Filing Research | PIMCO ETF TR Institutional Holdings

Snapshot holdings

50 / 165 loaded

#		Instrument	quantity
1	TECTONIC ADVISORS LLC	Shares	1.7MSH	$154.0M
2	FSM Wealth Advisors, LLC	Shares	583.0KSH	$53.8M
3	RFG Advisory, LLC	Shares	455.9KSH	$42.0M
4	Hudson Capital Management LLC	Shares	442.8KSH	$40.8M
5	Cooper Financial Group	Shares	433.1KSH	$39.9M
6	ECLECTIC ASSOCIATES INC /ADV	Shares	410.4KSH	$37.8M
7	O'Connor Financial Group LLC	Shares	331.9KSH	$30.6M
8	Legacy Private Trust Co.	Shares	330.5KSH	$30.5M
9	Goldstein Advisors, LLC	Shares	316.9KSH	$29.2M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	318.7KSH	$29.1M
11	Cornerstone Wealth Management, LLC	Shares	309.3KSH	$28.5M
12	Southland Equity Partners LLC	Shares	270.3KSH	$24.9M
13	NOVEM GROUP	Shares	245.6KSH	$22.6M
14	EXCHANGE TRADED CONCEPTS, LLC	Shares	226.8KSH	$20.9M
15	Lynch Investment Planning, LLC	Shares	211.0KSH	$19.5M
16	AdvisorNet Financial, Inc	Shares	206.9KSH	$19.1M
17	Ocean Park Asset Management, LLC	Shares	204.1KSH	$18.8M
18	Envestnet Portfolio Solutions, Inc.	Shares	179.8KSH	$16.6M
19	McGrath & Associates, Inc.	Shares	176.0KSH	$16.2M
20	Bouvel Investment Partners, LLC	Shares	163.3KSH	$15.1M
21	KWMG, LLC	Shares	157.1KSH	$14.5M
22	ACIMA PRIVATE WEALTH, LLC	Shares	148.4KSH	$13.7M
23	MBM WEALTH CONSULTANTS, LLC	Shares	140.4KSH	$12.9M
24	Vavra Capital Management, LLC	Shares	140.3KSH	$12.9M
25	D.A. DAVIDSON & CO.	Shares	135.6KSH	$12.5M
26	Affiance Financial, LLC	Shares	126.9KSH	$11.7M
27	Hutchens & Kramer Investment Management Group, LLC	Shares	125.3KSH	$11.5M
28	STEPH & CO	Shares	122.0KSH	$11.2M
29	MRA Advisory Group	Shares	119.8KSH	$11.0M
30	SimpliFi, Inc.	Shares	107.9KSH	$9.9M
31	Wealth Alliance Advisory Group, LLC	Shares	99.8KSH	$9.2M
32	Farther Finance Advisors, LLC	Shares	99.7KSH	$9.2M
33	BCS Wealth Management	Shares	85.9KSH	$7.9M
34	Security Financial Services, INC.	Shares	80.9KSH	$7.5M
35	B. Riley Wealth Advisors, Inc.	Shares	79.5KSH	$7.4M
36	Darwin Wealth Management, LLC	Shares	78.3KSH	$7.2M
37	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	74.1KSH	$6.8M
38	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	71.2KSH	$6.6M
39	BAM Wealth Management, LLC	Shares	70.7KSH	$6.5M
40	Redhawk Wealth Advisors, Inc.	Shares	70.6KSH	$6.5M
41	Pacifica Partners Inc.	Shares	66.8KSH	$6.1M
42	Selby Wealth Management, LLC	Shares	64.0KSH	$5.9M
43	DAVENPORT & Co LLC	Shares	63.8KSH	$5.9M
44	MAIMON WEALTH MANAGEMENT LTD.	Shares	60.7KSH	$5.6M
45	SECURED RETIREMENT ADVISORS, LLC	Shares	57.4KSH	$5.3M
46	Taylor & Morgan Wealth Management, LLC	Shares	56.6KSH	$5.2M
47	Colonial River Investments, LLC	Shares	54.5KSH	$5.0M
48	FINANCIAL DISCOVERY GROUP INC	Shares	54.1KSH	$5.0M
49	FIRST HAWAIIAN BANK	Shares	42.0KSH	$3.9M
50	TITLEIST ASSET MANAGEMENT, LLC	Shares	40.1KSH	$3.7M

