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Pimco 0-5 Year H/Y Corp Bond (HYS)

CUSIP: 72201R783 | NYSE | 1035 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Assetmark, Inc522,377
0.1% of portfolio›$47.3M
Mid-American Wealth Advisory Group, Inc.309,776
9.8% of portfolio›$28.0M
TD Private Client Wealth LLC260,802
0.4% of portfolio›$23.6M
RMR Wealth Builders254,561
1.3% of portfolio›$23.0M
Capital Management Associates, Inc162,913
3.0% of portfolio›$14.7M
Commonwealth Equity Services, LLC143,839
0.0% of portfolio›$13.0M
Alpine Bank Wealth Management99,027
1.2% of portfolio›$9.0M
Cambridge Investment Research Advisors, Inc.72,859
0.0% of portfolio›$6.6K
Wesbanco Bank Inc55,742
0.2% of portfolio›$5.0M
Adamsbrown Wealth Consultants LLC53,863
0.9% of portfolio›$4.9M
Brighton Jones LLC51,163
0.1% of portfolio›$4.6M
Seamount Financial Group Inc50,956
1.8% of portfolio›$4.6M
Financial & Tax Architects, LLC44,599
0.8% of portfolio›$4.0M
WT Wealth Management37,243
0.9% of portfolio›$3.4M
Stokes Capital Advisors, LLC36,864
0.7% of portfolio›$3.3M
Friedenthal Financial36,651
1.4% of portfolio›$3.3M
Kestra Private Wealth Services, LLC32,245
0.0% of portfolio›$2.9M
Glass Jacobson Investment Advisors llc31,586
0.9% of portfolio›$2.9M
Convergence Financial, LLC30,016
0.4% of portfolio›$2.7M
Concurrent Investment Advisors, LLC29,504
0.0% of portfolio›$2.7M
RFG Advisory, LLC27,565
0.0% of portfolio›$2.5M
Third View Private Wealth, LLC22,126
0.2% of portfolio›$2.0M
Security Financial Services, Inc.21,265
0.3% of portfolio›$1.9M
Evolution Wealth Management Inc.18,113
0.9% of portfolio›$1.6M
IFP Advisors, Inc17,324
0.0% of portfolio›$1.6M
Parr Mcknight Wealth Management Group, LLC17,045
0.2% of portfolio›$1.5M
Financial Partners Group, Inc15,825
0.1% of portfolio›$1.4M
Barden Capital Management, Inc.15,660
1.3% of portfolio›$1.4M
Milestone Asset Management, LLC15,231
0.2% of portfolio›$1.4M
RW Investment Management LLC14,728
0.1% of portfolio›$1.3M
Koshinski Asset Management, Inc.14,707
0.1% of portfolio›$1.3M
Wealth Enhancement Advisory Services, LLC14,516
0.0% of portfolio›$1.3M
Walkner Condon Financial Advisors LLC12,262
0.1% of portfolio›$1.1M
TD Waterhouse Canada Inc.11,597
0.0% of portfolio›$1.0M
Curtis Advisory Group, LLC11,321
0.2% of portfolio›$1.0M
Invested Advisors10,673
0.8% of portfolio›$965.7K
TrustWell Financial Advisors, LLC10,549
0.8% of portfolio›$954.5K
Howard Wealth Management, LLC10,393
0.3% of portfolio›$940.4K
Kestra Advisory Services, LLC10,155
0.0% of portfolio›$918.8K
Red Mountain Financial, LLC9,630
0.7% of portfolio›$871.3K
Golden Reserve Retirement LLC9,325
0.1% of portfolio›$843.7K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management8,925
0.0% of portfolio›$807.5K
American Capital Advisory, LLC8,640
0.3% of portfolio›$781.7K
Independent Financial Group, LLC8,586
0.0% of portfolio›$776.9K
Basso Capital Management, L.P.8,500
0.2% of portfolio›$769.1K
Milestones Private Investment Advisors LLC8,067
0.6% of portfolio›$729.9K
