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Disclosery

HYS PIMCO ETF TR

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0-5 HIGH YIELD (fund)

222 managers (223 13F filers) reported a position in HYS shares at 2025-06-30, 11,709,259 shares in all. 15 filers opened a position and 30 filers sold out during the quarter.

Managers
222
13F filers
223
New
15
Added
87
Reduced
70
Sold out
30
Shares held by filers
11,709,259

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 holding717,483$68.2M-56,741Timeline
MORGAN STANLEYin group MORGAN STANLEY693,838$65.9M<0.01%+26,90713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC644,813$61.3M0.14%-14,06313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC525,182$49.9M0.01%+21,71313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO337,940$32.1M<0.01%+52,67913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…317,183$30.1M0.02%+11,86113F-HRTimelineGroup
Mid-American Wealth Advisory Group, Inc.315,569$30M14.26%+4,24013F-HRTimeline
LPL Financial LLC293,665$27.9M0.01%+51,33513F-HRTimeline
Cetera Investment Advisers267,732$25.4M0.04%+3,90713F-HRTimeline
CWM, LLCin group CWM, LLC223,327$21.2M0.07%+95,53213F-HRTimelineGroup
OneDigital Investment Advisors LLC216,890$20.6M0.23%+36,19213F-HRTimeline
UBS Group AGin group UBS Group AG215,039$20.4M<0.01%-120,81013F-HRTimelineGroup
Financial Management Professionals, Inc.211,899$20.1M2.27%-10,07213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA184,724$17.6M<0.01%+2,33013F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.177,030$16.7M0.03%+108,28913F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN162,796$15.5M<0.01%+20,73313F-HRTimelineGroup
Bleakley Financial Group, LLC159,883$15.2M0.39%new13F-HRTimeline
RMR Wealth Builders159,615$15.2M1.38%+10,83113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC158,694$15.1M0.37%+7,17413F-HRTimeline
CONDOR CAPITAL MANAGEMENT152,331$14.5M1.26%+8,41413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/150,398$14.3M<0.01%-12,03113F-HRTimelineGroup
West Financial Advisors, LLC144,408$13.7M2.39%+1,81813F-HRTimeline
Capital Management Associates, Inc132,121$12.6M3.98%-125,92113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC125,065$11.9M0.02%-25,77913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC117,834$11.2M<0.01%-23,72613F-HRTimelineGroup
Man Group plcin group Man Group plc92,138$8.75M0.02%+13,09513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC76,384$7.26M<0.01%+4,47213F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC67,622$6.42M0.23%-16,71013F-HRTimeline
Graves Light Lenhart Wealth, Inc.62,535$5.94M0.71%-1,00513F-HRTimeline
Cambridge Investment Research Advisors,…59,979$5.7M0.02%-3,93813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…58,459$5.55M0.12%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP51,266$4.87M<0.01%-4,37813F-HRTimelineGroup
Strategic Advocates LLC44,444$4.22M1.25%-5,44513F-HRTimeline
Beacon Pointe Advisors, LLC43,850$4.17M0.04%-3,57513F-HRTimeline
BHK Investment Advisors, LLC41,850$3.98M1.56%+80013F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC40,617$3.86M1.98%+2,70513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC39,334$3.74M0.1%+1,57213F-HRTimelineGroup
NewEdge Advisors, LLC37,325$3.55M0.02%+2,25913F-HRTimeline
Wealthspire Retirement, LLC37,274$3.54M0.23%-73313F-HRTimeline
Financial & Tax Architects, LLC35,400$3.36M0.82%-1,32813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC32,600$3.1M<0.01%-78,70013F-HRTimeline
