Vault-13

PIMCO ETF TR MINO

MUNI INCOME OPP · ETP · CUSIP 72201R635

111 institutional holders +4 vs Q2 2025
5,767,9465.8m shares reported held*
$261.6mreported value*
14 new 53 added 35 reduced 8 sold out net bought ≈ $26.1m (+575.3k 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 ($3.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $45.34.

Trends to Q3 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: 107Q3 25: 111111Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025111

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 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 25Q2 25: 62 bought or addedQ2 25: 42 cut or sold outQ3 25: 67 bought or addedQ3 25: 43 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023349
Q1 20244015
Q2 20244514
Q3 20244920
Q4 20245322
Q1 20256722
Q2 20256242
Q3 20256743

Biggest buyers

LPL Financial LLC Added +199,616+199.6k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +192,140+192.1k
GREAT VALLEY ADVISOR GROUP, INC. Added +142,529+142.5k
ENVESTNET ASSET MANAGEMENT INC Added +109,904+109.9k
SEVEN MILE ADVISORY New +80,218+80.2k
RAYMOND JAMES FINANCIAL INC Added +49,895+49.9k
Cardinal Point Capital Management ULC New +39,600+39.6k
CWM, LLC Added +34,644+34.6k
PFG Private Wealth Management, LLC New +32,299+32.3k
Cetera Investment Advisers Added +30,746+30.7k

