Security Snapshot

PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund - Common (HYS) Institutional Ownership

CUSIP: 72201R783

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

235

Shares (Excl. Options)

8,239,870

Price

$94.82

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Type / Class
Equity / Common
Symbol
HYS
Shares outstanding
15,911,759
Price per share
$93.27
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
8,239,870
Total reported value
$781,536,264
% of total 13F portfolios
0.01%
Share change
+57,200
Value change
+$5,326,021
Number of holders
235
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • HYS - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund - Common is tracked under CUSIP 72201R783.
  • 235 institutions reported positions in Q4 2025.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 235 to 33 between Q4 2025 and Q1 2026.
  • Reported value moved from $781,536,264 to $20,549,517.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 235 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 72201R783?
CUSIP 72201R783 identifies HYS - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund - Common in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund - Common (HYS) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 6% $88,780,645 949,932 First Trust Portfolios L.P. 31 Mar 2025

As of 31 Dec 2025, 235 institutional investors reported holding 8,239,870 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund - Common (HYS). This represents 52% of the company’s total 15,911,759 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund - Common (HYS) together control 39% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MORGAN STANLEY 4.3% 678,313 -7.2% 0% $64,317,769
ASSETMARK, INC 3.9% 612,817 -6.6% 0.12% $58,107,319
ENVESTNET ASSET MANAGEMENT INC 3.4% 538,002 +0.91% 0.02% $51,013,360
PNC Financial Services Group, Inc. 2.2% 342,776 +2.8% 0.02% $32,502,045
LPL Financial LLC 2.1% 335,107 +6% 0.01% $31,774,840
Mid-American Wealth Advisory Group, Inc. 2.1% 331,479 +1.9% 13% $31,430,842
OneDigital Investment Advisors LLC 1.8% 288,227 +13% 0.27% $27,329,660
Cetera Investment Advisers 1.8% 282,069 -1.7% 0.03% $26,745,839
CWM, LLC 1.6% 248,938 +6.6% 0.06% $23,604,000
Financial Management Professionals, Inc. 1.5% 246,051 +13% 2.4% $23,483,080
TD PRIVATE CLIENT WEALTH LLC 1.2% 198,764 +9.1% 0.4% $18,846,772
ROYAL BANK OF CANADA 1.2% 198,034 +3.8% 0% $18,778,000
WELLS FARGO & COMPANY/MN 1.2% 194,910 +13% 0% $18,481,330
RMR Wealth Builders 1.2% 188,863 +8.1% 1.4% $17,907,954
BANK OF AMERICA CORP /DE/ 1.1% 181,926 +20% 0% $17,250,186
CONDOR CAPITAL MANAGEMENT 1% 166,397 +4.6% 1.3% $15,777,851
Bleakley Financial Group, LLC 1% 166,328 -2.7% 0.27% $15,771,221
UBS Group AG 0.95% 151,957 -28% 0% $14,408,563
Capital Management Associates, Inc 0.93% 147,718 +5.7% 3.1% $14,006,579
OSAIC HOLDINGS, INC. 0.9% 143,478 -20% 0.02% $13,607,993
CreativeOne Wealth, LLC 0.86% 137,429 +23% 0.32% $13,031,065
Man Group plc 0.81% 129,087 +9.2% 0.02% $12,240,029
COMMONWEALTH EQUITY SERVICES, LLC 0.75% 119,881 +2.3% 0.02% $11,367,153
Beacon Pointe Advisors, LLC 0.66% 105,368 +116% 0.07% $9,991,041
RAYMOND JAMES FINANCIAL INC 0.65% 102,765 +28% 0% $9,744,218

