Vault-13

PIMCO ETF TR MINO

MUNI INCOME OPP · ETP · CUSIP 72201R635

144 institutional holders +7 vs Q4 2025
9,070,1529.1m shares reported held*
$410.0mreported value*
23 new 87 added 23 reduced 13 sold out net bought ≈ $79.6m (+1.8m 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 ($6.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $45.20.

Trends to Q1 2026

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: 137Q1 26: 144144Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026144

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 25Q4 25: 104 bought or addedQ4 25: 27 cut or sold outQ1 26: 110 bought or addedQ1 26: 36 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20244514
Q3 20244920
Q4 20245322
Q1 20256722
Q2 20256242
Q3 20256743
Q4 202510427
Q1 202611036

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +283,987+284.0k
NewEdge Advisors, LLC Added +205,603+205.6k
LPL Financial LLC Added +135,370+135.4k
RAYMOND JAMES FINANCIAL INC Added +99,942+99.9k
MORGAN STANLEY Added +93,436+93.4k
HighTower Advisors, LLC Added +84,470+84.5k
Independent Advisor Alliance New +77,148+77.1k
Geneos Wealth Management Inc. New +64,188+64.2k
Hedeker Wealth, LLC New +51,750+51.8k
FLOW TRADERS U.S. LLC New +48,537+48.5k

