Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PIMCO ETF TR (BILZ)

85 + Investors. Track Smart Money conviction in BILZ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
1Q ▼
Buyers last Q
37%

Smart Money Signals — BILZ

Based on 85 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BILZ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
85 funds currently hold this stock — 93% of the 3.0-year high of 91 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +25% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+25% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🔴

Heavy selling pressure — only 37% buying

35 buying60 selling
Last quarter: 60 funds sold vs only 35 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 18 → 14 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 28% entered in last year

■ 21% conviction (2yr+) ■ 51% medium ■ 28% new
Only 18 funds (21%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

13 → 12 → 18 → 14 → 10 new funds/Q
New funds entering each quarter: 12 → 18 → 14 → 10. BILZ is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 13% veterans, 41% new entrants

■ 13% veterans ■ 46% 1-2yr ■ 41% new
Of 85 current holders: 11 (13%) held 2+ years, 39 held 1–2 years, 35 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds
6 of 85 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: BILZ

How many hedge funds hold BILZ — quarterly history vs. share price
Quarterly hedge fund ownership of BILZ vs. share price

Market Analysis: BILZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BILZ

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 5 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: BILZ
2026 Q1 Stats Unlock in 11 days 85 + Investors

Track Smart Money conviction in BILZ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 85 91 -6.59%
13F Shares 6M 6M -3.64%
Total Value $612M $638M -4.07%
New Positions 10 14 -4
Increased Positions 25 41 -16
Closed Positions 16 4 +12
Reduced Positions 44 32 +12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BILZ

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Income Statement & Cash Flow
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

85 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BILZ. Verified SEC 13F-HR filings.

Top 25 institutional holders of BILZ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Authentikos Wealth Advisory, LLC 14.08% 206,512 $20.9M
2 ACCESS FINANCIAL SERVICES, INC. 8.39% 234,391 $23.7M
3 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 8.28% 279,132 $28.2M
4 Biltmore Wealth Management, LLC 6.59% 183,421 $18.5M
5 Mid-American Wealth Advisory Group, Inc. 5.46% 128,222 $12.9M
6 SMART Wealth LLC 4.51% 152,564 $15.4M
7 Aegis Wealth Management, Inc. 3.55% 44,682 $4.5M
8 Wellment Financial 2.48% 19,862 $2.0M
9 Kooman & Associates 1.91% 63,593 $6.4M
10 SFG Wealth Management, LLC. 1.46% 35,080 $3.5M
11 Integrated Wealth Management 1.18% 10,208 $1.0M
12 Boomfish Wealth Group, LLC 1.10% 20,496 $2.1M
13 ABLE Financial Group, LLC 1.05% 53,059 $5.4M
14 Precision Wealth Strategies, LLC 0.79% 23,470 $2.4M
15 Southland Equity Partners LLC 0.67% 34,265 $3.5M
16 Williams & Novak, LLC 0.53% 7,061 $711K
17 Financial Connections Group, Inc. 0.53% 15,068 $2K
18 Centennial Advisors, LLC 0.52% 4,076 $412K
19 HOWARD BAILEY SECURITIES, LLC 0.51% 12,284 $1.2M
20 FSA Advisors, Inc. 0.51% 7,662 $774K
21 Addison Capital Co 0.50% 27,863 $2.8M
22 Essex Financial Services, Inc. 0.50% 87,980 $8.9M
23 Base Wealth Management LLC 0.46% 8,123 $820K
24 Networth Advisors, LLC 0.44% 6,124 $618K
25 Parallel Advisors, LLC 0.44% 240,238 $24.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PIMCO ETF TR (BILZ)

What does the Smart Money Trend signal show for BILZ?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BILZ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BILZ?

Heavy selling pressure — only 37% buying: Last quarter: 60 funds sold vs only 35 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for BILZ holders?

Smaller funds dominant — 8% AUM from top-100: 6 of 85 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BILZ?

Mostly new holders — 28% entered in last year: Only 18 funds (21%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.