PIMCO ETF TR shareholder history

Current and past PIMCO ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 45450.00%0.01%0.03%Q2 2013Q2 202445
CITIGROUP INC 45450.00%0.00%0.00%Q2 2013Q2 202445
WELLS FARGO & COMPANY/MN 45450.00%0.00%0.01%Q2 2013Q2 202445
BANK OF MONTREAL /CAN/ 45450.00%0.00%0.00%Q2 2013Q2 202445
ROYAL BANK OF CANADA 45450.00%0.00%0.01%Q2 2013Q2 202445
MORGAN STANLEY 45450.00%0.00%0.00%Q2 2013Q2 202445
LPL Financial LLC 45450.00%0.01%0.03%Q2 2013Q2 202445
HighTower Advisors, LLC 27150.00%0.04%0.14%Q2 2013Q2 202442
UBS Group AG 39390.00%0.00%0.01%Q4 2014Q2 202439
ROCKY MOUNTAIN ADVISERS, LLC 39390.04%0.58%1.39%Q4 2014Q2 202439
AMERIPRISE FINANCIAL INC 3320.00%0.00%0.00%Q2 2013Q2 202437
ENVESTNET ASSET MANAGEMENT INC 3410.00%0.01%0.06%Q3 2013Q2 202435
Migdal Insurance & Financial Holdings Ltd. 35350.01%0.11%0.95%Q4 2015Q2 202435
SIGNATUREFD, LLC 24110.00%0.00%0.00%Q1 2014Q4 202335
JANE STREET GROUP, LLC 1310.00%0.01%0.04%Q1 2014Q2 202435
Raymond James Financial Services Advisors, Inc. 34340.00%0.01%0.02%Q1 2016Q2 202434
RAYMOND JAMES & ASSOCIATES 34340.00%0.03%0.12%Q1 2016Q2 202434
BLAIR WILLIAM & CO/IL 33330.00%0.02%0.04%Q2 2016Q2 202433
Private Advisor Group, LLC 3210.00%0.03%0.05%Q3 2014Q2 202433
Ausdal Financial Partners, Inc. 33330.13%0.76%1.55%Q2 2016Q2 202433
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1310.00%0.00%0.00%Q2 2013Q2 202433
Sequoia Financial Advisors, LLC 32320.00%0.41%0.90%Q3 2016Q2 202432
IFP Advisors, Inc 2010.00%0.04%0.21%Q4 2015Q2 202432
McAdam, LLC 31310.62%1.72%3.54%Q4 2016Q2 202431
Kingsview Wealth Management, LLC 30300.03%0.10%0.16%Q1 2017Q2 202430
Geneos Wealth Management Inc. 30300.00%0.02%0.26%Q1 2017Q2 202430
Alliance Wealth Management Group 2632.48%3.42%4.58%Q1 2017Q2 202429
Bangor Savings Bank 29290.00%0.11%0.33%Q2 2017Q2 202429
Cambridge Investment Research Advisors, Inc. 2120.00%0.00%0.01%Q2 2016Q2 202429
REILLY FINANCIAL ADVISORS, LLC 28280.01%0.09%0.16%Q1 2015Q4 202128
Steward Partners Investment Advisory, LLC 28280.00%0.15%0.50%Q3 2017Q2 202428
Sargent Bickham Lagudis LLC 28280.01%0.26%0.81%Q1 2016Q4 202228
Front Row Advisors LLC 27270.01%0.01%0.02%Q4 2017Q2 202427
PFG Advisors 27270.08%0.26%0.51%Q4 2017Q2 202427
COMMONWEALTH EQUITY SERVICES, LLC 27270.00%0.00%0.00%Q4 2017Q2 202427
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.03%Q2 2013Q4 201927
Mokosak Advisory Group, LLC 27276.06%7.71%10.62%Q4 2017Q2 202427
COLONY GROUP LLC 26260.01%0.02%0.04%Q2 2017Q3 202326
Fisher Asset Management, LLC 26260.00%0.00%0.00%Q1 2018Q2 202426
Invst, LLC 26260.75%1.20%1.92%Q2 2017Q3 202326
Evensky & Katz LLC 26260.04%0.52%6.26%Q1 2018Q2 202426
PNC FINANCIAL SERVICES GROUP, INC. 2410.00%0.00%0.00%Q1 2015Q3 202325
CreativeOne Wealth, LLC 25250.02%0.12%0.30%Q2 2018Q2 202425
Advisory Services Network, LLC 710.00%0.02%0.04%Q4 2013Q2 202425
Towercrest Capital Management 25251.43%2.17%2.89%Q2 2018Q2 202425
Acorns Advisers, LLC 1820.00%0.00%0.00%Q4 2016Q1 202324
Cetera Advisor Networks LLC 13110.00%0.02%0.03%Q4 2015Q4 202324
Parkside Financial Bank & Trust 24240.00%0.01%0.01%Q3 2018Q2 202424
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.02%0.04%Q3 2018Q2 202424
HL FINANCIAL SERVICES LLC 24240.07%0.10%0.13%Q2 2013Q1 201924
OneDigital Investment Advisors LLC 950.00%0.12%0.30%Q2 2017Q2 202422
FRONTIER INVESTMENT MGMT CO 22220.07%0.50%1.09%Q1 2015Q2 202022
Financial Engines Advisors L.L.C. 1930.00%0.02%0.04%Q1 2018Q3 202322
Baird Financial Group, Inc. 2110.00%0.01%0.02%Q3 2018Q2 202422
Sutton Wealth Advisors Inc. 22220.00%0.00%0.01%Q2 2018Q3 202322
VALICENTI ADVISORY SERVICES INC 21210.16%0.85%1.56%Q4 2018Q4 202321