Biggest sellers

Waterway Wealth Management, LLC Reduced -325,979-326.0k
ABLE Financial Group, LLC Reduced -38,864-38.9k
JANE STREET GROUP, LLC Reduced -34,689-34.7k
TRUIST FINANCIAL CORP Reduced -34,516-34.5k
CITADEL ADVISORS LLC Sold out -22,892-22.9k
Financial Advocates Investment Management Sold out -17,606-17.6k
FLOW TRADERS U.S. LLC Sold out -17,197-17.2k
Cambridge Investment Research Advisors, Inc. Reduced -15,885-15.9k
Kestra Advisory Services, LLC Sold out -14,871-14.9k
StoneX Group Inc. Reduced -13,801-13.8k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 581,592581.6k $26.4m $26.4m 0.01% Added +199.6k +199,616
2 GREAT VALLEY ADVISOR GROUP, INC. 0.51% of their portfolio WILMINGTON, DE 557,258557.3k $25.2m $25.2m 0.51% Added +142.5k +142,529
3 CWM, LLC 0.07% of their portfolio OMAHA, NE 515,829515.8k $23.4m $23.4m 0.07% Added +34.6k +34,644
4 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 302,624302.6k $13.7m $13.7m 0.00% Added +109.9k +109,904
5 NorthCoast Asset Management LLC 0.05% of their portfolio STAMFORD, CT 281,260281.3k $12.7m $12.7m 0.05% Reduced -3.5k -3,488
6 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 236,003236.0k $10.7m $10.7m 0.02% Added +192.1k +192,140
7 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 186,617186.6k $8.4m $8.4m 0.01% Added +6.3k +6,292
8 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 173,825173.8k $7.9m $7.9m 0.04% Added +169 +169
9 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 172,193172.2k $7.8m $7.8m 0.01% Reduced -34.5k -34,516
10 CARY STREET PARTNERS FINANCIAL LLC 0.19% of their portfolio RICHMOND, VA 162,403162.4k $7.4m $7.4m 0.19% Added +2.8k +2,823
11 GeoWealth Management, LLC 0.25% of their portfolio CHICAGO, IL 148,304148.3k $6.7m $6.7m 0.25% Added +5.2k +5,172
12 Asio Capital, LLC 0.95% of their portfolio LEXINGTON, KY 139,975140.0k $6.3m $6.3m 0.95% Added +6.7k +6,710
13 CarsonAllaria Wealth Management, Ltd. 3.29% of their portfolio GLEN CARBON, IL 139,497139.5k $6.3m $6.3m 3.29% Reduced -6.4k -6,391
14 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 127,961128.0k $5.8m $5.8m 0.03% Added +12.8k +12,808
15 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 112,758112.8k $5.1m $5.1m 0.01% Reduced -690 -690
16 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 98,11098.1k $4.4m $4.4m 0.00% Added +49.9k +49,895
17 Clarity Asset Management, Inc. 2.37% of their portfolio AMES, IA 93,23993.2k $4.2m $4.2m 2.37% Added +4.4k +4,432
18 SEVEN MILE ADVISORY 0.59% of their portfolio TALLAHASSEE, FL 80,21880.2k $3.6m $3.6m 0.59% New
19 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 69,57169.6k $3.2m $3.2m 0.01% Reduced -15.9k -15,885
20 Paulson Wealth Management Inc. 0.74% of their portfolio West Palm Beach, FL 68,78168.8k $3.1m $3.1m 0.74% Added +2.3k +2,275
21 Visionary Wealth Advisors 0.14% of their portfolio O'FALLON, IL 66,26166.3k $3.0m $3.0m 0.14% Added +9.4k +9,395
22 Bridgewealth Advisory Group, LLC 0.52% of their portfolio Fresno, CA 49,78349.8k $2.3m $2.3m 0.52% Added +1.3k +1,263
23 Waterway Wealth Management, LLC 0.52% of their portfolio THE WOODLANDS, TX 48,41448.4k $2.2m $2.2m 0.52% Reduced -326.0k -325,979
24 Econ Financial Services Corp 1.06% of their portfolio HARRISBURG, PA 46,81046.8k $2.1m $2.1m 1.06% Reduced -57 -57
25 Mason & Associates, LLC 0.51% of their portfolio NEWPORT NEWS, VA 46,23046.2k $2.0m $2.0m 0.51% Unchanged
26 Laurel Wealth Planning LLC 1.10% of their portfolio EDINA, MN 45,71645.7k $2.1m $2.1m 1.10% Added +7.1k +7,127
27 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 45,07545.1k $2.0m $2.0m 0.01% Added +14.5k +14,475
28 Lokken Investment Group LLC 0.67% of their portfolio LEWES, DE 43,36843.4k $2.0m $2.0m 0.67% Added +4.2k +4,216
29 Quadcap Wealth Management, LLC 0.23% of their portfolio Frisco, TX 42,97343.0k $1.9m $1.9m 0.23% Reduced -3.6k -3,554
30 BCS Wealth Management 0.44% of their portfolio JOHNSON CITY, TN 42,64442.6k $1.9m $1.9m 0.44% Reduced -9.9k -9,942