Rainey & Randall Wealth Advisors Inc.7,875
0.1% of portfolio›$712.5K
Pinnacle Bancorp, Inc.7,689
0.2% of portfolio›$695.7K
Truist Financial Corp7,432
0.0% of portfolio›$672.4K
Davenport & Co LLC6,885
0.0% of portfolio›$623.0K
Analyst IMS Investment Management Services Ltd.6,793
0.0% of portfolio›$615
Financial Synergies Wealth Advisors, Inc.6,517
0.0% of portfolio›$589.7K
Gilman Hill Asset Management, LLC5,750
0.1% of portfolio›$520.3K
Creative Planning5,416
0.0% of portfolio›$490.0K
Sage Rhino Capital LLC5,399
0.1% of portfolio›$488.5K
Burns J W & Co Inc5,375
0.0% of portfolio›$486.3K
McAdam, LLC5,316
0.0% of portfolio›$481.0K
Richardson Financial Services Inc.5,249
0.3% of portfolio›$474.8K
Hoxton Planning & Management, LLC5,164
0.1% of portfolio›$467.2K
Bellecapital International Ltd.5,000
0.1% of portfolio›$452.4K
Strategic Advocates LLC4,986
1.7% of portfolio›$451.1K
Valeo Financial Advisors, LLC4,747
0.0% of portfolio›$429.5K
Helium Advisors LLC4,443
0.3% of portfolio›$402.0K
Reicon Wealth Advisors, LLC4,410
0.2% of portfolio›$399.0K
Tcfg Investment Advisors, LLC4,349
0.1% of portfolio›$393.5K
Sigma Planning Corp4,144
0.0% of portfolio›$375.0K
PFG Advisors3,789
0.0% of portfolio›$342.8K
Advisor OS, LLC3,766
0.0% of portfolio›$340.7K
CKW Financial Group3,498
0.0% of portfolio›$315
Signal Advisors Wealth, LLC3,038
0.0% of portfolio›$274.8K
Seek First Inc.2,803
0.2% of portfolio›$253.6K
Asset One Wealth Management LLC2,724
0.0% of portfolio›$246.5K
Beacon Financial Advisory LLC2,695
0.0% of portfolio›$243.9K
Farther Finance Advisors, LLC2,645
0.0% of portfolio›$239.3K
Pinnacle Associates LTD2,518
0.0% of portfolio›$227.8K
Tempus Wealth Planning, LLC2,381
0.0% of portfolio›$215.4K
Fifth Third Securities, Inc.2,324
0.0% of portfolio›$210.3K
StoneX Group Inc.2,319
0.0% of portfolio›$214.1K
Everett Harris & Co2,279
0.0% of portfolio›$206.2K
CoreCap Advisors, LLC2,150
0.0% of portfolio›$194.5K
Murphy & Mullick Capital Management Corp1,996
0.1% of portfolio›$180.6K
Lloyd Advisory Services, Llc.1,874
0.1% of portfolio›$169.6K
Key FInancial Inc1,457
0.0% of portfolio›$131.8K
Redwood Park Advisors LLC1,250
0.1% of portfolio›$113.1K
Wagner Wealth Management, LLC1,239
0.0% of portfolio›$112.1K
Markowski Investments1,139
0.0% of portfolio›$103.0K
Planning Strategies Inc.1,126
0.1% of portfolio›$101.9K
Kingdom Financial Group Llc.1,038
0.0% of portfolio›$93.9K
Capital Investment Advisory Services, LLC982
0.0% of portfolio›$89.1K
Cherry Tree Wealth Management, LLC733
0.0% of portfolio›$66.3K
Financial Management Professionals, Inc.631
0.0% of portfolio›$57.1K
Capital Advisors, Ltd. LLC546
0.0% of portfolio›$49
EverSource Wealth Advisors, LLC524
0.0% of portfolio›$47.4K
Concord Wealth Partners519
0.0% of portfolio›$47.0K
Brown, Lisle Ings, Inc.470
0.0% of portfolio›$42.5K
Lanark Financial, Inc.434
0.0% of portfolio›$39.3K
Ascentis Independent Advisors400
0.0% of portfolio›$36.2K
Ashton Thomas Private Wealth, LLC367
0.0% of portfolio›$33.2K
Creative Financial Designs Inc300
