PIMCO ETF TR shareholder history

Current and past PIMCO ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 45450.00%0.00%0.00%Q2 2013Q2 202445
BANK OF AMERICA CORP /DE/ 45450.00%0.00%0.01%Q2 2013Q2 202445
WELLS FARGO & COMPANY/MN 45450.00%0.00%0.00%Q2 2013Q2 202445
MORGAN STANLEY 45450.00%0.00%0.01%Q2 2013Q2 202445
TD Capital Management LLC 44440.00%0.23%1.36%Q3 2013Q2 202444
UBS Group AG 3710.00%0.00%0.00%Q4 2014Q2 202438
JANE STREET GROUP, LLC 1540.00%0.01%0.02%Q1 2014Q2 202437
LPL Financial LLC 1520.00%0.00%0.01%Q2 2013Q2 202433
Cambridge Investment Research Advisors, Inc. 33330.00%0.01%0.02%Q2 2016Q2 202433
Raymond James Financial Services Advisors, Inc. 2820.00%0.01%0.01%Q4 2016Q2 202430
Advisors Preferred, LLC 1610.09%0.51%1.63%Q4 2013Q2 202230
Brinker Capital Investments, LLC 29290.00%0.03%0.18%Q4 2015Q4 202229
BerganKDV Wealth Management, LLC 28280.03%0.05%0.11%Q3 2016Q2 202328
COMMONWEALTH EQUITY SERVICES, LLC 27270.00%0.00%0.01%Q4 2017Q2 202427
SUSQUEHANNA INTERNATIONAL GROUP, LLP 710.00%0.00%0.00%Q4 2013Q4 202327
CITIGROUP INC 15100.00%0.00%0.00%Q1 2014Q2 202125
DAVIS R M INC 1780.01%0.10%0.23%Q4 2017Q2 202425
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.00%0.00%Q3 2018Q2 202424
Rehmann Capital Advisory Group 1860.00%0.07%0.20%Q1 2018Q2 202424
Cornerstone Wealth Management, LLC 24240.05%0.11%0.16%Q4 2016Q3 202224
FIRST TRUST ADVISORS LP 23230.00%0.00%0.00%Q3 2013Q1 201923
Janney Montgomery Scott LLC 2120.00%0.00%0.00%Q3 2017Q2 202323
STIFEL FINANCIAL CORP 22220.00%0.00%0.01%Q1 2019Q2 202422
Covington Capital Management 21210.00%0.01%0.03%Q3 2017Q3 202221
OneDigital Investment Advisors LLC 21210.06%0.79%1.51%Q2 2019Q2 202421
ENVESTNET ASSET MANAGEMENT INC 1920.00%0.00%0.00%Q3 2018Q2 202421
LADENBURG THALMANN FINANCIAL SERVICES INC. 21210.00%0.00%0.00%Q4 2014Q4 201921
CWM, LLC 11100.18%0.40%0.58%Q1 2019Q2 202421
MML INVESTORS SERVICES, LLC 20200.00%0.01%0.02%Q3 2019Q2 202420
NewSquare Capital LLC 20200.09%0.21%0.36%Q3 2019Q2 202420
RAYMOND JAMES & ASSOCIATES 1370.00%0.00%0.00%Q2 2019Q2 202420
Archford Capital Strategies, LLC 1360.00%0.06%0.12%Q1 2014Q2 201919
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Crumly & Associates Inc. 19190.35%0.78%1.79%Q4 2019Q2 202419
OSAIC HOLDINGS, INC. 18180.00%0.01%0.03%Q1 2020Q2 202418
HighTower Advisors, LLC 1080.00%0.01%0.03%Q4 2018Q2 202418
GREENLEAF TRUST 18180.01%0.01%0.01%Q1 2020Q2 202418
NEXT Financial Group, Inc 910.01%0.04%0.12%Q3 2017Q4 202116
Stratos Wealth Partners, LTD. 16160.01%0.02%0.04%Q4 2019Q3 202316
YHB Investment Advisors, Inc. 16160.05%0.12%0.21%Q3 2020Q2 202416
Leelyn Smith, LLC 1510.04%0.19%0.28%Q4 2019Q4 202316