31 Arrowroot Family Office, LLC 0.78% of their portfolio MARINA DEL REY, CA 41,90841.9k $1.9m $1.9m 0.78% Added +8.9k +8,865
32 Sprinkle Financial Consultants LLC 1.01% of their portfolio LITTLETON, CO 39,82639.8k $1.8m $1.8m 1.01% Added +51 +51
33 Cardinal Point Capital Management ULC 0.13% of their portfolio TORONTO, A6 39,60039.6k $1.8m $1.8m 0.13% New
34 PAX Financial Group, LLC 0.32% of their portfolio SAN ANTONIO, TX 39,05139.1k $1.8m $1.8m 0.32% Added +561 +561
35 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 37,57937.6k $1.7m $1.7m 0.00% Added +30.7k +30,746
36 VIAWEALTH, LLC 0.93% of their portfolio Leawood, KS 37,38637.4k $1.7m $1.7m 0.93% Added +3.1k +3,143
37 Hedeker Wealth, LLC 0.35% of their portfolio Lincolnshire, IL 37,26937.3k $1.7m $1.7m 0.35% Added +2.3k +2,271
38 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 37,20937.2k $1.7m $1.7m 0.00% Added +192 +192
39 SITTNER & NELSON, LLC 0.60% of their portfolio EUGENE, OR 36,72336.7k $1.7m $1.7m 0.60% Added +13.3k +13,330
40 Able Wealth Management LLC 0.60% of their portfolio Toms River, NJ 35,18235.2k $1.6m $1.6m 0.60% Added +4.0k +4,029
41 PFG Private Wealth Management, LLC 0.65% of their portfolio LUTZ, FL 32,29932.3k $1.5m $1.5m 0.65% New
42 Integrity Wealth Solutions LLC 0.65% of their portfolio DENVER, CO 32,29932.3k $1.5m $1.5m 0.65% Added +12.8k +12,812
43 Destiny Wealth Partners, LLC 0.15% of their portfolio TAVARES, FL 26,58526.6k $1.2m $1.2m 0.15% Added +6.9k +6,867
44 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 26,42626.4k $1.2m $1.2m 0.03% Reduced -6.5k -6,455
45 Vestmark Advisory Solutions, Inc. 0.02% of their portfolio Wakefield, MA 26,24226.2k $1.2m $1.2m 0.02% Added +1.2k +1,228
46 Tortoise Investment Management, LLC 0.10% of their portfolio WHITE PLAINS, NY 24,14024.1k $1.1m $1.1m 0.10% Added +24.1k +24,100
47 Summit Investment Advisory Services, LLC 0.41% of their portfolio ROSEVILLE, MN 22,86422.9k $1.0m $1.0m 0.41% Added +3.2k +3,157
48 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 22,56322.6k $1.0m $1.0m 0.01% Reduced -7.0k -6,959
49 ORG Partners LLC 0.18% of their portfolio ROANOKE, IN 21,85721.9k $990.3k $990.3k 0.18% New
50 Landmark Wealth Management, LLC 0.36% of their portfolio MELVILLE, NY 20,23520.2k $916.9k $916.9k 0.36% Reduced -2.2k -2,202
51 Sterling Investment Advisors, Ltd. 0.18% of their portfolio BERWYN, PA 20,10020.1k $910.7k $910.7k 0.18% Reduced -250 -250
52 Kelman-Lazarov, Inc. 0.12% of their portfolio MEMPHIS, TN 17,56717.6k $796.0k $796.0k 0.12% Added +9.9k +9,937
53 Global Retirement Partners, LLC 0.02% of their portfolio San Rafael, CA 17,18417.2k $778.6k $778.6k 0.02% Added +34 +34
54 Beckerman Institutional, LLC 0.45% of their portfolio OCEAN GROVE, NJ 16,98717.0k $769.7k $769.7k 0.45% Unchanged
55 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 16,73816.7k $758.4k $758.4k 0.00% Added +2.1k +2,148
56 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 15,30615.3k $693.5k $693.5k 0.01% Added +1.3k +1,314
57 Park Capital Management, LLC / WI 0.55% of their portfolio Madison, WI 15,06215.1k $682.5k $682.5k 0.55% New
58 BAM Wealth Management, LLC 0.50% of their portfolio LAKEWOOD, CO 14,24414.2k $645.4k $645.4k 0.50% First filing
59 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 13,84313.8k $627.2k $627.2k 0.00% Reduced -34.7k -34,689
60 DAHRING | CUSMANO LLC 0.45% of their portfolio NOVI, MI 13,75013.8k $623.0k $623.0k 0.45% Added +2.2k +2,207
61 Cove Street Capital, LLC 0.81% of their portfolio El Segundo, CA 13,66513.7k $619.2k $619.2k 0.81% Added +2.2k +2,238
62 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 13,55013.6k $614.0k $614.0k 0.01% Added +800 +800
63 Trademark Financial Management, LLC 0.36% of their portfolio Bloomington, MN 13,54213.5k $613.6k $613.6k 0.36% Reduced -1.0k -1,039
64 Barnes Wealth Management Group, Inc 0.32% of their portfolio Bakersfield, CA 12,71312.7k $576.0k $576.0k 0.32% Added +1.3k +1,314