Biggest sellers

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -123,830-123.8k
SEVEN MILE ADVISORY Sold out -80,218-80.2k
BCS Wealth Management Reduced -41,351-41.4k
Elequin Capital, LP Sold out -26,579-26.6k
GOLDMAN SACHS GROUP INC Sold out -15,263-15.3k
TECTONIC ADVISORS LLC Sold out -10,000-10.0k
Cambridge Investment Research Advisors, Inc. Reduced -9,727-9.7k
Clear Point Advisors Inc. Sold out -7,778-7.8k
Clarity Asset Management, Inc. Reduced -7,512-7.5k
OSAIC HOLDINGS, INC. Reduced -6,458-6.5k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,068,3231.1m $48.3m $48.3m 0.01% Added +135.4k +135,370
2 Cardinal Point Capital Management ULC 1.62% of their portfolio TORONTO, A6 585,778585.8k $26.5m $26.5m 1.62% Added +30.3k +30,320
3 CWM, LLC 0.06% of their portfolio OMAHA, NE 544,633544.6k $24.6m $24.6m 0.06% Added +9.9k +9,889
4 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 496,120496.1k $22.4m $22.4m 0.01% Added +284.0k +283,987
5 GREAT VALLEY ADVISOR GROUP, INC. 0.40% of their portfolio WILMINGTON, DE 492,776492.8k $22.3m $22.3m 0.40% Added +19.7k +19,685
6 NewEdge Advisors, LLC 0.07% of their portfolio NEW ORLEANS, LA 409,175409.2k $18.5m $18.5m 0.07% Added +205.6k +205,603
7 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 296,605296.6k $13.4m $13.4m 0.01% Added +6.9k +6,861
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 254,807254.8k $11.5m $11.5m 0.00% Added +99.9k +99,942
9 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 212,607212.6k $9.6m $9.6m 0.01% Reduced -6.5k -6,458
10 Asio Capital, LLC 1.20% of their portfolio LEXINGTON, KY 188,799188.8k $8.5m $8.5m 1.20% Added +43.7k +43,679
11 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 183,957184.0k $8.3m $8.3m 0.01% Added +19.1k +19,116
12 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 172,917172.9k $7.8m $7.8m 0.01% Added +114 +114
13 CARY STREET PARTNERS FINANCIAL LLC 0.19% of their portfolio RICHMOND, VA 165,911165.9k $7.5m $7.5m 0.19% Added +614 +614
14 GeoWealth Management, LLC 0.26% of their portfolio CHICAGO, IL 159,803159.8k $7.2m $7.2m 0.26% Added +12.4k +12,422
15 CarsonAllaria Wealth Management, Ltd. 3.53% of their portfolio GLEN CARBON, IL 158,181158.2k $7.1m $7.1m 3.53% Added +4.1k +4,124
16 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 134,258134.3k $6.1m $6.1m 0.01% Added +84.5k +84,470
17 Bridgewealth Advisory Group, LLC 1.22% of their portfolio Fresno, CA 130,270130.3k $5.9m $5.9m 1.22% Reduced -2.5k -2,502
18 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 116,315116.3k $5.3m $5.3m 0.01% Reduced -123.8k -123,830
19 Tortoise Investment Management, LLC 0.41% of their portfolio WHITE PLAINS, NY 109,890109.9k $5.0m $5.0m 0.41% Added +37.6k +37,620
20 SITTNER & NELSON, LLC 1.72% of their portfolio EUGENE, OR 104,078104.1k $4.7m $4.7m 1.72% Reduced -1.2k -1,161
21 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 102,971103.0k $4.7m $4.7m 0.00% Added +93.4k +93,436
22 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 100,000100.0k $4.5m $4.5m 0.00% Added +41.3k +41,332
23 Sprinkle Financial Consultants LLC 2.06% of their portfolio LITTLETON, CO 98,73898.7k $4.5m $4.5m 2.06% Added +35.4k +35,445
24 Paulson Wealth Management Inc. 0.98% of their portfolio West Palm Beach, FL 92,41992.4k $4.2m $4.2m 0.98% Added +14.1k +14,147
25 Waterway Wealth Management, LLC 0.91% of their portfolio THE WOODLANDS, TX 91,43891.4k $4.1m $4.1m 0.91% Added +38.0k +37,990
26 Clarity Asset Management, Inc. 2.01% of their portfolio AMES, IA 88,06988.1k $4.0m $4.0m 2.01% Reduced -7.5k -7,512
27 Able Wealth Management LLC 0.98% of their portfolio Toms River, NJ 81,14781.1k $3.7m $3.7m 0.98% Added +38.1k +38,065
28 Independent Advisor Alliance 0.04% of their portfolio CHARLOTTE, NC 77,14877.1k $3.5m $3.5m 0.04% New
29 Evergreen Wealth Partners LLC 2.59% of their portfolio KALISPELL, MT 74,98875.0k $3.4m $3.4m 2.59% Added +22.2k +22,215
30 AssuredPartners Investment Advisors, LLC 0.36% of their portfolio Tampa, FL 73,26573.3k $3.3m $3.3m 0.36% Added +4.9k +4,938
