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Disclosery

BILZ PIMCO ETF TR

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ULTR SH GO AC FD (fund)

114 managers (114 13F filers) reported a position in BILZ shares at 2026-03-31, 7,412,305 shares in all. 26 filers opened a position and 7 filers sold out during the quarter.

Managers
114
13F filers
114
New
26
Added
37
Reduced
47
Sold out
7
Shares held by filers
7,412,305

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Allianz Asset Management GmbHin group Allianz SE924,125$93.3M0.11%-4,70013F-HRTimelineGroup
AE Wealth Management LLC781,091$78.9M0.43%-222,28213F-HRTimeline
Delta Investment Management, LLC615,577$62.2M11.12%+605,20813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS526,259$53.1M0.09%-189,16313F-HRTimeline
Beacon Capital Management, LLC486,666$49.1M8.67%-109,50113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC386,892$39.1M0.01%+193,27513F-HRTimelineGroup
LPL Financial LLC315,642$31.9M0.01%+91,00213F-HRTimeline
Summit Financial Wealth Advisors, LLC302,867$30.6M4.34%+26,04513F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…279,132$28.2M8.28%+14,97913F-HRTimeline
Parallel Advisors, LLC240,238$24.3M0.44%+105,82413F-HR/ATimeline
ACCESS FINANCIAL SERVICES, INC.234,391$23.7M8.39%+88,44913F-HRTimeline
Authentikos Wealth Advisory, LLC206,512$20.9M14.08%+160,10413F-HRTimeline
Biltmore Wealth Management, LLC183,421$18.5M6.59%+177,36413F-HRTimeline
SMART Wealth LLC152,564$15.4M4.51%+134,14713F-HRTimeline
Mid-American Wealth Advisory Group, Inc.128,222$12.9M5.46%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA108,517$11M<0.01%+22,11613F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…100,551$10.2M0.02%+15,03013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC95,846$9.68M0.01%+89,24513F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.87,980$8.88M0.5%+6,56413F-HRTimelineGroup
Bridgewealth Advisory Group, LLC72,332$7.3M1.51%-6,03213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…65,648$6.63M0.17%new13F-HRTimelineGroup
Private Advisory Group LLC64,617$6.52M0.45%+59213F-HRTimeline
Kooman & Associates63,593$6.42M1.91%-4,05713F-HRTimeline
Trajan Wealth LLC54,331$5.49M0.22%-6,36713F-HRTimeline
ABLE Financial Group, LLC53,059$5.36M1.05%+13,23213F-HRTimeline
Aegis Wealth Management, Inc.44,682$4.51M3.55%-12,91613F-HRTimeline
NewEdge Advisors, LLC37,578$3.79M0.01%new13F-HR/ATimeline
SFG Wealth Management, LLC.35,080$3.54M1.46%new13F-HRTimeline
Southland Equity Partners LLC34,265$3.46M0.67%+12,64313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,523$3.28M<0.01%-26213F-HRTimelineGroup
Independent Advisor Alliance30,792$3.11M0.03%new13F-HRTimeline
Farther Finance Advisors, LLC30,689$3.09M0.03%+2,25913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,818$3.01M<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC29,693$3M0.01%-45913F-HRTimeline
Addison Capital Co27,863$2.81M0.5%+2,86413F-HRTimeline
Legacy Capital Wealth Partners, LLC26,959$2.72M0.56%+2813F-HRTimeline
Csenge Advisory Group23,493$2.37M0.11%-32,82713F-HRTimeline
Precision Wealth Strategies, LLC23,470$2.37M0.79%+5,65713F-HRTimeline
Boomfish Wealth Group, LLC20,496$2.07M1.1%+5,63813F-HRTimeline
Wellment Financial19,862$2.01M2.48%-16,10513F-HRTimeline
Integrated Wealth Concepts LLC19,570$1.98M0.02%+14713F-HRTimeline
POM Investment Strategies, LLC17,907$1.81M2.25%new13F-HRTimeline
Astoria Portfolio Advisors LLC.17,538$1.77M0.38%+5,62913F-HRTimeline
MML INVESTORS SERVICES, LLC16,784$1.69M<0.01%+2,79513F-HRTimeline
PATTEN & PATTEN INC/TN16,181$1.63M0.1%-38313F-HRTimeline
WCG Wealth Advisors LLC16,085$1.62M0.05%+2,51413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,156$1.53M<0.01%+4,59513F-HRTimelineGroup
Financial Connections Group, Inc.15,068$1.52M0.53%+7,76013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO14,761$1.49M<0.01%new13F-HRTimelineGroup
Apella Capital, LLC13,668$1.38M0.02%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,441$1.36M<0.01%+66413F-HRTimeline
FreeGulliver LLC12,959$1.31M0.55%+8,00013F-HRTimeline