65 WealthShield Partners, LLC 0.06% of their portfolio CARY, NC 12,40212.4k $561.9k $561.9k 0.06% Reduced -290 -290
66 WETZEL INVESTMENT ADVISORS, INC. 0.23% of their portfolio INDIANAPOLIS, IN 12,00012.0k $543.7k $543.7k 0.23% Unchanged
67 Pure Financial Advisors, LLC 0.01% of their portfolio SAN DIEGO, CA 11,95011.9k $541.5k $541.5k 0.01% New
68 ProVise Management Group, LLC 0.04% of their portfolio CLEARWATER, FL 11,67811.7k $529.1k $529.1k 0.04% New
69 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 10,89110.9k $493.5k $493.5k 0.01% Reduced -1.1k -1,053
70 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 10,30210.3k $467.0k $467.0k 0.00% Reduced -1.5k -1,502
71 TECTONIC ADVISORS LLC 0.02% of their portfolio FRISCO, TX 10,00010.0k $453.1k $453.1k 0.02% New
72 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 9,9479.9k $451.0k $451.0k 0.00% Reduced -153 -153
73 Elequin Capital, LP 0.04% of their portfolio NEW YORK, NY 9,6579.7k $437.6k $437.6k 0.04% Reduced -2.8k -2,826
74 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 9,6509.7k $437.2k $437.2k 0.00% Added +2.5k +2,494
75 Premier Path Wealth Partners, LLC 0.06% of their portfolio MADISON, NJ 9,6019.6k $435.0k $435.0k 0.06% Reduced -5.1k -5,066
76 AssuredPartners Investment Advisors, LLC 0.10% of their portfolio Tampa, FL 9,4409.4k $427.7k $427.7k 0.10% Added +260 +260
77 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 8,9098.9k $403.7k $403.7k 0.02% Reduced -13.8k -13,801
78 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 7,3537.4k $333.2k $333.2k 0.00% Added +528 +528
79 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 7,2947.3k $330.5k $330.5k 0.00% Added +32 +32
80 AVAII WEALTH MANAGEMENT, LLC 0.12% of their portfolio APPLETON, WI 7,2457.2k $328.3k $328.3k 0.12% Reduced -15 -15
81 Mayfair Advisory Group, LLC 0.12% of their portfolio BIRMINGHAM, AL 6,3506.3k $287.7k $287.7k 0.12% Reduced -7.2k -7,200
82 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 6,1626.2k $279.2k $279.2k 0.00% Added +1.3k +1,305
83 Krilogy Financial LLC 0.01% of their portfolio ST. LOUIS, MO 6,1506.2k $279.8k $279.8k 0.01% New
84 Crossmark Global Holdings, Inc. 0.00% of their portfolio HOUSTON, TX 6,1336.1k $277.3k $277.3k 0.00% Reduced -3.8k -3,831
85 WealthPlan Investment Management, LLC 0.02% of their portfolio OMAHA, NE 6,0536.1k $274.3k $274.3k 0.02% Reduced -192 -192
86 High Net Worth Advisory Group LLC 0.07% of their portfolio NAPLES, FL 6,0226.0k $272.9k $272.9k 0.07% Unchanged
87 Mallini Complete Financial Planning LLC 0.22% of their portfolio GAINESVILLE, FL 6,0006.0k $271.9k $271.9k 0.22% Unchanged
88 GPS Wealth Strategies Group, LLC 0.03% of their portfolio CENTENNIAL, CO 5,9936.0k $271.5k $271.5k 0.03% Reduced -550 -550
89 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 5,6675.7k $256.8k $256.8k 0.00% Reduced -3.5k -3,476
90 Smith Thornton Advisors LLC 0.13% of their portfolio HUNTSVILLE, AL 5,5555.6k $251.7k $251.7k 0.13% New
91 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 5,5505.5k $251.5k $251.5k 0.00% Reduced -1.9k -1,850
92 Cornerstone Wealth Management, LLC 0.01% of their portfolio ST. PETERS, MO 5,4255.4k $245.8k $245.8k 0.01% New
93 ABLE Financial Group, LLC 0.05% of their portfolio SCOTTSDALE, AZ 5,3905.4k $244.2k $244.2k 0.05% Reduced -38.9k -38,864
94 Nautilus Advisors LLC 0.16% of their portfolio La Jolla, CA 5,3055.3k $240.4k $240.4k 0.16% Reduced -590 -590
95 Betterment LLC 0.00% of their portfolio NEW YORK, NY 5,0165.0k $227.0k $227.0k 0.00% New
96 Cornerstone Advisory, LLC 0.02% of their portfolio HUNT VALLEY, MD 4,5654.6k $206.8k $206.8k 0.02% New
97 Mutual Advisors, LLC 0.00% of their portfolio OMAHA, NE 4,5614.6k $208.5k $208.5k 0.00% New
98 Beacon Financial Advisory LLC 0.05% of their portfolio CLEVELAND, OH 4,4794.5k $202.9k $202.9k 0.05% Reduced -626 -626
99 PRIVATE TRUST CO NA 0.02% of their portfolio CLEVELAND, OH 3,9544.0k $179.2k $179.2k 0.02% Unchanged
100 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 2,5982.6k $117.7k $117.7k 0.01% Added +271 +271