PIMCO ETF TR (MINT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
730
Reporting holders
$11.2B
Reported value
0.0%
Held as options
+17
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 |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $3.2B | 32,029,913 | 0.18% | 31q | -2.4%-$78.4M |
| ASSETMARK, INC | $1.0B | 10,403,312 | 1.80% | 25q | +7.7%+$74.9M |
| MORGAN STANLEY | $933.1M | 9,255,763 | 0.05% | 35q | +2.3%+$21.0M |
| WELLS FARGO & COMPANY/MN | $511.6M | 5,074,632 | 0.08% | 31q | -55.6%-$641.7M |
| LPL Financial LLC | $499.5M | 4,955,306 | 0.11% | 31q | +14.1%+$61.8M |
| UBS Group AG | $338.4M | 3,356,371 | 0.04% | 31q | +3.2%+$10.5M |
| BANK OF AMERICA CORP /DE/ | $232.7M | 2,308,137 | 0.01% | 31q | +18.1%+$35.7M |
| Focus Partners Wealth | $137.8M | 1,367,299 | 0.14% | 11q | -16.6%-$27.5M |
| ROYAL BANK OF CANADA | $121.2M | 1,202,526 | 0.02% | 31q | -6.3%-$8.2M |
| AE Wealth Management LLC | $115.1M | 1,141,965 | 0.54% | 31q | +13.7%+$13.9M |
| Allianz Asset Management GmbH | $109.4M | 1,085,435 | 0.10% | 26q | +146.6%+$65.0M |
| ENVESTNET ASSET MANAGEMENT INC | $104.2M | 1,033,711 | 0.02% | 31q | -10.5%-$12.2M |
| Bramshill Investments, LLC | $101.3M | 1,005,246 | 7.75% | 16q | +10.3%+$9.5M |
| RAYMOND JAMES FINANCIAL INC | $89.4M | 886,530 | 0.02% | 7q | +29.7%+$20.5M |
| STIFEL FINANCIAL CORP | $86.6M | 858,957 | 0.07% | 31q | +7.1%+$5.8M |
| KEYBANK NATIONAL ASSOCIATION/OH | $80.7M | 800,438 | 0.27% | 31q | +5.8%+$4.4M |
| Krilogy Financial LLC | $79.0M | 783,175 | 2.33% | 30q | +42.5%+$23.5M |
| NewEdge Advisors, LLC | $78.2M | 775,541 | 0.23% | new | NEW |
| Mariner, LLC | $74.1M | 734,908 | 0.08% | 26q | -43.8%-$57.7M |
| Proficio Capital Partners LLC | $72.9M | 722,776 | 2.62% | 7q | -14.9%-$12.7M |
| OSAIC HOLDINGS, INC. | $66.4M | 658,745 | 0.08% | 26q | +24.9%+$13.2M |
| Merit Financial Group, LLC | $61.0M | 605,492 | 0.19% | 13q | +1053.4%+$55.7M |
| Private Advisor Group, LLC | $60.5M | 599,952 | 0.28% | 31q | +103.7%+$30.8M |
| HighTower Advisors, LLC | $59.2M | 586,937 | 0.06% | 31q | +31.9%+$14.3M |
| Advisor OS, LLC | $57.0M | 565,803 | 3.81% | 22q | -0.6%-$368.3K |
| MJP ASSOCIATES INC /ADV | $56.6M | 561,867 | 6.20% | 13q | -1.0%-$595.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $55.2M | 547,862 | 0.07% | 31q | +13.6%+$6.6M |
| Atria Investments, Inc | $49.2M | 488,205 | 0.49% | 31q | -42.8%-$36.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $48.9M | 484,916 | 0.03% | 31q | +12.4%+$5.4M |
| TRUIST FINANCIAL CORP | $46.6M | 462,191 | 0.06% | 27q | -1.8%-$860.7K |