0.0% of portfolio›$27.1K
Kelleher Financial Advisors250
0.0% of portfolio›$22.6K
Tounjian Advisory Partners, LLC215
0.0% of portfolio›$19.5K
Latitude Advisors, LLC210
0.0% of portfolio›$19.0K
First Bancorp, Inc209
0.0% of portfolio›$18.9K
Buck Wealth Strategies, LLC208
0.0% of portfolio›$18.8K
Pacifica Partners Inc.204
0.0% of portfolio›$18.3K
Cape Investment Advisory, Inc.182
0.0% of portfolio›$16.5K
West Financial Advisors, LLC160
0.0% of portfolio›$14.5K
Signature Resources Capital Management, LLC150
0.0% of portfolio›$13.6K
Coastline Trust Co146
0.0% of portfolio›$13.2K
Networth Advisors, LLC116
0.0% of portfolio›$10.5K
Bank of New Hampshire99
0.0% of portfolio›$9.0K
Tsfg, LLC84
0.0% of portfolio›$8
Elevation Wealth Partners, LLC54
0.0% of portfolio›$4.9K
Blue Trust, Inc.46
0.0% of portfolio›$4.2K
Elevated Capital Advisors, LLC38
0.0% of portfolio›$3.5K
Signaturefd, LLC31
0.0% of portfolio›$2.8K
Parallel Advisors, LLC31
0.0% of portfolio›$2.8K
Register Financial Advisors LLC27
0.0% of portfolio›$2.4K
Ascentis Wealth Management, LLC18
0.0% of portfolio›$1.6K
Montgomery Financial Services LLC14
0.0% of portfolio›$1.3K
Gilpin Wealth Management, LLC11
0.0% of portfolio›$996
Compass Financial Management LLC7
0.0% of portfolio›$633
Citigroup Inc1
0.0% of portfolio›$90
StyleTurnoverLocationFiled
Assetmark, Inc
522,377$47.3M0.1%ETFLowConcord, CA2026-10-21
Mid-American Wealth Advisory Group, Inc.
309,776$28.0M9.8%ETFMediumKansas City, MO2026-10-21
TD Private Client Wealth LLC
260,802$23.6M0.4%ETFLowNew York, NY2026-10-28
RMR Wealth Builders
254,561$23.0M1.3%ETFLowMontclair, NJ2026-10-22
Capital Management Associates, Inc
162,913$14.7M3.0%ETFLowMinneapolis, MN2026-10-20
Commonwealth Equity Services, LLC
143,839$13.0M0.0%ETFLowWaltham, MA2026-11-02
Alpine Bank Wealth Management
99,027$9.0M1.2%ETFHighGrand Junction, CO2026-10-16
Cambridge Investment Research Advisors, Inc.
72,859$6.6K0.0%ETFLowFairfield, IA2026-11-02
Wesbanco Bank Inc
55,742$5.0M0.2%CoreLowWheeling, WV2026-11-04
Adamsbrown Wealth Consultants LLC
53,863$4.9M0.9%ETFLowWichita, KS2026-10-20
Brighton Jones LLC
51,163$4.6M0.1%CoreVery LowSeattle, WA2026-11-03
Seamount Financial Group Inc
50,956$4.6M1.8%ETFLowColorado Springs, CO2026-10-21
Financial & Tax Architects, LLC
44,599$4.0M0.8%CoreHighSt Louis, MO2026-10-15
WT Wealth Management
37,243$3.4M0.9%ETFMediumScottsdale, AZ2026-10-13
Stokes Capital Advisors, LLC
36,864$3.3M0.7%CoreMediumGreenwood, SC2026-10-09
Friedenthal Financial
36,651$3.3M1.4%ETFHighMarlton, NJ2026-10-27
Kestra Private Wealth Services, LLC
32,245$2.9M0.0%GrowthLowAustin, TX2026-10-30
Glass Jacobson Investment Advisors llc
31,586$2.9M0.9%ETFLowOwings Mills, MD2026-10-26
Convergence Financial, LLC
30,016$2.7M0.4%ETFMediumColumbia, MO2026-10-27
Concurrent Investment Advisors, LLC
29,504$2.7M0.0%GrowthMediumTampa, FL2026-10-16
RFG Advisory, LLC
27,565$2.5M0.0%ETFMediumBirmingham, AL2026-11-03
Third View Private Wealth, LLC
22,126$2.0M0.2%GrowthLowWestport, CT2026-10-30
Security Financial Services, Inc.
