PIMCO ETF TR shareholder history

Current and past PIMCO ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Arbor Investment Advisors, LLC 52520.11%2.46%8.21%Q4 2010Q3 202352
Destination Wealth Management 43430.02%1.12%4.32%Q1 2013Q3 202343
Courage Miller Partners, LLC 42420.21%1.87%5.34%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.00%0.02%0.04%Q2 2013Q3 202342
Smithfield Trust Co 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.02%0.04%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.05%0.17%Q2 2013Q3 202342
FIDUCIARY TRUST CO 42420.02%0.13%0.64%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.02%Q2 2013Q3 202342
ALESCO ADVISORS LLC 42420.02%0.13%0.44%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.05%0.59%Q2 2013Q3 202342
Focused Wealth Management, Inc 41410.00%0.27%1.37%Q3 2013Q3 202341
Parkside Advisors LLC 41410.23%4.14%8.70%Q4 2013Q4 202341
PNC FINANCIAL SERVICES GROUP, INC. 40400.00%0.00%0.00%Q3 2013Q2 202340
Evanson Asset Management, LLC 40400.03%0.07%0.13%Q4 2013Q3 202340
BANK OF MONTREAL /CAN/ 3910.00%0.00%0.00%Q2 2013Q2 202340
ATWOOD & PALMER INC 38380.02%0.19%0.81%Q2 2014Q3 202338
Brinker Capital Investments, LLC 38380.06%0.69%2.05%Q3 2013Q4 202238
US BANCORP \DE\ 3340.00%0.00%0.01%Q2 2013Q3 202237
Sigma Planning Corp 36360.01%0.20%0.40%Q4 2014Q3 202336
SIGNET FINANCIAL MANAGEMENT, LLC 36360.04%0.42%0.93%Q4 2014Q3 202336
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
Gateway Advisory, LLC 35350.75%3.13%5.61%Q2 2013Q4 202135
JPMORGAN CHASE & CO 3310.00%0.00%0.00%Q3 2014Q3 202334
REGIONS FINANCIAL CORP 33330.00%0.01%0.02%Q2 2014Q2 202233
GOULD ASSET MANAGEMENT LLC /CA/ 2840.07%0.18%0.27%Q2 2015Q3 202332
JANE STREET GROUP, LLC 1910.00%0.01%0.08%Q1 2014Q3 202332
CITIGROUP INC 2510.00%0.00%0.00%Q2 2013Q1 202331
D'Orazio & Associates, Inc. 18130.01%0.87%4.31%Q4 2013Q3 202131
SUSQUEHANNA INTERNATIONAL GROUP, LLP 710.00%0.00%0.00%Q2 2013Q3 202330
BlackRock Inc. 30300.00%0.00%0.01%Q4 2015Q1 202330
Private Advisor Group, LLC 2360.00%0.08%0.20%Q3 2014Q3 202329
STIFEL FINANCIAL CORP 29290.00%0.03%0.08%Q3 2016Q3 202329
Sargent Bickham Lagudis LLC 28280.00%0.00%0.01%Q1 2016Q4 202228
M Holdings Securities, Inc. 2210.03%0.10%0.26%Q4 2013Q1 202328
Raymond James Financial Services Advisors, Inc. 1410.00%0.01%0.04%Q2 2013Q3 202328
Valmark Advisers, Inc. 28280.00%1.64%3.28%Q2 2013Q1 202028
RAYMOND JAMES & ASSOCIATES 28280.00%0.00%0.01%Q4 2016Q3 202328
IFP Advisors, Inc 1440.00%0.01%0.05%Q4 2015Q4 202227
Morningstar Investment Services LLC 1980.00%0.98%2.85%Q2 2013Q4 202127
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.05%Q2 2013Q4 201927
HighTower Advisors, LLC 2430.00%0.07%0.23%Q3 2016Q3 202327
Ancora Advisors LLC 2330.00%0.03%0.09%Q2 2013Q2 202226
AMERIPRISE FINANCIAL INC 1210.00%0.00%0.02%Q2 2013Q3 202326
PLANNING ALTERNATIVES LTD /ADV 26260.05%1.28%2.90%Q4 2013Q1 202026
SUNTRUST BANKS INC 26260.02%0.32%1.63%Q2 2013Q3 201926
DIMENSION CAPITAL MANAGEMENT LLC 26260.10%0.18%0.37%Q2 2017Q3 202326
CAPTRUST FINANCIAL ADVISORS 1510.00%0.01%0.02%Q1 2016Q3 202325
TIAA, FSB 25250.04%0.36%1.32%Q2 2017Q2 202325
Citadel Advisors 1710.00%0.00%0.00%Q1 2014Q3 202325
Parallel Advisors, LLC 25250.00%0.00%0.01%Q1 2017Q1 202325
Sonora Investment Management, LLC 25250.00%0.01%0.01%Q3 2015Q3 202125
Gradient Investments LLC 1810.00%0.00%0.00%Q2 2016Q3 202224
BLAIR WILLIAM & CO/IL 2310.00%0.00%0.00%Q3 2013Q3 202324
Abbrea Capital, LLC 24240.52%1.64%5.58%Q4 2016Q3 202224
Live Your Vision, LLC 24240.02%2.12%4.01%Q2 2013Q1 201924