Tortoise Investment Management, LLC 11100.00%0.00%0.01%Q2 2015Q1 202421
CWM, LLC 11100.00%0.21%0.47%Q1 2019Q2 202421
Covington Capital Management 21210.07%0.14%0.19%Q3 2017Q3 202221
Cypress Wealth Services, LLC 21210.08%0.28%0.70%Q4 2017Q4 202221
Faithward Advisors, LLC 20200.23%0.44%0.92%Q3 2019Q2 202420
Citadel Advisors 710.00%0.00%0.01%Q4 2015Q1 202420
CREATIVE FINANCIAL DESIGNS INC /ADV 20200.01%0.01%0.02%Q2 2017Q1 202220
MISSION WEALTH MANAGEMENT, LP 20200.01%0.05%0.08%Q1 2018Q4 202220
JPMORGAN CHASE & CO 1610.00%0.00%0.00%Q1 2017Q2 202420
Sharkey, Howes & Javer 20200.00%0.19%0.57%Q1 2015Q4 201920
BCS Wealth Management 19190.09%0.69%1.30%Q4 2019Q2 202419
MML INVESTORS SERVICES, LLC 19190.00%0.01%0.04%Q4 2019Q2 202419
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Allianz Asset Management GmbH 1020.00%0.01%0.05%Q1 2015Q2 202419
ISLAY CAPITAL MANAGEMENT, LLC 19191.27%2.90%3.94%Q4 2019Q2 202419
Sigma Planning Corp 19190.01%0.03%0.10%Q3 2018Q1 202319
Pictet North America Advisors SA 18180.04%0.06%0.09%Q4 2013Q1 201818
AdvisorNet Financial, Inc 18180.22%0.46%0.77%Q4 2017Q1 202218
Fortis Capital Management LLC 18180.82%1.31%2.20%Q1 2020Q2 202418
Cetera Investment Advisers 940.00%0.03%0.06%Q2 2017Q1 202418
Commonwealth Equity Services, Inc 18180.00%0.00%0.01%Q2 2013Q3 201718
First Allied Advisory Services, Inc. 18180.01%0.07%0.18%Q2 2016Q3 202018
OSAIC HOLDINGS, INC. 18180.00%0.01%0.03%Q1 2020Q2 202418
Aptus Capital Advisors, LLC 1620.00%0.00%0.00%Q3 2019Q2 202418
FMR LLC 1110.00%0.00%0.00%Q1 2019Q2 202418
Pinnacle Advisory Group, Inc. 18180.02%0.05%0.08%Q4 2016Q1 202118
TRUIST FINANCIAL CORP 18180.00%0.01%0.01%Q4 2019Q1 202418
Strategic Blueprint, LLC 17170.02%0.14%0.48%Q2 2020Q2 202417
American Portfolios Advisors 1340.00%0.00%0.01%Q4 2017Q3 202217
ATTICUS WEALTH MANAGEMENT, LLC 1430.00%0.01%0.12%Q1 2020Q2 202417
Providence Wealth Advisors, LLC 16160.27%0.47%0.71%Q2 2018Q1 202216
WealthOne, LLC 16162.00%3.30%3.89%Q4 2019Q3 202316
Koshinski Asset Management, Inc. 930.02%0.08%0.21%Q1 2017Q1 202216
RiverFront Investment Group, LLC 1420.03%3.33%5.95%Q1 2016Q2 202316
Capital Investment Advisory Services, LLC 16160.00%0.00%0.00%Q4 2018Q3 202216
Kestra Advisory Services, LLC 16160.00%0.00%0.01%Q3 2020Q2 202416
Frontier Wealth Management LLC 15150.16%0.58%1.32%Q3 2015Q1 201915
Hudock, Inc. 1410.00%0.02%0.03%Q1 2016Q1 202115
Capital Analysts, LLC 1230.00%0.02%0.07%Q2 2018Q2 202415
Bank of New York Mellon Corp 15150.00%0.00%0.00%Q4 2015Q2 201915
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
UNITED CAPITAL FINANCIAL ADVISORS, LLC 15150.00%0.05%0.13%Q4 2016Q2 202015
Oxinas Partners Wealth Management LLC 15150.14%0.59%3.72%Q4 2020Q2 202415
Qube Research & Technologies Ltd 610.00%0.05%0.22%Q4 2019Q1 202415
GeoWealth Management, LLC 1410.00%0.11%0.33%Q3 2019Q2 202415
Reitz Capital Advisors LLC 15150.16%0.36%0.60%Q4 2018Q2 202215
SeaCrest Wealth Management, LLC 1140.03%0.06%0.09%Q4 2017Q3 202315
FormulaFolio Investments, LLC 15150.01%0.07%0.09%Q2 2017Q4 202015
STIFEL FINANCIAL CORP 1230.00%0.00%0.01%Q3 2016Q2 202415
StrategIQ Financial Group, LLC 15150.06%0.22%0.36%Q4 2015Q2 201915
FAS Wealth Partners, Inc. 15150.01%0.15%0.36%Q2 2018Q4 202115
Allianz Investment Management U.S. LLC 14140.05%0.06%0.09%Q1 2021Q2 202414
Janney Montgomery Scott LLC 1220.01%0.11%0.19%Q4 2015Q2 201914
Spire Wealth Management 14140.00%0.00%0.00%Q1 2021Q2 202414
Tradewinds Capital Management, LLC 1220.00%2.26%10.15%Q4 2019Q2 202414
55I, LLC 14140.38%0.99%1.67%Q4 2018Q1 202214
WEALTHSOURCE PARTNERS, LLC 1210.03%0.72%3.16%Q1 2016Q3 202314
Diligent Investors, LLC 910.09%0.86%2.20%Q3 2016Q2 202014
Boltwood Capital Management 14140.37%1.52%2.70%Q4 2018Q1 202214
