Vault-13

PIMCO ETF TR MINO

MUNI INCOME OPP · ETP · CUSIP 72201R635

137 institutional holders +26 vs Q3 2025
7,390,6377.4m shares reported held*
$335.4mreported value*
32 new 72 added 19 reduced 8 sold out net bought ≈ $73.3m (+1.6m 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 ($5.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $45.38.

Trends to Q4 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: 111Q4 25: 137137Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025137

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 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 25Q3 25: 67 bought or addedQ3 25: 43 cut or sold outQ4 25: 104 bought or addedQ4 25: 27 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20244015
Q2 20244514
Q3 20244920
Q4 20245322
Q1 20256722
Q2 20256242
Q3 20256743
Q4 202510427

Biggest buyers

Cardinal Point Capital Management ULC Added +515,858+515.9k
LPL Financial LLC Added +351,361+351.4k
Focus Partners Wealth New +289,744+289.7k
Bridgewealth Advisory Group, LLC Added +82,989+83.0k
SITTNER & NELSON, LLC Added +68,516+68.5k
AssuredPartners Investment Advisors, LLC Added +58,887+58.9k
RAYMOND JAMES FINANCIAL INC Added +56,755+56.8k
COMMONWEALTH EQUITY SERVICES, LLC Added +52,083+52.1k
Dakota Wealth Management New +52,063+52.1k
Tortoise Investment Management, LLC Added +48,130+48.1k