Bouchey Financial Group Ltd 1140.02%0.15%0.49%Q4 2013Q2 202415
WEBSTERROGERS FINANCIAL ADVISORS, LLC 15151.23%2.15%3.35%Q4 2020Q2 202415
Levy Wealth Management Group, LLC 15150.43%0.73%1.00%Q4 2020Q2 202415
American Portfolios Advisors 15150.00%0.02%0.04%Q1 2019Q3 202215
Trutina Financial LLC 15150.19%0.25%0.32%Q2 2013Q4 201615
Stokes Capital Advisors, LLC 1040.15%1.91%3.10%Q4 2017Q3 202314
Total Clarity Wealth Management, Inc. 14140.10%0.19%0.42%Q1 2021Q2 202414
JPMORGAN CHASE & CO 14140.00%0.00%0.00%Q1 2021Q2 202414
CONDOR CAPITAL MANAGEMENT 910.02%0.92%1.92%Q3 2019Q2 202414
Syverson Strege & Co 14140.13%0.52%4.77%Q4 2020Q1 202414
Rockefeller Capital Management L.P. 14140.00%0.00%0.01%Q1 2021Q2 202414
BENJAMIN F. EDWARDS & COMPANY, INC. 860.00%0.00%0.00%Q1 2020Q2 202414
Belpointe Asset Management LLC 940.01%0.01%0.02%Q1 2021Q2 202413
Orion Portfolio Solutions, LLC 1120.00%0.03%0.07%Q1 2020Q2 202413
Global Retirement Partners, LLC 13130.00%0.03%0.28%Q2 2021Q2 202413
MBL Wealth, LLC 1010.13%1.35%4.50%Q4 2020Q2 202413
L. Roy Papp & Associates, LLP 13130.12%0.19%0.29%Q2 2019Q2 202213
HOLLENCREST CAPITAL MANAGEMENT 1120.00%0.06%0.21%Q1 2021Q2 202413
Citadel Advisors 410.00%0.00%0.00%Q1 2019Q2 202413
HARBOUR INVESTMENTS, INC. 940.00%0.01%0.02%Q1 2021Q2 202413
US BANCORP \DE\ 12120.00%0.00%0.00%Q3 2021Q2 202412
NOTTINGHAM ADVISORS, INC. 12120.04%0.11%0.21%Q3 2020Q2 202312
MSI Financial Services Inc 620.00%0.00%0.00%Q2 2013Q4 201612
Kathmere Capital Management, LLC 12120.54%1.39%2.32%Q4 2020Q3 202312
SITTNER & NELSON, LLC 12120.10%0.75%1.46%Q3 2021Q2 202412
HARBOR INVESTMENT ADVISORY, LLC 12120.00%0.02%0.02%Q4 2019Q3 202212
Signify Wealth 12125.24%7.66%14.49%Q4 2020Q3 202312
IFC Holdings Incorporated/FL 720.01%0.04%0.08%Q3 2013Q4 201712
FLOW TRADERS U.S. LLC 510.00%0.07%0.30%Q3 2019Q2 202411
American Institute for Advanced Investment Management, LLP 11110.21%0.35%0.54%Q1 2021Q3 202311
Capital Market Strategies LLC 11110.22%0.51%0.98%Q4 2021Q2 202411
FIRST NATIONAL CORP /MA/ /ADV 11110.34%0.55%0.85%Q3 2019Q1 202211
Wambolt & Associates, LLC 11110.07%0.13%0.21%Q2 2019Q4 202111
CarsonAllaria Wealth Management, Ltd. 11113.11%5.22%7.34%Q4 2021Q2 202411
Allianz Asset Management GmbH 1010.00%0.00%0.00%Q4 2019Q2 202411
Financial Management Professionals, Inc. 11110.01%0.27%0.78%Q2 2015Q4 201711
IFP Advisors, Inc 1010.00%0.09%0.13%Q2 2021Q2 202411
Westside Investment Management, Inc. 10100.00%0.75%1.22%Q1 2022Q2 202410
Leisure Capital Management 10100.14%0.29%0.42%Q3 2019Q4 202110
BCGM Wealth Management, LLC 10100.26%0.76%0.96%Q1 2022Q2 202410
AVANTAX ADVISORY SERVICES, INC. 910.00%0.01%0.02%Q3 2020Q2 202410