Institutional Holders of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund - Common (HYS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 220,370 $20,549,517 -$22,076,921 $93.27 33
2025 Q4 8,239,870 $781,536,264 +$5,326,021 $94.82 235
2025 Q3 8,238,064 $788,102,528 -$58,650,518 $95.68 234
2025 Q2 8,839,837 $839,685,184 -$45,381,823 $95.01 220
2025 Q1 9,317,712 $872,622,006 +$110,391,469 $93.66 229
2024 Q4 8,139,724 $762,641,677 -$87,399,234 $93.68 237
2024 Q3 9,001,930 $859,521,811 +$67,271,188 $95.50 236
2024 Q2 8,288,243 $767,681,005 -$94,150,621 $92.70 228
2024 Q1 9,290,359 $868,291,812 +$51,889,548 $93.48 223
2023 Q4 8,737,994 $813,335,866 +$49,464,831 $93.08 231
2023 Q3 8,111,586 $732,448,721 +$70,752,282 $90.30 238
2023 Q2 7,231,532 $659,427,662 -$191,583,287 $91.19 230
2023 Q1 9,293,578 $848,477,059 +$1,516,312 $91.31 223
2022 Q4 9,319,143 $832,030,399 +$47,716,072 $89.26 229
2022 Q3 8,044,868 $703,413,100 +$20,869,899 $87.35 208
2022 Q2 7,839,314 $694,418,003 -$208,686,233 $88.53 212
2022 Q1 10,225,242 $983,206,688 -$153,401,231 $96.21 233
2021 Q4 11,887,089 $1,178,137,778 -$260,580,446 $99.11 261
2021 Q3 14,309,131 $1,420,036,889 -$157,478,338 $99.24 249
2021 Q2 15,960,034 $1,595,070,431 +$315,503,958 $99.94 247
2021 Q1 12,820,167 $1,271,494,826 -$119,882,890 $99.18 245
2020 Q4 13,986,475 $1,373,858,325 +$721,320,883 $98.22 249
2020 Q3 6,566,291 $616,517,835 -$64,515,249 $93.81 224
2020 Q2 7,329,198 $670,477,367 -$10,972,296 $91.27 200
2020 Q1 7,444,656 $639,683,637 -$173,025,422 $85.75 212
2019 Q4 9,235,184 $921,235,770 -$155,662 $99.73 240
2019 Q3 8,892,206 $880,790,071 +$131,647,610 $99.76 231
2019 Q2 7,505,876 $753,581,420 -$251,001,826 $100.40 226
2019 Q1 10,051,338 $1,006,923,147 +$366,290,053 $100.19 248
2018 Q4 6,188,232 $588,960,091 -$271,199,226 $95.12 208
2018 Q3 9,008,458 $906,371,808 +$37,709,240 $100.63 223
2018 Q2 8,703,352 $866,238,375 -$25,463,491 $99.53 214
2018 Q1 8,906,430 $887,639,455 +$101,277,277 $99.66 215
2017 Q4 8,061,624 $810,077,800 -$199,801,439 $100.48 218
2017 Q3 9,821,693 $997,235,923 -$32,656,746 $101.54 203
2017 Q2 10,223,560 $1,036,217,782 +$20,188,968 $101.36 205
2017 Q1 10,019,455 $1,012,334,365 -$517,218,701 $101.06 189
2016 Q4 15,229,816 $1,520,498,709 +$260,919,124 $99.86 188
2016 Q3 11,998,215 $1,193,717,444 -$184,516,148 $99.50 161
2016 Q2 13,861,062 $1,342,318,682 +$41,704,680 $96.84 157
2016 Q1 13,406,073 $1,246,590,713 +$96,988,220 $92.96 160
2015 Q4 12,335,770 $1,130,125,000 -$113,869,622 $91.62 162
2015 Q3 13,565,126 $1,283,619,731 -$373,276,557 $94.62 169
2015 Q2 17,796,352 $1,777,426,186 +$24,352,786 $99.87 187
2015 Q1 17,430,456 $1,769,437,401 +$12,379,233 $101.51 191
2014 Q4 17,351,483 $1,749,327,760 -$441,097,982 $100.83 184
2014 Q3 21,966,954 $2,277,779,022 -$859,078,628 $103.65 175
2014 Q2 30,078,589 $3,215,791,282 +$76,922,394 $106.87 186
2014 Q1 29,356,470 $3,131,899,822 +$785,699,545 $106.61 182