21,265$1.9M0.3%ETFMediumFort Wayne, IN2026-10-29
Evolution Wealth Management Inc.
18,113$1.6M0.9%ETFMediumFort Myers, FL2026-10-28
IFP Advisors, Inc
17,324$1.6M0.0%GrowthLowTampa, FL2026-10-16
Parr Mcknight Wealth Management Group, LLC
17,045$1.5M0.2%CoreMediumMinneapolis, MN2026-10-30
Financial Partners Group, Inc
15,825$1.4M0.1%ETFLowOverland Park, KS2026-10-19
Barden Capital Management, Inc.
15,660$1.4M1.3%GrowthLowAustin, TX2026-10-09
Milestone Asset Management, LLC
15,231$1.4M0.2%GrowthHighPittsburgh, PA2026-10-15
RW Investment Management LLC
14,728$1.3M0.1%ETFLowEagle, ID2026-11-03
Koshinski Asset Management, Inc.
14,707$1.3M0.1%ETFLowDecatur, IL2026-10-29
Wealth Enhancement Advisory Services, LLC
14,516$1.3M0.0%CoreLowPlymouth, MN2026-10-13
Walkner Condon Financial Advisors LLC
12,262$1.1M0.1%ETFLowVerona, WI2026-11-02
TD Waterhouse Canada Inc.
11,597$1.0M0.0%CoreLowToronto, Australia2026-10-16
Curtis Advisory Group, LLC
11,321$1.0M0.2%ETFLowSanta Barbara, CA2026-10-28
Invested Advisors
10,673$965.7K0.8%CoreMediumState College, PA2026-10-23
TrustWell Financial Advisors, LLC
10,549$954.5K0.8%ETFMediumJacksonville, FL2026-10-15
Howard Wealth Management, LLC
10,393$940.4K0.3%ETFVery LowMadison, CT2026-10-28
Kestra Advisory Services, LLC
10,155$918.8K0.0%CoreLowAustin, TX2026-11-02
Red Mountain Financial, LLC
9,630$871.3K0.7%ETFLowFort Collins, CO2026-11-03
Golden Reserve Retirement LLC
9,325$843.7K0.1%ETFVery LowDublin, OH2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
8,925$807.5K0.0%GrowthVery LowSeattle, WA2026-10-27
American Capital Advisory, LLC
8,640$781.7K0.3%ETFLowKetchum, ID2026-10-28
Independent Financial Group, LLC
8,586$776.9K0.0%GrowthLowSan Diego, CA2026-10-13
Basso Capital Management, L.P.
8,500$769.1K0.2%ETFMediumStamford, CT2026-10-30
Milestones Private Investment Advisors LLC
8,067$729.9K0.6%ETFMediumFairport, NY2026-10-19
Rainey & Randall Wealth Advisors Inc.
7,875$712.5K0.1%ETFVery LowCelebration, FL2026-10-26
Pinnacle Bancorp, Inc.
7,689$695.7K0.2%CoreVery LowBeatrice, NE2026-10-21
Truist Financial Corp
7,432$672.4K0.0%CoreLowCharlotte, NC2026-10-30
Davenport & Co LLC
6,885$623.0K0.0%CoreMediumRichmond, VA2026-10-14
Analyst IMS Investment Management Services Ltd.
6,793$6150.0%ETFLowTel-Aviv, Luxembourg2026-11-05
Financial Synergies Wealth Advisors, Inc.
