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 | 02/13/2026 | 249.00 K | $24.55 M | 100.00% | 11.61% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 197.77 K | $19.49 M | -6.94% | 9.25% |
| MORGAN STANLEY | 02/13/2026 | 135.54 K | $13.36 M | 17.34% | 6.33% |
| MILESTONE INVESTMENT ADVISORS LLC | 02/11/2026 | 95.78 K | $9.44 M | -13.46% | 4.47% |
| WCG WEALTH ADVISORS LLC | 02/10/2026 | 82.39 K | $8.12 M | 249.69% | 3.84% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 67.00 K | $6.61 M | 6.44% | 3.13% |
| CLARITY ASSET MANAGEMENT, INC. | 02/13/2026 | 61.06 K | $6.02 M | 2.85% | 2.85% |
| DESTINATION WEALTH MANAGEMENT | 02/13/2026 | 47.50 K | $4.68 M | 6.27% | 2.22% |
| LAUREL WEALTH PLANNING LLC | 01/23/2026 | 44.31 K | $4.37 M | 6.31% | 2.07% |
| LPL FINANCIAL LLC | 02/11/2026 | 42.78 K | $4.22 M | 14.00% | 2.00% |
| UBS GROUP AG | 01/29/2026 | 39.84 K | $3.93 M | 0.42% | 1.86% |
| CERITY PARTNERS LLC | 02/11/2026 | 36.33 K | $3.58 M | -1.36% | 1.69% |
| STEWARDSHIP ADVISORS, LLC | 01/15/2026 | 32.45 K | $3.20 M | -24.45% | 1.52% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 24.46 K | $2.41 M | 0.64% | 1.14% |
| JANE STREET GROUP, LLC | 02/12/2026 | 21.45 K | $2.11 M | 100.00% | 1.00% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 21.36 K | $2.11 M | -1.95% | 1.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 20.31 K | $1.94 M | 100.00% | 0.95% |
| CWM, LLC | 01/26/2026 | 18.78 K | $1.85 M | 16.79% | 0.88% |
| WALKNER CONDON FINANCIAL ADVISORS LLC | 01/21/2026 | 15.78 K | $1.56 M | 2.22% | 0.74% |
| PHOENIX WEALTH ADVISORS | 01/22/2026 | 14.61 K | $1.44 M | -9.93% | 0.68% |
| ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 02/02/2026 | 13.40 K | $1.33 M | -20.98% | 0.63% |
| MASON & ASSOCIATES INC | 02/05/2026 | 13.23 K | $1.30 M | 100.00% | 0.62% |
| SAX WEALTH ADVISORS, LLC | 01/12/2026 | 11.48 K | $1.13 M | 0.30% | 0.54% |
| LGT GROUP FOUNDATION | 02/05/2026 | 11.15 K | $1.10 M | 0.77% | 0.52% |
| BRINKER CAPITAL INVESTMENTS, LLC | 02/12/2026 | 11.05 K | $1.09 M | 2.00% | 0.52% |
| MODERA WEALTH MANAGEMENT, LLC | 01/21/2026 | 10.64 K | $1.05 M | -2.06% | 0.50% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 9.11 K | $897.90 K | 0.98% | 0.43% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 01/29/2026 | 8.67 K | $857.07 K | 1.05% | 0.41% |
| CAPITAL ADVANTAGE, INC. | 01/07/2026 | 8.57 K | $844.64 K | 21.07% | 0.40% |
| 02/12/2026 | 8.34 K | $822.07 K | 100.00% | 0.39% | |
| AMARA FINANCIAL, LLC. | 02/03/2026 | 6.95 K | $684.72 K | 0.55% | 0.32% |
| ROYAL BANK OF CANADA | 02/17/2026 | 6.08 K | $599.00 K | 0.33% | 0.28% |
| CITADEL ADVISORS LLC | 02/17/2026 | 5.84 K | $575.48 K | 100.00% | 0.27% |
| MEZZASALMA ADVISORS, LLC | 01/21/2026 | 5.80 K | $571.56 K | 68.95% | 0.27% |
| WEALTHSHIELD PARTNERS, LLC | 02/03/2026 | 5.78 K | $570.06 K | 7.55% | 0.27% |
| 03/03/2026 | 5.63 K | $557.48 K | 100.00% | 0.26% | |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 4.86 K | $479.00 K | -3.84% | 0.23% |
| LONGVIEW ASSET MANAGEMENT LLC | 02/09/2026 | 3.96 K | $390.65 K | 100.00% | 0.18% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 3.95 K | $389.47 K | 0.53% | 0.18% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 3.92 K | $386.32 K | 0.00% | 0.18% |
| ROUND ROCK ADVISORS, LLC | 04/07/2026 | 3.80 K | $374.88 K | 0.00% | 0.18% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 3.75 K | $369.85 K | 12.61% | 0.18% |
| BOND & DEVICK FINANCIAL NETWORK, INC. | 01/14/2026 | 3.73 K | $367.88 K | 100.00% | 0.17% |
| NATURAL INVESTMENTS, LLC | 01/23/2026 | 3.72 K | $367.00 K | 100.00% | 0.17% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 3.68 K | $362.36 K | -0.08% | 0.17% |
| CREATIVE PLANNING | 02/17/2026 | 3.57 K | $351.52 K | 0.00% | 0.17% |
| COREPATH WEALTH PARTNERS LLC | 01/15/2026 | 3.47 K | $342.79 K | 1.19% | 0.16% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/05/2026 | 3.45 K | $1.13 M | 1,626.50% | 0.16% |
| LIVE OAK INVESTMENT PARTNERS | 01/29/2026 | 3.44 K | $339.30 K | 31.37% | 0.16% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 3.13 K | $308.39 K | -9.54% | 0.15% |
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PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 101 institutional investors and hedge funds held shares of PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund. The most heavily invested institutionals were:
PFG Investments, LLC: 201,752
Milestone Investment Advisors LLC: 97,116
Stewardship Advisors, LLC: 52,147
Laurel Wealth Planning LLC: 44,744
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 43,099
UBS Group AG: 39,703
70.00% of PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.05 M shares in the last 24 months. This purchase volume represents approximately $202.59 M in transactions.