Who Owns PIMCO (BILZ)? -- Institutional Holders (2026-06-30)

137 institutions reported holding $806.4M of PIMCO (BILZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: AE Wealth Management LLC ($141.2M), Delta Investment Management, LLC ($56.4M), CAPTRUST FINANCIAL ADVISORS ($47.7M), Beacon Capital Management, LLC ($42.5M), Allianz Asset Management GmbH ($40.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1AE Wealth Management LLC$141.2M1.4MAdded
2Delta Investment Management, LLC$56.4M559,113Trimmed
3CAPTRUST FINANCIAL ADVISORS$47.7M472,404Trimmed
4Beacon Capital Management, LLC$42.5M421,207Trimmed
5Allianz Asset Management GmbH$40.9M405,580Trimmed
6LPL Financial LLC$32.2M318,743Added
7Summit Financial Wealth Advisors, LLC$32.0M316,805Added
8SMART Wealth LLC$29.0M287,474Added
9WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$28.7M284,589Added
10Biltmore Wealth Management, LLC$26.6M263,637Added
11GOLDMAN SACHS GROUP INC$23.2M229,978Trimmed
12ACCESS FINANCIAL SERVICES, INC.$21.7M215,191Trimmed
13Authentikos Wealth Advisory, LLC$21.5M212,838Added
14Mid-American Wealth Advisory Group, Inc.$17.9M177,678Added
15Parallel Advisors, LLC$13.9M138,046Trimmed
16Tower Research Capital LLC (TRC)$13.3M132,117Added
17Royal Bank of Canada$11.4M112,857Added
18SUSQUEHANNA INTERNATIONAL GROUP, LLP$10.4M102,565Added
19Lloyd Advisory Services, LLC.$9.6M94,845Added
20Thrivent Financial for Lutherans$9.1M89,838Trimmed
21Essex Financial Services, Inc.$8.4M83,111Trimmed
22Bridgewealth Advisory Group, LLC$7.0M69,673Trimmed
23Private Advisory Group LLC$6.7M66,223Added
24Kooman & Associates$6.6M65,055Added
25HRT FINANCIAL LP$6.5M64,457New

Source: SEC Form 13F filings · as of 2026-06-30