Filing Research | PIMCO ETF TR Institutional Holdings

Snapshot holdings

50 / 151 loaded

#		Instrument	quantity
1	Stonebridge Financial Group, LLC	Shares	627.2KSH	$33.0M
2	MBL Wealth, LLC	Shares	505.3KSH	$26.6M
3	Wealth Alliance Advisory Group, LLC	Shares	309.1KSH	$16.3M
4	XY Planning Network, Inc.	Shares	234.4KSH	$12.3M
5	Austin Wealth Management, LLC	Shares	231.5KSH	$12.1M
6	Benchmark Financial Wealth Advisors, LLC	Shares	208.5KSH	$11.0M
7	Morton Brown Family Wealth, LLC	Shares	189.8KSH	$10.0M
8	Flagstone Financial Management	Shares	187.8KSH	$9.9M
9	McNamara Financial Services, Inc.	Shares	158.7KSH	$8.3M
10	Altura Wealth Advisors Inc.	Shares	156.0KSH	$8.2M
11	Newman Dignan & Sheerar, Inc.	Shares	139.3KSH	$7.3M
12	ERn Financial, LLC	Shares	138.2KSH	$7.3M
13	Legacy Private Trust Co.	Shares	136.0KSH	$7.2M
14	Shotwell Rutter Baer Inc	Shares	134.8KSH	$7.1M
15	Avant Financial Advisors LLC	Shares	133.9KSH	$7.0M
16	GENESIS PRIVATE WEALTH, LLC	Shares	126.5KSH	$6.7M
17	Goelzer Investment Management, Inc.	Shares	126.2KSH	$6.6M
18	True North Advisors, LLC	Shares	123.9KSH	$6.5M
19	Certified Advisory Corp	Shares	118.5KSH	$6.2M
20	Financial Synergies Wealth Advisors, Inc.	Shares	113.6KSH	$6.0M
21	Fermata Advisors, LLC	Shares	102.5KSH	$5.4M
22	Sequoia Financial Advisors, LLC	Shares	92.6KSH	$4.9M
23	BCS Wealth Management	Shares	92.5KSH	$4.9M
24	GAMMA Investing LLC	Shares	80.0KSH	$4.2M
25	BRANDYWINE OAK PRIVATE WEALTH LLC	Shares	70.8KSH	$3.7M
26	STEPH & CO	Shares	69.8KSH	$3.7M
27	Farther Finance Advisors, LLC	Shares	69.2KSH	$3.6M
28	XML Financial, LLC	Shares	66.8KSH	$3.5M
29	RFG Advisory, LLC	Shares	62.4KSH	$3.3M
30	Intrua Financial, LLC	Shares	61.1KSH	$3.2M
31	Stokes Capital Advisors, LLC	Shares	60.3KSH	$3.2M
32	BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	Shares	59.9KSH	$3.1M
33	GGM Financial LLC	Shares	58.6KSH	$3.1M
34	Taylor & Morgan Wealth Management, LLC	Shares	56.3KSH	$3.0M
35	Econ Financial Services Corp	Shares	54.8KSH	$2.9M
36	CERTIOR FINANCIAL GROUP, LLC	Shares	52.0KSH	$2.7M
37	Higgins & Schmidt Wealth Strategies LLC	Shares	50.7KSH	$2.7M
38	Onyx Bridge Wealth Group LLC	Shares	49.9KSH	$2.6M
39	Opal Wealth Advisors, LLC	Shares	47.5KSH	$2.5M
40	INSPIRION WEALTH ADVISORS, LLC	Shares	45.1KSH	$2.4M
41	IAM Advisory, LLC	Shares	42.6KSH	$2.2M
42	Breakwater Capital Group	Shares	39.9KSH	$2.1M
43	Wealth Enhancement Trust Services, Inc.	Shares	37.7KSH	$2.0M
44	VAQUERO PRIVATE WEALTH, LTD	Shares	37.5KSH	$2.0M
45	MBE Wealth Management, LLC	Shares	37.4KSH	$2.0M
46	Bravera Wealth	Shares	33.6KSH	$1.8M
47	Williams & Novak, LLC	Shares	33.3KSH	$1.8M
48	HBW ADVISORY SERVICES LLC	Shares	30.1KSH	$1.6M
49	BAM Wealth Management, LLC	Shares	29.8KSH	$1.6M
50	Cornerstone Wealth Management, LLC	Shares	29.7KSH	$1.6M

