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 | 02/11/2026 | 32.62 M | $3.27 B | 4.38% | 22.48% |
| ASSETMARK, INC | 01/23/2026 | 8.95 M | $897.81 M | 7.02% | 6.17% |
| MORGAN STANLEY | 02/13/2026 | 8.95 M | $897.55 M | -0.35% | 6.06% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 4.52 M | $453.08 M | 3.76% | 3.06% |
| LPL FINANCIAL LLC | 02/11/2026 | 4.06 M | $407.82 M | -0.21% | 2.75% |
| UBS GROUP AG | 01/29/2026 | 2.76 M | $277.26 M | 10.15% | 1.87% |
| CWM, LLC | 01/26/2026 | 1.68 M | $168.13 M | 1.21% | 1.14% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.59 M | $159.25 M | 14.34% | 1.08% |
| JOHNSON FINANCIAL GROUP, LLC | 02/10/2026 | 1.20 M | $120.31 M | -6.73% | 0.81% |
| COLONY GROUP, LLC | 02/13/2026 | 1.09 M | $109.81 M | 1.82% | 0.74% |
| ROYAL BANK OF CANADA | 02/17/2026 | 1.09 M | $109.29 M | 14.26% | 0.74% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 960.52 K | $96.38 M | 3.95% | 0.65% |
| BRAMSHILL INVESTMENTS, LLC | 02/17/2026 | 926.43 K | $92.96 M | -0.71% | 0.63% |
| ADVISOR OS, LLC | 02/04/2026 | 826.84 K | $82.97 M | 1.61% | 0.57% |
| MJP ASSOCIATES INC /ADV | 02/06/2026 | 819.46 K | $82.22 M | 4.27% | 0.55% |
| PROFICIO CAPITAL PARTNERS LLC | 02/12/2026 | 791.41 K | $79.41 M | -4.76% | 0.54% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 775.64 K | $77.83 M | 134.25% | 0.53% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 787.55 K | $79.02 M | -0.21% | 0.53% |
| KEYBANK NATIONAL ASSOCIATION/OH | 01/30/2026 | 756.03 K | $75.86 M | 1.98% | 0.52% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 730.39 K | $73.29 M | 17.73% | 0.49% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 550.08 K | $55.19 M | -17.66% | 0.37% |
| KRILOGY FINANCIAL LLC | 01/27/2026 | 536.01 K | $53.96 M | -1.00% | 0.37% |
| MARINER, LLC | 02/13/2026 | 521.04 K | $52.28 M | 4.04% | 0.35% |
| GAINPLAN LLC | 01/23/2026 | 508.10 K | $50.98 M | 80.89% | 0.35% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 468.08 K | $46.97 M | -47.84% | 0.32% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 463.42 K | $46.50 M | 37.78% | 0.31% |
| FLAHARTY ASSET MANAGEMENT, LLC | 02/06/2026 | 454.38 K | $45.59 M | -2.98% | 0.31% |
| FAMILY MANAGEMENT CORP | 02/17/2026 | 447.10 K | $44.86 M | -16.95% | 0.30% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 433.30 K | $43.50 M | 1.74% | 0.30% |
| HB WEALTH MANAGEMENT, LLC | 01/28/2026 | 430.53 K | $43.20 M | -35.78% | 0.30% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 427.43 K | $42.89 M | -20.96% | 0.29% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 405.52 K | $40.69 M | 12.05% | 0.28% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 398.03 K | $39.94 M | -0.56% | 0.27% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 345.68 K | $34.69 M | -30.08% | 0.24% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 346.14 K | $34.73 M | 6.82% | 0.23% |
| RETIREMENT INCOME SOLUTIONS, INC | 01/27/2026 | 327.80 K | $32.89 M | -21.19% | 0.23% |
| NATIONAL BANK OF CANADA /FI/ | 02/17/2026 | 323.00 K | $32.41 M | 2.22% | 0.22% |
| DESTINATION WEALTH MANAGEMENT | 02/13/2026 | 317.61 K | $31.87 M | 3.76% | 0.22% |
| MASON INVESTMENT ADVISORY SERVICES, INC. | 02/12/2026 | 301.34 K | $30.24 M | -38.04% | 0.20% |
| WAVERLY ADVISORS, LLC | 02/17/2026 | 270.31 K | $27.12 M | -4.73% | 0.18% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 269.36 K | $27.03 M | 35.06% | 0.18% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 260.43 K | $26.13 M | 10.69% | 0.18% |
| TD CAPITAL MANAGEMENT LLC | 02/26/2026 | 255.77 K | $25.66 M | -11.82% | 0.18% |
| DELTA INVESTMENT MANAGEMENT, LLC | 01/30/2026 | 236.48 K | $23.73 M | -1.37% | 0.16% |
| CERITY PARTNERS LLC | 02/11/2026 | 228.42 K | $22.92 M | 92.10% | 0.15% |
| 02/17/2026 | 224.03 K | $22.48 M | 100.00% | 0.15% | |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 217.44 K | $21.82 M | 13.84% | 0.15% |
| CITIGROUP INC | 02/13/2026 | 213.63 K | $21.44 M | 20.07% | 0.14% |
| CREATIVE PLANNING | 02/17/2026 | 211.93 K | $21.27 M | -6.81% | 0.14% |
| STOKES CAPITAL ADVISORS, LLC | 01/12/2026 | 198.62 K | $19.93 M | 52.01% | 0.14% |
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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 1074 institutional investors and hedge funds held shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund. The most heavily invested institutionals were:
UBS Group AG: 3.25 M
ENVESTNET ASSET MANAGEMENT INC: 1.16 M
Cambridge Investment Research Advisors, Inc.: 902,383
Atria Investments, Inc: 852,861
KEYBANK NATIONAL ASSOCIATION/OH: 756,471
MJP ASSOCIATES INC /ADV: 567,769
71.45% of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 123.31 M shares in the last 24 months. This purchase volume represents approximately $12.39 B in transactions.