PIMCO Multisector 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 | 18.19 M | $485.35 M | 16.81% | 4.20% |
| MORGAN STANLEY | 02/13/2026 | 17.12 M | $456.65 M | 33.64% | 3.95% |
| LPL FINANCIAL LLC | 02/11/2026 | 14.58 M | $389.10 M | 34.34% | 3.83% |
| SEQUOIA FINANCIAL ADVISORS, LLC | 02/03/2026 | 9.46 M | $252.39 M | 24.02% | 2.48% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 9.27 M | $247.26 M | 8.82% | 2.43% |
| RETIREMENT PLANNING GROUP | 02/03/2026 | 5.77 M | $153.90 M | 8.80% | 1.51% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 6.48 M | $172.87 M | 36.04% | 1.49% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 5.80 M | $154.67 M | -20.44% | 1.34% |
| ADVANCE CAPITAL MANAGEMENT, INC. | 01/06/2026 | 4.91 M | $131.11 M | 36.26% | 1.29% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 5.55 M | $147.96 M | 48.04% | 1.28% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 5.21 M | $139.12 M | 11.67% | 1.20% |
| TRUWEALTH ADVISORS, LLC | 01/07/2026 | 4.07 M | $108.60 M | 5.56% | 1.07% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 4.45 M | $118.67 M | 86.14% | 1.03% |
| CWM, LLC | 01/26/2026 | 4.22 M | $112.54 M | 36.58% | 0.97% |
| ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 02/11/2026 | 3.59 M | $95.78 M | 8.77% | 0.94% |
| KRILOGY FINANCIAL LLC | 01/27/2026 | 3.53 M | $94.94 M | 7.87% | 0.93% |
| WCG WEALTH ADVISORS LLC | 02/10/2026 | 3.49 M | $93.01 M | 215.98% | 0.92% |
| GR FINANCIAL GROUP, LLC | 02/05/2026 | 3.46 M | $92.30 M | 1.94% | 0.91% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 3.20 M | $85.69 M | 340.83% | 0.84% |
| UBS GROUP AG | 01/29/2026 | 3.45 M | $91.94 M | 60.79% | 0.79% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 3.19 M | $85.03 M | 8.22% | 0.74% |
| DESTINATION WEALTH MANAGEMENT | 02/13/2026 | 3.03 M | $80.74 M | 7.44% | 0.70% |
| FRAGASSO GROUP INC. | 01/07/2026 | 2.55 M | $67.97 M | 3.15% | 0.67% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 02/17/2026 | 2.72 M | $72.56 M | 33.22% | 0.63% |
| CONFLUENCE WEALTH SERVICES, INC. | 01/28/2026 | 2.36 M | $62.92 M | 100.00% | 0.62% |
| HORIZON INVESTMENTS, LLC | 02/02/2026 | 2.35 M | $62.59 M | 2.53% | 0.61% |
| HORIZON WEALTH MANAGEMENT, LLC | 02/04/2026 | 2.22 M | $59.21 M | 4.84% | 0.58% |
| FALCON WEALTH PLANNING | 02/03/2026 | 2.11 M | $56.28 M | 7.53% | 0.55% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 2.10 M | $56.11 M | 4.09% | 0.55% |
| SUMMIT FINANCIAL, LLC | 02/13/2026 | 2.38 M | $63.85 M | 9.96% | 0.55% |
| ROYAL BANK OF CANADA | 02/17/2026 | 2.29 M | $61.14 M | 69.91% | 0.53% |
| FAMILY INVESTMENT CENTER, INC. | 01/23/2026 | 2.00 M | $53.39 M | 7.14% | 0.52% |
| WRIGHT FUND MANAGEMENT, LLC | 01/15/2026 | 1.95 M | $52.00 M | 0.52% | 0.51% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 1.87 M | $49.96 M | 167.06% | 0.49% |
| RIVERFRONT INVESTMENT GROUP, LLC | 02/05/2026 | 1.85 M | $49.36 M | 0.64% | 0.48% |
| APOLLON WEALTH MANAGEMENT, LLC | 01/22/2026 | 1.77 M | $47.11 M | 3.59% | 0.46% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 1.99 M | $52.99 M | 4.55% | 0.46% |
| FUNDAMENTUM, LLC | 01/20/2026 | 1.69 M | $44.99 M | 1.92% | 0.44% |
| RITTER DANIHER FINANCIAL ADVISORY LLC / DE | 02/10/2026 | 1.66 M | $44.22 M | 33.25% | 0.44% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 1.89 M | $50.34 M | 44.86% | 0.44% |
| SUNFLOWER BANK, N.A. | 01/09/2026 | 1.62 M | $43.19 M | 100.00% | 0.42% |
| PROFICIO CAPITAL PARTNERS LLC | 02/12/2026 | 1.82 M | $48.62 M | 10.81% | 0.42% |
| ELLENBECKER INVESTMENT GROUP | 01/30/2026 | 1.59 M | $42.49 M | 8.20% | 0.42% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 01/30/2026 | 1.50 M | $40.02 M | 100.00% | 0.39% |
| GEOWEALTH MANAGEMENT, LLC | 02/17/2026 | 1.66 M | $44.20 M | 6.43% | 0.38% |
| VIGILARE WEALTH MANAGEMENT | 01/07/2026 | 1.34 M | $35.71 M | -1.06% | 0.35% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 1.50 M | $39.89 M | -9.30% | 0.34% |
| KENSINGTON ASSET MANAGEMENT, LLC | 02/13/2026 | 1.48 M | $39.64 M | 2.26% | 0.34% |
| WATERWAY WEALTH MANAGEMENT, LLC | 02/17/2026 | 1.47 M | $37.45 M | 2.76% | 0.34% |
| TCG ADVISORY SERVICES, LLC | 02/17/2026 | 1.44 M | $38.41 M | 2.47% | 0.33% |
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PIMCO Multisector Bond Active Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 657 institutional investors and hedge funds held shares of PIMCO Multisector Bond Active Exchange-Traded Fund. The most heavily invested institutionals were:
ENVESTNET ASSET MANAGEMENT INC: 11.98 M
Sequoia Financial Advisors, LLC: 10.99 M
HighTower Advisors, LLC: 10.78 M
Advance Capital Management, Inc.: 7.11 M
Retirement Planning Group: 6.46 M
UBS Group AG: 4.73 M
80.65% of PIMCO Multisector Bond Active Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 363.17 M shares in the last 24 months. This purchase volume represents approximately $9.65 B in transactions.