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 | 05/13/2026 | 32.81 M | $3.30 B | 0.59% | 20.62% |
| ASSETMARK, INC | 05/06/2026 | 9.66 M | $971.57 M | 7.97% | 6.07% |
| MORGAN STANLEY | 05/15/2026 | 9.05 M | $909.94 M | 1.15% | 5.69% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 5.72 M | $575.24 M | 26.67% | 3.59% |
| LPL FINANCIAL LLC | 05/06/2026 | 4.34 M | $436.74 M | 6.85% | 2.73% |
| UBS GROUP AG | 05/05/2026 | 3.25 M | $327.09 M | 17.70% | 2.04% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.95 M | $196.54 M | 23.14% | 1.23% |
| COLONY GROUP, LLC | 05/15/2026 | 1.64 M | $165.79 M | 49.82% | 1.03% |
| CWM, LLC | 05/14/2026 | 1.60 M | $161.28 M | -4.29% | 1.01% |
| MARINER, LLC | 05/13/2026 | 1.31 M | $131.50 M | 150.94% | 0.82% |
| ROYAL BANK OF CANADA | 05/15/2026 | 1.28 M | $129.07 M | 17.83% | 0.81% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 1.16 M | $116.16 M | 170.23% | 0.73% |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 1.00 M | $101.01 M | 4.56% | 0.63% |
| BRAMSHILL INVESTMENTS, LLC | 05/15/2026 | 911.25 K | $91.64 M | -1.64% | 0.57% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 902.38 K | $90.75 M | 16.34% | 0.57% |
| ATRIA INVESTMENTS, INC | 05/05/2026 | 852.86 K | $85.77 M | 7,308.45% | 0.54% |
| PROFICIO CAPITAL PARTNERS LLC | 05/14/2026 | 848.97 K | $85.54 M | 7.27% | 0.53% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 801.69 K | $80.63 M | 1.80% | 0.50% |
| KEYBANK NATIONAL ASSOCIATION/OH | 04/24/2026 | 756.47 K | $76.08 M | 0.06% | 0.48% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 683.65 K | $68.75 M | -6.40% | 0.43% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 575.74 K | $57.90 M | 24.24% | 0.36% |
| ADVISOR OS, LLC | 05/08/2026 | 569.46 K | $57.27 M | -31.13% | 0.36% |
| MJP ASSOCIATES INC /ADV | 05/05/2026 | 567.77 K | $57.10 M | -30.71% | 0.36% |
| KRILOGY FINANCIAL LLC | 04/17/2026 | 549.79 K | $55.25 M | 2.57% | 0.35% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 527.60 K | $53.06 M | 12.71% | 0.33% |
| GAINPLAN LLC | 04/08/2026 | 522.35 K | $52.53 M | 2.81% | 0.33% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 489.33 K | $49.21 M | 81.67% | 0.31% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 482.26 K | $48.50 M | -12.33% | 0.30% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 470.73 K | $47.34 M | 36.18% | 0.30% |
| FLAHARTY ASSET MANAGEMENT, LLC | 05/05/2026 | 465.65 K | $46.83 M | 2.48% | 0.29% |
| FAMILY MANAGEMENT CORP | 05/15/2026 | 447.06 K | $44.96 M | -0.01% | 0.28% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 445.08 K | $44.76 M | 9.76% | 0.28% |
| ALLIANZ ASSET MANAGEMENT GMBH | 05/11/2026 | 440.22 K | $44.27 M | 185.99% | 0.28% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 431.54 K | $43.40 M | 8.42% | 0.27% |
| RETIREMENT INCOME SOLUTIONS, INC | 05/04/2026 | 347.41 K | $34.94 M | 5.98% | 0.22% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 05/08/2026 | 342.90 K | $34.49 M | 100.00% | 0.22% |
| DESTINATION WEALTH MANAGEMENT | 05/15/2026 | 332.68 K | $33.46 M | 4.75% | 0.21% |
| BROOKSTONE CAPITAL MANAGEMENT | 04/16/2026 | 332.59 K | $33.45 M | 101.25% | 0.21% |
| NATIONAL BANK OF CANADA /FI/ | 05/15/2026 | 330.13 K | $33.20 M | 2.21% | 0.21% |
| HB WEALTH MANAGEMENT, LLC | 04/27/2026 | 305.73 K | $30.75 M | -28.99% | 0.19% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 298.13 K | $29.98 M | -13.87% | 0.19% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 294.52 K | $29.62 M | 13.09% | 0.19% |
| CLEARSTEAD ADVISORS, LLC | 05/06/2026 | 286.87 K | $28.85 M | 2,468.66% | 0.18% |
| MASON INVESTMENT ADVISORY SERVICES, INC. | 05/14/2026 | 278.16 K | $27.97 M | -7.69% | 0.17% |
| NOVEM GROUP | 04/13/2026 | 277.44 K | $27.90 M | 142.69% | 0.17% |
| WAVERLY ADVISORS, LLC | 05/15/2026 | 260.18 K | $26.17 M | -3.75% | 0.16% |
| CREATIVE PLANNING | 05/12/2026 | 256.30 K | $25.78 M | 20.94% | 0.16% |
| IBEX WEALTH ADVISORS | 04/30/2026 | 255.08 K | $25.65 M | 100.00% | 0.16% |
| BANK OF MONTREAL /CAN/ | 05/13/2026 | 254.29 K | $25.57 M | 505.73% | 0.16% |
| TD CAPITAL MANAGEMENT LLC | 05/11/2026 | 248.90 K | $25.03 M | -2.69% | 0.16% |
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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 1051 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: 32.81 M
ASSETMARK, INC: 9.66 M
MORGAN STANLEY: 9.05 M
WELLS FARGO & COMPANY/MN: 5.72 M
LPL Financial LLC: 4.34 M
UBS Group AG: 3.25 M
70.54% of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 126.04 M shares in the last 24 months. This purchase volume represents approximately $12.66 B in transactions.