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Get Institutions for : 
Pimco 0 To 5 Year High Yield Corporate Bond Index Fund (HYS)  
$92.77 0.31 (0.34%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 217    18
Total shares held : 
8,535,844  
% of shares held : 
53.52%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -18  
Amount of shares held : 
630,534  
% of shares held change : 
  3.95%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$89.52  
Last Quarter's Ending Price : 
$93.08  
Last Quarter's Average Price
$90.78  
Change from last quarter's     
avg. price to the last closing  : 
1.99 (2.19%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 172,123
 2.02%
 
Increased Positions :
82
 1,282,674
 15.03%
 
Unchanged Positions :
43
 198,502
 2.33%
 
Decreased Positions :
82
-512,663
-6.01%
 
Closed Positions :
28
-311,600
-3.65%
 
Guru Positions :
1
23,979
 0.28%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 89 - 2023-12-31 699,149 $65,077,000 -25,229
   ENVESTNET ASSET MANAGEMENT INC 598 - 2023-12-31 563,053 $52,409,000 -6,841
   GRADIENT INVESTMENTS LLC 40 - 2024-03-31 319,266 $29,845,000 -6,599
   PNC FINANCIAL SERVICES GROUP INC 340 - 2023-12-31 269,003 $25,039,000 -16,922
   Advisor Group Holdings Inc. 416 - 2023-12-31 259,190 $24,128,000 -83,010
   Cetera Investment Advisers 113 - 2023-12-31 231,534 $21,551,000 -10,999
   BANK OF AMERICA CORP /DE/ 1780 - 2023-12-31 216,989 $20,197,000 -14,172
   CWM LLC 246 - 2024-03-31 145,263 $13,579,000 -33,602
   Resources Investment Advisors Inc. 101 - 2023-12-31 130,029 $12,103,000 -8,801
   CONDOR CAPITAL MANAGEMENT 24 - 2023-12-31 115,700 $10,769,000 -4,816
   WELLS FARGO & CO/MN 1579 - 2023-12-31 94,200 $8,768,000 -20,241
   BB&T CORP 912 - 2023-12-31 46,281 $4,308,000 -1,828
   STIFEL FINANCIAL CORP 1199 - 2023-12-31 45,609 $4,245,000 -2,734
   RAYMOND JAMES & ASSOCIATES 1712 - 2024-03-31 44,143 $4,126,000 -8,371
   ROGCO LP 15 - 2023-12-31 37,389 $3,480,000 -9,235
   Bellecapital International Ltd. - 2023-12-31 30,966 $2,882,000 -28,477
   ASPEN INVESTMENT MANAGEMENT INC 17 - 2024-03-31 27,499 $2,571,000 -56
   LEUCADIA NATIONAL CORP -- Notable Guru -- 388 - 2023-12-31 23,979 $2,232,000 -6,465
   VALMARK ADVISERS INC 147 - 2023-12-31 23,756 $2,211,000 -538
   THRIVENT FINANCIAL FOR LUTHERANS 1267 - 2023-12-31 22,636 $2,107,000 -6,626
   PEAPACK GLADSTONE FINANCIAL CORP 325 - 2023-12-31 19,961 $1,858,000 -3,705
   CKW FINANCIAL GROUP 20 - 2024-03-31 19,037 $1,763,000 -78
   PRUDENTIAL FINANCIAL INC 1547 - 2023-12-31 18,010 $1,676,000 -396
   BHK Investment Advisors LLC 15 - 2023-12-31 17,050 $1,587,000 -18,050
   Visionary Wealth Advisors 179 - 2023-12-31 16,780 $1,562,000 -741
   MML INVESTORS SERVICES LLC 1130 - 2023-12-31 16,561 $1,541,000 -180
   GeoWealth Management LLC 159 - 2023-12-31 16,005 $1,490,000 -729
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 855 - 2023-12-31 15,811 $1,472,000 -6,406
   MASSMUTUAL TRUST CO FSB/ADV 211 - 2024-03-31 15,689 $1,467,000 -9,051
   Hoxton Planning & Management LLC 25 - 2024-03-31 15,495 $1,448,000 -494
   ROUNDVIEW CAPITAL LLC 160 - 2023-12-31 14,613 $1,360,000 -13,816
   JMG FINANCIAL GROUP, LTD. 59 - 2023-12-31 14,450 $1,345,000 -3,476
   IFG Advisory LLC 221 - 2023-12-31 14,000 $1,303,000 -459
   Sargent Bickham Lagudis LLC 122 - 2022-12-31 13,287 $1,186,000 -2,261
   Kingsview Wealth Management LLC 478 - 2023-12-31 10,392 $967,000 -109
