Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund include Wallace Advisory Group, LLC, Advisory Services Network, LLC, Kestra Advisory Services, LLC, Ameritas Advisory Services, LLC, Global Retirement Partners, LLC, and Mid-American Wealth Advisory Group, Inc. .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 166,872 | 9.70 | 4,310 | 5.84 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 12,677 | 339 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 487 | 214.19 | 13 | 200.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 493 | 5.79 | 13 | 0.00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9,737 | 254 | ||||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 101,406 | 8.56 | 2,619 | 4.76 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 412,350 | 1.69 | 11 | 0.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 156,440 | 0.37 | 4 | 0.00 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 147,222 | 5.21 | 3,803 | 1.52 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 8,596 | 222 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 25 | 1 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 24,368 | 3.29 | 629 | -0.32 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 138,801 | 0.68 | 3,585 | -2.85 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,307 | 60 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 681 | 18 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 47,053 | 103.92 | 1,215 | 96.92 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 509,918 | 71.43 | 13,171 | 65.42 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 81 | 2 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 1,468,806 | 0.16 | 37,939 | -3.36 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 8,162 | 3.19 | 211 | -0.47 |
