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 | 11/14/2025 | 3.66 M | $185.20 M | 10.55% | 19.03% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 1.10 M | $55.54 M | 4.33% | 5.71% |
| STONEBRIDGE FINANCIAL GROUP, LLC | 10/20/2025 | 1.05 M | $53.16 M | -1.16% | 5.46% |
| JPMORGAN CHASE & CO | 11/26/2025 | 958.79 K | $48.49 M | 7.33% | 4.98% |
| CAPTRUST FINANCIAL ADVISORS | 11/19/2025 | 956.85 K | $48.39 M | 82.58% | 4.97% |
| DYNASTY WEALTH MANAGEMENT, LLC | 10/29/2025 | 791.57 K | $40.03 M | 100.00% | 4.11% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 788.94 K | $39.81 M | -6.33% | 4.10% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 735.63 K | $37.20 M | 7.98% | 3.82% |
| CWM, LLC | 10/15/2025 | 687.47 K | $34.77 M | 27.22% | 3.57% |
| SAGESPRING WEALTH PARTNERS, LLC | 10/31/2025 | 558.43 K | $28.24 M | -2.32% | 2.90% |
| LPL FINANCIAL LLC | 11/12/2025 | 460.82 K | $23.30 M | 2.79% | 2.39% |
| BILTMORE WEALTH MANAGEMENT, LLC | 10/22/2025 | 398.37 K | $20.15 M | -7.36% | 2.07% |
| TD CAPITAL MANAGEMENT LLC | 11/24/2025 | 364.35 K | $18.42 M | -1.21% | 1.89% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 301.62 K | $15.25 M | -1.29% | 1.57% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 288.13 K | $14.57 M | 49.58% | 1.50% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 267.71 K | $13.54 M | 4.16% | 1.39% |
| CONDOR CAPITAL MANAGEMENT | 11/07/2025 | 259.39 K | $13.12 M | -0.13% | 1.35% |
| QUOTIENT WEALTH PARTNERS, LLC | 10/10/2025 | 143.45 K | $7.25 M | -1.72% | 0.75% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 135.58 K | $6.86 M | 16.89% | 0.70% |
| KELMAN-LAZAROV, INC. | 11/12/2025 | 134.81 K | $6.82 M | 12.85% | 0.70% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 10/09/2025 | 132.97 K | $6.72 M | 3.35% | 0.69% |
| CAPITAL ASSET ADVISORY SERVICES LLC | 10/02/2025 | 117.59 K | $5.95 M | 21.90% | 0.61% |
| AXXCESS WEALTH MANAGEMENT, LLC | 11/07/2025 | 117.59 K | $5.95 M | 21.39% | 0.61% |
| ALLWORTH FINANCIAL LP | 12/02/2025 | 111.63 K | $5.65 M | 14.02% | 0.58% |
| INTEGRATED WEALTH CONCEPTS LLC | 11/14/2025 | 97.55 K | $4.93 M | 2,247.28% | 0.51% |
| MAI CAPITAL MANAGEMENT | 11/10/2025 | 90.79 K | $4.59 M | -0.13% | 0.47% |
| CARSONALLARIA WEALTH MANAGEMENT, LTD. | 10/28/2025 | 90.47 K | $4.58 M | -4.96% | 0.47% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 90.27 K | $4.56 M | 0.19% | 0.47% |
| CRUMLY & ASSOCIATES INC. | 11/03/2025 | 88.45 K | $4.47 M | 28.22% | 0.46% |
| CERITY PARTNERS LLC | 10/22/2025 | 73.21 K | $3.70 M | -4.55% | 0.38% |
| DAVIS R M INC | 11/12/2025 | 72.52 K | $3.67 M | 6.07% | 0.38% |
| GATEWAY WEALTH PARTNERS, LLC | 11/06/2025 | 69.79 K | $3.53 M | 100.00% | 0.36% |
| WESTSIDE INVESTMENT MANAGEMENT, INC. | 11/04/2025 | 69.63 K | $3.52 M | 0.00% | 0.36% |
| UNIQUE WEALTH, LLC | 10/21/2025 | 68.02 K | $3.44 M | -2.65% | 0.35% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 67.18 K | $3.40 M | -29.17% | 0.35% |
| UBS GROUP AG | 11/13/2025 | 66.93 K | $3.38 M | -10.75% | 0.35% |
| MBM WEALTH CONSULTANTS, LLC | 10/31/2025 | 64.08 K | $3.24 M | 5.94% | 0.33% |
| CEDAR POINT CAPITAL PARTNERS, LLC | 10/22/2025 | 63.06 K | $3.19 M | 1.71% | 0.33% |
| CFS INVESTMENT ADVISORY SERVICES, LLC | 10/31/2025 | 60.00 K | $3.03 M | -0.27% | 0.31% |
| FLOW TRADERS U.S. LLC | 11/14/2025 | 54.78 K | $2.77 M | 100.00% | 0.28% |
| ABLE FINANCIAL GROUP, LLC | 10/10/2025 | 53.44 K | $2.70 M | -26.25% | 0.28% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 50.74 K | $2.57 M | 17.12% | 0.26% |
| CERTIFIED ADVISORY CORP | 11/13/2025 | 49.55 K | $2.51 M | 5.39% | 0.26% |
| WAVERLY ADVISORS, LLC | 11/14/2025 | 48.32 K | $2.44 M | -3.40% | 0.25% |
| AIFG CONSULTANTS LTD. | 10/14/2025 | 47.71 K | $2.41 M | 12.69% | 0.25% |
| INSPIRION WEALTH ADVISORS, LLC | 10/06/2025 | 46.26 K | $2.34 M | 13.49% | 0.24% |
| WRIGHT FUND MANAGEMENT, LLC | 10/20/2025 | 41.30 K | $2.09 M | 100.00% | 0.21% |
| YHB INVESTMENT ADVISORS, INC. | 10/08/2025 | 40.05 K | $2.03 M | 0.48% | 0.21% |
| PAX FINANCIAL GROUP, LLC | 11/04/2025 | 39.88 K | $2.02 M | -12.23% | 0.21% |
| MILESTONE INVESTMENT ADVISORS LLC | 11/14/2025 | 38.65 K | $1.95 M | 19.00% | 0.20% |
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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 168 institutional investors and hedge funds held shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund. The most heavily invested institutionals were:
Stonebridge Financial Group, LLC: 1.06 M
Biltmore Wealth Management, LLC: 404,093
Quotient Wealth Partners, LLC: 137,720
CarsonAllaria Wealth Management, Ltd.: 97,107
Crumly & Associates Inc.: 90,860
YHB Investment Advisors, Inc.: 48,327
92.56% of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 15.23 M shares in the last 24 months. This purchase volume represents approximately $772.69 M in transactions.