PIMCO 0-5 Year H/Y Corp. BondHYSETF
13F holders, Q2 2026 (June 30)267holders +21
38new positions
16sold out
2famous investors
$93.51avg. 13F price*
At the end of Q2 2026, 267 institutions reported holding PIMCO 0-5 Year H/Y Corp. Bond (HYS) in their 13F filings, up 21 from Q1 2026. 38 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($67.6M), Envestnet Asset Management Inc. ($55.4M) and Assetmark, Inc. ($49.7M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management'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 (Q2 2026)
- CUSIP
- 72201R783
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $68.8M |
| Exits | 16 | $5.4M |
All 13F filers, Q1 2026 → Q2 2026: 1,341,655 shares bought and 287,247 shares sold, net +1,054,408 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 267 holders
| Morgan Stanley | 0.00% | Add +3.5% | 722,783 | $67.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.5% | 592,483 | $55.4M |
| Assetmark, Inc. | 0.09% | Reduce -13.3% | 531,701 | $49.7M |
| OneDigital Investment Advisors LLC | 0.30% | Add +7.2% | 380,042 | $35.5M |
| LPL Financial LLC | 0.01% | Add +1.4% | 371,068 | $34.7M |
| PNC Financial Services Group, Inc. | 0.02% | Add +3.1% | 357,262 | $33.4M |
| Alpine Bank Wealth Management | 4.16% | New | 346,430 | $32.4M |
| Mid-American Wealth Advisory Group, Inc. | 10.64% | Reduce -5.1% | 314,582 | $29.4M |
| Cetera Investment Advisers | 0.02% | Add +3.2% | 291,687 | $27.3M |
| TD Private Client Wealth LLC | 0.42% | Add +7.2% | 243,726 | $22.8M |
| RMR Wealth Builders | 1.32% | Add +11.3% | 227,955 | $21.3M |
| Bank of America Corp. | 0.00% | Add +8.3% | 218,631 | $20.4M |
| Royal Bank of Canada | 0.00% | Add +5.8% | 217,023 | $20.3M |
| Bleakley Financial Group, LLC | 0.22% | Reduce -5.0% | 185,109 | $17.3M |
| Condor Capital Management | 1.25% | Add +3.2% | 178,391 | $16.7M |
| CreativeOne Wealth, LLC | 0.36% | Add +5.7% | 176,783 | $16.5M |
| Commonwealth Equity Services, LLC | 0.02% | Add +5.4% | 175,434 | $16.4M |
| Wells Fargo & Company | 0.00% | Add +8.8% | 162,247 | $15.2M |
| Capital Management Associates, Inc | 2.95% | Reduce -3.2% | 156,854 | $14.7M |
| Raymond James Financial Inc. | 0.00% | Add +6.2% | 151,165 | $14.1M |
| Man Group plc | 0.02% | Add +65.1% | 139,722 | $13.1M |
| UBS Group AG | 0.00% | Reduce -1.9% | 138,966 | $13.0M |
| Ameriprise Financial Inc. | 0.00% | Add +541.6% | 131,557 | $12.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.8% | 122,294 | $11.4M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +4.0% | 114,761 | $10.7M |
| Jones Financial Companies LLLP | 0.00% | Add +25.4% | 113,644 | $10.6M |
| NewEdge Advisors, LLC | 0.03% | Add +34.2% | 99,493 | $9.3M |
| Allianz Asset Management GmbH | 0.01% | Add +1.4% | 99,122 | $9.3M |
| Stratos Wealth Partners, LTD. | 0.08% | New | 88,619 | $8.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -14.8% | 80,211 | $7.5M |
| One Capital Management, LLC | 0.19% | No change | 73,213 | $6.8M |
| Focus Partners Wealth | 0.01% | New | 69,386 | $6.5M |
| Savant Capital, LLC | 0.02% | New | 65,662 | $6.1M |
| Stifel Financial Corp. | 0.00% | Reduce -0.5% | 62,411 | $5.8M |
| Brighton Jones LLC | 0.10% | New | 55,385 | $5.2M |
| Wesbanco Bank Inc. | 0.12% | Add +11.3% | 52,367 | $4.9M |
| Seamount Financial Group Inc. | 1.83% | Add +3.4% | 48,596 | $4.5M |
| Larch Capital Partners LLC | 0.65% | Add +3.2% | 48,270 | $4.5M |
| Adamsbrown Wealth Consultants LLC | 0.85% | Add +83.0% | 47,925 | $4.5M |
| Financial & Tax Architects, LLC | 0.86% | Add +10.8% | 43,808 | $4.1M |
| BHK Investment Advisors, LLC | 1.21% | Add +1.2% | 43,400 | $4.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +19.4% | 42,211 | $3.9M |