6,517$589.7K0.0%ETFVery LowHouston, TX2026-10-16
Gilman Hill Asset Management, LLC
5,750$520.3K0.1%YieldMediumNew Canaan, CT2026-10-13
Creative Planning
5,416$490.0K0.0%IndexVery LowOverland Park, KS2026-11-02
Sage Rhino Capital LLC
5,399$488.5K0.1%ETFLowMenlo Park, CA2026-10-28
Burns J W & Co Inc
5,375$486.3K0.0%GrowthVery LowDewitt, NY2026-10-20
McAdam, LLC
5,316$481.0K0.0%ETFLowPhiladelphia, PA2026-10-21
Richardson Financial Services Inc.
5,249$474.8K0.3%GrowthMediumMedway, MA2026-10-30
Hoxton Planning & Management, LLC
5,164$467.2K0.1%ETFLowShepherdstown, WV2026-10-15
Bellecapital International Ltd.
5,000$452.4K0.1%GrowthMediumZurich, Switzerland2026-10-21
Strategic Advocates LLC
4,986$451.1K1.7%GrowthLowSacramento, CA2026-11-03
Valeo Financial Advisors, LLC
4,747$429.5K0.0%ETFLowCarmel, IN2026-10-08
Helium Advisors LLC
4,443$402.0K0.3%ETFLowVancouver, WA2026-10-23
Reicon Wealth Advisors, LLC
4,410$399.0K0.2%ETFLowAtlanta, GA2026-11-04
Tcfg Investment Advisors, LLC
4,349$393.5K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Sigma Planning Corp
4,144$375.0K0.0%GrowthMediumAnn Arbor, MI2026-10-23
PFG Advisors
3,789$342.8K0.0%ETFMediumPhoenix, AZ2026-10-16
Advisor OS, LLC
3,766$340.7K0.0%ETFMediumChicago, IL2026-11-03
CKW Financial Group
3,498$3150.0%ETFVery LowHonolulu, HI2026-10-29
Signal Advisors Wealth, LLC
3,038$274.8K0.0%ETFLowDetroit, MI2026-10-13
Seek First Inc.
2,803$253.6K0.2%ETFLowCampbell, CA2026-10-27
Asset One Wealth Management LLC
2,724$246.5K0.0%GrowthLowBellevue, WA2026-11-02
Beacon Financial Advisory LLC
2,695$243.9K0.0%ETFLowCleveland, OH2026-10-16
Farther Finance Advisors, LLC
2,645$239.3K0.0%IndexLowSan Francisco, CA2026-10-08
Pinnacle Associates LTD
2,518$227.8K0.0%CoreLowNew York, NY2026-10-20
Tempus Wealth Planning, LLC
2,381$215.4K0.0%ETFMediumIrvine, CA2026-10-14
Fifth Third Securities, Inc.
2,324$210.3K0.0%ETFLowCincinnati, OH2026-10-21
StoneX Group Inc.
2,319$214.1K0.0%ETFMediumNew York, NY2026-11-03
Everett Harris & Co
2,279$206.2K0.0%CoreVery LowLos Angeles, CA2026-10-28
CoreCap Advisors, LLC
2,150$194.5K0.0%ETFMediumSouthfield, MI2026-10-08
Murphy & Mullick Capital Management Corp
1,996$180.6K0.1%GrowthLowSmithtown, NY2026-11-02
Lloyd Advisory Services, Llc.
1,874$169.6K0.1%ETFVery HighSuwanee, GA2026-11-02
Key FInancial Inc
1,457$131.8K0.0%ETFLowWest Chester, PA2026-11-02
Redwood Park Advisors LLC
1,250$113.1K0.1%ETFVery LowRedwood City, CA2026-11-02
Wagner Wealth Management, LLC
1,239$112.1K0.0%ETFLowGreenville, SC2026-10-21
Markowski Investments
1,139$103.0K0.0%ETFN/ATampa, FL2026-10-30
Planning Strategies Inc.