First Heartland Consultants, Inc. 820.02%0.20%1.43%Q3 2020Q2 202410
Visionary Wealth Advisors 910.02%0.12%0.45%Q4 2021Q2 202410
Dynamic Advisor Solutions LLC 990.04%0.07%0.12%Q2 2022Q2 20249
Baird Financial Group, Inc. 990.00%0.00%0.00%Q2 2022Q2 20249
Madison Wealth Partners, Inc 990.13%0.32%0.48%Q2 2022Q2 20249
Virtue Capital Management, LLC 990.10%0.11%0.14%Q2 2022Q2 20249
Cerity Partners LLC 990.03%0.09%0.21%Q2 2022Q2 20249
VALLEY WEALTH MANAGERS, INC. 990.00%0.01%0.03%Q2 2022Q2 20249
Kingfisher Capital LLC 990.16%0.20%0.26%Q3 2020Q3 20229
SIGNET FINANCIAL MANAGEMENT, LLC 990.39%0.59%0.69%Q2 2022Q2 20249
Clearview Wealth Advisors LLC 990.02%0.03%0.07%Q2 2021Q2 20239
Certified Advisory Corp 880.22%0.33%0.42%Q3 2022Q2 20248
Avior Wealth Management, LLC 880.00%0.00%0.01%Q3 2022Q2 20248
Gradient Investments LLC 880.00%0.00%0.01%Q3 2022Q2 20248
THRIVENT FINANCIAL FOR LUTHERANS 880.00%0.00%0.00%Q3 2022Q2 20248
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 410.00%0.00%0.00%Q1 2019Q2 20248
Gray Wealth Management Inc. 620.12%0.17%0.28%Q1 2020Q1 20228
WBH ADVISORY INC 620.03%0.05%0.06%Q2 2022Q2 20248
RAYMOND JAMES TRUST N.A. 880.01%0.02%0.05%Q3 2022Q2 20248
Capital Advisors, Ltd. LLC 880.04%0.05%0.06%Q3 2022Q2 20248
Amplius Wealth Advisors, LLC 620.03%0.35%0.70%Q4 2021Q1 20248
Advisor Group, Inc. 710.00%0.00%0.00%Q4 2016Q4 20198
Anchor Investment Management, LLC 880.01%0.01%0.01%Q2 2022Q1 20248
Equitable Holdings, Inc. 880.00%0.01%0.01%Q3 2022Q2 20248
Pacific Edge Advisors, LLC 880.30%0.42%0.83%Q4 2017Q3 20198
LINCOLN NATIONAL CORP 770.00%0.00%0.01%Q3 2022Q1 20247
Garden State Investment Advisory Services LLC 770.46%0.66%0.95%Q4 2022Q2 20247
Bedel Financial Consulting, Inc. 770.10%0.13%0.16%Q4 2022Q2 20247
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 610.01%0.05%0.07%Q2 2019Q3 20227
TWO SIGMA SECURITIES, LLC 310.00%0.02%0.08%Q4 2016Q2 20247
IAM Advisory, LLC 770.26%0.33%0.46%Q4 2022Q2 20247
Cetera Advisors LLC 770.03%0.16%0.20%Q2 2022Q4 20237
NewEdge Advisors, LLC 770.00%0.01%0.03%Q4 2022Q2 20247
Bank of New York Mellon Corp 410.00%0.00%0.00%Q2 2016Q2 20247
Commonwealth Equity Services, Inc 430.00%0.01%0.01%Q2 2013Q3 20177
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.01%0.07%Q2 2013Q4 20147
Kooman & Associates 770.28%0.42%0.82%Q4 2022Q2 20247
Watchman Group, Inc. 770.19%0.25%0.30%Q4 2022Q2 20247
SAGE RHINO CAPITAL LLC 770.30%0.34%0.38%Q4 2022Q2 20247
INSPIRION WEALTH ADVISORS, LLC 770.35%0.39%0.43%Q4 2022Q2 20247
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
SouthState Corp 770.25%0.42%0.61%Q2 2013Q4 20147
OLD NATIONAL BANCORP /IN/ 770.01%0.01%0.01%Q1 2015Q3 20167