Biggest sellers

NorthCoast Asset Management LLC Sold out -281,260-281.3k
Private Advisor Group, LLC Reduced -106,346-106.3k
ENVESTNET ASSET MANAGEMENT INC Reduced -90,491-90.5k
GREAT VALLEY ADVISOR GROUP, INC. Reduced -84,167-84.2k
Hedeker Wealth, LLC Sold out -37,269-37.3k
PFG Private Wealth Management, LLC Sold out -32,299-32.3k
Vestmark Advisory Solutions, Inc. Sold out -26,242-26.2k
Econ Financial Services Corp Reduced -17,352-17.4k
Crossmark Global Holdings, Inc. Sold out -6,133-6.1k
Orion Porfolio Solutions, LLC Reduced -6,108-6.1k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 932,953933.0k $42.3m $42.3m 0.01% Added +351.4k +351,361
2 Cardinal Point Capital Management ULC 1.65% of their portfolio TORONTO, A6 555,458555.5k $25.3m $25.3m 1.65% Added +515.9k +515,858
3 CWM, LLC 0.07% of their portfolio OMAHA, NE 534,744534.7k $24.2m $24.2m 0.07% Added +18.9k +18,915
4 GREAT VALLEY ADVISOR GROUP, INC. 0.41% of their portfolio WILMINGTON, DE 473,091473.1k $21.4m $21.4m 0.41% Reduced -84.2k -84,167
5 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 289,744289.7k $13.1m $13.1m 0.01% New
6 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 240,145240.1k $10.9m $10.9m 0.01% Added +4.1k +4,142
7 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 219,065219.1k $9.9m $9.9m 0.01% Added +32.4k +32,448
8 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 212,133212.1k $9.6m $9.6m 0.00% Reduced -90.5k -90,491
9 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 203,572203.6k $9.2m $9.2m 0.03% Added +29.7k +29,747
10 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 172,803172.8k $7.8m $7.8m 0.01% Added +610 +610
11 CARY STREET PARTNERS FINANCIAL LLC 0.19% of their portfolio RICHMOND, VA 165,297165.3k $7.5m $7.5m 0.19% Added +2.9k +2,894
12 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 164,841164.8k $7.5m $7.5m 0.01% Added +52.1k +52,083
13 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 154,865154.9k $7.0m $7.0m 0.00% Added +56.8k +56,755
14 CarsonAllaria Wealth Management, Ltd. 3.46% of their portfolio GLEN CARBON, IL 154,057154.1k $7.0m $7.0m 3.46% Added +14.6k +14,560
15 GeoWealth Management, LLC 0.25% of their portfolio CHICAGO, IL 147,381147.4k $6.7m $6.7m 0.25% Reduced -923 -923
16 Asio Capital, LLC 0.93% of their portfolio LEXINGTON, KY 145,120145.1k $6.6m $6.6m 0.93% Added +5.1k +5,145
17 Bridgewealth Advisory Group, LLC 1.33% of their portfolio Fresno, CA 132,772132.8k $6.0m $6.0m 1.33% Added +83.0k +82,989
18 SITTNER & NELSON, LLC 1.70% of their portfolio EUGENE, OR 105,239105.2k $4.8m $4.8m 1.70% Added +68.5k +68,516
19 Clarity Asset Management, Inc. 2.38% of their portfolio AMES, IA 95,58195.6k $4.3m $4.3m 2.38% Added +2.3k +2,342
20 BCS Wealth Management 0.38% of their portfolio JOHNSON CITY, TN 82,92282.9k $3.8m $3.8m 0.38% Added +40.3k +40,278
21 SEVEN MILE ADVISORY 0.62% of their portfolio TALLAHASSEE, FL 80,21880.2k $3.6m $3.6m 0.62% Unchanged
22 Paulson Wealth Management Inc. 0.82% of their portfolio West Palm Beach, FL 78,27278.3k $3.5m $3.5m 0.82% Added +9.5k +9,491
23 Tortoise Investment Management, LLC 0.29% of their portfolio WHITE PLAINS, NY 72,27072.3k $3.3m $3.3m 0.29% Added +48.1k +48,130
24 Visionary Wealth Advisors 0.14% of their portfolio O'FALLON, IL 69,21269.2k $3.1m $3.1m 0.14% Added +3.0k +2,951
25 AssuredPartners Investment Advisors, LLC 0.46% of their portfolio Tampa, FL 68,32768.3k $3.1m $3.1m 0.46% Added +58.9k +58,887
26 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 66,23066.2k $3.0m $3.0m 0.01% Reduced -3.3k -3,341
27 Sprinkle Financial Consultants LLC 1.46% of their portfolio LITTLETON, CO 63,29363.3k $2.9m $2.9m 1.46% Added +23.5k +23,467
28 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 62,60362.6k $2.8m $2.8m 0.00% Added +25.0k +25,024
29 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 58,66858.7k $2.7m $2.7m 0.00% Added +44.8k +44,825
30 Waterway Wealth Management, LLC 0.55% of their portfolio THE WOODLANDS, TX 53,44853.4k $2.4m $2.4m 0.55% Added +5.0k +5,034
