Vault-13

PIMCO ETF TR MINO

MUNI INCOME OPP · ETP · CUSIP 72201R635

107 institutional holders +14 vs Q1 2025
5,301,8195.3m shares reported held*
$234.8mreported value*
23 new 39 added 32 reduced 10 sold out net bought ≈ $41.6m (+938.2k 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 ($889.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $44.28.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 22Q4 22: 24Q1 23: 30Q2 23: 33Q3 23: 36Q4 23: 43Q1 24: 55Q2 24: 62Q3 24: 70Q4 24: 86Q1 25: 93Q2 25: 107107Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025107

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 27 bought or addedQ3 23: 12 cut or sold outQ4 23: 34 bought or addedQ4 23: 9 cut or sold outQ4 23Q1 24: 40 bought or addedQ1 24: 15 cut or sold outQ2 24: 45 bought or addedQ2 24: 14 cut or sold outQ2 24Q3 24: 49 bought or addedQ3 24: 20 cut or sold outQ4 24: 53 bought or addedQ4 24: 22 cut or sold outQ4 24Q1 25: 67 bought or addedQ1 25: 22 cut or sold outQ2 25: 62 bought or addedQ2 25: 42 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20232712
Q4 2023349
Q1 20244015
Q2 20244514
Q3 20244920
Q4 20245322
Q1 20256722
Q2 20256242

Biggest buyers

GREAT VALLEY ADVISOR GROUP, INC. New +414,729+414.7k
CARY STREET PARTNERS FINANCIAL LLC New +159,580+159.6k
GeoWealth Management, LLC New +143,132+143.1k
Asio Capital, LLC New +133,265+133.3k
Waterway Wealth Management, LLC Added +95,113+95.1k
NorthCoast Asset Management LLC Added +84,798+84.8k
CWM, LLC Added +55,202+55.2k
Mason & Associates, LLC New +46,230+46.2k
ABLE Financial Group, LLC New +44,254+44.3k
TRUIST FINANCIAL CORP Added +42,501+42.5k