CAPTRUST FINANCIAL ADVISORS 770.04%0.05%0.06%Q4 2022Q2 20247
ASSETMARK, INC 770.00%0.00%0.00%Q4 2022Q2 20247
OneAscent Wealth Management LLC 610.09%0.13%0.28%Q3 2021Q2 20237
Virtu KCG Holdings LLC 430.01%0.02%0.03%Q2 2014Q1 20177
Arete Wealth Advisors, LLC 660.17%0.21%0.25%Q2 2020Q3 20216
Compass Ion Advisors, LLC 660.36%0.55%1.08%Q2 2020Q3 20216
Kelman-Lazarov, Inc. 660.30%0.57%0.74%Q1 2023Q2 20246
IAG Wealth Partners, LLC 660.00%0.01%0.01%Q1 2023Q2 20246
ABLE Financial Group, LLC 660.95%1.14%1.39%Q1 2023Q2 20246
Sunbelt Securities, Inc. 660.00%0.00%0.00%Q1 2023Q2 20246
TRUIST FINANCIAL CORP 660.01%0.01%0.01%Q2 2022Q3 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Householder Group Estate & Retirement Specialist, LLC 410.01%0.01%0.02%Q3 2022Q2 20246
Avestar Capital, LLC 660.10%0.12%0.16%Q3 2022Q4 20236
PFG Advisors 660.02%0.03%0.04%Q1 2023Q2 20246
CAPITAL ONE FINANCIAL CORP 660.07%0.17%0.24%Q4 2020Q1 20226
Main Street Financial Solutions, LLC 660.04%0.05%0.06%Q4 2020Q1 20226
Good Life Advisors, LLC 660.02%0.04%0.05%Q1 2023Q2 20246
Financial Advocates Investment Management 660.04%0.04%0.06%Q1 2023Q2 20246
Inspire Advisors, LLC 660.20%0.25%0.30%Q1 2023Q2 20246
Tyler-Stone Wealth Management 510.30%0.41%0.54%Q4 2022Q2 20246
LGT Financial Advisors LLC 510.10%0.13%0.21%Q4 2022Q2 20246
COLONY GROUP LLC 660.06%0.07%0.07%Q3 2014Q4 20156
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q1 2023Q2 20246
MANUFACTURERS LIFE INSURANCE COMPANY, THE 510.00%0.00%0.00%Q4 2016Q2 20186
SageView Advisory Group, LLC 510.02%0.03%0.04%Q4 2022Q2 20246
WINTRUST INVESTMENTS LLC 550.03%0.04%0.04%Q2 2023Q2 20245
Horizon Kinetics 550.00%0.00%0.00%Q2 2013Q2 20145
Allworth Financial LP 550.02%0.02%0.03%Q2 2023Q2 20245
StrongBox Wealth, LLC 550.60%0.97%1.23%Q2 2021Q2 20225
CERTUITY, LLC 550.05%0.08%0.11%Q4 2020Q4 20215
Long Wharf Investors, Inc. 550.48%0.57%0.72%Q2 2013Q2 20145
Element Wealth, LLC 550.02%0.03%0.03%Q2 2023Q2 20245
PNC FINANCIAL SERVICES GROUP, INC. 550.00%0.00%0.00%Q4 2019Q4 20205
Dean, Jacobson Financial Services, LLC 550.18%0.23%0.30%Q2 2023Q2 20245
Bond & Devick Financial Network, Inc. 550.16%0.34%0.51%Q1 2022Q1 20235
Colonial Trust Co / SC 550.00%0.00%0.00%Q4 2022Q4 20235
SVB WEALTH LLC 550.00%0.00%0.00%Q1 2021Q1 20225
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 550.01%0.06%0.08%Q2 2023Q2 20245
B. Riley Wealth Advisors, Inc. 410.01%0.04%0.06%Q2 2014Q4 20195
Carroll Financial Associates, Inc. 550.00%0.00%0.00%Q2 2013Q2 20145
Biltmore Wealth Management, LLC 557.24%8.28%8.78%Q2 2023Q2 20245
SWMG, LLC 410.72%1.30%1.56%Q2 2021Q3 20225
CreativeOne Wealth, LLC 410.01%0.03%0.05%Q3 2022Q1 20245
Voya Financial Advisors, Inc. 550.01%0.05%0.08%Q1 2020Q1 20215
