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Disclosery

HYS PIMCO ETF TR

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0-5 HIGH YIELD (fund)

230 managers (231 13F filers) reported a position in HYS shares at 2025-03-31, 9,284,306 shares in all. 23 filers opened a position and 27 filers sold out during the quarter.

Managers
230
13F filers
231
New
23
Added
89
Reduced
70
Sold out
27
Shares held by filers
9,284,306

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Allianz SEgroup of 2 filers holding774,224$72.5M+691,130Timeline
MORGAN STANLEYin group MORGAN STANLEY666,931$62.5M<0.01%+15,73713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC658,876$61.7M0.17%-7,56413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC503,469$47.2M0.02%-64,79013F-HRTimelineGroup
UBS Group AGin group UBS Group AG335,849$31.5M0.01%-3,96213F-HRTimelineGroup
Mid-American Wealth Advisory Group, Inc.311,329$29.2M15.64%+17,09113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…305,322$28.6M0.01%+25,20313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO285,261$26.7M<0.01%+116,27113F-HRTimelineGroup
Cetera Investment Advisers263,825$24.7M0.05%-45,60013F-HRTimeline
Capital Management Associates, Inc258,042$24.2M5.47%+139,34913F-HRTimeline
LPL Financial LLC242,330$22.7M0.01%+45,31413F-HRTimeline
Financial Management Professionals, Inc.221,971$20.8M2.66%+6,46213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC193,570$18.1M0.03%new13F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA182,394$17.1M<0.01%+35,48813F-HR/ATimelineGroup
OneDigital Investment Advisors LLC180,698$16.9M0.2%+7,00313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/162,429$15.2M<0.01%+19,30513F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC151,520$14.2M0.39%+11,95413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC150,844$14.1M0.02%+1,57813F-HRTimeline
RMR Wealth Builders148,784$13.9M1.47%+6,43813F-HRTimeline
CONDOR CAPITAL MANAGEMENT143,917$13.5M1.26%+62413F-HRTimeline
West Financial Advisors, LLC142,590$13.4M2.54%+2,23713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN142,063$13.3M<0.01%+19,79113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC141,560$13.3M<0.01%+59,84413F-HRTimelineGroup
CWM, LLCin group CWM, LLC127,795$12M0.05%+15213F-HRTimelineGroup
One Capital Management, LLC124,654$11.7M0.39%+34,50613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC111,300$10.4M0.02%-6,21913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC97,319$9.11M0.01%new13F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC84,332$7.9M0.29%+3,33613F-HRTimeline
Man Group plcin group Man Group plc79,043$7.4M0.02%-8,02613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC71,912$6.74M<0.01%+23,10513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.68,741$6.44M0.01%-34,54713F-HRTimelineGroup
Cambridge Investment Research Advisors,…63,917$5.99M0.02%+4,69713F-HRTimeline
Graves Light Lenhart Wealth, Inc.63,540$5.95M0.73%-8,43013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP55,644$5.21M0.01%+8,66013F-HRTimelineGroup
Atria Wealth Solutions, Inc.50,135$4.7M0.06%-14,29113F-HRTimeline
Strategic Advocates LLC49,889$4.67M1.62%-53,01313F-HRTimeline
Beacon Pointe Advisors, LLC47,425$4.44M0.05%+42,76813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP45,643$4.27M0.01%+9,54413F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC42,589$3.99M0.85%+38,38413F-HRTimeline
BHK Investment Advisors, LLC41,050$3.84M1.63%+5,70013F-HRTimeline