Biggest sellers

HighTower Advisors, LLC Reduced -108,315-108.3k
JPMORGAN CHASE & CO Reduced -102,293-102.3k
Private Advisor Group, LLC Reduced -100,913-100.9k
JANE STREET GROUP, LLC Reduced -92,821-92.8k
Clarity Asset Management, Inc. Reduced -62,464-62.5k
Paulson Wealth Management Inc. Reduced -48,677-48.7k
BCS Wealth Management Reduced -30,928-30.9k
Equitable Holdings, Inc. Sold out -23,822-23.8k
StoneX Group Inc. Reduced -23,399-23.4k
Vestmark Advisory Solutions, Inc. Reduced -23,264-23.3k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CWM, LLC 0.08% of their portfolio OMAHA, NE 481,185481.2k $21.3m $21.3m 0.08% Added +55.2k +55,202
2 GREAT VALLEY ADVISOR GROUP, INC. 0.41% of their portfolio WILMINGTON, DE 414,729414.7k $18.3m $18.3m 0.41% New
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 381,976382.0k $16.9m $16.9m 0.01% Added +19.1k +19,110
4 Waterway Wealth Management, LLC 5.01% of their portfolio THE WOODLANDS, TX 374,393374.4k $16.6m $16.6m 5.01% Added +95.1k +95,113
5 NorthCoast Asset Management LLC 0.05% of their portfolio STAMFORD, CT 284,748284.7k $12.6m $12.6m 0.05% Added +84.8k +84,798
6 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 206,709206.7k $9.1m $9.1m 0.01% Added +42.5k +42,501
7 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 192,720192.7k $8.5m $8.5m 0.00% Added +14.1k +14,050
8 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 180,325180.3k $8.0m $8.0m 0.01% Added +22.5k +22,457
9 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 173,656173.7k $7.7m $7.7m 0.04% Added +38.1k +38,139
10 CARY STREET PARTNERS FINANCIAL LLC 0.20% of their portfolio RICHMOND, VA 159,580159.6k $7.1m $7.1m 0.20% New
11 CarsonAllaria Wealth Management, Ltd. 3.46% of their portfolio GLEN CARBON, IL 145,888145.9k $6.5m $6.5m 3.46% Added +35.6k +35,573
12 GeoWealth Management, LLC 0.25% of their portfolio CHICAGO, IL 143,132143.1k $6.3m $6.3m 0.25% New
13 Asio Capital, LLC 0.98% of their portfolio LEXINGTON, KY 133,265133.3k $5.9m $5.9m 0.98% New
14 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 115,153115.2k $5.1m $5.1m 0.03% Reduced -100.9k -100,913
15 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 113,448113.4k $5.0m $5.0m 0.01% Added +27.5k +27,452
16 Clarity Asset Management, Inc. 2.34% of their portfolio AMES, IA 88,80788.8k $3.9m $3.9m 2.34% Reduced -62.5k -62,464
17 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 85,45685.5k $3.8m $3.8m 0.01% Reduced -17.4k -17,371
18 Paulson Wealth Management Inc. 0.76% of their portfolio West Palm Beach, FL 66,50666.5k $2.9m $2.9m 0.76% Reduced -48.7k -48,677
19 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 59,79259.8k $2.6m $2.6m 0.01% Reduced -381 -381
20 Visionary Wealth Advisors 0.13% of their portfolio O'FALLON, IL 56,86656.9k $2.5m $2.5m 0.13% Added +337 +337
21 BCS Wealth Management 0.50% of their portfolio JOHNSON CITY, TN 52,58652.6k $2.3m $2.3m 0.50% Reduced -30.9k -30,928
22 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 48,53248.5k $2.1m $2.1m 0.00% Reduced -92.8k -92,821
23 Bridgewealth Advisory Group, LLC 0.54% of their portfolio Fresno, CA 48,52048.5k $2.1m $2.1m 0.54% Added +28.4k +28,369
24 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 48,21548.2k $2.1m $2.1m 0.00% Added +4.1k +4,101
25 Econ Financial Services Corp 1.07% of their portfolio HARRISBURG, PA 46,86746.9k $2.1m $2.1m 1.07% Reduced -2.6k -2,560
26 Quadcap Wealth Management, LLC 0.26% of their portfolio Frisco, TX 46,52746.5k $2.1m $2.1m 0.26% Added +2.2k +2,250
27 Mason & Associates, LLC 0.51% of their portfolio NEWPORT NEWS, VA 46,23046.2k $2.0m $2.0m 0.51% New
28 ABLE Financial Group, LLC 0.47% of their portfolio SCOTTSDALE, AZ 44,25444.3k $2.0m $2.0m 0.47% New
29 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 43,86343.9k $1.9m $1.9m 0.00% Added +21.0k +21,012
30 Sprinkle Financial Consultants LLC 1.08% of their portfolio LITTLETON, CO 39,77539.8k $1.8m $1.8m 1.08% Added +5.3k +5,281