| Modern Wealth Management, LLC | $46.0M | 456,112 | 0.55% | 11q | +1226.1%+$42.5M |
| Gainplan LLC | $45.5M | 451,186 | 17.92% | 4q | -13.6%-$7.2M |
| MML INVESTORS SERVICES, LLC | $44.4M | 440,001 | 0.09% | 31q | +47.6%+$14.3M |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | $39.6M | 392,414 | 0.46% | 2q | +14.4%+$5.0M |
| Family Manage LLC | $39.2M | 389,155 | 4.03% | 30q | -13.0%-$5.8M |
| Mutual Advisors, LLC | $38.5M | 381,442 | 0.72% | 31q | +2218.5%+$36.8M |
| Destination Wealth Management | $35.6M | 352,916 | 0.83% | 31q | +6.1%+$2.0M |
| Waverly Advisors, LLC | $35.4M | 350,743 | 0.21% | 31q | +34.8%+$9.1M |
| RETIREMENT INCOME SOLUTIONS, INC | $34.9M | 346,949 | 6.01% | 5q | HELD |
| Creative Planning | $33.6M | 333,191 | 0.02% | 31q | +30.0%+$7.8M |
| Cetera Investment Advisers | $32.1M | 318,014 | 0.03% | 31q | -35.0%-$17.3M |
| Mason Investment Advisory Services, Inc. | $27.8M | 275,603 | 1.06% | 30q | -0.9%-$257.3K |
| HB Wealth Management, LLC | $27.1M | 268,951 | 0.15% | 19q | -12.0%-$3.7M |
| WealthPlan Investment Management, LLC | $26.3M | 260,708 | 1.31% | 4q | +435.7%+$21.4M |
| TD Capital Management LLC | $25.7M | 254,494 | 2.10% | 31q | +2.2%+$564.1K |
| Waterway Wealth Management, LLC | $25.0M | 247,582 | 5.10% | new | NEW |
| CITIGROUP INC | $23.4M | 232,371 | 0.01% | 31q | +20.7%+$4.0M |
| HARBOUR INVESTMENTS, INC. | $22.5M | 223,597 | 0.30% | 21q | +2.9%+$624.8K |
| Phil A. Younker & Associates, Ltd. | $22.3M | 221,702 | 15.06% | 4q | +13.1%+$2.6M |
| Roehl & Yi Investment Advisors, LLC | $22.2M | 219,921 | 7.30% | 7q | HELD |
| Compound Planning, Inc. | $21.6M | 214,644 | 0.56% | 14q | +129.4%+$12.2M |
| PNC Financial Services Group, Inc. | $21.4M | 212,659 | 0.01% | 31q | +1091.4%+$19.6M |
| CAPTRUST FINANCIAL ADVISORS | $21.3M | 211,497 | 0.03% | 29q | +156.3%+$13.0M |
| KWMG, LLC | $21.1M | 209,503 | 1.53% | 23q | +5.3%+$1.1M |
| Arax Advisory Partners | $20.3M | 201,520 | 0.13% | 3q | +183.0%+$13.1M |
| Cornerstone Wealth Management, LLC | $20.0M | 198,858 | 0.86% | 14q | +8.0%+$1.5M |
| MERCER GLOBAL ADVISORS INC /ADV | $19.5M | 193,228 | 0.01% | 30q | +66.5%+$7.8M |
| Providence First Trust Co | $19.0M | 188,307 | 5.31% | 31q | HELD |
| Visionary Wealth Advisors | $18.4M | 182,111 | 0.72% | 26q | +3.5%+$626.9K |
| Arkadios Wealth Advisors | $18.1M | 179,817 | 0.27% | 27q | -11.9%-$2.5M |
| NOVEM GROUP | $17.8M | 176,273 | 1.80% | 7q | -36.5%-$10.2M |
| JONES FINANCIAL COMPANIES LLLP | $17.2M | 171,110 | 0.01% | 9q | +18.0%+$2.6M |
| Williams Financial, LLC | $17.0M | 168,887 | 8.80% | 3q | +7.1%+$1.1M |