Renaissance Technologies 420.00%0.00%0.00%Q1 2018Q2 202414
BB&T SECURITIES, LLC 14140.03%0.14%0.22%Q1 2016Q2 201914
Madden Advisory Services, Inc. 14140.44%0.55%0.76%Q1 2021Q2 202414
US BANCORP \DE\ 710.00%0.00%0.00%Q3 2017Q2 202413
Valeo Financial Advisors, LLC 13130.00%0.00%0.00%Q1 2018Q1 202113
OLD MISSION CAPITAL LLC 310.01%0.04%0.18%Q3 2017Q2 202413
HARBOUR INVESTMENTS, INC. 940.01%0.08%0.84%Q1 2021Q2 202413
BANK OF NOVA SCOTIA 820.00%0.02%0.04%Q1 2013Q2 202413
CAMBIAR INVESTORS LLC 13130.01%0.01%0.02%Q3 2016Q3 201913
Miracle Mile Advisors, LLC 13130.01%0.09%0.18%Q3 2020Q3 202313
Peak Capital Management LLC 12120.73%1.98%4.18%Q2 2017Q1 202012
Patriot Financial Group Insurance Agency, LLC 12120.00%0.01%0.01%Q3 2019Q2 202212
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
FIRST NATIONAL CORP /MA/ /ADV 750.29%0.34%0.37%Q4 2018Q2 202412
Live Your Vision, LLC 12120.94%2.04%2.71%Q2 2016Q1 201912
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12120.00%0.02%0.07%Q3 2019Q2 202212
Destination Wealth Management 12120.00%0.07%0.11%Q4 2015Q3 201812
Advisors Asset Management, Inc. 12120.00%0.00%0.00%Q2 2017Q1 202012
COLTON GROOME FINANCIAL ADVISORS, LLC 12120.62%2.14%4.08%Q2 2019Q1 202212
Bedel Financial Consulting, Inc. 12120.02%0.04%0.06%Q1 2018Q4 202012
Virtu KCG Holdings LLC 12120.01%0.05%0.15%Q3 2014Q2 201712
Global Retirement Partners, LLC 840.00%0.01%0.02%Q2 2017Q2 202412
TD Waterhouse Canada Inc. 11110.00%0.00%0.01%Q4 2021Q2 202411
Centric Wealth Management 740.73%1.16%2.48%Q4 2018Q3 202111
Perfromance Wealth Partners, LLC 11110.03%0.24%0.34%Q4 2021Q2 202411
RE Dickinson Investment Advisors, LLC 11110.00%0.01%0.01%Q4 2021Q2 202411
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 710.00%0.00%0.00%Q2 2014Q2 202411
BANQUE PICTET & CIE SA 11110.01%0.01%0.01%Q3 2015Q1 201811
Barden Capital Management, Inc. 11110.50%2.40%5.84%Q4 2021Q2 202411
Camelot Portfolios, LLC 1010.00%0.23%0.34%Q2 2020Q2 202411
Guardian Wealth Management, Inc. 11110.01%0.02%0.04%Q4 2021Q2 202411
Lindenwold Advisors, INC 11110.79%1.48%2.24%Q4 2021Q2 202411
MinichMacGregor Wealth Management, LLC 11110.08%0.48%1.24%Q3 2021Q1 202411
Keystone Wealth Services, LLC 11110.10%0.15%0.20%Q4 2021Q2 202411
AlphaStar Capital Management, LLC 11110.04%0.48%2.25%Q2 2017Q4 201911
COMERICA BANK 740.00%0.00%0.00%Q2 2013Q2 202411
FRANKLIN RESOURCES INC 11110.00%0.00%0.00%Q2 2020Q4 202211
Triumph Capital Management 11110.16%0.24%0.31%Q3 2021Q1 202411
SevenOneSeven Capital Management 11116.40%10.94%15.85%Q2 2021Q4 202311
Spectrum Management Group, LLC 10100.02%0.21%0.82%Q4 2017Q1 202010
GOLDMAN SACHS GROUP INC 10100.00%0.00%0.00%Q3 2013Q4 201510
PrairieView Partners, LLC 10100.01%0.01%0.01%Q1 2022Q2 202410
SCOTIA CAPITAL INC. 730.00%0.00%0.01%Q2 2019Q4 202110
Rockbridge Investment Management, LCC 910.00%0.12%0.24%Q2 2020Q4 202310
Atria Investments, Inc 10100.08%0.15%0.27%Q4 2016Q1 201910
SWS Partners 510.37%1.89%3.99%Q4 2017Q4 202010
Verdence Capital Advisors LLC 430.04%0.05%0.06%Q4 2017Q4 202010
Brookstone Capital Management 620.00%0.01%0.01%Q2 2021Q2 202410
Future Financial Wealth Managment LLC 910.03%1.75%2.26%Q4 2020Q1 202410
PIN OAK INVESTMENT ADVISORS INC 10100.15%0.17%0.22%Q4 2017Q1 202010
GUGGENHEIM CAPITAL LLC 10100.00%0.00%0.00%Q3 2014Q4 201610
1ST SOURCE BANK 10100.01%0.02%0.02%Q3 2019Q4 202110
Fortitude Advisory Group L.L.C. 10100.12%0.23%0.35%Q4 2021Q1 202410
Hoover Financial Advisors, Inc. 730.01%0.17%0.37%Q4 2018Q2 202110
CAPTRUST FINANCIAL ADVISORS 910.00%0.00%0.00%Q3 2019Q2 202210
Advocacy Wealth Management Services, LLC 910.01%0.03%0.05%Q1 2016Q3 201810
Schneider Downs Wealth Management Advisors, LP 820.05%0.39%0.65%Q1 2018Q1 202310
