Vault-13

PIMCO ETF TR MINO

MUNI INCOME OPP · ETP · CUSIP 72201R635

166 institutional holders +22 vs Q1 2026
11,466,83011.5m shares reported held*
$524.9mreported value*
26 new 92 added 34 reduced 7 sold out net bought ≈ $134.0m (+2.9m 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 ($9.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $45.77.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 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: 144Q2 26: 166166Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026166

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q1 26: 110 bought or addedQ1 26: 36 cut or sold outQ2 26: 118 bought or addedQ2 26: 41 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244920
Q4 20245322
Q1 20256722
Q2 20256242
Q3 20256743
Q4 202510427
Q1 202611036
Q2 202611841

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +355,402+355.4k
MORGAN STANLEY Added +336,739+336.7k
CREATIVE FINANCIAL DESIGNS INC /ADV Added +314,688+314.7k
UNITED CAPITAL FINANCIAL ADVISORS, LLC New +306,171+306.2k
LPL Financial LLC Added +260,663+260.7k
True North Advisors, LLC New +140,914+140.9k
McAdam, LLC New +109,529+109.5k
COMMONWEALTH EQUITY SERVICES, LLC Added +92,728+92.7k
RAYMOND JAMES FINANCIAL INC Added +87,638+87.6k
GREAT VALLEY ADVISOR GROUP, INC. Added +83,881+83.9k