31 Evergreen Wealth Partners LLC 2.01% of their portfolio KALISPELL, MT 52,77352.8k $2.4m $2.4m 2.01% First filing
32 Dakota Wealth Management 0.04% of their portfolio PALM BEACH GARDENS, FL 52,06352.1k $2.4m $2.4m 0.04% New
33 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 49,78849.8k $2.3m $2.3m 0.00% Added +40.1k +40,138
34 Laurel Wealth Planning LLC 1.24% of their portfolio EDINA, MN 49,24949.2k $2.2m $2.2m 1.24% Added +3.5k +3,533
35 PAX Financial Group, LLC 0.37% of their portfolio SAN ANTONIO, TX 47,94647.9k $2.2m $2.2m 0.37% Added +8.9k +8,895
36 Arrowroot Family Office, LLC 0.78% of their portfolio MARINA DEL REY, CA 47,31447.3k $2.1m $2.1m 0.78% Added +5.4k +5,406
37 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 47,28947.3k $2.1m $2.1m 0.01% Added +2.2k +2,214
38 Quadcap Wealth Management, LLC 0.22% of their portfolio Frisco, TX 43,78543.8k $2.0m $2.0m 0.22% Added +812 +812
39 Able Wealth Management LLC 0.62% of their portfolio Toms River, NJ 43,08243.1k $2.0m $2.0m 0.62% Added +7.9k +7,900
40 Mason & Associates, LLC 0.44% of their portfolio NEWPORT NEWS, VA 42,29642.3k $1.9m $1.9m 0.44% Reduced -3.9k -3,934
41 Wayfinding Financial, LLC 0.80% of their portfolio LYNNWOOD, WA 41,39941.4k $1.9m $1.9m 0.80% New
42 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 40,92240.9k $1.9m $1.9m 0.00% Added +3.7k +3,713
43 Integrity Wealth Solutions LLC 0.69% of their portfolio DENVER, CO 38,49738.5k $1.7m $1.7m 0.69% Added +6.2k +6,198
44 VIAWEALTH, LLC 0.96% of their portfolio Leawood, KS 37,68837.7k $1.7m $1.7m 0.96% Added +302 +302
45 Sterling Investment Advisors, Ltd. 0.31% of their portfolio BERWYN, PA 37,01537.0k $1.7m $1.7m 0.31% Added +16.9k +16,915
46 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 33,34033.3k $1.5m $1.5m 0.00% Added +23.0k +23,038
47 CreativeOne Wealth, LLC 0.04% of their portfolio OVERLAND PARK, KS 32,45832.5k $1.5m $1.5m 0.04% Added +6.0k +6,032
48 Econ Financial Services Corp 0.67% of their portfolio HARRISBURG, PA 29,45829.5k $1.3m $1.3m 0.67% Reduced -17.4k -17,352
49 Destiny Wealth Partners, LLC 0.15% of their portfolio TAVARES, FL 28,89328.9k $1.3m $1.3m 0.15% Added +2.3k +2,308
50 Freedom Investment Management, Inc. 0.38% of their portfolio SOUTH WINDSOR, CT 28,64628.6k $1.3m $1.3m 0.38% New
51 LiftPoint Family Wealth Advisors LLC 1.04% of their portfolio FAR HILLS, NJ 26,85326.9k $1.2m $1.2m 1.04% First filing
52 Elequin Capital, LP 0.16% of their portfolio NEW YORK, NY 26,57926.6k $1.2m $1.2m 0.16% Added +16.9k +16,922
53 ProVise Management Group, LLC 0.09% of their portfolio CLEARWATER, FL 26,42426.4k $1.2m $1.2m 0.09% Added +14.7k +14,746
54 WealthShield Partners, LLC 0.12% of their portfolio CARY, NC 23,78823.8k $1.1m $1.1m 0.12% Added +11.4k +11,386
55 Trademark Financial Management, LLC 0.58% of their portfolio Bloomington, MN 23,44323.4k $1.1m $1.1m 0.58% Added +9.9k +9,901
56 Park Capital Management, LLC / WI 0.75% of their portfolio Madison, WI 23,16823.2k $1.0m $1.0m 0.75% Added +8.1k +8,106
57 Summit Investment Advisory Services, LLC 0.39% of their portfolio ROSEVILLE, MN 22,92222.9k $1.0m $1.0m 0.39% Added +58 +58
58 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 22,13422.1k $1.0m $1.0m 0.01% Added +6.8k +6,828
59 ORG Partners LLC 0.17% of their portfolio ROANOKE, IN 21,85721.9k $990.6k $990.6k 0.17% Unchanged
60 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 21,61521.6k $979.6k $979.6k 0.00% Reduced -106.3k -106,346
61 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 21,13321.1k $957.8k $957.8k 0.01% Added +4.4k +4,395
62 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 20,86520.9k $945.6k $945.6k 0.02% New
63 Landmark Wealth Management, LLC 0.36% of their portfolio MELVILLE, NY 20,51120.5k $929.6k $929.6k 0.36% Added +276 +276
64 SB Capital Management Inc 0.34% of their portfolio ENCINO, CA 20,22020.2k $916.4k $916.4k 0.34% First filing
