PIMCO 0-5 Year H/Y Corp. BondHYSETF

13F holders, Q2 2025 (June 30)
222holders −8
15new positions
30sold out
2famous investors
$71.73avg. 13F price*

At the end of Q2 2025, 222 institutions reported holding PIMCO 0-5 Year H/Y Corp. Bond (HYS) in their 13F filings, down 8 from Q1 2025. 15 opened new positions and 30 sold out. The largest holders were Allianz Asset Management GmbH ($67.2M), Morgan Stanley ($65.9M) and Assetmark, Inc. ($61.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
PIMCO 0-5 Year H/Y Corp. Bond
Filed as
PIMCO ETF TR (Q2 2025)
CUSIP
72201R783
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 223Q1 2024Q2 2024: 226Q2 2024Q3 2024: 236Q3 2024Q4 2024: 237Q4 2024Q1 2025: 230Q1 2025Q2 2025: 222Q2 2025Q3 2025: 235Q3 2025Q4 2025: 236Q4 2025Q1 2026: 246Q1 2026Q2 2026: 267Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions15$30.2M
Exits30$56.0M

All 13F filers, Q1 2025 → Q2 2025: 3,751,663 shares bought and 1,350,374 shares sold, net +2,401,289 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 222 holders

Allianz Asset Management GmbH 0.09% Reduce -7.4% 707,506 $67.2M
Morgan Stanley 0.00% Add +4.0% 693,838 $65.9M
Assetmark, Inc. 0.14% Reduce -2.1% 644,813 $61.3M
Envestnet Asset Management Inc. 0.01% Add +4.3% 525,182 $49.9M
JPMorgan Chase & Co. 0.00% Add +18.5% 337,940 $32.1M
PNC Financial Services Group, Inc. 0.02% Add +3.9% 317,183 $30.1M
Mid-American Wealth Advisory Group, Inc. 14.26% Add +1.4% 315,569 $30.0M
LPL Financial LLC 0.01% Add +21.2% 293,665 $27.9M
Cetera Investment Advisers 0.04% Add +1.5% 267,732 $25.4M
Cwm, LLC 0.07% Add +74.8% 223,327 $21.2M
OneDigital Investment Advisors LLC 0.23% Add +20.0% 216,890 $20.6M
UBS Group AG 0.00% Reduce -36.0% 215,039 $20.4M
Financial Management Professionals, Inc. 2.27% Reduce -4.5% 211,899 $20.1M
Royal Bank of Canada 0.00% Add +1.3% 184,724 $17.6M
Osaic Holdings, Inc. 0.03% Add +157.5% 177,030 $16.7M
Wells Fargo & Company 0.00% Add +14.6% 162,796 $15.5M
Bleakley Financial Group, LLC 0.39% New 159,883 $15.2M
RMR Wealth Builders 1.38% Add +7.3% 159,615 $15.2M
TD Private Client Wealth LLC 0.37% Add +4.7% 158,694 $15.1M
Condor Capital Management 1.26% Add +5.8% 152,331 $14.5M
Bank of America Corp. 0.00% Reduce -7.4% 150,398 $14.3M
West Financial Advisors, LLC 2.39% Add +1.3% 144,408 $13.7M
Capital Management Associates, Inc 3.98% Reduce -48.8% 132,121 $12.6M
Commonwealth Equity Services, LLC 0.02% Reduce -17.1% 125,065 $11.9M
Ameriprise Financial Inc. 0.00% Reduce -16.8% 117,834 $11.2M
Man Group plc 0.02% Add +16.6% 92,138 $8.8M
Raymond James Financial Inc. 0.00% Add +6.2% 76,384 $7.3M
Exencial Wealth Advisors, LLC 0.23% Reduce -19.8% 67,622 $6.4M
Graves Light Lenhart Wealth, Inc. 0.71% Reduce -1.6% 62,535 $5.9M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -6.2% 59,979 $5.7M
Great Valley Advisor Group, Inc. 0.12% New 58,459 $5.6M
Stifel Financial Corp. 0.00% Reduce -7.9% 51,266 $4.9M
Strategic Advocates LLC 1.25% Reduce -10.9% 44,444 $4.2M
Beacon Pointe Advisors, LLC 0.04% Reduce -7.5% 43,850 $4.2M
BHK Investment Advisors, LLC 1.56% Add +1.9% 41,850 $4.0M
Seamount Financial Group Inc. 1.98% Add +7.1% 40,617 $3.9M
CreativeOne Wealth, LLC 0.10% Add +4.2% 39,334 $3.7M
NewEdge Advisors, LLC 0.02% Add +6.4% 37,325 $3.5M
Wealthspire Retirement, LLC 0.23% Reduce -1.9% 37,274 $3.5M
Financial & Tax Architects, LLC 0.82% Reduce -3.6% 35,400 $3.4M
Renaissance Technologies 0.00% Reduce -70.7% 32,600 $3.1M
Glass Jacobson Investment Advisors llc 1.18% Reduce -8.6% 32,239 $3.1M