St. James Investment Advisors, LLC 550.01%0.03%0.05%Q4 2021Q4 20225
AdvisorNet Financial, Inc 550.00%0.03%0.05%Q2 2023Q2 20245
Paradigm Financial Advisors, LLC 440.09%0.09%0.10%Q1 2021Q4 20214
StrategIQ Financial Group, LLC 440.06%0.14%0.22%Q1 2023Q4 20234
OLD MISSION CAPITAL LLC 440.02%0.05%0.12%Q1 2021Q4 20214
MJP ASSOCIATES INC /ADV 440.51%0.56%0.64%Q4 2020Q3 20214
DAVENPORT & Co LLC 440.00%0.00%0.00%Q3 2023Q2 20244
AE Wealth Management LLC 310.00%0.01%0.02%Q4 2021Q2 20244
Wealth CMT 311.21%1.73%3.09%Q2 2022Q2 20234
WEATHERLY ASSET MANAGEMENT L. P. 220.03%0.04%0.05%Q4 2021Q4 20234
Boyd Wealth Management, LLC 440.54%0.58%0.65%Q2 2022Q1 20234
Merit Financial Group, LLC 440.01%0.02%0.02%Q2 2022Q1 20234
Steward Partners Investment Advisory, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
Geneos Wealth Management Inc. 440.00%0.00%0.00%Q3 2023Q2 20244
COMERICA BANK 440.00%0.00%0.00%Q3 2023Q2 20244
Peak Asset Management, LLC 440.23%0.31%0.34%Q2 2016Q1 20174
KWB Wealth 440.08%0.09%0.10%Q4 2022Q3 20234
B. Riley Financial, Inc. 310.06%0.11%0.15%Q1 2016Q3 20174
GeoWealth Management, LLC 440.00%0.00%0.01%Q2 2023Q1 20244
Thomas J. Herzfeld Advisors, Inc. 440.33%0.39%0.47%Q1 2019Q4 20194
FMR LLC 210.00%0.00%0.00%Q2 2022Q3 20234
Skyline Advisors, Inc. 330.82%0.84%0.86%Q4 2023Q2 20243
EHRLICH FINANCIAL GROUP 330.26%0.32%0.43%Q4 2023Q2 20243
AIFG Consultants Ltd. 331.88%2.29%3.06%Q4 2022Q2 20233
Clarity Asset Management, Inc. 330.01%0.01%0.02%Q4 2023Q2 20243
Clear Point Advisors Inc. 330.18%0.20%0.23%Q4 2023Q2 20243
COLDSTREAM CAPITAL MANAGEMENT INC 210.01%0.02%0.02%Q2 2022Q1 20233
Cyndeo Wealth Partners, LLC 330.13%0.14%0.16%Q4 2023Q2 20243
Williams & Novak, LLC 330.34%0.41%0.44%Q4 2023Q2 20243
Creative Planning 330.00%0.00%0.00%Q3 2023Q1 20243
J.W. COLE ADVISORS, INC. 330.01%0.01%0.02%Q4 2023Q2 20243
PAX Financial Group, LLC 330.51%0.56%0.59%Q4 2023Q2 20243
Advisory Services Network, LLC 210.00%0.00%0.00%Q1 2020Q4 20203
Capital Analysts, LLC 210.00%0.00%0.01%Q4 2018Q4 20203
Planned Solutions, Inc. 210.00%0.00%0.01%Q3 2020Q4 20233
GPS Wealth Strategies Group, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Cedar Point Capital Partners, LLC 332.23%2.33%2.41%Q4 2023Q2 20243
PALLADIUM PARTNERS LLC 331.03%1.11%1.22%Q3 2021Q1 20223
LongView Wealth Management 330.68%0.76%0.85%Q4 2023Q2 20243
Aptus Capital Advisors, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
BHF RG Capital Inc. 330.80%1.07%1.45%Q2 2020Q4 20203
FOUNDERS BANK & TRUST 330.04%0.09%0.12%Q2 2014Q4 20143
Key FInancial Inc 330.01%0.01%0.01%Q4 2023Q2 20243
JONES FINANCIAL COMPANIES LLLP 330.00%0.00%0.00%Q4 2023Q2 20243
