Filing Research | PIMCO ETF TR Institutional Holdings

Snapshot holdings

50 / 67 loaded

#		Instrument	quantity
1	Stonebridge Financial Group, LLC	Shares	1.1MSH	$53.1M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	495.5KSH	$25.0M
3	Biltmore Wealth Management, LLC	Shares	424.6KSH	$21.4M
4	WEBSTERROGERS FINANCIAL ADVISORS, LLC	Shares	161.6KSH	$8.2M
5	Crumly & Associates Inc.	Shares	124.3KSH	$6.3M
6	Optimus Capital Advisors, LLC	Shares	109.3KSH	$5.5M
7	MBM WEALTH CONSULTANTS, LLC	Shares	92.1KSH	$4.6M
8	ABLE Financial Group, LLC	Shares	77.2KSH	$3.9M
9	YHB Investment Advisors, Inc.	Shares	67.6KSH	$3.4M
10	Certified Advisory Corp	Shares	65.0KSH	$3.3M
11	CFS Investment Advisory Services, LLC	Shares	56.8KSH	$2.9M
12	DAVENPORT & Co LLC	Shares	56.4KSH	$2.8M
13	Stokes Capital Advisors, LLC	Shares	50.0KSH	$2.5M
14	Farther Finance Advisors, LLC	Shares	42.0KSH	$2.1M
15	INSPIRION WEALTH ADVISORS, LLC	Shares	42.1KSH	$2.1M
16	FOUNDERS GROVE WEALTH PARTNERS, LLC	Shares	41.0KSH	$2.1M
17	RFG Advisory, LLC	Shares	36.5KSH	$1.8M
18	Summit Financial Strategies, Inc.	Shares	35.5KSH	$1.8M
19	LifeWealth Investments, LLC	Shares	35.1KSH	$1.8M
20	IAM Advisory, LLC	Shares	34.8KSH	$1.8M
21	Dynamic Advisor Solutions LLC	Shares	34.2KSH	$1.7M
22	Lakeridge Wealth Management LLC	Shares	31.6KSH	$1.6M
23	Syntegra Private Wealth Group, LLC	Shares	27.5KSH	$1.4M
24	EHRLICH FINANCIAL GROUP	Shares	26.9KSH	$1.4M
25	StoneCrest Wealth Management, Inc.	Shares	26.7KSH	$1.3M
26	Premier Path Wealth Partners, LLC	Shares	25.7KSH	$1.3M
27	MBL Wealth, LLC	Shares	21.7KSH	$1.1M
28	TITLEIST ASSET MANAGEMENT, LLC	Shares	19.1KSH	$963.0K
29	SFG Wealth Management, LLC.	Shares	18.4KSH	$929.1K
30	Skyline Advisors, Inc.	Shares	18.0KSH	$910.5K
31	Oak Wealth Advisors LLC	Shares	17.8KSH	$899.4K
32	Golden State Wealth Management, LLC	Shares	16.0KSH	$808.1K
33	Kooman & Associates	Shares	14.9KSH	$754.3K
34	L.K. Benson & Company, P.C.	Shares	14.2KSH	$716.5K
35	AdvisorNet Financial, Inc	Shares	12.4KSH	$624.0K
36	Barnes Wealth Management Group, Inc	Shares	11.6KSH	$588.1K
37	Apella Capital, LLC	Shares	11.7KSH	$587.7K
38	Wealthcare Advisory Partners LLC	Shares	11.3KSH	$572.3K
39	Onyx Bridge Wealth Group LLC	Shares	11.0KSH	$553.6K
40	William Mack & Associates, Inc.	Shares	10.4KSH	$527.6K
41	Rodgers & Associates, LTD	Shares	10.4KSH	$526.9K
42	SWMG, LLC	Shares	9.4KSH	$471.5K
43	EQUITABLE TRUST CO	Shares	9.3KSH	$469.2K
44	Jeter Robert S II	Shares	9.3KSH	$468.2K
45	J.W. COLE ADVISORS, INC.	Shares	8.9KSH	$450.8K
46	J. M. Brown & Associates Inc.	Shares	8.5KSH	$429.3K
47	Essex Bank	Shares	7.9KSH	$400.4K
48	Mills Wealth Advisors LLC	Shares	7.7KSH	$390.5K
49	DecisionMap Wealth Management, LLC	Shares	6.4KSH	$323.1K
50	Envestnet Portfolio Solutions, Inc.	Shares	6.3KSH	$317.1K

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Manager changes2026-06-30 vs 2026-03-31

