PIMCO 0-5 Year H/Y Corp. BondHYSETF
13F holders, Q3 2025 (September 30)235holders +13
30new positions
16sold out
2famous investors
$95.67avg. 13F price*
At the end of Q3 2025, 235 institutions reported holding PIMCO 0-5 Year H/Y Corp. Bond (HYS) in their 13F filings, up 13 from Q2 2025. 30 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($69.9M), Assetmark, Inc. ($62.8M) and Envestnet Asset Management Inc. ($51.0M). 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 (Q3 2025)
- CUSIP
- 72201R783
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $19.7M |
| Exits | 16 | $13.5M |
All 13F filers, Q2 2025 → Q3 2025: 735,211 shares bought and 4,231,736 shares sold, net −3,496,525 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 235 holders
| Morgan Stanley | 0.00% | Add +5.3% | 730,598 | $69.9M |
| Assetmark, Inc. | 0.13% | Add +1.7% | 655,939 | $62.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.5% | 533,128 | $51.0M |
| PNC Financial Services Group, Inc. | 0.02% | Add +5.1% | 333,351 | $31.9M |
| Mid-American Wealth Advisory Group, Inc. | 13.90% | Add +3.1% | 325,243 | $31.1M |
| LPL Financial LLC | 0.01% | Add +7.6% | 316,035 | $30.2M |
| Cetera Investment Advisers | 0.03% | Add +7.2% | 286,998 | $27.5M |
| OneDigital Investment Advisors LLC | 0.25% | Add +17.4% | 254,681 | $24.4M |
| Cwm, LLC | 0.07% | Add +4.6% | 233,581 | $22.3M |
| Financial Management Professionals, Inc. | 2.17% | Add +2.6% | 217,410 | $20.8M |
| UBS Group AG | 0.00% | Reduce -2.2% | 210,267 | $20.1M |
| Royal Bank of Canada | 0.00% | Add +3.2% | 190,714 | $18.2M |
| TD Private Client Wealth LLC | 0.39% | Add +14.8% | 182,180 | $17.4M |
| Osaic Holdings, Inc. | 0.02% | Add +1.4% | 179,504 | $17.2M |
| RMR Wealth Builders | 1.40% | Add +9.5% | 174,758 | $16.7M |
| Wells Fargo & Company | 0.00% | Add +5.9% | 172,471 | $16.5M |
| Bleakley Financial Group, LLC | 0.38% | Add +6.9% | 170,892 | $16.4M |
| Condor Capital Management | 1.25% | Add +4.4% | 159,069 | $15.2M |
| Bank of America Corp. | 0.00% | Add +1.2% | 152,206 | $14.6M |
| Capital Management Associates, Inc | 3.61% | Add +5.8% | 139,714 | $13.4M |
| Ameriprise Financial Inc. | 0.00% | Add +5.8% | 124,656 | $11.9M |
| Man Group plc | 0.02% | Add +28.3% | 118,223 | $11.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -6.3% | 117,148 | $11.2M |
| CreativeOne Wealth, LLC | 0.26% | Add +184.9% | 112,073 | $10.7M |
| Allianz Asset Management GmbH | 0.01% | Reduce -86.7% | 93,925 | $9.0M |
| Raymond James Financial Inc. | 0.00% | Add +5.4% | 80,513 | $7.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +19.6% | 71,723 | $6.9M |
| Exencial Wealth Advisors, LLC | 0.19% | Reduce -8.6% | 61,828 | $5.9M |
| Tennessee Valley Asset Management Partners | 0.80% | New | 61,521 | $5.9M |
| Bank of Nova Scotia | 0.01% | New | 57,877 | $5.5M |
| Strategic Advocates LLC | 1.44% | Add +30.0% | 57,791 | $5.5M |
| NewEdge Advisors, LLC | 0.02% | Add +47.3% | 54,991 | $5.3M |
| Stifel Financial Corp. | 0.00% | Add +6.9% | 54,784 | $5.2M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +11.1% | 48,734 | $4.7M |
| Seamount Financial Group Inc. | 1.96% | Add +7.0% | 43,478 | $4.2M |
| BHK Investment Advisors, LLC | 1.50% | No change | 41,850 | $4.0M |
| Financial & Tax Architects, LLC | 0.76% | Add +1.8% | 36,023 | $3.4M |
| BNP Paribas Financial Markets | 0.00% | Add +73.8% | 35,800 | $3.4M |
| Wealthspire Retirement, LLC | 0.21% | Reduce -8.6% | 34,064 | $3.3M |
| Glass Jacobson Investment Advisors llc | 1.13% | Add +1.7% | 32,778 | $3.1M |
| Jones Financial Companies LLLP | 0.00% | Add +65.1% | 32,644 | $3.1M |
| Coastline Trust Co | 0.32% | Add +0.4% | 30,946 | $3.0M |
| MML Investors Services, LLC | 0.01% | Add +38.6% | 30,678 | $2.9M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +6.2% | 29,670 | $2.8M |
| Aspen Investment Management Inc | 1.04% | Add +2.1% | 28,125 | $2.7M |