Wealthspire Retirement, LLC38,007$3.56M0.28%+4,11213F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC37,912$3.55M2.42%+5,37313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC37,762$3.54M0.11%-22113F-HRTimelineGroup
Tennessee Valley Asset Management Partn…36,912$3.46M0.56%-81713F-HRTimeline
Financial & Tax Architects, LLC36,728$3.44M0.86%+1,75713F-HRTimeline
Merit Financial Group, LLC36,565$3.42M0.05%-2,40613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS35,600$3.33M<0.01%-40013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc35,253$3.3M1.08%013F-HRTimeline
NewEdge Advisors, LLC35,066$3.28M0.02%+8,68813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO33,389$3.13M0.06%new13F-HRTimeline
Alternative Investment Advisors, LLC.32,988$3.09M1.63%-2,79213F-HRTimeline
Coastline Trust Co30,821$2.89M0.36%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MML INVESTORS SERVICES, LLC30,306$2.84M0.01%+9,06513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…27,101$2.54M0.06%+6,91813F-HRTimelineGroup
Compass Financial Group, Inc.27,080$2.54M1.3%-31213F-HRTimeline
Aspen Investment Management Inc26,988$2.53M1.17%+13313F-HRTimeline
Valmark Advisers, Inc.26,247$2.46M0.04%-33813F-HRTimeline
Friedenthal Financial22,334$2.09M1.25%+2,53213F-HRTimeline
Mariner, LLCin group Mariner, LLC22,332$2.09M<0.01%-1,89913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…22,036$2.09M<0.01%013F-HR/ATimelineGroup
Atria Investments, Inc22,275$2.09M0.03%-2,36913F-HRTimeline
NewSquare Capital LLC21,504$2.01M0.16%+4,71313F-HRTimeline
Advisory Services Network, LLC21,067$1.97M0.04%+2,27313F-HRTimeline
VIAWEALTH, LLC19,705$1.85M1.14%+80813F-HRTimeline
Authentikos Wealth Advisory, LLC19,632$1.84M1.44%new13F-HR/ATimeline
SAGE RHINO CAPITAL LLC19,331$1.81M0.42%+48313F-HRTimeline
Empirical Financial Services, LLC d.b.a…18,436$1.73M0.04%-4213F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.18,111$1.7M0.03%-4,21013F-HRTimelineGroup
ADAMSBROWN WEALTH CONSULTANTS LLC17,987$1.68M0.53%+1,75813F-HRTimeline
Bellecapital International Ltd.17,276$1.62M0.32%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.16,969$1.59M1.24%-19113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP16,635$1.56M0.02%-62013F-HRTimeline
Barden Capital Management, Inc.15,520$1.45M1.29%+40213F-HRTimeline
Price Capital Management, Inc.15,000$1.4M3.53%new13F-HRTimeline
HighTower Advisors, LLC13,941$1.31M<0.01%-5,02913F-HRTimeline
PAX Financial Group, LLC13,832$1.3M0.23%+32513F-HRTimeline
MainStreet Investment Advisors LLC13,542$1.27M0.18%-2,42313F-HRTimeline
Integrated Wealth Concepts LLC12,998$1.22M0.01%+24813F-HRTimeline
Visionary Wealth Advisors12,871$1.21M0.07%+17713F-HRTimeline
AE Wealth Management LLC11,815$1.11M0.01%-6213F-HRTimeline
MassMutual Private Wealth & Trust, FSB11,549$1.08M0.03%-2,32713F-HRTimeline
Financial Futures Ltd Liability Co.11,443$1.07M0.61%-7,93313F-HRTimeline
IFG Advisory, LLC11,373$1.07M0.06%+8013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,462$1.03M<0.01%+9313F-HRTimelineGroup
Global Assets Advisory, LLC10,413$954K0.18%+7,05713F-HRTimeline
GeoWealth Management, LLC10,164$952K0.04%-22113F-HRTimeline
Kingsview Wealth Management, LLC10,119$948K0.02%+1213F-HRTimeline
Curtis Advisory Group, LLC10,085$945K0.28%+60113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,955$931K<0.01%+6,29313F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,782$916K<0.01%new13F-HRTimeline
