PIMCO ETF TR (HYS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
255
Reporting holders
$857.7M
Reported value
0.0%
Held as options
+20
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $67.6M | 722,783 | 0.00% | 35q | +3.4%+$2.3M |
| ENVESTNET ASSET MANAGEMENT INC | $55.4M | 592,483 | 0.01% | 31q | +1.5%+$816.6K |
| ASSETMARK, INC | $49.7M | 531,701 | 0.09% | 31q | -13.3%-$7.7M |
| OneDigital Investment Advisors LLC | $35.5M | 380,042 | 0.30% | 16q | +7.2%+$2.4M |
| LPL Financial LLC | $34.7M | 371,068 | 0.01% | 31q | +1.4%+$476.9K |
| PNC Financial Services Group, Inc. | $33.4M | 357,262 | 0.02% | 31q | +3.1%+$994.7K |
| Alpine Bank Wealth Management | $32.4M | 346,430 | 4.16% | new | NEW |
| Mid-American Wealth Advisory Group, Inc. | $29.4M | 314,582 | 10.64% | 8q | -5.1%-$1.6M |
| Cetera Investment Advisers | $27.3M | 291,687 | 0.02% | 23q | +3.2%+$843.3K |
| TD PRIVATE CLIENT WEALTH LLC | $22.8M | 243,726 | 0.42% | 27q | +7.2%+$1.5M |
| RMR Wealth Builders | $21.3M | 227,955 | 1.32% | 19q | +11.2%+$2.2M |
| BANK OF AMERICA CORP /DE/ | $20.4M | 218,631 | 0.00% | 31q | +8.3%+$1.6M |
| ROYAL BANK OF CANADA | $20.3M | 217,023 | 0.00% | 31q | +5.8%+$1.1M |
| Bleakley Financial Group, LLC | $17.3M | 185,109 | 0.22% | 5q | -5.0%-$912.1K |
| CONDOR CAPITAL MANAGEMENT | $16.7M | 178,391 | 1.25% | 31q | +3.2%+$524.3K |
| CreativeOne Wealth, LLC | $16.5M | 176,783 | 0.36% | 24q | +5.7%+$891.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $16.4M | 175,434 | 0.02% | 31q | +5.4%+$839.1K |
| WELLS FARGO & COMPANY/MN | $15.2M | 162,247 | 0.00% | 31q | -45.6%-$12.7M |
| Capital Management Associates, Inc | $14.7M | 156,854 | 2.95% | 11q | -3.2%-$486.3K |
| RAYMOND JAMES FINANCIAL INC | $14.1M | 151,165 | 0.00% | 7q | +6.2%+$824.1K |
| Man Group plc | $13.1M | 139,722 | 0.02% | 14q | +65.1%+$5.2M |
| UBS Group AG | $13.0M | 138,966 | 0.00% | 31q | -1.9%-$247.9K |
| AMERIPRISE FINANCIAL INC | $12.3M | 131,557 | 0.00% | 31q | +220.8%+$8.5M |
| OSAIC HOLDINGS, INC. | $11.4M | 122,294 | 0.01% | 26q | -4.8%-$581.2K |
| Beacon Pointe Advisors, LLC | $10.7M | 114,761 | 0.05% | 20q | +4.0%+$411.5K |
| JONES FINANCIAL COMPANIES LLLP | $10.6M | 113,644 | 0.00% | 9q | +25.4%+$2.2M |
| NewEdge Advisors, LLC | $9.3M | 99,493 | 0.03% | new | NEW |
| Allianz Asset Management GmbH | $9.3M | 99,122 | 0.01% | 18q | +1.4%+$125.5K |
| Stratos Wealth Partners, LTD. | $8.3M | 88,619 | 0.08% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $7.9M | 84,422 | 0.00% | 29q | +138.8%+$4.6M |
