Who Owns PIMCO ETF TR (BILZ)? -- Institutional Holders (2026-03-31)

121 institutions reported holding $744.4M of PIMCO ETF TR (BILZ) in SEC 13F filings for 2026-03-31. Largest institutional holders: Allianz Asset Management GmbH ($93.3M), AE Wealth Management LLC ($78.9M), Delta Investment Management, LLC ($62.2M), CAPTRUST FINANCIAL ADVISORS ($53.1M), Beacon Capital Management, LLC ($49.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Allianz Asset Management GmbH$93.3M924,125Trimmed
2AE Wealth Management LLC$78.9M781,091Trimmed
3Delta Investment Management, LLC$62.2M615,577Added
4CAPTRUST FINANCIAL ADVISORS$53.1M526,259Trimmed
5Beacon Capital Management, LLC$49.1M486,666Trimmed
6GOLDMAN SACHS GROUP INC$39.1M386,892Added
7LPL Financial LLC$31.9M315,642Added
8Summit Financial Wealth Advisors, LLC$30.6M302,867Added
9WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$28.2M279,132Added
10Parallel Advisors, LLC$24.3M240,238Added
11ACCESS FINANCIAL SERVICES, INC.$23.7M234,391Added
12Authentikos Wealth Advisory, LLC$20.9M206,512Added
13Biltmore Wealth Management, LLC$18.5M183,421Added
14SMART Wealth LLC$15.4M152,564Added
15Mid-American Wealth Advisory Group, Inc.$12.9M128,222Hold
16Royal Bank of Canada$11.0M108,517Added
17Thrivent Financial for Lutherans$10.2M100,551Added
18CITADEL ADVISORS LLC$9.7M95,846Added
19Essex Financial Services, Inc.$8.9M87,980Added
20Bridgewealth Advisory Group, LLC$7.3M72,332Trimmed
21Tower Research Capital LLC (TRC)$6.6M65,648New
22Private Advisory Group LLC$6.5M64,617Added
23Kooman & Associates$6.4M63,593Trimmed
24Trajan Wealth LLC$5.5M54,331Trimmed
25ABLE Financial Group, LLC$5.4M53,059Added

Source: SEC Form 13F filings · as of 2026-03-31