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 |
|---|---|---|---|---|---|
| ALLIANZ ASSET MANAGEMENT GMBH | 11/04/2025 | 1.27 M | $65.75 M | -10.16% | 33.29% |
| GRADIENT INVESTMENTS LLC | 10/06/2025 | 1.04 M | $54.09 M | 4.23% | 27.39% |
| ALLIANZ INVESTMENT MANAGEMENT U.S. LLC | 11/06/2025 | 360.00 K | $18.65 M | 0.00% | 9.44% |
| LPL FINANCIAL LLC | 11/12/2025 | 292.28 K | $15.14 M | -6.12% | 7.67% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 11/10/2025 | 120.27 K | $6.23 M | 37.06% | 3.15% |
| VISIONARY WEALTH ADVISORS | 11/13/2025 | 94.24 K | $4.88 M | -16.69% | 2.47% |
| GREAT VALLEY ADVISOR GROUP, INC. | 11/14/2025 | 92.04 K | $4.77 M | 36.25% | 2.41% |
| SUMMIT FINANCIAL, LLC | 11/14/2025 | 44.54 K | $2.31 M | 100.00% | 1.17% |
| INTEGRATED WEALTH CONCEPTS LLC | 11/14/2025 | 34.17 K | $1.77 M | 100.00% | 0.90% |
| BROWN FINANCIAL ADVISORS | 11/14/2025 | 33.19 K | $1.72 M | 3.21% | 0.87% |
| SOL CAPITAL MANAGEMENT CO | 10/29/2025 | 32.97 K | $1.71 M | 3.00% | 0.86% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 30.19 K | $1.56 M | 0.66% | 0.79% |
| MARINER, LLC | 11/14/2025 | 22.81 K | $1.18 M | 0.76% | 0.60% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 22.34 K | $1.16 M | -41.16% | 0.59% |
| ROYAL BANK OF CANADA | 11/14/2025 | 21.27 K | $1.10 M | 94.14% | 0.56% |
| PALADIN WEALTH, LLC | 10/14/2025 | 20.07 K | $1.04 M | 0.30% | 0.53% |
| JPMORGAN CHASE & CO | 11/26/2025 | 19.53 K | $1.01 M | 44,286.36% | 0.51% |
| MATTSON FINANCIAL SERVICES, LLC | 10/17/2025 | 15.99 K | $828.44 K | 2.45% | 0.42% |
| MAGNOLIA CAPITAL ADVISORS LLC | 11/13/2025 | 15.26 K | $790.68 K | -26.17% | 0.40% |
| AE WEALTH MANAGEMENT LLC | 11/03/2025 | 11.19 K | $579.76 K | -6.98% | 0.29% |
| 11/04/2025 | 9.72 K | $503.56 K | 100.00% | 0.26% | |
| JANE STREET GROUP, LLC | 11/14/2025 | 9.41 K | $487.39 K | 100.00% | 0.25% |
| FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | 10/27/2025 | 9.08 K | $470.19 K | 24.55% | 0.24% |
| MINICHMACGREGOR WEALTH MANAGEMENT, LLC | 10/28/2025 | 5.91 K | $305.88 K | -21.99% | 0.15% |
| GLOBAL RETIREMENT PARTNERS, LLC | 10/21/2025 | 1.97 K | $102.01 K | -2.28% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 1.86 K | $95.21 K | -1.22% | 0.05% |
| STRATEGIC WEALTH PARTNERS, LTD. | 11/14/2025 | 1.04 K | $53.61 K | 100.00% | 0.03% |
| EVOLUTION WEALTH MANAGEMENT INC. | 10/23/2025 | 1.00 K | $51.96 K | 100.00% | 0.03% |
| PRIVATE TRUST CO NA | 10/15/2025 | 520 | $26.94 K | 0.00% | 0.01% |
| MORGAN STANLEY | 11/14/2025 | 269 | $13.93 K | 78.15% | 0.01% |
| EVERSOURCE WEALTH ADVISORS, LLC | 11/10/2025 | 58 | $3.00 K | -50.43% | 0.00% |
| TRIUMPH CAPITAL MANAGEMENT | 11/17/2025 | 4 | $207 | 100.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| FLOW TRADERS U.S. LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 12/02/2025 | 0 | $0 | -100.00% | 0.00% |
| MID-AMERICAN WEALTH ADVISORY GROUP, INC. | 10/20/2025 | 0 | $0 | -100.00% | 0.00% |
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 Preferred and Capital Securities Active Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 27 institutional investors and hedge funds held shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund. The most heavily invested institutionals were:
SOL Capital Management CO: 34,335
Paladin Wealth, LLC: 20,241
Elevated Capital Advisors, LLC: 68
Allianz Asset Management GmbH: 1.27 M
Allianz Investment Management U.S. LLC: 360,000
LPL Financial LLC: 292,283
95.39% of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.53 M shares in the last 24 months. This purchase volume represents approximately $130.95 M in transactions.