PIMCO 0-5 Year H/Y Corp. BondHYSETF
13F holders, Q1 2026 (March 31)246holders +10
30new positions
21sold out
3famous investors
$93.32avg. 13F price*
At the end of Q1 2026, 246 institutions reported holding PIMCO 0-5 Year H/Y Corp. Bond (HYS) in their 13F filings, up 10 from Q4 2025. 30 opened new positions and 21 sold out. The largest holders were Morgan Stanley ($65.2M), Assetmark, Inc. ($57.2M) and Envestnet Asset Management Inc. ($54.4M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 (Q1 2026)
- CUSIP
- 72201R783
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $27.6M |
| Exits | 21 | $13.3M |
All 13F filers, Q4 2025 → Q1 2026: 1,136,290 shares bought and 680,815 shares sold, net +455,475 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 246 holders
| Morgan Stanley | 0.00% | Add +3.0% | 698,692 | $65.2M |
| Assetmark, Inc. | 0.12% | Add +0.1% | 613,506 | $57.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +8.5% | 583,751 | $54.4M |
| Cwm, LLC | 0.10% | Add +61.9% | 402,979 | $37.6M |
| LPL Financial LLC | 0.01% | Add +9.2% | 365,969 | $34.1M |
| OneDigital Investment Advisors LLC | 0.32% | Add +23.0% | 354,526 | $33.1M |
| PNC Financial Services Group, Inc. | 0.02% | Add +1.1% | 346,626 | $32.3M |
| Mid-American Wealth Advisory Group, Inc. | 13.28% | No change | 331,479 | $31.4M |
| Cetera Investment Advisers | 0.03% | Add +0.2% | 282,670 | $26.4M |
| TD Private Client Wealth LLC | 0.44% | Add +14.4% | 227,398 | $21.2M |
| Royal Bank of Canada | 0.00% | Add +3.6% | 205,077 | $19.1M |
| RMR Wealth Builders | 1.50% | Add +8.5% | 204,908 | $19.1M |
| Bank of America Corp. | 0.00% | Add +11.0% | 201,881 | $18.8M |
| Bleakley Financial Group, LLC | 0.28% | Add +17.2% | 194,862 | $18.2M |
| Condor Capital Management | 1.35% | Add +3.8% | 172,785 | $16.1M |
| CreativeOne Wealth, LLC | 0.36% | Add +21.7% | 167,248 | $15.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +38.9% | 166,462 | $15.5M |
| Capital Management Associates, Inc | 3.42% | Add +9.7% | 162,054 | $15.1M |
| Wells Fargo & Company | 0.00% | Reduce -23.5% | 149,061 | $13.9M |
| Raymond James Financial Inc. | 0.00% | Add +38.5% | 142,353 | $13.3M |
| UBS Group AG | 0.00% | Reduce -6.8% | 141,617 | $13.2M |
| Osaic Holdings, Inc. | 0.02% | Reduce -10.4% | 128,507 | $12.0M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +4.7% | 110,361 | $10.3M |
| Allianz Asset Management GmbH | 0.01% | Add +2.2% | 97,780 | $9.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +15.1% | 94,190 | $8.8M |
| Jones Financial Companies LLLP | 0.00% | Add +60.7% | 90,619 | $8.4M |
| Man Group plc | 0.02% | Reduce -34.4% | 84,633 | $7.9M |
| NewEdge Advisors, LLC | 0.03% | Add +72.8% | 74,153 | $6.9M |
| One Capital Management, LLC | 0.19% | New | 73,213 | $6.8M |
| Exencial Wealth Advisors, LLC | 0.19% | Add +7.4% | 64,354 | $6.0M |
| Stifel Financial Corp. | 0.01% | Add +5.1% | 62,728 | $5.9M |
| Wesbanco Bank Inc. | 0.12% | Add +55.8% | 47,037 | $4.4M |
| Seamount Financial Group Inc. | 1.98% | Add +4.9% | 47,017 | $4.4M |
| Larch Capital Partners LLC | 0.63% | New | 46,758 | $4.4M |
| BHK Investment Advisors, LLC | 1.34% | Reduce -1.7% | 42,900 | $4.0M |
| Financial & Tax Architects, LLC | 0.82% | Add +7.7% | 39,531 | $3.7M |
| Stokes Capital Advisors, LLC | 0.79% | Add +249.0% | 37,994 | $3.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +590.9% | 35,358 | $3.3M |
| Wealthspire Retirement, LLC | 0.18% | Reduce -0.7% | 32,021 | $3.0M |
| MML Investors Services, LLC | 0.01% | Add +12.5% | 31,552 | $2.9M |
| Glass Jacobson Investment Advisors llc | 0.98% | Reduce -4.2% | 30,546 | $2.8M |
| NewSquare Capital LLC | 0.24% | Add +21.2% | 30,050 | $2.8M |
| Mutual Advisors, LLC | 0.06% | New | 30,037 | $2.8M |
| Valmark Advisers, Inc. | 0.03% | Add +10.8% | 30,014 | $2.8M |
