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 | 05/15/2026 | 1.93 M | $184.50 M | 5.71% | 18.21% |
| ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 05/12/2026 | 1.08 M | $103.56 M | 18.52% | 10.22% |
| LPL FINANCIAL LLC | 05/06/2026 | 1.01 M | $97.19 M | 69.87% | 9.60% |
| CWM, LLC | 05/14/2026 | 891.77 K | $85.45 M | -5.12% | 8.44% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 516.32 K | $49.47 M | -5.05% | 4.88% |
| TD CAPITAL MANAGEMENT LLC | 05/11/2026 | 436.03 K | $41.78 M | 1.08% | 4.12% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 423.80 K | $40.61 M | 3.79% | 4.01% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 412.23 K | $39.50 M | 115.33% | 3.90% |
| MORGAN STANLEY | 05/15/2026 | 394.31 K | $37.78 M | 16.86% | 3.73% |
| GREAT VALLEY ADVISOR GROUP, INC. | 05/11/2026 | 343.73 K | $32.94 M | 100.00% | 3.25% |
| JPMORGAN CHASE & CO | 05/13/2026 | 284.61 K | $27.22 M | 2.19% | 2.69% |
| KELLY FINANCIAL GROUP LLC | 04/09/2026 | 282.78 K | $27.10 M | 2.90% | 2.68% |
| O'CONNOR FINANCIAL GROUP LLC | 04/23/2026 | 231.34 K | $22.17 M | -0.03% | 2.19% |
| BEACON CAPITAL MANAGEMENT, INC. | 05/08/2026 | 193.12 K | $18.50 M | 8.47% | 1.83% |
| GATEWAY WEALTH PARTNERS, LLC | 05/15/2026 | 176.02 K | $16.87 M | 120.77% | 1.67% |
| BROWN ADVISORY INC | 05/15/2026 | 166.27 K | $15.93 M | 359.59% | 1.57% |
| ROYAL BANK OF CANADA | 05/15/2026 | 163.22 K | $15.64 M | 4.29% | 1.54% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 158.56 K | $15.19 M | 482.27% | 1.50% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 05/08/2026 | 142.20 K | $13.63 M | 21.17% | 1.35% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 136.28 K | $13.06 M | -2.46% | 1.29% |
| ATRIA INVESTMENTS, INC | 05/05/2026 | 122.36 K | $11.72 M | 121.05% | 1.16% |
| MARINER, LLC | 05/13/2026 | 114.23 K | $10.95 M | 660.25% | 1.08% |
| UBS GROUP AG | 05/05/2026 | 109.16 K | $10.46 M | -8.71% | 1.03% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 105.70 K | $10.09 M | -45.16% | 1.00% |
| VISIONARY WEALTH ADVISORS | 05/13/2026 | 89.42 K | $8.57 M | 30.62% | 0.85% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 85.94 K | $8.23 M | 100.00% | 0.81% |
| TREASURE COAST FINANCIAL PLANNING | 05/11/2026 | 80.74 K | $7.74 M | 79.64% | 0.76% |
| EXCHANGE TRADED CONCEPTS, LLC | 04/15/2026 | 79.79 K | $7.64 M | 100.00% | 0.75% |
| HERITAGE OAK WEALTH ADVISORS LLC | 04/24/2026 | 75.55 K | $7.24 M | 100.00% | 0.71% |
| HOWLAND CAPITAL MANAGEMENT LLC | 04/14/2026 | 70.45 K | $6.75 M | 3.64% | 0.67% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 04/08/2026 | 70.16 K | $6.72 M | 3.40% | 0.66% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 68.26 K | $6.54 M | 22.80% | 0.65% |
| CARSONALLARIA WEALTH MANAGEMENT, LTD. | 04/30/2026 | 66.82 K | $6.40 M | 6.66% | 0.63% |
| VALLEY NATIONAL ADVISERS INC | 04/15/2026 | 63.22 K | $6.06 M | 5.84% | 0.60% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 54.77 K | $5.25 M | 28.20% | 0.52% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 54.01 K | $5.18 M | 13.36% | 0.51% |
| BECKERMAN INSTITUTIONAL, LLC | 05/04/2026 | 53.87 K | $5.16 M | -1.92% | 0.51% |
| ESSEX FINANCIAL SERVICES, INC. | 04/24/2026 | 53.04 K | $5.08 M | 8.00% | 0.50% |
| WEALTH ADVISORS OF IOWA, LLC | 05/13/2026 | 49.58 K | $4.75 M | 194.05% | 0.47% |
| SKYOAK WEALTH, LLC | 04/30/2026 | 47.99 K | $4.60 M | 11.43% | 0.45% |
| 05/07/2026 | 46.35 K | $4.43 M | 8.70% | 0.44% | |
| LEGACY CAPITAL GROUP CALIFORNIA, INC. | 05/04/2026 | 43.49 K | $4.17 M | -4.77% | 0.41% |
| IFP ADVISORS, INC | 04/13/2026 | 42.76 K | $4.10 M | 32.93% | 0.40% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 37.00 K | $3.55 M | -11.45% | 0.35% |
| CREATIVEONE WEALTH, LLC | 05/15/2026 | 35.29 K | $3.38 M | 11.57% | 0.33% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 30.61 K | $2.93 M | 12.36% | 0.29% |
| SAGE RHINO CAPITAL LLC | 04/28/2026 | 29.68 K | $2.84 M | 11.62% | 0.28% |
| BARNES WEALTH MANAGEMENT GROUP, INC | 05/18/2026 | 29.02 K | $2.78 M | 1.60% | 0.27% |
| GLOBAL VIEW CAPITAL MANAGEMENT LLC | 05/04/2026 | 26.91 K | $2.58 M | 100.00% | 0.25% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 26.30 K | $2.52 M | -3.29% | 0.25% |
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PIMCO Enhanced Low Duration Active Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 255 institutional investors and hedge funds held shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund. The most heavily invested institutionals were:
FMR LLC: 1.93 M
Advocacy Wealth Management Services, LLC: 1.08 M
LPL Financial LLC: 1.01 M
CWM, LLC: 891,772
WELLS FARGO & COMPANY/MN: 516,318
TD Capital Management LLC: 436,032
115.89% of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 14.19 M shares in the last 24 months. This purchase volume represents approximately $1.36 B in transactions.