PIMCO 0-5 Year H/Y Corp. BondHYSETF
13F holders, Q2 2026 (June 30)267holders +21
38new positions
16sold out
2famous investors
$93.51avg. 13F price*
At the end of Q2 2026, 267 institutions reported holding PIMCO 0-5 Year H/Y Corp. Bond (HYS) in their 13F filings, up 21 from Q1 2026. 38 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($67.6M), Envestnet Asset Management Inc. ($55.4M) and Assetmark, Inc. ($49.7M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- PIMCO 0-5 Year H/Y Corp. Bond
- Filed as
- PIMCO ETF TR (Q2 2026)
- CUSIP
- 72201R783
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $68.8M |
| Exits | 16 | $5.4M |
All 13F filers, Q1 2026 → Q2 2026: 1,341,655 shares bought and 287,247 shares sold, net +1,054,408 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 267 holders
| Morgan Stanley | 0.00% | Add +3.5% | 722,783 | $67.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.5% | 592,483 | $55.4M |
| Assetmark, Inc. | 0.09% | Reduce -13.3% | 531,701 | $49.7M |
| OneDigital Investment Advisors LLC | 0.30% | Add +7.2% | 380,042 | $35.5M |
| LPL Financial LLC | 0.01% | Add +1.4% | 371,068 | $34.7M |
| PNC Financial Services Group, Inc. | 0.02% | Add +3.1% | 357,262 | $33.4M |
| Alpine Bank Wealth Management | 4.16% | New | 346,430 | $32.4M |
| Mid-American Wealth Advisory Group, Inc. | 10.64% | Reduce -5.1% | 314,582 | $29.4M |
| Cetera Investment Advisers | 0.02% | Add +3.2% | 291,687 | $27.3M |
| TD Private Client Wealth LLC | 0.42% | Add +7.2% | 243,726 | $22.8M |
| RMR Wealth Builders | 1.32% | Add +11.3% | 227,955 | $21.3M |
| Bank of America Corp. | 0.00% | Add +8.3% | 218,631 | $20.4M |
| Royal Bank of Canada | 0.00% | Add +5.8% | 217,023 | $20.3M |
| Bleakley Financial Group, LLC | 0.22% | Reduce -5.0% | 185,109 | $17.3M |
| Condor Capital Management | 1.25% | Add +3.2% | 178,391 | $16.7M |
| CreativeOne Wealth, LLC | 0.36% | Add +5.7% | 176,783 | $16.5M |
| Commonwealth Equity Services, LLC | 0.02% | Add +5.4% | 175,434 | $16.4M |
| Wells Fargo & Company | 0.00% | Add +8.8% | 162,247 | $15.2M |
| Capital Management Associates, Inc | 2.95% | Reduce -3.2% | 156,854 | $14.7M |
| Raymond James Financial Inc. | 0.00% | Add +6.2% | 151,165 | $14.1M |
| Man Group plc | 0.02% | Add +65.1% | 139,722 | $13.1M |
| UBS Group AG | 0.00% | Reduce -1.9% | 138,966 | $13.0M |
| Ameriprise Financial Inc. | 0.00% | Add +541.6% | 131,557 | $12.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.8% | 122,294 | $11.4M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +4.0% | 114,761 | $10.7M |
| Jones Financial Companies LLLP | 0.00% | Add +25.4% | 113,644 | $10.6M |
| NewEdge Advisors, LLC | 0.03% | Add +34.2% | 99,493 | $9.3M |
| Allianz Asset Management GmbH | 0.01% | Add +1.4% | 99,122 | $9.3M |
| Stratos Wealth Partners, LTD. | 0.08% | New | 88,619 | $8.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -14.8% | 80,211 | $7.5M |
| One Capital Management, LLC | 0.19% | No change | 73,213 | $6.8M |
| Focus Partners Wealth | 0.01% | New | 69,386 | $6.5M |
| Savant Capital, LLC | 0.02% | New | 65,662 | $6.1M |
| Stifel Financial Corp. | 0.00% | Reduce -0.5% | 62,411 | $5.8M |
| Brighton Jones LLC | 0.10% | New | 55,385 | $5.2M |
| Wesbanco Bank Inc. | 0.12% | Add +11.3% | 52,367 | $4.9M |
| Seamount Financial Group Inc. | 1.83% | Add +3.4% | 48,596 | $4.5M |
| Larch Capital Partners LLC | 0.65% | Add +3.2% | 48,270 | $4.5M |
| Adamsbrown Wealth Consultants LLC | 0.85% | Add +83.0% | 47,925 | $4.5M |
| Financial & Tax Architects, LLC | 0.86% | Add +10.8% | 43,808 | $4.1M |
| BHK Investment Advisors, LLC | 1.21% | Add +1.2% | 43,400 | $4.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +19.4% | 42,211 | $3.9M |
| Stokes Capital Advisors, LLC | 0.77% | Add +0.8% | 38,282 | $3.6M |
| NewSquare Capital LLC | 0.26% | Add +24.7% | 37,465 | $3.5M |
| MML Investors Services, LLC | 0.01% | Add +11.1% | 35,041 | $3.3M |
| Mutual Advisors, LLC | 0.06% | Add +7.9% | 32,414 | $3.0M |