31 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 70,37070.4k $3.2m $3.2m 0.00% Added +7.8k +7,767
32 Visionary Wealth Advisors 0.14% of their portfolio O'FALLON, IL 70,24270.2k $3.2m $3.2m 0.14% Added +1.0k +1,030
33 Geneos Wealth Management Inc. 0.07% of their portfolio ENGLEWOOD, CO 64,18864.2k $2.9m $2.9m 0.07% New
34 CreativeOne Wealth, LLC 0.06% of their portfolio OVERLAND PARK, KS 61,91161.9k $2.8m $2.8m 0.06% Added +29.5k +29,453
35 Sterling Investment Advisors, Ltd. 0.48% of their portfolio BERWYN, PA 58,54058.5k $2.6m $2.6m 0.48% Added +21.5k +21,525
36 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 57,15157.2k $2.6m $2.6m 0.00% Added +16.2k +16,229
37 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 56,50356.5k $2.6m $2.6m 0.01% Reduced -9.7k -9,727
38 Dakota Wealth Management 0.05% of their portfolio PALM BEACH GARDENS, FL 53,84353.8k $2.4m $2.4m 0.05% Added +1.8k +1,780
39 Hedeker Wealth, LLC 0.49% of their portfolio Lincolnshire, IL 51,75051.8k $2.3m $2.3m 0.49% New
40 Arrowroot Family Office, LLC 0.76% of their portfolio MARINA DEL REY, CA 51,12351.1k $2.3m $2.3m 0.76% Added +3.8k +3,809
41 Laurel Wealth Planning LLC 1.20% of their portfolio EDINA, MN 50,25550.3k $2.3m $2.3m 1.20% Added +1.0k +1,006
42 PAX Financial Group, LLC 0.38% of their portfolio SAN ANTONIO, TX 49,38649.4k $2.2m $2.2m 0.38% Added +1.4k +1,440
43 Quadcap Wealth Management, LLC 0.25% of their portfolio Frisco, TX 49,11549.1k $2.2m $2.2m 0.25% Added +5.3k +5,330
44 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 48,57848.6k $2.2m $2.2m 0.01% Added +1.3k +1,289
45 FLOW TRADERS U.S. LLC 0.07% of their portfolio NEW YORK, NY 48,53748.5k $2.2m $2.2m 0.07% New
46 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 47,42447.4k $2.1m $2.1m 0.00% New
47 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 46,86346.9k $2.1m $2.1m 0.01% Added +42.2k +42,154
48 Mason & Associates, LLC 0.48% of their portfolio NEWPORT NEWS, VA 46,82346.8k $2.1m $2.1m 0.48% Added +4.5k +4,527
49 Wayfinding Financial, LLC 0.90% of their portfolio LYNNWOOD, WA 45,65545.7k $2.1m $2.1m 0.90% Added +4.3k +4,256
50 Canvas Wealth Advisors, LLC 0.34% of their portfolio SHAWNEE, KS 44,84544.8k $2.0m $2.0m 0.34% New
51 Integrity Wealth Solutions LLC 0.79% of their portfolio DENVER, CO 44,58044.6k $2.0m $2.0m 0.79% Added +6.1k +6,083
52 Ascentis Independent Advisors 0.15% of their portfolio DALLAS, TX 43,49943.5k $2.0m $2.0m 0.15% Added +31.8k +31,783
53 BCS Wealth Management 0.38% of their portfolio JOHNSON CITY, TN 41,57141.6k $1.9m $1.9m 0.38% Reduced -41.4k -41,351
54 ProVise Management Group, LLC 0.12% of their portfolio CLEARWATER, FL 36,84636.8k $1.7m $1.7m 0.12% Added +10.4k +10,422
55 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 36,65536.7k $1.7m $1.7m 0.00% Added +3.3k +3,315
56 Econ Financial Services Corp 0.76% of their portfolio HARRISBURG, PA 36,12136.1k $1.6m $1.6m 0.76% Added +6.7k +6,663
57 Destiny Wealth Partners, LLC 0.17% of their portfolio TAVARES, FL 33,88733.9k $1.5m $1.5m 0.17% Added +5.0k +4,994
58 VIAWEALTH, LLC 0.83% of their portfolio Leawood, KS 33,05033.0k $1.5m $1.5m 0.83% Reduced -4.6k -4,638
59 RFG Advisory, LLC 0.03% of their portfolio BIRMINGHAM, AL 31,96932.0k $1.4m $1.4m 0.03% Added +11.1k +11,104
60 Freedom Investment Management, Inc. 0.40% of their portfolio SOUTH WINDSOR, CT 29,91829.9k $1.4m $1.4m 0.40% Added +1.3k +1,272
61 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 29,29129.3k $1.3m $1.3m 0.00% Added +27.5k +27,476
62 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 29,21229.2k $1.3m $1.3m 0.01% Added +8.1k +8,079
63 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 29,12429.1k $1.3m $1.3m 0.01% Added +7.5k +7,509
64 Trademark Financial Management, LLC 0.64% of their portfolio Bloomington, MN 28,86428.9k $1.3m $1.3m 0.64% Added +5.4k +5,421
65 WealthShield Partners, LLC 0.14% of their portfolio CARY, NC 27,80927.8k $1.3m $1.3m 0.14% Added +4.0k +4,021
