Vault-13

PIMCO ETF TR MINO

MUNI INCOME OPP · ETP · CUSIP 72201R635

93 institutional holders +7 vs Q4 2024
4,393,9314.4m shares reported held*
$196.7mreported value*
17 new 50 added 14 reduced 8 sold out net bought ≈ $36.8m (+825.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($915.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $44.77.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 22Q4 22: 24Q1 23: 30Q2 23: 33Q3 23: 36Q4 23: 43Q1 24: 55Q2 24: 62Q3 24: 70Q4 24: 86Q1 25: 9393Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202222
Q4 202224
Q1 202330
Q2 202333
Q3 202336
Q4 202343
Q1 202455
Q2 202462
Q3 202470
Q4 202486
Q1 202593

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 23: 24 bought or addedQ2 23: 11 cut or sold outQ3 23: 27 bought or addedQ3 23: 12 cut or sold outQ3 23Q4 23: 34 bought or addedQ4 23: 9 cut or sold outQ1 24: 40 bought or addedQ1 24: 15 cut or sold outQ1 24Q2 24: 45 bought or addedQ2 24: 14 cut or sold outQ3 24: 49 bought or addedQ3 24: 20 cut or sold outQ3 24Q4 24: 53 bought or addedQ4 24: 22 cut or sold outQ1 25: 67 bought or addedQ1 25: 22 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20232411
Q3 20232712
Q4 2023349
Q1 20244015
Q2 20244514
Q3 20244920
Q4 20245322
Q1 20256722

Biggest buyers

JPMORGAN CHASE & CO New +103,581+103.6k
Private Advisor Group, LLC Added +84,376+84.4k
TRUIST FINANCIAL CORP Added +84,301+84.3k
NorthCoast Asset Management LLC Added +81,892+81.9k
JANE STREET GROUP, LLC Added +62,356+62.4k
LPL Financial LLC Added +61,715+61.7k
COMMONWEALTH EQUITY SERVICES, LLC Added +60,307+60.3k
ENVESTNET ASSET MANAGEMENT INC Added +55,832+55.8k
Waterway Wealth Management, LLC Added +50,567+50.6k
Vestmark Advisory Solutions, Inc. New +48,278+48.3k

