Filing Research | PIMCO ETF TR Institutional Holdings

Snapshot holdings

50 / 241 loaded

#		Instrument	quantity
1	Gainplan LLC	Shares	451.2KSH	$45.5M
2	Merit Financial Group, LLC	Shares	302.7KSH	$30.5M
3	Waterway Wealth Management, LLC	Shares	247.6KSH	$25.0M
4	KWMG, LLC	Shares	209.5KSH	$21.1M
5	Cornerstone Wealth Management, LLC	Shares	198.9KSH	$20.0M
6	NOVEM GROUP	Shares	176.3KSH	$17.8M
7	Williams Financial, LLC	Shares	168.9KSH	$17.0M
8	First Heartland Consultants, Inc.	Shares	163.2KSH	$16.5M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	163.0KSH	$16.4M
10	Brookstone Capital Management	Shares	151.8KSH	$15.3M
11	Roof Eidam Maycock Peralta, LLC	Shares	149.6KSH	$15.1M
12	Cottage Street Advisors LLC	Shares	146.6KSH	$14.8M
13	NAPLES GLOBAL ADVISORS, LLC	Shares	137.3KSH	$13.8M
14	MinichMacGregor Wealth Management, LLC	Shares	133.5KSH	$13.5M
15	Stokes Capital Advisors, LLC	Shares	128.6KSH	$13.0M
16	Atlantic Edge Private Wealth Management, LLC	Shares	122.3KSH	$12.3M
17	Capital Investment Advisory Services, LLC	Shares	121.5KSH	$12.3M
18	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	107.4KSH	$10.8M
19	Hutchens & Kramer Investment Management Group, LLC	Shares	107.0KSH	$10.8M
20	NavPoint Financial, Inc.	Shares	106.2KSH	$10.7M
21	AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP	Shares	100.7KSH	$10.1M
22	Dynamic Advisor Solutions LLC	Shares	97.9KSH	$9.9M
23	Alexis Investment Partners, LLC	Shares	96.1KSH	$9.7M
24	Koenig Investment Advisory, LLC	Shares	95.3KSH	$9.6M
25	Aprio Wealth Management, LLC	Shares	91.7KSH	$9.2M
26	IFP Advisors, Inc	Shares	88.7KSH	$8.9M
27	YHB Investment Advisors, Inc.	Shares	82.2KSH	$8.3M
28	WestHill Financial Advisors, Inc.	Shares	82.0KSH	$8.3M
29	HOWLAND CAPITAL MANAGEMENT LLC	Shares	80.4KSH	$8.1M
30	Spectrum Planning & Advisory Services Inc.	Shares	76.6KSH	$7.7M
31	MAIMON WEALTH MANAGEMENT LTD.	Shares	69.2KSH	$7.0M
32	Planned Solutions, Inc.	Shares	67.8KSH	$6.8M
33	INDEPENDENT FINANCIAL GROUP, LLC	Shares	67.1KSH	$6.8M
34	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	67.1KSH	$6.8M
35	Farther Finance Advisors, LLC	Shares	64.0KSH	$6.4M
36	Procyon Advisors, LLC	Shares	63.5KSH	$6.4M
37	PFW Advisors LLC	Shares	62.2KSH	$6.3M
38	SENTINEL PENSION ADVISORS, LLC	Shares	60.3KSH	$6.1M
39	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	59.0KSH	$5.9M
40	Capital Advisors Wealth Management, LLC	Shares	57.7KSH	$5.8M
41	Uncommon Cents Investing LLC	Shares	57.6KSH	$5.8M
42	Smith Thornton Advisors LLC	Shares	56.2KSH	$5.6M
43	Stone Wealth Partners	Shares	55.8KSH	$5.6M
44	Aegis Wealth Management, Inc.	Shares	55.0KSH	$5.5M
45	Capital Management Associates, Inc	Shares	52.5KSH	$5.3M
46	VIMA LLC	Shares	50.0KSH	$5.0M
47	Oxinas Partners, LLC	Shares	48.8KSH	$4.9M
48	ADVOCATE GROUP LLC	Shares	48.4KSH	$4.9M
49	WINCAP FINANCIAL LLC	Shares	48.1KSH	$4.8M
50	City Center Advisors, LLC	Shares	47.6KSH	$4.8M

