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 | 02/13/2026 | 678.31 K | $64.32 M | -7.16% | 3.92% |
| ASSETMARK, INC | 01/23/2026 | 612.82 K | $58.11 M | -6.57% | 3.81% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 538.00 K | $51.01 M | 0.91% | 3.11% |
| MID-AMERICAN WEALTH ADVISORY GROUP, INC. | 01/23/2026 | 331.48 K | $31.43 M | 1.92% | 2.06% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 342.78 K | $32.50 M | 2.83% | 1.98% |
| LPL FINANCIAL LLC | 02/11/2026 | 335.11 K | $31.77 M | 6.03% | 1.94% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 02/13/2026 | 288.23 K | $27.33 M | 13.17% | 1.66% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 282.07 K | $26.75 M | -1.72% | 1.63% |
| FINANCIAL MANAGEMENT PROFESSIONALS, INC. | 01/27/2026 | 246.05 K | $23.48 M | 13.17% | 1.53% |
| CWM, LLC | 01/26/2026 | 248.94 K | $23.60 M | 6.57% | 1.44% |
| RMR WEALTH BUILDERS | 01/29/2026 | 188.86 K | $17.91 M | 8.07% | 1.17% |
| TD PRIVATE CLIENT WEALTH LLC | 02/05/2026 | 198.76 K | $18.85 M | 9.10% | 1.14% |
| ROYAL BANK OF CANADA | 02/17/2026 | 198.03 K | $18.78 M | 3.84% | 1.14% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 194.91 K | $18.48 M | 13.01% | 1.13% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 181.93 K | $17.25 M | 19.53% | 1.05% |
| CONDOR CAPITAL MANAGEMENT | 02/06/2026 | 166.40 K | $15.78 M | 4.61% | 0.96% |
| BLEAKLEY FINANCIAL GROUP, LLC | 02/09/2026 | 166.33 K | $15.77 M | -2.67% | 0.96% |
| CAPITAL MANAGEMENT ASSOCIATES, INC | 01/21/2026 | 147.72 K | $14.01 M | 5.73% | 0.92% |
| UBS GROUP AG | 01/29/2026 | 151.96 K | $14.41 M | -27.73% | 0.88% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 143.48 K | $13.61 M | -20.07% | 0.83% |
| CREATIVEONE WEALTH, LLC | 02/13/2026 | 137.43 K | $13.03 M | 22.62% | 0.79% |
| MAN GROUP PLC | 02/17/2026 | 129.09 K | $12.24 M | 9.19% | 0.74% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 119.88 K | $11.37 M | 2.33% | 0.69% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 105.37 K | $9.99 M | 116.21% | 0.61% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 102.77 K | $9.74 M | 27.64% | 0.59% |
| ALLIANZ ASSET MANAGEMENT GMBH | 02/11/2026 | 95.70 K | $9.07 M | 1.89% | 0.55% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 81.81 K | $7.76 M | 14.06% | 0.47% |
| STRATEGIC ADVOCATES LLC | 02/11/2026 | 76.10 K | $7.27 M | 31.68% | 0.44% |
| TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | 02/05/2026 | 64.93 K | $6.16 M | 5.54% | 0.37% |
| EXENCIAL WEALTH ADVISORS, LLC | 01/30/2026 | 59.94 K | $5.68 M | -3.06% | 0.37% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 59.71 K | $5.66 M | 8.99% | 0.34% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 56.38 K | $5.35 M | 72.70% | 0.33% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 50.61 K | $4.80 M | -59.40% | 0.29% |
| SEAMOUNT FINANCIAL GROUP INC | 01/26/2026 | 44.80 K | $4.25 M | 3.05% | 0.28% |
| BHK INVESTMENT ADVISORS, LLC | 02/03/2026 | 43.65 K | $4.14 M | 4.30% | 0.27% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 42.92 K | $4.07 M | -21.95% | 0.25% |
| HUNTINGTON NATIONAL BANK | 02/09/2026 | 40.26 K | $3.82 M | -0.15% | 0.23% |
| FINANCIAL & TAX ARCHITECTS, LLC | 01/21/2026 | 36.69 K | $3.48 M | 1.86% | 0.23% |
| SYNERGY ASSET MANAGEMENT, LLC | 01/13/2026 | 35.74 K | $3.39 M | 100.00% | 0.22% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 32.04 K | $3.04 M | 7.98% | 0.20% |
| GLASS JACOBSON INVESTMENT ADVISORS LLC | 01/22/2026 | 31.88 K | $3.02 M | -2.75% | 0.20% |
| NFP RETIREMENT, INC. | 02/18/2026 | 32.26 K | $3.06 M | -5.30% | 0.19% |
| FRIEDENTHAL FINANCIAL | 01/27/2026 | 28.32 K | $2.68 M | 7.01% | 0.18% |
| WESBANCO BANK INC | 02/03/2026 | 30.20 K | $2.86 M | 24.98% | 0.17% |
| VALMARK ADVISERS, INC. | 01/26/2026 | 27.09 K | $2.57 M | 0.81% | 0.17% |
| ASPEN INVESTMENT MANAGEMENT INC | 02/06/2026 | 28.13 K | $2.67 M | 0.01% | 0.16% |
| PRECISION WEALTH STRATEGIES, LLC | 01/30/2026 | 26.10 K | $2.47 M | 3.91% | 0.16% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 28.05 K | $2.66 M | -8.56% | 0.16% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 26.67 K | $2.53 M | 10.06% | 0.15% |
| CIBC PRIVATE WEALTH GROUP, LLC | 02/12/2026 | 26.30 K | $2.49 M | 98.78% | 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, 377 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:
ENVESTNET ASSET MANAGEMENT INC: 583,751
Mid-American Wealth Advisory Group, Inc.: 331,479
TD PRIVATE CLIENT WEALTH LLC: 227,398
RMR Wealth Builders: 204,908
Bleakley Financial Group, LLC: 194,862
COMMONWEALTH EQUITY SERVICES, LLC: 166,462
51.21% 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 10.37 M shares in the last 24 months. This purchase volume represents approximately $971.01 M in transactions.