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

Q1 2026

Institutions Reporting

245

Shares (Excl. Options)

8,695,022

Price

$93.27

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+455,818
Value change
+$42,185,562
Number of holders
245
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
15,911,759
SEC-reported price per share
$93.26
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • HYS - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund - Common is tracked under CUSIP 72201R783.
  • 245 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 237 to 245 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $782,453,489 to $811,397,503.

Research use

  • 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.

Evidence

Source: SEC Form 13F

Latest holder context comes from 245 institutions filings for Q1 2026.

Open SEC evidence

Security key

72201R783

Latest holder period

Q1 2026

13F holders

245

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
HYS
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 Mar 2026, 245 institutional investors reported holding 8,695,022 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund - Common (HYS). This represents 55% of the company’s total 15,911,759 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
41%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MORGAN STANLEY 4.4% 698,692 +3% 0% $65,167,043
ASSETMARK, INC 3.9% 613,506 +0.11% 0.12% $57,221,664
ENVESTNET ASSET MANAGEMENT INC 3.7% 583,751 +8.5% 0.01% $54,446,423
CWM, LLC 2.5% 402,979 +62% 0.1% $37,585,835
LPL Financial LLC 2.3% 365,969 +9.2% 0.01% $34,133,943
OneDigital Investment Advisors LLC 2.2% 354,526 +23% 0.32% $33,066,653
PNC FINANCIAL SERVICES GROUP, INC. 2.2% 346,626 +1.1% 0.02% $32,329,811
Mid-American Wealth Advisory Group, Inc. 2.1% 331,479 0% 13% $31,430,842
Cetera Investment Advisers 1.8% 282,670 +0.21% 0.03% $26,364,659
TD PRIVATE CLIENT WEALTH LLC 1.4% 227,398 +14% 0.44% $21,209,442
ROYAL BANK OF CANADA 1.3% 205,077 +3.6% 0% $19,128,000
RMR Wealth Builders 1.3% 204,908 +8.5% 1.5% $19,111,757
BANK OF AMERICA CORP /DE/ 1.3% 201,881 +11% 0% $18,829,443
Bleakley Financial Group, LLC 1.2% 194,862 +17% 0.28% $18,174,779
CONDOR CAPITAL MANAGEMENT 1.1% 172,785 +3.8% 1.3% $16,115,686
CreativeOne Wealth, LLC 1.1% 167,248 +22% 0.36% $15,599,263
COMMONWEALTH EQUITY SERVICES, LLC 1% 166,462 +39% 0.02% $15,525,956
Capital Management Associates, Inc 1% 162,054 +9.7% 3.4% $15,114,742
WELLS FARGO & COMPANY/MN 0.94% 149,061 -24% 0% $13,902,868
RAYMOND JAMES FINANCIAL INC 0.89% 142,353 +39% 0% $13,277,265
UBS Group AG 0.89% 141,617 -6.8% 0% $13,208,618
OSAIC HOLDINGS, INC. 0.81% 128,507 -10% 0.02% $11,989,275
Beacon Pointe Advisors, LLC 0.69% 110,361 +4.7% 0.05% $10,293,331
Allianz Asset Management GmbH 0.61% 97,780 +2.2% 0.01% $9,119,941
Cambridge Investment Research Advisors, Inc. 0.59% 94,190 +15% 0.02% $8,785,000

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 8,695,022 $811,397,503 +$42,185,562 $93.27 245
2025 Q4 8,249,543 $782,453,489 +$5,039,739 $94.82 237
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
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