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 |
| National Bank of Canada | 0.00% | Reduce -28.2% | 7,043 | $667K |
| Intellectus Partners, LLC | 0.13% | Add +0.2% | 6,952 | $664K |
| Security Financial Services, INC. | 0.10% | Add +11.8% | 6,906 | $655K |
| Jane Street Group, LLC | 0.00% | New | 6,809 | $646K |
| Creative Planning | 0.00% | New | 6,743 | $639K |
| Milestones Private Investment Advisors LLC | 0.42% | Reduce -7.8% | 6,479 | $614K |
| Richardson Financial Services Inc. | 0.19% | Reduce -8.4% | 6,275 | $595K |
| Gilman Hill Asset Management, LLC | 0.09% | Add +25.0% | 6,250 | $593K |
| Private Advisor Group, LLC | 0.00% | Add +0.3% | 6,108 | $579K |
| BAM Wealth Management, LLC | 0.41% | Add +7.1% | 5,936 | $563K |
| Hillsdale Investment Management Inc. | 0.01% | Add +8.3% | 5,725 | $543K |
| Level Four Advisory Services, LLC | 0.02% | Add +1.5% | 5,543 | $526K |
| Charter Oak Capital Management, LLC | 0.04% | Reduce -18.1% | 5,494 | $521K |
| US Bancorp \de | 0.00% | Reduce -0.6% | 5,411 | $513K |
| Gotham Asset Management | 0.00% | New | 5,279 | $501K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 5,275 | $500K |
| Hoxton Planning & Management, LLC | 0.15% | Reduce -4.3% | 5,233 | $496K |
| Mercer Global Advisors Inc. | 0.00% | Add +5.3% | 5,118 | $485K |
| Valor Advisors LLC | 0.40% | — | 5,016 | $479K |
| DAVENPORT & Co LLC | 0.00% | Add +11.8% | 4,866 | $461K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.1% | 4,688 | $447K |
| HighTower Advisors, LLC | 0.00% | Reduce -64.2% | 4,696 | $445K |
| Rainey & Randall Wealth Advisors Inc. | 0.07% | Add +0.2% | 4,500 | $427K |
| Financial Synergies Wealth Advisors, Inc. | 0.04% | Add +10.4% | 4,478 | $425K |
| CKW Financial Group | 0.05% | Reduce -0.5% | 4,400 | $417K |
| Pathstone Holdings, LLC | 0.00% | Add +8.3% | 4,271 | $405K |
| Advisor OS, LLC | 0.03% | No change | 3,973 | $377K |
| Helium Advisors LLC | 0.37% | Add +1.8% | 3,856 | $366K |
| Sigma Planning Corp | 0.01% | Reduce -1.1% | 3,599 | $341K |
| Kovack Advisors, Inc. | 0.02% | Add +8.3% | 3,545 | $336K |
| Legacy Advisory Services, LLC | 0.25% | Add +1.9% | 3,534 | $335K |
| Stonebridge Financial Planning Group, LLC | 0.12% | Reduce -7.8% | 3,420 | $324K |
| South Plains Financial, Inc. | 0.19% | Reduce -8.7% | 3,365 | $319K |
| Murphy & Mullick Capital Management Corp | 0.22% | Reduce -27.5% | 3,279 | $311K |
| Burns J W & Co. Inc. | 0.03% | Add +5.1% | 3,273 | $310K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +33.9% | 3,250 | $308K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -4.4% | 3,077 | $292K |
| Roundview Capital LLC | 0.02% | Add +20.6% | 3,070 | $291K |
| McAdam, LLC | 0.01% | Add +4.1% | 3,051 | $289K |
| Rollins Financial Advisors, LLC | 0.04% | Reduce -27.0% | 3,010 | $285K |
| Golden Reserve Retirement LLC | 0.05% | New | 2,965 | $281K |
| TCFG Wealth Management, LLC | 0.11% | Add +6.6% | 2,940 | $279K |
| Beacon Financial Advisory LLC | 0.06% | Add +2.4% | 2,858 | $271K |
| Arax Advisory Partners | 0.01% | Reduce -4.4% | 2,741 | $260K |
| Element Wealth, LLC | 0.11% | Add +0.0% | 2,721 | $258K |
| Asset One Wealth Management LLC | 0.04% | — | 2,699 | $255K |
| Wealth Advisors of Tampa Bay, LLC | 0.09% | No change | 2,675 | $254K |
| Seek First Inc. | 0.17% | Add +1.8% | 2,655 | $252K |
| PFG Advisors | 0.01% | New | 2,655 | $252K |
| Comerica Bank | 0.00% | Add +0.3% | 2,655 | $252K |
| Axos Invest Inc. | 0.18% | Reduce -30.3% | 2,654 | $252K |
| Pinnacle Associates Ltd. | 0.00% | New | 2,590 | $246K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -60.5% | 2,404 | $228K |
| Brookwood Investment Group LLC | 0.03% | New | 2,381 | $226K |
| RiverFront Investment Group, LLC | 0.00% | No change | 2,315 | $220K |
| Everett Harris & Co. | 0.00% | New | 2,279 | $216K |
| Beacon Bridge Wealth Partners, LLC | 0.07% | Reduce -9.9% | 2,256 | $214K |
| Stephens Inc. | 0.00% | No change | 2,175 | $206K |
| Manske Wealth Management | 0.06% | New | 2,171 | $206K |
| Financial Futures Ltd Liability Co. | 0.09% | Reduce -59.6% | 2,145 | $203K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.5% | 2,135 | $202K |
| Steinberganna Wealth Management | 0.09% | Reduce -10.3% | 2,113 | $200K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -66.6% | 1,843 | $175K |
| Lloyd Advisory Services, LLC. | 0.07% | New | 1,836 | $174K |
| NBT Bank, N.A. | 0.01% | No change | 1,835 | $174K |
| SHP Wealth Management | 0.01% | — | 1,691 | $160K |