50 / 71 loaded

#		Instrument
1	Syntegra Private Wealth Group, LLC new	Shares	+27.5K	+$1.4M	$1.4M
2	Crumly & Associates Inc. added	Shares	+19.2K	+$974.3K	$6.3M
3	SFG Wealth Management, LLC. new	Shares	+18.4K	+$929.1K	$929.1K
4	ABLE Financial Group, LLC added	Shares	+16.0K	+$812.3K	$3.9M
5	RFG Advisory, LLC added	Shares	+14.5K	+$731.1K	$1.8M
6	MBM WEALTH CONSULTANTS, LLC added	Shares	+12.4K	+$632.4K	$4.6M
7	DAVENPORT & Co LLC added	Shares	+11.8K	+$596.3K	$2.8M
8	Stokes Capital Advisors, LLC added	Shares	+10.0K	+$507.0K	$2.5M
9	YHB Investment Advisors, Inc. added	Shares	+9.9K	+$504.1K	$3.4M
10	Certified Advisory Corp added	Shares	+9.9K	+$503.0K	$3.3M
11	FOUNDERS GROVE WEALTH PARTNERS, LLC added	Shares	+9.0K	+$457.3K	$2.1M
12	Mills Wealth Advisors LLC new	Shares	+7.7K	+$390.5K	$390.5K
13	Farther Finance Advisors, LLC added	Shares	+7.5K	+$382.3K	$2.1M
14	Biltmore Wealth Management, LLC added	Shares	+6.1K	+$326.5K	$21.4M
15	William Mack & Associates, Inc. added	Shares	+6.3K	+$317.2K	$527.6K
16	Optimus Capital Advisors, LLC added	Shares	+5.9K	+$302.4K	$5.5M
17	EQUITABLE TRUST CO added	Shares	+3.6K	+$184.1K	$469.2K
18	Premier Path Wealth Partners, LLC added	Shares	+3.6K	+$182.0K	$1.3M
19	Essex Bank added	Shares	+2.0K	+$100.2K	$400.4K
20	Barnes Wealth Management Group, Inc added	Shares	+1.8K	+$90.0K	$588.1K
21	Apella Capital, LLC added	Shares	+1.3K	+$64.8K	$587.7K
22	J.W. COLE ADVISORS, INC. added	Shares	+1.2K	+$63.4K	$450.8K
23	Envestnet Portfolio Solutions, Inc. added	Shares	+1.0K	+$52.7K	$317.1K
24	TITLEIST ASSET MANAGEMENT, LLC added	Shares	+785	+$40.6K	$963.0K
25	WEBSTERROGERS FINANCIAL ADVISORS, LLC added	Shares	+626	+$39.7K	$8.2M
26	INSPIRION WEALTH ADVISORS, LLC added	Shares	+600	+$26.9K	$2.1M
27	Private Wealth Group, LLC added	Shares	+445	+$22.8K	$304.7K
28	Golden State Wealth Management, LLC added	Shares	+393	+$20.7K	$808.1K
29	AdvisorNet Financial, Inc added	Shares	+388	+$20.2K	$624.0K
30	IAM Advisory, LLC added	Shares	+289	+$16.3K	$1.8M
31	Kooman & Associates added	Shares	+223	+$12.0K	$754.3K
32	Gradient Investments LLC added	Shares	+228	+$11.8K	$304.5K
33	Onyx Bridge Wealth Group LLC added	Shares	+78	+$4.5K	$553.6K
34	L.K. Benson & Company, P.C. added	Shares	+40	+$2.7K	$716.5K
35	Archford Capital Strategies, LLC added	Shares	+33	+$1.9K	$232.5K
36	LifeWealth Investments, LLC unchanged	Shares	0	+$1.8K	$1.8M
37	Oak Wealth Advisors LLC added	Shares	+16	+$1.7K	$899.4K
38	Lakeridge Wealth Management LLC unchanged	Shares	0	+$1.6K	$1.6M
39	StoneCrest Wealth Management, Inc. unchanged	Shares	0	+$1.3K	$1.3M
40	Harbor Asset Planning, Inc. added	Shares	+5	+$290	$35.9K
41	Objective Capital Management, LLC unchanged	Shares	0	+$262	$264.9K
42	Marshall Financial Group, LLC unchanged	Shares	0	+$255	$257.6K
43	American Institute for Advanced Investment Management, LLP unchanged	Shares	0	+$210	$212.1K
44	Blue Trust, Inc. unchanged	Shares	0	+$126	$126.8K
45	Key FInancial Inc unchanged	Shares	0	+$49	$49.9K
46	GAMMA Investing LLC unchanged	Shares	0	+$6	$5.8K
47	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$5	$5.0K
48	Beaird Harris Wealth Management, LLC unchanged	Shares	0	$0	$1
49	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$333
50	DecisionMap Wealth Management, LLC trimmed	Shares	-27	-$1.0K	$323.1K

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