Biggest sellers

Independent Advisor Alliance Sold out -77,148-77.1k
Clarity Asset Management, Inc. Reduced -61,598-61.6k
FLOW TRADERS U.S. LLC Sold out -48,537-48.5k
Ascentis Independent Advisors Sold out -43,499-43.5k
JANE STREET GROUP, LLC Reduced -38,103-38.1k
Hedeker Wealth, LLC Reduced -33,616-33.6k
WealthShield Partners, LLC Sold out -27,809-27.8k
JPMORGAN CHASE & CO Reduced -27,732-27.7k
Destiny Wealth Partners, LLC Reduced -14,715-14.7k
CarsonAllaria Wealth Management, Ltd. Reduced -13,145-13.1k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,328,9861.3m $60.8m $60.8m 0.01% Added +260.7k +260,663
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 851,522851.5k $39.0m $39.0m 0.01% Added +355.4k +355,402
3 Cardinal Point Capital Management ULC 1.53% of their portfolio TORONTO, A6 589,978590.0k $27.0m $27.0m 1.53% Added +4.2k +4,200
4 GREAT VALLEY ADVISOR GROUP, INC. 0.42% of their portfolio WILMINGTON, DE 576,657576.7k $26.4m $26.4m 0.42% Added +83.9k +83,881
5 NewEdge Advisors, LLC 0.06% of their portfolio NEW ORLEANS, LA 456,505456.5k $20.9m $20.9m 0.06% Added +47.3k +47,330
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 439,710439.7k $20.1m $20.1m 0.00% Added +336.7k +336,739
7 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 342,445342.4k $15.7m $15.7m 0.00% Added +87.6k +87,638
8 CREATIVE FINANCIAL DESIGNS INC /ADV 0.70% of their portfolio KOKOMO, IN 319,021319.0k $14.6m $14.6m 0.70% Added +314.7k +314,688
9 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.08% of their portfolio IRVING, TX 306,171306.2k $14.0m $14.0m 0.08% New
10 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 286,220286.2k $13.1m $13.1m 0.01% Reduced -10.4k -10,385
11 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 276,685276.7k $12.7m $12.7m 0.02% Added +92.7k +92,728
12 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 265,862265.9k $12.2m $12.2m 0.01% Added +53.3k +53,255
13 GeoWealth Management, LLC 0.30% of their portfolio CHICAGO, IL 210,199210.2k $9.6m $9.6m 0.30% Added +50.4k +50,396
14 Asio Capital, LLC 1.16% of their portfolio LEXINGTON, KY 198,403198.4k $9.1m $9.1m 1.16% Added +9.6k +9,604
15 CARY STREET PARTNERS FINANCIAL LLC 0.17% of their portfolio RICHMOND, VA 173,561173.6k $7.9m $7.9m 0.17% Added +7.7k +7,650
16 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 170,345170.3k $7.8m $7.8m 0.01% Reduced -2.6k -2,572
17 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 156,671156.7k $7.2m $7.2m 0.01% Added +22.4k +22,413
18 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 148,702148.7k $6.8m $6.8m 0.01% Added +32.4k +32,387
19 CarsonAllaria Wealth Management, Ltd. 2.88% of their portfolio GLEN CARBON, IL 145,036145.0k $6.6m $6.6m 2.88% Reduced -13.1k -13,145
20 True North Advisors, LLC 0.62% of their portfolio Dallas, TX 140,914140.9k $6.4m $6.4m 0.62% New
21 Bridgewealth Advisory Group, LLC 1.17% of their portfolio Fresno, CA 135,671135.7k $6.2m $6.2m 1.17% Added +5.4k +5,401
22 Tortoise Investment Management, LLC 0.43% of their portfolio WHITE PLAINS, NY 126,080126.1k $5.8m $5.8m 0.43% Added +16.2k +16,190
23 Sprinkle Financial Consultants LLC 2.20% of their portfolio LITTLETON, CO 122,760122.8k $5.6m $5.6m 2.20% Added +24.0k +24,022
24 SITTNER & NELSON, LLC 1.74% of their portfolio EUGENE, OR 120,969121.0k $5.5m $5.5m 1.74% Added +16.9k +16,891
25 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 114,031114.0k $5.2m $5.2m 0.00% Added +43.7k +43,661
26 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 109,972110.0k $5.0m $5.0m 0.01% Added +53.5k +53,469
27 McAdam, LLC 0.19% of their portfolio Philadelphia, PA 109,529109.5k $5.0m $5.0m 0.19% New
28 Able Wealth Management LLC 1.03% of their portfolio Toms River, NJ 98,00098.0k $4.5m $4.5m 1.03% Added +16.9k +16,853
29 Waterway Wealth Management, LLC 0.87% of their portfolio THE WOODLANDS, TX 92,91792.9k $4.3m $4.3m 0.87% Added +1.5k +1,479
30 Paulson Wealth Management Inc. 0.87% of their portfolio West Palm Beach, FL 90,06590.1k $4.1m $4.1m 0.87% Reduced -2.4k -2,354
31 Sterling Investment Advisors, Ltd. 0.66% of their portfolio BERWYN, PA 85,92585.9k $3.9m $3.9m 0.66% Added +27.4k +27,385
32 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 77,76877.8k $3.6m $3.6m 0.01% Added +29.2k +29,190
33 Evergreen Wealth Partners LLC 2.13% of their portfolio KALISPELL, MT 77,40777.4k $3.5m $3.5m 2.13% Added +2.4k +2,419
34 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 76,78076.8k $3.5m $3.5m 0.01% Added +64.9k +64,876
35 AssuredPartners Investment Advisors, LLC 0.33% of their portfolio Tampa, FL 74,95375.0k $3.4m $3.4m 0.33% Added +1.7k +1,688
36 RFG Advisory, LLC 0.05% of their portfolio BIRMINGHAM, AL 74,21774.2k $3.4m $3.4m 0.05% Added +42.2k +42,248
37 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 74,21374.2k $3.4m $3.4m 0.02% Added +27.4k +27,350
38 Vise Technologies, Inc. 0.04% of their portfolio NEW YORK, NY 72,49872.5k $3.3m $3.3m 0.04% New
39 CreativeOne Wealth, LLC 0.07% of their portfolio OVERLAND PARK, KS 68,28968.3k $3.1m $3.1m 0.07% Added +6.4k +6,378
40 Geneos Wealth Management Inc. 0.06% of their portfolio ENGLEWOOD, CO 64,93764.9k $3.0m $3.0m 0.06% Added +749 +749
41 Dakota Wealth Management 0.06% of their portfolio PALM BEACH GARDENS, FL 64,51864.5k $3.0m $3.0m 0.06% Added +10.7k +10,675