| Wealthspire Retirement, LLC | 0.16% | Add +0.1% | 32,063 | $3.0M |
| Glass Jacobson Investment Advisors llc | 0.93% | Add +4.9% | 32,044 | $3.0M |
| Friedenthal Financial | 1.37% | Add +7.5% | 31,728 | $3.0M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +1.9% | 29,584 | $2.8M |
| Aspen Investment Management Inc | 0.71% | Add +0.1% | 28,187 | $2.6M |
| Third View Private Wealth, LLC | 0.32% | New | 27,964 | $2.6M |
| Advisory Services Network, LLC | 0.03% | Reduce -0.6% | 26,346 | $2.5M |
| Cerity Partners LLC | 0.00% | Add +132.0% | 26,275 | $2.5M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.3% | 26,077 | $2.4M |
| Precision Wealth Strategies, LLC | 0.65% | Reduce -13.2% | 23,033 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.9% | 21,879 | $2.0M |
| Arkadios Wealth Advisors | 0.03% | Reduce -13.1% | 20,680 | $1.9M |
| Merit Financial Group, LLC | 0.01% | Reduce -3.4% | 19,807 | $1.9M |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -20.9% | 19,680 | $1.8M |
| Ducere Wealth Management LLC | 0.53% | Add +79.5% | 18,956 | $1.8M |
| RFG Advisory, LLC | 0.03% | Add +93.5% | 18,788 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +114.6% | 18,651 | $1.7M |
| Wayfinding Financial, LLC | 0.64% | Add +99.5% | 18,160 | $1.7M |
| Evolution Wealth Management Inc. | 0.92% | Add +12.8% | 16,701 | $1.6M |
| Parr McKnight Wealth Management Group, LLC | 0.18% | Add +5.9% | 16,336 | $1.5M |
| Authentikos Wealth Advisory, LLC | 0.97% | Reduce -2.9% | 16,291 | $1.5M |
| Bellecapital International Ltd. | 0.24% | No change | 15,959 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +90.4% | 15,948 | $1.5M |
| Financial Partners Group, Inc | 0.15% | No change | 15,825 | $1.5M |
| Valmark Advisers, Inc. | 0.02% | Reduce -49.3% | 15,204 | $1.4M |
| Milestone Asset Management, LLC | 0.22% | Add +8.7% | 15,200 | $1.4M |
| Barden Capital Management, Inc. | 1.30% | Add +1.2% | 15,116 | $1.4M |
| RW Investment Management LLC | 0.12% | Add +133.1% | 14,782 | $1.4M |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -1.8% | 14,707 | $1.4M |
| PAX Financial Group, LLC | 0.20% | Add +12.0% | 14,506 | $1.4M |
| Gotham Asset Management | 0.00% | Add +170.6% | 14,284 | $1.3M |
| IFP Advisors, Inc | 0.02% | Add +11.6% | 12,608 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +58.5% | 12,513 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.01% | New | 11,861 | $1.1M |
| GeoWealth Management, LLC | 0.03% | Reduce -5.7% | 11,805 | $1.1M |
| AE Wealth Management LLC | 0.01% | Reduce -2.1% | 11,659 | $1.1M |
| TD Waterhouse Canada Inc. | 0.00% | Add +0.8% | 11,566 | $1.1M |
| Curtis Advisory Group, LLC | 0.21% | Reduce -1.0% | 11,330 | $1.1M |
| IFG Advisory, LLC | 0.04% | Add +450.1% | 11,056 | $1.0M |
| Howard Wealth Management, LLC | 0.35% | Add +3.4% | 10,216 | $955K |
| Invested Advisors | 0.84% | Reduce -2.5% | 10,108 | $945K |
| Allianz SE | 0.01% | No change | 9,977 | $933K |
| Hillsdale Investment Management Inc. | 0.02% | Add +43.3% | 9,925 | $928K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +8.6% | 9,844 | $921K |
| Viawealth, LLC | 0.46% | Reduce -19.1% | 9,812 | $918K |
| Kane Investment Management, Inc. | 0.39% | Add +20.4% | 9,808 | $917K |
| Global Retirement Partners, LLC | 0.01% | — | 9,734 | $910K |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.6% | 9,494 | $888K |
| Golden Reserve Retirement LLC | 0.14% | Add +34.2% | 9,359 | $875K |
| Rainey & Randall Wealth Advisors Inc. | 0.12% | Add +1.0% | 9,181 | $859K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | No change | 8,890 | $831K |
| Compass Financial Group, Inc. | 0.35% | Reduce -66.0% | 8,841 | $827K |
| TrustWell Financial Advisors, LLC | 0.70% | New | 8,837 | $826K |
| Compound Planning, Inc. | 0.02% | Add +1.2% | 8,784 | $822K |
"% of holder's portfolio" is HYS's weight in each manager's 13F, not the share of PIMCO 0-5 Year H/Y Corp. Bond the manager owns.