Glass Jacobson Investment Advisors llc32,239$3.06M1.18%-3,01413F-HRTimeline
Alternative Investment Advisors, LLC.31,301$2.97M1.48%-1,68713F-HRTimeline
Proficio Capital Partners LLC2,897,779$2.93M0.18%new13F-HRTimeline
Coastline Trust Co30,821$2.93M0.34%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FLPUTNAM INVESTMENT MANAGEMENT CO29,280$2.78M0.05%-4,10913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…27,945$2.66M0.05%+84413F-HRTimelineGroup
Aspen Investment Management Inc27,538$2.62M1.1%+55013F-HRTimeline
Authentikos Wealth Advisory, LLC26,990$2.56M1.78%+7,35813F-HR/ATimeline
Valmark Advisers, Inc.26,914$2.56M0.04%+66713F-HRTimeline
Compass Financial Group, Inc.26,774$2.54M1.28%-30613F-HRTimeline
NewSquare Capital LLC26,482$2.52M0.19%+4,97813F-HRTimeline
Friedenthal Financial24,685$2.35M1.29%+2,35113F-HRTimeline
MML INVESTORS SERVICES, LLC22,131$2.1M0.01%-8,17513F-HRTimeline
Advisory Services Network, LLC21,723$2.06M0.03%+65613F-HRTimeline
Merit Financial Group, LLC20,776$1.97M0.02%-15,78913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS20,600$1.96M<0.01%-15,00013F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…20,118$1.91M0.04%+1,68213F-HRTimeline
WESBANCO BANK INC19,968$1.9M0.06%new13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC19,823$1.88M0.55%+1,83613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,777$1.88M<0.01%-25,86613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP19,777$1.87M<0.01%+9,82213F-HRTimelineGroup
SAGE RHINO CAPITAL LLC18,994$1.8M0.38%-33713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/18,456$1.75M<0.01%+12,80013F-HR/ATimelineGroup
LexAurum Advisors, LLC18,261$1.74M0.27%new13F-HRTimeline
VIAWEALTH, LLC18,128$1.72M1.02%-1,57713F-HRTimeline
Bellecapital International Ltd.17,276$1.64M0.29%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP16,635$1.58M0.02%013F-HRTimeline
Barden Capital Management, Inc.14,597$1.39M1.22%-92313F-HRTimeline
Financial Partners Group, Inc13,725$1.3M0.18%new13F-HRTimeline
IFG Advisory, LLC13,256$1.26M0.06%+1,88313F-HRTimeline
NORTH DALLAS BANK & TRUST CO12,825$1.22M0.92%13F-HRTimeline
Integrated Wealth Concepts LLC12,675$1.2M0.01%-32313F-HRTimeline
AE Wealth Management LLC12,470$1.18M0.01%+65513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.12,296$1.17M<0.01%+83413F-HRTimelineGroup
Stokes Capital Advisors, LLC11,385$1.08M0.26%+3,01713F-HRTimeline
PAX Financial Group, LLC11,277$1.07M0.2%-2,55513F-HRTimeline
Curtis Advisory Group, LLC11,003$1.05M0.26%+91813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,470$995K<0.01%-86,84913F-HRTimelineGroup
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …10,411$989K0.14%+1,58713F-HRTimeline
TD Waterhouse Canada Inc.10,388$980K0.01%+1,11413F-HRTimeline
GeoWealth Management, LLC10,269$976K0.04%+10513F-HRTimeline
Kingsview Wealth Management, LLC10,128$962K0.02%+913F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC9,938$944K0.2%-32,65113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,605$913K<0.01%+76513F-HRTimelineGroup
Koshinski Asset Management, Inc.9,420$895K0.07%-27213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,087$859K<0.01%-69513F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC8,460$804K0.41%+78113F-HRTimeline
SOL Capital Management CO8,443$802K0.08%-76513F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …8,410$799K0.01%013F-HR/ATimelineGroup
&PARTNERS8,863$790K0.01%+79713F-HRTimeline