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

50 / 177 loaded

#		Instrument
1	RFG Advisory, LLC added	Shares	+172.9K	+$15.9M	$42.0M
2	MBM WEALTH CONSULTANTS, LLC new	Shares	+140.4K	+$12.9M	$12.9M
3	O'Connor Financial Group LLC added	Shares	+96.0K	+$8.8M	$30.6M
4	ECLECTIC ASSOCIATES INC /ADV added	Shares	+63.5K	+$5.8M	$37.8M
5	Colonial River Investments, LLC new	Shares	+54.5K	+$5.0M	$5.0M
6	AdvisorNet Financial, Inc added	Shares	+45.8K	+$4.2M	$19.1M
7	TECTONIC ADVISORS LLC added	Shares	+46.7K	+$4.2M	$154.0M
8	FSM Wealth Advisors, LLC added	Shares	+45.1K	+$4.1M	$53.8M
9	Cooper Financial Group added	Shares	+36.7K	+$3.4M	$39.9M
10	Legacy Private Trust Co. added	Shares	+36.5K	+$3.3M	$30.5M
11	Goldstein Advisors, LLC added	Shares	+35.4K	+$3.2M	$29.2M
12	Avondale Wealth Management added	Shares	+31.2K	+$2.9M	$3.5M
13	Centerline Wealth Advisors, LLC new	Shares	+30.1K	+$2.8M	$2.8M
14	Affiance Financial, LLC added	Shares	+29.6K	+$2.7M	$11.7M
15	Cornerstone Wealth Management, LLC added	Shares	+27.4K	+$2.5M	$28.5M
16	Plancorp, LLC new	Shares	+18.9K	+$1.7M	$1.7M
17	Lynch Investment Planning, LLC added	Shares	+18.7K	+$1.7M	$19.5M
18	Envestnet Portfolio Solutions, Inc. added	Shares	+18.1K	+$1.7M	$16.6M
19	Wealth Alliance Advisory Group, LLC added	Shares	+17.9K	+$1.6M	$9.2M
20	D.A. DAVIDSON & CO. added	Shares	+17.9K	+$1.6M	$12.5M
21	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+16.5K	+$1.5M	$20.9M
22	McGrath & Associates, Inc. added	Shares	+16.3K	+$1.5M	$16.2M
23	Hudson Capital Management LLC added	Shares	+14.2K	+$1.3M	$40.8M
24	Farther Finance Advisors, LLC added	Shares	+11.8K	+$1.1M	$9.2M
25	MAIMON WEALTH MANAGEMENT LTD. added	Shares	+11.8K	+$1.1M	$5.6M
26	NOVEM GROUP added	Shares	+11.6K	+$1.1M	$22.6M
27	Redhawk Wealth Advisors, Inc. added	Shares	+10.8K	+$996.3K	$6.5M
28	Opus Financial Solutions LLC added	Shares	+10.7K	+$990.5K	$1.3M
29	BCS Wealth Management added	Shares	+8.9K	+$818.1K	$7.9M
30	KWMG, LLC added	Shares	+7.6K	+$692.7K	$14.5M
31	Capital Management Associates, Inc new	Shares	+7.4K	+$686.4K	$686.4K
32	STEPH & CO added	Shares	+7.2K	+$660.3K	$11.2M
33	Taylor & Morgan Wealth Management, LLC added	Shares	+7.0K	+$646.6K	$5.2M
34	Apollon Financial, LLC added	Shares	+6.6K	+$603.3K	$2.2M
35	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+9.4K	+$565.4K	$29.1M
36	B. Riley Wealth Advisors, Inc. added	Shares	+5.5K	+$548.2K	$7.4M
37	ACIMA PRIVATE WEALTH, LLC added	Shares	+6.0K	+$544.7K	$13.7M
38	Selby Wealth Management, LLC added	Shares	+5.5K	+$504.7K	$5.9M
39	Wealthcare Advisory Partners LLC added	Shares	+4.8K	+$442.1K	$2.4M
40	Hobart Private Capital, LLC new	Shares	+4.7K	+$429.6K	$429.6K
41	PFG Advisors added	Shares	+4.6K	+$417.6K	$3.5M
42	Prospera Financial Services Inc new	Shares	+4.5K	+$415.2K	$415.2K
43	Fortitude Advisory Group L.L.C. added	Shares	+4.1K	+$381.7K	$760.9K
44	Darwin Wealth Management, LLC added	Shares	+4.1K	+$373.2K	$7.2M
45	FIRST HAWAIIAN BANK added	Shares	+3.8K	+$351.8K	$3.9M
46	Baker Ellis Asset Management LLC new	Shares	+3.6K	+$332.0K	$332.0K
47	BAM Wealth Management, LLC added	Shares	+3.5K	+$318.3K	$6.5M
48	MRA Advisory Group added	Shares	+3.4K	+$302.8K	$11.0M
49	Cyndeo Wealth Partners, LLC added	Shares	+2.9K	+$270.4K	$1.7M
50	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+2.7K	+$241.9K	$6.8M

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