| Stokes Capital Advisors, LLC | 0.77% | Add +0.8% | 38,282 | $3.6M |
| NewSquare Capital LLC | 0.26% | Add +24.7% | 37,465 | $3.5M |
| MML Investors Services, LLC | 0.01% | Add +11.1% | 35,041 | $3.3M |
| Mutual Advisors, LLC | 0.06% | Add +7.9% | 32,414 | $3.0M |
| Wealthspire Retirement, LLC | 0.16% | Add +0.1% | 32,063 | $3.0M |
| Glass Jacobson Investment Advisors llc | 0.93% | Add +4.9% | 32,044 | $3.0M |
| Friedenthal Financial | 1.37% | Add +7.5% | 31,728 | $3.0M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +1.9% | 29,584 | $2.8M |
| Aspen Investment Management Inc | 0.71% | Add +0.1% | 28,187 | $2.6M |
| Third View Private Wealth, LLC | 0.32% | New | 27,964 | $2.6M |
| Advisory Services Network, LLC | 0.03% | Reduce -0.6% | 26,346 | $2.5M |
| Cerity Partners LLC | 0.00% | Add +132.0% | 26,275 | $2.5M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.3% | 26,077 | $2.4M |
| Precision Wealth Strategies, LLC | 0.65% | Reduce -13.2% | 23,033 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.9% | 21,879 | $2.0M |
| Arkadios Wealth Advisors | 0.03% | Reduce -13.1% | 20,680 | $1.9M |
| Merit Financial Group, LLC | 0.01% | Reduce -3.4% | 19,807 | $1.9M |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -20.9% | 19,680 | $1.8M |
| Ducere Wealth Management LLC | 0.53% | Add +79.5% | 18,956 | $1.8M |
| RFG Advisory, LLC | 0.03% | Add +93.5% | 18,788 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +114.6% | 18,651 | $1.7M |
| Wayfinding Financial, LLC | 0.64% | Add +99.5% | 18,160 | $1.7M |
| Evolution Wealth Management Inc. | 0.92% | Add +12.8% | 16,701 | $1.6M |
| Parr McKnight Wealth Management Group, LLC | 0.18% | Add +5.9% | 16,336 | $1.5M |
| Authentikos Wealth Advisory, LLC | 0.97% | Reduce -2.9% | 16,291 | $1.5M |
| Bellecapital International Ltd. | 0.24% | No change | 15,959 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +90.4% | 15,948 | $1.5M |
| Financial Partners Group, Inc | 0.15% | No change | 15,825 | $1.5M |
| Valmark Advisers, Inc. | 0.02% | Reduce -49.3% | 15,204 | $1.4M |
| Milestone Asset Management, LLC | 0.22% | Add +8.7% | 15,200 | $1.4M |
| Barden Capital Management, Inc. | 1.30% | Add +1.2% | 15,116 | $1.4M |
| RW Investment Management LLC | 0.12% | Add +133.1% | 14,782 | $1.4M |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -1.8% | 14,707 | $1.4M |
| PAX Financial Group, LLC | 0.20% | Add +12.0% | 14,506 | $1.4M |
| Gotham Asset Management | 0.00% | Add +170.6% | 14,284 | $1.3M |
| IFP Advisors, Inc | 0.02% | Add +11.6% | 12,608 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +58.5% | 12,513 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.01% | New | 11,861 | $1.1M |
| GeoWealth Management, LLC | 0.03% | Reduce -5.7% | 11,805 | $1.1M |
| AE Wealth Management LLC | 0.01% | Reduce -2.1% | 11,659 | $1.1M |
| TD Waterhouse Canada Inc. | 0.00% | Add +0.8% | 11,566 | $1.1M |
| Curtis Advisory Group, LLC | 0.21% | Reduce -1.0% | 11,330 | $1.1M |
| IFG Advisory, LLC | 0.04% | Add +450.1% | 11,056 | $1.0M |
| Howard Wealth Management, LLC | 0.35% | Add +3.4% | 10,216 | $955K |
| Invested Advisors | 0.84% | Reduce -2.5% | 10,108 | $945K |
| Allianz SE | 0.01% | No change | 9,977 | $933K |
| Hillsdale Investment Management Inc. | 0.02% | Add +43.3% | 9,925 | $928K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +8.6% | 9,844 | $921K |
| Viawealth, LLC | 0.46% | Reduce -19.1% | 9,812 | $918K |
| Kane Investment Management, Inc. | 0.39% | Add +20.4% | 9,808 | $917K |
| Global Retirement Partners, LLC | 0.01% | — | 9,734 | $910K |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.6% | 9,494 | $888K |
| Golden Reserve Retirement LLC | 0.14% | Add +34.2% | 9,359 | $875K |