Biggest sellers

Bridgewealth Advisory Group, LLC Reduced -74,558-74.6k
WealthPLAN Partners, LLC Reduced -63,765-63.8k
Independent Advisor Alliance Sold out -49,333-49.3k
CarsonAllaria Wealth Management, Ltd. Reduced -46,965-47.0k
SFG Wealth Management, LLC. Sold out -22,957-23.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -12,058-12.1k
Econ Financial Services Corp Reduced -11,390-11.4k
GPS Wealth Strategies Group, LLC Reduced -9,182-9.2k
Kestra Advisory Services, LLC Reduced -5,073-5.1k
Orion Porfolio Solutions, LLC Reduced -4,637-4.6k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CWM, LLC 0.08% of their portfolio OMAHA, NE 425,983426.0k $19.1m $19.1m 0.08% Added +14.6k +14,639
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 362,866362.9k $16.2m $16.2m 0.01% Added +61.7k +61,715
3 Waterway Wealth Management, LLC 5.21% of their portfolio THE WOODLANDS, TX 279,280279.3k $12.5m $12.5m 5.21% Added +50.6k +50,567
4 Private Advisor Group, LLC 0.06% of their portfolio MORRISTOWN, NJ 216,066216.1k $9.7m $9.7m 0.06% Added +84.4k +84,376
5 NorthCoast Asset Management LLC 0.04% of their portfolio STAMFORD, CT 199,950199.9k $8.9m $8.9m 0.04% Added +81.9k +81,892
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 178,670178.7k $8.0m $8.0m 0.00% Added +55.8k +55,832
7 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 164,208164.2k $7.3m $7.3m 0.01% Added +84.3k +84,301
8 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 157,868157.9k $7.1m $7.1m 0.02% Added +40.1k +40,092
9 Clarity Asset Management, Inc. 4.36% of their portfolio AMES, IA 151,271151.3k $6.8m $6.8m 4.36% Added +2.7k +2,705
10 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 141,353141.4k $6.3m $6.3m 0.01% Added +62.4k +62,356
11 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 135,517135.5k $6.1m $6.1m 0.04% Added +13.2k +13,232
12 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 115,471115.5k $5.2m $5.2m 0.01% Added +31.4k +31,415
13 Paulson Wealth Management Inc. 1.45% of their portfolio West Palm Beach, FL 115,183115.2k $5.2m $5.2m 1.45% Added +194 +194
14 CarsonAllaria Wealth Management, Ltd. 2.86% of their portfolio GLEN CARBON, IL 110,315110.3k $4.9m $4.9m 2.86% Reduced -47.0k -46,965
15 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 103,581103.6k $4.6m $4.6m 0.00% New
16 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 102,827102.8k $4.6m $4.6m 0.02% Reduced -3.7k -3,744
17 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 85,99686.0k $3.8m $3.8m 0.01% Added +60.3k +60,307
18 BCS Wealth Management 0.96% of their portfolio JOHNSON CITY, TN 83,51483.5k $3.7m $3.7m 0.96% Added +1.1k +1,060
19 Orion Portfolio Solutions, LLC 0.02% of their portfolio Omaha, NE 80,83380.8k $3.6m $3.6m 0.02% Added +38.1k +38,098
20 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 60,17360.2k $2.7m $2.7m 0.02% Added +3.4k +3,438
21 Visionary Wealth Advisors 0.15% of their portfolio O'FALLON, IL 56,52956.5k $2.5m $2.5m 0.15% Added +1.8k +1,796
22 Lokken Investment Group LLC 0.95% of their portfolio LEWES, DE 50,39950.4k $2.3m $2.3m 0.95% Added +2.0k +1,967
23 Econ Financial Services Corp 1.18% of their portfolio HARRISBURG, PA 49,42749.4k $2.2m $2.2m 1.18% Reduced -11.4k -11,390
24 Vestmark Advisory Solutions, Inc. 0.06% of their portfolio Wakefield, MA 48,27848.3k $2.2m $2.2m 0.06% New
25 StoneX Group Inc. 0.11% of their portfolio NEW YORK, NY 46,10946.1k $2.1m $2.1m 0.11% Added +2.1k +2,084
26 PAX Financial Group, LLC 0.36% of their portfolio SAN ANTONIO, TX 45,51845.5k $2.0m $2.0m 0.36% Added +2.8k +2,793
27 Quadcap Wealth Management, LLC 0.29% of their portfolio Frisco, TX 44,27744.3k $2.0m $2.0m 0.29% Added +9.6k +9,645
