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BILZ · Insider trading · 13F holders · Congress trades

Pimco ETF Tr (BILZ)

Who is buying and selling BILZ: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.

13F filers holding
45
Insider buys, 90 days
$0
Insider sales, 90 days
$0
Congress trades, 12 months
0

BILZ at a glance

  • No open-market insider purchases or sales of BILZ were filed in the last 90 days.
  • 45 13F filers hold BILZ among their 50 largest positions, worth $537.9M combined. The biggest bets by portfolio weight are Authentikos Wealth Advisory, LLC (13.7%), Delta Investment Management, LLC (9.3%) and Biltmore Wealth Management, LLC (8.4%). In their latest 13Fs, 2 managers opened a new position and 8 added to one.
  • No member of Congress has disclosed a trade in BILZ.

BILZ insider trading

No open-market insider purchases or sales of BILZ were filed in the last 90 days.

Who owns BILZ? Hedge funds and superinvestors

45 13F filers hold BILZ among their 50 largest positions, worth $537.9M combined. The biggest bets by portfolio weight are Authentikos Wealth Advisory, LLC (13.7%), Delta Investment Management, LLC (9.3%) and Biltmore Wealth Management, LLC (8.4%). In their latest 13Fs, 2 managers opened a new position and 8 added to one.

13F filers holding BILZ
Manager% of portfolioValueSharesLast quarter13F
AE Wealth Management LLCWealth manager0.7%$141.2M1,399,384—Q2 2026
Delta Investment Management, LLCWealth manager9.3%$56.4M559,113-9.2% sharesQ2 2026
Beacon Capital Management, LLCAsset manager6.1%$43.5M431,572+2.5% sharesQ3 2026
Summit Financial Wealth Advisors, LLCWealth manager4.1%$32.9M325,677+2.8% sharesQ3 2026
Walled Lake Planning & Wealth Management, LLCWealth manager7.1%$29.7M293,842+3.3% sharesQ3 2026
SMART Wealth LLCWealth manager6.3%$29.0M287,474+88.4% sharesQ2 2026
Biltmore Wealth Management, LLCWealth manager8.4%$27.1M268,661+1.9% sharesQ3 2026
Access Financial Services, Inc.Wealth manager7.1%$21.7M215,191-8.2% sharesQ2 2026
Authentikos Wealth Advisory, LLCWealth manager13.7%$21.5M212,838+3.1% sharesQ2 2026
Mid-American Wealth Advisory Group, Inc.Wealth manager6.9%$19.8M195,723+10.2% sharesQ3 2026
Tower Research Capital LLC (TRC)Asset manager0.3%$13.3M132,117—Q2 2026
Lloyd Advisory Services, LLC.Wealth manager3.7%$9.6M94,845—Q2 2026
POM Investment Strategies, LLCWealth manager6.1%$7.5M74,693+64.2% sharesQ3 2026
Bridgewealth Advisory Group, LLCWealth manager1.3%$7.0M69,673-3.7% sharesQ2 2026
Kooman & AssociatesWealth manager1.8%$6.9M68,193+4.8% sharesQ3 2026
Fig Financial Advisory Services Inc /advWealth manager3.1%$5.1M50,049-2.9% sharesQ3 2026
Vance Wealth, LLCWealth manager1.1%$5.0M49,237—Q2 2026
Heirloom Wealth ManagementWealth manager0.6%$4.9M48,639—Q3 2026
Southland Equity Partners LLCWealth manager0.8%$4.8M47,984+29.4% sharesQ3 2026
Wellment FinancialWealth manager5.2%$4.8M47,787-7.2% sharesQ3 2026
Aegis Wealth Management, Inc.Wealth manager2.4%$4.1M40,806-21.5% sharesQ3 2026
SFG Wealth Management, LLC.Wealth manager1.3%$3.8M37,559+1.5% sharesQ3 2026
Boomfish Wealth Group, LLCWealth manager1.4%$3.3M32,867+15.6% sharesQ3 2026
Howard Bailey Securities, LLCWealth manager1.3%$3.3M32,721-2.7% sharesQ3 2026
Integrated Wealth ManagementWealth manager2.9%$3.0M29,501+3.8% sharesQ3 2026
Astoria Portfolio Advisors LLC.Asset manager0.5%$2.8M27,258+55.4% sharesQ2 2026
Legacy Capital Wealth Partners, LLCWealth manager0.6%$2.7M27,016+0.1% sharesQ3 2026
B.O.S.S. Retirement Advisors, LLCWealth manager0.8%$2.6M26,141-6.8% sharesQ3 2026
Outlook Wealth Advisors, LLCWealth manager0.5%$2.4M23,981-1.5% sharesQ3 2026
FWG Investments, LLC.Wealth manager1.1%$2.1M21,256—Q2 2026

The 30 largest of 45 positions, by value. Each manager counts with its latest 13F (Q3 2026: 22, Q2 2026: 21, Q1 2026: 2). Screen BILZ in the grand portfolio →

BILZ stock trades by members of Congress

No member of Congress has disclosed a trade in BILZ.

BILZ questions and answers

Are insiders buying BILZ stock?

No open-market insider purchases or sales of BILZ were filed in the last 90 days.

Which hedge funds own BILZ?

45 13F filers hold BILZ among their 50 largest positions, worth $537.9M combined. The biggest bets by portfolio weight are Authentikos Wealth Advisory, LLC (13.7%), Delta Investment Management, LLC (9.3%) and Biltmore Wealth Management, LLC (8.4%). In their latest 13Fs, 2 managers opened a new position and 8 added to one.

Has Congress traded BILZ?

No member of Congress has disclosed a trade in BILZ.

Who is the largest holder of BILZ?

Among 13F filers, AE Wealth Management LLC reports the largest BILZ position, $141.2M (1,399,384 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Authentikos Wealth Advisory, LLC's: 13.7% of its portfolio.

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