PFG Advisors 24240.04%0.22%0.78%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.02%0.05%Q4 2017Q3 202324
BANK OF STOCKTON 1680.08%0.39%1.09%Q4 2013Q3 202224
Steward Partners Investment Advisory, LLC 2030.00%0.04%0.10%Q4 2017Q3 202323
Global Retirement Partners, LLC 1610.00%0.01%0.01%Q4 2016Q4 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Windsor Capital Management, LLC 1290.10%0.21%0.50%Q2 2013Q1 201921
Arkos Global Advisors 20200.13%1.08%3.59%Q4 2018Q3 202320
American Portfolios Advisors 20200.12%0.20%0.38%Q4 2017Q3 202220
Paracle Advisors, LLC 1370.06%0.10%0.19%Q3 2014Q3 201920
Hanson & Doremus Investment Management 20200.01%0.01%0.01%Q2 2013Q1 201820
M Financial Asset Management, Inc. 19190.06%1.86%9.18%Q4 2017Q2 202219
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Versant Capital Management, Inc 19190.00%0.03%0.04%Q4 2016Q2 202119
Hudock, Inc. 1540.00%0.01%0.01%Q1 2015Q3 202219
SEI INVESTMENTS CO 18180.00%0.15%0.39%Q4 2014Q1 201918
Ballentine Partners, LLC 1620.01%0.05%0.15%Q2 2017Q3 202218
Advisory Services Network, LLC 520.00%0.05%0.14%Q3 2015Q1 202318
Mosaic Financial Partners, Inc. 18180.24%4.82%13.52%Q2 2013Q3 201718
McCollum Christoferson Group LLC 18180.05%0.09%0.14%Q4 2017Q1 202218
Advisory Alpha, LLC 1620.00%0.12%0.45%Q4 2013Q3 201818
New Capital Management LP 17170.05%0.14%0.23%Q4 2016Q4 202017
Allianz Asset Management GmbH 710.00%0.01%0.05%Q2 2013Q1 202317
First Allied Advisory Services, Inc. 1310.00%0.03%0.08%Q2 2013Q3 201917
Ledyard National Bank 1070.00%0.01%0.07%Q2 2013Q4 201817
Retirement Planning Group, LLC 17170.07%0.33%0.62%Q2 2013Q2 201717
Commonwealth Equity Services, Inc 17170.00%0.02%0.02%Q3 2013Q3 201717
Members Trust Co 1020.02%2.26%3.36%Q2 2016Q3 202217
Financial Enhancement Group LLC 1340.02%0.17%0.87%Q3 2016Q1 202117
Invesco Ltd. 16160.00%0.00%0.00%Q2 2013Q1 201716
LWS Wealth Advisors, Inc. 16160.10%0.13%0.20%Q4 2019Q3 202316
ROCKY MOUNTAIN ADVISERS, LLC 16160.02%0.04%0.06%Q4 2013Q3 201716
Twele Capital Management, Inc. 16160.29%2.69%4.97%Q2 2013Q1 201716
Columbus Macro, LLC 16160.06%0.08%0.10%Q4 2019Q3 202316
FIRST MANHATTAN CO. LLC. 1330.00%0.00%0.00%Q2 2016Q3 202316
EXCALIBUR MANAGEMENT CORP 16160.11%0.14%0.19%Q4 2019Q3 202316
Graves Light Lenhart Wealth, Inc. 16160.20%0.29%0.40%Q4 2018Q3 202216
TIAA CREF TRUST CO FSB/MO 16160.04%0.94%1.38%Q2 2013Q1 201716
TRUIST FINANCIAL CORP 16160.01%0.03%0.05%Q4 2019Q3 202316
Princeton Global Asset Management LLC 15150.00%0.01%0.01%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.02%0.06%Q2 2016Q4 201915
TRUSTCORE FINANCIAL SERVICES, LLC 15150.00%0.00%0.00%Q2 2019Q4 202215
MSI Financial Services Inc 15150.01%0.06%0.19%Q2 2013Q4 201615
Orion Portfolio Solutions, LLC 15150.00%0.02%0.04%Q1 2020Q3 202315
FMR LLC 1010.00%0.00%0.00%Q3 2018Q2 202315
Steinberg Global Asset Management 1050.05%0.12%0.26%Q2 2013Q4 201715
Rehmann Capital Advisory Group 1020.00%0.04%0.09%Q1 2018Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.01%0.03%Q1 2020Q3 202315
PrairieView Partners, LLC 15150.01%0.02%0.04%Q1 2020Q3 202315
Patriot Financial Group Insurance Agency, LLC 1140.01%0.02%0.07%Q4 2016Q2 202215
Renaissance Technologies 810.00%0.00%0.01%Q4 2017Q2 202315
Texas Yale Capital Corp. 15150.03%0.04%0.06%Q2 2013Q4 201615
FLOW TRADERS U.S. LLC 410.01%0.09%0.31%Q3 2016Q3 202315
Disciplined Investments, LLC 14140.05%0.08%0.13%Q4 2019Q1 202314
Zions Bancorporation, N.A. 14140.00%0.11%1.31%Q4 2018Q1 202214
BEAM WEALTH ADVISORS, INC. 1310.21%1.06%2.02%Q4 2019Q2 202314
