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 | 08/13/2026 | 2.50 M | $239.08 M | 29.87% | 23.66% |
| ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 07/29/2026 | 1.12 M | $106.64 M | 3.19% | 10.55% |
| LPL FINANCIAL LLC | 08/07/2026 | 745.49 K | $71.28 M | -26.50% | 7.05% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 570.27 K | $54.52 M | 10.45% | 5.39% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 441.55 K | $42.22 M | 4.19% | 4.18% |
| TD CAPITAL MANAGEMENT LLC | 08/06/2026 | 440.02 K | $42.07 M | 0.91% | 4.16% |
| MORGAN STANLEY | 08/13/2026 | 394.51 K | $37.72 M | 0.05% | 3.73% |
| GREAT VALLEY ADVISOR GROUP, INC. | 08/10/2026 | 370.53 K | $35.43 M | 7.80% | 3.51% |
| JPMORGAN CHASE & CO | 08/12/2026 | 331.09 K | $31.67 M | 16.33% | 3.13% |
| KELLY FINANCIAL GROUP LLC | 07/14/2026 | 299.44 K | $28.63 M | 5.89% | 2.83% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 261.57 K | $25.01 M | -36.55% | 2.47% |
| O'CONNOR FINANCIAL GROUP LLC | 07/17/2026 | 202.85 K | $19.39 M | -12.31% | 1.92% |
| BEACON CAPITAL MANAGEMENT, INC. | 08/13/2026 | 194.71 K | $18.62 M | 0.82% | 1.84% |
| ROYAL BANK OF CANADA | 08/14/2026 | 168.89 K | $16.15 M | 3.48% | 1.60% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 08/07/2026 | 156.06 K | $14.92 M | 9.75% | 1.48% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 133.81 K | $12.79 M | -1.81% | 1.27% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 125.37 K | $11.93 M | 18.61% | 1.19% |
| UBS GROUP AG | 08/13/2026 | 103.43 K | $9.89 M | -5.25% | 0.98% |
| VISIONARY WEALTH ADVISORS | 08/13/2026 | 92.61 K | $8.85 M | 3.56% | 0.88% |
| GATEWAY WEALTH PARTNERS, LLC | 08/04/2026 | 90.41 K | $8.64 M | -48.64% | 0.86% |
| EXCHANGE TRADED CONCEPTS, LLC | 08/11/2026 | 88.72 K | $8.48 M | 11.20% | 0.84% |
| TREASURE COAST FINANCIAL PLANNING | 07/29/2026 | 85.95 K | $8.22 M | 6.44% | 0.81% |
| VALLEY NATIONAL ADVISERS INC | 07/29/2026 | 80.06 K | $7.65 M | 26.64% | 0.76% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 07/07/2026 | 77.86 K | $7.44 M | 10.97% | 0.74% |
| CARSONALLARIA WEALTH MANAGEMENT, LTD. | 07/28/2026 | 74.42 K | $7.11 M | 11.38% | 0.70% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 70.67 K | $6.76 M | -55.43% | 0.67% |
| MODERA WEALTH MANAGEMENT, LLC | 08/03/2026 | 69.41 K | $6.64 M | 100.00% | 0.66% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 69.12 K | $6.61 M | 1.25% | 0.65% |
| HOWLAND CAPITAL MANAGEMENT LLC | 07/13/2026 | 64.25 K | $6.14 M | -8.80% | 0.61% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 56.90 K | $5.44 M | 3.89% | 0.54% |
| ESSEX FINANCIAL SERVICES, INC. | 08/10/2026 | 55.26 K | $5.28 M | 4.18% | 0.52% |
| ATRIA INVESTMENTS, INC | 07/28/2026 | 54.61 K | $5.22 M | -55.37% | 0.52% |
| MAIMON WEALTH MANAGEMENT LTD. | 07/24/2026 | 53.53 K | $5.12 M | 15.49% | 0.51% |
| BECKERMAN INSTITUTIONAL, LLC | 08/11/2026 | 53.50 K | $5.11 M | -0.69% | 0.51% |
| BROWN ADVISORY INC | 08/14/2026 | 52.48 K | $5.02 M | -68.44% | 0.50% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 50.89 K | $4.87 M | -5.79% | 0.48% |
| WEALTH ADVISORS OF IOWA, LLC | 07/30/2026 | 50.34 K | $4.81 M | 1.54% | 0.48% |
| SKYOAK WEALTH, LLC | 07/30/2026 | 48.71 K | $4.66 M | 1.50% | 0.46% |
| LEGACY CAPITAL GROUP CALIFORNIA, INC. | 07/29/2026 | 46.97 K | $4.49 M | 8.00% | 0.44% |
| MARINER, LLC | 08/13/2026 | 41.43 K | $3.96 M | -63.73% | 0.39% |
| IFP ADVISORS, INC | 07/20/2026 | 40.80 K | $3.90 M | -4.59% | 0.39% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 38.35 K | $3.67 M | 3.66% | 0.36% |
| CREATIVEONE WEALTH, LLC | 08/13/2026 | 35.14 K | $3.36 M | -0.43% | 0.33% |
| SAGE RHINO CAPITAL LLC | 08/03/2026 | 34.95 K | $3.34 M | 17.75% | 0.33% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 29.94 K | $2.86 M | 22.80% | 0.28% |
| BARNES WEALTH MANAGEMENT GROUP, INC | 07/24/2026 | 28.95 K | $2.77 M | -0.22% | 0.27% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 28.19 K | $2.70 M | -7.89% | 0.27% |
| RFG ADVISORY, LLC | 07/15/2026 | 26.46 K | $2.53 M | 60.56% | 0.25% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 26.06 K | $2.49 M | 5.43% | 0.25% |
| TD WATERHOUSE CANADA INC. | 07/27/2026 | 25.63 K | $2.44 M | 480.50% | 0.24% |
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PIMCO Enhanced Low Duration Active Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 271 institutional investors and hedge funds held shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund. The most heavily invested institutionals were:
FMR LLC: 2.5 M
Advocacy Wealth Management Services, LLC: 1.12 M
LPL Financial LLC: 745,492
WELLS FARGO & COMPANY/MN: 570,273
BANK OF AMERICA CORP /DE/: 441,550
TD Capital Management LLC: 440,019
104.71% of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 14.00 M shares in the last 24 months. This purchase volume represents approximately $1.34 B in transactions.