Filing Research | PIMCO ETF TR Institutional Holdings

Snapshot holdings

50 / 64 loaded

#		Instrument	quantity
1	Mid-American Wealth Advisory Group, Inc.	Shares	314.6KSH	$29.4M
2	RMR Wealth Builders	Shares	228.0KSH	$21.3M
3	Capital Management Associates, Inc	Shares	156.9KSH	$14.7M
4	SEAMOUNT FINANCIAL GROUP INC	Shares	48.6KSH	$4.5M
5	ADAMSBROWN WEALTH CONSULTANTS LLC	Shares	47.9KSH	$4.5M
6	Financial & Tax Architects, LLC	Shares	43.8KSH	$4.1M
7	Stokes Capital Advisors, LLC	Shares	38.3KSH	$3.6M
8	Friedenthal Financial	Shares	31.7KSH	$3.0M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	21.9KSH	$2.0M
10	Merit Financial Group, LLC	Shares	19.8KSH	$1.9M
11	RFG Advisory, LLC	Shares	18.8KSH	$1.8M
12	EVOLUTION WEALTH MANAGEMENT INC.	Shares	16.7KSH	$1.6M
13	Bellecapital International Ltd.	Shares	16.0KSH	$1.5M
14	Financial Partners Group, Inc	Shares	15.8KSH	$1.5M
15	MILESTONE ASSET MANAGEMENT, LLC	Shares	15.2KSH	$1.4M
16	IFP Advisors, Inc	Shares	12.6KSH	$1.2M
17	HOWARD WEALTH MANAGEMENT, LLC	Shares	10.2KSH	$955.5K
18	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	9.8KSH	$920.6K
19	RAINEY & RANDALL WEALTH ADVISORS INC.	Shares	9.2KSH	$858.6K
20	TrustWell Financial Advisors, LLC	Shares	8.8KSH	$826.4K
21	INDEPENDENT FINANCIAL GROUP, LLC	Shares	8.6KSH	$800.3K
22	Red Mountain Financial, LLC	Shares	8.1KSH	$752.8K
23	Milestones Private Investment Advisors LLC	Shares	7.9KSH	$736.4K
24	Security Financial Services, INC.	Shares	7.3KSH	$678.0K
25	DAVENPORT & Co LLC	Shares	6.7KSH	$626.5K
26	Gilman Hill Asset Management, LLC	Shares	6.5KSH	$607.9K
27	BAM Wealth Management, LLC	Shares	6.3KSH	$587.7K
28	NORTH DALLAS BANK & TRUST CO	Shares	6.1KSH	$572.2K
29	Financial Synergies Wealth Advisors, Inc.	Shares	6.1KSH	$571.5K
30	Opus Financial Solutions LLC	Shares	5.3KSH	$491.7K
31	Hoxton Planning & Management, LLC	Shares	5.2KSH	$487.5K
32	BURNS J W & CO INC/NY	Shares	4.9KSH	$455.9K
33	Valeo Financial Advisors, LLC	Shares	4.7KSH	$443.9K
34	TCFG Investment Advisors, LLC	Shares	4.3KSH	$404.8K
35	PFG Advisors	Shares	3.7KSH	$342.8K
36	Farther Finance Advisors, LLC	Shares	2.8KSH	$262.2K
37	Tempus Wealth Planning, LLC	Shares	2.4KSH	$222.7K
38	AdvisorNet Financial, Inc	Shares	1.9KSH	$181.1K
39	CoreCap Advisors, LLC	Shares	1.6KSH	$148.1K
40	Key FInancial Inc	Shares	1.5KSH	$136.3K
41	Wagner Wealth Management, LLC	Shares	1.2KSH	$115.9K
42	Capital Investment Advisory Services, LLC	Shares	1.2KSH	$108.5K
43	Trust Co	Shares	1.1KSH	$105.9K
44	LANARK FINANCIAL, INC.	Shares	649SH	$60.7K
45	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	643SH	$59.8K
46	Financial Management Professionals, Inc.	Shares	632SH	$59.1K
47	EverSource Wealth Advisors, LLC	Shares	524SH	$49.0K
48	Dogwood Wealth Management LLC	Shares	490SH	$45.8K
49	Investment Research & Advisory Group, Inc.	Shares	429SH	$40.1K
50	Pacifica Partners Inc.	Shares	201SH	$18.6K

