Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / ULTRA SHORT GOVT
-
Number of holders
-
13
-
Total 13F shares, excl. options
-
292,860
-
Shares change
-
+230,425
-
Total reported value, excl. options
-
$29,495,255
-
Value change
-
+$23,208,642
-
Number of buys
-
12
-
Number of sells
-
-1
-
Price
-
$100.69
Significant Holders of PIMCO ETF TR - ULTRA SHORT GOVT (BILZ) as of Q3 2023
13 filings reported holding BILZ - PIMCO ETF TR - ULTRA SHORT GOVT as of Q3 2023.
PIMCO ETF TR - ULTRA SHORT GOVT (BILZ) has 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 292,860 shares
.
Largest 10 shareholders include Palumbo Wealth Management LLC (66,027 shares), PRW Wealth Management LLC (62,976 shares), JANE STREET GROUP, LLC (29,195 shares), Legacy Capital Wealth Partners, LLC (26,636 shares), Bridgewealth Advisory Group, LLC (25,108 shares), Keene & Associates, Inc. (17,800 shares), Royal Bank of Canada (16,529 shares), Thrivent Financial for Lutherans (15,848 shares), Snowden Capital Advisors LLC (12,470 shares), and Biltmore Wealth Management, LLC (5,339 shares).
This table shows the top 13 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.