Atria Wealth Solutions, Inc. 10100.01%0.01%0.01%Q1 2022Q2 202410
Tarbox Family Office, Inc. 990.00%0.00%0.00%Q1 2020Q1 20229
CAPITAL CITY TRUST CO/FL 720.06%0.07%0.09%Q3 2019Q4 20219
Perigon Wealth Management, LLC 990.00%0.00%0.00%Q1 2016Q1 20189
IPG Investment Advisors LLC 610.06%0.21%0.46%Q2 2020Q2 20249
BENJAMIN F. EDWARDS & COMPANY, INC. 410.00%0.00%0.01%Q4 2014Q2 20199
Center for Financial Planning, Inc. 810.00%0.00%0.00%Q1 2020Q2 20249
Peak Financial Management, Inc. 810.09%0.19%0.25%Q4 2016Q2 20249
Advisory Alpha, LLC 720.00%0.17%0.35%Q2 2016Q3 20189
MSI Financial Services Inc 810.00%0.00%0.01%Q2 2013Q4 20169
SHEPHERD KAPLAN KROCHUK, LLC 711.49%2.59%3.49%Q2 2020Q2 20248
Catalyst Capital Advisors LLC 880.01%0.01%0.02%Q2 2020Q1 20228
BlackRock Finance, Inc. 610.00%0.00%0.00%Q4 2019Q2 20228
Ameritas Investment Company, LLC 710.01%0.04%0.08%Q1 2019Q3 20218
Congress Wealth Management LLC / DE / 880.00%0.01%0.02%Q4 2021Q3 20238
Capital Planning LLC 310.11%0.36%0.92%Q4 2020Q4 20238
Jefferies Group LLC 530.02%0.07%0.28%Q3 2013Q3 20158
Ameritas Advisory Services, LLC 620.01%0.02%0.03%Q4 2021Q2 20248
Clal Insurance Enterprises Holdings Ltd 880.01%0.03%0.04%Q4 2014Q3 20168
Teza Capital Management LLC 880.04%0.09%0.15%Q2 2020Q1 20228
Creative Planning 210.00%0.00%0.00%Q4 2014Q2 20248
WEDBUSH SECURITIES INC 410.04%0.06%0.10%Q3 2013Q2 20168
Firestone Capital Management 880.00%0.00%0.00%Q4 2019Q3 20218
CULLEN/FROST BANKERS, INC. 880.00%0.00%0.00%Q3 2020Q2 20228
Quantitative Advantage, LLC 610.44%1.10%1.52%Q2 2013Q1 20157
MYECFO, LLC 771.76%1.93%2.19%Q4 2022Q2 20247
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.01%0.09%0.30%Q4 2019Q3 20237
FIRST TRUST ADVISORS LP 770.03%0.04%0.06%Q2 2013Q4 20147
Cerity Partners LLC 770.01%0.02%0.03%Q4 2022Q2 20247
Gradient Investments LLC 510.00%0.00%0.00%Q4 2017Q2 20247
TILIA FIDUCIARY PARTNERS, INC. 770.04%0.06%0.09%Q4 2021Q2 20237
Sandy Spring Bank 430.00%0.00%0.01%Q1 2017Q3 20217
RAM Investment Partners, LLC 775.00%5.85%6.55%Q4 2022Q2 20247
PRIVATE TRUST CO NA 770.01%0.02%0.07%Q4 2022Q2 20247
Sowell Financial Services LLC 770.00%0.00%0.01%Q3 2019Q1 20217
Vantage Investment Advisors, LLC 430.08%0.12%0.14%Q4 2016Q3 20187
Great Waters Wealth Management 770.28%0.42%0.57%Q4 2022Q2 20247
Carroll Financial Associates, Inc. 770.00%0.02%0.06%Q3 2015Q1 20177
Gallacher Capital Management LLC 770.77%1.72%2.84%Q4 2022Q2 20247
CAPE COD FIVE CENTS SAVINGS BANK 770.57%0.68%0.80%Q4 2022Q2 20247
OPPENHEIMER & CO INC 610.00%0.01%0.02%Q4 2019Q1 20227
Integrated Wealth Concepts LLC 770.01%0.01%0.01%Q4 2022Q2 20247
MFA WEALTH ADVISORS, LLC 610.01%1.18%1.81%Q4 2017Q2 20207
Cornerstone Wealth Management, LLC 610.00%0.78%1.03%Q3 2018Q2 20247
Stratos Wealth Partners, LTD. 310.00%0.02%0.04%Q3 2016Q3 20186
Clear Creek Financial Management, LLC 660.06%0.65%1.74%Q1 2023Q2 20246
Mariner, LLC 330.01%0.01%0.02%Q4 2018Q3 20216
GPS Wealth Strategies Group, LLC 660.00%0.00%0.00%Q1 2023Q2 20246
Financial Futures Ltd Liability Co. 660.44%2.90%5.65%Q1 2023Q2 20246
Arrowroot Family Office, LLC 660.28%0.38%0.49%Q1 2023Q2 20246
Cetera Advisors LLC 510.00%0.02%0.03%Q1 2019Q4 20236
Rockefeller Capital Management L.P. 660.00%0.00%0.00%Q4 2021Q1 20236
Resource Planning Group 660.25%0.50%0.68%Q3 2018Q4 20196
JT Stratford LLC 661.05%1.36%1.58%Q4 2016Q1 20186
WealthShield Partners, LLC 660.00%0.00%0.00%Q1 2023Q2 20246
HUNTINGTON NATIONAL BANK 310.00%0.00%0.00%Q4 2019Q2 20246
Avior Wealth Management, LLC 660.00%0.00%0.00%Q1 2023Q2 20246
DAVENPORT & Co LLC 660.00%0.00%0.00%Q1 2023Q2 20246
DB Wealth Management Group, LLC 510.00%0.00%0.01%Q4 2020Q4 20226
FDx Advisors, Inc. 510.01%0.02%0.02%Q3 2016Q1 20186