1,126$101.9K0.1%ETFN/ALancaster, PA2026-10-02
Kingdom Financial Group Llc.
1,038$93.9K0.0%ETFMediumPeoria, AZ2026-11-04
Capital Investment Advisory Services, LLC
982$89.1K0.0%CoreMediumRaleigh, NC2026-10-30
Cherry Tree Wealth Management, LLC
733$66.3K0.0%ETFVery LowMinnetonka, MN2026-10-15
Financial Management Professionals, Inc.
631$57.1K0.0%ETFMediumAustin, TX2026-10-23
Capital Advisors, Ltd. LLC
546$490.0%ETFLowShaker Heights, OH2026-10-27
EverSource Wealth Advisors, LLC
524$47.4K0.0%CoreMediumBirmingham, AL2026-11-04
Concord Wealth Partners
519$47.0K0.0%GrowthLowAbingdon, VA2026-11-02
Brown, Lisle Ings, Inc.
470$42.5K0.0%CoreVery LowProvidence, RI2026-10-16
Lanark Financial, Inc.
434$39.3K0.0%CoreMediumBirmingham, AL2026-10-26
Ascentis Independent Advisors
400$36.2K0.0%ETFLowDallas, TX2026-11-03
Ashton Thomas Private Wealth, LLC
367$33.2K0.0%CoreMediumScottsdale, AZ2026-11-03
Creative Financial Designs Inc
300$27.1K0.0%ETFMediumKokomo, IN2026-11-04
Kelleher Financial Advisors
250$22.6K0.0%CoreMediumNew York, NY2026-10-30
Tounjian Advisory Partners, LLC
215$19.5K0.0%GrowthHighFort Myers, FL2026-11-04
Latitude Advisors, LLC
210$19.0K0.0%ETFLowYorkville, IL2026-10-27
First Bancorp, Inc
209$18.9K0.0%ValueVery LowDamariscotta, ME2026-10-26
Buck Wealth Strategies, LLC
208$18.8K0.0%ValueMediumDenver, CO2026-10-28
Pacifica Partners Inc.
204$18.3K0.0%CoreLowSurrey, South Africa2026-10-09
Cape Investment Advisory, Inc.
182$16.5K0.0%ETFLowMcdonough, GA2026-10-13
West Financial Advisors, LLC
160$14.5K0.0%ETFLowDes Moines, IA2026-10-22
Signature Resources Capital Management, LLC
150$13.6K0.0%ETFLowNewport Beach, CA2026-10-16
Coastline Trust Co
146$13.2K0.0%GrowthVery LowProvidence, RI2026-10-01
Networth Advisors, LLC
116$10.5K0.0%ETFMediumCanonsburg, PA2026-11-03
Bank of New Hampshire
99$9.0K0.0%CoreLowLaconia, NH2026-10-06
Tsfg, LLC
84$80.0%ETFLowLake Forest, IL2026-10-23
Elevation Wealth Partners, LLC
54$4.9K0.0%ETFLowWalnut Creek, CA2026-10-07
Blue Trust, Inc.
46$4.2K0.0%ETFLowBrentwood, TN2026-10-15
Elevated Capital Advisors, LLC
38$3.5K0.0%ETFMediumSandy, UT2026-11-04
Signaturefd, LLC
31$2.8K0.0%IndexLowAtlanta, GA2026-10-23
Parallel Advisors, LLC
31$2.8K0.0%IndexLowSan Francisco, CA2026-11-03
Register Financial Advisors LLC
27$2.4K0.0%GARPLowAtlanta, GA2026-10-23
Ascentis Wealth Management, LLC
18$1.6K0.0%Agg GrowthLowDallas, TX2026-11-03
Montgomery Financial Services LLC
14$1.3K0.0%ETFN/AOcean City, MD2026-11-03
Gilpin Wealth Management, LLC
11$9960.0%GrowthLowDenver, CO2026-10-09
Compass Financial Management LLC
7$6330.0%CoreN/ATampa, FL2026-10-30
Citigroup Inc
1$900.0%CoreMediumNew York, NY2026-11-04