BILZ PIMCO ETF TR
FollowULTR SH GO AC FD (fund)
Filings received so far for Q3 2026: 7 13F filers report a position in BILZ shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Biltmore Wealth Management, LLC | 268,661 | $27.1M | 8.4% | +5,024 | 13F-HRTimeline |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 50,049 | $5.05M | 3.06% | -1,513 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 26,192 | $2.64M | 0.02% | -4,843 | 13F-HRTimeline |
| Apella Capital, LLC | 13,668 | $1.38M | 0.02% | 0 | 13F-HRTimeline |
| Avidian Wealth Enterprises, LLC | 4,521 | $456K | 0.01% | new | 13F-HRTimeline |
| Williams & Novak Wealth Management, LLC | 2,719 | $274K | 0.16% | -4,922 | 13F-HRTimeline |
| Bangor Savings Bank | 2,100 | $212K | 0.02% | new | 13F-HRTimeline |