| Rainey & Randall Wealth Advisors Inc. | 0.12% | Add +1.0% | 9,181 | $859K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | No change | 8,890 | $831K |
| Compass Financial Group, Inc. | 0.35% | Reduce -66.0% | 8,841 | $827K |
| TrustWell Financial Advisors, LLC | 0.70% | New | 8,837 | $826K |
| Compound Planning, Inc. | 0.02% | Add +1.2% | 8,784 | $822K |
| Bank of New York Mellon Corp | 0.00% | Add +3.5% | 8,705 | $814K |
| Jane Street Group, LLC | 0.00% | Reduce -40.8% | 8,695 | $813K |
| Independent Financial Group, LLC | 0.01% | Add +4.7% | 8,557 | $800K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -2.9% | 8,330 | $779K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 8,226 | $769K |
| Red Mountain Financial, LLC | 0.63% | New | 8,050 | $753K |
| Wealth Advisors of Tampa Bay, LLC | 0.23% | Add +50.0% | 8,025 | $750K |
| World Investment Advisors | 0.01% | Reduce -1.4% | 8,025 | $749K |
| Milestones Private Investment Advisors LLC | 0.59% | Add +6.1% | 7,874 | $736K |
| Pinnacle Bancorp, Inc. | 0.19% | No change | 7,689 | $719K |
| Security Financial Services, INC. | 0.09% | Reduce -2.0% | 7,250 | $678K |
| &partners | 0.00% | Reduce -0.4% | 6,978 | $654K |
| Analyst IMS Investment Management Services Ltd. | 0.01% | New | 6,833 | $639K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -4.8% | 6,795 | $635K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -5.4% | 6,758 | $632K |
| DAVENPORT & Co LLC | 0.00% | Add +2.4% | 6,699 | $626K |
| McAdam, LLC | 0.02% | Add +133.2% | 6,653 | $622K |
| Sage Rhino Capital LLC | 0.10% | Reduce -11.0% | 6,622 | $619K |
| Argent Trust Co | 0.02% | Reduce -4.5% | 6,525 | $610K |
| Gilman Hill Asset Management, LLC | 0.08% | Add +4.0% | 6,500 | $608K |
| BAM Wealth Management, LLC | 0.37% | Add +1.9% | 6,284 | $588K |
| Creative Planning | 0.00% | Reduce -9.1% | 6,255 | $585K |
| North Dallas Bank & Trust Co. | 0.34% | Reduce -13.4% | 6,119 | $572K |
| Financial Synergies Wealth Advisors, Inc. | 0.05% | Add +15.7% | 6,111 | $571K |
| Richardson Financial Services Inc. | 0.32% | Reduce -0.4% | 6,069 | $567K |
| AQR Capital Management | 0.00% | Add +81.0% | 5,808 | $543K |
| US Bancorp \de | 0.00% | Reduce -0.8% | 5,411 | $506K |
| Opus Financial Solutions LLC | 0.40% | Add +13.9% | 5,258 | $492K |
| Intellectus Partners, LLC | 0.08% | Add +14.7% | 5,230 | $489K |
| Hoxton Planning & Management, LLC | 0.13% | Reduce -0.1% | 5,213 | $488K |
| Truist Financial Corp. | 0.00% | Reduce -44.0% | 5,155 | $482K |
| Strategic Financial Concepts, LLC | 0.14% | Add +9.6% | 5,147 | $481K |
| Global Assets Advisory, LLC | 0.10% | New | 5,060 | $470K |
| Valor Advisors LLC | 0.35% | No change | 5,016 | $469K |
| Burns J W & Co. Inc. | 0.05% | Add +3.9% | 4,875 | $456K |
| Concord Investment Counsel Inc. | 0.12% | New | 4,770 | $446K |
| Level Four Advisory Services, LLC | 0.01% | Add +1.8% | 4,752 | $444K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 4,747 | $444K |
| Pathstone Holdings, LLC | 0.00% | Add +9.7% | 4,687 | $438K |
| Advisory Advocates, LLC | 0.36% | Add +3.9% | 4,481 | $419K |
| Helium Advisors LLC | 0.34% | Add +1.7% | 4,370 | $409K |
| HighTower Advisors, LLC | 0.00% | Add +9.2% | 4,356 | $407K |
| TCFG Investment Advisors, LLC | 0.14% | Add +43.3% | 4,329 | $405K |
| Sigma Planning Corp | 0.01% | Add +0.1% | 4,294 | $402K |
| Gateway Wealth Partners, LLC | 0.02% | Reduce -37.3% | 4,260 | $398K |
| Jefferies Financial Group Inc. | 0.00% | Add +5.3% | 4,252 | $398K |
| CKW Financial Group | 0.04% | Add +6.2% | 4,183 | $389K |
| Strategic Advocates LLC | 1.38% | Reduce -3.1% | 3,809 | $356K |
| Advisor OS, LLC | 0.02% | Reduce -3.1% | 3,771 | $353K |