| Rialto Wealth Management, LLC | 0.04% | Reduce -58.4% | 1,595 | $151K |
| Bank of Montreal | 0.00% | No change | 1,570 | $149K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.1% | 1,496 | $142K |
| Key Financial Inc | 0.03% | No change | 1,457 | $138K |
| Allworth Financial LP | 0.00% | No change | 1,312 | $124K |
| Redwood Park Advisors LLC | 0.08% | No change | 1,250 | $119K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,230 | $117K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,229 | $117K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -6.5% | 1,188 | $113K |
| MAI Capital Management | 0.00% | Reduce -23.4% | 1,148 | $109K |
| Global Retirement Partners, LLC | 0.00% | Reduce -7.4% | 1,042 | $99K |
| WFA of San Diego, LLC | 0.07% | No change | 1,015 | $96K |
| Qube Research & Technologies Ltd | 0.00% | Add +2.1% | 954 | $90K |
| Wellington-Altus USA Inc. | 0.06% | — | 880 | $83K |
| Rockefeller Capital Management L.P. | 0.00% | Add +21.1% | 805 | $76K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 733 | $70K |
| Whittier Trust Co. | 0.00% | No change | 647 | $62K |
| Lanark Financial, Inc. | 0.00% | No change | 649 | $62K |
| Dogwood Wealth Management LLC | 0.03% | Reduce -2.5% | 637 | $60K |
| TD Capital Management LLC | 0.01% | Add +1.9% | 607 | $58K |
| CoreCap Advisors, LLC | 0.00% | Add +9.7% | 601 | $57K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -19.6% | 594 | $56K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -35.3% | 551 | $53K |
| International Assets Investment Management, LLC | 0.00% | New | 546 | $52K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +1.4% | 524 | $50K |
| CX Institutional | 0.00% | Reduce -73.4% | 516 | $49K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Reduce -17.5% | 470 | $45K |
| Fifth Third Bancorp | 0.00% | No change | 437 | $41K |
| Investment Research & Advisory Group, Inc. | 0.01% | New | 429 | $41K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 429 | $41K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 378 | $36K |
| Mechanics Financial Corp | 0.01% | No change | 357 | $34K |
| Nalls Sherbakoff Group, LLC | 0.02% | New | 350 | $33K |
| IFC & Insurance Marketing, Inc. | 0.03% | — | 329 | $31K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 300 | $29K |
| Avalon Trust Co | 0.00% | No change | 300 | $28K |
| Creative Financial Designs Inc. | 0.00% | Add +1.8% | 284 | $27K |
| Blair William & Co. | 0.00% | Reduce -15.2% | 278 | $26K |
| Kelleher Financial Advisors | 0.01% | No change | 250 | $24K |
| Bellevue Asset Management, LLC | 0.01% | No change | 240 | $23K |
| Pacifica Partners Inc. | 0.01% | Add +1.6% | 194 | $18K |
| Cape Investment Advisory, Inc. | 0.01% | New | 192 | $18K |
| Harbour Investments, Inc. | 0.00% | No change | 182 | $17K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 173 | $16K |
| Maseco LLP | 0.00% | Reduce -68.8% | 173 | $16K |
| West Financial Advisors, LLC | 0.00% | Reduce -96.4% | 160 | $15K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 157 | $15K |
| Coastline Trust Co | 0.00% | Reduce -99.5% | 146 | $14K |
| Networth Advisors, LLC | 0.01% | — | 134 | $13K |
| Westside Investment Management, Inc. | 0.00% | No change | 126 | $12K |
| FMR LLC | 0.00% | Reduce -15.3% | 105 | $10K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 104 | $10K |
| Bank of New Hampshire | 0.00% | No change | 99 | $9K |
| Tsfg, LLC | 0.00% | Add +1.2% | 82 | $8K |
| Smartleaf Asset Management LLC | 0.00% | No change | 74 | $7K |
| Elevated Capital Advisors, LLC | 0.00% | New | 73 | $7K |
| Webster Bank, N. A. | 0.00% | No change | 55 | $5K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 54 | $5K |
| Sunbelt Securities, Inc. | 0.00% | Add +2.1% | 48 | $5K |
| Blue Trust, Inc. | 0.00% | No change | 46 | $4K |
| Navalign, LLC | 0.00% | New | 40 | $4K |
| Parallel Advisors, LLC | 0.00% | Reduce -49.2% | 31 | $3K |
| Ameriflex Group, Inc. | 0.00% | New | 28 | $3K |
| Estate Planners Group, LLC | 0.00% | — | 28 | $3K |
| Register Financial Advisors LLC | 0.00% | New | 27 | $3K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 23 | $2K |
| UMB Bank, n.a. | 0.00% | New | 23 | $2K |
| FWL Investment Management, LLC | 0.00% | No change | 20 | $2K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 18 | $2K |
| Hollencrest Capital Management | 0.00% | No change | 17 | $2K |
"% 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.