Koshinski Asset Management, Inc.9,692$908K0.08%new13F-HRTimeline
Hoxton Planning & Management, LLC9,461$886K0.34%-60913F-HRTimeline
TD Waterhouse Canada Inc.9,274$865K0.01%-81213F-HRTimeline
SOL Capital Management CO9,208$862K0.1%-25013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,840$828K<0.01%-3,89713F-HRTimelineGroup
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …8,824$826K0.12%new13F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …8,410$788K0.01%+3,05013F-HRTimelineGroup
Stokes Capital Advisors, LLC8,368$784K0.2%-4,33213F-HRTimeline
Argent Trust Co8,232$771K0.03%+32513F-HRTimeline
&PARTNERS8,066$755K0.01%-3,97913F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.7,921$742K0.56%-36413F-HRTimeline
Charter Oak Capital Management, LLC7,857$736K0.07%+30713F-HRTimeline
World Investment Advisors7,851$735K0.02%+47413F-HRTimeline
Pinnacle Bancorp, Inc.7,831$733K0.24%+6413F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC7,819$732K0.19%new13F-HRTimelineGroup
HOWARD WEALTH MANAGEMENT, LLC7,679$719K0.4%+52713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,407$694K0.02%+3,39013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,838$640K<0.01%+4,05113F-HRTimelineGroup
Intellectus Partners, LLC6,818$639K0.16%+26113F-HRTimeline
TFG Advisers LLC6,816$638K0.23%+1,08313F-HRTimeline
FLOW TRADERS U.S. LLC6,309$591K0.02%-9,90913F-HRTimeline
JMG Financial Group, Ltd.6,166$578K0.02%+5513F-HRTimeline
Rollins Financial Advisors, LLC6,044$566K0.1%-74313F-HR/ATimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…5,890$551K<0.01%+2,82513F-HRTimeline
Axos Invest Inc.5,834$546K0.42%-67213F-HRTimeline
Murphy & Mullick Capital Management Corp5,814$545K0.53%-25313F-HRTimeline
OLD MISSION CAPITAL LLC5,684$532K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,656$529K<0.01%-5,54113F-HRTimelineGroup
KANE INVESTMENT MANAGEMENT, INC.5,514$516K0.25%+1,23413F-HRTimeline
Security Financial Services, INC.5,463$512K0.1%+1,34113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,445$510K<0.01%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV5,387$505K<0.01%-45713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,303$497K0.02%+81313F-HRTimelineGroup
Valeo Financial Advisors, LLC5,275$494K0.01%013F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.5,245$491K0.1%+813F-HRTimeline
Burt Wealth Advisors4,600$431K0.11%+47113F-HRTimeline
Farther Finance Advisors, LLC4,446$415K0.01%+1,08613F-HRTimeline
Gateway Wealth Partners, LLC4,373$410K0.09%-57113F-HRTimeline
Snowden Capital Advisors LLC4,223$396K0.01%013F-HRTimeline
CKW FINANCIAL GROUP4,209$393K0.05%-15,21613F-HRTimeline
Rialto Wealth Management, LLC3,974$372K0.12%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC3,973$372K0.04%-113F-HRTimelineGroup
Sigma Planning Corp3,760$352K0.01%-9513F-HRTimeline
Helium Advisors LLC3,681$345K0.25%+2613F-HRTimeline
BURNS J W & CO INC/NY3,605$338K0.04%-1,00113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,578$335K<0.01%+10013F-HRTimelineGroup
Beacon Bridge Wealth Partners, LLC3,521$330K0.14%-29513F-HRTimeline
Per Stirling Capital Management, LLC.3,513$329K0.05%-1,68313F-HRTimeline
Stonebridge Financial Planning Group, L…3,510$329K0.15%013F-HRTimeline
Hillsdale Investment Management Inc.3,505$328K0.02%-1,11013F-HRTimeline
DAVENPORT & Co LLC3,502$328K<0.01%+34713F-HRTimeline
Advisor Resource Council3,441$322K0.03%new13F-HRTimeline
Legacy Advisory Services, LLC3,348$314K0.26%+5913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,327$312K<0.01%-1,20013F-HRTimelineGroup