31 Lokken Investment Group LLC 0.67% of their portfolio LEWES, DE 39,15239.2k $1.7m $1.7m 0.67% Reduced -11.2k -11,247
32 Laurel Wealth Planning LLC 0.97% of their portfolio EDINA, MN 38,58938.6k $1.7m $1.7m 0.97% Added +117 +117
33 PAX Financial Group, LLC 0.33% of their portfolio SAN ANTONIO, TX 38,49038.5k $1.7m $1.7m 0.33% Reduced -7.0k -7,028
34 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 37,01737.0k $1.6m $1.6m 0.00% Added +160 +160
35 Hedeker Wealth, LLC 0.36% of their portfolio Lincolnshire, IL 34,99835.0k $1.5m $1.5m 0.36% Reduced -1.7k -1,664
36 VIAWEALTH, LLC 0.90% of their portfolio Leawood, KS 34,24334.2k $1.5m $1.5m 0.90% Added +13.9k +13,905
37 Arrowroot Family Office, LLC 0.66% of their portfolio MARINA DEL REY, CA 33,04333.0k $1.5m $1.5m 0.66% First filing
38 CreativeOne Wealth, LLC 0.04% of their portfolio OVERLAND PARK, KS 32,88132.9k $1.5m $1.5m 0.04% Added +9.0k +9,029
39 Able Wealth Management LLC 0.69% of their portfolio Toms River, NJ 31,15331.2k $1.4m $1.4m 0.69% Added +6.5k +6,526
40 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 30,60030.6k $1.4m $1.4m 0.00% Added +18.5k +18,538
41 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 29,52229.5k $1.3m $1.3m 0.01% Reduced -8.6k -8,576
42 Vestmark Advisory Solutions, Inc. 0.02% of their portfolio Wakefield, MA 25,01425.0k $1.1m $1.1m 0.02% Reduced -23.3k -23,264
43 SITTNER & NELSON, LLC 0.42% of their portfolio EUGENE, OR 23,39323.4k $1.0m $1.0m 0.42% Added +13.7k +13,746
44 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 22,89222.9k $1.0m $1.0m 0.00% New
45 StoneX Group Inc. 0.05% of their portfolio NEW YORK, NY 22,71022.7k $1.0m $1.0m 0.05% Reduced -23.4k -23,399
46 Landmark Wealth Management, LLC 0.42% of their portfolio MELVILLE, NY 22,43722.4k $992.0k $992.0k 0.42% Added +2.5k +2,519
47 Sterling Investment Advisors, Ltd. 0.20% of their portfolio BERWYN, PA 20,35020.4k $900.1k $900.1k 0.20% Added +5.7k +5,740
48 Destiny Wealth Partners, LLC 0.12% of their portfolio TAVARES, FL 19,71819.7k $872.1k $872.1k 0.12% Reduced -699 -699
49 Summit Investment Advisory Services, LLC 0.38% of their portfolio ROSEVILLE, MN 19,70719.7k $871.7k $871.7k 0.38% Reduced -1.6k -1,572
50 Integrity Wealth Solutions LLC 0.42% of their portfolio DENVER, CO 19,48719.5k $861.9k $861.9k 0.42% Added +9.8k +9,793
51 Financial Advocates Investment Management 0.06% of their portfolio OLYMPIA, WA 17,60617.6k $778.7k $778.7k 0.06% New
52 FLOW TRADERS U.S. LLC 0.03% of their portfolio NEW YORK, NY 17,19717.2k $761.0k $761.0k 0.03% Reduced -3.0k -3,007
53 Global Retirement Partners, LLC 0.02% of their portfolio San Rafael, CA 17,15017.1k $758.6k $758.6k 0.02% First filing
54 Beckerman Institutional, LLC 0.50% of their portfolio OCEAN GROVE, NJ 16,98717.0k $751.0k $751.0k 0.50% Unchanged
55 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 14,87114.9k $657.7k $657.7k 0.00% Added +7.9k +7,875
56 Premier Path Wealth Partners, LLC 0.09% of their portfolio MADISON, NJ 14,66714.7k $648.7k $648.7k 0.09% Reduced -952 -952
57 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 14,59014.6k $645.3k $645.3k 0.00% New
58 Trademark Financial Management, LLC 0.39% of their portfolio Bloomington, MN 14,58114.6k $644.9k $644.9k 0.39% Reduced -2.7k -2,726
59 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 13,99214.0k $618.9k $618.9k 0.01% Reduced -340 -340
60 Mayfair Advisory Group, LLC 0.28% of their portfolio BIRMINGHAM, AL 13,55013.6k $595.1k $595.1k 0.28% New
61 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 12,75012.8k $563.9k $563.9k 0.01% New
62 WealthShield Partners, LLC 0.07% of their portfolio CARY, NC 12,69212.7k $561.4k $561.4k 0.07% Reduced -987 -987
63 Elequin Capital, LP 0.08% of their portfolio NEW YORK, NY 12,48312.5k $552.1k $552.1k 0.08% New
64 WETZEL INVESTMENT ADVISORS, INC. 0.24% of their portfolio INDIANAPOLIS, IN 12,00012.0k $530.8k $530.8k 0.24% Unchanged
