PIMCO Preferred and Capital Securities Active Exchange-Traded Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALLIANZ ASSET MANAGEMENT GMBH | 09/02/2026 | 1.27 M | $65.40 M | 0.00% | 28.94% |
| GRADIENT INVESTMENTS LLC | 07/08/2026 | 1.21 M | $62.22 M | 7.95% | 27.53% |
| LPL FINANCIAL LLC | 08/07/2026 | 341.55 K | $17.54 M | 7.08% | 7.76% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 08/07/2026 | 230.11 K | $11.82 M | 6.84% | 5.23% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 127.33 K | $6.54 M | 15.49% | 2.89% |
| GREAT VALLEY ADVISOR GROUP, INC. | 08/10/2026 | 121.56 K | $6.24 M | 8.88% | 2.76% |
| RFG ADVISORY, LLC | 07/15/2026 | 94.04 K | $4.83 M | 525.63% | 2.14% |
| BRIGHTON JONES LLC | 08/11/2026 | 63.43 K | $3.26 M | 609.10% | 1.44% |
| MARINER, LLC | 08/13/2026 | 61.48 K | $3.16 M | 155.78% | 1.40% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 53.63 K | $2.75 M | 9.03% | 1.22% |
| CERITY PARTNERS LLC | 08/14/2026 | 45.70 K | $2.35 M | 13.85% | 1.04% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 39.35 K | $2.02 M | 9.66% | 0.89% |
| BROWN FINANCIAL ADVISORS | 08/26/2026 | 33.17 K | $1.70 M | 3.79% | 0.75% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 32.38 K | $1.66 M | -1.43% | 0.74% |
| PALADIN WEALTH, LLC | 07/09/2026 | 23.12 K | $1.19 M | 10.61% | 0.53% |
| FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | 07/17/2026 | 20.06 K | $1.03 M | 17.02% | 0.46% |
| MATTSON FINANCIAL SERVICES, LLC | 08/04/2026 | 17.44 K | $888.71 K | 7.46% | 0.40% |
| TREK FINANCIAL, LLC | 08/13/2026 | 13.79 K | $707.97 K | 100.00% | 0.31% |
| VISE TECHNOLOGIES, INC. | 08/11/2026 | 13.46 K | $690.97 K | 100.00% | 0.31% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 10.72 K | $550.00 K | 11.95% | 0.24% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 10.45 K | $536.43 K | -4.96% | 0.24% |
| CREATIVEONE WEALTH, LLC | 08/13/2026 | 9.25 K | $474.78 K | 8.34% | 0.21% |
| MINICHMACGREGOR WEALTH MANAGEMENT, LLC | 07/16/2026 | 9.23 K | $474.03 K | 40.43% | 0.21% |
| JANE STREET GROUP, LLC | 08/14/2026 | 7.97 K | $409.44 K | 50.08% | 0.18% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 6.79 K | $348.39 K | 100.00% | 0.15% |
| WILLIAMS & NOVAK, LLC | 07/08/2026 | 6.76 K | $347.10 K | 100.00% | 0.15% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 6.05 K | $310.79 K | 40.80% | 0.14% |
| VICKERMAN INVESTMENT ADVISORS, INC. | 08/14/2026 | 4.52 K | $232.09 K | 3.41% | 0.10% |
| FORUM FINANCE GROUP S.A. | 08/14/2026 | 4.24 K | $176.00 K | -70.22% | 0.10% |
| KELLEHER FINANCIAL ADVISORS | 08/06/2026 | 3.97 K | $203.90 K | 1.22% | 0.09% |
| BIRCHWOOD FINANCIAL PARTNERS, INC. | 08/06/2026 | 3.52 K | $180.81 K | 0.03% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 2.29 K | $117.49 K | 3.62% | 0.05% |
| ROYAL BANK OF CANADA | 08/14/2026 | 1.79 K | $92.00 K | 0.00% | 0.04% |
| LLOYD ADVISORY SERVICES, LLC. | 08/07/2026 | 1.64 K | $84.20 K | 100.00% | 0.04% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 662 | $34.00 K | 100.00% | 0.02% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 642 | $32.97 K | 0.00% | 0.01% |
| PRIVATE TRUST CO NA | 07/28/2026 | 520 | $26.70 K | 0.00% | 0.01% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 260 | $13.35 K | 0.00% | 0.01% |
| WHITTIER TRUST CO OF NEVADA INC | 07/28/2026 | 253 | $12.91 K | 120.00% | 0.01% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 232 | $11.91 K | 132.00% | 0.01% |
| STRATEGIC WEALTH PARTNERS, LTD. | 08/12/2026 | 213 | $10.94 K | 0.00% | 0.00% |
| CAPE INVESTMENT ADVISORY, INC. | 07/23/2026 | 200 | $10.27 K | 100.00% | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 07/21/2026 | 198 | $10.17 K | -58.84% | 0.00% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 194 | $9.96 K | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2026 | 179 | $9.19 K | 244.23% | 0.00% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 08/07/2026 | 147 | $7.52 K | 100.00% | 0.00% |
| NETWORTH ADVISORS, LLC | 07/22/2026 | 107 | $5.49 K | 18.89% | 0.00% |
| IFG ADVISORY, LLC | 08/14/2026 | 74 | $3.80 K | 100.00% | 0.00% |
| ELEVATED CAPITAL ADVISORS, LLC | 08/03/2026 | 47 | $2.42 K | -28.79% | 0.00% |
| TRIUMPH CAPITAL MANAGEMENT | 07/21/2026 | 23 | $1.18 K | 475.00% | 0.00% |
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PIMCO Preferred and Capital Securities Active Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 58 institutional investors and hedge funds held shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund. The most heavily invested institutionals were:
Allianz Asset Management GmbH: 1.27 M
Gradient Investments LLC: 1.21 M
LPL Financial LLC: 341,551
Resources Investment Advisors, LLC.: 230,113
NewEdge Advisors, LLC: 127,325
GREAT VALLEY ADVISOR GROUP, INC.: 121,560
88.84% of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.27 M shares in the last 24 months. This purchase volume represents approximately $219.15 M in transactions.