RHS Financial, LLC 660.58%2.02%3.33%Q4 2018Q1 20206
Glass Jacobson Investment Advisors llc 510.17%0.21%0.28%Q4 2022Q2 20246
Security Financial Services, INC. 310.06%0.15%0.30%Q1 2022Q2 20246
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20246
Blackhawk Capital Partners LLC. 420.32%1.32%2.53%Q4 2017Q2 20196
MANAGED ACCOUNT ADVISORS LLC 660.00%0.00%0.00%Q1 2014Q2 20156
Altus Wealth Group LLC 660.35%0.91%1.18%Q4 2022Q1 20246
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Lenox Wealth Management, Inc. 660.01%0.01%0.02%Q2 2017Q3 20186
Signify Wealth 420.18%2.38%5.76%Q4 2020Q2 20236
TD Capital Management LLC 420.00%0.00%0.00%Q4 2022Q2 20246
Atlas Private Wealth Advisors 660.01%0.01%0.02%Q2 2020Q3 20216
Financial Gravity Asset Management, Inc. 660.00%0.01%0.02%Q1 2023Q2 20246
BB&T INVESTMENT SERVICES, INC. 550.04%0.07%0.12%Q4 2016Q4 20175
NEXT Financial Group, Inc 410.00%0.00%0.01%Q3 2014Q2 20215
CENTAURUS FINANCIAL, INC. 550.02%0.05%0.08%Q1 2018Q1 20195
TAP Consulting, LLC 550.07%0.11%0.15%Q1 2021Q1 20225
Northwest Capital Management Inc 550.01%0.02%0.02%Q2 2023Q2 20245
Sunbelt Securities, Inc. 550.00%0.00%0.00%Q1 2023Q1 20245
KWB Wealth 550.04%0.06%0.07%Q2 2023Q2 20245
Beacon Pointe Wealth Advisors, LLC 550.10%0.17%0.29%Q4 2018Q4 20195
10-15 ASSOCIATES, INC. 550.08%0.08%0.10%Q2 2017Q2 20185
SILVER OAK SECURITIES, INCORPORATED 410.04%0.05%0.06%Q3 2022Q1 20245
CBIZ Investment Advisory Services, LLC 550.00%0.00%0.01%Q4 2019Q4 20205
Genesee Capital Advisors, LLC 550.30%0.37%0.44%Q1 2020Q1 20215
FLOW TRADERS U.S. LLC 550.01%0.01%0.02%Q4 2020Q4 20215
Vertex Planning Partners, LLC 550.16%1.36%3.31%Q4 2022Q4 20235
WBI INVESTMENTS, LLC 110.04%0.34%0.52%Q2 2015Q4 20215
Winfield Associates, Inc. 550.00%0.00%0.00%Q4 2016Q4 20175
Aspire Private Capital, LLC 550.01%0.01%0.01%Q2 2023Q2 20245
BARCLAYS PLC 410.00%0.00%0.00%Q1 2019Q2 20215
NewEdge Advisors, LLC 210.00%0.02%0.03%Q4 2021Q2 20245
B. Riley Wealth Advisors, Inc. 550.01%0.01%0.01%Q1 2021Q1 20225
ALLIANZ INVESTMENT MANAGEMENT LLC 550.06%0.07%0.10%Q4 2019Q4 20205
D.A. DAVIDSON & CO. 310.00%0.01%0.01%Q2 2016Q2 20245
PAX Financial Group, LLC 550.15%0.48%0.78%Q2 2023Q2 20245
NEW ENGLAND SECURITIES CORP /MA/ 550.01%0.01%0.01%Q4 2013Q4 20145
CoreCap Advisors, LLC 210.00%0.00%0.00%Q4 2021Q2 20245
HENGEHOLD CAPITAL MANAGEMENT LLC 550.12%0.37%0.49%Q1 2016Q1 20175
Prestige Wealth Management Group LLC 550.01%0.03%0.05%Q2 2020Q2 20215
Versant Capital Management, Inc 550.03%0.03%0.04%Q4 2016Q4 20175
Lido Advisors, LLC 550.01%0.01%0.01%Q2 2023Q2 20245
Wealth Management Solutions, LLC 440.18%0.22%0.29%Q4 2022Q3 20234
NATIONAL BANK OF CANADA /FI/ 440.00%0.00%0.00%Q3 2023Q2 20244
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 310.03%0.08%0.22%Q4 2017Q4 20184
Modera Wealth Management, LLC 440.02%0.04%0.06%Q4 2021Q3 20224
Integrated Wealth Management 440.06%0.31%0.50%Q2 2016Q1 20174
JBJ Investment Partners, LLC 440.09%1.57%5.57%Q1 2019Q4 20194
USAdvisors Wealth Management, LLC 440.17%6.42%8.60%Q4 2017Q3 20184
F3Logic, LLC 440.03%0.51%0.70%Q2 2021Q1 20224
Baystate Wealth Management LLC 310.00%0.00%0.00%Q2 2017Q4 20184
Pacific Edge Advisors, LLC 447.56%7.91%8.22%Q4 2017Q3 20184
Apriem Advisors 220.04%0.12%0.25%Q4 2016Q4 20174
Fortis Advisors, LLC 440.00%0.02%0.04%Q4 2018Q3 20194
Hurlow Wealth Management Group, Inc. 440.30%0.87%1.12%Q4 2018Q3 20194
Capstone Triton Financial Group, LLC 310.11%0.20%0.43%Q4 2020Q4 20214
Price Capital Management, Inc. 440.05%0.17%0.44%Q1 2019Q4 20194
AE Wealth Management LLC 440.00%0.01%0.03%Q1 2020Q4 20204
Virtu Financial LLC 440.03%0.10%0.13%Q3 2017Q2 20184
LEO BROKERAGE, LLC 440.06%0.23%0.46%Q3 2020Q2 20214
