BILZ — PIMCO ETF Tr Institutional Holders · Q3 2026
Who owns PIMCO ETF Tr (BILZ)? 8 institutions reported holding $37.12M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Biltmore Wealth Management, LLC ($27.1M), Fig Financial Advisory Services Inc ($5.1M), Farther Finance Advisors, LLC ($2.6M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Biltmore Wealth Management, LLC | $27.1M | 268,661 | Added |
| 2 | FIG FINANCIAL ADVISORY SERVICES INC /ADV | $5.1M | 50,049 | Trimmed |
| 3 | Farther Finance Advisors, LLC | $2.6M | 26,192 | Trimmed |
| 4 | Apella Capital, LLC | $1.4M | 13,668 | Hold |
| 5 | Avidian Wealth Enterprises, LLC | $456,214 | 4,521 | New |
| 6 | Williams & Novak, LLC | $274,391 | 2,719 | Trimmed |
| 7 | Bangor Savings Bank | $211,911 | 2,100 | New |
| 8 | CoreCap Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30