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/ | 08/14/2026 | 4.14 M | $217.72 M | 12.16% | 6.93% |
| MORGAN STANLEY | 08/13/2026 | 3.73 M | $196.23 M | 5.35% | 6.25% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 2.81 M | $148.06 M | 13.05% | 4.71% |
| LPL FINANCIAL LLC | 08/07/2026 | 2.50 M | $131.58 M | 12.11% | 4.19% |
| WCG WEALTH ADVISORS LLC | 08/14/2026 | 1.36 M | $71.52 M | 41.22% | 2.28% |
| JPMORGAN CHASE & CO | 08/12/2026 | 1.12 M | $59.11 M | 1.49% | 1.88% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 936.24 K | $49.25 M | 24.57% | 1.57% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 897.48 K | $47.21 M | -1.34% | 1.50% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 852.78 K | $44.86 M | 8.16% | 1.43% |
| UBS GROUP AG | 08/13/2026 | 762.04 K | $40.08 M | 7.68% | 1.28% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 699.04 K | $36.77 M | 11.82% | 1.17% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/14/2026 | 656.61 K | $34.54 M | 6.65% | 1.10% |
| STONEBRIDGE FINANCIAL GROUP, LLC | 07/06/2026 | 627.23 K | $32.99 M | 3.20% | 1.05% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 595.08 K | $31.30 M | 16.40% | 1.00% |
| COLONY GROUP, LLC | 08/12/2026 | 571.90 K | $30.08 M | 28,783.89% | 0.96% |
| DYNASTY WEALTH MANAGEMENT, LLC | 08/13/2026 | 546.69 K | $28.76 M | -7.68% | 0.92% |
| MBL WEALTH, LLC | 07/15/2026 | 505.31 K | $26.58 M | 6.20% | 0.85% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 493.63 K | $25.97 M | 15.40% | 0.83% |
| LARSON FINANCIAL GROUP LLC | 08/14/2026 | 488.07 K | $25.67 M | 18.97% | 0.82% |
| CAPITAL ANALYSTS, LLC | 08/05/2026 | 455.35 K | $23.95 M | 6.04% | 0.76% |
| ROYAL BANK OF CANADA | 08/14/2026 | 417.32 K | $21.95 M | 17.83% | 0.70% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 412.97 K | $21.73 M | 46.95% | 0.69% |
| QUOTIENT WEALTH PARTNERS, LLC | 08/03/2026 | 382.66 K | $20.13 M | 10.76% | 0.64% |
| DAVIS R M INC | 08/14/2026 | 375.37 K | $19.74 M | 12.23% | 0.63% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 374.30 K | $19.69 M | 41.36% | 0.63% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 357.32 K | $18.80 M | 5.76% | 0.60% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 354.23 K | $18.63 M | 63.27% | 0.59% |
| PW ADVISORS, LLC \ FL | 08/06/2026 | 317.62 K | $16.71 M | 10.78% | 0.53% |
| WEALTH ALLIANCE ADVISORY GROUP, LLC | 07/23/2026 | 309.07 K | $16.26 M | 2.86% | 0.52% |
| CLEARSTEAD ADVISORS, LLC | 08/06/2026 | 297.60 K | $15.65 M | 8.92% | 0.50% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 255.84 K | $13.46 M | -0.01% | 0.43% |
| VISE TECHNOLOGIES, INC. | 08/11/2026 | 251.56 K | $13.23 M | 100.00% | 0.42% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 241.75 K | $12.72 M | 15.36% | 0.40% |
| XY PLANNING NETWORK, INC. | 07/15/2026 | 234.38 K | $12.33 M | 8.02% | 0.39% |
| AUSTIN WEALTH MANAGEMENT, LLC | 07/22/2026 | 231.54 K | $12.08 M | -5.08% | 0.39% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 226.89 K | $11.93 M | 12.73% | 0.38% |
| KESTRA INVESTMENT MANAGEMENT, LLC | 08/05/2026 | 224.49 K | $11.81 M | 18.85% | 0.38% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 214.69 K | $11.29 M | 12.03% | 0.36% |
| CRESTMONT PRIVATE WEALTH LLC | 08/07/2026 | 212.40 K | $11.17 M | 5.99% | 0.36% |
| AVANTAX PLANNING PARTNERS, INC. | 07/28/2026 | 211.13 K | $11.11 M | -2.20% | 0.35% |
| BENCHMARK FINANCIAL WEALTH ADVISORS, LLC | 07/17/2026 | 208.45 K | $10.96 M | -7.98% | 0.35% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 206.17 K | $10.84 M | 164.23% | 0.35% |
| PROSPERITY CONSULTING GROUP, LLC | 08/13/2026 | 204.82 K | $10.77 M | 13.32% | 0.34% |
| DAKOTA WEALTH MANAGEMENT | 08/07/2026 | 191.52 K | $10.07 M | 7.68% | 0.32% |
| MORTON BROWN FAMILY WEALTH, LLC | 07/21/2026 | 189.85 K | $9.99 M | 5.10% | 0.32% |
| FLAGSTONE FINANCIAL MANAGEMENT | 07/21/2026 | 187.77 K | $9.88 M | 13.06% | 0.31% |
| DAYMARK WEALTH PARTNERS, LLC | 07/31/2026 | 185.95 K | $9.78 M | 1,574.90% | 0.31% |
| TD CAPITAL MANAGEMENT LLC | 08/06/2026 | 169.01 K | $8.89 M | 8.56% | 0.28% |
| FOSTER & MOTLEY INC | 08/07/2026 | 166.95 K | $8.78 M | 17.83% | 0.28% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 166.34 K | $8.75 M | -0.16% | 0.28% |
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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 563 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/: 4.14 M
MORGAN STANLEY: 3.73 M
WELLS FARGO & COMPANY/MN: 2.81 M
LPL Financial LLC: 2.5 M
WCG Wealth Advisors LLC: 1.36 M
JPMORGAN CHASE & CO: 1.12 M
77.40% of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 50.38 M shares in the last 24 months. This purchase volume represents approximately $2.66 B in transactions.