PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 3.69 M | $192.61 M | 15.27% | 6.99% |
| MORGAN STANLEY | 05/15/2026 | 3.54 M | $184.81 M | 18.73% | 6.71% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 2.49 M | $129.96 M | 20.98% | 4.72% |
| LPL FINANCIAL LLC | 05/06/2026 | 2.23 M | $116.45 M | 10.18% | 4.23% |
| JPMORGAN CHASE & CO | 05/13/2026 | 1.11 M | $57.64 M | -8.62% | 2.10% |
| CWM, LLC | 05/14/2026 | 993.47 K | $51.85 M | 7.67% | 1.88% |
| WCG WEALTH ADVISORS LLC | 05/12/2026 | 962.78 K | $50.25 M | 11.36% | 1.82% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 909.68 K | $47.48 M | 106.93% | 1.72% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 788.42 K | $41.15 M | 7.30% | 1.49% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 751.57 K | $39.22 M | 14.93% | 1.42% |
| UBS GROUP AG | 05/05/2026 | 707.67 K | $36.93 M | 21.80% | 1.34% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 625.14 K | $32.63 M | 8.64% | 1.18% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 615.70 K | $32.13 M | -2.48% | 1.17% |
| STONEBRIDGE FINANCIAL GROUP, LLC | 04/08/2026 | 607.77 K | $31.72 M | 4.87% | 1.15% |
| DYNASTY WEALTH MANAGEMENT, LLC | 05/14/2026 | 592.19 K | $30.91 M | -5.62% | 1.12% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 511.26 K | $26.68 M | -3.73% | 0.97% |
| MBL WEALTH, LLC | 04/28/2026 | 475.82 K | $24.83 M | 4.44% | 0.90% |
| CAPITAL ANALYSTS, LLC | 05/14/2026 | 429.41 K | $22.41 M | 1.24% | 0.81% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 427.76 K | $22.32 M | 6.38% | 0.81% |
| LARSON FINANCIAL GROUP LLC | 05/15/2026 | 410.24 K | $21.41 M | 16.44% | 0.78% |
| ROYAL BANK OF CANADA | 05/15/2026 | 354.18 K | $18.49 M | 0.36% | 0.67% |
| QUOTIENT WEALTH PARTNERS, LLC | 04/16/2026 | 345.49 K | $18.03 M | 6.59% | 0.65% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 337.85 K | $17.63 M | 7.57% | 0.64% |
| DAVIS R M INC | 05/13/2026 | 334.46 K | $17.46 M | 0.24% | 0.63% |
| WEALTH ALLIANCE ADVISORY GROUP, LLC | 04/09/2026 | 300.46 K | $15.68 M | 57.76% | 0.57% |
| 04/24/2026 | 286.70 K | $14.96 M | 7.80% | 0.54% | |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 281.03 K | $14.67 M | -26.53% | 0.53% |
| CLEARSTEAD ADVISORS, LLC | 05/06/2026 | 273.22 K | $14.26 M | 16.63% | 0.52% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 264.78 K | $13.77 M | 60.48% | 0.50% |
| JANE STREET GROUP, LLC | 05/12/2026 | 256.96 K | $13.41 M | 601.95% | 0.49% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 255.87 K | $13.35 M | 4.21% | 0.48% |
| AUSTIN WEALTH MANAGEMENT, LLC | 04/14/2026 | 243.94 K | $12.74 M | -19.07% | 0.46% |
| BENCHMARK FINANCIAL WEALTH ADVISORS, LLC | 04/27/2026 | 226.53 K | $11.82 M | 62.88% | 0.43% |
| XY PLANNING NETWORK, INC. | 04/14/2026 | 216.99 K | $11.31 M | 15.88% | 0.41% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 216.96 K | $11.32 M | 57.82% | 0.41% |
| AVANTAX PLANNING PARTNERS, INC. | 05/04/2026 | 215.88 K | $11.27 M | -5.36% | 0.41% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 209.55 K | $10.94 M | 1.36% | 0.40% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 201.27 K | $10.50 M | 8.71% | 0.38% |
| CRESTMONT PRIVATE WEALTH LLC | 05/08/2026 | 200.39 K | $10.46 M | 3.87% | 0.38% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 191.63 K | $10.00 M | -2.64% | 0.36% |
| BAILARD, INC. | 05/11/2026 | 190.64 K | $9.95 M | -17.43% | 0.36% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 189.53 K | $9.89 M | 100.00% | 0.36% |
| KESTRA INVESTMENT MANAGEMENT, LLC | 05/11/2026 | 188.89 K | $9.86 M | -17.13% | 0.36% |
| SAGESPRING WEALTH PARTNERS, LLC | 05/07/2026 | 181.84 K | $9.49 M | -38.98% | 0.34% |
| PROSPERITY CONSULTING GROUP, LLC | 05/05/2026 | 180.75 K | $9.43 M | 14.88% | 0.34% |
| MORTON BROWN FAMILY WEALTH, LLC | 04/21/2026 | 180.64 K | $9.43 M | 6.15% | 0.34% |
| DAKOTA WEALTH MANAGEMENT | 05/07/2026 | 177.85 K | $9.28 M | 10.50% | 0.34% |
| ESG PLANNING | 05/12/2026 | 172.96 K | $9.03 M | -5.47% | 0.33% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 166.60 K | $8.69 M | 7.27% | 0.32% |
| FLAGSTONE FINANCIAL MANAGEMENT | 04/27/2026 | 166.08 K | $8.67 M | 43.52% | 0.31% |
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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 521 institutional investors and hedge funds held shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund. The most heavily invested institutionals were:
BANK OF AMERICA CORP /DE/: 3.69 M
MORGAN STANLEY: 3.54 M
WELLS FARGO & COMPANY/MN: 2.49 M
LPL Financial LLC: 2.23 M
JPMORGAN CHASE & CO: 1.11 M
CWM, LLC: 993,470
79.21% of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 44.08 M shares in the last 24 months. This purchase volume represents approximately $2.33 B in transactions.