KLINGENSTEIN FIELDS & CO LP 330.05%0.07%0.08%Q3 2021Q1 20223
TruWealth Advisors, LLC 330.02%0.02%0.02%Q4 2023Q2 20243
Kuhn & Co Investment Counsel 330.35%0.37%0.38%Q4 2023Q2 20243
GOLDMAN SACHS GROUP INC 220.00%0.00%0.00%Q4 2023Q1 20242
STANCORP INVESTMENT ADVISERS INC 220.04%0.04%0.04%Q4 2014Q1 20152
SALEM INVESTMENT COUNSELORS INC 220.00%0.00%0.00%Q1 2024Q2 20242
Dynasty Wealth Management, LLC 220.01%0.03%0.06%Q1 2024Q2 20242
Cetera Advisor Networks LLC 220.00%0.01%0.02%Q3 2023Q4 20232
Farther Finance Advisors, LLC 220.03%0.05%0.06%Q1 2024Q2 20242
VERUS CAPITAL PARTNERS, LLC 220.00%0.01%0.02%Q4 2019Q1 20202
Tidemark, LLC 220.01%0.02%0.02%Q4 2023Q1 20242
TITLEIST CAPITAL, LLC 220.06%0.14%0.23%Q1 2022Q2 20222
Atria Investments, Inc 220.03%0.03%0.03%Q3 2021Q4 20212
Pictet North America Advisors SA 220.03%0.36%0.69%Q4 2023Q1 20242
RFG Advisory, LLC 220.04%0.04%0.04%Q3 2019Q4 20192
MUFG Americas Holdings Corp 220.00%0.00%0.00%Q1 2013Q2 20132
MERCER GLOBAL ADVISORS INC /ADV 220.00%0.01%0.02%Q1 2024Q2 20242
Premier Path Wealth Partners, LLC 220.16%0.18%0.20%Q1 2024Q2 20242
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.06%0.09%0.12%Q1 2020Q2 20202
Milestone Investment Advisors LLC 220.03%0.06%0.09%Q1 2024Q2 20242
D.A. DAVIDSON & CO. 220.00%0.01%0.01%Q4 2022Q1 20232
Winslow, Evans & Crocker, Inc. 220.01%0.01%0.01%Q3 2020Q4 20202
EVERGREEN CAPITAL MANAGEMENT LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Beacon Capital Management, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Waverly Advisors, LLC 220.04%0.05%0.05%Q1 2024Q2 20242
Wallace Hart LLC 220.03%0.04%0.04%Q1 2024Q2 20242
Penserra Capital Management LLC 110.00%0.00%0.00%Q2 2023Q4 20232
Impact Partnership Wealth, LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Alera Investment Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
BEAM WEALTH ADVISORS, INC. 221.44%1.77%2.11%Q2 2022Q3 20222
Landmark Wealth Management, LLC 220.43%0.51%0.58%Q4 2021Q1 20222
Essex Financial Services, Inc. 220.04%0.04%0.04%Q2 2022Q3 20222
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.01%Q1 2022Q4 20222
Private Ocean, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Atria Wealth Solutions, Inc. 220.01%0.01%0.01%Q4 2022Q1 20232
Birchcreek Wealth Management, LLC 220.20%0.20%0.20%Q2 2021Q3 20212
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
Intergy Private Wealth, LLC 110.68%0.68%0.68%Q3 2022Q3 20221
Sterling Investment Advisors, Ltd. 110.00%0.00%0.00%Q3 2020Q3 20201
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Mach-1 Financial Group, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
HOWARD WEALTH MANAGEMENT, LLC 110.14%0.14%0.14%Q4 2019Q4 20191