| One Capital Management, LLC | $6.8M | 73,213 | 0.19% | 2q | HELD |
| Focus Partners Wealth | $6.5M | 69,386 | 0.01% | new | NEW |
| Savant Capital, LLC | $6.1M | 65,662 | 0.02% | new | NEW |
| STIFEL FINANCIAL CORP | $5.8M | 62,411 | 0.00% | 31q | -0.5%-$29.6K |
| BRIGHTON JONES LLC | $5.2M | 55,385 | 0.10% | new | NEW |
| WESBANCO BANK INC | $4.9M | 52,367 | 0.12% | 5q | +11.3%+$498.5K |
| SEAMOUNT FINANCIAL GROUP INC | $4.5M | 48,596 | 1.83% | 11q | +3.4%+$147.7K |
| LARCH CAPITAL PARTNERS LLC | $4.5M | 48,270 | 0.65% | 2q | +3.2%+$141.4K |
| ADAMSBROWN WEALTH CONSULTANTS LLC | $4.5M | 47,925 | 0.85% | 13q | +83.0%+$2.0M |
| Financial & Tax Architects, LLC | $4.1M | 43,808 | 0.86% | 14q | +10.8%+$400.0K |
| BHK Investment Advisors, LLC | $4.1M | 43,400 | 1.21% | 31q | +1.2%+$46.8K |
| Merit Financial Group, LLC | $3.7M | 39,614 | 0.01% | 14q | +93.3%+$1.8M |
| HUNTINGTON NATIONAL BANK | $3.6M | 38,758 | 0.02% | 31q | -7.8%-$307.1K |
| Stokes Capital Advisors, LLC | $3.6M | 38,282 | 0.77% | 10q | +0.8%+$26.9K |
| NewSquare Capital LLC | $3.5M | 37,465 | 0.26% | 31q | +24.7%+$693.5K |
| MML INVESTORS SERVICES, LLC | $3.3M | 35,041 | 0.01% | 31q | +11.1%+$326.3K |
| Mutual Advisors, LLC | $3.0M | 32,414 | 0.06% | 2q | +7.9%+$222.3K |
| Wealthspire Retirement, LLC | $3.0M | 32,063 | 0.16% | 17q | HELD |
| Glass Jacobson Investment Advisors llc | $3.0M | 32,044 | 0.93% | 14q | +4.9%+$140.1K |
| Friedenthal Financial | $3.0M | 31,728 | 1.37% | 17q | +7.5%+$206.1K |
| Concurrent Investment Advisors, LLC | $2.8M | 29,584 | 0.02% | 11q | +1.9%+$50.5K |
| Third View Private Wealth, LLC | $2.6M | 27,964 | 0.32% | new | NEW |
| Advisory Services Network, LLC | $2.5M | 26,346 | 0.03% | 15q | -0.6%-$15.9K |
| Cerity Partners LLC | $2.5M | 26,275 | 0.00% | 2q | +132.0%+$1.4M |
| Precision Wealth Strategies, LLC | $2.2M | 23,033 | 0.65% | 4q | -13.1%-$326.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.0M | 21,879 | 0.00% | 6q | -5.9%-$126.9K |
| Arkadios Wealth Advisors | $1.9M | 20,680 | 0.03% | 3q | -13.1%-$291.0K |
| CIBC Bancorp USA Inc. | $1.8M | 19,680 | 0.00% | 2q | -20.9%-$487.1K |
| Ducere Wealth Management LLC | $1.8M | 18,956 | 0.53% | 2q | +79.5%+$785.0K |
| RFG Advisory, LLC | $1.8M | 18,788 | 0.03% | 2q | +93.5%+$848.8K |
| Kestra Advisory Services, LLC | $1.7M | 18,651 | 0.01% | 24q | +114.6%+$931.4K |
| EVOLUTION WEALTH MANAGEMENT INC. | $1.6M | 16,701 | 0.92% | 4q | +12.8%+$176.8K |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $1.5M | 16,336 | 0.18% | 6q | +5.9%+$84.5K |