OLD NATIONAL BANCORP /IN/ 14140.01%0.03%0.16%Q3 2017Q4 202014
D.A. DAVIDSON & CO. 14140.00%0.00%0.00%Q4 2013Q1 201714
WFG Advisors, LP 14140.00%0.00%0.02%Q2 2013Q3 201614
Argent Trust Co 14140.04%0.13%0.16%Q1 2015Q2 201814
Boston Standard Wealth Management, LLC 13130.15%2.50%4.57%Q4 2014Q4 201713
Cetera Advisor Networks LLC 1010.00%0.02%0.08%Q1 2013Q3 202313
Krilogy Financial LLC 1210.00%0.30%0.48%Q3 2018Q2 202313
GOLDMAN SACHS GROUP INC 810.00%0.00%0.00%Q3 2012Q3 202313
MML INVESTORS SERVICES, LLC 1030.00%0.01%0.01%Q3 2018Q3 202313
Pinnacle Bancorp, Inc. 850.00%0.01%0.02%Q4 2018Q3 202313
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 210.00%0.00%0.00%Q2 2013Q3 202313
Virtu KCG Holdings LLC 910.01%0.03%0.08%Q3 2013Q1 201712
Danda Trouve Investment Management, Inc. 12120.00%0.01%0.02%Q4 2019Q3 202212
People's United Financial, Inc. 12120.00%0.00%0.00%Q4 2013Q3 201612
Evercore Wealth Management, LLC 12120.01%0.01%0.01%Q1 2015Q4 201712
Darwin Wealth Management, LLC 1110.05%0.18%0.46%Q4 2016Q1 202012
IndexIQ Advisors LLC 12120.00%0.08%0.55%Q1 2017Q4 201912
Zions Bancorporation 12120.64%2.19%3.39%Q4 2015Q3 201812
ProVise Management Group, LLC 12120.05%0.13%0.24%Q2 2013Q1 201612
MERCER GLOBAL ADVISORS INC /ADV 11110.00%0.00%0.00%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.01%0.01%Q1 2021Q3 202311
CWM, LLC 810.00%0.10%0.25%Q3 2015Q3 202311
Pure Financial Advisors, LLC 710.09%0.56%1.75%Q1 2016Q3 202211
OARSMAN CAPITAL, INC. 11110.32%0.36%0.39%Q2 2013Q4 201511
BENNICAS & ASSOCIATES, INC. 1010.24%5.40%6.54%Q2 2013Q4 202211
CURIAN CAPITAL LLC 11110.04%0.22%0.48%Q2 2013Q4 201511
TRUEWEALTH LLC 11110.03%0.05%0.07%Q4 2017Q2 202011
NORTHSTAR INVESTMENT ADVISORS LLC 920.10%0.34%0.55%Q2 2016Q1 201911
SYNOVUS FINANCIAL CORP 710.00%0.00%0.01%Q1 2018Q3 202311
PACIFIC CAPITAL WEALTH ADVISORS, INC 11110.10%0.70%1.20%Q3 2020Q1 202311
Brookstone Capital Management 10100.12%0.29%0.44%Q4 2013Q1 201610
Sensible Financial Planning & Management, LLC. 910.10%0.36%1.16%Q3 2014Q1 201810
Winslow, Evans & Crocker, Inc. 910.00%0.01%0.01%Q2 2015Q4 202010
Allegheny Financial Group LTD 10100.10%1.97%3.80%Q2 2021Q3 202310
Wealthspire Advisors, L.P. 820.00%0.01%0.01%Q4 2015Q1 201910
Covenant Asset Management, LLC 10100.11%0.14%0.22%Q4 2016Q1 201910
Strategic Wealth Partners, Ltd. 10100.00%0.46%1.35%Q4 2017Q1 202010
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
FARMERS & MERCHANTS INVESTMENTS INC 10100.01%0.01%0.02%Q2 2013Q3 201510
Community Bank, N.A. 10100.01%0.01%0.01%Q1 2018Q2 202010
Atria Investments, Inc 410.02%0.04%0.13%Q3 2014Q2 202310
Freedom Investment Management, Inc. 10100.04%0.15%0.30%Q1 2013Q2 201510
AJ WEALTH STRATEGIES, LLC 990.09%0.98%2.66%Q2 2021Q2 20239
HORAN CAPITAL MANAGEMENT 810.02%0.75%1.51%Q1 2016Q2 20189
Clean Yield Group 990.00%0.00%0.00%Q4 2018Q4 20209
Quantitative Advantage, LLC 990.19%0.27%0.38%Q1 2021Q1 20239
Covington Capital Management 990.01%0.01%0.01%Q1 2018Q1 20209
Fusion Investment Group, LLC 990.42%0.66%1.45%Q4 2013Q4 20159
FLPUTNAM INVESTMENT MANAGEMENT CO 990.02%0.03%0.03%Q2 2021Q2 20239
Somerset Group LLC 990.55%0.82%1.18%Q2 2013Q2 20159
Sowell Financial Services LLC 540.00%0.35%0.92%Q2 2020Q3 20239
Patten Group, Inc. 810.01%0.01%0.01%Q4 2014Q1 20179
BANK HAPOALIM BM 990.07%0.11%0.18%Q2 2015Q2 20179
WOLVERINE TRADING, LLC 510.00%0.01%0.01%Q2 2016Q1 20199
Venturi Wealth Management, LLC 990.37%0.67%1.32%Q4 2015Q4 20179
M&T BANK CORP 540.00%0.00%0.01%Q3 2014Q1 20179
