PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 698.69 K | $65.17 M | 3.00% | 4.08% |
| ASSETMARK, INC | 05/06/2026 | 613.51 K | $57.22 M | 0.11% | 3.58% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 583.75 K | $54.45 M | 8.50% | 3.41% |
| CWM, LLC | 05/14/2026 | 402.98 K | $37.59 M | 61.88% | 2.35% |
| LPL FINANCIAL LLC | 05/06/2026 | 365.97 K | $34.13 M | 9.21% | 2.14% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 05/08/2026 | 354.53 K | $33.07 M | 23.00% | 2.07% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 346.63 K | $32.33 M | 1.12% | 2.03% |
| MID-AMERICAN WEALTH ADVISORY GROUP, INC. | 04/23/2026 | 331.48 K | $31.43 M | 0.00% | 1.94% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 282.67 K | $26.36 M | 0.21% | 1.65% |
| TD PRIVATE CLIENT WEALTH LLC | 04/27/2026 | 227.40 K | $21.21 M | 14.41% | 1.33% |
| ROYAL BANK OF CANADA | 05/15/2026 | 205.08 K | $19.13 M | 3.56% | 1.20% |
| RMR WEALTH BUILDERS | 04/22/2026 | 204.91 K | $19.11 M | 8.50% | 1.20% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 201.88 K | $18.83 M | 10.97% | 1.18% |
| BLEAKLEY FINANCIAL GROUP, LLC | 05/04/2026 | 194.86 K | $18.17 M | 17.16% | 1.14% |
| CONDOR CAPITAL MANAGEMENT | 05/11/2026 | 172.79 K | $16.12 M | 3.84% | 1.01% |
| CREATIVEONE WEALTH, LLC | 05/15/2026 | 167.25 K | $15.60 M | 21.70% | 0.98% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 166.46 K | $15.53 M | 38.86% | 0.97% |
| CAPITAL MANAGEMENT ASSOCIATES, INC | 04/23/2026 | 162.05 K | $15.11 M | 9.71% | 0.95% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 149.06 K | $13.90 M | -23.52% | 0.87% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 142.35 K | $13.28 M | 38.52% | 0.83% |
| UBS GROUP AG | 05/05/2026 | 141.62 K | $13.21 M | -6.80% | 0.83% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 128.51 K | $11.99 M | -10.43% | 0.75% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 110.36 K | $10.29 M | 4.74% | 0.64% |
| ALLIANZ ASSET MANAGEMENT GMBH | 05/11/2026 | 97.78 K | $9.12 M | 2.17% | 0.57% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 94.19 K | $8.79 M | 15.13% | 0.55% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 90.62 K | $8.38 M | 60.74% | 0.53% |
| MAN GROUP PLC | 05/15/2026 | 84.63 K | $7.89 M | -34.44% | 0.49% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 74.15 K | $6.92 M | 72.77% | 0.43% |
| ONE CAPITAL MANAGEMENT, LLC | 05/13/2026 | 73.21 K | $6.83 M | 100.00% | 0.43% |
| EXENCIAL WEALTH ADVISORS, LLC | 04/28/2026 | 64.35 K | $6.00 M | 7.37% | 0.38% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 62.73 K | $5.85 M | 5.06% | 0.37% |
| WESBANCO BANK INC | 04/21/2026 | 47.04 K | $4.39 M | 55.75% | 0.27% |
| SEAMOUNT FINANCIAL GROUP INC | 04/24/2026 | 47.02 K | $4.39 M | 4.94% | 0.27% |
| 05/15/2026 | 46.76 K | $4.36 M | 100.00% | 0.27% | |
| BHK INVESTMENT ADVISORS, LLC | 04/29/2026 | 42.90 K | $4.00 M | -1.72% | 0.25% |
| HUNTINGTON NATIONAL BANK | 05/15/2026 | 42.04 K | $3.92 M | 4.44% | 0.25% |
| FINANCIAL & TAX ARCHITECTS, LLC | 04/23/2026 | 39.53 K | $3.69 M | 7.74% | 0.23% |
| STOKES CAPITAL ADVISORS, LLC | 04/24/2026 | 37.99 K | $3.54 M | 249.02% | 0.22% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 35.36 K | $3.30 M | 590.86% | 0.21% |
| NFP RETIREMENT, INC. | 05/13/2026 | 32.02 K | $2.99 M | -0.74% | 0.19% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 31.55 K | $2.94 M | 12.48% | 0.18% |
| GLASS JACOBSON INVESTMENT ADVISORS LLC | 04/23/2026 | 30.55 K | $2.85 M | -4.18% | 0.18% |
| NEWSQUARE CAPITAL LLC | 05/08/2026 | 30.05 K | $2.80 M | 21.21% | 0.18% |
| MUTUAL ADVISORS, LLC | 05/04/2026 | 30.04 K | $2.80 M | 100.00% | 0.18% |
| VALMARK ADVISERS, INC. | 05/01/2026 | 30.01 K | $2.80 M | 10.81% | 0.18% |
| FRIEDENTHAL FINANCIAL | 04/20/2026 | 29.52 K | $2.75 M | 4.27% | 0.17% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 29.04 K | $2.71 M | -9.34% | 0.17% |
| ASPEN INVESTMENT MANAGEMENT INC | 04/15/2026 | 28.15 K | $2.63 M | 0.07% | 0.16% |
| ADVISORS PREFERRED, LLC | 05/05/2026 | 26.99 K | $2.52 M | 100.00% | 0.16% |
| PRECISION WEALTH STRATEGIES, LLC | 05/06/2026 | 26.52 K | $2.47 M | 1.61% | 0.15% |
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PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 360 institutional investors and hedge funds held shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 698,692
ASSETMARK, INC: 613,506
ENVESTNET ASSET MANAGEMENT INC: 583,751
CWM, LLC: 402,979
LPL Financial LLC: 365,969
Resources Investment Advisors, LLC.: 354,526
50.80% of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 10.70 M shares in the last 24 months. This purchase volume represents approximately $1.00 B in transactions.