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 | 08/13/2026 | 3.57 M | $180.45 M | 8.63% | 15.67% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 1.37 M | $69.19 M | 18.27% | 6.01% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.28 M | $64.76 M | 10.87% | 5.62% |
| STONEBRIDGE FINANCIAL GROUP, LLC | 07/06/2026 | 1.05 M | $53.06 M | -0.52% | 4.61% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 612.12 K | $30.91 M | -4.32% | 2.68% |
| JPMORGAN CHASE & CO | 08/12/2026 | 606.47 K | $30.65 M | -4.68% | 2.66% |
| LPL FINANCIAL LLC | 08/07/2026 | 599.25 K | $30.26 M | 9.17% | 2.63% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 495.51 K | $24.96 M | -0.31% | 2.17% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 427.46 K | $21.59 M | 34.40% | 1.87% |
| BILTMORE WEALTH MANAGEMENT, LLC | 07/21/2026 | 424.58 K | $21.44 M | 1.45% | 1.86% |
| JOHN A. WOLFE & ASSOCIATES, INC. | 07/30/2026 | 403.45 K | $20.37 M | 11.36% | 1.77% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 402.34 K | $20.32 M | 3.17% | 1.76% |
| TD CAPITAL MANAGEMENT LLC | 08/06/2026 | 401.88 K | $20.29 M | -0.24% | 1.76% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 380.33 K | $19.21 M | 37.09% | 1.67% |
| CONDOR CAPITAL MANAGEMENT | 08/12/2026 | 268.87 K | $13.58 M | 0.17% | 1.18% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 233.00 K | $11.77 M | 31.74% | 1.02% |
| SAGESPRING WEALTH PARTNERS, LLC | 08/03/2026 | 207.75 K | $10.49 M | -22.06% | 0.91% |
| KELMAN-LAZAROV, INC. | 08/10/2026 | 172.33 K | $8.70 M | 6.97% | 0.76% |
| AXXCESS WEALTH MANAGEMENT, LLC | 07/28/2026 | 172.04 K | $8.69 M | 100.00% | 0.75% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 07/15/2026 | 161.57 K | $8.16 M | 0.39% | 0.71% |
| VISE TECHNOLOGIES, INC. | 08/11/2026 | 157.39 K | $7.95 M | 6.61% | 0.69% |
| CAPITAL ASSET ADVISORY SERVICES LLC | 08/14/2026 | 157.02 K | $7.93 M | -6.98% | 0.69% |
| ODYSSEY GROUP, LLC | 08/14/2026 | 149.34 K | $7.54 M | 100.00% | 0.66% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 142.01 K | $7.17 M | 6.93% | 0.64% |
| QUOTIENT WEALTH PARTNERS, LLC | 08/03/2026 | 139.50 K | $7.04 M | 4.30% | 0.61% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 132.62 K | $6.70 M | -0.09% | 0.58% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 127.65 K | $6.45 M | 12.80% | 0.56% |
| CRUMLY & ASSOCIATES INC. | 07/08/2026 | 124.28 K | $6.28 M | 18.26% | 0.55% |
| OPTIMUS CAPITAL ADVISORS, LLC | 07/16/2026 | 109.26 K | $5.52 M | 5.69% | 0.48% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 104.71 K | $5.29 M | 5.96% | 0.46% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 102.36 K | $5.17 M | 11.53% | 0.45% |
| HIGHPOINT ADVISOR GROUP LLC | 08/05/2026 | 97.18 K | $4.91 M | -25.67% | 0.43% |
| MBM WEALTH CONSULTANTS, LLC | 07/24/2026 | 92.08 K | $4.65 M | 15.63% | 0.40% |
| GATEWAY WEALTH PARTNERS, LLC | 08/04/2026 | 80.46 K | $4.06 M | -53.71% | 0.35% |
| ABLE FINANCIAL GROUP, LLC | 07/22/2026 | 77.21 K | $3.90 M | 26.19% | 0.34% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 75.83 K | $3.83 M | 41.97% | 0.33% |
| CARSONALLARIA WEALTH MANAGEMENT, LTD. | 07/28/2026 | 75.77 K | $3.83 M | -20.10% | 0.33% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 73.06 K | $3.69 M | 25.84% | 0.32% |
| YHB INVESTMENT ADVISORS, INC. | 07/14/2026 | 67.61 K | $3.41 M | 17.20% | 0.30% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 66.90 K | $3.38 M | 34.57% | 0.29% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 66.00 K | $3.33 M | 1,071.29% | 0.29% |
| MILESTONE INVESTMENT ADVISORS LLC | 08/14/2026 | 66.00 K | $3.33 M | 0.25% | 0.29% |
| CERTIFIED ADVISORY CORP | 07/16/2026 | 65.01 K | $3.28 M | 17.98% | 0.29% |
| WAVERLY ADVISORS, LLC | 08/14/2026 | 61.59 K | $3.11 M | 32.62% | 0.27% |
| SITTNER & NELSON, LLC | 08/07/2026 | 60.12 K | $3.04 M | -27.99% | 0.26% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 57.44 K | $2.90 M | -0.89% | 0.25% |
| CFS INVESTMENT ADVISORY SERVICES, LLC | 07/16/2026 | 56.77 K | $2.86 M | -0.34% | 0.25% |
| DAVENPORT & CO LLC | 07/13/2026 | 56.43 K | $2.85 M | 26.34% | 0.25% |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 08/05/2026 | 52.47 K | $2.65 M | 9.47% | 0.23% |
| STOKES CAPITAL ADVISORS, LLC | 07/22/2026 | 50.00 K | $2.53 M | 25.00% | 0.22% |
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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 269 institutional investors and hedge funds held shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 3.57 M
CAPTRUST FINANCIAL ADVISORS: 1.37 M
BANK OF AMERICA CORP /DE/: 1.28 M
Stonebridge Financial Group, LLC: 1.05 M
Cetera Investment Advisers: 612,120
JPMORGAN CHASE & CO: 606,473
80.38% of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 20.68 M shares in the last 24 months. This purchase volume represents approximately $1.05 B in transactions.