Kovack Advisors, Inc.3,272$306K0.03%+113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,263$306K<0.01%013F-HRTimelineGroup
Sanctuary Advisors, LLC3,054$286K<0.01%+25013F-HRTimeline
SCOTIA CAPITAL INC.3,040$285K<0.01%013F-HRTimeline
Financial Synergies Wealth Advisors, In…2,924$274K0.03%new13F-HRTimeline
Gilman Hill Asset Management, LLC2,875$269K0.05%-3,50013F-HRTimeline
Element Wealth, LLC2,717$254K0.14%+2,10213F-HRTimeline
Beacon Financial Advisory LLC2,716$254K0.08%+3813F-HRTimeline
Csenge Advisory Group2,729$251K0.01%-11413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,669$250K0.01%new13F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,667$250K<0.01%new13F-HRTimelineGroup
COMERICA BANK2,667$250K<0.01%+8313F-HRTimeline
HRT FINANCIAL LP2,626$245K<0.01%-3,38013F-HRTimeline
Seek First Inc.2,516$236K0.21%13F-HRTimeline
CAPE ANN SAVINGS BANK2,510$235K0.15%013F-HRTimeline
Roundview Capital LLC2,445$229K0.02%-1013F-HRTimeline
Private Advisor Group, LLC2,342$219K<0.01%-23613F-HRTimeline
RiverFront Investment Group, LLC2,315$217K<0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …2,278$213K<0.01%-2513F-HRTimelineGroup
IFP Advisors, Inc2,267$212K0.01%+2,20113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,250$211K<0.01%-58513F-HRTimelineGroup
Compound Planning, Inc.2,223$208K0.01%new13F-HRTimeline
PFG Investments, LLC2,179$204K0.01%new13F-HRTimeline
Consolidated Portfolio Review Corp2,152$202K0.03%013F-HRTimeline
AdvisorNet Financial, Inc2,075$194K0.01%new13F-HRTimeline
Allworth Financial LP1,984$185K<0.01%-73113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,885$177K0.01%013F-HRTimelineGroup
Key Financial Inc1,800$169K0.04%013F-HRTimeline
ROGCO, LP1,767$165K0.07%-1813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,766$165K<0.01%+5613F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,611$151K0.01%+99513F-HRTimelineGroup
Aptus Capital Advisors, LLC1,540$144K<0.01%+113F-HRTimeline
MAI Capital Management1,395$131K<0.01%+1513F-HRTimeline
CENTAURUS FINANCIAL, INC.1,367$128K0.01%new13F-HRTimeline
Redwood Park Advisors LLC1,250$117K0.1%+15913F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,230$115K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,151$108K0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…1,076$101K0.01%new13F-HRTimeline
Continuum Advisory, LLC1,046$98K0.01%+10313F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…850$79.6K0.01%13F-HRTimeline
WHITTIER TRUST CO770$72.1K<0.01%-15713F-HRTimeline
Cherry Tree Wealth Management, LLC733$68.7K0.02%013F-HRTimeline
Dogwood Wealth Management LLC653$61.2K0.03%-6213F-HRTimeline
LANARK FINANCIAL, INC.649$60K0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.570$53.4K0.02%013F-HRTimeline
Capital Advisors, Ltd. LLC506$47K0.01%013F-HRTimeline
Mechanics Financial Corp499$46.7K0.02%-18513F-HRTimeline
Headlands Technologies LLC444$41.6K<0.01%-13513F-HRTimeline
BLAIR WILLIAM & CO/IL324$30.3K<0.01%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…316$30K<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC300$28.1K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV269$25.2K<0.01%-4213F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC240$22.5K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…223$20.9K<0.01%013F-HRTimeline
Pacifica Partners Inc.187$17.2K0.01%+413F-HRTimeline
HARBOUR INVESTMENTS, INC.182$17K<0.01%013F-HRTimeline