CIBC WORLD MARKET INC. 440.00%0.00%0.00%Q3 2023Q2 20244
Marion Wealth Management 440.23%0.25%0.28%Q4 2022Q3 20234
Advisor OS, LLC 310.25%2.00%6.92%Q2 2020Q2 20214
Curi Wealth Management, LLC 310.01%0.01%0.03%Q4 2020Q2 20224
MEITAV INVESTMENT HOUSE LTD 220.04%0.08%0.15%Q2 2018Q2 20194
TimeScale Financial, Inc. 220.02%0.07%0.12%Q2 2019Q2 20234
Burt Wealth Advisors 440.00%0.00%0.01%Q3 2015Q2 20164
TWO SIGMA SECURITIES, LLC 110.00%0.05%0.18%Q4 2014Q4 20234
Econ Financial Services Corp 220.91%0.97%1.08%Q4 2018Q2 20244
Equitable Holdings, Inc. 440.02%0.04%0.06%Q3 2023Q2 20244
KICKSTAND VENTURES, LLC. 440.08%0.14%0.21%Q3 2023Q2 20244
Gainplan LLC 440.38%0.55%0.81%Q1 2019Q4 20194
tru Independence LLC 220.01%0.82%1.59%Q4 2019Q4 20204
Financial Freedom, LLC 440.98%1.07%1.20%Q3 2023Q2 20244
Psagot Value Holdings Ltd. 330.00%0.00%0.00%Q4 2013Q2 20143
Simplicity Solutions, LLC 110.04%0.13%0.31%Q4 2014Q1 20203
Snowden Capital Advisors LLC 210.01%0.12%0.36%Q3 2017Q1 20223
AlphaOne Investment Services, LLC 330.03%0.03%0.04%Q3 2017Q1 20183
Scarborough Advisors, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Colony Group, LLC 330.00%0.01%0.01%Q4 2023Q2 20243
Tidemark, LLC 330.01%0.15%0.40%Q4 2023Q2 20243
RAYMOND JAMES TRUST N.A. 330.01%0.02%0.03%Q2 2018Q4 20183
BESSEMER GROUP INC 330.00%0.00%0.00%Q1 2023Q3 20233
AVANTAX ADVISORY SERVICES, INC. 210.00%0.01%0.01%Q3 2020Q2 20243
HOWE & RUSLING INC 210.00%0.00%0.01%Q4 2014Q1 20193
Dynamic Advisor Solutions LLC 330.06%0.16%0.30%Q3 2018Q1 20193
FIFTH THIRD BANCORP 330.00%0.00%0.00%Q2 2013Q4 20133
Main Street Group, LTD 330.00%0.00%0.00%Q4 2023Q2 20243
J.P. Turner & Co Capital Mnagement, LLC 330.28%0.30%0.34%Q1 2015Q3 20153
XML Financial, LLC 330.86%1.25%1.48%Q4 2023Q2 20243
Planning Capital Management Corp 330.04%0.05%0.05%Q4 2023Q2 20243
PRINCIPAL SECURITIES, INC. 330.00%0.00%0.01%Q4 2023Q2 20243
BECK CAPITAL MANAGEMENT, LLC 330.54%0.61%0.69%Q3 2023Q1 20243
Capstone Financial Group, Inc. 330.14%0.17%0.21%Q1 2020Q3 20203
MGO ONE SEVEN LLC 210.02%0.02%0.02%Q4 2017Q4 20183
JANUS HENDERSON GROUP PLC 330.00%0.00%0.00%Q3 2013Q1 20143
Householder Group Estate & Retirement Specialist, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Integrated Advisors Network LLC 330.03%0.05%0.07%Q3 2020Q1 20213
TSFG, LLC 330.03%0.14%0.34%Q4 2023Q2 20243
MANUFACTURERS LIFE INSURANCE COMPANY, THE 330.00%0.00%0.00%Q4 2017Q2 20183
Detalus Advisors, LLC 330.07%0.09%0.11%Q4 2023Q2 20243
Kalos Management, Inc. 110.01%0.16%0.24%Q4 2019Q1 20233
BOKF, NA 330.01%0.01%0.01%Q4 2023Q2 20243
Element Wealth, LLC 330.35%0.37%0.38%Q4 2023Q2 20243
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.02%0.02%0.02%Q4 2017Q3 20183
AGILIS PARTNERS LLC 333.56%3.80%4.12%Q4 2023Q2 20243
F-Squared Investment Management, LLC 331.59%1.70%1.91%Q4 2013Q2 20143
Argentus Capital Management, LLC 330.08%0.22%0.38%Q1 2016Q3 20163
IFS Advisors, LLC 331.87%2.10%2.29%Q4 2020Q2 20213
Denver PWM, LLC 334.91%5.39%6.13%Q3 2017Q1 20183
Beacon Pointe Advisors, LLC 330.02%0.04%0.08%Q1 2020Q3 20203
Jane Street Holding, LLC 330.04%0.06%0.09%Q2 2013Q4 20133
CREDIT SUISSE AG/ 210.00%0.00%0.00%Q1 2013Q4 20193
Belpointe Asset Management LLC 220.00%0.01%0.01%Q4 2022Q1 20232
Saba Capital Management, L.P. 220.03%0.03%0.04%Q1 2014Q2 20142
Activest Wealth Management 220.00%0.02%0.05%Q1 2024Q2 20242
Tevis Investment Management 110.00%0.07%0.14%Q4 2021Q2 20222
Braun-Bostich & Associates Inc. 220.01%0.33%0.66%Q2 2020Q3 20202
Lion Street Advisors, LLC 220.07%0.07%0.08%Q1 2023Q2 20232
Vestmark Advisory Solutions, Inc. 220.08%0.08%0.08%Q1 2019Q2 20192
NATIONAL PLANNING CORP 110.00%0.11%0.22%Q2 2013Q4 20142
Pinnacle Family Advisors, LLC 220.20%0.21%0.23%Q3 2019Q4 20192
