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% | 15.80% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 1.16 M | $58.44 M | 10.56% | 5.57% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.16 M | $58.35 M | 5.94% | 5.56% |
| STONEBRIDGE FINANCIAL GROUP, LLC | 04/08/2026 | 1.06 M | $53.29 M | -0.71% | 5.07% |
| CWM, LLC | 05/14/2026 | 796.20 K | $40.17 M | 11.96% | 3.83% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 639.74 K | $32.28 M | -8.03% | 3.07% |
| JPMORGAN CHASE & CO | 05/13/2026 | 636.24 K | $32.07 M | -23.11% | 3.06% |
| LPL FINANCIAL LLC | 05/06/2026 | 548.90 K | $27.69 M | 8.79% | 2.64% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 497.06 K | $25.07 M | -31.38% | 2.39% |
| BILTMORE WEALTH MANAGEMENT, LLC | 04/22/2026 | 418.53 K | $21.11 M | 3.57% | 2.01% |
| TD CAPITAL MANAGEMENT LLC | 05/11/2026 | 402.85 K | $20.32 M | 5.20% | 1.94% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 389.98 K | $19.67 M | 23.05% | 1.87% |
| 05/05/2026 | 362.28 K | $18.28 M | -25.59% | 1.74% | |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 318.04 K | $16.05 M | 6.15% | 1.53% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 277.44 K | $14.00 M | 4.70% | 1.33% |
| CONDOR CAPITAL MANAGEMENT | 05/11/2026 | 268.42 K | $13.54 M | 2.96% | 1.29% |
| SAGESPRING WEALTH PARTNERS, LLC | 05/07/2026 | 266.55 K | $13.45 M | -43.64% | 1.28% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 176.86 K | $8.92 M | 17.89% | 0.85% |
| GATEWAY WEALTH PARTNERS, LLC | 05/15/2026 | 173.81 K | $8.77 M | 124.66% | 0.84% |
| CAPITAL ASSET ADVISORY SERVICES LLC | 04/24/2026 | 168.80 K | $8.53 M | 16.12% | 0.81% |
| KELMAN-LAZAROV, INC. | 04/27/2026 | 161.10 K | $8.13 M | 16.58% | 0.77% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 04/15/2026 | 160.94 K | $8.12 M | 5.65% | 0.77% |
| VISE TECHNOLOGIES, INC. | 04/21/2026 | 147.63 K | $7.45 M | 0.00% | 0.71% |
| QUOTIENT WEALTH PARTNERS, LLC | 04/16/2026 | 133.75 K | $6.75 M | -2.88% | 0.64% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 132.81 K | $6.70 M | 398.32% | 0.64% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 132.75 K | $6.70 M | 8.51% | 0.64% |
| HIGHPOINT ADVISOR GROUP LLC | 05/14/2026 | 130.74 K | $6.60 M | -0.48% | 0.63% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 113.16 K | $5.71 M | 20.67% | 0.54% |
| CRUMLY & ASSOCIATES INC. | 04/02/2026 | 105.09 K | $5.30 M | 15.66% | 0.50% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 98.82 K | $4.99 M | 2.11% | 0.47% |
| CARSONALLARIA WEALTH MANAGEMENT, LTD. | 04/30/2026 | 94.84 K | $4.78 M | -2.34% | 0.46% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 91.78 K | $4.63 M | 6.97% | 0.44% |
| SITTNER & NELSON, LLC | 05/12/2026 | 83.49 K | $4.21 M | -3.42% | 0.40% |
| MBM WEALTH CONSULTANTS, LLC | 04/20/2026 | 79.64 K | $4.02 M | 11.44% | 0.38% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 66.56 K | $3.36 M | 100.00% | 0.32% |
| MILESTONE INVESTMENT ADVISORS LLC | 05/05/2026 | 65.83 K | $3.32 M | 50.32% | 0.32% |
| ABLE FINANCIAL GROUP, LLC | 04/21/2026 | 61.19 K | $3.09 M | -0.28% | 0.29% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 58.06 K | $2.93 M | 3.65% | 0.28% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 57.95 K | $2.92 M | 100.00% | 0.28% |
| YHB INVESTMENT ADVISORS, INC. | 04/13/2026 | 57.69 K | $2.91 M | 19.37% | 0.28% |
| CFS INVESTMENT ADVISORY SERVICES, LLC | 04/29/2026 | 56.96 K | $2.88 M | -3.70% | 0.27% |
| CERTIFIED ADVISORY CORP | 04/17/2026 | 55.11 K | $2.78 M | 8.83% | 0.26% |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 53.42 K | $2.69 M | 139.94% | 0.26% |
| CERITY PARTNERS LLC | 05/15/2026 | 52.83 K | $2.67 M | -18.77% | 0.25% |
| WESTSIDE INVESTMENT MANAGEMENT, INC. | 05/04/2026 | 52.24 K | $2.64 M | -19.49% | 0.25% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 51.18 K | $2.58 M | 100.00% | 0.25% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 49.72 K | $2.51 M | 78.11% | 0.24% |
| UBS GROUP AG | 05/05/2026 | 48.71 K | $2.46 M | -9.97% | 0.23% |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 05/08/2026 | 47.93 K | $2.42 M | 40.69% | 0.23% |
| WAVERLY ADVISORS, LLC | 05/15/2026 | 46.44 K | $2.34 M | -3.38% | 0.22% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 250 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: 3.29 M
CAPTRUST FINANCIAL ADVISORS: 1.16 M
BANK OF AMERICA CORP /DE/: 1.16 M
Stonebridge Financial Group, LLC: 1.06 M
CWM, LLC: 796,197
Cetera Investment Advisers: 639,743
84.48% of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 18.71 M shares in the last 24 months. This purchase volume represents approximately $948.21 M in transactions.