Elevated Capital Advisors, LLC12,437$1.26M0.32%-25,07913F-HRTimeline
HOWARD BAILEY SECURITIES, LLC12,284$1.24M0.51%-17,30613F-HRTimeline
Snowden Capital Advisors LLC11,339$1.14M0.03%-1,45813F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC11,292$1.14M0.24%+5,31113F-HRTimeline
Cambridge Investment Research Advisors,…10,836$1.09M<0.01%-5,41213F-HRTimeline
Integrated Wealth Management10,208$1.03M1.18%-10,55113F-HRTimeline
Outlook Wealth Advisors, LLC10,120$1.02M0.25%-23,52513F-HRTimeline
Trek Financial, LLC9,910$1M0.05%-5,43713F-HRTimeline
Base Wealth Management LLC8,123$820K0.46%-27,65013F-HRTimeline
Private Advisor Group, LLC7,957$803K<0.01%+3113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,889$797K<0.01%-37,16013F-HRTimelineGroup
FSA Advisors, Inc.7,662$774K0.51%-5,83313F-HRTimeline
Williams & Novak Wealth Management, LLC7,061$711K0.53%new13F-HRTimeline
Great Lakes Retirement, Inc.6,634$670K0.07%-3,47213F-HRTimeline
FWG Investments, LLC.6,429$649K0.41%-6,25413F-HRTimeline
Networth Advisors, LLC6,124$618K0.44%-4,47213F-HRTimeline
Mutual Advisors, LLC6,117$618K0.01%new13F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…5,934$599K0.08%new13F-HRTimeline
Founders Financial Alliance, LLC5,888$594K0.11%+1513F-HRTimeline
B.O.S.S. Retirement Advisors, LLC5,155$521K0.16%-4,98413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,865$491K0.01%-1,39913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,797$484K<0.01%-70313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,543$459K<0.01%new13F-HRTimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC4,336$438K0.16%-41613F-HRTimeline
Sanctuary Advisors, LLC4,102$414K<0.01%new13F-HRTimeline
Centennial Advisors, LLC4,076$412K0.52%-6,35413F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…3,775$381K0.01%+30013F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC3,430$346K<0.01%-2613F-HRTimelineGroup
Visionary Wealth Advisors3,222$325K0.01%-19513F-HRTimeline
LifeWealth Investments, LLC3,221$325K0.1%-4,72513F-HRTimeline
Key Capital Management, INC3,105$314K0.21%-4,02013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,953$298K<0.01%-4713F-HRTimelineGroup
Lodestone Wealth Management LLC2,891$292K0.12%-34013F-HR/ATimeline
EVOLUTION WEALTH MANAGEMENT INC.2,773$280K0.2%-1,05013F-HRTimeline
Security Financial Services, INC.2,461$248K0.04%+12413F-HRTimeline
Quest 10 Wealth Builders, Inc.2,414$244K0.21%-1,83613F-HRTimeline
Blackston Financial Advisory Group, LLC2,308$233K0.15%-1,46813F-HRTimeline
Contango Wealth Management LLC2,303$233K0.27%new13F-HRTimeline
Triad Wealth Partners, LLC2,238$226K0.02%new13F-HRTimeline
Lloyd Advisory Services, LLC.2,194$222K0.06%-36,87813F-HRTimeline
Kingdom Financial Group LLC.2,194$222K0.06%-1,08013F-HRTimeline
Krilogy Financial LLC2,030$205K0.01%+413F-HRTimeline
Rialto Wealth Management, LLC1,753$177K0.04%-413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,500$151K0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN452$45.6K<0.01%-1,60413F-HR/ATimelineGroup
Root Financial Partners, LLC450$45.4K<0.01%new13F-HRTimeline
Mosley Wealth Management441$44.6K0.02%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/395$39.9K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC285$28.8K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC223$22.5K<0.01%-33413F-HRTimelineGroup
GeoWealth Management, LLC141$14.2K<0.01%-6313F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…100$10.1K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.98$9.9K<0.01%+113F-HRTimeline
Decker Retirement Planning Inc.93$9.39K<0.01%-6113F-HRTimeline
IFP Advisors, Inc77$7.78K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…71$7.17K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY51$5.15K<0.01%new13F-HRTimelineGroup
HHM Wealth Advisors, LLC50$5.05K<0.01%new13F-HRTimeline
Holos Integrated Wealth LLC15$1.51K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\12$1.21K<0.01%new13F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.12$1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sound Income Strategies, LLC2$201<0.01%new13F-HRTimeline