Who Owns PIMCO ETF TR (HYS)? -- Institutional Holders (2026-06-30)

128 institutions reported holding $317.8M of PIMCO ETF TR (HYS) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($55.4M), ASSETMARK, INC ($49.7M), Mid-American Wealth Advisory Group, Inc. ($29.4M), TD PRIVATE CLIENT WEALTH LLC ($22.8M), RMR Wealth Builders ($21.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$55.4M592,483Added
2ASSETMARK, INC$49.7M531,701Trimmed
3Mid-American Wealth Advisory Group, Inc.$29.4M314,582Trimmed
4TD PRIVATE CLIENT WEALTH LLC$22.8M243,726Added
5RMR Wealth Builders$21.3M227,955Added
6COMMONWEALTH EQUITY SERVICES, LLC$16.4M175,434Added
7Cambridge Investment Research Advisors, Inc.$15.0M160,422Added
8Capital Management Associates, Inc$14.7M156,854Trimmed
9WESBANCO BANK INC$4.9M52,367Added
10SEAMOUNT FINANCIAL GROUP INC$4.5M48,596Added
11ADAMSBROWN WEALTH CONSULTANTS LLC$4.5M47,925Added
12Financial & Tax Architects, LLC$4.1M43,808Added
13BHK Investment Advisors, LLC$4.1M43,400Added
14Stokes Capital Advisors, LLC$3.6M38,282Added
15NewSquare Capital LLC$3.5M37,465Added
16Glass Jacobson Investment Advisors llc$3.0M32,044Added
17Friedenthal Financial$3.0M31,728Added
18Concurrent Investment Advisors, LLC$2.8M29,584Added
19Aspen Investment Management Inc$2.6M28,187Added
20Third View Private Wealth, LLC$2.6M27,964New
21WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.0M21,879Trimmed
22Merit Financial Group, LLC$1.9M19,807Trimmed
23Ducere Wealth Management LLC$1.8M18,956Added
24RFG Advisory, LLC$1.8M18,788Added
25Kestra Advisory Services, LLC$1.7M18,651Added

Source: SEC Form 13F filings · as of 2026-06-30