WEDBUSH SECURITIES INC 720.03%0.04%0.06%Q2 2013Q3 20179
Sterling Investment Advisors, Ltd. 880.01%0.01%0.01%Q2 2017Q1 20198
Diversified Trust Co 880.01%0.01%0.01%Q1 2022Q4 20238
Kistler-Tiffany Companies, LLC 410.00%0.01%0.02%Q2 2013Q1 20168
Archvest Wealth Advisors, Inc. 884.90%5.87%6.60%Q4 2021Q3 20238
ICC CAPITAL MANAGEMENT INC/ 880.00%0.00%0.00%Q2 2013Q1 20158
Allen Investment Management, LLC 880.06%1.17%3.03%Q2 2013Q1 20158
Creative Planning 310.00%0.00%0.00%Q2 2014Q2 20238
East Coast Asset Management, LLC. 880.22%0.32%0.40%Q4 2012Q3 20148
Gladstone Institutional Advisory LLC 880.07%0.08%0.09%Q4 2021Q3 20238
MACROVIEW INVESTMENT MANAGEMENT LLC 880.01%3.73%9.29%Q2 2013Q1 20158
Bank of New York Mellon Corp 510.00%0.00%0.00%Q4 2013Q3 20228
Rosenberg Matthew Hamilton 880.00%0.00%0.01%Q4 2021Q3 20238
Klingman & Associates, LLC 880.04%0.04%0.05%Q4 2014Q3 20168
MAS Advisors LLC 881.29%1.64%2.12%Q4 2021Q3 20238
Simplicity Solutions, LLC 530.06%0.26%0.58%Q3 2016Q3 20238
CreativeOne Wealth, LLC 710.01%0.04%0.10%Q1 2020Q1 20238
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.00%0.01%Q2 2013Q4 20147
Vectors Research Management, LLC 770.01%0.01%0.03%Q3 2018Q1 20207
Almanack Investment Partners, LLC. 610.04%0.53%0.89%Q1 2021Q4 20227
L. Roy Papp & Associates, LLP 770.03%0.03%0.04%Q2 2019Q4 20207
SeaCrest Wealth Management, LLC 610.01%0.01%0.01%Q4 2017Q2 20227
Atria Wealth Solutions, Inc. 770.00%0.03%0.04%Q1 2022Q3 20237
Smart Portfolios, LLC 432.05%3.53%4.66%Q3 2021Q2 20237
RELIANCE TRUST CO OF DELAWARE 770.04%0.04%0.04%Q2 2013Q4 20147
H&H Retirement Design & Management INC 430.46%2.62%4.37%Q1 2020Q4 20217
BOSTON FAMILY OFFICE LLC 770.01%0.02%0.02%Q4 2020Q2 20227
GeoWealth Management, LLC 430.00%0.03%0.15%Q3 2021Q2 20237
Newbridge Financial Services Group, Inc. 770.07%0.36%0.93%Q4 2021Q2 20237
OPPENHEIMER & CO INC 770.01%0.02%0.03%Q2 2013Q4 20147
TSFG, LLC 770.00%0.00%0.00%Q1 2019Q3 20207
Signify Wealth 770.25%2.27%13.52%Q1 2022Q3 20237
MANUFACTURERS LIFE INSURANCE COMPANY, THE 430.00%0.00%0.00%Q2 2016Q1 20187
OneAscent Wealth Management LLC 610.10%0.20%0.37%Q3 2021Q2 20237
Ameritas Advisory Services, LLC 610.74%1.50%2.04%Q4 2021Q3 20237
COLDSTREAM CAPITAL MANAGEMENT INC 770.50%0.68%0.91%Q2 2013Q4 20147
NEXT Financial Group, Inc 510.00%0.00%0.00%Q3 2014Q3 20176
TD Ameritrade Trust Co 660.32%0.38%0.44%Q3 2013Q4 20146
Allworth Financial LP 660.01%0.02%0.03%Q2 2022Q3 20236
Tower Research Capital LLC (TRC) 510.00%0.00%0.00%Q3 2014Q2 20236
Regal Investment Advisors LLC 410.00%0.02%0.03%Q3 2013Q3 20236
Strategic Blueprint, LLC 510.03%0.06%0.08%Q3 2019Q4 20216
STUDIO INVESTMENT MANAGEMENT LLC 660.00%0.00%0.00%Q2 2022Q3 20236
COLONY GROUP LLC 660.04%0.06%0.06%Q3 2014Q4 20156
Lokken Investment Group LLC 661.97%2.84%3.30%Q2 2021Q3 20226
KMS FINANCIAL SERVICES, INC 660.07%0.11%0.18%Q2 2013Q3 20146
VSR Financial Services, Inc. 660.03%0.07%0.11%Q2 2013Q3 20146
LINCOLN NATIONAL CORP 660.01%0.01%0.01%Q2 2022Q3 20236
CIBC BANK USA 660.01%0.04%0.06%Q2 2013Q3 20146
UBS AG 660.00%0.01%0.01%Q2 2013Q3 20146
MTC Wealth Management LLC 660.42%1.91%3.85%Q1 2021Q2 20226
Placemark Investments, Inc. 420.00%0.01%0.01%Q2 2013Q4 20146
Financial Advocates Investment Management 330.02%0.06%0.09%Q4 2021Q3 20236
HARBOUR INVESTMENTS, INC. 420.00%0.00%0.00%Q1 2021Q3 20226
PROFFITT & GOODSON INC 660.19%0.23%0.33%Q4 2018Q1 20206
EP Wealth Advisors, LLC 660.01%0.05%0.10%Q3 2018Q4 20196
SAXON INTERESTS, INC. 660.18%0.19%0.20%Q4 2021Q1 20236
Kestra Advisory Services, LLC 510.00%0.00%0.01%Q4 2020Q2 20236
