HYS — PIMCO ETF Tr Institutional Holders · Q3 2026
Who owns PIMCO ETF Tr (HYS)? 13 institutions reported holding $5.76M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Stokes Capital Advisors, LLC ($3.3M), Barden Capital Management, Inc. ($1.4M), Valeo Financial Advisors, LLC ($429,518).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Stokes Capital Advisors, LLC | $3.3M | 36,864 | Trimmed |
| 2 | Barden Capital Management, Inc. | $1.4M | 15,660 | Added |
| 3 | Valeo Financial Advisors, LLC | $429,518 | 4,747 | Hold |
| 4 | Farther Finance Advisors, LLC | $239,320 | 2,645 | Trimmed |
| 5 | CoreCap Advisors, LLC | $194,532 | 2,150 | Added |
| 6 | Planning Strategies Inc. | $101,880 | 1,126 | Added |
| 7 | Pacifica Partners Inc. | $18,301 | 204 | Added |
| 8 | Coastline Trust Co | $13,210 | 146 | Hold |
| 9 | Bank of New Hampshire | $8,958 | 99 | Hold |
| 10 | ELEVATION WEALTH PARTNERS, LLC | $4,886 | 54 | Hold |
| 11 | GILPIN WEALTH MANAGEMENT, LLC | $996 | 11 | Hold |
| 12 | Trust Co | $0 | 0 | Exited |
| 13 | CX Institutional | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30