   Beacon Bridge Wealth Partners LLC 45 - 2023-12-31 10,091 $939,000 -1,028
   COMERICA SECURITIESINC. 212 - 2023-09-30 10,305 $931,000 -37
   Argent Trust Co 306 - 2023-12-31 9,489 $883,000 -520
   Goss Wealth Management LLC 1000 - 2023-12-31 9,206 $857,000 -1,229
   Legacy Capital Group California Inc. 85 - 2023-12-31 9,034 $841,000 -707
   Curtis Advisory Group LLC 45 - 2023-12-31 7,455 $694,000 -570
   Arrowroot Family Office LLC 54 - 2023-12-31 7,195 $670,000 -29
   Merit Financial Group LLC 420 - 2023-12-31 7,064 $658,000 -35,215
   TD Waterhouse Canada Inc. 501 - 2023-12-31 6,952 $642,000 -38
   Beacon Pointe Advisors LLC 825 - 2023-12-31 6,418 $597,000 -308
   BURNS J W & CO INC/NY 131 - 2024-03-31 6,011 $562,000 -865
   STEPHENS INC /AR/ 713 - 2023-12-31 5,890 $548,000 -3,050
   US BANCORP 1441 - 2023-12-31 5,767 $537,000 -24,310
   Howard Wealth Management LLC 53 - 2023-12-31 5,402 $503,000 -297
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 608 - 2023-12-31 5,382 $499,000 -2,300
   Stonebridge Financial Planning Group LLC 88 - 2023-12-31 5,353 $498,000 -390
   HPM Partners LLC - 2023-12-31 4,776 $445,000 -162
   Elevated Capital Advisors LLC 138 - 2024-03-31 4,660 $436,000 -706
   Advisor OS LLC 231 - 2023-12-31 4,316 $402,000 -3
   Stratos Wealth Partners LTD. 976 - 2024-03-31 4,194 $392,000 -561
   Foundations Investment Advisors LLC 498 - 2023-12-31 3,896 $363,000 -614
   BFT FINANCIAL GROUP LLC 223 - 2023-06-30 3,709 $337,000 -2,852
   Aveo Capital Partners LLC 253 - 2023-12-31 3,615 $336,000 -135
   Coppell Advisory Solutions LLC 192 - 2023-12-31 3,574 $333,000 -443
   Coppell Advisory Solutions Corp. 153 - 2023-03-31 3,475 $315,000 -542
   Kestra Advisory Services LLC 1816 - 2023-12-31 3,304 $307,000 -167
   Beacon Financial Advisory LLC - 2023-12-31 3,228 $300,000 -365
   NBT BANK N A /NY 338 - 2024-03-31 3,118 $291,000 -220
   COMERICA BANK 2139 - 2023-12-31 2,930 $273,000 -157
   Qube Research & Technologies Ltd 2298 - 2023-12-31 2,763 $257,000 -38
   CAPE ANN SAVINGS BANK 78 - 2023-12-31 2,572 $240,000 -450
   Crestone Asset Management LLC 87 - 2024-03-31 2,541 $237,000 -1,179
   Ascent Group LLC 463 - 2023-12-31 2,428 $226,000 -189
   Ameritas Advisory Services LLC 657 - 2023-12-31 2,261 $211,000 -30
   Consolidated Portfolio Review Corp 276 - 2023-12-31 2,212 $206,000 -49
   H D Vest Advisory Services 1458 - 2023-12-31 2,175 $202,000 -362
   Key Financial Inc 230 - 2023-12-31 1,892 $176,000 -48
   CARDIFF PARK ADVISORS LLC 258 - 2023-12-31 1,230 $114,000 -81
   DT INVESTMENT PARTNERS, LLC 173 - 2023-12-31 1,118 $105,000 -779
   Rockbridge Investment Management LCC 189 - 2023-12-31 904 $84,000 -6,702
   Farther Finance Advisors LLC 864 - 2023-12-31 860 $80,000 -238
   Ambassador Advisors LLC 184 - 2023-12-31 849 $79,000 -627
   BANK OF MONTREAL /CAN/ 2933 - 2023-12-31 701 $66,000 -78,206
   Carmichael Hill & Associates Inc. 274 - 2024-03-31 649 $61,000 -314
   Element Wealth LLC 161 - 2023-12-31 609 $57,000 -434
   HARBOUR INVESTMENTS INC. 1440 - 2023-12-31 563 $52,000 -73
   Capital Advisors Ltd. LLC 446 - 2024-03-31 506 $47,000 -516
   Focused Wealth Management Inc 354 - 2023-12-31 377 $35,000 -152
   BLAIR WILLIAM & CO/IL 1637 - 2023-12-31 280 $26,000 -27
   TOWER RESEARCH CAPITAL LLC 5009 - 2023-12-31 48 $4,000 -128

  85 Records found
  1    
  Page 1 of 1
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