Systelligence, LLC 221.41%1.90%2.38%Q2 2020Q3 20202
Unique Wealth Strategies, LLC 220.46%0.47%0.48%Q1 2024Q2 20242
SIMON QUICK ADVISORS, LLC 110.01%0.01%0.01%Q3 2017Q1 20182
BNP PARIBAS 220.04%0.04%0.05%Q1 2024Q2 20242
First Command Advisory Services, Inc. 220.00%0.00%0.00%Q4 2017Q1 20182
LIBERTY WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Breakwater Investment Management 220.00%0.00%0.00%Q1 2024Q2 20242
Farther Finance Advisors, LLC 220.00%0.00%0.01%Q1 2024Q2 20242
Allworth Financial LP 220.05%0.06%0.07%Q1 2024Q2 20242
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Stegent Equity Advisors, Inc. 220.30%0.32%0.33%Q2 2022Q3 20222
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Cornerstone Financial Partners, LLC 220.08%0.10%0.12%Q3 2016Q4 20162
Main Street Financial Solutions, LLC 221.19%1.26%1.34%Q4 2020Q1 20212
Advisors Preferred, LLC 110.02%0.04%0.06%Q1 2016Q1 20192
Central Pacific Bank - Trust Division 220.00%0.00%0.00%Q1 2024Q2 20242
SECURITY NATIONAL TRUST CO 220.01%0.01%0.01%Q2 2021Q3 20212
1834 INVESTMENT ADVISORS CO 220.01%0.01%0.01%Q4 2017Q1 20182
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.01%0.01%Q2 2021Q1 20242
Hilltop Holdings Inc. 220.05%0.07%0.08%Q3 2019Q4 20192
ShoreHaven Wealth Partners, LLC 220.18%0.69%1.19%Q2 2023Q3 20232
HIGH POINT BANK & TRUST CO 220.02%0.02%0.02%Q2 2013Q3 20132
Bluefin Trading, LLC 110.05%0.42%0.80%Q4 2017Q3 20192
Allen Capital Group, LLC 220.96%1.03%1.10%Q4 2017Q1 20182
OLD SECOND NATIONAL BANK OF AURORA 220.00%0.00%0.00%Q1 2019Q2 20192
WealthPLAN Partners, LLC 220.01%0.02%0.03%Q2 2016Q3 20162
Graypoint LLC 220.24%0.24%0.24%Q1 2024Q2 20242
Old Port Advisors 110.15%0.15%0.15%Q2 2018Q4 20182
Parallel Advisors, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 220.12%0.12%0.13%Q4 2021Q1 20222
LBA Wealth Management, LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q4 2013Q1 20242
Visionary Wealth Advisors 220.92%1.67%2.43%Q4 2019Q1 20202
JONES FINANCIAL COMPANIES LLLP 220.00%0.00%0.00%Q1 2024Q2 20242
LAFFER TENGLER INVESTMENTS, INC. 220.01%0.01%0.01%Q2 2020Q3 20202
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Clear Rock Advisors, LLC 226.48%6.56%6.63%Q4 2023Q1 20242
Sound Income Strategies, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Bartlett & Co. LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Weaver Consulting Group 110.01%0.01%0.01%Q3 2020Q3 20201
IVC Wealth Advisors LLC 110.24%0.24%0.24%Q4 2020Q4 20201
Zions Bancorporation 110.00%0.00%0.00%Q2 2016Q2 20161
RFG Advisory, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
CENTRAL TRUST Co 110.00%0.00%0.00%Q1 2015Q1 20151
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SYM FINANCIAL Corp 110.03%0.03%0.03%Q3 2023Q3 20231
Values First Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
Mayflower Financial Advisors, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
BluePath Capital Management, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Kimelman & Baird, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Friedenthal Financial 110.48%0.48%0.48%Q3 2016Q3 20161
Slow Capital, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Spotlight Asset Group, Inc. 110.10%0.10%0.10%Q2 2020Q2 20201
Sullivan, Bruyette, Speros & Blaney, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Almanack Investment Partners, LLC. 110.20%0.20%0.20%Q2 2017Q2 20171
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q3 2017Q3 20171
Kowal Investment Group, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
ACORNS SECURITIES, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Safeguard Investment Advisory Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