| Authentikos Wealth Advisory, LLC | $1.5M | 16,291 | 0.97% | 6q | -2.9%-$45.2K |
| Bellecapital International Ltd. | $1.5M | 15,959 | 0.24% | 25q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.5M | 15,948 | 0.00% | 31q | +90.4%+$708.1K |
| Financial Partners Group, Inc | $1.5M | 15,825 | 0.15% | 5q | HELD |
| Valmark Advisers, Inc. | $1.4M | 15,204 | 0.02% | 31q | -49.3%-$1.4M |
| MILESTONE ASSET MANAGEMENT, LLC | $1.4M | 15,200 | 0.22% | 9q | +8.7%+$113.3K |
| Barden Capital Management, Inc. | $1.4M | 15,116 | 1.30% | 19q | +1.2%+$16.6K |
| RW Investment Management LLC | $1.4M | 14,782 | 0.12% | 2q | +133.1%+$789.4K |
| Koshinski Asset Management, Inc. | $1.4M | 14,707 | 0.07% | 6q | -1.8%-$25.2K |
| PAX Financial Group, LLC | $1.4M | 14,506 | 0.20% | 13q | +12.0%+$145.3K |
| Gotham Asset Management, LLC | $1.3M | 14,284 | 0.00% | 3q | +170.6%+$842.1K |
| IFP Advisors, Inc | $1.2M | 12,608 | 0.02% | 39q | +11.6%+$122.1K |
| GREAT VALLEY ADVISOR GROUP, INC. | $1.2M | 12,513 | 0.02% | 2q | +58.5%+$431.8K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.1M | 11,861 | 0.01% | new | NEW |
| GeoWealth Management, LLC | $1.1M | 11,805 | 0.03% | 27q | -5.7%-$67.0K |
| AE Wealth Management LLC | $1.1M | 11,659 | 0.01% | 31q | -2.1%-$23.5K |
| TD Waterhouse Canada Inc. | $1.1M | 11,566 | 0.00% | 19q | +0.8%+$8.6K |
| Curtis Advisory Group, LLC | $1.1M | 11,330 | 0.21% | 21q | -1.0%-$10.4K |
| IFG Advisory, LLC | $1.0M | 11,056 | 0.04% | 23q | +450.0%+$846.0K |
| HOWARD WEALTH MANAGEMENT, LLC | $955.5K | 10,216 | 0.35% | 16q | +3.4%+$31.8K |
| INVESTED ADVISORS | $945.3K | 10,108 | 0.84% | 4q | -2.5%-$24.7K |
| Allianz SE | $933.0K | 9,977 | 0.01% | 3q | HELD |
| Hillsdale Investment Management Inc. | $928.2K | 9,925 | 0.02% | 31q | +43.3%+$280.6K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $920.6K | 9,844 | 0.01% | 31q | +8.6%+$72.8K |
| VIAWEALTH, LLC | $917.7K | 9,812 | 0.46% | 9q | -19.1%-$217.3K |
| KANE INVESTMENT MANAGEMENT, INC. | $917.2K | 9,808 | 0.39% | 7q | +20.4%+$155.2K |
| Global Retirement Partners, LLC | $910.3K | 9,734 | 0.01% | 16q | +834.2%+$812.9K |
| JPMORGAN CHASE & CO | $887.9K | 9,494 | 0.00% | 12q | -1.6%-$14.6K |
| Golden Reserve Retirement LLC | $875.2K | 9,359 | 0.14% | 3q | +34.2%+$222.9K |
| RAINEY & RANDALL WEALTH ADVISORS INC. | $858.6K | 9,181 | 0.12% | 24q | +1.0%+$8.3K |
| Migdal Insurance & Financial Holdings Ltd. | $831.4K | 8,890 | 0.01% | 10q | HELD |