Cetera Investment Advisers 310.00%0.01%0.01%Q1 2021Q1 20236
BANK OF NOVA SCOTIA 420.02%0.04%0.06%Q3 2021Q2 20236
Clear Perspectives Financial Planning, LLC 660.01%4.57%6.98%Q1 2021Q2 20226
McIlrath & Eck, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Ferguson Shapiro LLC 330.46%5.46%26.95%Q4 2020Q3 20226
CENTAURUS FINANCIAL, INC. 660.07%0.26%0.46%Q1 2022Q2 20236
Eagle Strategies LLC 660.31%1.45%2.15%Q4 2021Q1 20236
Kelman-Lazarov, Inc. 420.02%0.82%1.39%Q3 2016Q3 20236
ORSER CAPITAL MANAGEMENT, LLC 660.30%0.34%0.42%Q4 2020Q1 20226
Moors & Cabot, Inc. 660.04%0.04%0.05%Q2 2022Q3 20236
AMERICAN INTERNATIONAL GROUP, INC. 310.00%0.00%0.00%Q2 2013Q1 20166
OneDigital Investment Advisors LLC 550.01%0.02%0.04%Q2 2017Q2 20185
Rezny Wealth Management, Inc. 552.69%3.60%4.13%Q4 2016Q4 20175
Merit Financial Group, LLC 550.01%0.06%0.12%Q3 2022Q3 20235
IHT Wealth Management, LLC 550.00%0.01%0.03%Q1 2017Q1 20185
NewEdge Advisors, LLC 410.00%0.00%0.01%Q2 2017Q3 20235
BUCKINGHAM STRATEGIC PARTNERS, LLC 550.02%0.13%0.21%Q3 2022Q3 20235
MONEY CONCEPTS CAPITAL CORP 550.00%0.00%0.01%Q4 2021Q4 20225
Raub Brock Capital Management LP 412.47%2.85%3.29%Q2 2013Q3 20145
BB&T INVESTMENT SERVICES, INC. 550.00%0.18%0.90%Q4 2016Q4 20175
Lutz Financial Services LLC 550.21%0.49%0.59%Q3 2022Q3 20235
ASPIRIANT, LLC 320.02%0.11%0.24%Q1 2014Q3 20155
Relative Value Partners Group, LLC 550.12%0.13%0.14%Q3 2022Q3 20235
TD Capital Management LLC 550.01%0.01%0.02%Q3 2022Q3 20235
Baystate Wealth Management LLC 550.01%0.01%0.01%Q1 2017Q1 20185
Total Clarity Wealth Management, Inc. 410.04%0.11%0.15%Q1 2021Q2 20225
Bluefin Trading, LLC 410.08%0.10%0.13%Q2 2013Q1 20155
PEAPACK GLADSTONE FINANCIAL CORP 550.01%0.01%0.02%Q3 2022Q3 20235
Rockefeller Capital Management L.P. 410.00%0.00%0.00%Q2 2020Q4 20225
Dynamic Advisor Solutions LLC 320.02%0.02%0.03%Q1 2022Q3 20235
Long Wharf Investors, Inc. 550.40%0.54%0.96%Q2 2013Q2 20145
Mutual Advisors, LLC 550.01%0.10%0.18%Q1 2022Q1 20235
Milestone Advisory Partners 550.12%6.67%13.32%Q1 2022Q1 20235
BUCKINGHAM STRATEGIC WEALTH, LLC 550.02%0.03%0.04%Q3 2022Q3 20235
Wealthcare Advisory Partners LLC 550.00%0.00%0.00%Q3 2017Q3 20185
Ahrens Investment Partners LLC 310.00%0.00%0.00%Q4 2021Q1 20234
Roundview Capital LLC 440.03%0.10%0.17%Q4 2022Q3 20234
Burt Wealth Advisors 440.16%0.37%0.57%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Proficio Capital Partners LLC 440.03%0.03%0.03%Q1 2021Q4 20214
PARAMETRIC PORTFOLIO ASSOCIATES LLC 440.01%0.02%0.02%Q2 2013Q1 20144
Bleakley Financial Group, LLC 440.56%0.60%0.63%Q4 2022Q3 20234
FutureAdvisor, Inc. 441.07%1.41%1.89%Q4 2014Q3 20154
Cetera Advisors LLC 310.00%0.03%0.06%Q2 2014Q1 20194
CANANDAIGUA NATIONAL BANK & TRUST CO 440.06%0.06%0.06%Q4 2015Q3 20164
Ameritas Investment Company, LLC 210.00%0.09%0.33%Q4 2018Q3 20214
One Capital Management, LLC 440.02%0.68%1.00%Q4 2021Q3 20224
Birchcreek Wealth Management, LLC 440.20%0.26%0.35%Q2 2021Q1 20224
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
Sage Mountain Advisors LLC 440.01%0.02%0.04%Q3 2022Q2 20234
Peachtree Investment Advisors, Inc. 440.01%0.01%0.01%Q3 2014Q2 20154
WBI INVESTMENTS, LLC 310.10%0.22%0.45%Q3 2021Q3 20234
BAIRD ROBERT W & CO INC /WI/ 440.00%0.01%0.01%Q2 2013Q1 20144
IBERIABANK CORP 440.33%1.43%2.49%Q4 2012Q3 20134
Belpointe Asset Management LLC 220.04%0.19%0.33%Q1 2018Q1 20234
OLD MISSION CAPITAL LLC 220.01%0.03%0.09%Q3 2021Q2 20234
PRENTISS SMITH & CO INC 310.00%0.01%0.01%Q3 2017Q3 20184
