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 | 05/11/2026 | 1.27 M | $64.54 M | 17.94% | 31.99% |
| GRADIENT INVESTMENTS LLC | 04/13/2026 | 1.12 M | $56.88 M | 4.27% | 28.19% |
| LPL FINANCIAL LLC | 05/06/2026 | 318.96 K | $16.16 M | 3.33% | 8.01% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 05/08/2026 | 215.38 K | $10.91 M | 8.79% | 5.41% |
| GREAT VALLEY ADVISOR GROUP, INC. | 05/11/2026 | 111.64 K | $5.66 M | 7.31% | 2.80% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 110.25 K | $5.59 M | 37.09% | 2.77% |
| VISIONARY WEALTH ADVISORS | 05/13/2026 | 54.32 K | $2.75 M | -41.73% | 1.36% |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 49.19 K | $2.49 M | 6.96% | 1.24% |
| CERITY PARTNERS LLC | 05/15/2026 | 40.14 K | $2.03 M | 100.00% | 1.01% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 35.89 K | $1.82 M | 4.32% | 0.90% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 32.85 K | $1.66 M | 5.29% | 0.82% |
| BROWN FINANCIAL ADVISORS | 05/15/2026 | 31.96 K | $1.62 M | -3.30% | 0.80% |
| MARINER, LLC | 05/13/2026 | 24.04 K | $1.22 M | -49.97% | 0.60% |
| PALADIN WEALTH, LLC | 04/16/2026 | 20.90 K | $1.06 M | 3.26% | 0.52% |
| FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | 05/14/2026 | 17.14 K | $868.65 K | 18.46% | 0.43% |
| MATTSON FINANCIAL SERVICES, LLC | 05/11/2026 | 16.23 K | $822.12 K | 2.25% | 0.41% |
| RFG ADVISORY, LLC | 04/20/2026 | 15.03 K | $761.68 K | 100.00% | 0.38% |
| 05/07/2026 | 14.24 K | $576.00 K | 100.00% | 0.36% | |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 10.99 K | $556.94 K | -1.28% | 0.28% |
| GTS SECURITIES LLC | 05/15/2026 | 10.08 K | $510.55 K | -35.03% | 0.25% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 9.57 K | $485.00 K | 16.54% | 0.24% |
| CREATIVEONE WEALTH, LLC | 05/15/2026 | 8.54 K | $432.47 K | 100.00% | 0.21% |
| MINICHMACGREGOR WEALTH MANAGEMENT, LLC | 04/20/2026 | 6.57 K | $333.11 K | 15.64% | 0.17% |
| JANE STREET GROUP, LLC | 05/12/2026 | 5.31 K | $269.21 K | -16.42% | 0.13% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 05/15/2026 | 5.31 K | $268.81 K | 100.00% | 0.13% |
| VICKERMAN INVESTMENT ADVISORS, INC. | 05/12/2026 | 4.37 K | $221.48 K | 100.00% | 0.11% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 4.30 K | $217.85 K | 100.00% | 0.11% |
| KELLEHER FINANCIAL ADVISORS | 05/08/2026 | 3.92 K | $198.78 K | 5.97% | 0.10% |
| 05/05/2026 | 3.52 K | $178.36 K | -20.85% | 0.09% | |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 2.21 K | $111.88 K | -3.50% | 0.06% |
| ROYAL BANK OF CANADA | 05/15/2026 | 1.79 K | $91.00 K | -84.97% | 0.04% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 642 | $32.53 K | 100.00% | 0.02% |
| PRIVATE TRUST CO NA | 04/30/2026 | 520 | $26.35 K | 0.00% | 0.01% |
| EVOLUTION WEALTH MANAGEMENT INC. | 04/27/2026 | 481 | $24.37 K | -56.59% | 0.01% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 260 | $13.17 K | 100.00% | 0.01% |
| STRATEGIC WEALTH PARTNERS, LTD. | 05/12/2026 | 213 | $10.79 K | 0.00% | 0.01% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 194 | $9.83 K | -1.52% | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 04/28/2026 | 115 | $5.83 K | 100.00% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 100 | $5.07 K | 0.00% | 0.00% |
| 04/22/2026 | 90 | $4.56 K | -26.83% | 0.00% | |
| ELEVATED CAPITAL ADVISORS, LLC | 04/30/2026 | 66 | $3.35 K | -2.94% | 0.00% |
| JPMORGAN CHASE & CO | 05/13/2026 | 52 | $2.62 K | -99.12% | 0.00% |
| EVERSOURCE WEALTH ADVISORS, LLC | 05/18/2026 | 18 | $912 | 0.00% | 0.00% |
| TRIUMPH CAPITAL MANAGEMENT | 05/13/2026 | 4 | $203 | 0.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 0 | $0 | -100.00% | 0.00% |
| SOL CAPITAL MANAGEMENT CO | 04/24/2026 | 0 | $0 | -100.00% | 0.00% |
| LLOYD ADVISORY SERVICES, LLC. | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
| MAGNOLIA CAPITAL ADVISORS LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| 05/11/2026 | 0 | $0 | -100.00% | 0.00% |
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PIMCO Preferred and Capital Securities Active Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 47 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: 1.12 M
LPL Financial LLC: 318,964
Resources Investment Advisors, LLC.: 215,381
GREAT VALLEY ADVISOR GROUP, INC.: 111,644
NewEdge Advisors, LLC: 110,246
89.99% of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 3.93 M shares in the last 24 months. This purchase volume represents approximately $201.57 M in transactions.