| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Indiana Trust & Investment Management CO | 40 | 40 | 9.41% | 11.30% | 15.62% | Q3 2013 | Q2 2023 | 40 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2022 | 12 |
| WILLIAMS JONES & ASSOCIATES LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
| Arvest Bank Trust Division | 4 | 4 | 0.03% | 0.03% | 0.04% | Q3 2014 | Q2 2015 | 4 |
| ARVEST TRUST CO N A | 4 | 4 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q2 2014 | 4 |
| M&R CAPITAL MANAGEMENT INC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
| Elite Wealth Management, Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2012 | Q4 2012 | 2 |
| True Link Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
| Kidder Stephen W | 1 | 1 | 0.19% | 0.20% | 0.21% | Q4 2012 | Q2 2013 | 2 |
| DONALDSON CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q3 2016 | 2 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
| Janney Montgomery Scott LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
| Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
| Advocacy Wealth Management Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
| Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
This page lists all the filers that currently own Pimco All Asset Instl Cl or have owned Pimco All Asset Instl Cl in the past.