PIMCO Short Term Municipal Bond Active Exchange-Traded Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 2.92 M | $147.39 M | -20.19% | 14.98% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.09 M | $55.06 M | -0.59% | 5.60% |
| STONEBRIDGE FINANCIAL GROUP, LLC | 01/21/2026 | 1.06 M | $53.65 M | 1.21% | 5.52% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 1.05 M | $52.84 M | 9.51% | 5.37% |
| JPMORGAN CHASE & CO | 02/11/2026 | 827.42 K | $41.73 M | -13.70% | 4.23% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 724.39 K | $36.62 M | -8.18% | 3.76% |
| CWM, LLC | 01/26/2026 | 711.16 K | $35.86 M | 3.45% | 3.64% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 695.63 K | $35.08 M | -5.44% | 3.57% |
| LPL FINANCIAL LLC | 02/11/2026 | 504.53 K | $25.44 M | 9.49% | 2.58% |
| 03/17/2026 | 486.88 K | $24.55 M | 100.00% | 2.53% | |
| SAGESPRING WEALTH PARTNERS, LLC | 01/07/2026 | 472.90 K | $23.85 M | -15.32% | 2.45% |
| BILTMORE WEALTH MANAGEMENT, LLC | 01/16/2026 | 404.09 K | $20.38 M | 1.44% | 2.10% |
| TD CAPITAL MANAGEMENT LLC | 02/26/2026 | 382.95 K | $19.31 M | 5.11% | 1.99% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 316.93 K | $15.98 M | 5.08% | 1.62% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 299.62 K | $15.11 M | 3.99% | 1.53% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 264.97 K | $13.36 M | -1.02% | 1.36% |
| CONDOR CAPITAL MANAGEMENT | 02/06/2026 | 260.71 K | $13.15 M | 0.51% | 1.33% |
| AXXCESS WEALTH MANAGEMENT, LLC | 02/19/2026 | 172.03 K | $8.68 M | 46.29% | 0.89% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 01/08/2026 | 152.34 K | $7.68 M | 14.57% | 0.79% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 150.02 K | $7.57 M | 10.65% | 0.77% |
| VISE TECHNOLOGIES, INC. | 02/11/2026 | 147.63 K | $7.45 M | 633.26% | 0.76% |
| CAPITAL ASSET ADVISORY SERVICES LLC | 01/09/2026 | 145.37 K | $7.35 M | 23.63% | 0.75% |
| KELMAN-LAZAROV, INC. | 01/26/2026 | 138.19 K | $6.97 M | 2.50% | 0.72% |
| QUOTIENT WEALTH PARTNERS, LLC | 01/22/2026 | 137.72 K | $6.95 M | -3.99% | 0.71% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 122.33 K | $6.17 M | 9.59% | 0.63% |
| CARSONALLARIA WEALTH MANAGEMENT, LTD. | 01/22/2026 | 97.11 K | $4.90 M | 7.33% | 0.50% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 96.78 K | $4.88 M | 6.60% | 0.50% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 93.78 K | $4.73 M | 3.89% | 0.48% |
| CRUMLY & ASSOCIATES INC. | 01/14/2026 | 90.86 K | $4.58 M | 2.72% | 0.47% |
| SITTNER & NELSON, LLC | 02/11/2026 | 86.44 K | $4.39 M | 144.92% | 0.44% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 85.80 K | $4.33 M | 27.71% | 0.44% |
| GATEWAY WEALTH PARTNERS, LLC | 02/11/2026 | 77.37 K | $3.90 M | 10.86% | 0.40% |
| MBM WEALTH CONSULTANTS, LLC | 01/26/2026 | 71.46 K | $3.60 M | 11.52% | 0.37% |
| CITADEL ADVISORS LLC | 02/17/2026 | 65.15 K | $3.29 M | 254.90% | 0.33% |
| CERITY PARTNERS LLC | 02/11/2026 | 65.04 K | $3.28 M | -11.15% | 0.33% |
| WESTSIDE INVESTMENT MANAGEMENT, INC. | 01/23/2026 | 64.89 K | $3.27 M | -6.80% | 0.33% |
| ABLE FINANCIAL GROUP, LLC | 01/23/2026 | 61.36 K | $3.09 M | 14.82% | 0.32% |
| CFS INVESTMENT ADVISORY SERVICES, LLC | 02/10/2026 | 59.15 K | $2.98 M | -1.41% | 0.30% |
| CEDAR POINT CAPITAL PARTNERS, LLC | 02/11/2026 | 56.39 K | $2.84 M | -10.59% | 0.29% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 56.01 K | $2.82 M | 10.39% | 0.29% |
| UBS GROUP AG | 01/29/2026 | 54.10 K | $2.73 M | -19.17% | 0.28% |
| CERTIFIED ADVISORY CORP | 01/12/2026 | 50.64 K | $2.55 M | 2.20% | 0.26% |
| AIFG CONSULTANTS LTD. | 02/04/2026 | 49.33 K | $2.49 M | 3.40% | 0.26% |
| YHB INVESTMENT ADVISORS, INC. | 01/16/2026 | 48.33 K | $2.44 M | 20.68% | 0.25% |
| UNIQUE WEALTH, LLC | 01/06/2026 | 47.85 K | $2.41 M | -29.65% | 0.25% |
| WAVERLY ADVISORS, LLC | 02/17/2026 | 48.06 K | $2.42 M | -0.52% | 0.25% |
| MILESTONE INVESTMENT ADVISORS LLC | 02/11/2026 | 43.80 K | $2.21 M | 13.33% | 0.22% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 41.91 K | $2.11 M | 39.04% | 0.22% |
| INSPIRION WEALTH ADVISORS, LLC | 01/09/2026 | 41.51 K | $2.09 M | -10.27% | 0.22% |
| DAVENPORT & CO LLC | 01/12/2026 | 41.29 K | $2.08 M | 12.22% | 0.21% |
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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 254 institutional investors and hedge funds held shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund. The most heavily invested institutionals were:
Stonebridge Financial Group, LLC: 1.06 M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 497,057
Biltmore Wealth Management, LLC: 418,529
Capital Asset Advisory Services LLC: 168,800
Kelman-Lazarov, Inc.: 161,103
WEBSTERROGERS FINANCIAL ADVISORS, LLC: 160,943
88.42% of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 18.09 M shares in the last 24 months. This purchase volume represents approximately $916.58 M in transactions.