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Ceros Financial Services Inc. 110.16%0.16%0.16%Q1 2019Q1 20191
Quotient Wealth Partners, LLC 110.04%0.04%0.04%Q2 2024Q2 20241
TAP Consulting, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Clear Perspective Advisors, LLC 110.05%0.05%0.05%Q2 2019Q2 20191
Gateway Advisory, LLC 110.14%0.14%0.14%Q3 2022Q3 20221
SIGNATUREFD, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Strategic Blueprint, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Wagner Wealth Management, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
IFG Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
EQUITABLE TRUST CO 110.06%0.06%0.06%Q3 2018Q3 20181
M Holdings Securities, Inc. 110.70%0.70%0.70%Q1 2020Q1 20201
Bridgewealth Advisory Group, LLC 110.10%0.10%0.10%Q2 2024Q2 20241
Sollinda Capital Management LLC 110.06%0.06%0.06%Q2 2024Q2 20241
Darwin Wealth Management, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Prospera Financial Services Inc 110.02%0.02%0.02%Q1 2022Q1 20221
MAI Capital Management 110.00%0.00%0.00%Q1 2023Q1 20231
NEXT Financial Holdings 110.04%0.04%0.04%Q1 2019Q1 20191
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Kestra Advisory Services, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
BESSEMER GROUP INC 110.00%0.00%0.00%Q1 2024Q1 20241
CENTAURUS FINANCIAL, INC. 110.02%0.02%0.02%Q3 2022Q3 20221
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
BAIRD ROBERT W & CO INC /WI/ 110.01%0.01%0.01%Q4 2013Q4 20131
Sandy Spring Bank 110.01%0.01%0.01%Q2 2024Q2 20241
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Mutual Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Elevated Capital Advisors, LLC 110.10%0.10%0.10%Q2 2024Q2 20241
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Cetera Investment Advisers 110.05%0.05%0.05%Q1 2024Q1 20241
BEDEL FINANCIAL CONSULTING INC 110.13%0.13%0.13%Q3 2023Q3 20231
ShoreHaven Wealth Partners, LLC 110.36%0.36%0.36%Q4 2022Q4 20221
Summit Financial Strategies, Inc. 110.06%0.06%0.06%Q2 2024Q2 20241
B. Riley Wealth Management, Inc. 110.04%0.04%0.04%Q1 2019Q1 20191
WealthPLAN Partners, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q2 2016Q2 20161
Jane Street Holding, LLC 110.02%0.02%0.02%Q3 2013Q3 20131
GAMMA Investing LLC 110.00%0.00%0.00%Q2 2024Q2 20241
SHEETS SMITH WEALTH MANAGEMENT 110.02%0.02%0.02%Q3 2023Q3 20231
Sage Mountain Advisors LLC 110.00%0.00%0.00%Q4 2023Q4 20231
FREEDOM WEALTH ALLIANCE, LLC 110.20%0.20%0.20%Q4 2022Q4 20221
Parallel Advisors, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
External links

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