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 |
| Sage Rhino Capital LLC | 0.13% | Reduce -62.5% | 7,444 | $694K |
| Milestones Private Investment Advisors LLC | 0.61% | Add +14.5% | 7,421 | $692K |
| Security Financial Services, INC. | 0.11% | Add +7.1% | 7,399 | $690K |
| Integrated Wealth Concepts LLC | 0.01% | New | 7,145 | $666K |
| Snowden Capital Advisors LLC | 0.02% | Add +52.2% | 7,134 | $665K |
| North Dallas Bank & Trust Co. | 0.45% | Reduce -0.6% | 7,069 | $659K |
| &partners | 0.00% | Reduce -7.5% | 7,005 | $653K |
| Golden Reserve Retirement LLC | 0.13% | Add +135.3% | 6,976 | $651K |
| Hillsdale Investment Management Inc. | 0.02% | Add +21.0% | 6,925 | $646K |
| Creative Planning | 0.00% | Add +2.0% | 6,880 | $642K |
| Argent Trust Co | 0.02% | Reduce -2.9% | 6,836 | $638K |
| Gateway Wealth Partners, LLC | 0.02% | New | 6,796 | $634K |
| DAVENPORT & Co LLC | 0.00% | Add +34.5% | 6,543 | $610K |
| RW Investment Management LLC | 0.06% | — | 6,341 | $591K |
| Gilman Hill Asset Management, LLC | 0.09% | No change | 6,250 | $583K |
| BAM Wealth Management, LLC | 0.43% | Add +3.9% | 6,165 | $575K |
| Richardson Financial Services Inc. | 0.36% | Reduce -2.9% | 6,092 | $568K |
| US Bancorp \de | 0.00% | Add +0.8% | 5,452 | $509K |
| Wealth Advisors of Tampa Bay, LLC | 0.17% | Add +100.0% | 5,350 | $499K |
| Financial Synergies Wealth Advisors, Inc. | 0.05% | Add +18.0% | 5,284 | $493K |
| Gotham Asset Management | 0.00% | No change | 5,279 | $492K |
| Charter Oak Capital Management, LLC | 0.04% | Reduce -4.5% | 5,245 | $489K |
| Hoxton Planning & Management, LLC | 0.15% | Reduce -0.2% | 5,221 | $487K |
| Valor Advisors LLC | 0.40% | No change | 5,016 | $479K |
| Citadel Advisors | 0.00% | New | 5,082 | $474K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -10.0% | 4,747 | $443K |
| Strategic Financial Concepts, LLC | 0.11% | New | 4,698 | $438K |
| Burns J W & Co. Inc. | 0.05% | Add +43.3% | 4,690 | $437K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -15.8% | 4,668 | $435K |
| National Bank of Canada | 0.00% | Reduce -34.1% | 4,643 | $433K |
| Opus Financial Solutions LLC | 0.41% | New | 4,617 | $431K |
| Intellectus Partners, LLC | 0.09% | Reduce -34.4% | 4,561 | $425K |
| Flow Traders U.S. LLC | 0.01% | Reduce -50.4% | 4,338 | $405K |
| Advisory Advocates, LLC | 0.41% | New | 4,312 | $402K |
| Helium Advisors LLC | 0.38% | Add +11.4% | 4,296 | $401K |
| Sigma Planning Corp | 0.01% | Add +19.3% | 4,292 | $400K |
| Pathstone Holdings, LLC | 0.00% | Add +0.0% | 4,272 | $398K |
| Jefferies Financial Group Inc. | 0.00% | New | 4,037 | $377K |
| HighTower Advisors, LLC | 0.00% | Reduce -15.0% | 3,991 | $372K |
| Strategic Advocates LLC | 1.62% | Reduce -94.8% | 3,931 | $367K |
| CKW Financial Group | 0.04% | Reduce -10.5% | 3,938 | $366K |
| Advisor OS, LLC | 0.03% | Reduce -2.1% | 3,891 | $363K |
| Arax Advisory Partners | 0.01% | Add +30.5% | 3,577 | $334K |
| Kovack Advisors, Inc. | 0.02% | Add +0.1% | 3,547 | $329K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -53.7% | 3,409 | $318K |
| Regal Investment Advisors LLC | 0.02% | New | 3,292 | $307K |
| Fifth Third Bancorp | 0.00% | Add +638.7% | 3,228 | $301K |
| PFG Advisors | 0.01% | Add +21.5% | 3,225 | $301K |
| AQR Capital Management | 0.00% | New | 3,209 | $299K |
| Farther Finance Advisors, LLC | 0.00% | Add +32.1% | 3,176 | $295K |
| Stonebridge Financial Planning Group, LLC | 0.10% | Reduce -11.3% | 3,035 | $283K |
| TCFG Wealth Management, LLC | 0.11% | Add +2.7% | 3,020 | $282K |
| TCFG Investment Advisors, LLC | 0.11% | — | 3,020 | $282K |
| Rollins Financial Advisors, LLC | 0.04% | No change | 3,010 | $281K |
| Beacon Financial Advisory LLC | 0.06% | Add +1.9% | 2,912 | $272K |
| McAdam, LLC | 0.01% | Reduce -6.5% | 2,853 | $266K |
| Pinnacle Associates Ltd. | 0.00% | Add +6.9% | 2,768 | $258K |
| Asset One Wealth Management LLC | 0.03% | Add +0.9% | 2,724 | $256K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -11.3% | 2,729 | $255K |
| Element Wealth, LLC | 0.11% | Add +0.1% | 2,723 | $254K |
| Seek First Inc. | 0.18% | Add +2.0% | 2,707 | $252K |
| Old Mission Capital LLC | 0.01% | New | 2,705 | $252K |
| Roundview Capital LLC | 0.01% | Reduce -17.1% | 2,545 | $237K |
| Murphy & Mullick Capital Management Corp | 0.16% | Reduce -28.6% | 2,341 | $218K |
| Savvy Advisors, Inc. | 0.01% | New | 2,319 | $216K |
| RiverFront Investment Group, LLC | 0.00% | No change | 2,315 | $216K |
| Everett Harris & Co. | 0.00% | No change | 2,279 | $213K |
| Beacon Bridge Wealth Partners, LLC | 0.07% | No change | 2,256 | $210K |
| Wbi Investments, LLC | 0.06% | New | 2,219 | $207K |
