| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| ROYAL BANK OF CANADA | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
| Moloney Securities Asset Management, LLC | 18 | 1 | 0.07% | 0.29% | 0.41% | Q4 2018 | Q3 2023 | 19 |
| Cambridge Investment Research Advisors, Inc. | 12 | 6 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 18 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 17 |
| UBS Group AG | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 17 |
| Baker Ellis Asset Management LLC | 15 | 15 | 0.33% | 1.19% | 1.57% | Q1 2020 | Q3 2023 | 15 |
| AdvisorNet Financial, Inc | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2021 | 15 |
| JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2022 | 13 |
| BANK OF AMERICA CORP /DE/ | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2020 | 13 |
| Schiavi & Co LLC | 12 | 12 | 23.14% | 33.72% | 41.53% | Q4 2020 | Q3 2023 | 12 |
| OSAIC HOLDINGS, INC. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
| IFP Advisors, Inc | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2022 | 10 |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
| Allianz Asset Management GmbH | 9 | 9 | 0.04% | 0.05% | 0.07% | Q1 2018 | Q1 2020 | 9 |
| Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 7 |
| Advisor Group, Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 7 |
| WELLS FARGO & COMPANY/MN | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 6 |
| Atria Wealth Solutions, Inc. | 5 | 5 | 0.01% | 0.06% | 0.08% | Q1 2022 | Q1 2023 | 5 |
| PACIFIC FINANCIAL GROUP INC | 4 | 1 | 0.01% | 2.08% | 2.89% | Q1 2019 | Q3 2020 | 5 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 4 | 4 | 0.50% | 1.58% | 2.05% | Q4 2019 | Q3 2020 | 4 |
| MORGAN STANLEY | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 4 |
| JPMORGAN CHASE & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
| WBI INVESTMENTS, LLC | 2 | 1 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q1 2022 | 3 |
| CITIGROUP INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2018 | 3 |
| SG Americas Securities, LLC | 3 | 3 | 0.00% | 0.03% | 0.04% | Q3 2017 | Q1 2018 | 3 |
| Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
| Econ Financial Services Corp | 3 | 3 | 2.78% | 3.07% | 3.51% | Q4 2018 | Q2 2019 | 3 |
| Orion Portfolio Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
| CREDIT SUISSE AG/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
| ENVESTNET ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
| Dynamic Advisor Solutions LLC | 2 | 2 | 0.27% | 0.28% | 0.29% | Q2 2023 | Q3 2023 | 2 |
| Allworth Financial LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
| MML INVESTORS SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
| Brinker Capital Investments, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
| Asset Dedication, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
| Austin Wealth Management, LLC | 1 | 1 | 6.61% | 6.61% | 6.61% | Q3 2023 | Q3 2023 | 1 |
| Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
| FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
External links
This page lists all the filers that currently own PIMCO EQUITY SER or have owned PIMCO EQUITY SER in the past.