Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund include Phoenix Wealth Advisors, LGT Group Foundation, Principal Securities, Inc., and Steward Partners Investment Advisory, Llc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 60,701 | 2.11 | 5,973 | 1.75 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 12,203 | 135.76 | 1 | |||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 13,810 | 27.85 | 1,364 | 27.86 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 57,678 | 18.55 | 5,697 | 18.57 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 7,868 | 4.73 | 777 | 5.14 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 18,502 | 280.54 | 1,827 | 280.63 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 21 | 2 | ||||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 3,389 | 0.06 | 335 | 0.00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 983 | 97 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 3,692 | 2.53 | 365 | 2.54 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 125 | 0.81 | 12 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 33,361 | 103.22 | 3,295 | 103.21 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 20,447 | 1,128.05 | 2,019 | 1,131.10 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 197,347 | 68.40 | 19,491 | 68.43 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 2,648 | 0.23 | 262 | 0.38 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 548 | 13.69 | 54 | 14.89 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 16,399 | 1,620 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 107,565 | 6.71 | 10,624 | 6.72 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 29,519 | 7.73 | 2,915 | 7.76 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 6,292 | 69.64 | 1 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 13,980 | 495.15 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 38,355 | 12.92 | 3,788 | 12.94 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 9,810 | 24.68 | 969 | 24.58 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 64 | 1.59 | 6 | 0.00 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 104,009 | 52.40 | 10,272 | 52.43 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 5,052 | 8.88 | 0 | |||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 6,826 | 2.09 | 674 | 2.12 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 21 | 950.00 | 2 | |||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 2,520 | 10.14 | 249 | 10.22 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 4,192 | 9.94 | 414 | 10.11 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 23,600 | 2,331 | ||||||
| 2025-07-22 | 13F | LGT Group Foundation | 5,518 | 545 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 6,089 | 5.33 | 602 | 5.43 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 3,582 | 2.49 | 0 | |||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 6,763 | 21.11 | 668 | 21.49 |