| Friedenthal Financial | 1.38% | Add +4.3% | 29,524 | $2.8M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -9.3% | 29,044 | $2.7M |
| Aspen Investment Management Inc | 0.80% | Add +0.1% | 28,150 | $2.6M |
| Advisors Preferred, LLC | 0.37% | New | 26,993 | $2.5M |
| Precision Wealth Strategies, LLC | 0.82% | Add +1.6% | 26,520 | $2.5M |
| Advisory Services Network, LLC | 0.03% | Reduce -0.6% | 26,516 | $2.5M |
| Adamsbrown Wealth Consultants LLC | 0.65% | Add +11.0% | 26,190 | $2.4M |
| Compass Financial Group, Inc. | 1.09% | Reduce -1.0% | 26,025 | $2.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +156.0% | 25,996 | $2.4M |
| CIBC Bancorp USA Inc. | 0.00% | — | 24,889 | $2.3M |
| Arkadios Wealth Advisors | 0.04% | Add +101.4% | 23,792 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +130.1% | 23,244 | $2.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -59.5% | 20,505 | $1.9M |
| Merit Financial Group, LLC | 0.01% | Reduce -0.4% | 20,494 | $1.9M |
| Authentikos Wealth Advisory, LLC | 1.06% | Reduce -9.2% | 16,774 | $1.6M |
| Bellecapital International Ltd. | 0.27% | Reduce -0.2% | 15,959 | $1.5M |
| Financial Partners Group, Inc | 0.18% | No change | 15,825 | $1.5M |
| Parr McKnight Wealth Management Group, LLC | 0.19% | Add +9.1% | 15,432 | $1.4M |
| Koshinski Asset Management, Inc. | 0.09% | Reduce -4.3% | 14,976 | $1.4M |
| Barden Capital Management, Inc. | 1.19% | Add +3.5% | 14,938 | $1.4M |
| Evolution Wealth Management Inc. | 1.01% | Add +38.0% | 14,811 | $1.4M |
| Jane Street Group, LLC | 0.00% | Add +115.5% | 14,676 | $1.4M |
| Milestone Asset Management, LLC | 0.24% | Add +7.6% | 13,989 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | New | 13,187 | $1.2M |
| PAX Financial Group, LLC | 0.21% | Add +8.8% | 12,952 | $1.2M |
| GeoWealth Management, LLC | 0.04% | Add +6.2% | 12,521 | $1.2M |
| Viawealth, LLC | 0.63% | Add +1.1% | 12,135 | $1.1M |
| AE Wealth Management LLC | 0.01% | Reduce -2.1% | 11,910 | $1.1M |
| Curtis Advisory Group, LLC | 0.23% | Add +1.6% | 11,441 | $1.1M |
| TD Waterhouse Canada Inc. | 0.00% | Add +8.7% | 11,473 | $1.1M |
| Cerity Partners LLC | 0.00% | New | 11,325 | $1.1M |
| IFP Advisors, Inc | 0.02% | Add +11.8% | 11,302 | $1.1M |
| Ducere Wealth Management LLC | 0.39% | New | 10,562 | $985K |
| Invested Advisors | 0.98% | Add +1.9% | 10,372 | $967K |
| Allianz SE | 0.01% | No change | 9,977 | $931K |
| Howard Wealth Management, LLC | 0.39% | Add +5.1% | 9,876 | $921K |
| RFG Advisory, LLC | 0.02% | New | 9,712 | $906K |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.0% | 9,650 | $894K |
| Ameritas Advisory Services, LLC | 0.03% | Add +0.7% | 9,448 | $881K |
| Truist Financial Corp. | 0.00% | Reduce -0.2% | 9,207 | $859K |
| Wayfinding Financial, LLC | 0.37% | Add +12.9% | 9,103 | $849K |
| Rainey & Randall Wealth Advisors Inc. | 0.14% | Add +102.0% | 9,092 | $848K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -54.6% | 9,066 | $846K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +5.7% | 8,890 | $829K |
| HRT Financial LP | 0.00% | New | 8,846 | $825K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -52.6% | 8,691 | $811K |
| Compound Planning, Inc. | 0.03% | Add +4.1% | 8,678 | $809K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.3% | 8,577 | $800K |
| Bank of New York Mellon Corp | 0.00% | Add +6.2% | 8,413 | $785K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.1% | 8,376 | $781K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 8,226 | $767K |
| Independent Financial Group, LLC | 0.02% | Add +4.4% | 8,173 | $762K |
| Kane Investment Management, Inc. | 0.39% | Reduce -16.6% | 8,148 | $760K |
| World Investment Advisors | 0.01% | Reduce -13.3% | 8,136 | $759K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 7,897 | $737K |
| Pinnacle Bancorp, Inc. | 0.21% | Reduce -0.7% | 7,689 | $717K |
"% 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.