28 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 44,11444.1k $2.0m $2.0m 0.00% Added +22.8k +22,751
29 Laurel Wealth Planning LLC 1.14% of their portfolio EDINA, MN 38,47238.5k $1.7m $1.7m 1.14% Added +8.9k +8,854
30 Orion Porfolio Solutions, LLC 0.02% of their portfolio OMAHA, NE 38,09838.1k $1.7m $1.7m 0.02% Reduced -4.6k -4,637
31 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 36,85736.9k $1.6m $1.6m 0.00% Added +5.4k +5,416
32 Hedeker Wealth, LLC 0.44% of their portfolio Lincolnshire, IL 36,66236.7k $1.6m $1.6m 0.44% Added +884 +884
33 Sprinkle Financial Consultants LLC 0.98% of their portfolio LITTLETON, CO 34,49434.5k $1.5m $1.5m 0.98% New
34 Able Wealth Management LLC 0.65% of their portfolio Toms River, NJ 24,62724.6k $1.1m $1.1m 0.65% Added +7.9k +7,867
35 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 23,85223.9k $1.1m $1.1m 0.03% Added +3.1k +3,075
36 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 23,82223.8k $1.1m $1.1m 0.01% Reduced -321 -321
37 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 22,87822.9k $1.0m $1.0m 0.00% Added +21.5k +21,505
38 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 22,85122.9k $1.0m $1.0m 0.00% New
39 Summit Investment Advisory Services, LLC 0.47% of their portfolio ROSEVILLE, MN 21,27921.3k $951.8k $951.8k 0.47% Added +4.2k +4,172
40 Destiny Wealth Partners, LLC 0.14% of their portfolio TAVARES, FL 20,41720.4k $913.3k $913.3k 0.14% Reduced -40 -40
41 VIAWEALTH, LLC 0.56% of their portfolio Leawood, KS 20,33820.3k $909.7k $909.7k 0.56% New
42 FLOW TRADERS U.S. LLC 0.04% of their portfolio NEW YORK, NY 20,20420.2k $904.0k $904.0k 0.04% Added +15.7k +15,684
43 Bridgewealth Advisory Group, LLC 1.18% of their portfolio Fresno, CA 20,15120.2k $901.4k $901.4k 1.18% Reduced -74.6k -74,558
44 Landmark Wealth Management, LLC 0.39% of their portfolio MELVILLE, NY 19,91819.9k $891.0k $891.0k 0.39% Added +1.1k +1,086
45 Advisor Resource Council 0.06% of their portfolio DALLAS, TX 18,09918.1k $712.3k $712.3k 0.06% New
46 Trademark Financial Management, LLC 0.59% of their portfolio Bloomington, MN 17,30717.3k $774.1k $774.1k 0.59% Reduced -191 -191
47 Beckerman Institutional, LLC 0.55% of their portfolio OCEAN GROVE, NJ 16,98717.0k $760.0k $760.0k 0.55% Added +3.9k +3,914
48 Premier Path Wealth Partners, LLC 0.11% of their portfolio MADISON, NJ 15,61915.6k $698.6k $698.6k 0.11% Added +231 +231
49 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 14,94114.9k $668.3k $668.3k 0.01% Added +9.4k +9,374
50 Sterling Investment Advisors, Ltd. 0.16% of their portfolio BERWYN, PA 14,61014.6k $653.5k $653.5k 0.16% Added +3.1k +3,085
51 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 14,33214.3k $641.1k $641.1k 0.01% Added +612 +612
52 WealthShield Partners, LLC 0.08% of their portfolio CARY, NC 13,67913.7k $611.9k $611.9k 0.08% Added +58 +58
53 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 12,48112.5k $559.8k $559.8k 0.01% Added +6.8k +6,759
54 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 12,06212.1k $540.0k $540.0k 0.00% Added +7.6k +7,599
55 WETZEL INVESTMENT ADVISORS, INC. 0.27% of their portfolio INDIANAPOLIS, IN 12,00012.0k $536.8k $536.8k 0.27% Unchanged
56 DAHRING | CUSMANO LLC 0.42% of their portfolio NOVI, MI 10,79610.8k $482.9k $482.9k 0.42% Added +4.3k +4,295
57 Crossmark Global Holdings, Inc. 0.01% of their portfolio HOUSTON, TX 10,31110.3k $461.7k $461.7k 0.01% New
58 Integrity Wealth Solutions LLC 0.23% of their portfolio DENVER, CO 9,6949.7k $433.6k $433.6k 0.23% New