| Brick & Kyle, Associates | $16.9M | 167,922 | 5.57% | 2q | HELD |
| Clearstead Advisors, LLC | $16.7M | 165,539 | 0.16% | 9q | -42.3%-$12.2M |
| First Heartland Consultants, Inc. | $16.5M | 163,225 | 1.06% | 20q | -4.2%-$729.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $16.4M | 163,013 | 0.03% | 17q | +11.6%+$1.7M |
| Addison Capital Co | $16.1M | 159,920 | 2.64% | 10q | +3.4%+$526.6K |
| Mission Hills Financial Advisory, LLC | $15.9M | 157,490 | 6.97% | 8q | -9.3%-$1.6M |
| BNP PARIBAS FINANCIAL MARKETS | $15.6M | 155,034 | 0.01% | 14q | -16.8%-$3.2M |
| Brookstone Capital Management | $15.3M | 151,771 | 0.15% | 31q | -54.4%-$18.2M |
| Ameritas Advisory Services, LLC | $15.3M | 151,361 | 0.31% | 19q | +55.0%+$5.4M |
| Roof Eidam Maycock Peralta, LLC | $15.1M | 149,639 | 2.97% | 15q | +1.7%+$249.8K |
| Cottage Street Advisors LLC | $14.8M | 146,584 | 5.71% | 14q | +10.7%+$1.4M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $14.5M | 143,974 | 0.08% | 31q | -3.4%-$514.1K |
| Beacon Pointe Advisors, LLC | $14.5M | 143,821 | 0.07% | 26q | +21.4%+$2.6M |
| Stratos Wealth Partners, LTD. | $14.3M | 141,824 | 0.14% | 31q | +10.1%+$1.3M |
| OneDigital Investment Advisors LLC | $14.1M | 140,325 | 0.12% | 31q | +289.9%+$10.5M |
| Kestra Advisory Services, LLC | $14.1M | 139,776 | 0.05% | 24q | +65.1%+$5.6M |
| Cerity Partners LLC | $13.9M | 138,021 | 0.02% | 15q | -6.4%-$951.9K |
| NAPLES GLOBAL ADVISORS, LLC | $13.8M | 137,306 | 0.85% | 4q | +14.2%+$1.7M |
| Delta Investment Management, LLC | $13.5M | 133,775 | 2.22% | 8q | -21.5%-$3.7M |
| MinichMacGregor Wealth Management, LLC | $13.5M | 133,539 | 2.04% | 27q | +7.2%+$900.8K |
| BROWN ADVISORY INC | $13.3M | 131,936 | 0.02% | 18q | -17.4%-$2.8M |
| Rockefeller Capital Management L.P. | $13.2M | 131,237 | 0.02% | 30q | +9.7%+$1.2M |
| FIFTH THIRD BANCORP | $13.2M | 130,964 | 0.02% | 4q | -1.6%-$210.5K |
| Stokes Capital Advisors, LLC | $13.0M | 128,565 | 2.78% | 13q | -21.2%-$3.5M |
| Essex Financial Services, Inc. | $12.9M | 128,162 | 0.64% | 24q | -1.0%-$132.4K |
| CacheTech Inc. | $12.5M | 124,173 | 2.03% | 9q | +15.8%+$1.7M |
| Atlantic Edge Private Wealth Management, LLC | $12.3M | 122,282 | 2.52% | 11q | -47.8%-$11.3M |
| Capital Investment Advisory Services, LLC | $12.3M | 121,516 | 0.76% | 31q | +30.2%+$2.8M |
| VANCE WEALTH, LLC | $12.1M | 119,567 | 2.72% | 2q | +4713.5%+$11.8M |
| MGO ONE SEVEN LLC | $12.0M | 119,267 | 0.20% | 11q | +87.9%+$5.6M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $12.0M | 118,966 | 0.14% | new | NEW |
