PIMCO 0-5 YEAR H/Y CORP BOND HYS
$92.98
-0.0% 52w: $87.52 – $93.34
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data87.5290.4393.34
Jun 20, 2025 Jul 2, 2026
Institutional holders
244
+6 QoQ
13F value
$807.4M
+3.7% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns HYS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 698.7K | $65.2M | 0.0% | +3.0% |
| ASSETMARK, INC | Wealth advisor | 613.5K | $57.2M | 0.1% | +0.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 583.8K | $54.4M | 0.0% | +8.5% |
| CWM, LLC | Wealth advisor | 403.0K | $37.6M | 0.1% | +61.9% |
| LPL Financial LLC | Bank broker | 366.0K | $34.1M | 0.0% | +9.2% |
| OneDigital Investment Advisors LLC | Wealth advisor | 354.5K | $33.1M | 0.3% | +23.0% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 346.6K | $32.3M | 0.0% | +1.1% |
| Mid-American Wealth Advisory Group, Inc. | Wealth advisor | 331.5K | $31.4M | 13.3% | Held |
| Cetera Investment Advisers | Wealth advisor | 282.7K | $26.4M | 0.0% | +0.2% |
| TD PRIVATE CLIENT WEALTH LLC | Wealth advisor | 227.4K | $21.2M | 0.4% | +14.4% |
| ROYAL BANK OF CANADA | Bank broker | 205.1K | $19.1M | 0.0% | +3.6% |
| RMR Wealth Builders | Wealth advisor | 204.9K | $19.1M | 1.5% | +8.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 201.9K | $18.8M | 0.0% | +11.0% |
| Bleakley Financial Group, LLC | Wealth advisor | 194.9K | $18.2M | 0.3% | +17.2% |
| CONDOR CAPITAL MANAGEMENT | Wealth advisor | 172.8K | $16.1M | 1.3% | +3.8% |
| CreativeOne Wealth, LLC | Wealth advisor | 167.2K | $15.6M | 0.4% | +21.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 166.5K | $15.5M | 0.0% | +38.9% |
| Capital Management Associates, Inc | Wealth advisor | 162.1K | $15.1M | 3.4% | +9.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 149.1K | $13.9M | 0.0% | -23.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 142.4K | $13.3M | 0.0% | +38.5% |
| UBS Group AG | Bank broker | 141.6K | $13.2M | 0.0% | -6.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 128.5K | $12.0M | 0.0% | -10.4% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 110.4K | $10.3M | 0.1% | +4.7% |
| Allianz Asset Management GmbH | Diversified mechanical | 97.8K | $9.1M | 0.0% | +2.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 94.2K | $8.8M | 0.0% | +15.1% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 90.6K | $8.4M | 0.0% | +60.7% |
| Man Group plc | Quant stat arb | 84.6K | $7.9M | 0.0% | -34.4% |
| NewEdge Advisors, LLC | Diversified mechanical | 74.2K | $6.9M | 0.0% | +72.8% |
| One Capital Management, LLC | Wealth advisor | 73.2K | $6.8M | 0.2% | New |
| EXENCIAL WEALTH ADVISORS, LLC | Wealth advisor | 64.4K | $6.0M | 0.2% | +7.4% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 62.7K | $5.9M | 0.0% | +5.1% |
| WESBANCO BANK INC | Other | 47.0K | $4.4M | 0.1% | +55.7% |
| SEAMOUNT FINANCIAL GROUP INC | Wealth advisor | 47.0K | $4.4M | 2.0% | +4.9% |
| LARCH CAPITAL PARTNERS LLC ★2 | Fundamental concentrated | 46.8K | $4.4M | 0.6% | New |
| BHK Investment Advisors, LLC | Wealth advisor | 42.9K | $4.0M | 1.3% | -1.7% |
| Financial & Tax Architects, LLC | Wealth advisor | 39.5K | $3.7M | 0.8% | +7.7% |
| Stokes Capital Advisors, LLC | Other | 38.0K | $3.5M | 0.8% | +249.0% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 35.4K | $3.3M | 0.0% | +590.9% |
| Wealthspire Retirement, LLC | Wealth advisor | 32.0K | $3.0M | 0.2% | -0.7% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 31.6K | $2.9M | 0.0% | +12.5% |
| Glass Jacobson Investment Advisors llc | Wealth advisor | 30.5K | $2.8M | 1.0% | -4.2% |
| NewSquare Capital LLC | Wealth advisor | 30.1K | $2.8M | 0.2% | +21.2% |
| Mutual Advisors, LLC | Wealth advisor | 30.0K | $2.8M | 0.1% | New |
| Valmark Advisers, Inc. | Wealth advisor | 30.0K | $2.8M | 0.0% | +10.8% |
| Friedenthal Financial | Wealth advisor | 29.5K | $2.8M | 1.4% | +4.3% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 29.0K | $2.7M | 0.0% | -9.3% |
| Aspen Investment Management Inc | Wealth advisor | 28.1K | $2.6M | 0.8% | +0.1% |
| Advisors Preferred, LLC | Wealth advisor | 27.0K | $2.5M | 0.4% | New |
| Precision Wealth Strategies, LLC | Other | 26.5K | $2.5M | 0.8% | +1.6% |
| Advisory Services Network, LLC | Diversified mechanical | 26.5K | $2.5M | 0.0% | -0.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.