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Disclosery

HYS PIMCO ETF TR

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0-5 HIGH YIELD (fund)

236 managers (238 13F filers) reported a position in HYS shares at 2025-12-31, 8,204,680 shares in all. 27 filers opened a position and 30 filers sold out during the quarter.

Managers
236
13F filers
238
New
27
Added
97
Reduced
66
Sold out
30
Shares held by filers
8,204,680

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY678,313$64.3M<0.01%-52,28513F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC612,817$58.1M0.12%-43,12213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding541,252$51.3M+5,697Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…342,776$32.5M0.02%+9,42513F-HRTimelineGroup
LPL Financial LLC335,107$31.8M0.01%+19,07213F-HRTimeline
Mid-American Wealth Advisory Group, Inc.331,479$31.4M13.28%+6,23613F-HRTimeline
OneDigital Investment Advisors LLC288,227$27.3M0.27%+33,54613F-HRTimeline
Cetera Investment Advisers282,069$26.7M0.03%-4,92913F-HRTimeline
CWM, LLCin group CWM, LLC248,938$23.6M0.06%+15,35713F-HRTimelineGroup
Financial Management Professionals, Inc.246,051$23.5M2.42%+28,64113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC198,764$18.8M0.4%+16,58413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA198,034$18.8M<0.01%+7,32013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN194,910$18.5M<0.01%+22,43913F-HRTimelineGroup
RMR Wealth Builders188,863$17.9M1.43%+14,10513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/181,926$17.3M<0.01%+29,72013F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT166,397$15.8M1.28%+7,32813F-HRTimeline
Bleakley Financial Group, LLC166,328$15.8M0.27%-4,56413F-HRTimeline
UBS Group AGin group UBS Group AG151,957$14.4M<0.01%-58,31013F-HRTimelineGroup
Capital Management Associates, Inc147,718$14M3.1%+8,00413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.143,478$13.6M0.02%-36,02613F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC137,429$13M0.32%+25,35613F-HRTimelineGroup
Man Group plcin group Man Group plc129,087$12.2M0.02%+10,86413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC119,881$11.4M0.02%+2,73313F-HRTimeline
Allianz SEgroup of 2 filers holding105,679$10M+11,754Timeline
Beacon Pointe Advisors, LLC105,368$9.99M0.07%+56,63413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC102,765$9.74M<0.01%+22,25213F-HRTimelineGroup
Cambridge Investment Research Advisors,…81,810$7.76M0.02%+10,08713F-HRTimeline
Strategic Advocates LLC76,100$7.27M1.86%+18,30913F-HRTimeline
Tennessee Valley Asset Management Partn…64,929$6.16M0.8%+3,40813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC59,935$5.68M0.18%-1,89313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP59,708$5.66M0.01%+4,92413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP56,377$5.35M<0.01%+23,73313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC50,611$4.8M<0.01%-74,04513F-HRTimelineGroup
SEAMOUNT FINANCIAL GROUP INC44,802$4.25M1.93%+1,32413F-HRTimeline
BHK Investment Advisors, LLC43,650$4.14M1.36%+1,80013F-HRTimeline
NewEdge Advisors, LLC42,921$4.07M0.01%-12,07013F-HRTimeline
Financial & Tax Architects, LLC36,692$3.48M0.78%+66913F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC35,739$3.39M0.35%new13F-HRTimelineGroup
Wealthspire Retirement, LLC32,260$3.06M0.19%-1,80413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…32,037$3.04M0.03%+2,36713F-HRTimelineGroup
Glass Jacobson Investment Advisors llc31,877$3.02M1.09%-90113F-HRTimeline
WESBANCO BANK INC30,201$2.86M0.08%+6,03713F-HRTimeline
Friedenthal Financial28,316$2.68M1.38%+1,85513F-HRTimeline
Aspen Investment Management Inc28,129$2.67M0.81%+413F-HRTimeline
MML INVESTORS SERVICES, LLC28,051$2.66M0.01%-2,62713F-HRTimeline
Valmark Advisers, Inc.27,086$2.57M0.03%+21813F-HRTimeline
Advisory Services Network, LLC26,670$2.53M0.04%+2,43813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.26,298$2.49M<0.01%+13,06813F-HRTimelineGroup
Compass Financial Group, Inc.26,288$2.49M1.1%-23513F-HRTimeline
Precision Wealth Strategies, LLC26,099$2.47M0.8%+98213F-HRTimeline
NewSquare Capital LLC24,792$2.35M0.21%-2,39813F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC23,600$2.24M0.62%+2,02113F-HRTimeline
Merit Financial Group, LLC20,580$1.95M0.02%-23113F-HRTimeline
Empirical Financial Services, LLC d.b.a…19,961$1.89M0.03%-11513F-HRTimeline
SAGE RHINO CAPITAL LLC19,834$1.88M0.36%+42613F-HRTimeline
Authentikos Wealth Advisory, LLC18,467$1.75M1.16%-4,62913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC18,324$1.74M0.01%+10,45813F-HRTimelineGroup