Westover Capital Advisors, LLC 440.32%0.34%0.36%Q4 2016Q3 20174
EVERMAY WEALTH MANAGEMENT LLC 440.00%0.01%0.04%Q4 2021Q3 20224
TWO SIGMA SECURITIES, LLC 210.00%0.02%0.04%Q2 2017Q3 20234
Fort Point Capital Partners LLC 440.73%0.94%1.36%Q3 2015Q2 20164
SIGNATUREFD, LLC 220.01%0.02%0.03%Q3 2015Q2 20174
CFS Investment Advisory Services, LLC 440.02%0.07%0.14%Q4 2021Q3 20224
Fulcrum Equity Management 440.63%1.84%3.98%Q1 2022Q4 20224
INVESTMENT HOUSE LLC 440.02%0.02%0.02%Q4 2021Q3 20224
ATHERTON LANE ADVISERS, LLC 440.01%0.03%0.04%Q2 2014Q1 20154
TRANSCEND CAPITAL ADVISORS, LLC 210.02%0.02%0.02%Q3 2021Q2 20223
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
WealthPLAN Partners, LLC 210.00%0.01%0.02%Q2 2016Q1 20233
Personal Wealth Partners 330.03%0.03%0.03%Q2 2019Q4 20193
Knowledge Leaders Capital, LLC 330.89%1.17%1.35%Q1 2019Q3 20193
DAVENPORT & Co LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Pasadena Private Wealth, LLC 210.16%0.22%0.32%Q1 2020Q1 20223
NICOLET ADVISORY SERVICES, LLC 330.04%0.05%0.06%Q1 2019Q3 20193
PALLADIUM PARTNERS LLC 210.01%0.02%0.02%Q2 2013Q1 20143
UBS ASSET MANAGEMENT AMERICAS INC 330.00%0.00%0.00%Q4 2013Q2 20143
FDx Advisors, Inc. 330.02%0.03%0.04%Q4 2013Q2 20143
CAZ INVESTMENTS LP 330.11%0.13%0.14%Q4 2014Q2 20153
IFG Advisory, LLC 210.02%0.03%0.04%Q4 2022Q3 20233
Financial Gravity Asset Management, Inc. 330.00%0.02%0.04%Q1 2023Q3 20233
Vertex Planning Partners, LLC 330.17%0.19%0.21%Q1 2023Q3 20233
Register Financial Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
REILLY FINANCIAL ADVISORS, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
SVB WEALTH LLC 330.03%0.03%0.04%Q3 2022Q1 20233
1919 Investment Counsel, LLC 330.00%0.00%0.00%Q2 2013Q4 20133
Stone House Investment Management, LLC 330.20%0.22%0.23%Q1 2017Q3 20173
Partnervest Advisory Services LLC 330.11%0.15%0.22%Q2 2013Q4 20133
EAGLE GLOBAL ADVISORS LLC 330.01%0.02%0.02%Q2 2013Q4 20133
Portfolio Solutions, LLC 110.00%0.02%0.04%Q1 2017Q4 20183
Delap Wealth Advisory, LLC 330.25%0.26%0.29%Q1 2023Q3 20233
US FINANCIAL ADVISORS, LLC 330.00%0.07%0.12%Q4 2014Q2 20153
TCWP LLC 330.09%0.17%0.24%Q1 2022Q3 20223
Cape Investment Advisory, Inc. 330.00%0.00%0.01%Q1 2023Q3 20233
Essential Planning, LLC. 330.55%0.56%0.57%Q1 2023Q3 20233
Alexandria Capital, LLC 330.04%0.04%0.05%Q3 2013Q1 20143
Deane Retirement Strategies, Inc. 333.44%3.49%3.55%Q3 2016Q1 20173
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Beacon Pointe Advisors, LLC 110.01%0.08%0.14%Q3 2021Q3 20233
One Wealth Advisors, LLC 210.07%0.08%0.09%Q4 2021Q3 20223
55I, LLC 330.04%0.06%0.07%Q3 2021Q1 20223
CAPITAL CITY TRUST CO/FL 330.18%0.18%0.19%Q2 2022Q4 20223
Cynosure Group, LLC 220.22%0.22%0.22%Q2 2023Q3 20232
D. SCOTT NEAL, INC. 226.90%7.16%7.42%Q4 2013Q1 20142
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Vigilant Capital Management, LLC 220.00%0.01%0.01%Q1 2019Q2 20192
Pinnacle Wealth Planning Services, Inc. 110.02%0.46%0.90%Q4 2017Q4 20202
Houlihan Financial Resource Group, Ltd. 110.01%0.02%0.03%Q3 2020Q2 20232
Arlington Capital Management, Inc. 221.49%2.03%2.58%Q2 2018Q3 20182
Allred Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q1 20212
Grey Fox Wealth Advisors, LLC 220.00%0.00%0.01%Q4 2022Q1 20232
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q3 2013Q1 20142
Stratos Wealth Advisors, LLC 110.02%0.04%0.05%Q4 2021Q3 20232
BROWN BROTHERS HARRIMAN & CO 220.00%0.00%0.00%Q1 2013Q2 20132
FIRST NATIONAL CORP /MA/ /ADV 220.01%0.01%0.01%Q4 2018Q1 20192
