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/ | 05/18/2026 | 23.09 M | $604.90 M | 26.92% | 4.11% |
| MORGAN STANLEY | 05/15/2026 | 21.00 M | $550.23 M | 22.70% | 3.74% |
| LPL FINANCIAL LLC | 05/06/2026 | 18.01 M | $471.82 M | 23.48% | 3.21% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 15.01 M | $393.34 M | 100.00% | 2.67% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 11.98 M | $313.90 M | 106.66% | 2.13% |
| SEQUOIA FINANCIAL ADVISORS, LLC | 04/30/2026 | 10.99 M | $288.07 M | 16.23% | 1.96% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 10.78 M | $282.35 M | 16.28% | 1.92% |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 7.95 M | $208.17 M | 22.63% | 1.42% |
| ADVANCE CAPITAL MANAGEMENT, INC. | 04/29/2026 | 7.11 M | $186.28 M | 44.69% | 1.27% |
| WELLS FARGO & COMPANY/MN | 07/08/2026 | 6.90 M | $180.84 M | 55.18% | 1.23% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 6.90 M | $180.80 M | 24.43% | 1.23% |
| RETIREMENT PLANNING GROUP | 05/04/2026 | 6.46 M | $169.35 M | 12.06% | 1.15% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 5.61 M | $146.96 M | 7.57% | 1.00% |
| CWM, LLC | 05/14/2026 | 5.00 M | $131.12 M | 18.65% | 0.89% |
| UBS GROUP AG | 05/05/2026 | 4.73 M | $123.91 M | 37.24% | 0.84% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 05/15/2026 | 4.59 M | $120.48 M | 68.81% | 0.82% |
| TRUWEALTH ADVISORS, LLC | 04/09/2026 | 4.23 M | $110.83 M | 3.92% | 0.75% |
| ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 05/12/2026 | 3.92 M | $102.79 M | 9.29% | 0.70% |
| KRILOGY FINANCIAL LLC | 04/17/2026 | 3.75 M | $99.41 M | 6.01% | 0.67% |
| GR FINANCIAL GROUP, LLC | 05/11/2026 | 3.49 M | $91.34 M | 0.78% | 0.62% |
| WCG WEALTH ADVISORS LLC | 05/12/2026 | 3.40 M | $89.09 M | -2.46% | 0.61% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 3.31 M | $86.69 M | 1,968.44% | 0.59% |
| DESTINATION WEALTH MANAGEMENT | 05/15/2026 | 3.19 M | $83.57 M | 5.41% | 0.57% |
| HORIZON INVESTMENTS, LLC | 05/15/2026 | 3.15 M | $81.67 M | 34.11% | 0.56% |
| JANE STREET GROUP, LLC | 05/12/2026 | 3.01 M | $78.79 M | 100.00% | 0.54% |
| CONFLUENCE WEALTH SERVICES, INC. | 05/07/2026 | 2.99 M | $78.21 M | 26.58% | 0.53% |
| ROYAL BANK OF CANADA | 05/15/2026 | 2.88 M | $75.57 M | 25.88% | 0.51% |
| FRAGASSO GROUP INC. | 04/07/2026 | 2.70 M | $70.79 M | 5.94% | 0.48% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 2.68 M | $70.24 M | 43.18% | 0.48% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 2.58 M | $67.67 M | -18.95% | 0.46% |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 2.50 M | $65.42 M | 4.82% | 0.44% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 2.46 M | $64.33 M | 30.14% | 0.44% |
| FALCON WEALTH PLANNING | 04/21/2026 | 2.37 M | $62.06 M | 12.29% | 0.42% |
| JOURNEY ADVISORY GROUP, LLC | 05/05/2026 | 2.30 M | $60.26 M | 100.00% | 0.41% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 05/05/2026 | 2.25 M | $58.95 M | 50.00% | 0.40% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 2.16 M | $56.60 M | 2.71% | 0.38% |
| FAMILY INVESTMENT CENTER, INC. | 04/24/2026 | 2.13 M | $55.86 M | 6.54% | 0.38% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 2.13 M | $55.85 M | -33.46% | 0.38% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 1.95 M | $51.06 M | 122.27% | 0.35% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 1.91 M | $49.97 M | 85.01% | 0.34% |
| FUNDAMENTUM, LLC | 04/28/2026 | 1.88 M | $49.24 M | 11.46% | 0.33% |
| RIVERFRONT INVESTMENT GROUP, LLC | 05/11/2026 | 1.87 M | $49.03 M | 1.15% | 0.33% |
| APOLLON WEALTH MANAGEMENT, LLC | 04/22/2026 | 1.86 M | $48.67 M | 5.20% | 0.33% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 1.85 M | $48.43 M | -6.93% | 0.33% |
| RITTER DANIHER FINANCIAL ADVISORY LLC / DE | 05/06/2026 | 1.75 M | $45.81 M | 5.48% | 0.31% |
| GEOWEALTH MANAGEMENT, LLC | 05/13/2026 | 1.73 M | $45.44 M | 4.70% | 0.31% |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 05/08/2026 | 1.72 M | $45.18 M | 100.00% | 0.31% |
| ELLENBECKER INVESTMENT GROUP | 04/23/2026 | 1.71 M | $44.89 M | 7.57% | 0.31% |
| SUNFLOWER BANK, N.A. | 04/10/2026 | 1.70 M | $44.53 M | 4.99% | 0.30% |
| KENSINGTON ASSET MANAGEMENT, LLC | 05/21/2026 | 1.69 M | $44.29 M | 14.53% | 0.30% |
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PIMCO Multisector Bond Active Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 705 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: 13.55 M
Sequoia Financial Advisors, LLC: 12.4 M
HighTower Advisors, LLC: 11.49 M
AE Wealth Management LLC: 7.45 M
Retirement Planning Group: 7.17 M
State of New Jersey Common Pension Fund D: 4.5 M
69.97% of PIMCO Multisector Bond Active Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 428.44 M shares in the last 24 months. This purchase volume represents approximately $11.38 B in transactions.