HYS Institutional Ownership
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
1W: -0.6%
1M: -2.5%
3M: -3.5%
YTD: -4.0%
1Y: -4.4%
3Y: +17.7%
5Y: +17.8%
$89.96
+0.04 (+0.04%)
Weekly Expected Move ±0.4%
$89
$90
$90
$90
$91
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — HYS
286
Institutional Holders
+17 vs prior quarter
0.0%
Ownership
+0.00pp
866M
Total Invested
44
New Positions
111
Increased
82
Reduced
16
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (306 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 722,783 | $65M | +24,091 | +3.4% | 60Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 592,483 | $53M | +8,732 | +1.5% | 54Q | SEC ↗ |
| 3 | ASSETMARK, INC | 531,701 | $48M | -81,805 | -13.3% | 49Q | SEC ↗ |
| 4 | CWM, LLC | 402,979 | $36M | +154,041 | +61.9% | 18Q | SEC ↗ |
| 5 | OneDigital Investment Advisors LLC | 380,042 | $34M | +25,516 | +7.2% | 16Q | SEC ↗ |
| 6 | LPL Financial LLC | 371,068 | $33M | +5,099 | +1.4% | 58Q | SEC ↗ |
| 7 | PNC Financial Services Group, Inc. | 357,262 | $32M | +10,636 | +3.1% | 15Q | SEC ↗ |
| 8 | Alpine Bank Wealth Management NEW | 346,430 | $31M | — | +0.0% | 1Q | SEC ↗ |
| 9 | Mid-American Wealth Advisory Group, In | 314,582 | $28M | -16,897 | -5.1% | 8Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 291,687 | $26M | +9,017 | +3.2% | 23Q | SEC ↗ |
| 11 | TD PRIVATE CLIENT WEALTH LLC | 243,726 | $22M | +16,328 | +7.2% | 27Q | SEC ↗ |
| 12 | RMR Wealth Builders | 227,955 | $21M | +23,047 | +11.2% | 19Q | SEC ↗ |
| 13 | BANK OF AMERICA CORP /DE | 218,631 | $20M | +16,750 | +8.3% | 15Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA | 217,023 | $20M | +11,946 | +5.8% | 60Q | SEC ↗ |
| 15 | Bleakley Financial Group, LLC | 185,109 | $17M | -9,753 | -5.0% | 5Q | SEC ↗ |
| 16 | CONDOR CAPITAL MANAGEMENT | 178,391 | $16M | +5,606 | +3.2% | 25Q | SEC ↗ |
| 17 | CreativeOne Wealth, LLC | 176,783 | $16M | +9,535 | +5.7% | 24Q | SEC ↗ |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 175,434 | $16M | +8,972 | +5.4% | 35Q | SEC ↗ |
| 19 | WELLS FARGO & COMPANY/MN | 162,247 | $15M | +13,186 | +8.8% | 55Q | SEC ↗ |
| 20 | Capital Management Associates, Inc | 156,854 | $14M | -5,200 | -3.2% | 11Q | SEC ↗ |
| 21 | RAYMOND JAMES FINANCIAL INC | 151,165 | $14M | +8,812 | +6.2% | 7Q | SEC ↗ |
| 22 | Man Group plc | 139,722 | $13M | +55,089 | +65.1% | 14Q | SEC ↗ |
| 23 | UBS Group AG | 138,966 | $13M | -2,651 | -1.9% | 47Q | SEC ↗ |
| 24 | AMERIPRISE FINANCIAL INC | 131,557 | $12M | +111,052 | +541.6% | 16Q | SEC ↗ |
| 25 | OSAIC HOLDINGS, INC. | 122,294 | $11M | -6,213 | -4.8% | 26Q | SEC ↗ |
| 26 | Beacon Pointe Advisors, LLC | 114,761 | $10M | +4,400 | +4.0% | 20Q | SEC ↗ |
| 27 | JONES FINANCIAL COMPANIES LLLP | 113,644 | $10M | +23,025 | +25.4% | 9Q | SEC ↗ |
| 28 | NewEdge Advisors, LLC | 99,493 | $9M | +25,340 | +34.2% | 28Q | SEC ↗ |
| 29 | Allianz Asset Management GmbH | 99,122 | $9M | +1,342 | +1.4% | 18Q | SEC ↗ |
| 30 | Stratos Wealth Partners, LTD. NEW | 88,619 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Cambridge Investment Research Advisors | 80,211 | $7M | -13,979 | -14.8% | 53Q | SEC ↗ |
| 32 | One Capital Management, LLC | 73,213 | $7M | — | +0.0% | 2Q | SEC ↗ |
| 33 | Focus Partners Wealth NEW | 69,386 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 34 | Savant Capital, LLC NEW | 65,662 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 35 | EXENCIAL WEALTH ADVISORS, LLC | 64,354 | $6M | +4,419 | +7.4% | 12Q | SEC ↗ |
| 36 | STIFEL FINANCIAL CORP | 62,411 | $6M | -317 | -0.5% | 49Q | SEC ↗ |
| 37 | BRIGHTON JONES LLC NEW | 55,385 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 38 | WESBANCO BANK INC | 52,367 | $5M | +5,330 | +11.3% | 5Q | SEC ↗ |
| 39 | SEAMOUNT FINANCIAL GROUP INC | 48,596 | $4M | +1,579 | +3.4% | 11Q | SEC ↗ |
| 40 | LARCH CAPITAL PARTNERS LLC | 48,270 | $4M | +1,512 | +3.2% | 2Q | SEC ↗ |
| 41 | ADAMSBROWN WEALTH CONSULTANTS LLC | 47,925 | $4M | +21,735 | +83.0% | 13Q | SEC ↗ |
| 42 | Financial & Tax Architects, LLC | 43,808 | $4M | +4,277 | +10.8% | 14Q | SEC ↗ |
| 43 | BHK Investment Advisors, LLC | 43,400 | $4M | +500 | +1.2% | 35Q | SEC ↗ |
| 44 | MERCER GLOBAL ADVISORS INC /ADV | 42,211 | $4M | +6,853 | +19.4% | 29Q | SEC ↗ |
| 45 | Stokes Capital Advisors, LLC | 38,282 | $3M | +288 | +0.8% | 10Q | SEC ↗ |
| 46 | NewSquare Capital LLC | 37,465 | $3M | +7,415 | +24.7% | 55Q | SEC ↗ |
| 47 | MML INVESTORS SERVICES, LLC | 35,041 | $3M | +3,489 | +11.1% | 37Q | SEC ↗ |
| 48 | Mutual Advisors, LLC | 32,414 | $3M | +2,377 | +7.9% | 2Q | SEC ↗ |
| 49 | Wealthspire Retirement, LLC | 32,063 | $3M | +42 | +0.1% | 17Q | SEC ↗ |
| 50 | Glass Jacobson Investment Advisors llc | 32,044 | $3M | +1,498 | +4.9% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Alpine Bank Wealth Management | 346,430 | $31M |
| Stratos Wealth Partners, LTD. | 88,619 | $8M |
| Focus Partners Wealth | 69,386 | $6M |
| Savant Capital, LLC | 65,662 | $6M |
| BRIGHTON JONES LLC | 55,385 | $5M |
| Third View Private Wealth, LLC | 27,964 | $3M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11,861 | $1M |
| Global Retirement Partners, LLC | 9,734 | $876K |
| TrustWell Financial Advisors, LLC | 8,837 | $795K |
| Red Mountain Financial, LLC | 8,050 | $724K |
| Analyst IMS Investment Management S | 6,833 | $615K |
| Global Assets Advisory, LLC | 5,060 | $455K |
| Concord Investment Counsel Inc. | 4,770 | $429K |
| BASSO CAPITAL MANAGEMENT, L.P. | 3,750 | $337K |
| Signal Advisors Wealth, LLC | 3,219 | $290K |
| REICON WEALTH ADVISORS, LLC | 2,910 | $262K |
| CAPTRUST FINANCIAL ADVISORS | 2,672 | $240K |
| Private Advisor Group, LLC | 2,517 | $226K |
| RFG Holdings, Inc. | 2,481 | $223K |
| Tempus Wealth Planning, LLC | 2,381 | $214K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Tennessee Valley Asset Management P | 64,929 | $6M |
| Synergy Asset Management, LLC | 35,739 | $3M |
| Advisors Preferred, LLC | 26,993 | $2M |
| SOL Capital Management CO | 11,413 | $1M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 11,077 | $996K |
| HRT FINANCIAL LP | 8,846 | $796K |
| Arete Wealth Advisors, LLC | 5,134 | $462K |
| CITADEL ADVISORS LLC | 5,082 | $457K |
| FLOW TRADERS U.S. LLC | 4,338 | $390K |
| Legacy Advisory Services, LLC | 3,534 | $318K |
| Envestnet Portfolio Solutions, Inc. | 3,250 | $292K |
| OLD MISSION CAPITAL LLC | 2,705 | $243K |
| Axos Invest Inc. | 2,654 | $239K |
| Brookwood Investment Group LLC | 2,381 | $214K |
| Beacon Bridge Wealth Partners, LLC | 2,256 | $203K |
| STEPHENS INC /AR | 2,175 | $196K |
| Manske Wealth Management | 2,171 | $195K |
| Financial Futures Ltd Liability Co. | 2,145 | $193K |
| MAI Capital Management | 1,115 | $100K |
| WFA of San Diego, LLC | 1,015 | $91K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CWM, LLC | +154,041 | +61.9% | 402,979 |
| AMERIPRISE FINANCIAL INC | +111,052 | +541.6% | 131,557 |
| Man Group plc | +55,089 | +65.1% | 139,722 |
| OneDigital Investment Advisors LLC | +25,516 | +7.2% | 380,042 |
| NewEdge Advisors, LLC | +25,340 | +34.2% | 99,493 |
| MORGAN STANLEY | +24,091 | +3.4% | 722,783 |
| RMR Wealth Builders | +23,047 | +11.2% | 227,955 |
| JONES FINANCIAL COMPANIES LLLP | +23,025 | +25.4% | 113,644 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | +21,735 | +83.0% | 47,925 |
| BANK OF AMERICA CORP /DE | +16,750 | +8.3% | 218,631 |
| TD PRIVATE CLIENT WEALTH LLC | +16,328 | +7.2% | 243,726 |
| Cerity Partners LLC | +14,950 | +132.0% | 26,275 |
| WELLS FARGO & COMPANY/MN | +13,186 | +8.8% | 162,247 |
| ROYAL BANK OF CANADA | +11,946 | +5.8% | 217,023 |
| PNC Financial Services Group, Inc. | +10,636 | +3.1% | 357,262 |
| Kestra Advisory Services, LLC | +9,960 | +114.6% | 18,651 |
| CreativeOne Wealth, LLC | +9,535 | +5.7% | 176,783 |
| RFG Advisory, LLC | +9,076 | +93.5% | 18,788 |
| Wayfinding Financial, LLC | +9,057 | +99.5% | 18,160 |
| IFG Advisory, LLC | +9,046 | +450.0% | 11,056 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ASSETMARK, INC | -81,805 | -13.3% | 531,701 |
| Compass Financial Group, Inc. | -17,184 | -66.0% | 8,841 |
| Mid-American Wealth Advisory Group, | -16,897 | -5.1% | 314,582 |
| Valmark Advisers, Inc. | -14,810 | -49.3% | 15,204 |
| Cambridge Investment Research Advis | -13,979 | -14.8% | 80,211 |
| UNITED CAPITAL FINANCIAL ADVISORS, | -10,793 | -81.8% | 2,394 |
| Bleakley Financial Group, LLC | -9,753 | -5.0% | 185,109 |
| Ameritas Advisory Services, LLC | -6,402 | -67.8% | 3,046 |
| OSAIC HOLDINGS, INC. | -6,213 | -4.8% | 122,294 |
| JANE STREET GROUP, LLC | -5,981 | -40.8% | 8,695 |
| CIBC Bancorp USA Inc. | -5,209 | -20.9% | 19,680 |
| Capital Management Associates, Inc | -5,200 | -3.2% | 156,854 |
| TRUIST FINANCIAL CORP | -4,052 | -44.0% | 5,155 |
| Precision Wealth Strategies, LLC | -3,487 | -13.1% | 23,033 |
| Arkadios Wealth Advisors | -3,112 | -13.1% | 20,680 |
| UBS Group AG | -2,651 | -1.9% | 138,966 |
| Gateway Wealth Partners, LLC | -2,536 | -37.3% | 4,260 |
| VIAWEALTH, LLC | -2,323 | -19.1% | 9,812 |
| NATIONAL BANK OF CANADA /FI | -2,207 | -47.5% | 2,436 |
| Arax Advisory Partners | -1,842 | -51.5% | 1,735 |