Alternative Investment Advisors, LLC. 1.48% Reduce -5.1% 31,301 $3.0M
Proficio Capital Partners LLC 0.18% New 2,897,779 $2.9M
Coastline Trust Co 0.34% No change 30,821 $2.9M
Flputnam Investment Management Co. 0.05% Reduce -12.3% 29,280 $2.8M
Concurrent Investment Advisors, LLC 0.05% Add +3.1% 27,945 $2.7M
Aspen Investment Management Inc 1.10% Add +2.0% 27,538 $2.6M
Authentikos Wealth Advisory, LLC 1.78% Add +37.5% 26,990 $2.6M
Valmark Advisers, Inc. 0.04% Add +2.5% 26,914 $2.6M
Compass Financial Group, Inc. 1.28% Reduce -1.1% 26,774 $2.5M
NewSquare Capital LLC 0.19% Add +23.1% 26,482 $2.5M
Friedenthal Financial 1.29% Add +10.5% 24,685 $2.3M
MML Investors Services, LLC 0.01% Reduce -27.0% 22,131 $2.1M
Advisory Services Network, LLC 0.03% Add +3.1% 21,723 $2.1M
Merit Financial Group, LLC 0.02% Reduce -43.2% 20,776 $2.0M
BNP Paribas Financial Markets 0.00% Reduce -42.1% 20,600 $2.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Add +9.1% 20,118 $1.9M
Wesbanco Bank Inc. 0.06% New 19,968 $1.9M
Adamsbrown Wealth Consultants LLC 0.55% Add +10.2% 19,823 $1.9M
Truist Financial Corp. 0.00% Reduce -56.7% 19,777 $1.9M
Jones Financial Companies LLLP 0.00% Add +98.7% 19,777 $1.9M
Sage Rhino Capital LLC 0.38% Reduce -1.7% 18,994 $1.8M
National Bank of Canada 0.00% Add +226.3% 18,456 $1.8M
LexAurum Advisors, LLC 0.28% New 18,261 $1.7M
Viawealth, LLC 1.02% Reduce -8.0% 18,128 $1.7M
Bellecapital International Ltd. 0.29% No change 17,276 $1.6M
Peapack Gladstone Financial Corp. 0.02% No change 16,635 $1.6M
Barden Capital Management, Inc. 1.22% Reduce -6.0% 14,597 $1.4M
Financial Partners Group, Inc 0.18% New 13,725 $1.3M
IFG Advisory, LLC 0.06% Add +16.6% 13,256 $1.3M
North Dallas Bank & Trust Co. 0.92% — 12,825 $1.2M
Integrated Wealth Concepts LLC 0.01% Reduce -2.5% 12,675 $1.2M
AE Wealth Management LLC 0.01% Add +5.5% 12,470 $1.2M
CIBC Private Wealth Group LLC 0.00% Add +7.3% 12,296 $1.2M
Stokes Capital Advisors, LLC 0.26% Add +36.0% 11,385 $1.1M
PAX Financial Group, LLC 0.20% Reduce -18.5% 11,277 $1.1M
Curtis Advisory Group, LLC 0.26% Add +9.1% 11,003 $1.0M
Citadel Advisors 0.00% Reduce -89.2% 10,470 $995K
Parr McKnight Wealth Management Group, LLC 0.14% Add +18.0% 10,411 $989K
TD Waterhouse Canada Inc. 0.01% Add +12.0% 10,388 $980K
GeoWealth Management, LLC 0.04% Add +1.0% 10,269 $976K
Kingsview Wealth Management, LLC 0.02% Add +0.1% 10,128 $962K
Allianz Investment Management U.S. LLC 0.04% No change 9,977 $948K
Milestone Asset Management, LLC 0.20% Reduce -76.7% 9,938 $944K
Northwestern Mutual Wealth Management Co. 0.00% Add +8.7% 9,605 $913K
Koshinski Asset Management, Inc. 0.07% Reduce -2.8% 9,420 $895K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -7.1% 9,087 $859K
Howard Wealth Management, LLC 0.41% Add +10.2% 8,460 $804K
SOL Capital Management CO 0.08% Reduce -8.3% 8,443 $802K
Migdal Insurance & Financial Holdings Ltd. 0.01% No change 8,410 $799K
&partners 0.01% Add +9.9% 8,863 $790K
Pinnacle Bancorp, Inc. 0.23% Reduce -0.6% 7,781 $739K
Bank of New York Mellon Corp 0.00% Add +13.8% 7,780 $739K
GTS Securities LLC 0.03% New 7,600 $722K
Milestones Private Investment Advisors LLC 0.52% — 7,379 $701K
Argent Trust Co 0.03% Reduce -10.4% 7,374 $701K
World Investment Advisors 0.02% Reduce -8.2% 7,209 $685K
Independent Financial Group, LLC 0.02% Reduce -2.7% 7,206 $685K
TFG Advisers LLC 0.23% Add +3.1% 7,030 $668K

"% 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.

Show all 222 holders