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 | 05/15/2026 | 3.29 M | $165.96 M | 12.55% | 14.46% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 1.16 M | $58.44 M | 10.56% | 5.09% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.16 M | $58.35 M | 5.94% | 5.09% |
| STONEBRIDGE FINANCIAL GROUP, LLC | 04/08/2026 | 1.06 M | $53.29 M | -0.71% | 4.64% |
| CWM, LLC | 05/14/2026 | 796.20 K | $40.17 M | 11.96% | 3.50% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 639.74 K | $32.28 M | -8.03% | 2.81% |
| JPMORGAN CHASE & CO | 05/13/2026 | 636.24 K | $32.07 M | -23.11% | 2.80% |
| LPL FINANCIAL LLC | 05/06/2026 | 548.90 K | $27.69 M | 8.79% | 2.41% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 497.06 K | $25.07 M | -31.38% | 2.19% |
| BILTMORE WEALTH MANAGEMENT, LLC | 04/22/2026 | 418.53 K | $21.11 M | 3.57% | 1.84% |
| TD CAPITAL MANAGEMENT LLC | 05/11/2026 | 402.85 K | $20.32 M | 5.20% | 1.77% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 389.98 K | $19.67 M | 23.05% | 1.71% |
| 05/05/2026 | 362.28 K | $18.28 M | -25.59% | 1.59% | |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 318.04 K | $16.05 M | 6.15% | 1.40% |
| WELLS FARGO & COMPANY/MN | 07/08/2026 | 277.44 K | $14.00 M | 4.70% | 1.22% |
| CONDOR CAPITAL MANAGEMENT | 05/11/2026 | 268.42 K | $13.54 M | 2.96% | 1.18% |
| SAGESPRING WEALTH PARTNERS, LLC | 05/07/2026 | 266.55 K | $13.45 M | -43.64% | 1.17% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 176.86 K | $8.92 M | 17.89% | 0.78% |
| GATEWAY WEALTH PARTNERS, LLC | 05/15/2026 | 173.81 K | $8.77 M | 124.66% | 0.76% |
| CAPITAL ASSET ADVISORY SERVICES LLC | 04/24/2026 | 168.80 K | $8.53 M | 16.12% | 0.74% |
| KELMAN-LAZAROV, INC. | 04/27/2026 | 161.10 K | $8.13 M | 16.58% | 0.71% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 04/15/2026 | 160.94 K | $8.12 M | 5.65% | 0.71% |
| VISE TECHNOLOGIES, INC. | 04/21/2026 | 147.63 K | $7.45 M | 0.00% | 0.65% |
| QUOTIENT WEALTH PARTNERS, LLC | 04/16/2026 | 133.75 K | $6.75 M | -2.88% | 0.59% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 132.81 K | $6.70 M | 398.32% | 0.58% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 132.75 K | $6.70 M | 8.51% | 0.58% |
| HIGHPOINT ADVISOR GROUP LLC | 05/14/2026 | 130.74 K | $6.60 M | -0.48% | 0.57% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 113.16 K | $5.71 M | 20.67% | 0.50% |
| CRUMLY & ASSOCIATES INC. | 04/02/2026 | 105.09 K | $5.30 M | 15.66% | 0.46% |
| 06/24/2026 | 103.38 K | $5.22 M | 8.48% | 0.45% | |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 98.82 K | $4.99 M | 2.11% | 0.43% |
| CARSONALLARIA WEALTH MANAGEMENT, LTD. | 04/30/2026 | 94.84 K | $4.78 M | -2.34% | 0.42% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 91.78 K | $4.63 M | 6.97% | 0.40% |
| SITTNER & NELSON, LLC | 05/12/2026 | 83.49 K | $4.21 M | -3.42% | 0.37% |
| MBM WEALTH CONSULTANTS, LLC | 04/20/2026 | 79.64 K | $4.02 M | 11.44% | 0.35% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 66.56 K | $3.36 M | 100.00% | 0.29% |
| MILESTONE INVESTMENT ADVISORS LLC | 05/05/2026 | 65.83 K | $3.32 M | 50.32% | 0.29% |
| ABLE FINANCIAL GROUP, LLC | 04/21/2026 | 61.19 K | $3.09 M | -0.28% | 0.27% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 58.06 K | $2.93 M | 3.65% | 0.26% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 57.95 K | $2.92 M | 100.00% | 0.25% |
| YHB INVESTMENT ADVISORS, INC. | 04/13/2026 | 57.69 K | $2.91 M | 19.37% | 0.25% |
| CFS INVESTMENT ADVISORY SERVICES, LLC | 04/29/2026 | 56.96 K | $2.88 M | -3.70% | 0.25% |
| CERTIFIED ADVISORY CORP | 04/17/2026 | 55.11 K | $2.78 M | 8.83% | 0.24% |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 53.42 K | $2.69 M | 139.94% | 0.23% |
| CERITY PARTNERS LLC | 05/15/2026 | 52.83 K | $2.67 M | -18.77% | 0.23% |
| WESTSIDE INVESTMENT MANAGEMENT, INC. | 05/04/2026 | 52.24 K | $2.64 M | -19.49% | 0.23% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 51.18 K | $2.58 M | 100.00% | 0.23% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 49.72 K | $2.51 M | 78.11% | 0.22% |
| UBS GROUP AG | 05/05/2026 | 48.71 K | $2.46 M | -9.97% | 0.21% |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 05/08/2026 | 47.93 K | $2.42 M | 40.69% | 0.21% |
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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 251 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: 1.05 M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 495,505
Biltmore Wealth Management, LLC: 424,580
TD Capital Management LLC: 401,878
SAGESPRING WEALTH PARTNERS, LLC: 207,752
AXXCESS WEALTH MANAGEMENT, LLC: 172,039
77.76% of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 19.05 M shares in the last 24 months. This purchase volume represents approximately $965.56 M in transactions.