66 Advyzon Investment Management, LLC 0.11% of their portfolio LISLE, IL 26,79626.8k $1.2m $1.2m 0.11% Added +21.4k +21,395
67 LiftPoint Family Wealth Advisors LLC 1.00% of their portfolio FAR HILLS, NJ 26,79626.8k $1.2m $1.2m 1.00% Reduced -57 -57
68 Landmark Wealth Management, LLC 0.32% of their portfolio MELVILLE, NY 26,37226.4k $1.2m $1.2m 0.32% Added +5.9k +5,861
69 Summit Investment Advisory Services, LLC 0.43% of their portfolio ROSEVILLE, MN 25,35625.4k $1.1m $1.1m 0.43% Added +2.4k +2,434
70 Park Capital Management, LLC / WI 1.08% of their portfolio Madison, WI 24,44924.4k $1.1m $1.1m 1.08% Added +1.3k +1,281
71 Mayfair Advisory Group, LLC 0.37% of their portfolio BIRMINGHAM, AL 23,71823.7k $1.1m $1.1m 0.37% Added +11.0k +11,018
72 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 21,89321.9k $988.9k $988.9k 0.00% New
73 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 21,78921.8k $984.2k $984.2k 0.01% Reduced -345 -345
74 TrueWealth Advisors, LLC 0.23% of their portfolio BIRMINGHAM, AL 20,04420.0k $905.4k $905.4k 0.23% Added +8.6k +8,614
75 High Net Worth Advisory Group LLC 0.21% of their portfolio NAPLES, FL 20,00020.0k $903.4k $903.4k 0.21% Unchanged
76 Lineweaver Wealth Advisors, LLC 0.11% of their portfolio VALLEY VIEW, OH 18,87218.9k $852.5k $852.5k 0.11% New
77 BAM Wealth Management, LLC 0.60% of their portfolio LAKEWOOD, CO 17,79517.8k $803.8k $803.8k 0.60% Added +1.0k +1,031
78 DAHRING | CUSMANO LLC 0.49% of their portfolio NOVI, MI 17,57617.6k $793.9k $793.9k 0.49% Added +2.4k +2,383
79 Kelman-Lazarov, Inc. 0.11% of their portfolio MEMPHIS, TN 16,69716.7k $754.2k $754.2k 0.11% Unchanged
80 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 15,81215.8k $714.2k $714.2k 0.01% Added +8.8k +8,806
81 Beckerman Institutional, LLC 0.38% of their portfolio OCEAN GROVE, NJ 15,78715.8k $713.1k $713.1k 0.38% Unchanged
82 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 15,45215.5k $697.9k $697.9k 0.01% Reduced -1.0k -1,003
83 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 15,38015.4k $693.6k $693.6k 0.01% Added +4.5k +4,458
84 Worth Asset Management, LLC 0.25% of their portfolio DALLAS, TX 14,85014.8k $670.8k $670.8k 0.25% New
85 Gateway Wealth Partners, LLC 0.03% of their portfolio APPLETON, WI 14,70014.7k $664.0k $664.0k 0.03% New
86 Cornerstone Wealth Management, LLC 0.03% of their portfolio ST. PETERS, MO 13,87913.9k $626.9k $626.9k 0.03% Added +6.3k +6,298
87 Barnes Wealth Management Group, Inc 0.32% of their portfolio Bakersfield, CA 13,85713.9k $626.0k $626.0k 0.32% Added +920 +920
88 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 13,55013.6k $612.1k $612.1k 0.01% Unchanged
89 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 12,36512.4k $558.5k $558.5k 0.01% Added +3.8k +3,849
90 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 12,23512.2k $553.0k $553.0k 0.00% Added +2.2k +2,159
91 WETZEL INVESTMENT ADVISORS, INC. 0.22% of their portfolio INDIANAPOLIS, IN 12,00012.0k $542.0k $542.0k 0.22% Unchanged
92 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 11,90411.9k $537.7k $537.7k 0.00% Added +8.3k +8,314
93 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 11,48611.5k $518.8k $518.8k 0.00% Added +1.6k +1,636
94 Nikulski Financial, Inc. 0.12% of their portfolio BETTENDORF, IA 10,57710.6k $477.8k $477.8k 0.12% New
95 Hershey Financial Advisers, LLC 0.39% of their portfolio LANCASTER, PA 10,08310.1k $455.4k $455.4k 0.39% New
96 AVAII WEALTH MANAGEMENT, LLC 0.16% of their portfolio APPLETON, WI 10,06210.1k $454.5k $454.5k 0.16% Added +1.3k +1,270
97 Pure Financial Advisors, LLC 0.01% of their portfolio SAN DIEGO, CA 9,2009.2k $415.6k $415.6k 0.01% Reduced -2.8k -2,750
98 Premier Path Wealth Partners, LLC 0.05% of their portfolio MADISON, NJ 8,6998.7k $392.9k $392.9k 0.05% Added +313 +313
99 Strategic Financial Concepts, LLC 0.09% of their portfolio SAN ANTONIO, TX 8,1768.2k $359.3k $359.3k 0.09% New
100 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 8,0938.1k $365.6k $365.6k 0.00% Reduced -507 -507