| Millington Securities, LLC | 0.06% | — | 2,219 | $207K |
| Manske Wealth Management | 0.06% | No change | 2,171 | $202K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.6% | 2,148 | $200K |
| IFG Advisory, LLC | 0.54% | Reduce -78.1% | 2,010 | $187K |
| Rockefeller Capital Management L.P. | 0.00% | Add +144.1% | 1,965 | $183K |
| Centaurus Financial, Inc. | 0.01% | New | 1,933 | $180K |
| NBT Bank, N.A. | 0.01% | No change | 1,835 | $171K |
| SHP Wealth Management | 0.01% | Add +0.1% | 1,693 | $158K |
| Rialto Wealth Management, LLC | 0.03% | Add +0.8% | 1,608 | $150K |
| Bank of Montreal | 0.00% | No change | 1,570 | $146K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -15.0% | 1,566 | $146K |
| Bessemer Group Inc. | 0.00% | New | 1,500 | $140K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.1% | 1,497 | $140K |
| Key Financial Inc | 0.02% | No change | 1,457 | $136K |
| Wagner Wealth Management, LLC | 0.03% | New | 1,346 | $126K |
| Allworth Financial LP | 0.00% | Reduce -3.9% | 1,261 | $118K |
| Redwood Park Advisors LLC | 0.09% | No change | 1,250 | $117K |
| Rossby Financial, LCC | 0.02% | New | 1,241 | $115K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,230 | $115K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -2.2% | 1,162 | $108K |
| MAI Capital Management | 0.00% | Reduce -2.9% | 1,115 | $104K |
| WFA of San Diego, LLC | 0.08% | No change | 1,015 | $95K |
| CoreCap Advisors, LLC | 0.00% | Add +46.1% | 878 | $82K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 756 | $71K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 733 | $68K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -99.7% | 666 | $62K |
| Lanark Financial, Inc. | 0.00% | No change | 649 | $61K |
| Whittier Trust Co. | 0.00% | No change | 647 | $60K |
| Harbour Investments, Inc. | 0.00% | Add +250.0% | 637 | $59K |
| TD Capital Management LLC | 0.01% | Add +2.0% | 619 | $58K |
| Johnson Financial Group, Inc. | 0.00% | No change | 551 | $51K |
| International Assets Investment Management, LLC | 0.00% | No change | 546 | $51K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +1.5% | 532 | $50K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -11.8% | 524 | $49K |
| FMR LLC | 0.00% | Add +385.7% | 510 | $48K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 470 | $44K |
| CX Institutional | 0.00% | Reduce -14.9% | 439 | $41K |
| Investment Research & Advisory Group, Inc. | 0.01% | No change | 429 | $40K |
| Dogwood Wealth Management LLC | 0.02% | Reduce -35.8% | 409 | $38K |
| Ascentis Independent Advisors | 0.00% | New | 400 | $37K |
| Mechanics Financial Corp | 0.01% | No change | 357 | $33K |
| Nalls Sherbakoff Group, LLC | 0.02% | No change | 350 | $33K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -17.2% | 313 | $29K |
| South Plains Financial, Inc. | 0.02% | Reduce -90.9% | 307 | $29K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 300 | $28K |
| Avalon Trust Co | 0.00% | No change | 300 | $28K |
| Creative Financial Designs Inc. | 0.00% | Add +2.1% | 290 | $27K |
| Blair William & Co. | 0.00% | No change | 278 | $26K |
| Wellington-Altus USA Inc. | 0.01% | Reduce -69.7% | 267 | $25K |
| Kelleher Financial Advisors | 0.01% | No change | 250 | $23K |
| Bellevue Asset Management, LLC | 0.01% | No change | 240 | $22K |
| Pacifica Partners Inc. | 0.01% | Add +2.1% | 198 | $18K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 173 | $16K |
| West Financial Advisors, LLC | 0.00% | No change | 160 | $15K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 157 | $15K |
| Coastline Trust Co | 0.00% | No change | 146 | $14K |
| Westside Investment Management, Inc. | 0.00% | No change | 126 | $12K |
| Bank of New Hampshire | 0.00% | No change | 99 | $9K |
| Networth Advisors, LLC | 0.01% | Reduce -27.6% | 97 | $9K |
| Tsfg, LLC | 0.00% | Add +1.2% | 83 | $8K |
| Elevated Capital Advisors, LLC | 0.00% | Reduce -1.4% | 72 | $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% | 49 | $5K |
| Blue Trust, Inc. | 0.00% | No change | 46 | $4K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -47.3% | 39 | $4K |
| Parallel Advisors, LLC | 0.00% | No change | 31 | $3K |
| Signaturefd, LLC | 0.00% | New | 30 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -71.2% | 30 | $3K |
| Ameriflex Group, Inc. | 0.00% | No change | 28 | $3K |
| Register Financial Advisors LLC | 0.00% | No change | 27 | $3K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 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 |
| Gilpin Wealth Management, LLC | 0.00% | New | 11 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.8% | 3 | $280 |
"% 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.