Public ownership evidence

PIMCO Ultra Short Government Active ETF (BILZ) Ownership Disclosures

Read BILZ insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

PIMCO Ultra Short Government Active ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Kingsview Wealth Management, LLC
Report period
2026-06-30
Available
2026-08-20
Reported shares
2,474
Value (USD)
$249,701
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001791965-26-000005
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read BILZ fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read BILZ fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Kingsview Wealth Management, LLC2026-06-302026-08-202,474$249,701None
FSA Advisors, Inc.2026-06-302026-08-1820,260$2,044,803None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-182,528$255,176None
SEI INVESTMENTS CO2026-06-302026-08-1525,249$2,548,380None
Modern Wealth Management, LLC2026-06-302026-08-152,135$215,486None
Mutual Advisors, LLC2026-06-302026-08-1526,912$2,716,182None
Authentikos Wealth Advisory, LLC2026-06-302026-08-15212,838$21,481,734None
VANCE WEALTH, LLC2026-06-302026-08-1549,237$4,969,521None
Blackston Financial Advisory Group, LLC2026-06-302026-08-155,249$529,782None
WCG Wealth Advisors LLC2026-06-302026-08-1516,918$1,707,528None
IFG Advisory, LLC2026-06-302026-08-152,819$284,480None
OSAIC HOLDINGS, INC.2026-06-302026-08-15147$14,837None
OSAIC HOLDINGS, INC.2026-06-302026-08-1520$2,019None
OSAIC HOLDINGS, INC.2026-06-302026-08-1530,935$3,122,247None
HRT FINANCIAL LP2026-06-302026-08-1564,457$6,505,000None
GTS SECURITIES LLC2026-06-302026-08-1512,286$1,240,026None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1551,098$5,157,321None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1551,467$5,194,564None
Nest Investments, LLC2026-06-302026-08-153,978$401,541None
Allianz Asset Management GmbH2026-06-302026-08-15405,580$40,935,189None
Thrivent Financial for Lutherans2026-06-302026-08-1589,838$9,067,000None
ROYAL BANK OF CANADA2026-06-302026-08-1555$6,000None
ROYAL BANK OF CANADA2026-06-302026-08-15112,802$11,385,000None
CITADEL ADVISORS LLC2026-06-302026-08-1532,121$3,241,973None
Coppell Advisory Solutions LLC2026-06-302026-08-1515$282,908None
GOLDMAN SACHS GROUP INC2026-06-302026-08-15229,978$23,211,680None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-154,119$415,731None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15258$26,040None
Asset One Wealth Management LLC2026-06-302026-08-1435,548$3,582,883None
Pathstone Holdings, LLC2026-06-302026-08-142,241$226,184None
Pathstone Holdings, LLC2026-06-302026-08-1443$4,340None
Trajan Wealth LLC2026-06-302026-08-1448,646$4,909,841None
FSA Advisors, Inc.2026-06-302026-08-1420,260$2,044,803None
Visionary Wealth Advisors2026-06-302026-08-142,425$244,777None
Sanctuary Advisors, LLC2026-06-302026-08-149,070$915,435None
Delta Investment Management, LLC2026-06-302026-08-14559,113$56,431,265None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1455$5,551None
UBS Group AG2026-06-302026-08-14741$74,789None
Snowden Capital Advisors LLC2026-06-302026-08-1411,339$1,144,445None
Trek Financial, LLC2026-06-302026-08-1410,444$1,054,075None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-14472,404$47,679,775None
MORGAN STANLEY2026-06-302026-08-1451$5,147None
HUNTINGTON NATIONAL BANK2026-06-302026-08-14240$24,223None
Montgomery Financial Services LLC2026-06-302026-08-133,252$328,224None
COMPASS FINANCIAL MANAGEMENT LLC2026-06-302026-08-133,729$375,559None
Legacy Capital Wealth Partners, LLC2026-06-302026-08-1326,988$2,723,863None
Integrated Wealth Concepts LLC2026-06-302026-08-1331,730$3,202,489None
NewEdge Advisors, LLC2026-06-302026-08-1337,742$3,809,294None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1361$6,157None
BANK OF MONTREAL /CAN/2026-06-302026-08-13395$39,867None

90-day public filing window, up to 50 source positions.

Kingsview Wealth Management, LLC ↗FSA Advisors, Inc. ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗SEI INVESTMENTS CO ↗Modern Wealth Management, LLC ↗Mutual Advisors, LLC ↗Authentikos Wealth Advisory, LLC ↗VANCE WEALTH, LLC ↗Blackston Financial Advisory Group, LLC ↗WCG Wealth Advisors LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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