| Basso Capital Management, L.P. | 0.09% | New | 3,750 | $351K |
| PFG Advisors | 0.02% | Add +13.7% | 3,666 | $343K |
| Kovack Advisors, Inc. | 0.02% | Add +0.0% | 3,548 | $330K |
| Roundview Capital LLC | 0.02% | Add +38.3% | 3,520 | $329K |
| Fifth Third Bancorp | 0.00% | Add +2.7% | 3,316 | $310K |
| Regal Investment Advisors LLC | 0.02% | Reduce -0.3% | 3,281 | $307K |
| Signal Advisors Wealth, LLC | 0.02% | New | 3,219 | $301K |
| Stonebridge Financial Planning Group, LLC | 0.09% | Add +4.2% | 3,163 | $296K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -67.8% | 3,046 | $285K |
| Rollins Financial Advisors, LLC | 0.04% | No change | 3,010 | $281K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -11.8% | 3,008 | $281K |
| Beacon Financial Advisory LLC | 0.05% | Add +1.1% | 2,944 | $275K |
| Reicon Wealth Advisors, LLC | 0.17% | New | 2,910 | $272K |
| Rockefeller Capital Management L.P. | 0.00% | Add +43.5% | 2,819 | $264K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -11.7% | 2,803 | $262K |
| Seek First Inc. | 0.16% | Add +1.8% | 2,755 | $258K |
| Asset One Wealth Management LLC | 0.03% | No change | 2,724 | $254K |
| Captrust Financial Advisors | 0.00% | New | 2,672 | $250K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.4% | 2,664 | $249K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -9.0% | 2,518 | $235K |
| Private Advisor Group, LLC | 0.00% | New | 2,517 | $235K |
| RFG Holdings, Inc. | 0.05% | New | 2,481 | $232K |
| National Bank of Canada | 0.00% | Reduce -47.5% | 2,436 | $228K |
| Savvy Advisors, Inc. | 0.00% | Add +4.3% | 2,418 | $226K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -81.8% | 2,394 | $224K |
| Tempus Wealth Planning, LLC | 0.04% | New | 2,381 | $223K |
| RiverFront Investment Group, LLC | 0.00% | No change | 2,315 | $216K |
| Everett Harris & Co. | 0.00% | No change | 2,279 | $213K |
| Element Wealth, LLC | 0.08% | Reduce -20.0% | 2,179 | $204K |
| Wealthgarden F.S. LLC | 0.12% | New | 2,177 | $204K |
| Steinberganna Wealth Management | 0.08% | New | 2,167 | $203K |
| Fort Point Capital Partners LLC | 0.02% | New | 2,164 | $202K |
| Mariner, LLC | 0.00% | New | 2,145 | $201K |
| Yukon Wealth Management, Inc. | 0.06% | New | 2,143 | $200K |
| Centaurus Financial, Inc. | 0.01% | Add +9.3% | 2,112 | $197K |
| Murphy & Mullick Capital Management Corp | 0.12% | Reduce -12.1% | 2,059 | $193K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -9.8% | 1,937 | $181K |
| NBT Bank, N.A. | 0.01% | No change | 1,835 | $172K |
| Lloyd Advisory Services, LLC. | 0.06% | New | 1,757 | $164K |
| Arax Advisory Partners | 0.00% | Reduce -51.5% | 1,735 | $162K |
| SHP Wealth Management | 0.01% | Add +0.1% | 1,694 | $158K |
| Rialto Wealth Management, LLC | 0.03% | Add +0.2% | 1,611 | $151K |
| CoreCap Advisors, LLC | 0.00% | Add +80.4% | 1,584 | $148K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.1% | 1,499 | $140K |
| Bessemer Group Inc. | 0.00% | No change | 1,500 | $140K |
| Key Financial Inc | 0.02% | No change | 1,457 | $136K |
| Bank of Montreal | 0.00% | Reduce -12.7% | 1,370 | $128K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -17.9% | 1,286 | $120K |
| Allworth Financial LP | 0.00% | Reduce -0.8% | 1,251 | $117K |
| Redwood Park Advisors LLC | 0.08% | No change | 1,250 | $117K |
| Wagner Wealth Management, LLC | 0.02% | Reduce -8.0% | 1,239 | $116K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,230 | $115K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +40600.0% | 1,221 | $114K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,189 | $111K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -0.2% | 1,160 | $108K |
