PIMCO Commodity Strategy Active Exchange-Traded Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 5.97 M | $164.79 M | -4.75% | 1,990.93% |
| ALLIANZ ASSET MANAGEMENT GMBH | 02/11/2026 | 2.98 M | $82.14 M | 32.61% | 992.38% |
| APOLLON WEALTH MANAGEMENT, LLC | 01/22/2026 | 1.54 M | $42.52 M | 2.20% | 513.76% |
| CWM, LLC | 01/26/2026 | 906.48 K | $25.01 M | 113.11% | 302.16% |
| 3EDGE ASSET MANAGEMENT, LP | 02/06/2026 | 354.63 K | $9.93 M | 100.00% | 118.21% |
| FIDELITY D & D BANCORP INC | 02/09/2026 | 228.14 K | $6.29 M | 16.46% | 76.05% |
| EXCHANGE TRADED CONCEPTS, LLC | 01/14/2026 | 202.99 K | $5.60 M | -12.84% | 67.66% |
| LPL FINANCIAL LLC | 02/11/2026 | 198.66 K | $5.48 M | 127.86% | 66.22% |
| DAKOTA WEALTH MANAGEMENT | 01/13/2026 | 177.84 K | $4.91 M | 100.00% | 59.28% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 170.59 K | $4.71 M | 1.61% | 56.86% |
| HOLLENCREST CAPITAL MANAGEMENT | 02/12/2026 | 128.69 K | $3.55 M | -7.29% | 42.90% |
| APOLLON FINANCIAL, LLC | 01/22/2026 | 120.35 K | $3.32 M | 11.76% | 40.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 72.91 K | $2.01 M | 87.86% | 24.30% |
| CHOREO, LLC | 01/23/2026 | 48.60 K | $1.36 M | 100.00% | 16.20% |
| BRINKER CAPITAL INVESTMENTS, LLC | 02/12/2026 | 26.70 K | $736.50 K | 81.57% | 8.90% |
| JANE STREET GROUP, LLC | 02/12/2026 | 24.89 K | $686.66 K | -63.91% | 8.30% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 22.85 K | $630.52 K | -57.83% | 7.62% |
| ELEVATED CAPITAL ADVISORS, LLC | 01/27/2026 | 20.18 K | $556.74 K | -2.53% | 6.73% |
| BARNES WEALTH MANAGEMENT GROUP, INC | 02/24/2026 | 18.10 K | $499.32 K | 107.76% | 6.03% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 16.77 K | $462.58 K | -31.53% | 5.59% |
| M HOLDINGS SECURITIES, INC. | 02/11/2026 | 14.17 K | $391.00 K | 100.00% | 4.72% |
| WALKNER CONDON FINANCIAL ADVISORS LLC | 01/21/2026 | 12.20 K | $336.60 K | 55.41% | 4.07% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 11.66 K | $321.72 K | -96.09% | 3.89% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 11.10 K | $306.22 K | 100.00% | 3.70% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 10.96 K | $302.30 K | 100.00% | 3.65% |
| KRILOGY FINANCIAL LLC | 01/27/2026 | 9.29 K | $269.36 K | 100.00% | 3.10% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 9.26 K | $255.40 K | 100.00% | 3.09% |
| ONYX BRIDGE WEALTH GROUP LLC | 02/18/2026 | 8.91 K | $245.74 K | 4.09% | 2.97% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 8.50 K | $234.52 K | -42.90% | 2.83% |
| LEGACY CAPITAL GROUP CALIFORNIA, INC. | 01/28/2026 | 8.32 K | $229.41 K | -89.04% | 2.77% |
| GEOWEALTH MANAGEMENT, LLC | 02/17/2026 | 5.65 K | $155.99 K | -82.82% | 1.88% |
| LITMAN GREGORY WEALTH MANAGEMENT LLC | 02/12/2026 | 3.68 K | $101.39 K | 100.00% | 1.23% |
| 02/11/2026 | 3.48 K | $95.88 K | 100.00% | 1.16% | |
| LLOYD ADVISORY SERVICES, LLC. | 02/06/2026 | 3.30 K | $90.99 K | 100.00% | 1.10% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 2.39 K | $66.00 K | 359.12% | 0.80% |
| COMERICA BANK | 01/29/2026 | 1.92 K | $53.08 K | 0.00% | 0.64% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 1.42 K | $39.26 K | 213.44% | 0.47% |
| MPWM ADVISORY SOLUTIONS, LLC | 02/17/2026 | 355 | $9.79 K | -38.47% | 0.12% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 316 | $8.72 K | 24.41% | 0.11% |
| JPMORGAN CHASE & CO | 02/11/2026 | 296 | $8.17 K | 100.00% | 0.10% |
| MORGAN STANLEY | 02/13/2026 | 266 | $7.34 K | -26.32% | 0.09% |
| 01/22/2026 | 239 | $6.59 K | 100.00% | 0.08% | |
| CORECAP ADVISORS, LLC | 01/13/2026 | 220 | $6.07 K | -27.87% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 118 | $3.26 K | -86.10% | 0.04% |
| CAPITAL ANALYSTS, LLC | 02/11/2026 | 91 | $3.00 K | 100.00% | 0.03% |
| ROYAL BANK OF CANADA | 02/17/2026 | 83 | $2.00 K | 100.00% | 0.03% |
| EVOLUTION WEALTH MANAGEMENT INC. | 02/10/2026 | 70 | $1.93 K | 100.00% | 0.02% |
| IFP ADVISORS, INC | 02/06/2026 | 58 | $1.60 K | 100.00% | 0.02% |
| UBS GROUP AG | 01/29/2026 | 42 | $1.16 K | 100.00% | 0.01% |
| PRINCIPAL SECURITIES, INC. | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
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PIMCO Commodity Strategy Active Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 69 institutional investors and hedge funds held shares of PIMCO Commodity Strategy Active Exchange-Traded Fund. The most heavily invested institutionals were:
Apollon Wealth Management, LLC: 1.72 M
FIDELITY D & D BANCORP INC: 270,012
Cambridge Investment Research Advisors, Inc.: 199,792
EXCHANGE TRADED CONCEPTS, LLC: 173,187
Apollon Financial, LLC: 135,356
Walkner Condon Financial Advisors LLC: 18,499
4,452.97% of PIMCO Commodity Strategy Active Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 13.90 M shares in the last 24 months. This purchase volume represents approximately $430.88 M in transactions.