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

50 / 65 loaded

#		Instrument
1	RMR Wealth Builders added	Shares	+23.0K	+$2.2M	$21.3M
2	ADAMSBROWN WEALTH CONSULTANTS LLC added	Shares	+21.7K	+$2.0M	$4.5M
3	RFG Advisory, LLC added	Shares	+9.1K	+$851.2K	$1.8M
4	TrustWell Financial Advisors, LLC new	Shares	+8.8K	+$826.4K	$826.4K
5	Red Mountain Financial, LLC new	Shares	+8.1K	+$752.8K	$752.8K
6	Financial & Tax Architects, LLC added	Shares	+4.3K	+$409.8K	$4.1M
7	Tempus Wealth Planning, LLC new	Shares	+2.4K	+$222.7K	$222.7K
8	Friedenthal Financial added	Shares	+2.2K	+$213.5K	$3.0M
9	EVOLUTION WEALTH MANAGEMENT INC. added	Shares	+1.9K	+$180.5K	$1.6M
10	SEAMOUNT FINANCIAL GROUP INC added	Shares	+1.6K	+$159.4K	$4.5M
11	IFP Advisors, Inc added	Shares	+1.3K	+$125.0K	$1.2M
12	TCFG Investment Advisors, LLC added	Shares	+1.3K	+$123.2K	$404.8K
13	MILESTONE ASSET MANAGEMENT, LLC added	Shares	+1.2K	+$116.8K	$1.4M
14	Trust Co new	Shares	+1.1K	+$105.9K	$105.9K
15	Financial Synergies Wealth Advisors, Inc. added	Shares	+827	+$78.6K	$571.5K
16	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+778	+$75.0K	$920.6K
17	CoreCap Advisors, LLC added	Shares	+706	+$66.2K	$148.1K
18	Opus Financial Solutions LLC added	Shares	+641	+$61.1K	$491.7K
19	Milestones Private Investment Advisors LLC added	Shares	+453	+$44.2K	$736.4K
20	PFG Advisors added	Shares	+441	+$42.0K	$342.8K
21	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+384	+$38.0K	$800.3K
22	Stokes Capital Advisors, LLC added	Shares	+288	+$36.4K	$3.6M
23	HOWARD WEALTH MANAGEMENT, LLC added	Shares	+340	+$34.3K	$955.5K
24	Gilman Hill Asset Management, LLC added	Shares	+250	+$24.9K	$607.9K
25	BURNS J W & CO INC/NY added	Shares	+185	+$18.5K	$455.9K
26	Cape Investment Advisory, Inc. new	Shares	+193	+$18.0K	$18.0K
27	DAVENPORT & Co LLC added	Shares	+156	+$16.2K	$626.5K
28	BAM Wealth Management, LLC added	Shares	+119	+$12.7K	$587.7K
29	RAINEY & RANDALL WEALTH ADVISORS INC. added	Shares	+89	+$10.6K	$858.6K
30	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+97	+$9.1K	$59.8K
31	Dogwood Wealth Management LLC added	Shares	+81	+$7.7K	$45.8K
32	Bellecapital International Ltd. unchanged	Shares	0	+$4.0K	$1.5M
33	Financial Partners Group, Inc unchanged	Shares	0	+$4.0K	$1.5M
34	Networth Advisors, LLC added	Shares	+20	+$1.9K	$10.9K
35	Valeo Financial Advisors, LLC unchanged	Shares	0	+$1.2K	$443.9K
36	Hoxton Planning & Management, LLC trimmed	Shares	-8	+$557	$487.5K
37	Key FInancial Inc unchanged	Shares	0	+$365	$136.3K
38	Pacifica Partners Inc. added	Shares	+3	+$222	$18.6K
39	LANARK FINANCIAL, INC. unchanged	Shares	0	+$162	$60.7K
40	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$131	$49.0K
41	Investment Research & Advisory Group, Inc. unchanged	Shares	0	+$107	$40.1K
42	Capital Investment Advisory Services, LLC trimmed	Shares	-2	+$103	$108.5K
43	SIGNATUREFD, LLC added	Shares	+1	+$58	$2.9K
44	West Financial Advisors, LLC unchanged	Shares	0	+$40	$15.0K
45	Bank of New Hampshire unchanged	Shares	0	+$24	$9.3K
46	ELEVATION WEALTH PARTNERS, LLC unchanged	Shares	0	+$14	$5.1K
47	WEBSTER BANK, N. A. unchanged	Shares	0	+$14	$5.1K
48	Blue Trust, Inc. unchanged	Shares	0	+$12	$4.3K
49	Aspen Investment Management Inc added	Shares	+37	+$10	$2.6K
50	Register Financial Advisors LLC unchanged	Shares	0	+$7	$2.5K

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