Rain Capital Management, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Vivaldi Capital Management LP 220.04%0.04%0.05%Q2 2021Q3 20212
SILVER OAK SECURITIES, INCORPORATED 110.01%0.01%0.01%Q3 2022Q3 20232
Ruggie Capital Group 110.00%0.01%0.02%Q3 2015Q4 20182
Jefferies Group LLC 110.00%0.00%0.00%Q3 2013Q3 20142
CYPRESS ASSET MANAGEMENT INC/TX 110.05%0.06%0.06%Q2 2013Q1 20162
Cable Hill Partners, LLC 220.00%0.00%0.01%Q3 2016Q4 20162
Fortis Capital Advisors, LLC 220.45%0.52%0.58%Q4 2022Q1 20232
Voya Financial Advisors, Inc. 110.03%0.03%0.04%Q3 2015Q1 20162
Kavar Capital Partners, LLC 220.01%0.01%0.01%Q4 2013Q1 20142
Geneos Wealth Management Inc. 110.00%0.00%0.00%Q2 2019Q3 20222
Affiance Financial, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
InterOcean Capital Group, LLC 220.07%0.08%0.08%Q2 2023Q3 20232
Corbenic Partners LLC 110.00%0.00%0.01%Q4 2014Q1 20202
LIBERTY WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q4 2018Q1 20192
FIRST TRUST ADVISORS LP 220.00%0.00%0.00%Q3 2022Q4 20222
AVANTAX ADVISORY SERVICES, INC. 110.00%0.00%0.00%Q3 2020Q3 20232
Golden State Wealth Management, LLC 220.03%0.03%0.03%Q1 2019Q2 20192
TCI Wealth Advisors, Inc. 220.01%0.01%0.01%Q4 2013Q1 20142
HBC Financial Services, PLLC 220.01%0.01%0.01%Q2 2023Q3 20232
DEUTSCHE BANK AG\ 110.00%0.00%0.00%Q3 2013Q1 20182
Plante Moran Financial Advisors, LLC 110.02%0.02%0.02%Q4 2014Q2 20212
Prospera Financial Services Inc 110.00%0.00%0.00%Q3 2020Q1 20222
Carnick & Kubik, LLC 110.01%0.02%0.03%Q3 2015Q1 20162
Csenge Advisory Group 110.03%0.04%0.04%Q3 2021Q1 20222
Nvest Financial, LLC 229.77%11.07%12.37%Q1 2022Q2 20222
Mayflower Financial Advisors, LLC 220.04%0.05%0.06%Q2 2022Q3 20222
SALEM INVESTMENT COUNSELORS INC 220.00%0.01%0.01%Q1 2023Q2 20232
WIPFLI FINANCIAL ADVISORS LLC, 110.03%0.03%0.03%Q1 2022Q3 20222
Cherry Tree Wealth Management, LLC 220.11%0.11%0.11%Q2 2023Q3 20232
Concorde Asset Management, LLC 220.42%0.47%0.52%Q2 2017Q3 20172
HIGHLAND CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
OneAscent Financial Services LLC 110.16%0.17%0.19%Q2 2019Q1 20202
MCF Advisors LLC 220.00%0.01%0.01%Q1 2017Q2 20172
WealthTrust Fairport, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
ASSETMARK, INC 110.00%0.00%0.00%Q2 2021Q4 20222
Private Ocean, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Belvedere Trading LLC 110.00%0.00%0.00%Q4 2022Q4 20222
Element Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Ridgewood Investments LLC 220.02%0.02%0.03%Q1 2023Q2 20232
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Crabel Capital Management, LLC 110.14%0.14%0.14%Q3 2018Q3 20181
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q1 2018Q1 20181
SMI Advisory Services, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
AE Wealth Management LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Hoxton Planning & Management, LLC 110.12%0.12%0.12%Q4 2022Q4 20221
Glassman Wealth Services 110.00%0.00%0.00%Q4 2021Q4 20211
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.02%0.02%0.02%Q2 2013Q2 20131
Catalyst Wealth Management, LLC 110.64%0.64%0.64%Q4 2022Q4 20221
First Heartland Consultants, Inc. 110.06%0.06%0.06%Q2 2013Q2 20131
WEALTHFRONT Corp 110.00%0.00%0.00%Q1 2015Q1 20151
GETCO Holding Company, LLC 110.07%0.07%0.07%Q2 2013Q2 20131
Royal Fund Management, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Koss-Olinger Consulting, LLC 116.74%6.74%6.74%Q3 2022Q3 20221
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q2 2013Q2 20131
Ausdal Financial Partners, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
