PIMCO ETF TR (MINO)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
160
Reporting holders
$526.4M
Reported value
0.0%
Held as options
+22
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $60.8M | 1,328,986 | 0.01% | 15q | +24.4%+$11.9M |
| ENVESTNET ASSET MANAGEMENT INC | $39.0M | 851,522 | 0.01% | 13q | +71.6%+$16.3M |
| Cardinal Point Capital Management ULC | $27.0M | 589,978 | 1.53% | 4q | +0.7%+$192.2K |
| GREAT VALLEY ADVISOR GROUP, INC. | $26.4M | 576,657 | 0.42% | 5q | +17.0%+$3.8M |
| NewEdge Advisors, LLC | $20.9M | 456,505 | 0.06% | 12q | +25.1%+$4.2M |
| MORGAN STANLEY | $20.1M | 439,710 | 0.00% | 7q | +327.0%+$15.4M |
| RAYMOND JAMES FINANCIAL INC | $15.7M | 342,445 | 0.00% | 7q | +34.4%+$4.0M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $14.6M | 319,021 | 0.70% | 9q | +7262.6%+$14.4M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $14.0M | 306,171 | 0.08% | new | NEW |
| Focus Partners Wealth | $13.1M | 286,220 | 0.01% | 3q | -3.5%-$475.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $12.7M | 276,685 | 0.02% | 8q | +50.4%+$4.2M |
| OSAIC HOLDINGS, INC. | $12.2M | 265,862 | 0.01% | 17q | +25.0%+$2.4M |
| GeoWealth Management, LLC | $9.6M | 210,199 | 0.30% | 5q | +31.5%+$2.3M |
| Asio Capital, LLC | $9.1M | 198,403 | 1.16% | 5q | +5.1%+$439.5K |
| CARY STREET PARTNERS FINANCIAL LLC | $7.9M | 173,561 | 0.17% | 5q | +4.6%+$350.1K |
| TRUIST FINANCIAL CORP | $7.8M | 170,345 | 0.01% | 7q | -1.5%-$117.7K |
| HighTower Advisors, LLC | $7.2M | 156,671 | 0.01% | 7q | +16.7%+$1.0M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.8M | 148,702 | 0.01% | 6q | +27.8%+$1.5M |
| CarsonAllaria Wealth Management, Ltd. | $6.6M | 145,036 | 2.88% | 19q | -8.3%-$601.5K |
| True North Advisors, LLC | $6.4M | 140,914 | 0.62% | new | NEW |
| Bridgewealth Advisory Group, LLC | $6.2M | 135,671 | 1.17% | 11q | +4.1%+$247.1K |
| Tortoise Investment Management, LLC | $5.8M | 126,080 | 0.43% | 19q | +14.7%+$740.9K |
| Sprinkle Financial Consultants LLC | $5.6M | 122,760 | 2.20% | 6q | +24.3%+$1.1M |
| SITTNER & NELSON, LLC | $5.5M | 120,969 | 1.74% | 6q | +16.2%+$772.9K |
| Cetera Investment Advisers | $5.2M | 114,031 | 0.00% | 10q | +62.0%+$2.0M |
| McAdam, LLC | $5.0M | 109,529 | 0.19% | new | NEW |
| Able Wealth Management LLC | $4.5M | 98,000 | 1.03% | 8q | +20.8%+$771.2K |
| Waterway Wealth Management, LLC | $4.3M | 92,917 | 0.87% | 8q | +1.6%+$67.7K |
| Paulson Wealth Management Inc. | $4.1M | 90,065 | 0.87% | 19q | -2.5%-$107.7K |
| Sterling Investment Advisors, Ltd. | $3.9M | 85,925 | 0.66% | 7q | +46.8%+$1.3M |
| MML INVESTORS SERVICES, LLC | $3.6M | 77,768 | 0.01% | 7q | +60.1%+$1.3M |
| Evergreen Wealth Partners LLC | $3.5M | 77,407 | 2.13% | 3q | +3.2%+$110.7K |
| Kestra Advisory Services, LLC | $3.5M | 76,780 | 0.01% | 3q | +545.0%+$3.0M |
| AssuredPartners Investment Advisors, LLC | $3.4M | 74,953 | 0.33% | 5q | +2.3%+$77.2K |
| RFG Advisory, LLC | $3.4M | 74,217 | 0.05% | 3q | +132.2%+$1.9M |