59 SITTNER & NELSON, LLC 0.18% of their portfolio EUGENE, OR 9,6479.6k $431.5k $431.5k 0.18% New
60 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 9,5819.6k $429.0k $429.0k 0.00% Added +3.5k +3,472
61 SouthState Bank Corp 0.02% of their portfolio Winter Haven, FL 9,1469.1k $409.1k $409.1k 0.02% New
62 Barnes Wealth Management Group, Inc 0.26% of their portfolio Bakersfield, CA 8,9458.9k $400.1k $400.1k 0.26% Added +361 +361
63 GPS Wealth Strategies Group, LLC 0.05% of their portfolio CENTENNIAL, CO 8,1078.1k $362.6k $362.6k 0.05% Reduced -9.2k -9,182
64 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 7,7387.7k $346.1k $346.1k 0.00% Added +310 +310
65 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 6,9967.0k $312.9k $312.9k 0.00% Reduced -5.1k -5,073
66 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 6,8336.8k $305.6k $305.6k 0.00% Reduced -2.2k -2,250
67 AVAII WEALTH MANAGEMENT, LLC 0.16% of their portfolio APPLETON, WI 6,7866.8k $303.5k $303.5k 0.16% Added +605 +605
68 Clear Point Advisors Inc. 0.26% of their portfolio MELVILLE, NY 6,3546.4k $284.2k $284.2k 0.26% Added +40 +40
69 Nautilus Advisors LLC 0.23% of their portfolio La Jolla, CA 6,3206.3k $282.7k $282.7k 0.23% Unchanged
70 High Net Worth Advisory Group LLC 0.08% of their portfolio NAPLES, FL 6,0226.0k $269.4k $269.4k 0.08% Unchanged
71 Mallini Complete Financial Planning LLC 0.26% of their portfolio GAINESVILLE, FL 6,0006.0k $268.4k $268.4k 0.26% Unchanged
72 Argent Trust Co 0.01% of their portfolio NASHVILLE, TN 5,7805.8k $258.5k $258.5k 0.01% Unchanged
73 Richard P Slaughter Associates Inc 0.06% of their portfolio AUSTIN, TX 5,7805.8k $258.5k $258.5k 0.06% Unchanged
74 WealthPLAN Partners, LLC 0.03% of their portfolio OMAHA, NE 5,3245.3k $238.1k $238.1k 0.03% Reduced -63.8k -63,765
75 Beacon Financial Advisory LLC 0.07% of their portfolio CLEVELAND, OH 5,0755.1k $227.0k $227.0k 0.07% New
76 Financial Futures Ltd Liability Co. 0.12% of their portfolio BRIELLE, NJ 4,7414.7k $212.1k $212.1k 0.12% New
77 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 3,5973.6k $160.9k $160.9k 0.00% Reduced -78 -78
78 Tanglewood Legacy Advisors, LLC 0.06% of their portfolio HOUSTON, TX 3,0003.0k $134.2k $134.2k 0.06% New
79 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 2,4902.5k $111.4k $111.4k 0.00% Unchanged
80 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,4332.4k $108.8k $108.8k 0.00% Added +1.9k +1,866
81 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 2,3062.3k $103.2k $103.2k 0.01% Added +882 +882
82 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 2,2442.2k $100.4k $100.4k 0.00% Added +2.2k +2,200
83 Semmax Financial Advisors Inc. 0.02% of their portfolio Winston Salem, NC 1,9471.9k $86.1k $86.1k 0.02% New
84 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,5151.5k $67.8k $67.8k 0.01% New
85 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 926926 $41.7k $41.7k 0.00% Unchanged
86 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 546546 $24.4k $24.4k 0.00% Unchanged
87 Allianz Asset Management GmbH 0.00% of their portfolio MUNICH, 2M 416416 $18.6k $18.6k 0.00% Added +20 +20
88 Cape Investment Advisory, Inc. 0.01% of their portfolio MCDONOUGH, GA 300300 $13.4k $13.4k 0.01% New
89 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 5858 $2.6k $2.6k 0.00% Reduced -639 -639
90 Tortoise Investment Management, LLC 0.00% of their portfolio WHITE PLAINS, NY 4040 $1.8k $1.8k 0.00% Unchanged
91 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 11 $75 $75 0.00% Unchanged
92 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $12 $12 0.00% New
93 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged