PIMCO ETF TR (MINO)
Institutional ownership reported to the SEC as of Q3 2026, across 21 quarters.
12
Reporting holders
$13.1M
Reported value
0.0%
Calls
0.0%
Puts
-153
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Sprinkle Financial Consultants LLC | $5.8M | 136,596 | 2.27% | 7q | +11.3%+$589.3K |
| Farther Finance Advisors, LLC | $2.7M | 62,831 | 0.02% | 10q | +134.9%+$1.5M |
| TrueWealth Advisors, LLC | $967.5K | 22,716 | 0.22% | 4q | +7.9%+$70.9K |
| LifeGoal Investments, LLC | $737.2K | 17,309 | 0.22% | new | NEW |
| Worth Asset Management, LLC | $617.7K | 14,503 | 0.18% | 3q | +25.0%+$123.6K |
| Breakwater Capital Group | $424.0K | 9,955 | 0.05% | 3q | -15.6%-$78.3K |
| AVAII WEALTH MANAGEMENT, LLC | $422.4K | 9,931 | 0.12% | 8q | +1.2%+$5.1K |
| Emergent Wealth Advisors, LLC | $387.5K | 9,097 | 0.20% | 4q | +13.5%+$46.2K |
| Williams & Novak Wealth Management, LLC | $345.2K | 8,105 | 0.20% | 3q | -23.9%-$108.4K |
| CoreCap Advisors, LLC | $257.0K | 6,035 | 0.01% | 6q | +14.1%+$31.7K |
| Mallini Complete Financial Planning LLC | $255.5K | 6,000 | 0.18% | 8q | HELD |
| Capital Advisors Wealth Management, LLC | $218.7K | 5,135 | 0.02% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 12 | $13.1M | 308,213 | 2 | 7 | 2 | 0.0% |
| Q2 2026 | 165 | $576.4M | 12,599,058 | 26 | 90 | 32 | 0.0% |
| Q1 2026 | 143 | $398.4M | 8,819,529 | 24 | 84 | 21 | 0.0% |
| Q4 2025 | 137 | $341.1M | 7,521,927 | 32 | 68 | 19 | 0.0% |
| Q3 2025 | 111 | $265.2M | 5,855,756 | 14 | 49 | 33 | 0.0% |
| Q2 2025 | 106 | $235.6M | 5,327,927 | 24 | 38 | 32 | 0.0% |
| Q1 2025 | 92 | $197.6M | 4,420,408 | 17 | 48 | 13 | 0.0% |
| Q4 2024 | 85 | $163.9M | 3,635,708 | 14 | 38 | 16 | 0.0% |
| Q3 2024 | 69 | $143.1M | 3,100,332 | 13 | 35 | 12 | 0.0% |
| Q2 2024 | 61 | $116.5M | 2,562,787 | 9 | 32 | 11 | 0.0% |
| Q1 2024 | 54 | $101.4M | 2,220,809 | 17 | 23 | 11 | 0.0% |
| Q4 2023 | 42 | $84.7M | 1,865,397 | 8 | 25 | 5 | 0.0% |
| Q3 2023 | 35 | $65.2M | 1,519,383 | 8 | 19 | 6 | 0.0% |
| Q2 2023 | 32 | $61.6M | 1,381,750 | 6 | 18 | 7 | 0.0% |
| Q1 2023 | 29 | $50.3M | 1,131,565 | 7 | 12 | 8 | 0.0% |
| Q4 2022 | 23 | $59.9M | 1,356,430 | 5 | 12 | 5 | 0.0% |
| Q3 2022 | 21 | $47.0M | 1,091,860 | 4 | 14 | 3 | 0.0% |
| Q2 2022 | 19 | $21.3M | 482,094 | 10 | 3 | 5 | 0.0% |
| Q1 2022 | 16 | $46.1M | 1,006,920 | 6 | 2 | 4 | 0.0% |
| Q4 2021 | 11 | $33.6M | 672,148 | 6 | 0 | 2 | 0.0% |
| Q3 2021 | 5 | $36.1M | 728,079 | 5 | 0 | 0 | 0.0% |