Pinnacle Bancorp, Inc.7,781$739K0.23%-5013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,780$739K<0.01%+94213F-HRTimelineGroup
GTS SECURITIES LLC7,600$722K0.03%new13F-HRTimeline
Milestones Private Investment Advisors …7,379$701K0.52%13F-HRTimeline
Argent Trust Co7,374$701K0.03%-85813F-HRTimeline
World Investment Advisors7,209$685K0.02%-64213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,206$685K0.02%-20113F-HRTimeline
TFG Advisers LLC7,030$668K0.23%+21413F-HRTimeline
Intellectus Partners, LLC6,921$658K0.14%+10313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,811$647K<0.01%+4,56113F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.6,760$637K0.43%-1,16113F-HRTimeline
Charter Oak Capital Management, LLC6,709$637K0.05%-1,14813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…6,467$613K<0.01%+57713F-HRTimeline
Private Advisor Group, LLC6,076$577K<0.01%+3,73413F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.5,720$546K0.29%+20613F-HRTimeline
Security Financial Services, INC.5,705$542K0.1%+24213F-HRTimeline
Sanctuary Advisors, LLC5,597$532K<0.01%+2,54313F-HRTimeline
Hoxton Planning & Management, LLC5,531$526K0.18%-3,93013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,455$518K<0.01%+6813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,445$517K<0.01%013F-HRTimelineGroup
Axos Invest Inc.5,430$516K0.39%-40413F-HRTimeline
Financial Futures Ltd Liability Co.5,425$515K0.28%-6,01813F-HRTimeline
Murphy & Mullick Capital Management Corp5,405$513K0.42%-40913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,382$511K0.02%+7913F-HRTimelineGroup
Valeo Financial Advisors, LLC5,275$501K0.01%013F-HR/ATimeline
RAINEY & RANDALL WEALTH ADVISORS INC.5,253$499K0.09%+813F-HRTimeline
Burt Wealth Advisors4,982$473K0.11%+38213F-HRTimeline
JMG Financial Group, Ltd.4,862$462K0.01%-1,30413F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.4,754$452K0.32%-12,21513F-HRTimeline
HighTower Advisors, LLC4,699$446K<0.01%-9,24213F-HRTimeline
Gilman Hill Asset Management, LLC4,500$428K0.07%+1,62513F-HRTimeline
Hillsdale Investment Management Inc.4,445$422K0.02%+94013F-HRTimeline
Rollins Financial Advisors, LLC4,280$407K0.06%-1,76413F-HRTimeline
Snowden Capital Advisors LLC4,158$395K0.01%-6513F-HRTimeline
CKW FINANCIAL GROUP4,189$395K0.05%-2013F-HRTimeline
DAVENPORT & Co LLC4,107$390K<0.01%+60513F-HRTimeline
Rialto Wealth Management, LLC3,974$378K0.11%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC3,973$377K0.04%013F-HRTimelineGroup
IFP Advisors, Inc3,866$367K0.01%+1,59913F-HRTimeline
Financial Synergies Wealth Advisors, In…3,796$361K0.04%+87213F-HRTimeline
Helium Advisors LLC3,623$344K0.22%-5813F-HRTimeline
Sigma Planning Corp3,607$343K0.01%-15313F-HRTimeline
Stonebridge Financial Planning Group, L…3,510$333K0.14%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,451$328K<0.01%+12413F-HRTimelineGroup
Legacy Advisory Services, LLC3,410$324K0.26%+6213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.3,397$323K<0.01%new13F-HRTimeline
Kovack Advisors, Inc.3,273$311K0.03%+113F-HRTimeline
Gateway Wealth Partners, LLC3,267$310K0.06%-1,10613F-HRTimeline
BURNS J W & CO INC/NY3,255$309K0.04%-35013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,201$304K<0.01%+53413F-HRTimelineGroup
Farther Finance Advisors, LLC3,174$302K0.01%-1,27213F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc2,864$272K<0.01%new13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,774$264K0.01%+10513F-HRTimelineGroup