| Compass Financial Group, Inc. | $826.8K | 8,841 | 0.35% | 24q | -66.0%-$1.6M |
| TrustWell Financial Advisors, LLC | $826.4K | 8,837 | 0.70% | new | NEW |
| Compound Planning, Inc. | $821.5K | 8,784 | 0.02% | 6q | +1.2%+$9.9K |
| Bank of New York Mellon Corp | $814.0K | 8,705 | 0.00% | 12q | +3.5%+$27.3K |
| JANE STREET GROUP, LLC | $813.2K | 8,695 | 0.00% | 3q | -40.8%-$559.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | $800.3K | 8,557 | 0.01% | 6q | +4.7%+$35.9K |
Showing the largest 100 of 268 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 255 | $857.7M | 9,172,231 | 38 | 98 | 58 | 0.0% |
| Q1 2026 | 235 | $803.5M | 8,610,746 | 30 | 89 | 53 | 0.0% |
| Q4 2025 | 224 | $742.6M | 7,829,687 | 23 | 82 | 64 | 0.0% |
| Q3 2025 | 223 | $742.5M | 7,761,473 | 25 | 84 | 56 | 0.0% |
| Q2 2025 | 211 | $811.6M | 8,544,678 | 15 | 80 | 65 | 0.0% |
| Q1 2025 | 214 | $829.6M | 8,858,250 | 20 | 76 | 62 | 0.0% |
| Q4 2024 | 223 | $718.6M | 7,661,378 | 19 | 76 | 70 | 0.0% |
| Q3 2024 | 218 | $866.0M | 9,070,002 | 21 | 75 | 69 | 0.0% |
| Q2 2024 | 204 | $683.7M | 7,381,988 | 18 | 66 | 75 | 0.0% |
| Q1 2024 | 203 | $1.0B | 11,356,464 | 19 | 68 | 74 | 0.0% |
| Q4 2023 | 204 | $835.3M | 8,973,876 | 10 | 64 | 79 | 0.0% |
| Q3 2023 | 213 | $650.4M | 7,202,134 | 22 | 83 | 64 | 0.0% |
| Q2 2023 | 204 | $579.8M | 6,357,702 | 25 | 58 | 74 | 0.0% |
| Q1 2023 | 188 | $775.7M | 8,480,868 | 27 | 52 | 69 | 0.0% |
| Q4 2022 | 179 | $621.1M | 6,969,023 | 29 | 49 | 61 | 0.0% |
| Q3 2022 | 215 | $704.8M | 8,052,974 | 25 | 63 | 73 | 0.0% |
| Q2 2022 | 216 | $694.7M | 7,830,128 | 17 | 64 | 78 | 0.1% |
| Q1 2022 | 237 | $994.7M | 10,448,485 | 18 | 68 | 87 | 0.0% |
| Q4 2021 | 265 | $1.2B | 12,118,165 | 17 | 103 | 58 | 0.0% |
| Q3 2021 | 252 | $1.4B | 14,285,087 | 17 | 93 | 76 | 0.1% |
| Q2 2021 | 252 | $1.6B | 15,936,012 | 23 | 107 | 57 | 0.0% |
| Q1 2021 | 248 | $1.3B | 12,811,336 | 27 | 87 | 67 | 0.0% |
| Q4 2020 | 250 | $1.4B | 13,962,620 | 32 | 80 | 59 | 0.0% |
| Q3 2020 | 224 | $615.8M | 6,559,013 | 41 | 50 | 79 | 0.0% |
| Q2 2020 | 203 | $670.4M | 7,315,991 | 27 | 51 | 77 | 0.2% |
| Q1 2020 | 216 | $640.5M | 7,490,761 | 21 | 77 | 78 | 0.1% |
| Q4 2019 | 248 | $936.9M | 9,260,266 | 19 | 85 | 67 | 0.0% |
| Q3 2019 | 235 | $881.0M | 8,891,630 | 30 | 94 | 60 | 0.0% |
| Q2 2019 | 231 | $769.3M | 7,521,430 | 22 | 66 | 84 | 0.3% |
| Q1 2019 | 253 | $1.0B | 10,046,237 | 48 | 87 | 66 | 0.2% |
| Q4 2018 | 211 | $594.1M | 6,282,754 | 4 | 3 | 10 | 0.2% |