PIMCO Enhanced Short Maturity Active Exchange-Traded Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 08/12/2026 | 32.03 M | $3.23 B | -2.37% | 19.64% |
| ASSETMARK, INC | 07/30/2026 | 10.40 M | $1.05 B | 7.69% | 6.38% |
| MORGAN STANLEY | 08/13/2026 | 9.26 M | $933.07 M | 2.30% | 5.68% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 5.07 M | $511.57 M | -11.28% | 3.11% |
| LPL FINANCIAL LLC | 08/07/2026 | 4.96 M | $499.54 M | 14.11% | 3.04% |
| UBS GROUP AG | 08/13/2026 | 3.36 M | $338.36 M | 3.20% | 2.06% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 2.31 M | $232.68 M | 18.11% | 1.42% |
| COLONY GROUP, LLC | 08/12/2026 | 1.37 M | $137.84 M | -16.61% | 0.84% |
| ROYAL BANK OF CANADA | 08/14/2026 | 1.20 M | $121.23 M | -6.30% | 0.74% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 1.14 M | $115.12 M | 13.70% | 0.70% |
| ALLIANZ ASSET MANAGEMENT GMBH | 09/02/2026 | 1.09 M | $109.42 M | 146.57% | 0.67% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 1.03 M | $104.21 M | -10.50% | 0.63% |
| BRAMSHILL INVESTMENTS, LLC | 08/14/2026 | 1.01 M | $101.34 M | 10.31% | 0.62% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 886.53 K | $89.37 M | 29.68% | 0.54% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 858.96 K | $86.59 M | 7.14% | 0.53% |
| KEYBANK NATIONAL ASSOCIATION/OH | 07/28/2026 | 800.44 K | $80.69 M | 5.81% | 0.49% |
| KRILOGY FINANCIAL LLC | 07/27/2026 | 783.18 K | $78.95 M | 42.45% | 0.48% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 775.54 K | $78.18 M | 34.70% | 0.48% |
| MARINER, LLC | 08/13/2026 | 734.91 K | $74.09 M | -43.79% | 0.45% |
| PROFICIO CAPITAL PARTNERS LLC | 08/17/2026 | 722.78 K | $72.86 M | -14.86% | 0.44% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 658.75 K | $66.41 M | 24.86% | 0.40% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 599.95 K | $60.48 M | 103.70% | 0.37% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 586.94 K | $59.17 M | 31.87% | 0.36% |
| ADVISOR OS, LLC | 08/05/2026 | 565.80 K | $57.04 M | -0.64% | 0.35% |
| MJP ASSOCIATES INC /ADV | 08/11/2026 | 561.87 K | $56.64 M | -1.04% | 0.34% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 547.86 K | $55.23 M | 13.60% | 0.34% |
| ATRIA INVESTMENTS, INC | 07/28/2026 | 488.21 K | $49.22 M | -42.76% | 0.30% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 484.92 K | $48.88 M | 12.37% | 0.30% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 462.19 K | $46.59 M | -1.81% | 0.28% |
| MODERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 456.11 K | $45.98 M | 1,226.06% | 0.28% |
| GAINPLAN LLC | 07/07/2026 | 451.19 K | $45.48 M | -13.62% | 0.28% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 440.00 K | $44.36 M | 47.59% | 0.27% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 08/12/2026 | 392.41 K | $39.56 M | 14.44% | 0.24% |
| FAMILY MANAGEMENT CORP | 08/14/2026 | 389.16 K | $39.23 M | -12.95% | 0.24% |
| MUTUAL ADVISORS, LLC | 08/14/2026 | 381.44 K | $38.45 M | 2,218.51% | 0.23% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 380.58 K | $38.37 M | -57.82% | 0.23% |
| DESTINATION WEALTH MANAGEMENT | 08/14/2026 | 352.92 K | $35.58 M | 6.08% | 0.22% |
| WAVERLY ADVISORS, LLC | 08/14/2026 | 350.74 K | $35.36 M | 34.81% | 0.22% |
| RETIREMENT INCOME SOLUTIONS, INC | 08/03/2026 | 346.95 K | $34.89 M | -0.13% | 0.21% |
| CREATIVE PLANNING | 08/13/2026 | 333.19 K | $33.59 M | 30.00% | 0.20% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 318.01 K | $32.06 M | -35.01% | 0.20% |
| MERIT FINANCIAL GROUP, LLC | 07/20/2026 | 302.75 K | $30.52 M | 476.73% | 0.19% |
| MASON INVESTMENT ADVISORY SERVICES, INC. | 08/13/2026 | 275.60 K | $27.78 M | -0.92% | 0.17% |
| HB WEALTH MANAGEMENT, LLC | 07/29/2026 | 268.95 K | $27.11 M | -12.03% | 0.16% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 07/28/2026 | 260.71 K | $26.28 M | 435.66% | 0.16% |
| TD CAPITAL MANAGEMENT LLC | 08/06/2026 | 254.49 K | $25.66 M | 2.25% | 0.16% |
| WATERWAY WEALTH MANAGEMENT, LLC | 07/13/2026 | 247.58 K | $24.96 M | 100.00% | 0.15% |
| CITIGROUP INC | 08/03/2026 | 232.37 K | $23.43 M | 20.69% | 0.14% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 223.60 K | $22.54 M | 2.85% | 0.14% |
| PHIL A. YOUNKER & ASSOCIATES, LTD. | 08/07/2026 | 221.70 K | $22.35 M | 13.11% | 0.14% |
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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 1129 institutional investors and hedge funds held shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund. The most heavily invested institutionals were:
JPMORGAN CHASE & CO: 32.03 M
ASSETMARK, INC: 10.4 M
MORGAN STANLEY: 9.26 M
WELLS FARGO & COMPANY/MN: 5.07 M
LPL Financial LLC: 4.96 M
UBS Group AG: 3.36 M
68.91% of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 128.85 M shares in the last 24 months. This purchase volume represents approximately $12.94 B in transactions.