Beacon Financial Advisory LLC2,754$262K0.07%+3813F-HRTimeline
Element Wealth, LLC2,718$258K0.12%+113F-HRTimeline
COMERICA BANK2,653$252K<0.01%-1413F-HRTimeline
Seek First Inc.2,562$243K0.2%+4613F-HR/ATimeline
Roundview Capital LLC2,545$242K0.02%+10013F-HRTimeline
Beacon Bridge Wealth Partners, LLC2,505$238K0.09%-1,01613F-HRTimeline
AdvisorNet Financial, Inc2,473$235K0.02%+39813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …2,392$227K<0.01%+11413F-HRTimelineGroup
Csenge Advisory Group2,365$222K0.01%-36413F-HRTimeline
RiverFront Investment Group, LLC2,315$220K<0.01%013F-HRTimeline
Compound Planning, Inc.2,221$211K0.01%-213F-HRTimeline
Consolidated Portfolio Review Corp2,189$208K0.03%+3713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,175$207K<0.01%-1,08813F-HRTimelineGroup
Brown Financial Advisory2,158$205K0.11%new13F-HRTimeline
Allworth Financial LP1,978$188K<0.01%-613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,885$179K0.01%013F-HRTimelineGroup
Key Financial Inc1,578$150K0.03%-22213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,570$149K<0.01%-19613F-HRTimelineGroup
Aptus Capital Advisors, LLC1,542$146K<0.01%+213F-HRTimeline
MAI Capital Management1,379$131K<0.01%-1613F-HRTimeline
Capital Investment Advisory Services, L…1,269$121K0.01%+19313F-HRTimeline
Redwood Park Advisors LLC1,250$119K0.09%013F-HRTimeline
ROGCO, LP1,231$117K0.04%-53613F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,230$117K0.01%013F-HRTimeline
Global Retirement Partners, LLC1,121$107K<0.01%13F-HRTimeline
WFA of San Diego, LLC1,015$96.4K0.07%13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.951$90.4K<0.01%-20013F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…850$80.8K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…789$75K<0.01%-82213F-HRTimelineGroup
Strategic Wealth Partners, Ltd.746$70.9K0.01%13F-HRTimeline
Cherry Tree Wealth Management, LLC733$69.6K0.02%013F-HRTimeline
Dogwood Wealth Management LLC653$61.5K0.03%013F-HRTimeline
WHITTIER TRUST CO647$61.5K<0.01%-12313F-HRTimeline
LANARK FINANCIAL, INC.649$61K<0.01%013F-HRTimeline
TD Capital Management LLC586$55.7K0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.570$54.2K0.01%013F-HRTimeline
MASECO LLP555$52.7K<0.01%13F-HRTimeline
Capital Advisors, Ltd. LLC511$49K0.01%+513F-HRTimeline
BLAIR WILLIAM & CO/IL499$47.4K<0.01%+17513F-HRTimeline
Steward Partners Investment Advisory, L…359$34.1K<0.01%+31613F-HRTimeline
Mechanics Financial Corp357$33.9K0.01%-14213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC300$28.5K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV274$26.1K<0.01%+513F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC240$22.8K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB224$21.3K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…223$21.2K<0.01%013F-HRTimeline
Pacifica Partners Inc.189$17.9K0.01%+213F-HRTimeline
HARBOUR INVESTMENTS, INC.182$17.3K<0.01%013F-HRTimeline
North Capital, Inc.180$17.1K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp134$12.7K<0.01%new13F-HRTimelineGroup
Cape Investment Advisory, Inc.133$12.6K<0.01%+313F-HRTimeline
FMR LLCin group FMR LLC128$12.2K<0.01%+7913F-HRTimelineGroup
Westside Investment Management, Inc.126$12K<0.01%013F-HRTimeline
Northwest Capital Management Inc108$10.3K0.01%+113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC105$9.98K<0.01%+2213F-HRTimelineGroup
Bank of New Hampshire99$9.41K<0.01%013F-HRTimeline