| Equitable Holdings, Inc. | $3.4M | 74,213 | 0.02% | 3q | +58.4%+$1.3M |
| Vise Technologies, Inc. | $3.3M | 72,498 | 0.04% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $3.2M | 69,254 | 0.00% | 2q | +216.3%+$2.2M |
| CreativeOne Wealth, LLC | $3.1M | 68,289 | 0.07% | 11q | +10.3%+$291.9K |
| Geneos Wealth Management Inc. | $3.0M | 64,937 | 0.06% | 2q | +1.2%+$34.3K |
| Dakota Wealth Management | $3.0M | 64,518 | 0.06% | 3q | +19.8%+$488.5K |
| Prasad Wealth Partners, LLC | $2.9M | 63,964 | 0.70% | new | NEW |
| ROYAL BANK OF CANADA | $2.9M | 63,159 | 0.00% | 7q | +72.3%+$1.2M |
| STIFEL FINANCIAL CORP | $2.9M | 62,959 | 0.00% | 8q | +10.2%+$265.8K |
| JANE STREET GROUP, LLC | $2.8M | 61,897 | 0.00% | 8q | -38.1%-$1.7M |
| Visionary Wealth Advisors | $2.8M | 60,761 | 0.11% | 19q | -13.5%-$433.9K |
| Mason & Associates, LLC | $2.5M | 54,508 | 0.52% | 5q | +16.4%+$351.7K |
| PAX Financial Group, LLC | $2.4M | 52,534 | 0.36% | 12q | +6.4%+$144.1K |
| Econ Financial Services Corp | $2.4M | 52,078 | 1.11% | 10q | +44.2%+$730.2K |
| Integrity Wealth Solutions LLC | $2.4M | 51,938 | 0.88% | 6q | +16.5%+$336.7K |
| Arrowroot Family Office, LLC | $2.4M | 51,415 | 0.67% | 13q | +0.6%+$13.4K |
| Laurel Wealth Planning LLC | $2.3M | 50,818 | 1.03% | 10q | +1.1%+$25.8K |
| Quadcap Wealth Management, LLC | $2.2M | 47,618 | 0.21% | 9q | -3.0%-$68.5K |
| ProVise Management Group, LLC | $2.1M | 46,001 | 0.14% | 4q | +24.8%+$418.9K |
| CITADEL ADVISORS LLC | $1.9M | 41,309 | 0.00% | 2q | -12.9%-$279.8K |
| &PARTNERS | $1.9M | 41,282 | 0.01% | 5q | +41.3%+$552.3K |
| BCS Wealth Management | $1.9M | 40,773 | 0.34% | 15q | -1.9%-$36.5K |
| Canvas Wealth Advisors, LLC | $1.8M | 39,250 | 0.25% | 2q | -12.5%-$256.0K |
| Copper Harbor Investment Advisors, LLC | $1.7M | 38,226 | 0.37% | new | FIRST |
| Elequin Capital, LP | $1.7M | 36,511 | 0.05% | new | NEW |
| Cornerstone Wealth Management, LLC | $1.6M | 35,420 | 0.07% | 4q | +155.2%+$985.7K |
| Optimus Capital Advisors, LLC | $1.6M | 35,278 | 0.87% | new | FIRST |
| GatePass Capital, LLC | $1.6M | 34,177 | 0.59% | new | NEW |
| Private Advisor Group, LLC | $1.5M | 33,362 | 0.01% | 12q | +14.6%+$193.9K |
| Mayfair Advisory Group, LLC | $1.5M | 32,911 | 0.44% | 5q | +38.8%+$412.0K |
| VIAWEALTH, LLC | $1.5M | 32,182 | 0.74% | 6q | -2.6%-$39.7K |
| Vestmark Advisory Solutions, Inc. | $1.5M | 31,930 | 0.01% | new | NEW |
| Freedom Investment Management, Inc. | $1.4M | 29,906 | 0.38% | 3q | HELD |
| Trademark Financial Management, LLC | $1.4M | 29,793 | 0.56% | 11q | +3.2%+$42.5K |
| Nuveen, LLC | $1.4M | 29,630 | 0.00% | new | NEW |
| LiftPoint Family Wealth Advisors LLC | $1.3M | 28,498 | 0.88% | 3q | +6.4%+$77.9K |
| BAM Wealth Management, LLC | $1.3M | 28,105 | 0.80% | 4q | +57.9%+$471.8K |
| Summit Investment Advisory Services, LLC | $1.3M | 27,319 | 0.31% | 8q | +7.7%+$89.8K |
| Farther Finance Advisors, LLC | $1.2M | 26,748 | 0.01% | 9q | +73.9%+$520.2K |
| Clarity Asset Management, Inc. | $1.2M | 26,471 | 0.59% | 10q | -69.9%-$2.8M |
