PIMCO Ultra Short Government Active Exchange-Traded Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALLIANZ ASSET MANAGEMENT GMBH | 05/11/2026 | 924.13 K | $93.31 M | -0.51% | 10.64% |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 781.09 K | $78.87 M | -22.15% | 8.99% |
| DELTA INVESTMENT MANAGEMENT, LLC | 05/13/2026 | 615.58 K | $62.15 M | 5,836.71% | 7.09% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 526.26 K | $53.14 M | -26.44% | 6.06% |
| BEACON CAPITAL MANAGEMENT, LLC | 05/11/2026 | 486.67 K | $49.14 M | -18.37% | 5.60% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 386.89 K | $39.06 M | 99.82% | 4.45% |
| LPL FINANCIAL LLC | 05/06/2026 | 315.64 K | $31.87 M | 40.51% | 3.63% |
| SUMMIT FINANCIAL WEALTH ADVISORS, LLC | 05/26/2026 | 302.87 K | $30.58 M | 9.41% | 3.49% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 04/30/2026 | 279.13 K | $28.18 M | 5.67% | 3.21% |
| PARALLEL ADVISORS, LLC | 06/03/2026 | 240.24 K | $24.26 M | 78.73% | 2.77% |
| ACCESS FINANCIAL SERVICES, INC. | 04/15/2026 | 234.39 K | $23.67 M | 60.61% | 2.70% |
| AUTHENTIKOS WEALTH ADVISORY, LLC | 05/07/2026 | 206.51 K | $20.85 M | 344.99% | 2.38% |
| BILTMORE WEALTH MANAGEMENT, LLC | 04/22/2026 | 183.42 K | $18.52 M | 2,928.25% | 2.11% |
| SMART WEALTH LLC | 04/23/2026 | 152.56 K | $15.40 M | 728.39% | 1.76% |
| MID-AMERICAN WEALTH ADVISORY GROUP, INC. | 04/23/2026 | 128.22 K | $12.92 M | 0.00% | 1.48% |
| ROYAL BANK OF CANADA | 05/15/2026 | 108.52 K | $10.96 M | 25.60% | 1.25% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 100.55 K | $10.15 M | 17.57% | 1.16% |
| CITADEL ADVISORS LLC | 05/15/2026 | 95.85 K | $9.68 M | 1,351.99% | 1.10% |
| ESSEX FINANCIAL SERVICES, INC. | 04/24/2026 | 87.98 K | $8.88 M | 8.06% | 1.01% |
| BRIDGEWEALTH ADVISORY GROUP, LLC | 05/15/2026 | 72.33 K | $7.30 M | -7.70% | 0.83% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 65.65 K | $6.63 M | 100.00% | 0.76% |
| PRIVATE ADVISORY GROUP LLC | 05/08/2026 | 64.62 K | $6.52 M | 0.92% | 0.74% |
| KOOMAN & ASSOCIATES | 04/21/2026 | 63.59 K | $6.42 M | -6.00% | 0.73% |
| TRAJAN WEALTH LLC | 05/14/2026 | 54.33 K | $5.49 M | -10.49% | 0.63% |
| ABLE FINANCIAL GROUP, LLC | 04/21/2026 | 53.06 K | $5.36 M | 33.22% | 0.61% |
| 04/20/2026 | 44.68 K | $4.51 M | -22.42% | 0.51% | |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 37.58 K | $3.79 M | 100.00% | 0.43% |
| SFG WEALTH MANAGEMENT, LLC. | 04/23/2026 | 35.08 K | $3.54 M | 100.00% | 0.40% |
| SOUTHLAND EQUITY PARTNERS LLC | 04/14/2026 | 34.27 K | $3.46 M | 58.47% | 0.39% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 32.52 K | $3.28 M | -0.80% | 0.37% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 30.79 K | $3.11 M | 100.00% | 0.35% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 30.69 K | $3.09 M | 7.95% | 0.35% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 29.82 K | $3.01 M | 100.00% | 0.34% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 29.69 K | $3.00 M | -1.52% | 0.34% |
| ADDISON CAPITAL CO | 04/29/2026 | 27.86 K | $2.81 M | 11.46% | 0.32% |
| LEGACY CAPITAL WEALTH PARTNERS, LLC | 05/15/2026 | 26.96 K | $2.72 M | 0.10% | 0.31% |
| CSENGE ADVISORY GROUP | 04/30/2026 | 23.49 K | $2.37 M | -58.29% | 0.27% |
| PRECISION WEALTH STRATEGIES, LLC | 05/06/2026 | 23.47 K | $2.37 M | 31.76% | 0.27% |
| BOOMFISH WEALTH GROUP, LLC | 04/22/2026 | 20.50 K | $2.07 M | 37.95% | 0.24% |
| FSR WEALTH MANAGEMENT LTD. | 04/28/2026 | 19.86 K | $2.01 M | -44.78% | 0.23% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 19.57 K | $1.98 M | 0.76% | 0.23% |
| POM INVESTMENT STRATEGIES, LLC | 05/11/2026 | 17.91 K | $1.81 M | 100.00% | 0.21% |
| ASTORIA PORTFOLIO ADVISORS LLC. | 04/28/2026 | 17.54 K | $1.77 M | 47.27% | 0.20% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 16.78 K | $1.69 M | 19.98% | 0.19% |
| PATTEN & PATTEN INC/TN | 05/01/2026 | 16.18 K | $1.63 M | -2.31% | 0.19% |
| WCG WEALTH ADVISORS LLC | 05/12/2026 | 16.09 K | $1.62 M | 18.52% | 0.19% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 15.16 K | $1.53 M | 43.51% | 0.17% |
| FINANCIAL CONNECTIONS GROUP, INC. | 05/01/2026 | 15.07 K | $1.52 M | 106.19% | 0.17% |
| SEI INVESTMENTS CO | 05/13/2026 | 14.76 K | $1.49 M | 100.00% | 0.17% |
| APELLA CAPITAL, LLC | 04/20/2026 | 13.67 K | $1.38 M | 100.00% | 0.16% |
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PIMCO Ultra Short Government Active Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 130 institutional investors and hedge funds held shares of PIMCO Ultra Short Government Active Exchange-Traded Fund. The most heavily invested institutionals were:
AE Wealth Management LLC: 1.4 M
Beacon Capital Management, LLC: 421,207
Summit Financial Wealth Advisors, LLC: 316,805
SMART Wealth LLC: 287,474
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC: 284,589
Biltmore Wealth Management, LLC: 263,637
85.34% of PIMCO Ultra Short Government Active Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 8.72 M shares in the last 24 months. This purchase volume represents approximately $878.47 M in transactions.