65 High Net Worth Advisory Group LLC 0.21% of their portfolio NAPLES, FL 20,00020.0k $906.4k $906.4k 0.21% Added +14.0k +13,978
66 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 17,30917.3k $784.5k $784.5k 0.01% Added +125 +125
67 BAM Wealth Management, LLC 0.55% of their portfolio LAKEWOOD, CO 16,76416.8k $759.7k $759.7k 0.55% Added +2.5k +2,520
68 Kelman-Lazarov, Inc. 0.11% of their portfolio MEMPHIS, TN 16,69716.7k $756.7k $756.7k 0.11% Reduced -870 -870
69 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 16,45516.5k $745.8k $745.8k 0.01% Reduced -6.1k -6,108
70 Beckerman Institutional, LLC 0.40% of their portfolio OCEAN GROVE, NJ 15,78715.8k $715.5k $715.5k 0.40% Reduced -1.2k -1,200
71 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 15,26315.3k $691.7k $691.7k 0.00% New
72 DAHRING | CUSMANO LLC 0.48% of their portfolio NOVI, MI 15,19315.2k $688.5k $688.5k 0.48% Added +1.4k +1,443
73 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 13,55013.6k $614.1k $614.1k 0.01% Unchanged
74 Barnes Wealth Management Group, Inc 0.31% of their portfolio Bakersfield, CA 12,93712.9k $586.3k $586.3k 0.31% Added +224 +224
75 Mayfair Advisory Group, LLC 0.22% of their portfolio BIRMINGHAM, AL 12,70012.7k $576.3k $576.3k 0.22% Added +6.3k +6,350
76 WETZEL INVESTMENT ADVISORS, INC. 0.22% of their portfolio INDIANAPOLIS, IN 12,00012.0k $543.8k $543.8k 0.22% Unchanged
77 Pure Financial Advisors, LLC 0.01% of their portfolio SAN DIEGO, CA 11,95011.9k $541.6k $541.6k 0.01% Unchanged
78 Ascentis Independent Advisors 0.09% of their portfolio DALLAS, TX 11,71611.7k $531.0k $531.0k 0.09% New
79 TrueWealth Advisors, LLC 0.13% of their portfolio BIRMINGHAM, AL 11,43011.4k $518.0k $518.0k 0.13% New
80 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 10,92210.9k $495.0k $495.0k 0.01% Added +31 +31
81 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 10,07610.1k $457.0k $457.0k 0.00% Added +129 +129
82 TECTONIC ADVISORS LLC 0.02% of their portfolio FRISCO, TX 10,00010.0k $453.2k $453.2k 0.02% Unchanged
83 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 9,8509.8k $446.4k $446.4k 0.00% Added +4.3k +4,300
84 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 9,5359.5k $432.2k $432.2k 0.00% Added +9.5k +9,534
85 Advisor Resource Council 0.15% of their portfolio DALLAS, TX 9,4159.4k $428.7k $428.7k 0.15% New
86 AVAII WEALTH MANAGEMENT, LLC 0.14% of their portfolio APPLETON, WI 8,7928.8k $398.4k $398.4k 0.14% Added +1.5k +1,547
87 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 8,6008.6k $389.8k $389.8k 0.00% Added +2.9k +2,933
88 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 8,5168.5k $385.9k $385.9k 0.01% Added +4.0k +3,955
89 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 8,5058.5k $385.4k $385.4k 0.00% New
90 Premier Path Wealth Partners, LLC 0.05% of their portfolio MADISON, NJ 8,3868.4k $380.1k $380.1k 0.05% Reduced -1.2k -1,215
91 Mariner, LLC 0.00% of their portfolio Overland Park, KS 8,2268.2k $372.8k $372.8k 0.00% New
92 Delta Investment Management, LLC 0.06% of their portfolio SAN FRANCISCO, CA 8,1948.2k $371.4k $371.4k 0.06% New
93 Clear Point Advisors Inc. 0.27% of their portfolio MELVILLE, NY 7,7787.8k $352.5k $352.5k 0.27% New
94 Cornerstone Wealth Management, LLC 0.02% of their portfolio ST. PETERS, MO 7,5817.6k $343.6k $343.6k 0.02% Added +2.2k +2,156
95 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 7,3537.4k $333.2k $333.2k 0.00% Unchanged
96 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 7,1837.2k $325.5k $325.5k 0.00% Reduced -111 -111
97 Betterment LLC 0.00% of their portfolio NEW YORK, NY 7,0697.1k $320.0k $320.0k 0.00% Added +2.1k +2,053
98 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 7,0067.0k $317.5k $317.5k 0.01% New
99 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 6,9507.0k $315.0k $315.0k 0.00% Added +788 +788
100 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 6,8476.8k $310.0k $310.0k 0.01% Added +5.0k +4,966