§ EQUITY
USDBILZ
PIMCO ULTRA SHRT GOVT ACTIVE
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
83 increased/new, 30 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Allianz Asset Management GmbH | 924K | 0.1% | −1% |
| AE Wealth Management LLC | 781K | 0.4% | −22% |
| Delta Investment Management, LLC | 616K | 11.1% | +5837% |
| Summit Financial Wealth Advisors, LLC | 606K | 4.3% | +119% |
| CAPTRUST FINANCIAL ADVISORS | 526K | 0.1% | −26% |
| Beacon Capital Management, LLC | 487K | 8.7% | −18% |
◇ AC INTELLIGENCE
Top institutional owners for BILZ as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER80.2% · 101 holders
QUALITY / COMPOUNDER12.0% · 1 holder
DEALER / BANK6.4% · 8 holders
TACTICAL / MACRO1.2% · 1 holder
INCOME / DEFENSIVE0.2% · 3 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for BILZ in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention BILZ yet.