Bellecapital International Ltd.15,995$1.52M0.27%013F-HRTimeline
Financial Partners Group, Inc15,825$1.51M0.17%+2,10013F-HRTimeline
Koshinski Asset Management, Inc.15,641$1.48M0.1%-1,02213F-HRTimeline
Barden Capital Management, Inc.14,439$1.37M1.12%+913F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …14,140$1.34M0.18%+2,57313F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC12,996$1.23M0.23%+1,54513F-HRTimeline
AE Wealth Management LLC12,168$1.15M0.01%+19713F-HRTimeline
VIAWEALTH, LLC12,005$1.14M0.64%-5,53813F-HRTimeline
PAX Financial Group, LLC11,909$1.13M0.19%+213F-HRTimeline
Arkadios Wealth Advisors11,813$1.12M0.02%new13F-HRTimeline
GeoWealth Management, LLC11,787$1.12M0.04%+1,32113F-HRTimeline
SOL Capital Management CO11,413$1.08M0.1%+1,20513F-HRTimeline
Curtis Advisory Group, LLC11,266$1.07M0.22%+16013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO11,077$1.05M0.02%-12,01613F-HRTimeline
Stokes Capital Advisors, LLC10,886$1.03M0.24%-89813F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.10,735$1.02M0.84%+3,86413F-HRTimeline
TD Waterhouse Canada Inc.10,556$1000K0.01%-5613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,264$973K<0.01%-35013F-HRTimelineGroup
INVESTED ADVISORS10,176$965K1%+7,97713F-HRTimeline
Janney Montgomery Scott LLC10,154$963K<0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,104$962K<0.01%+1,26113F-HRTimeline
IFP Advisors, Inc10,107$958K0.02%+1,30313F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.9,775$927K0.45%+1,32113F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC9,393$891K0.39%+35613F-HRTimeline
World Investment Advisors9,389$890K0.01%+2,25213F-HR/ATimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…9,387$890K0.03%+7,46213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,222$874K<0.01%-9,08113F-HRTimelineGroup
IFG Advisory, LLC9,167$869K0.04%+10013F-HRTimeline
FLOW TRADERS U.S. LLC8,743$829K0.03%new13F-HRTimeline
Kingsview Wealth Management, LLC8,555$811K0.01%-1,56213F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …8,410$797K0.01%013F-HRTimelineGroup
Compound Planning, Inc.8,337$791K0.02%+3,87613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP8,226$780K0.01%-5,87813F-HRTimeline
Wayfinding Financial, LLC8,064$769K0.33%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,044$763K<0.01%-32013F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,922$751K<0.01%+54113F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC7,830$742K0.02%+71413F-HRTimeline
Pinnacle Bancorp, Inc.7,743$734K0.22%013F-HRTimeline
&PARTNERS7,575$718K<0.01%-36913F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…7,365$698K<0.01%+1,28613F-HRTimeline
NORTH DALLAS BANK & TRUST CO7,109$674K0.44%13F-HRTimeline
Argent Trust Co7,039$667K0.02%-16013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/7,043$667K<0.01%-2,76313F-HRTimelineGroup
Intellectus Partners, LLC6,952$664K0.13%+1613F-HRTimeline
Security Financial Services, INC.6,906$655K0.1%+73113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,809$646K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning6,743$639K<0.01%new13F-HRTimelineGroup
Milestones Private Investment Advisors …6,479$614K0.42%-55013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.6,275$595K0.19%-57813F-HRTimeline
Gilman Hill Asset Management, LLC6,250$593K0.09%+1,25013F-HRTimeline
Private Advisor Group, LLC6,108$579K<0.01%+1713F-HRTimeline
BAM Wealth Management, LLC5,936$563K0.41%+39213F-HRTimeline
Hillsdale Investment Management Inc.5,725$543K0.01%+44013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,543$526K0.02%+8413F-HRTimelineGroup
Charter Oak Capital Management, LLC5,494$521K0.04%-1,21013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,411$513K<0.01%-3413F-HRTimelineGroup
Gotham Asset Management, LLC5,279$501K<0.01%new13F-HRTimeline
Valeo Financial Advisors, LLC5,275$500K0.01%013F-HRTimeline
Hoxton Planning & Management, LLC5,233$496K0.15%-23613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,118$485K<0.01%+25913F-HRTimeline
Valor Advisors LLC5,016$479K0.4%13F-HRTimeline
DAVENPORT & Co LLC4,866$461K<0.01%+51413F-HRTimeline
Snowden Capital Advisors LLC4,688$447K0.01%+513F-HRTimeline
HighTower Advisors, LLC4,696$445K<0.01%-8,42513F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.4,500$427K0.07%+913F-HRTimeline
Financial Synergies Wealth Advisors, In…4,478$425K0.04%+42213F-HRTimeline
CKW FINANCIAL GROUP4,400$417K0.05%-2313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC4,271$405K<0.01%+32913F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC3,973$377K0.03%013F-HRTimelineGroup