| Buck Wealth Strategies, LLC | $11.8M | 117,164 | 1.24% | 6q | -0.9%-$112.4K |
| CAHILL FINANCIAL ADVISORS INC | $11.5M | 113,585 | 1.10% | 16q | +4.0%+$442.5K |
| Financial Engines Advisors L.L.C. | $11.4M | 113,492 | 0.02% | 5q | +87.9%+$5.4M |
| NATIONAL BANK OF CANADA /FI/ | $11.0M | 109,128 | 0.01% | 19q | -66.9%-$22.3M |
| Steward Partners Investment Advisory, LLC | $10.8M | 107,489 | 0.06% | 31q | +7.2%+$728.0K |
| EVERGREEN CAPITAL MANAGEMENT LLC | $10.8M | 107,362 | 0.19% | 31q | +1.4%+$149.4K |
Showing the largest 100 of 758 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 | 730 | $11.2B | 111,433,876 | 69 | 283 | 254 | 0.0% |
| Q1 2026 | 713 | $11.7B | 115,898,187 | 73 | 291 | 210 | 0.0% |
| Q4 2025 | 704 | $10.1B | 100,653,909 | 57 | 280 | 223 | 0.0% |
| Q3 2025 | 671 | $13.0B | 128,988,488 | 56 | 267 | 227 | 0.0% |
| Q2 2025 | 665 | $9.4B | 93,740,607 | 59 | 236 | 263 | 0.0% |
| Q1 2025 | 659 | $9.3B | 92,338,394 | 63 | 266 | 217 | 0.0% |
| Q4 2024 | 659 | $8.3B | 82,637,880 | 66 | 228 | 229 | 0.0% |
| Q3 2024 | 599 | $10.7B | 106,035,239 | 45 | 207 | 228 | 0.0% |
| Q2 2024 | 611 | $10.7B | 106,536,397 | 67 | 219 | 200 | 0.0% |
| Q1 2024 | 583 | $10.7B | 106,917,724 | 42 | 201 | 233 | 0.0% |
| Q4 2023 | 615 | $8.8B | 87,922,118 | 66 | 173 | 243 | 0.0% |
| Q3 2023 | 564 | $6.2B | 61,663,622 | 41 | 172 | 247 | 0.0% |
| Q2 2023 | 559 | $5.8B | 58,641,761 | 46 | 165 | 252 | 0.0% |
| Q1 2023 | 546 | $4.8B | 48,074,610 | 50 | 143 | 262 | 0.0% |
| Q4 2022 | 550 | $4.7B | 48,125,667 | 31 | 110 | 299 | 0.0% |
| Q3 2022 | 664 | $7.4B | 75,033,724 | 50 | 179 | 289 | 0.0% |
| Q2 2022 | 674 | $7.5B | 75,494,782 | 55 | 177 | 322 | 0.0% |
| Q1 2022 | 689 | $8.2B | 82,378,102 | 70 | 186 | 296 | 0.0% |
| Q4 2021 | 678 | $8.0B | 78,651,864 | 41 | 197 | 261 | 0.0% |
| Q3 2021 | 628 | $7.8B | 76,433,424 | 39 | 199 | 260 | 0.0% |
| Q2 2021 | 628 | $7.7B | 75,168,399 | 39 | 190 | 279 | 0.0% |
| Q1 2021 | 633 | $8.4B | 82,155,772 | 44 | 224 | 248 | 0.0% |
| Q4 2020 | 641 | $7.9B | 77,882,825 | 56 | 218 | 219 | 0.0% |
| Q3 2020 | 592 | $7.9B | 77,339,141 | 71 | 245 | 185 | 0.0% |
| Q2 2020 | 550 | $7.9B | 77,802,672 | 76 | 201 | 176 | 0.0% |
| Q1 2020 | 524 | $7.0B | 70,458,439 | 64 | 165 | 226 | 0.0% |
| Q4 2019 | 542 | $6.3B | 62,030,302 | 54 | 196 | 154 | 0.0% |
| Q3 2019 | 468 | $6.1B | 59,978,066 | 43 | 185 | 164 | 0.0% |
| Q2 2019 | 454 | $6.6B | 52,753,363 | 45 | 160 | 177 | 0.0% |
| Q1 2019 | 473 | $5.5B | 54,157,558 | 51 | 163 | 179 | 0.0% |
| Q4 2018 | 468 | $6.3B | 62,614,477 | 6 | 15 | 8 | 0.0% |