Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / ULTRA SHORT GOVT
-
Number of holders
-
33
-
Total 13F shares, excl. options
-
1,910,313
-
Shares change
-
+1,675,983
-
Total reported value, excl. options
-
$192,775,481
-
Value change
-
+$169,185,791
-
Number of buys
-
28
-
Number of sells
-
-6
-
Price
-
$100.64
Significant Holders of PIMCO ETF TR - ULTRA SHORT GOVT (BILZ) as of Q4 2023
36 filings reported holding BILZ - PIMCO ETF TR - ULTRA SHORT GOVT as of Q4 2023.
PIMCO ETF TR - ULTRA SHORT GOVT (BILZ) has 33 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,910,313 shares
.
Largest 10 shareholders include AE Wealth Management LLC (1,272,136 shares), Lloyd Advisory Services, LLC. (134,725 shares), Mid-American Wealth Advisory Group, Inc. (71,224 shares), B.O.S.S. Retirement Advisors, LLC (63,745 shares), Mariner, LLC (56,656 shares), LPL Financial LLC (49,986 shares), THRIVENT FINANCIAL FOR LUTHERANS (39,841 shares), Great Lakes Retirement, Inc. (35,102 shares), Bridgewealth Advisory Group, LLC (30,626 shares), and Legacy Capital Wealth Partners, LLC (26,664 shares).
This table shows the top 33 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.