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

50 / 256 loaded

#		Instrument
1	Merit Financial Group, LLC added	Shares	+250.3K	+$25.2M	$30.5M
2	Waterway Wealth Management, LLC new	Shares	+247.6K	+$25.0M	$25.0M
3	Hutchens & Kramer Investment Management Group, LLC added	Shares	+82.0K	+$8.3M	$10.8M
4	Capital Investment Advisory Services, LLC added	Shares	+28.2K	+$2.9M	$12.3M
5	Mattern Wealth Management LLC added	Shares	+27.6K	+$2.8M	$3.5M
6	Wagner Wealth Management, LLC added	Shares	+25.6K	+$2.6M	$2.6M
7	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+22.7K	+$2.3M	$4.4M
8	Mid-American Wealth Advisory Group, Inc. added	Shares	+20.8K	+$2.1M	$2.9M
9	Spectrum Planning & Advisory Services Inc. added	Shares	+17.5K	+$1.8M	$7.7M
10	NAPLES GLOBAL ADVISORS, LLC added	Shares	+17.1K	+$1.8M	$13.8M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+17.0K	+$1.7M	$16.4M
12	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+16.9K	+$1.7M	$6.8M
13	VISTA INVESTMENT PARTNERS II, LLC new	Shares	+16.9K	+$1.7M	$1.7M
14	RFG Advisory, LLC added	Shares	+16.5K	+$1.7M	$4.1M
15	Cornerstone Wealth Management, LLC added	Shares	+14.7K	+$1.5M	$20.0M
16	Cottage Street Advisors LLC added	Shares	+14.2K	+$1.5M	$14.8M
17	HALBERT HARGROVE GLOBAL ADVISORS, LLC added	Shares	+13.6K	+$1.4M	$5.9M
18	Wealth Alliance Advisory Group, LLC added	Shares	+12.5K	+$1.3M	$1.7M
19	Williams Financial, LLC added	Shares	+11.2K	+$1.2M	$17.0M
20	Alexis Investment Partners, LLC added	Shares	+11.1K	+$1.1M	$9.7M
21	KWMG, LLC added	Shares	+10.6K	+$1.1M	$21.1M
22	Farther Finance Advisors, LLC added	Shares	+10.5K	+$1.1M	$6.4M
23	WINCAP FINANCIAL LLC added	Shares	+10.0K	+$1.0M	$4.8M
24	MinichMacGregor Wealth Management, LLC added	Shares	+8.9K	+$930.7K	$13.5M
25	Cooper Financial Group new	Shares	+8.5K	+$858.3K	$858.3K
26	Dynamic Advisor Solutions LLC added	Shares	+7.6K	+$786.9K	$9.9M
27	Crown Wealth Group, LLC added	Shares	+7.3K	+$734.5K	$1.5M
28	Oxinas Partners, LLC added	Shares	+7.0K	+$717.1K	$4.9M
29	Opus Financial Solutions LLC added	Shares	+6.8K	+$690.3K	$1.6M
30	SeaCrest Wealth Management, LLC added	Shares	+6.7K	+$678.6K	$2.0M
31	J.W. COLE ADVISORS, INC. added	Shares	+6.4K	+$654.6K	$2.9M
32	Rockwood Wealth Management, LLC new	Shares	+6.2K	+$626.0K	$626.0K
33	Spinnaker Investment Group, LLC added	Shares	+6.0K	+$607.0K	$1.2M
34	IFP Advisors, Inc added	Shares	+5.7K	+$596.3K	$8.9M
35	SENTINEL PENSION ADVISORS, LLC added	Shares	+5.9K	+$592.6K	$6.1M
36	BENJAMIN EDWARDS INC added	Shares	+5.8K	+$584.3K	$2.1M
37	ACCESS FINANCIAL SERVICES, INC. added	Shares	+5.6K	+$566.9K	$838.1K
38	SFG Wealth Management, LLC. added	Shares	+5.0K	+$512.9K	$4.3M
39	Uptown Financial Advisors LLC new	Shares	+5.0K	+$499.7K	$499.7K
40	John W. Brooker & Co., CPAs added	Shares	+4.9K	+$493.4K	$1.7M
41	GREATMARK INVESTMENT PARTNERS, INC. added	Shares	+4.8K	+$484.7K	$827.6K
42	Stone Wealth Partners added	Shares	+4.5K	+$469.4K	$5.6M
43	Koenig Investment Advisory, LLC added	Shares	+4.3K	+$450.5K	$9.6M
44	Smith Thornton Advisors LLC added	Shares	+4.4K	+$442.8K	$5.6M
45	Sachetta, LLC added	Shares	+4.2K	+$432.7K	$4.0M
46	Capital Advisors Wealth Management, LLC added	Shares	+4.0K	+$413.2K	$5.8M
47	MISSION WEALTH MANAGEMENT, LP new	Shares	+4.1K	+$413.1K	$413.1K
48	SURIENCE PRIVATE WEALTH LLC added	Shares	+4.0K	+$412.8K	$3.5M
49	PRIVATE CLIENT SERVICES, LLC added	Shares	+4.0K	+$401.7K	$832.4K
50	True North Advisors, LLC new	Shares	+4.0K	+$400.9K	$400.9K

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