +3K sh
Q1 2026
22STIFEL FINANCIAL CORP
$1.5M
15K
+44%
Added · +5K sh
Q1 2026
23SEI INVESTMENTS CO
$1.5M
15K
New
+15K sh
Q1 2026
24Apella Capital, LLC
$1.4M
14K
New
+14K sh
Q1 2026
25COMMONWEALTH EQUITY SERVICES, LLC
$1.4M
13K
+5.2%
Added · +664 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
6
funds
Added
7
funds
Reduced
9
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

54 funds+53 since Q2 2023
02754Q2 2023Q4 2023Q2 2024Q4 2024Q2 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $384.7M

Share classes

Class13F holdersValue held
MINTcs288 funds$9.7B
PYLDmc243 funds$7.5B
BONDmc225 funds$4.6B
MUNIcs188 funds$1.6B
HYSmc124 funds$634.1M
CORPmc111 funds$1.1B
LDURmc106 funds$986.7M
SMMUcs91 funds$594.2M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own BILZ also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA27 funds$9.1B
MICROSOFT CORPMSFT27 funds$5.5B
SS SPDR S&P 500 ETF TRUST-USSPY27 funds$4.5B
ALPHABET INC-CL AGOOGL27 funds$4.0B
JPMORGAN CHASE & COJPM27 funds$3.2B
BROADCOM INCAVGO27 funds$3.1B
META PLATFORMS INC-CLASS AMETA27 funds$2.9B
ALPHABET INC-CL CGOOG27 funds$2.5B
TAIWAN SEMICONDUCTOR-SP ADRTSM27 funds$2.2B
TESLA INCTSLA27 funds$2.0B
EXXON MOBIL CORPXOM27 funds$2.0B
WALMART INCWMT27 funds$1.8B

Ranked by how many of BILZ's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BILZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.