PIMCO Preferred and Capital Securities Active Exchange-Traded Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GRADIENT INVESTMENTS LLC | 01/08/2026 | 1.08 M | $55.45 M | 3.10% | 27.50% |
| ALLIANZ ASSET MANAGEMENT GMBH | 02/11/2026 | 1.08 M | $55.63 M | -14.92% | 25.90% |
| LPL FINANCIAL LLC | 02/11/2026 | 308.69 K | $15.90 M | 5.61% | 7.40% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 02/13/2026 | 197.99 K | $10.20 M | 64.62% | 4.78% |
| GREAT VALLEY ADVISOR GROUP, INC. | 02/12/2026 | 104.03 K | $5.36 M | 13.03% | 2.50% |
| VISIONARY WEALTH ADVISORS | 02/13/2026 | 93.23 K | $4.80 M | -1.07% | 2.25% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 80.42 K | $4.14 M | 260.01% | 1.94% |
| MARINER, LLC | 02/13/2026 | 48.05 K | $2.48 M | 110.65% | 1.16% |
| SUMMIT FINANCIAL, LLC | 02/13/2026 | 45.99 K | $2.38 M | 3.26% | 1.11% |
| SOL CAPITAL MANAGEMENT CO | 01/30/2026 | 34.34 K | $1.77 M | 4.16% | 0.88% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 34.40 K | $1.77 M | 0.68% | 0.83% |
| BROWN FINANCIAL ADVISORS | 02/17/2026 | 33.05 K | $1.70 M | -0.42% | 0.80% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 31.20 K | $1.61 M | 3.35% | 0.80% |
| PALADIN WEALTH, LLC | 01/15/2026 | 20.24 K | $1.04 M | 0.84% | 0.52% |
| MAGNOLIA CAPITAL ADVISORS LLC | 02/13/2026 | 18.06 K | $930.17 K | 18.30% | 0.44% |
| MATTSON FINANCIAL SERVICES, LLC | 02/12/2026 | 15.87 K | $817.36 K | -0.78% | 0.38% |
| GTS SECURITIES LLC | 02/13/2026 | 15.51 K | $798.82 K | 100.00% | 0.37% |
| FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | 02/06/2026 | 14.47 K | $745.46 K | 59.44% | 0.35% |
| ROYAL BANK OF CANADA | 02/17/2026 | 11.89 K | $612.00 K | -44.10% | 0.29% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 11.14 K | $573.56 K | -0.52% | 0.27% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 8.22 K | $423.00 K | 100.00% | 0.21% |
| JANE STREET GROUP, LLC | 02/12/2026 | 6.36 K | $327.45 K | -32.44% | 0.16% |
| JPMORGAN CHASE & CO | 02/11/2026 | 5.91 K | $304.37 K | -69.74% | 0.15% |
| 02/13/2026 | 5.86 K | $301.99 K | -39.69% | 0.14% | |
| MINICHMACGREGOR WEALTH MANAGEMENT, LLC | 02/17/2026 | 5.69 K | $292.83 K | -3.73% | 0.14% |
| 02/19/2026 | 4.45 K | $229.07 M | 100.00% | 0.11% | |
| KELLEHER FINANCIAL ADVISORS | 01/20/2026 | 3.70 K | $190.69 K | 100.00% | 0.09% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 2.29 K | $117.85 K | 23.14% | 0.06% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 1.99 K | $102.40 K | 0.97% | 0.05% |
| LLOYD ADVISORY SERVICES, LLC. | 02/06/2026 | 1.73 K | $88.84 K | 100.00% | 0.04% |
| EVOLUTION WEALTH MANAGEMENT INC. | 02/10/2026 | 1.11 K | $57.07 K | 10.47% | 0.03% |
| PRIVATE TRUST CO NA | 01/26/2026 | 520 | $26.79 K | 0.00% | 0.01% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 197 | $10.15 K | 100.00% | 0.01% |
| 01/22/2026 | 123 | $6.34 K | 100.00% | 0.00% | |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 100 | $5.15 K | 100.00% | 0.00% |
| ELEVATED CAPITAL ADVISORS, LLC | 01/27/2026 | 68 | $3.49 K | 100.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 21 | $1.08 K | 100.00% | 0.00% |
| EVERSOURCE WEALTH ADVISORS, LLC | 02/06/2026 | 18 | $927 | -68.97% | 0.00% |
| TRIUMPH CAPITAL MANAGEMENT | 02/12/2026 | 4 | $206 | 0.00% | 0.00% |
| MORGAN STANLEY | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
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PIMCO Preferred and Capital Securities Active Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 39 institutional investors and hedge funds held shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund. The most heavily invested institutionals were:
Allianz Asset Management GmbH: 1.08 M
Gradient Investments LLC: 1.08 M
LPL Financial LLC: 308,685
Resources Investment Advisors, LLC.: 197,985
GREAT VALLEY ADVISOR GROUP, INC.: 104,034
Visionary Wealth Advisors: 93,230
84.89% of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 3.67 M shares in the last 24 months. This purchase volume represents approximately $191.93 M in transactions.