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 | 05/11/2026 | 249.00 K | $24.63 M | 0.00% | 11.89% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 201.75 K | $19.96 M | 2.02% | 9.64% |
| MORGAN STANLEY | 05/15/2026 | 122.21 K | $12.09 M | -9.83% | 5.84% |
| MILESTONE INVESTMENT ADVISORS LLC | 05/05/2026 | 97.12 K | $9.61 M | 1.39% | 4.64% |
| WCG WEALTH ADVISORS LLC | 05/12/2026 | 81.18 K | $8.03 M | -1.47% | 3.88% |
| LPL FINANCIAL LLC | 05/06/2026 | 54.98 K | $5.44 M | 28.51% | 2.63% |
| STEWARDSHIP ADVISORS, LLC | 04/17/2026 | 52.15 K | $5.16 M | 60.70% | 2.49% |
| DESTINATION WEALTH MANAGEMENT | 05/15/2026 | 48.15 K | $4.76 M | 1.36% | 2.30% |
| LAUREL WEALTH PLANNING LLC | 04/23/2026 | 44.74 K | $4.43 M | 0.98% | 2.14% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 43.10 K | $4.25 M | -35.67% | 2.06% |
| UBS GROUP AG | 05/05/2026 | 39.70 K | $3.93 M | -0.35% | 1.90% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 36.76 K | $3.64 M | 50.31% | 1.76% |
| CERITY PARTNERS LLC | 05/15/2026 | 35.33 K | $3.50 M | -2.75% | 1.69% |
| CITADEL ADVISORS LLC | 05/15/2026 | 25.42 K | $2.51 M | 335.41% | 1.21% |
| WALKNER CONDON FINANCIAL ADVISORS LLC | 04/28/2026 | 16.71 K | $1.65 M | 5.89% | 0.80% |
| FIRST AFFIRMATIVE FINANCIAL NETWORK | 05/11/2026 | 16.26 K | $1.61 M | 100.00% | 0.78% |
| ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 04/28/2026 | 14.98 K | $1.48 M | 11.81% | 0.72% |
| PHOENIX WEALTH ADVISORS | 04/22/2026 | 13.76 K | $1.36 M | -5.79% | 0.66% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 13.14 K | $1.30 M | 44.22% | 0.63% |
| MASON & ASSOCIATES INC | 04/30/2026 | 12.94 K | $1.28 M | -2.19% | 0.62% |
| SAX WEALTH ADVISORS, LLC | 04/08/2026 | 11.48 K | $1.13 M | 0.00% | 0.55% |
| LGT GROUP FOUNDATION | 04/28/2026 | 11.15 K | $1.10 M | 0.00% | 0.53% |
| MODERA WEALTH MANAGEMENT, LLC | 05/06/2026 | 10.64 K | $1.05 M | 0.00% | 0.51% |
| 04/21/2026 | 9.16 K | $906.20 K | 9.83% | 0.44% | |
| CAPITAL ADVANTAGE, INC. | 04/13/2026 | 8.76 K | $866.43 K | 2.22% | 0.42% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 05/11/2026 | 8.75 K | $865.35 K | 0.93% | 0.42% |
| CRESSET ASSET MANAGEMENT, LLC | 05/15/2026 | 8.36 K | $827.41 K | 100.00% | 0.40% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 7.07 K | $699.87 K | -66.87% | 0.34% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 6.60 K | $653.10 K | 79.60% | 0.32% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 6.53 K | $646.18 K | 74.09% | 0.31% |
| AMARA FINANCIAL, LLC. | 05/07/2026 | 6.47 K | $640.04 K | -6.85% | 0.31% |
| ROYAL BANK OF CANADA | 05/15/2026 | 6.33 K | $626.00 K | 4.15% | 0.30% |
| WEALTHSHIELD PARTNERS, LLC | 05/01/2026 | 5.98 K | $591.37 K | 3.37% | 0.29% |
| MEZZASALMA ADVISORS, LLC | 04/17/2026 | 5.69 K | $563.28 K | -1.74% | 0.27% |
| 04/16/2026 | 5.63 K | $557.04 K | -0.05% | 0.27% | |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 4.86 K | $480.00 K | 0.00% | 0.23% |
| EP WEALTH ADVISORS, LLC | 05/14/2026 | 4.26 K | $421.14 K | 100.00% | 0.20% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 3.95 K | $390.75 K | -0.03% | 0.19% |
| CWM, LLC | 05/14/2026 | 3.84 K | $380.27 K | -79.53% | 0.18% |
| ROUND ROCK ADVISORS, LLC | 05/15/2026 | 3.76 K | $372.26 K | -1.05% | 0.18% |
| BOND & DEVICK FINANCIAL NETWORK, INC. | 04/08/2026 | 3.73 K | $369.19 K | 0.00% | 0.18% |
| COREPATH WEALTH PARTNERS LLC | 04/10/2026 | 3.70 K | $365.71 K | 6.59% | 0.18% |
| NATURAL INVESTMENTS, LLC | 05/01/2026 | 3.61 K | $357.00 K | -3.01% | 0.17% |
| CREATIVE PLANNING | 05/12/2026 | 3.57 K | $352.77 K | 0.00% | 0.17% |
| MUTUAL ADVISORS, LLC | 05/04/2026 | 3.52 K | $348.61 K | 53.35% | 0.17% |
| BRINKER CAPITAL INVESTMENTS, LLC | 05/13/2026 | 3.50 K | $346.04 K | -68.35% | 0.17% |
| FIRST HEARTLAND CONSULTANTS, INC. | 04/08/2026 | 2.96 K | $292.95 K | 0.58% | 0.14% |
| FINANCIAL INSIGHTS, INC. | 05/19/2026 | 2.72 K | $268.58 K | -3.59% | 0.13% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 04/08/2026 | 2.65 K | $261.95 K | 4.09% | 0.13% |
| FRAGASSO GROUP INC. | 04/07/2026 | 2.57 K | $253.83 K | 9.73% | 0.12% |
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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:
ALLIANZ SE: 249,000
PFG Investments, LLC: 201,752
MORGAN STANLEY: 122,214
Milestone Investment Advisors LLC: 97,116
WCG Wealth Advisors LLC: 81,178
LPL Financial LLC: 54,983
67.63% of PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.86 M shares in the last 24 months. This purchase volume represents approximately $183.78 M in transactions.