PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALLIANZ SE | 08/10/2026 | 249.00 K | $24.64 M | 0.00% | 11.64% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 211.78 K | $20.95 M | 4.97% | 9.90% |
| MORGAN STANLEY | 08/13/2026 | 117.04 K | $11.58 M | -4.23% | 5.47% |
| MILESTONE INVESTMENT ADVISORS LLC | 08/14/2026 | 96.93 K | $9.59 M | -0.19% | 4.53% |
| LPL FINANCIAL LLC | 08/07/2026 | 63.79 K | $6.31 M | 16.03% | 2.98% |
| WCG WEALTH ADVISORS LLC | 08/14/2026 | 53.66 K | $5.31 M | -33.90% | 2.51% |
| DESTINATION WEALTH MANAGEMENT | 08/14/2026 | 50.50 K | $5.00 M | 4.89% | 2.36% |
| VSM WEALTH ADVISORY, LLC | 07/23/2026 | 50.49 K | $5.09 M | 100.00% | 2.36% |
| LAUREL WEALTH PLANNING LLC | 07/30/2026 | 44.76 K | $4.43 M | 0.03% | 2.09% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 43.97 K | $4.34 M | 2.03% | 2.05% |
| UBS GROUP AG | 08/13/2026 | 40.25 K | $3.98 M | 1.37% | 1.88% |
| STEWARDSHIP ADVISORS, LLC | 07/20/2026 | 37.70 K | $3.73 M | -27.70% | 1.76% |
| CERITY PARTNERS LLC | 08/14/2026 | 34.75 K | $3.44 M | -1.66% | 1.62% |
| CITADEL ADVISORS LLC | 09/02/2026 | 26.27 K | $2.60 M | 3.34% | 1.23% |
| CLEAR POINT ADVISORS INC. | 07/29/2026 | 25.52 K | $2.57 M | 100.00% | 1.19% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 24.54 K | $2.43 M | -33.24% | 1.15% |
| JANE STREET GROUP, LLC | 08/14/2026 | 21.82 K | $2.16 M | 100.00% | 1.02% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 19.97 K | $1.98 M | 182.36% | 0.93% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 17.43 K | $1.72 M | 32.68% | 0.81% |
| WALKNER CONDON FINANCIAL ADVISORS LLC | 07/27/2026 | 16.79 K | $1.66 M | 0.53% | 0.78% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 13.83 K | $1.37 M | 100.00% | 0.65% |
| ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 07/29/2026 | 13.29 K | $1.32 M | -11.27% | 0.62% |
| PHOENIX WEALTH ADVISORS | 08/03/2026 | 12.65 K | $1.25 M | -8.10% | 0.59% |
| EP WEALTH ADVISORS, LLC | 08/12/2026 | 12.52 K | $1.24 M | 194.03% | 0.58% |
| SAX WEALTH ADVISORS, LLC | 07/09/2026 | 11.66 K | $1.15 M | 1.59% | 0.54% |
| LGT GROUP FOUNDATION | 08/10/2026 | 11.22 K | $1.11 M | 0.56% | 0.52% |
| MODERA WEALTH MANAGEMENT, LLC | 08/03/2026 | 10.51 K | $1.04 M | -1.21% | 0.49% |
| ATLANTA CONSULTING GROUP ADVISORS, LLC | 08/14/2026 | 10.19 K | $1.01 M | 100.00% | 0.48% |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 07/21/2026 | 9.65 K | $954.54 K | 5.33% | 0.45% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 9.43 K | $932.71 K | 138.66% | 0.44% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 07/29/2026 | 8.83 K | $873.56 K | 0.93% | 0.41% |
| CAPITAL ADVANTAGE, INC. | 07/13/2026 | 8.75 K | $865.56 K | -0.11% | 0.41% |
| CRESSET ASSET MANAGEMENT, LLC | 08/14/2026 | 8.36 K | $827.52 K | 0.00% | 0.39% |
| MASON & ASSOCIATES INC | 07/23/2026 | 7.48 K | $739.96 K | -42.20% | 0.35% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 7.13 K | $704.94 K | 9.08% | 0.33% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 6.77 K | $669.32 K | 446.45% | 0.32% |
| LEXAURUM ADVISORS, LLC | 07/15/2026 | 6.67 K | $660.12 K | 100.00% | 0.31% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 6.55 K | $648.05 K | -0.79% | 0.31% |
| ROYAL BANK OF CANADA | 08/14/2026 | 6.54 K | $647.00 K | 3.38% | 0.31% |
| JPMORGAN CHASE & CO | 08/12/2026 | 6.17 K | $610.78 K | 1,224.89% | 0.29% |
| MEZZASALMA ADVISORS, LLC | 08/10/2026 | 5.90 K | $583.93 K | 3.65% | 0.28% |
| KOENIG INVESTMENT ADVISORY, LLC | 07/16/2026 | 5.60 K | $553.73 K | -0.60% | 0.26% |
| MUTUAL ADVISORS, LLC | 08/14/2026 | 5.11 K | $505.48 K | 44.98% | 0.24% |
| AMARA FINANCIAL, LLC. | 08/07/2026 | 4.92 K | $486.61 K | -23.99% | 0.23% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 4.76 K | $471.00 K | -1.94% | 0.22% |
| FLOW TRADERS U.S. LLC | 08/14/2026 | 3.97 K | $393.00 K | 100.00% | 0.19% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 3.92 K | $387.74 K | 100.00% | 0.18% |
| ROUND ROCK ADVISORS, LLC | 08/12/2026 | 3.76 K | $372.31 K | 0.00% | 0.18% |
| BOND & DEVICK FINANCIAL NETWORK, INC. | 07/16/2026 | 3.73 K | $369.24 K | 0.00% | 0.17% |
| COREPATH WEALTH PARTNERS LLC | 07/09/2026 | 3.65 K | $359.90 K | -1.49% | 0.17% |
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PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 114 institutional investors and hedge funds held shares of PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund. The most heavily invested institutionals were:
ALLIANZ SE: 249,000
PFG Investments, LLC: 211,780
MORGAN STANLEY: 117,039
Milestone Investment Advisors LLC: 96,932
LPL Financial LLC: 63,794
WCG Wealth Advisors LLC: 53,660
71.77% of PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.01 M shares in the last 24 months. This purchase volume represents approximately $198.77 M in transactions.