| Markowski Investments | 0.02% | — | 1,134 | $106K |
| Trust Co | 0.01% | New | 1,132 | $106K |
| Wellington-Altus USA Inc. | 0.06% | Add +229.6% | 880 | $82K |
| Rossby Financial, LCC | 0.01% | Reduce -31.1% | 855 | $80K |
| Continuum Advisory, LLC | 0.01% | New | 837 | $78K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 733 | $69K |
| Lanark Financial, Inc. | 0.00% | No change | 649 | $61K |
| Whittier Trust Co. | 0.00% | No change | 647 | $60K |
| International Assets Investment Management, LLC | 0.00% | Add +17.8% | 643 | $60K |
| Harbour Investments, Inc. | 0.00% | No change | 637 | $60K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -5.1% | 632 | $59K |
| TD Capital Management LLC | 0.00% | Add +1.8% | 630 | $59K |
| Johnson Financial Group, Inc. | 0.00% | No change | 551 | $52K |
| Silver Oak Securities, Incorporated | 0.00% | New | 541 | $51K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +1.3% | 539 | $50K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 524 | $49K |
| Kelleher Financial Advisors | 0.01% | Add +100.0% | 500 | $47K |
| Dogwood Wealth Management LLC | 0.02% | Add +19.8% | 490 | $46K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 470 | $44K |
| Fiduciary Financial Advisors | 0.00% | New | 465 | $43K |
| Investment Research & Advisory Group, Inc. | 0.01% | No change | 429 | $40K |
| Regatta Research & Money Management | 0.04% | — | 421 | $39K |
| FMR LLC | 0.00% | Reduce -22.9% | 393 | $37K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -51.7% | 365 | $34K |
| 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% | No change | 313 | $29K |
| South Plains Financial, Inc. | 0.02% | No change | 307 | $29K |
| Avalon Trust Co | 0.00% | No change | 300 | $28K |
| Creative Financial Designs Inc. | 0.00% | Add +1.7% | 295 | $28K |
| Blair William & Co. | 0.00% | No change | 278 | $26K |
| Tounjian Advisory Partners, LLC | 0.01% | New | 268 | $25K |
| Bellevue Asset Management, LLC | 0.01% | No change | 240 | $22K |
| First Bancorp, Inc | 0.01% | New | 209 | $20K |
| Buck Wealth Strategies, LLC | 0.00% | New | 204 | $19K |
| Pacifica Partners Inc. | 0.01% | Add +1.5% | 201 | $19K |
| Cape Investment Advisory, Inc. | 0.00% | New | 193 | $18K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 173 | $16K |
| CX Institutional | 0.00% | Reduce -63.3% | 161 | $15K |
| West Financial Advisors, LLC | 0.00% | No change | 160 | $15K |
| Coastline Trust Co | 0.00% | No change | 146 | $14K |
| Networth Advisors, LLC | 0.01% | Add +20.6% | 117 | $11K |
| Bank of New Hampshire | 0.00% | No change | 99 | $9K |
| Tsfg, LLC | 0.00% | Add +1.2% | 84 | $8K |
| Meramec Financial Planners, LLC | 0.00% | New | 69 | $6K |
| Planning Strategies Inc. | 0.00% | — | 56 | $5K |
| Webster Bank, N. A. | 0.00% | No change | 55 | $5K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 54 | $5K |
| Russell Investments Group, Ltd. | 0.00% | New | 51 | $5K |
| Elevated Capital Advisors, LLC | 0.00% | Reduce -30.6% | 50 | $5K |
| Blue Trust, Inc. | 0.00% | No change | 46 | $4K |
| Smartleaf Asset Management LLC | 0.00% | No change | 39 | $4K |
| Parallel Advisors, LLC | 0.00% | No change | 31 | $3K |
| Signaturefd, LLC | 0.00% | Add +3.3% | 31 | $3K |
| SYM FINANCIAL Corp | 0.00% | New | 29 | $3K |
| Ameriflex Group, Inc. | 0.00% | No change | 28 | $3K |
| Register Financial Advisors LLC | 0.00% | No change | 27 | $3K |
| 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 |
| Montgomery Financial Services LLC | 0.00% | — | 15 | $1K |
| Gilpin Wealth Management, LLC | 0.00% | No change | 11 | $1K |
| Compass Financial Management LLC | 0.00% | — | 7 | $655 |
"% 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.