CAPTRUST FINANCIAL ADVISORS - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is SMMU and the CUSIP is 72201R874. A total of 123 filers reported holding PIMCO ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$12,664,484
+6.4%
258,723
+7.6%
0.05%
+2.1%
Q2 2023$11,904,323
+13.7%
240,346
+14.3%
0.05%
+2.2%
Q1 2023$10,471,392
+18.5%
210,353
+17.4%
0.05%
+4.5%
Q4 2022$8,835,890179,2450.04%
Other shareholders
PIMCO ETF TR shareholders Q1 2023
NameSharesValueWeighting ↓
Signify Wealth 168,331$8,661,0006.67%
Kathmere Capital Management, LLC 186,435$9,592,0001.85%
SWMG, LLC 43,764$2,252,0001.33%
OneDigital Investment Advisors LLC 610,030$31,386,0001.29%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 100,028$5,153,0001.23%
StrongBox Wealth, LLC 38,388$1,975,0001.13%
Levy Wealth Management Group, LLC 30,928$1,591,0000.92%
Crumly & Associates Inc. 26,670$1,372,0000.66%
FIRST NATIONAL CORP /MA/ /ADV 85,982$4,409,0000.64%
MJP ASSOCIATES INC /ADV 29,718$1,529,0000.51%
View complete list of PIMCO ETF TR shareholders