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 | 05/11/2026 | 5.63 M | $181.54 M | -5.81% | 1,875.19% |
| ALLIANZ ASSET MANAGEMENT GMBH | 05/11/2026 | 2.98 M | $96.07 M | 0.00% | 992.38% |
| APOLLON WEALTH MANAGEMENT, LLC | 04/22/2026 | 1.72 M | $55.45 M | 11.49% | 572.82% |
| CWM, LLC | 05/14/2026 | 1.18 M | $38.02 M | 29.98% | 392.75% |
| FIRST NATIONAL ADVISERS, LLC | 05/08/2026 | 505.93 K | $16.33 M | 100.00% | 168.64% |
| LPL FINANCIAL LLC | 05/06/2026 | 306.98 K | $9.91 M | 54.52% | 102.33% |
| FIDELITY D & D BANCORP INC | 04/30/2026 | 270.01 K | $8.71 M | 18.35% | 90.00% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 199.79 K | $6.45 M | 17.12% | 66.60% |
| DAKOTA WEALTH MANAGEMENT | 05/07/2026 | 182.53 K | $5.89 M | 2.64% | 60.84% |
| EXCHANGE TRADED CONCEPTS, LLC | 04/15/2026 | 173.19 K | $5.59 M | -14.68% | 57.73% |
| APOLLON FINANCIAL, LLC | 04/22/2026 | 135.36 K | $4.37 M | 12.47% | 45.12% |
| HOLLENCREST CAPITAL MANAGEMENT | 05/07/2026 | 128.78 K | $4.16 M | 0.07% | 42.93% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 83.46 K | $2.69 M | 100.00% | 27.82% |
| CHOREO, LLC | 05/13/2026 | 48.60 K | $1.57 M | 0.00% | 16.20% |
| JPMORGAN CHASE & CO | 05/13/2026 | 26.02 K | $845.94 K | 8,690.88% | 8.67% |
| BARNES WEALTH MANAGEMENT GROUP, INC | 05/18/2026 | 18.89 K | $609.48 K | 4.36% | 6.30% |
| WALKNER CONDON FINANCIAL ADVISORS LLC | 04/28/2026 | 18.50 K | $596.96 K | 51.63% | 6.17% |
| KRILOGY FINANCIAL LLC | 04/17/2026 | 17.34 K | $571.49 K | 86.80% | 5.78% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 16.87 K | $544.44 K | 82.25% | 5.62% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 16.01 K | $516.54 K | -4.53% | 5.34% |
| BRINKER CAPITAL INVESTMENTS, LLC | 05/13/2026 | 14.39 K | $464.28 K | -46.11% | 4.80% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 14.00 K | $451.62 K | 27.73% | 4.67% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 13.48 K | $435.10 K | 100.00% | 4.49% |
| DAHRING | CUSMANO LLC | 05/05/2026 | 12.81 K | $413.51 K | 100.00% | 4.27% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 12.12 K | $391.02 K | 3.91% | 4.04% |
| ONYX BRIDGE WEALTH GROUP LLC | 04/22/2026 | 11.70 K | $377.53 K | 31.35% | 3.90% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 11.57 K | $373.39 K | 4.25% | 3.86% |
| MIRACLE MILE ADVISORS, LLC | 04/08/2026 | 11.07 K | $357.10 K | 100.00% | 3.69% |
| 05/15/2026 | 10.67 K | $344.34 K | 100.00% | 3.56% | |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 8.47 K | $273.28 K | -0.36% | 2.82% |
| OPUS CAPITAL GROUP, LLC | 04/30/2026 | 7.42 K | $239.00 K | 100.00% | 2.47% |
| FERGUSON SHAPIRO LLC | 04/23/2026 | 7.15 K | $230.73 K | 100.00% | 2.38% |
| SWF LLC | 05/14/2026 | 6.99 K | $225.66 K | 100.00% | 2.33% |
| LEGACY CAPITAL GROUP CALIFORNIA, INC. | 05/04/2026 | 6.72 K | $216.82 K | -19.19% | 2.24% |
| ARBOR INVESTMENT ADVISORS, LLC | 04/28/2026 | 6.54 K | $211.05 K | 100.00% | 2.18% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 5.39 K | $173.09 K | 125.50% | 1.80% |
| FIFTH THIRD BANCORP | 05/01/2026 | 2.22 K | $71.61 K | 100.00% | 0.74% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 05/11/2026 | 1.73 K | $55.86 K | 100.00% | 0.58% |
| 04/29/2026 | 1.72 K | $55.41 K | -50.59% | 0.57% | |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 1.66 K | $53.69 K | -92.72% | 0.55% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 1.42 K | $45.92 K | 0.00% | 0.47% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 05/08/2026 | 949 | $30.62 K | 100.00% | 0.32% |
| COMMUNITY BANK, N.A. | 05/12/2026 | 663 | $21.40 K | 100.00% | 0.22% |
| ELEVATED CAPITAL ADVISORS, LLC | 04/30/2026 | 481 | $15.51 K | -97.62% | 0.16% |
| MORGAN STANLEY | 05/15/2026 | 443 | $14.30 K | 66.54% | 0.15% |
| 05/08/2026 | 363 | $11.70 K | 100.00% | 0.12% | |
| MPWM ADVISORY SOLUTIONS, LLC | 05/13/2026 | 355 | $11.46 K | 0.00% | 0.12% |
| ROYAL BANK OF CANADA | 05/15/2026 | 324 | $10.00 K | 290.36% | 0.11% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 161 | $5.19 K | 36.44% | 0.05% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 135 | $4.36 K | 100.00% | 0.05% |
PIMCO Commodity Strategy Active Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 66 institutional investors and hedge funds held shares of PIMCO Commodity Strategy Active Exchange-Traded Fund. The most heavily invested institutionals were:
WELLS FARGO & COMPANY/MN: 5.63 M
Allianz Asset Management GmbH: 2.98 M
Apollon Wealth Management, LLC: 1.72 M
CWM, LLC: 1.18 M
First National Advisers, LLC: 505,934
LPL Financial LLC: 306,980
4,606.99% of PIMCO Commodity Strategy Active Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 14.06 M shares in the last 24 months. This purchase volume represents approximately $435.92 M in transactions.