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 | 08/13/2026 | 722.78 K | $67.59 M | 3.45% | 3.97% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 592.48 K | $55.41 M | 1.50% | 3.26% |
| ASSETMARK, INC | 07/30/2026 | 531.70 K | $49.72 M | -13.33% | 2.92% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 08/07/2026 | 380.04 K | $35.54 M | 7.20% | 2.09% |
| LPL FINANCIAL LLC | 08/07/2026 | 371.07 K | $34.70 M | 1.39% | 2.04% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 357.26 K | $33.41 M | 3.07% | 1.96% |
| ALPINE BANK WEALTH MANAGEMENT | 08/07/2026 | 346.43 K | $32.40 M | 100.00% | 1.90% |
| MID-AMERICAN WEALTH ADVISORY GROUP, INC. | 07/16/2026 | 314.58 K | $29.42 M | -5.10% | 1.73% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 291.69 K | $27.28 M | 3.19% | 1.60% |
| TD PRIVATE CLIENT WEALTH LLC | 08/04/2026 | 243.73 K | $22.79 M | 7.18% | 1.34% |
| RMR WEALTH BUILDERS | 07/24/2026 | 227.96 K | $21.32 M | 11.25% | 1.25% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 218.63 K | $20.45 M | 8.30% | 1.20% |
| ROYAL BANK OF CANADA | 08/14/2026 | 217.02 K | $20.30 M | 5.83% | 1.19% |
| BLEAKLEY FINANCIAL GROUP, LLC | 08/05/2026 | 185.11 K | $17.31 M | -5.01% | 1.02% |
| CONDOR CAPITAL MANAGEMENT | 08/12/2026 | 178.39 K | $16.68 M | 3.24% | 0.98% |
| CREATIVEONE WEALTH, LLC | 08/13/2026 | 176.78 K | $16.53 M | 5.70% | 0.97% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 175.43 K | $16.41 M | 5.39% | 0.96% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 162.25 K | $15.17 M | 8.85% | 0.89% |
| CAPITAL MANAGEMENT ASSOCIATES, INC | 07/22/2026 | 156.85 K | $14.67 M | -3.21% | 0.86% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 151.17 K | $14.14 M | 6.19% | 0.83% |
| MAN GROUP PLC | 08/14/2026 | 139.72 K | $13.07 M | 65.09% | 0.77% |
| UBS GROUP AG | 08/13/2026 | 138.97 K | $13.00 M | -1.87% | 0.76% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 131.56 K | $12.30 M | 541.59% | 0.72% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 122.29 K | $11.44 M | -4.83% | 0.67% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 114.76 K | $10.73 M | 3.99% | 0.63% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 113.64 K | $10.62 M | 25.41% | 0.62% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 99.49 K | $9.30 M | 34.17% | 0.55% |
| ALLIANZ ASSET MANAGEMENT GMBH | 09/02/2026 | 99.12 K | $9.27 M | 1.37% | 0.54% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 88.62 K | $8.29 M | 100.00% | 0.49% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 80.21 K | $7.50 M | -14.84% | 0.44% |
| ONE CAPITAL MANAGEMENT, LLC | 08/13/2026 | 73.21 K | $6.83 M | 0.00% | 0.40% |
| COLONY GROUP, LLC | 08/12/2026 | 69.39 K | $6.49 M | 100.00% | 0.38% |
| SAVANT CAPITAL, LLC | 08/10/2026 | 65.66 K | $6.09 M | 100.00% | 0.36% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 62.41 K | $5.84 M | -0.51% | 0.34% |
| BRIGHTON JONES LLC | 08/11/2026 | 55.39 K | $5.18 M | 100.00% | 0.30% |
| WESBANCO BANK INC | 07/28/2026 | 52.37 K | $4.90 M | 11.33% | 0.29% |
| SEAMOUNT FINANCIAL GROUP INC | 07/24/2026 | 48.60 K | $4.54 M | 3.36% | 0.27% |
| LARCH CAPITAL PARTNERS LLC | 08/17/2026 | 48.27 K | $4.51 M | 3.23% | 0.27% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 07/09/2026 | 47.93 K | $4.48 M | 82.99% | 0.26% |
| FINANCIAL & TAX ARCHITECTS, LLC | 07/23/2026 | 43.81 K | $4.10 M | 10.82% | 0.24% |
| BHK INVESTMENT ADVISORS, LLC | 07/28/2026 | 43.40 K | $4.06 M | 1.17% | 0.24% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 42.21 K | $3.95 M | 19.38% | 0.23% |
| HUNTINGTON NATIONAL BANK | 08/13/2026 | 38.76 K | $3.62 M | -7.81% | 0.21% |
| STOKES CAPITAL ADVISORS, LLC | 07/22/2026 | 38.28 K | $3.58 M | 0.76% | 0.21% |
| NEWSQUARE CAPITAL LLC | 07/28/2026 | 37.47 K | $3.50 M | 24.68% | 0.21% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 35.04 K | $3.28 M | 11.06% | 0.19% |
| MUTUAL ADVISORS, LLC | 08/14/2026 | 32.41 K | $3.03 M | 7.91% | 0.18% |
| NFP RETIREMENT, INC. | 08/12/2026 | 32.06 K | $3.00 M | 0.13% | 0.18% |
| GLASS JACOBSON INVESTMENT ADVISORS LLC | 07/30/2026 | 32.04 K | $3.00 M | 4.90% | 0.18% |
| FRIEDENTHAL FINANCIAL | 07/13/2026 | 31.73 K | $2.97 M | 7.47% | 0.17% |
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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, 402 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: 722,783
ENVESTNET ASSET MANAGEMENT INC: 592,483
ASSETMARK, INC: 531,701
Resources Investment Advisors, LLC.: 380,042
LPL Financial LLC: 371,068
PNC FINANCIAL SERVICES GROUP, INC.: 357,262
51.04% 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 11.90 M shares in the last 24 months. This purchase volume represents approximately $1.11 B in transactions.