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/ | 02/17/2026 | 3.20 M | $167.80 M | 14.57% | 6.43% |
| MORGAN STANLEY | 02/13/2026 | 2.98 M | $156.31 M | 0.29% | 5.99% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 2.06 M | $107.87 M | 13.73% | 4.13% |
| LPL FINANCIAL LLC | 02/11/2026 | 2.03 M | $106.13 M | 16.49% | 4.05% |
| JPMORGAN CHASE & CO | 02/11/2026 | 1.21 M | $63.45 M | -2.67% | 2.53% |
| CWM, LLC | 01/26/2026 | 922.71 K | $48.36 M | 6.51% | 1.85% |
| WCG WEALTH ADVISORS LLC | 02/10/2026 | 864.55 K | $45.31 M | 241.49% | 1.73% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 734.80 K | $38.51 M | 0.54% | 1.47% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/05/2026 | 631.38 K | $33.17 M | 57.48% | 1.32% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 653.95 K | $34.27 M | 23.12% | 1.31% |
| DYNASTY WEALTH MANAGEMENT, LLC | 02/10/2026 | 627.48 K | $32.89 M | -14.90% | 1.26% |
| COLONY GROUP, LLC | 02/13/2026 | 604.88 K | $31.62 M | -0.97% | 1.21% |
| STONEBRIDGE FINANCIAL GROUP, LLC | 01/21/2026 | 579.53 K | $30.37 M | 5.71% | 1.21% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 575.41 K | $30.16 M | 51.20% | 1.20% |
| UBS GROUP AG | 01/29/2026 | 581.01 K | $30.45 M | 2.85% | 1.17% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 531.07 K | $27.83 M | 20.53% | 1.07% |
| MBL WEALTH, LLC | 01/21/2026 | 455.59 K | $23.88 M | 3.05% | 0.95% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 439.61 K | $23.04 M | -41.30% | 0.88% |
| CAPITAL ANALYSTS, LLC | 02/11/2026 | 424.17 K | $22.23 M | 4.78% | 0.85% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 402.11 K | $21.07 M | 83.24% | 0.81% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 382.50 K | $20.05 M | 18.02% | 0.77% |
| LARSON FINANCIAL GROUP LLC | 02/06/2026 | 352.31 K | $18.46 M | 17.04% | 0.74% |
| ROYAL BANK OF CANADA | 02/17/2026 | 352.92 K | $18.50 M | 57.17% | 0.71% |
| QUOTIENT WEALTH PARTNERS, LLC | 01/22/2026 | 324.13 K | $16.99 M | 7.00% | 0.68% |
| DAVIS R M INC | 02/12/2026 | 333.67 K | $17.49 M | 7.57% | 0.67% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 314.07 K | $16.46 M | 13.67% | 0.63% |
| AUSTIN WEALTH MANAGEMENT, LLC | 01/26/2026 | 301.42 K | $15.88 M | -0.55% | 0.63% |
| SAGESPRING WEALTH PARTNERS, LLC | 01/07/2026 | 298.01 K | $15.62 M | -14.21% | 0.62% |
| 02/17/2026 | 265.97 K | $13.94 M | 100.00% | 0.53% | |
| TRUIST FINANCIAL CORP | 02/02/2026 | 245.54 K | $12.87 M | 6.88% | 0.51% |
| BAILARD, INC. | 02/04/2026 | 230.89 K | $12.10 M | -1.42% | 0.48% |
| AVANTAX PLANNING PARTNERS, INC. | 02/05/2026 | 228.11 K | $11.96 M | -7.96% | 0.48% |
| CLEARSTEAD ADVISORS, LLC | 02/09/2026 | 234.26 K | $12.28 M | 21.53% | 0.47% |
| KESTRA INVESTMENT MANAGEMENT, LLC | 02/09/2026 | 227.92 K | $11.95 M | 28.85% | 0.46% |
| LIDO ADVISORS, LLC | 02/10/2026 | 224.40 K | $11.75 M | 2.27% | 0.45% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 206.74 K | $10.84 M | 2.75% | 0.43% |
| CERITY PARTNERS LLC | 02/11/2026 | 210.83 K | $11.05 M | 84.83% | 0.42% |
| WEALTH ALLIANCE ADVISORY GROUP, LLC | 01/29/2026 | 190.46 K | $9.98 M | -0.39% | 0.40% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 196.83 K | $10.32 M | 9.14% | 0.39% |
| XY PLANNING NETWORK, INC. | 01/26/2026 | 187.25 K | $9.81 M | 30.49% | 0.39% |
| CRESTMONT PRIVATE WEALTH LLC | 02/10/2026 | 192.94 K | $10.11 M | 4.84% | 0.39% |
| ESG PLANNING | 02/04/2026 | 182.97 K | $9.59 M | -0.39% | 0.38% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 185.15 K | $9.70 M | 1.23% | 0.37% |
| BCS WEALTH MANAGEMENT | 01/26/2026 | 177.96 K | $9.33 M | 101.94% | 0.37% |
| MORTON BROWN FAMILY WEALTH, LLC | 01/28/2026 | 170.18 K | $8.92 M | -4.25% | 0.36% |
| SHOTWELL RUTTER BAER INC | 01/12/2026 | 162.70 K | $8.57 M | -2.75% | 0.34% |
| DAKOTA WEALTH MANAGEMENT | 01/13/2026 | 160.96 K | $8.44 M | 100.00% | 0.34% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 165.00 K | $8.65 M | 35.42% | 0.33% |
| PROSPERITY CONSULTING GROUP, LLC | 02/17/2026 | 157.34 K | $8.25 M | 42.38% | 0.32% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 155.31 K | $8.14 M | 5.85% | 0.31% |
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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 537 institutional investors and hedge funds held shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund. The most heavily invested institutionals were:
ENVESTNET ASSET MANAGEMENT INC: 909,683
UBS Group AG: 707,667
HighTower Advisors, LLC: 625,140
THRIVENT FINANCIAL FOR LUTHERANS: 615,698
Stonebridge Financial Group, LLC: 607,773
MBL Wealth, LLC: 475,823
79.82% of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 43.70 M shares in the last 24 months. This purchase volume represents approximately $2.31 B in transactions.