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/ | 08/14/2026 | 25.06 M | $664.56 M | 8.54% | 4.45% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 23.40 M | $620.67 M | 55.89% | 4.16% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 23.40 M | $620.67 M | 100.00% | 4.16% |
| MORGAN STANLEY | 08/13/2026 | 23.23 M | $616.09 M | 10.62% | 4.13% |
| LPL FINANCIAL LLC | 08/07/2026 | 21.37 M | $566.63 M | 18.65% | 3.79% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 13.55 M | $359.39 M | 13.11% | 2.41% |
| SEQUOIA FINANCIAL ADVISORS, LLC | 07/17/2026 | 12.40 M | $328.88 M | 12.79% | 2.20% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 11.49 M | $304.83 M | 6.66% | 2.04% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 9.86 M | $261.47 M | 42.84% | 1.75% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 7.95 M | $210.78 M | 15.17% | 1.41% |
| ADVANCE CAPITAL MANAGEMENT, INC. | 08/13/2026 | 7.57 M | $200.83 M | 6.51% | 1.35% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 7.45 M | $197.62 M | -6.21% | 1.32% |
| PURE FINANCIAL ADVISORS, LLC | 08/17/2026 | 7.29 M | $193.35 M | 100.00% | 1.29% |
| RETIREMENT PLANNING GROUP | 08/05/2026 | 7.17 M | $190.24 M | 10.98% | 1.27% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 6.45 M | $171.01 M | 14.96% | 1.15% |
| UBS GROUP AG | 08/13/2026 | 5.61 M | $148.80 M | 18.64% | 1.00% |
| WCG WEALTH ADVISORS LLC | 08/14/2026 | 5.41 M | $143.48 M | 59.12% | 0.96% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 08/17/2026 | 5.16 M | $136.69 M | 12.42% | 0.92% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 08/04/2026 | 4.50 M | $119.34 M | 100.00% | 0.80% |
| WAVERLY ADVISORS, LLC | 08/14/2026 | 4.42 M | $117.15 M | 32,509.50% | 0.78% |
| DESTINATION WEALTH MANAGEMENT | 08/14/2026 | 4.27 M | $113.28 M | 33.91% | 0.76% |
| ROYAL BANK OF CANADA | 08/14/2026 | 4.14 M | $109.75 M | 43.48% | 0.74% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 4.07 M | $107.89 M | 88.32% | 0.72% |
| ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 07/29/2026 | 4.04 M | $107.13 M | 2.96% | 0.72% |
| KRILOGY FINANCIAL LLC | 07/27/2026 | 4.02 M | $106.73 M | 7.40% | 0.71% |
| SNS FINANCIAL GROUP, LLC | 08/11/2026 | 3.64 M | $96.51 M | 100.00% | 0.65% |
| CONFLUENCE WEALTH SERVICES, INC. | 07/22/2026 | 3.60 M | $95.35 M | 20.44% | 0.64% |
| GR FINANCIAL GROUP, LLC | 08/03/2026 | 3.54 M | $93.88 M | 1.54% | 0.63% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 3.35 M | $88.88 M | 1.29% | 0.60% |
| HORIZON INVESTMENTS, LLC | 08/13/2026 | 3.29 M | $86.32 M | 4.57% | 0.58% |
| WRIGHT FUND MANAGEMENT, LLC | 07/10/2026 | 3.28 M | $87.00 M | 100.00% | 0.58% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 3.18 M | $84.23 M | 29.37% | 0.56% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 3.17 M | $84.04 M | 18.19% | 0.56% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 2.98 M | $79.11 M | 93.41% | 0.53% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 2.95 M | $78.21 M | 14.17% | 0.52% |
| FRAGASSO GROUP INC. | 07/09/2026 | 2.91 M | $77.10 M | 7.72% | 0.52% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 2.85 M | $75.52 M | 14.05% | 0.51% |
| MODERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 2.78 M | $73.73 M | 2,520.71% | 0.49% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 2.55 M | $67.64 M | 30.86% | 0.45% |
| FALCON WEALTH PLANNING | 07/13/2026 | 2.53 M | $67.09 M | 6.80% | 0.45% |
| APOLLON WEALTH MANAGEMENT, LLC | 07/23/2026 | 2.50 M | $66.29 M | 34.56% | 0.44% |
| FAMILY INVESTMENT CENTER, INC. | 07/23/2026 | 2.39 M | $63.45 M | 12.21% | 0.42% |
| JOURNEY ADVISORY GROUP, LLC | 08/04/2026 | 2.39 M | $63.45 M | 4.01% | 0.42% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 2.32 M | $61.06 M | 9.00% | 0.41% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 2.10 M | $55.62 M | 9.97% | 0.37% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 1.90 M | $50.27 M | 2.55% | 0.34% |
| ELLENBECKER INVESTMENT GROUP | 07/27/2026 | 1.88 M | $49.97 M | 9.98% | 0.33% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 1.88 M | $49.93 M | 17.72% | 0.33% |
| RIVERFRONT INVESTMENT GROUP, LLC | 07/29/2026 | 1.87 M | $49.72 M | 0.18% | 0.33% |
| VICKERMAN INVESTMENT ADVISORS, INC. | 08/14/2026 | 1.85 M | $48.99 M | 12.98% | 0.33% |
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PIMCO Multisector Bond Active Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 781 institutional investors and hedge funds held shares of PIMCO Multisector Bond Active Exchange-Traded Fund. The most heavily invested institutionals were:
BANK OF AMERICA CORP /DE/: 25.06 M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 23.4 M
Sixth Street Partners Management Company, L.P.: 23.4 M
MORGAN STANLEY: 23.23 M
LPL Financial LLC: 21.37 M
ENVESTNET ASSET MANAGEMENT INC: 13.55 M
86.75% of PIMCO Multisector Bond Active Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 504.43 M shares in the last 24 months. This purchase volume represents approximately $13.40 B in transactions.