| Landmark Wealth Management, LLC | $1.2M | 26,094 | 0.29% | 18q | -1.1%-$12.7K |
| Waverly Advisors, LLC | $1.2M | 25,555 | 0.01% | 10q | +17.3%+$172.3K |
| Park Capital Management, LLC / WI | $1.2M | 25,209 | 0.68% | 4q | +3.1%+$34.8K |
| COFG Advisors, LLC | $1.1M | 23,509 | 0.19% | new | NEW |
| Advyzon Investment Management, LLC | $995.1K | 21,745 | 0.07% | 3q | -18.8%-$231.1K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $993.5K | 21,725 | 0.00% | new | NEW |
| DAHRING | CUSMANO LLC | $973.4K | 21,273 | 0.51% | 7q | +21.0%+$169.2K |
| TrueWealth Advisors, LLC | $963.3K | 21,052 | 0.22% | 3q | +5.0%+$46.1K |
| Lineweaver Wealth Advisors, LLC | $941.8K | 20,580 | 0.11% | 2q | +9.1%+$78.2K |
| High Net Worth Advisory Group LLC | $915.2K | 20,000 | 0.19% | 10q | HELD |
| Destiny Wealth Partners, LLC | $859.3K | 19,172 | 0.12% | 9q | -43.4%-$659.5K |
| Hedeker Wealth, LLC | $829.8K | 18,134 | 0.16% | 2q | -65.0%-$1.5M |
| Advisory Services Network, LLC | $826.2K | 18,056 | 0.01% | 5q | +149.7%+$495.3K |
| Carolina Wealth Management Inc | $785.9K | 17,174 | 0.36% | new | FIRST |
| AdvisorNet Financial, Inc | $775.3K | 16,943 | 0.04% | 3q | +179.5%+$498.0K |
| Kelman-Lazarov, Inc. | $764.1K | 16,697 | 0.10% | 5q | HELD |
| Strategic Financial Concepts, LLC | $723.1K | 15,802 | 0.22% | 2q | +93.3%+$349.0K |
| Beckerman Institutional, LLC | $717.4K | 15,677 | 0.34% | 8q | -0.7%-$5.0K |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | $677.8K | 14,811 | 0.17% | 3q | +110.1%+$355.1K |
| Orion Porfolio Solutions, LLC | $666.7K | 14,569 | 0.01% | 18q | -5.7%-$40.4K |
| Mutual Advisors, LLC | $656.3K | 14,342 | 0.01% | 4q | +16.0%+$90.5K |
| Barnes Wealth Management Group, Inc | $651.9K | 14,246 | 0.30% | 7q | +2.8%+$17.8K |
| CLEAR INVESTMENT RESEARCH, LLC | $648.5K | 14,171 | 1.01% | new | NEW |
| Perigon Wealth Management, LLC | $624.2K | 13,641 | 0.01% | 3q | -13.7%-$99.3K |
| Stratos Wealth Partners, LTD. | $622.8K | 13,610 | 0.01% | 5q | HELD |
Showing the largest 100 of 165 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 160 | $526.4M | 11,507,099 | 26 | 86 | 32 | 0.0% |
| Q1 2026 | 138 | $392.8M | 9,007,190 | 23 | 82 | 19 | 0.0% |
| Q4 2025 | 131 | $310.9M | 6,855,562 | 31 | 64 | 18 | 0.0% |
| Q3 2025 | 105 | $232.8M | 5,140,754 | 13 | 47 | 30 | 0.0% |
| Q2 2025 | 95 | $198.8M | 4,495,685 | 22 | 33 | 29 | 0.0% |
| Q1 2025 | 83 | $162.9M | 3,643,336 | 17 | 40 | 12 | 0.0% |
| Q4 2024 | 75 | $132.2M | 2,933,035 | 12 | 31 | 15 | 0.0% |
| Q3 2024 | 61 | $112.8M | 2,443,837 | 12 | 30 | 11 | 0.0% |
| Q2 2024 | 52 | $87.9M | 1,935,233 | 8 | 25 | 11 | 0.0% |
| Q1 2024 | 47 | $81.6M | 1,787,058 | 16 | 17 | 11 | 0.0% |
| Q4 2023 | 34 | $71.0M | 1,563,358 | 6 | 21 | 4 | 0.0% |
| Q3 2023 | 28 | $52.9M | 1,233,059 | 6 | 14 | 6 | 0.0% |
| Q2 2023 | 25 | $51.1M | 1,146,112 | 5 | 13 | 6 | 0.0% |
| Q1 2023 | 22 | $39.8M | 896,515 | 5 | 9 | 6 | 0.0% |
| Q4 2022 | 15 | $45.6M | 1,028,991 | 2 | 9 | 3 | 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% |