65 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 11,94411.9k $528.3k $528.3k 0.01% Reduced -537 -537
66 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 11,80411.8k $522.0k $522.0k 0.00% Reduced -11.1k -11,074
67 DAHRING | CUSMANO LLC 0.40% of their portfolio NOVI, MI 11,54311.5k $510.6k $510.6k 0.40% Added +747 +747
68 Cove Street Capital, LLC 0.74% of their portfolio El Segundo, CA 11,42711.4k $505.4k $505.4k 0.74% New
69 Barnes Wealth Management Group, Inc 0.30% of their portfolio Bakersfield, CA 11,39911.4k $504.2k $504.2k 0.30% Added +2.5k +2,454
70 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 10,10010.1k $447.0k $447.0k 0.00% Added +519 +519
71 Crossmark Global Holdings, Inc. 0.01% of their portfolio HOUSTON, TX 9,96410.0k $440.5k $440.5k 0.01% Reduced -347 -347
72 AssuredPartners Investment Advisors, LLC 0.10% of their portfolio Tampa, FL 9,1809.2k $406.0k $406.0k 0.10% New
73 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 9,1439.1k $404.4k $404.4k 0.00% New
74 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 8,2628.3k $365.4k $365.4k 0.00% Added +8.3k +8,261
75 Kelman-Lazarov, Inc. 0.05% of their portfolio MEMPHIS, TN 7,6307.6k $337.5k $337.5k 0.05% New
76 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 7,4007.4k $327.3k $327.3k 0.00% Added +7.3k +7,342
77 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 7,2627.3k $318.1k $318.1k 0.01% New
78 AVAII WEALTH MANAGEMENT, LLC 0.14% of their portfolio APPLETON, WI 7,2607.3k $321.1k $321.1k 0.14% Added +474 +474
79 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 7,1567.2k $316.5k $316.5k 0.00% Reduced -108.3k -108,315
80 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 6,8336.8k $302.2k $302.2k 0.00% Unchanged
81 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 6,8256.8k $301.9k $301.9k 0.00% Reduced -913 -913
82 GPS Wealth Strategies Group, LLC 0.03% of their portfolio CENTENNIAL, CO 6,5436.5k $289.4k $289.4k 0.03% Reduced -1.6k -1,564
83 WealthPlan Investment Management, LLC 0.02% of their portfolio OMAHA, NE 6,2456.2k $276.2k $276.2k 0.02% New
84 High Net Worth Advisory Group LLC 0.07% of their portfolio NAPLES, FL 6,0226.0k $266.4k $266.4k 0.07% Unchanged
85 Mallini Complete Financial Planning LLC 0.34% of their portfolio GAINESVILLE, FL 6,0006.0k $265.4k $265.4k 0.34% Unchanged
86 Nautilus Advisors LLC 0.19% of their portfolio La Jolla, CA 5,8955.9k $260.7k $260.7k 0.19% Reduced -425 -425
87 Beacon Financial Advisory LLC 0.06% of their portfolio CLEVELAND, OH 5,1055.1k $225.8k $225.8k 0.06% Added +30 +30
88 SouthState Bank Corp 0.01% of their portfolio Winter Haven, FL 5,0295.0k $222.4k $222.4k 0.01% Reduced -4.1k -4,117
89 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 4,8574.9k $214.8k $214.8k 0.00% New
90 PRIVATE TRUST CO NA 0.02% of their portfolio CLEVELAND, OH 3,9544.0k $174.9k $174.9k 0.02% Added +2.4k +2,439
91 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 3,3093.3k $146.4k $146.4k 0.00% Reduced -288 -288
92 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 2,3272.3k $102.9k $102.9k 0.01% Added +21 +21
93 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 2,2442.2k $99.3k $99.3k 0.00% Unchanged
94 Semmax Financial Advisors Inc. 0.02% of their portfolio Winston Salem, NC 1,9662.0k $86.4k $86.4k 0.02% Added +19 +19
95 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 1,8601.9k $82.3k $82.3k 0.00% Reduced -630 -630
96 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,7001.7k $75.0k $75.0k 0.00% New
97 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,2881.3k $57.0k $57.0k 0.00% Reduced -102.3k -102,293
98 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,2071.2k $53.4k $53.4k 0.00% Added +281 +281
99 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 873873 $38.6k $38.6k 0.00% New
100 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 546546 $24.6k $24.6k 0.00% Unchanged