| NewSquare Capital LLC | 0.18% | Add +2.7% | 27,190 | $2.6M |
| Valmark Advisers, Inc. | 0.03% | Reduce -0.2% | 26,868 | $2.6M |
| Compass Financial Group, Inc. | 1.14% | Reduce -0.9% | 26,523 | $2.5M |
| Friedenthal Financial | 1.31% | Add +7.2% | 26,461 | $2.5M |
| Precision Wealth Strategies, LLC | 0.78% | New | 25,117 | $2.4M |
| Advisory Services Network, LLC | 0.03% | Add +11.6% | 24,232 | $2.3M |
| Wesbanco Bank Inc. | 0.06% | Add +21.0% | 24,164 | $2.3M |
| Authentikos Wealth Advisory, LLC | 1.46% | Reduce -14.4% | 23,096 | $2.2M |
| Flputnam Investment Management Co. | 0.03% | Reduce -21.1% | 23,093 | $2.2M |
| Adamsbrown Wealth Consultants LLC | 0.57% | Add +8.9% | 21,579 | $2.1M |
| Merit Financial Group, LLC | 0.02% | Add +0.2% | 20,811 | $2.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Reduce -0.2% | 20,076 | $1.9M |
| Sage Rhino Capital LLC | 0.36% | Add +2.2% | 19,408 | $1.9M |
| Renaissance Technologies | 0.00% | Reduce -43.4% | 18,464 | $1.8M |
| Truist Financial Corp. | 0.00% | Reduce -7.5% | 18,303 | $1.8M |
| Viawealth, LLC | 0.92% | Reduce -3.2% | 17,543 | $1.7M |
| LexAurum Advisors, LLC | 0.23% | Reduce -7.0% | 16,986 | $1.6M |
| Koshinski Asset Management, Inc. | 0.11% | Add +76.9% | 16,663 | $1.6M |
| Bellecapital International Ltd. | 0.25% | Reduce -7.4% | 15,995 | $1.5M |
| Barden Capital Management, Inc. | 1.15% | Reduce -1.1% | 14,430 | $1.4M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -15.2% | 14,104 | $1.4M |
| Financial Partners Group, Inc | 0.16% | No change | 13,725 | $1.3M |
| CIBC Private Wealth Group LLC | 0.00% | Add +7.6% | 13,230 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +179.2% | 13,121 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.9% | 12,562 | $1.2M |
| AE Wealth Management LLC | 0.01% | Reduce -4.0% | 11,971 | $1.1M |
| PAX Financial Group, LLC | 0.21% | Add +5.6% | 11,907 | $1.1M |
| Stokes Capital Advisors, LLC | 0.26% | Add +3.5% | 11,784 | $1.1M |
| Parr McKnight Wealth Management Group, LLC | 0.15% | Add +11.1% | 11,567 | $1.1M |
| Milestone Asset Management, LLC | 0.21% | Add +15.2% | 11,451 | $1.1M |
| Curtis Advisory Group, LLC | 0.24% | Add +0.9% | 11,106 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -96.9% | 10,614 | $1.0M |
| TD Waterhouse Canada Inc. | 0.01% | Add +2.2% | 10,612 | $1.0M |
| GeoWealth Management, LLC | 0.04% | Add +1.9% | 10,466 | $1.0M |
| SOL Capital Management CO | 0.09% | Add +20.9% | 10,208 | $977K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.1% | 10,117 | $968K |
| Allianz Investment Management U.S. LLC | 0.04% | No change | 9,977 | $955K |
| National Bank of Canada | 0.00% | Reduce -46.9% | 9,806 | $938K |
| IFG Advisory, LLC | 0.04% | Reduce -31.6% | 9,067 | $868K |
| Howard Wealth Management, LLC | 0.40% | Add +6.8% | 9,037 | $865K |
| IFP Advisors, Inc | 0.02% | Add +127.7% | 8,804 | $842K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.7% | 8,843 | $842K |
| Kane Investment Management, Inc. | 0.39% | Add +47.8% | 8,454 | $809K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | No change | 8,410 | $805K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -12.9% | 8,364 | $800K |
| &partners | 0.00% | Reduce -10.4% | 7,944 | $760K |
| Kestra Advisory Services, LLC | 0.00% | Add +15.5% | 7,866 | $753K |
| Pinnacle Bancorp, Inc. | 0.22% | Reduce -0.5% | 7,743 | $741K |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.1% | 7,381 | $706K |
| Argent Trust Co | 0.02% | Reduce -2.4% | 7,199 | $689K |
| World Investment Advisors | 0.01% | Reduce -1.0% | 7,137 | $683K |
| Independent Financial Group, LLC | 0.02% | Reduce -1.3% | 7,116 | $681K |
| Citadel Advisors | 0.00% | Reduce -32.3% | 7,085 | $678K |
| Consolidated Portfolio Review Corp | 0.08% | Add +221.2% | 7,031 | $673K |
| Milestones Private Investment Advisors LLC | 0.46% | Reduce -4.7% | 7,029 | $673K |
"% 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.