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

50 / 153 loaded

#		Instrument
1	Legacy Private Trust Co. added	Shares	+52.6K	+$2.8M	$7.2M
2	MBL Wealth, LLC added	Shares	+29.5K	+$1.7M	$26.6M
3	RFG Advisory, LLC added	Shares	+30.8K	+$1.6M	$3.3M
4	Stonebridge Financial Group, LLC added	Shares	+19.5K	+$1.3M	$33.0M
5	Flagstone Financial Management added	Shares	+21.7K	+$1.2M	$9.9M
6	Aprio Wealth Management, LLC new	Shares	+22.9K	+$1.2M	$1.2M
7	McNamara Financial Services, Inc. added	Shares	+20.7K	+$1.1M	$8.3M
8	XY Planning Network, Inc. added	Shares	+17.4K	+$1.0M	$12.3M
9	Hobart Private Capital, LLC added	Shares	+18.6K	+$979.3K	$1.2M
10	Econ Financial Services Corp added	Shares	+18.3K	+$979.0K	$2.9M
11	Bravera Wealth added	Shares	+16.4K	+$867.9K	$1.8M
12	SFG Wealth Management, LLC. new	Shares	+16.5K	+$865.6K	$865.6K
13	BRIDGE GENERATIONS WEALTH MANAGEMENT LLC added	Shares	+13.1K	+$707.3K	$3.1M
14	Newman Dignan & Sheerar, Inc. added	Shares	+12.4K	+$706.6K	$7.3M
15	XML Financial, LLC added	Shares	+11.9K	+$650.6K	$3.5M
16	GAMMA Investing LLC added	Shares	+11.2K	+$616.0K	$4.2M
17	Stokes Capital Advisors, LLC added	Shares	+11.2K	+$606.6K	$3.2M
18	GGM Financial LLC added	Shares	+11.0K	+$598.8K	$3.1M
19	Wealth Alliance Advisory Group, LLC added	Shares	+8.6K	+$575.9K	$16.3M
20	BAM Wealth Management, LLC added	Shares	+10.6K	+$564.8K	$1.6M
21	Morton Brown Family Wealth, LLC added	Shares	+9.2K	+$558.4K	$10.0M
22	GENESIS PRIVATE WEALTH, LLC added	Shares	+9.1K	+$524.5K	$6.7M
23	Redhawk Wealth Advisors, Inc. new	Shares	+8.9K	+$466.0K	$466.0K
24	Farther Finance Advisors, LLC added	Shares	+7.6K	+$429.8K	$3.6M
25	Lineweaver Wealth Advisors, LLC new	Shares	+7.9K	+$414.8K	$414.8K
26	Avant Financial Advisors LLC added	Shares	+5.9K	+$364.3K	$7.0M
27	Focus Financial Network, Inc. added	Shares	+6.7K	+$358.1K	$962.7K
28	Oak Wealth Advisors LLC added	Shares	+6.0K	+$325.7K	$1.5M
29	CAPITAL ADVISORS INC/OK new	Shares	+6.0K	+$317.7K	$317.7K
30	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.8K	+$301.8K	$1.1M
31	APS Management Group, Inc. added	Shares	+5.4K	+$289.8K	$1.3M
32	CFS Investment Advisory Services, LLC added	Shares	+5.4K	+$281.4K	$1.2M
33	Balefire, LLC new	Shares	+5.2K	+$274.0K	$274.0K
34	MBE Wealth Management, LLC added	Shares	+4.9K	+$270.7K	$2.0M
35	Certified Advisory Corp added	Shares	+4.0K	+$256.7K	$6.2M
36	CERTIOR FINANCIAL GROUP, LLC added	Shares	+4.5K	+$253.9K	$2.7M
37	Cadent Capital Advisors, LLC new	Shares	+4.5K	+$236.2K	$236.2K
38	National Wealth Management Group, LLC added	Shares	+4.4K	+$233.9K	$465.1K
39	GRIMES & Co WEALTH MANAGEMENT, LLC added	Shares	+4.2K	+$228.7K	$1.3M
40	Wealthcare Advisory Partners LLC new	Shares	+4.2K	+$222.4K	$222.4K
41	Trust Point Inc. new	Shares	+4.1K	+$218.2K	$218.2K
42	ERn Financial, LLC added	Shares	+3.0K	+$214.6K	$7.3M
43	MISSION WEALTH MANAGEMENT, LP added	Shares	+3.5K	+$188.2K	$810.1K
44	BENJAMIN EDWARDS INC added	Shares	+3.4K	+$181.6K	$437.7K
45	Apella Capital, LLC added	Shares	+3.5K	+$177.0K	$1.3M
46	Entelevest, LLC added	Shares	+3.1K	+$172.0K	$1.1M
47	True North Advisors, LLC added	Shares	+1.9K	+$148.9K	$6.5M
48	Financial Synergies Wealth Advisors, Inc. added	Shares	+1.9K	+$143.8K	$6.0M
49	Barnes Wealth Management Group, Inc added	Shares	+2.3K	+$129.0K	$1.2M
50	Provenance Wealth Advisors, LLC added	Shares	+2.4K	+$126.5K	$282.3K

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