Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in PIMCO ETF Trust - PIMCO Broad U.S. TIPS Index Exchange-Traded Fund include Cwm, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 98,001 | 5,220 | ||||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 43,235 | 6.60 | 2,285 | 7.28 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5,618 | 1,087.74 | 299 | 1,096.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 24,971 | 1,330 | ||||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 18,559 | 17.34 | 988 | 15.96 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 7,880 | 1.05 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 375 | 0 | ||||||
| 2025-07-15 | 13F | Main Street Group, LTD | 193 | 1.05 | 10 | 0.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 200 | 11 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 721 | 710.11 | 38 | 850.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 46,509 | 13.10 | 2,477 | 11.68 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 599 | 1.87 | 32 | 0.00 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 7,229 | 15.09 | 385 | 13.91 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 73,973 | 0.63 | 3,940 | -0.63 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 13,815 | 19.73 | 736 | 18.17 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 51,504 | 7.19 | 2,743 | 5.87 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 7,725 | 411 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 241,142 | 0.42 | 12,843 | -0.83 |
