PIMCO 0-5 Year H/Y Corp. BondHYSETF
13F holders, Q4 2025 (December 31)236holders +1
27new positions
30sold out
1famous investor
$94.85avg. 13F price*
At the end of Q4 2025, 236 institutions reported holding PIMCO 0-5 Year H/Y Corp. Bond (HYS) in their 13F filings, up 1 from Q3 2025. 27 opened new positions and 30 sold out. The largest holders were Morgan Stanley ($64.3M), Assetmark, Inc. ($58.1M) and Envestnet Asset Management Inc. ($51.0M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- PIMCO 0-5 Year H/Y Corp. Bond
- Filed as
- PIMCO ETF TR (Q4 2025)
- CUSIP
- 72201R783
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $11.7M |
| Exits | 30 | $18.4M |
All 13F filers, Q3 2025 → Q4 2025: 618,013 shares bought and 598,988 shares sold, net +19,025 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 236 holders
| Morgan Stanley | 0.00% | Reduce -7.2% | 678,313 | $64.3M |
| Assetmark, Inc. | 0.12% | Reduce -6.6% | 612,817 | $58.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +0.9% | 538,002 | $51.0M |
| PNC Financial Services Group, Inc. | 0.02% | Add +2.8% | 342,776 | $32.5M |
| LPL Financial LLC | 0.01% | Add +6.0% | 335,107 | $31.8M |
| Mid-American Wealth Advisory Group, Inc. | 13.28% | Add +1.9% | 331,479 | $31.4M |
| OneDigital Investment Advisors LLC | 0.27% | Add +13.2% | 288,227 | $27.3M |
| Cetera Investment Advisers | 0.03% | Reduce -1.7% | 282,069 | $26.7M |
| Cwm, LLC | 0.06% | Add +6.6% | 248,938 | $23.6M |
| Financial Management Professionals, Inc. | 2.42% | Add +13.2% | 246,051 | $23.5M |
| TD Private Client Wealth LLC | 0.40% | Add +9.1% | 198,764 | $18.8M |
| Royal Bank of Canada | 0.00% | Add +3.8% | 198,034 | $18.8M |
| Wells Fargo & Company | 0.00% | Add +13.0% | 194,910 | $18.5M |
| RMR Wealth Builders | 1.43% | Add +8.1% | 188,863 | $17.9M |
| Bank of America Corp. | 0.00% | Add +19.5% | 181,926 | $17.3M |
| Condor Capital Management | 1.28% | Add +4.6% | 166,397 | $15.8M |
| Bleakley Financial Group, LLC | 0.27% | Reduce -2.7% | 166,328 | $15.8M |
| UBS Group AG | 0.00% | Reduce -27.7% | 151,957 | $14.4M |
| Capital Management Associates, Inc | 3.10% | Add +5.7% | 147,718 | $14.0M |
| Osaic Holdings, Inc. | 0.02% | Reduce -20.1% | 143,478 | $13.6M |
| CreativeOne Wealth, LLC | 0.32% | Add +22.6% | 137,429 | $13.0M |
| Man Group plc | 0.02% | Add +9.2% | 129,087 | $12.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +2.3% | 119,881 | $11.4M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +116.2% | 105,368 | $10.0M |
| Raymond James Financial Inc. | 0.00% | Add +27.6% | 102,765 | $9.7M |
| Allianz Asset Management GmbH | 0.01% | Add +1.9% | 95,702 | $9.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +14.1% | 81,810 | $7.8M |
| Strategic Advocates LLC | 1.86% | Add +31.7% | 76,100 | $7.3M |
| Tennessee Valley Asset Management Partners | 0.80% | Add +5.5% | 64,929 | $6.2M |
| Exencial Wealth Advisors, LLC | 0.18% | Reduce -3.1% | 59,935 | $5.7M |
| Stifel Financial Corp. | 0.01% | Add +9.0% | 59,708 | $5.7M |
| Jones Financial Companies LLLP | 0.00% | Add +72.7% | 56,377 | $5.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -59.4% | 50,611 | $4.8M |
| Seamount Financial Group Inc. | 1.93% | Add +3.0% | 44,802 | $4.2M |
| BHK Investment Advisors, LLC | 1.36% | Add +4.3% | 43,650 | $4.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -21.9% | 42,921 | $4.1M |
| Financial & Tax Architects, LLC | 0.78% | Add +1.9% | 36,692 | $3.5M |
| Synergy Asset Management, LLC | 0.35% | New | 35,739 | $3.4M |
| Wealthspire Retirement, LLC | 0.19% | Reduce -5.3% | 32,260 | $3.1M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +8.0% | 32,037 | $3.0M |
| Glass Jacobson Investment Advisors llc | 1.09% | Reduce -2.8% | 31,877 | $3.0M |
| Wesbanco Bank Inc. | 0.08% | Add +25.0% | 30,201 | $2.9M |
| Friedenthal Financial | 1.38% | Add +7.0% | 28,316 | $2.7M |
| Aspen Investment Management Inc | 0.81% | Add +0.0% | 28,129 | $2.7M |