Aureus Asset Management, LLC 110.15%0.15%0.15%Q1 2015Q1 20151
Kathleen S. Wright Associates Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Hudson Portfolio Management LLC 112.20%2.20%2.20%Q3 2023Q3 20231
StoneX Group Inc. 111.14%1.14%1.14%Q1 2022Q1 20221
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
Lenox Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
Round Table Services, LLC 110.08%0.08%0.08%Q3 2018Q3 20181
ETRADE Capital Management LLC 110.00%0.00%0.00%Q3 2013Q3 20131
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q3 2014Q3 20141
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q1 2019Q1 20191
KNIGHT CAPITAL GROUP LLC 110.04%0.04%0.04%Q2 2013Q2 20131
Guidance Point Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Oak Asset Management, LLC 110.29%0.29%0.29%Q2 2022Q2 20221
Sandy Spring Bank 110.00%0.00%0.00%Q2 2022Q2 20221
CITY HOLDING CO 110.01%0.01%0.01%Q2 2023Q2 20231
RS CRUM INC. 110.37%0.37%0.37%Q1 2022Q1 20221
MRA Associates USA LLC 110.04%0.04%0.04%Q4 2018Q4 20181
Stadion Money Management, LLC 110.01%0.01%0.01%Q3 2013Q3 20131
Empowered Funds, LLC 111.51%1.51%1.51%Q3 2021Q3 20211
Allen Capital Group, LLC 116.16%6.16%6.16%Q4 2022Q4 20221
Janney Montgomery Scott LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Jane Street Holding, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Avion Wealth 110.00%0.00%0.00%Q1 2020Q1 20201
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q4 2016Q4 20161
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q3 2023Q3 20231
LINCOLN CAPITAL CORP 110.83%0.83%0.83%Q4 2016Q4 20161
Aveo Capital Partners, LLC 110.31%0.31%0.31%Q4 2016Q4 20161
Executive Wealth Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
BENJAMIN F. EDWARDS & COMPANY, INC. 110.00%0.00%0.00%Q3 2013Q3 20131
JD Financial Services Inc. 110.27%0.27%0.27%Q4 2020Q4 20201
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
SII INVESTMENTS INC/WI 110.03%0.03%0.03%Q3 2014Q3 20141
Avior Wealth Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Halpern Financial, Inc. 110.11%0.11%0.11%Q1 2022Q1 20221
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q3 2015Q3 20151
Elmwood Wealth Management, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
TIAA TRUST, NATIONAL ASSOCIATION 110.03%0.03%0.03%Q3 2023Q3 20231
Argent Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Virtu Financial LLC 110.08%0.08%0.08%Q4 2017Q4 20171
GREAT VALLEY ADVISOR GROUP, INC. 110.16%0.16%0.16%Q3 2023Q3 20231
EMERSON INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Cerity Partners LLC 110.03%0.03%0.03%Q3 2023Q3 20231
PFG Investments, LLC 110.07%0.07%0.07%Q1 2023Q1 20231
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Lehman Financial Resources, Inc. 110.02%0.02%0.02%Q1 2013Q1 20131
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q4 2016Q4 20161
LEVITT CAPITAL MANAGEMENT LLC 111.93%1.93%1.93%Q2 2014Q2 20141
Financial Architects, Inc 110.02%0.02%0.02%Q2 2019Q2 20191
NATIONAL PLANNING CORP 110.01%0.01%0.01%Q4 2014Q4 20141
AlphaStar Capital Management, LLC 110.16%0.16%0.16%Q4 2017Q4 20171
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
First Personal Financial Services 110.00%0.00%0.00%Q4 2019Q4 20191
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 110.02%0.02%0.02%Q1 2017Q1 20171
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q3 2017Q3 20171
External links

This page lists all the filers that currently own PIMCO ETF TR or have owned PIMCO ETF TR in the past.