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% |
| 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 B | -1.07% | 2.25% |
| 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% |
| 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% |
| 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 M | -44.10% | 0.29% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 11.14 K | $573.56 M | -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 M | -32.44% | 0.15% |
| JPMORGAN CHASE & CO | 02/11/2026 | 5.91 K | $304.37 K | -69.74% | 0.15% |
| 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 M | 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 M | 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 | $927.00 K | -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% |
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, 33 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
GREAT VALLEY ADVISOR GROUP, INC.: 104,034
Visionary Wealth Advisors: 93,230
Mariner, LLC: 48,049
30.45% of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 3.30 M shares in the last 24 months. This purchase volume represents approximately $172.39 M in transactions.