PIMCO Enhanced Low Duration Active Exchange-Traded Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FMR LLC | 02/17/2026 | 1.82 M | $174.76 M | 100.00% | 17.23% |
| CWM, LLC | 01/26/2026 | 939.93 K | $90.18 M | 1.74% | 8.89% |
| ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 02/11/2026 | 911.90 K | $87.49 M | 2.28% | 8.63% |
| LPL FINANCIAL LLC | 02/11/2026 | 597.09 K | $57.29 M | 38.61% | 5.65% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 543.80 K | $52.18 M | -7.56% | 5.14% |
| TD CAPITAL MANAGEMENT LLC | 02/26/2026 | 431.36 K | $41.39 M | 0.83% | 4.08% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 408.33 K | $39.18 M | 6.37% | 3.86% |
| MORGAN STANLEY | 02/13/2026 | 337.44 K | $32.38 M | 3.55% | 3.19% |
| JPMORGAN CHASE & CO | 02/11/2026 | 278.51 K | $26.72 M | 3.78% | 2.63% |
| KELLY FINANCIAL GROUP LLC | 01/23/2026 | 274.82 K | $26.46 M | 3.06% | 2.60% |
| O'CONNOR FINANCIAL GROUP LLC | 01/26/2026 | 231.41 K | $22.24 M | 5.28% | 2.19% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 192.74 K | $18.51 M | 2.13% | 1.82% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 191.44 K | $18.37 M | -12.13% | 1.81% |
| BEACON CAPITAL MANAGEMENT, INC. | 02/12/2026 | 178.04 K | $17.08 M | -30.27% | 1.68% |
| ROYAL BANK OF CANADA | 02/17/2026 | 156.50 K | $15.02 M | 76.75% | 1.48% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 139.72 K | $13.40 M | 1.33% | 1.32% |
| UBS GROUP AG | 01/29/2026 | 119.58 K | $11.47 M | -39.04% | 1.13% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 02/13/2026 | 117.36 K | $11.26 M | -19.52% | 1.11% |
| GATEWAY WEALTH PARTNERS, LLC | 02/11/2026 | 79.73 K | $7.65 M | 0.52% | 0.75% |
| VISIONARY WEALTH ADVISORS | 02/13/2026 | 68.46 K | $6.57 M | 252.72% | 0.65% |
| HOWLAND CAPITAL MANAGEMENT LLC | 02/13/2026 | 67.97 K | $6.54 M | -6.09% | 0.64% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 01/09/2026 | 67.85 K | $6.51 M | -31.82% | 0.64% |
| CARSONALLARIA WEALTH MANAGEMENT, LTD. | 01/22/2026 | 62.65 K | $6.01 M | 13.54% | 0.59% |
| VALLEY NATIONAL ADVISERS INC | 01/23/2026 | 59.73 K | $5.73 M | 15.74% | 0.57% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 55.59 K | $5.33 M | -17.33% | 0.53% |
| ATRIA INVESTMENTS, INC | 02/05/2026 | 55.35 K | $5.31 M | -1.35% | 0.52% |
| BECKERMAN INSTITUTIONAL, LLC | 02/10/2026 | 54.92 K | $5.27 M | -18.63% | 0.52% |
| ESSEX FINANCIAL SERVICES, INC. | 02/10/2026 | 49.11 K | $4.71 M | 9.69% | 0.46% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 47.65 K | $4.57 M | 5.90% | 0.45% |
| LEGACY CAPITAL GROUP CALIFORNIA, INC. | 01/28/2026 | 45.67 K | $4.38 M | -2.79% | 0.43% |
| TREASURE COAST FINANCIAL PLANNING | 01/22/2026 | 44.95 K | $4.31 M | 7.81% | 0.43% |
| SKYOAK WEALTH, LLC | 02/05/2026 | 43.06 K | $4.13 M | 4.45% | 0.41% |
| AIFG CONSULTANTS LTD. | 02/04/2026 | 42.95 K | $4.12 M | -0.18% | 0.41% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 42.72 K | $4.10 M | 100.00% | 0.40% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 41.78 K | $4.01 M | -2.33% | 0.40% |
| BROWN ADVISORY INC | 02/13/2026 | 36.18 K | $3.47 M | -3.48% | 0.34% |
| IFP ADVISORS, INC | 02/06/2026 | 32.17 K | $3.09 M | -10.26% | 0.30% |
| CREATIVEONE WEALTH, LLC | 02/13/2026 | 31.63 K | $3.03 M | 4.53% | 0.30% |
| CITADEL ADVISORS LLC | 02/17/2026 | 30.68 K | $2.94 M | 100.00% | 0.29% |
| BARNES WEALTH MANAGEMENT GROUP, INC | 02/24/2026 | 28.56 K | $2.74 M | 3.13% | 0.27% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 27.24 K | $2.61 M | 13.54% | 0.26% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 27.23 K | $2.61 M | 3.00% | 0.26% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 27.20 K | $2.61 M | -2.92% | 0.26% |
| SAGE RHINO CAPITAL LLC | 01/30/2026 | 26.59 K | $2.55 M | 0.32% | 0.25% |
| PFG ADVISORS | 01/27/2026 | 23.67 K | $2.27 M | -7.88% | 0.22% |
| FLOW TRADERS U.S. LLC | 02/13/2026 | 22.06 K | $2.12 M | -5.21% | 0.21% |
| FAMILY INVESTMENT CENTER, INC. | 01/23/2026 | 22.05 K | $2.12 M | 14.56% | 0.21% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 20.93 K | $2.01 M | 449.68% | 0.20% |
| PATTEN & PATTEN INC/TN | 02/03/2026 | 20.03 K | $1.92 M | 0.73% | 0.19% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 19.99 K | $1.92 M | -2.82% | 0.19% |
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PIMCO Enhanced Low Duration Active Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 258 institutional investors and hedge funds held shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund. The most heavily invested institutionals were:
ENVESTNET ASSET MANAGEMENT INC: 412,233
KELLY FINANCIAL GROUP LLC: 282,777
O'Connor Financial Group LLC: 231,339
Beacon Capital Management, Inc.: 193,122
HighTower Advisors, LLC: 136,275
Atria Investments, Inc: 122,359
93.55% of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 12.81 M shares in the last 24 months. This purchase volume represents approximately $1.23 B in transactions.