Helium Advisors LLC3,856$366K0.37%+6813F-HRTimeline
Sigma Planning Corp3,599$341K0.01%-4013F-HRTimeline
Kovack Advisors, Inc.3,545$336K0.02%+27113F-HR/ATimeline
Legacy Advisory Services, LLC3,534$335K0.25%+6513F-HRTimeline
Stonebridge Financial Planning Group, L…3,420$324K0.12%-29013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.3,365$319K0.19%-31913F-HRTimeline
Murphy & Mullick Capital Management Corp3,279$311K0.22%-1,24613F-HRTimeline
BURNS J W & CO INC/NY3,273$310K0.03%+15813F-HRTimeline
Sanctuary Advisors, LLC3,077$292K<0.01%-14113F-HRTimeline
Roundview Capital LLC3,070$291K0.02%+52513F-HRTimeline
McAdam, LLC3,051$289K0.01%+12013F-HRTimeline
Rollins Financial Advisors, LLC3,010$285K0.04%-1,11213F-HRTimeline
Golden Reserve Retirement LLC2,965$281K0.05%new13F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC2,940$279K0.11%+18213F-HRTimelineGroup
Beacon Financial Advisory LLC2,858$271K0.06%+6713F-HRTimeline
Arax Advisory Partners2,741$260K0.01%-12613F-HRTimeline
Element Wealth, LLC2,721$258K0.11%+113F-HRTimeline
Asset One Wealth Management LLC2,699$255K0.03%13F-HRTimeline
Wealth Advisors of Tampa Bay, LLC2,675$254K0.09%013F-HRTimeline
Seek First Inc.2,655$252K0.17%+4813F-HRTimeline
COMERICA BANK2,655$252K<0.01%+813F-HRTimeline
PFG Advisors2,655$252K0.01%new13F-HRTimeline
Axos Invest Inc.2,654$252K0.19%-1,15413F-HRTimeline
PINNACLE ASSOCIATES LTD2,590$246K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC2,404$228K<0.01%-3,67713F-HRTimeline
Brookwood Investment Group LLC2,381$226K0.03%new13F-HRTimeline
RiverFront Investment Group, LLC2,315$220K<0.01%013F-HRTimeline
EVERETT HARRIS & CO /CA/2,279$216K<0.01%new13F-HRTimeline
Beacon Bridge Wealth Partners, LLC2,256$214K0.07%-24913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,175$206K<0.01%013F-HRTimelineGroup
Manske Wealth Management2,171$206K0.06%new13F-HRTimeline
Financial Futures Ltd Liability Co.2,145$203K0.09%-3,17013F-HRTimeline
AdvisorNet Financial, Inc2,135$202K0.01%+1113F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT2,113$200K0.09%-24213F-HRTimeline
Strategic Wealth Partners, Ltd.1,843$175K0.01%-3,66913F-HRTimeline
Lloyd Advisory Services, LLC.1,836$174K0.07%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,835$174K0.01%013F-HRTimelineGroup
SHP Wealth Management1,691$160K0.01%13F-HRTimeline
Rialto Wealth Management, LLC1,595$151K0.04%-2,24113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,570$149K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC1,496$142K<0.01%+213F-HRTimeline
Key Financial Inc1,457$138K0.03%013F-HRTimeline
Allworth Financial LP1,312$124K<0.01%013F-HRTimeline
Redwood Park Advisors LLC1,250$119K0.08%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,230$117K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,229$117K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…1,188$113K0.01%-8313F-HRTimeline
MAI Capital Management1,148$109K<0.01%-35113F-HRTimeline
Global Retirement Partners, LLC1,042$98.8K<0.01%-8313F-HRTimeline
WFA of San Diego, LLC1,015$96.2K0.07%013F-HRTimeline
Qube Research & Technologies Ltd954$90.5K<0.01%+2013F-HRTimeline
WELLINGTON-ALTUS USA INC.880$83.4K0.06%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…805$76.4K<0.01%+14013F-HR/ATimelineGroup
Cherry Tree Wealth Management, LLC733$69.5K0.01%013F-HRTimeline
WHITTIER TRUST CO647$61.6K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.649$61.5K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC637$60.4K0.03%-1613F-HRTimeline
TD Capital Management LLC607$57.6K0.01%+1113F-HRTimeline
CoreCap Advisors, LLC601$57K<0.01%+5313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…594$56.3K<0.01%-14513F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.551$52.6K<0.01%-30013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…546$51.8K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC524$50K0.01%+713F-HRTimeline
CX Institutional516$49K<0.01%-1,42113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.470$44.6K0.01%-10013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…437$41.4K<0.01%013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB429$40.7K<0.01%013F-HRTimeline
Investment Research & Advisory Group, I…429$40.7K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…378$35.8K<0.01%013F-HRTimeline
Mechanics Financial Corp357$33.9K0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC350$33.2K0.02%new13F-HRTimeline
IFC & Insurance Marketing, Inc.329$31K0.03%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC300$28.6K<0.01%013F-HRTimeline
Avalon Trust Co300$28.4K<0.01%013F-HRTimeline