# PIMCO ETF TR (BILZ)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BILZ/

- Reporting holders: 7
- Reported value: $37.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Biltmore Wealth Management, LLC](https://holderbook.com/funds/1598102-biltmore-wealth-management-llc/) | $27.1M | 268,661 | 8.4% | 14 |
| [FIG FINANCIAL ADVISORY SERVICES INC /ADV](https://holderbook.com/funds/753967-fig-financial-advisory-services-inc-adv/) | $5.1M | 50,049 | 3.1% | 2 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.6M | 26,192 | 0.0% | 5 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $1.4M | 13,668 | 0.0% | 3 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $456.2K | 4,521 | 0.0% | 1 |
| [Williams & Novak Wealth Management, LLC](https://holderbook.com/funds/1998419-williams-novak-wealth-management-llc/) | $274.4K | 2,719 | 0.2% | 3 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $211.9K | 2,100 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 7 | $37.1M |
| Q2 2026 | 123 | $858.3M |
| Q1 2026 | 114 | $782.0M |
| Q4 2025 | 97 | $627.9M |
| Q3 2025 | 100 | $656.0M |
| Q2 2025 | 92 | $673.8M |
| Q1 2025 | 83 | $577.5M |
| Q4 2024 | 80 | $496.8M |
| Q3 2024 | 64 | $354.2M |
| Q2 2024 | 57 | $250.0M |
| Q1 2024 | 39 | $157.4M |
| Q4 2023 | 33 | $192.8M |