National Wealth Management Group, LLC 110.54%0.54%0.54%Q4 2021Q4 20211
WFA of San Diego, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Financial Synergies Wealth Advisors, Inc. 110.00%0.00%0.00%Q1 2024Q1 20241
Rinkey Investments 110.00%0.00%0.00%Q4 2021Q4 20211
Ceros Financial Services Inc. 110.02%0.02%0.02%Q1 2019Q1 20191
SIGNET FINANCIAL MANAGEMENT, LLC 110.08%0.08%0.08%Q2 2024Q2 20241
Pathway Financial Advisors LLC 110.04%0.04%0.04%Q4 2017Q4 20171
MILESTONE ASSET MANAGEMENT, LLC 110.35%0.35%0.35%Q2 2024Q2 20241
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Blue Sky Asset Management, LLC 111.40%1.40%1.40%Q4 2019Q4 20191
QUANTUM CAPITAL MANAGEMENT 110.06%0.06%0.06%Q4 2015Q4 20151
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.00%0.00%0.00%Q3 2018Q3 20181
Premia Global Advisors, LLC 110.21%0.21%0.21%Q4 2017Q4 20171
Vericrest Private Wealth 110.80%0.80%0.80%Q4 2021Q4 20211
Modern Wealth Management, LLC 110.03%0.03%0.03%Q2 2024Q2 20241
Bridgeworth, LLC 110.04%0.04%0.04%Q2 2018Q2 20181
FineMark National Bank & Trust 110.01%0.01%0.01%Q2 2014Q2 20141
Dorsey & Whitney Trust CO LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Krilogy Financial LLC 110.07%0.07%0.07%Q4 2019Q4 20191
Menard Financial Group LLC 112.00%2.00%2.00%Q2 2021Q2 20211
Headlands Technologies LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Tradition Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
EHRLICH FINANCIAL GROUP 110.19%0.19%0.19%Q2 2024Q2 20241
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q4 2023Q4 20231
Concert Wealth Management Inc. 110.01%0.01%0.01%Q3 2016Q3 20161
WealthBridge Capital Management, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
EWG Elevate Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
Legacy Private Trust Co. 110.11%0.11%0.11%Q2 2013Q2 20131
Stordahl Capital Management, Inc. 110.08%0.08%0.08%Q1 2022Q1 20221
SUNTRUST BANKS INC 110.00%0.00%0.00%Q2 2016Q2 20161
ORSER CAPITAL MANAGEMENT, LLC 110.15%0.15%0.15%Q1 2021Q1 20211
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
MANCHESTER FINANCIAL INC 110.00%0.00%0.00%Q1 2021Q1 20211
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Newport Wealth Strategies, Inc. 110.17%0.17%0.17%Q4 2019Q4 20191
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
CALTON & ASSOCIATES, INC. 110.04%0.04%0.04%Q4 2017Q4 20171
Cribstone Capital Management, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Waterloo Capital, L.P. 110.36%0.36%0.36%Q1 2020Q1 20201
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q2 2017Q2 20171
WHITTIER TRUST CO 110.00%0.00%0.00%Q1 2020Q1 20201
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Wagner Wealth Management, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Roundview Capital LLC 110.05%0.05%0.05%Q3 2018Q3 20181
Walkner Condon Financial Advisors LLC 110.09%0.09%0.09%Q2 2021Q2 20211
BARTLETT & CO. WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Cordasco Financial Network 110.00%0.00%0.00%Q4 2021Q4 20211
Silicon Hills Wealth Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
GGM Financials LLC 110.79%0.79%0.79%Q2 2024Q2 20241
First Command Financial Services, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Riverview Trust Co 110.01%0.01%0.01%Q1 2019Q1 20191
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
LINCOLN NATIONAL CORP 110.02%0.02%0.02%Q2 2015Q2 20151
TELEMUS CAPITAL, LLC 110.04%0.04%0.04%Q4 2016Q4 20161
Blue Trust, Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Quadrant Private Wealth Management, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
External links

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