| MML Investors Services, LLC | 0.01% | Reduce -8.6% | 28,051 | $2.7M |
| Valmark Advisers, Inc. | 0.03% | Add +0.8% | 27,086 | $2.6M |
| Advisory Services Network, LLC | 0.04% | Add +10.1% | 26,670 | $2.5M |
| CIBC Private Wealth Group LLC | 0.00% | Add +98.8% | 26,298 | $2.5M |
| Compass Financial Group, Inc. | 1.10% | Reduce -0.9% | 26,288 | $2.5M |
| Precision Wealth Strategies, LLC | 0.80% | Add +3.9% | 26,099 | $2.5M |
| NewSquare Capital LLC | 0.21% | Reduce -8.8% | 24,792 | $2.4M |
| Adamsbrown Wealth Consultants LLC | 0.62% | Add +9.4% | 23,600 | $2.2M |
| Merit Financial Group, LLC | 0.02% | Reduce -1.1% | 20,580 | $2.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Reduce -0.6% | 19,961 | $1.9M |
| Sage Rhino Capital LLC | 0.36% | Add +2.2% | 19,834 | $1.9M |
| Authentikos Wealth Advisory, LLC | 1.16% | Reduce -20.0% | 18,467 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +132.9% | 18,324 | $1.7M |
| Bellecapital International Ltd. | 0.27% | No change | 15,995 | $1.5M |
| Financial Partners Group, Inc | 0.17% | Add +15.3% | 15,825 | $1.5M |
| Koshinski Asset Management, Inc. | 0.10% | Reduce -6.1% | 15,641 | $1.5M |
| Barden Capital Management, Inc. | 1.12% | Add +0.1% | 14,439 | $1.4M |
| Parr McKnight Wealth Management Group, LLC | 0.18% | Add +22.2% | 14,140 | $1.3M |
| Milestone Asset Management, LLC | 0.23% | Add +13.5% | 12,996 | $1.2M |
| AE Wealth Management LLC | 0.01% | Add +1.6% | 12,168 | $1.2M |
| Viawealth, LLC | 0.64% | Reduce -31.6% | 12,005 | $1.1M |
| PAX Financial Group, LLC | 0.19% | Add +0.0% | 11,909 | $1.1M |
| Arkadios Wealth Advisors | 0.02% | New | 11,813 | $1.1M |
| GeoWealth Management, LLC | 0.04% | Add +12.6% | 11,787 | $1.1M |
| SOL Capital Management CO | 0.10% | Add +11.8% | 11,413 | $1.1M |
| Curtis Advisory Group, LLC | 0.22% | Add +1.4% | 11,266 | $1.1M |
| Flputnam Investment Management Co. | 0.02% | Reduce -52.0% | 11,077 | $1.1M |
| Stokes Capital Advisors, LLC | 0.24% | Reduce -7.6% | 10,886 | $1.0M |
| Evolution Wealth Management Inc. | 0.84% | Add +56.2% | 10,735 | $1.0M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -0.5% | 10,556 | $1000K |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.3% | 10,264 | $973K |
| Invested Advisors | 1.00% | Add +362.8% | 10,176 | $965K |
| Janney Montgomery Scott LLC | 0.00% | New | 10,154 | $963K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +14.3% | 10,104 | $962K |
| IFP Advisors, Inc | 0.02% | Add +14.8% | 10,107 | $958K |
| Allianz SE | 0.01% | New | 9,977 | $946K |
| Kane Investment Management, Inc. | 0.45% | Add +15.6% | 9,775 | $927K |
| Howard Wealth Management, LLC | 0.39% | Add +3.9% | 9,393 | $891K |
| World Investment Advisors | 0.01% | Add +31.6% | 9,389 | $890K |
| Ameritas Advisory Services, LLC | 0.03% | Add +387.6% | 9,387 | $890K |
| Truist Financial Corp. | 0.00% | Reduce -49.6% | 9,222 | $874K |
| IFG Advisory, LLC | 0.04% | Add +1.1% | 9,167 | $869K |
| Flow Traders U.S. LLC | 0.03% | New | 8,743 | $829K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -15.4% | 8,555 | $811K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | No change | 8,410 | $797K |
| Compound Planning, Inc. | 0.02% | Add +86.9% | 8,337 | $791K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -41.7% | 8,226 | $780K |
| Wayfinding Financial, LLC | 0.33% | New | 8,064 | $769K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.8% | 8,044 | $763K |
| Bank of New York Mellon Corp | 0.00% | Add +7.3% | 7,922 | $751K |
| Independent Financial Group, LLC | 0.02% | Add +10.0% | 7,830 | $742K |
| Pinnacle Bancorp, Inc. | 0.22% | No change | 7,743 | $734K |
| &partners | 0.00% | Reduce -4.7% | 7,575 | $718K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +21.1% | 7,365 | $698K |
| North Dallas Bank & Trust Co. | 0.44% | — | 7,109 | $674K |
| Argent Trust Co | 0.02% | Reduce -2.2% | 7,039 | $667K |
"% 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.