42 Prasad Wealth Partners, LLC 0.70% of their portfolio INDEPENDENCE, OH 63,96464.0k $2.9m $2.9m 0.70% New
43 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 63,15963.2k $2.9m $2.9m 0.00% Added +26.5k +26,504
44 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 62,95963.0k $2.9m $2.9m 0.00% Added +5.8k +5,808
45 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 61,89761.9k $2.8m $2.8m 0.00% Reduced -38.1k -38,103
46 Visionary Wealth Advisors 0.11% of their portfolio O'FALLON, IL 60,76160.8k $2.8m $2.8m 0.11% Reduced -9.5k -9,481
47 Mason & Associates, LLC 0.52% of their portfolio NEWPORT NEWS, VA 54,50854.5k $2.5m $2.5m 0.52% Added +7.7k +7,685
48 PAX Financial Group, LLC 0.36% of their portfolio SAN ANTONIO, TX 52,53452.5k $2.4m $2.4m 0.36% Added +3.1k +3,148
49 Econ Financial Services Corp 1.11% of their portfolio HARRISBURG, PA 52,07852.1k $2.4m $2.4m 1.11% Added +16.0k +15,957
50 Integrity Wealth Solutions LLC 0.88% of their portfolio DENVER, CO 51,93851.9k $2.4m $2.4m 0.88% Added +7.4k +7,358
51 Arrowroot Family Office, LLC 0.67% of their portfolio MARINA DEL REY, CA 51,41551.4k $2.4m $2.4m 0.67% Added +292 +292
52 Laurel Wealth Planning LLC 1.03% of their portfolio EDINA, MN 50,81850.8k $2.3m $2.3m 1.03% Added +563 +563
53 Wayfinding Financial, LLC 0.83% of their portfolio LYNNWOOD, WA 48,06148.1k $2.2m $2.2m 0.83% Added +2.4k +2,406
54 Quadcap Wealth Management, LLC 0.21% of their portfolio Frisco, TX 47,61847.6k $2.2m $2.2m 0.21% Reduced -1.5k -1,497
55 ProVise Management Group, LLC 0.14% of their portfolio CLEARWATER, FL 46,00146.0k $2.1m $2.1m 0.14% Added +9.2k +9,155
56 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 45,35245.4k $2.1m $2.1m 0.00% Added +23.5k +23,459
57 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 41,30941.3k $1.9m $1.9m 0.00% Reduced -6.1k -6,115
58 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 41,28241.3k $1.9m $1.9m 0.01% Added +12.1k +12,070
59 BCS Wealth Management 0.34% of their portfolio JOHNSON CITY, TN 40,77340.8k $1.9m $1.9m 0.34% Reduced -798 -798
60 Canvas Wealth Advisors, LLC 0.25% of their portfolio SHAWNEE, KS 39,25039.2k $1.8m $1.8m 0.25% Reduced -5.6k -5,595
61 Copper Harbor Investment Advisors, LLC 0.37% of their portfolio APPLETON, WI 38,22638.2k $1.7m $1.7m 0.37% First filing
62 Elequin Capital, LP 0.06% of their portfolio NEW YORK, NY 36,51136.5k $1.7m $1.7m 0.06% New
63 Cornerstone Wealth Management, LLC 0.07% of their portfolio ST. PETERS, MO 35,42035.4k $1.6m $1.6m 0.07% Added +21.5k +21,541
64 Optimus Capital Advisors, LLC 0.87% of their portfolio Coppel, TX 35,27835.3k $1.6m $1.6m 0.87% New
65 GatePass Capital, LLC 0.60% of their portfolio INDEPENDENCE, OH 34,17734.2k $1.6m $1.6m 0.60% New
66 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 33,36233.4k $1.5m $1.5m 0.01% Added +4.2k +4,238
67 Mayfair Advisory Group, LLC 0.44% of their portfolio BIRMINGHAM, AL 32,91132.9k $1.5m $1.5m 0.44% Added +9.2k +9,193
68 VIAWEALTH, LLC 0.74% of their portfolio Leawood, KS 32,18232.2k $1.5m $1.5m 0.74% Reduced -868 -868
69 Vestmark Advisory Solutions, Inc. 0.01% of their portfolio Wakefield, MA 31,93031.9k $1.5m $1.5m 0.01% New
70 Freedom Investment Management, Inc. 0.38% of their portfolio SOUTH WINDSOR, CT 29,90629.9k $1.4m $1.4m 0.38% Reduced -12 -12
71 Trademark Financial Management, LLC 0.56% of their portfolio Bloomington, MN 29,79329.8k $1.4m $1.4m 0.56% Added +929 +929
72 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 29,63029.6k $1.4m $1.4m 0.00% New
73 LiftPoint Family Wealth Advisors LLC 0.88% of their portfolio FAR HILLS, NJ 28,49828.5k $1.3m $1.3m 0.88% Added +1.7k +1,702
74 BAM Wealth Management, LLC 0.80% of their portfolio LAKEWOOD, CO 28,10528.1k $1.3m $1.3m 0.80% Added +10.3k +10,310
75 Summit Investment Advisory Services, LLC 0.31% of their portfolio ROSEVILLE, MN 27,31927.3k $1.3m $1.3m 0.31% Added +2.0k +1,963
76 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 26,74826.7k $1.2m $1.2m 0.01% Added +11.4k +11,368
77 Clarity Asset Management, Inc. 0.59% of their portfolio AMES, IA 26,47126.5k $1.2m $1.2m 0.59% Reduced -61.6k -61,598
78 Landmark Wealth Management, LLC 0.29% of their portfolio MELVILLE, NY 26,09426.1k $1.2m $1.2m 0.29% Reduced -278 -278
79 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 25,55525.6k $1.2m $1.2m 0.01% Added +3.8k +3,766
80 Park Capital Management, LLC / WI 0.68% of their portfolio Madison, WI 25,20925.2k $1.2m $1.2m 0.68% Added +760 +760
81 COFG Advisors, LLC 0.19% of their portfolio OAK BROOK, IL 23,50923.5k $1.1m $1.1m 0.19% New
82 Advyzon Investment Management, LLC 0.07% of their portfolio LISLE, IL 21,74521.7k $995.1k $995.1k 0.07% Reduced -5.1k -5,051
83 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 21,72521.7k $993.5k $993.5k 0.00% New
84 DAHRING | CUSMANO LLC 0.51% of their portfolio NOVI, MI 21,27321.3k $973.4k $973.4k 0.51% Added +3.7k +3,697
85 TrueWealth Advisors, LLC 0.22% of their portfolio BIRMINGHAM, AL 21,05221.1k $963.3k $963.3k 0.22% Added +1.0k +1,008
86 Lineweaver Wealth Advisors, LLC 0.11% of their portfolio VALLEY VIEW, OH 20,58020.6k $941.8k $941.8k 0.11% Added +1.7k +1,708
87 High Net Worth Advisory Group LLC 0.19% of their portfolio NAPLES, FL 20,00020.0k $915.2k $915.2k 0.19% Unchanged
88 Destiny Wealth Partners, LLC 0.12% of their portfolio TAVARES, FL 19,17219.2k $859.3k $859.3k 0.12% Reduced -14.7k -14,715
89 Hedeker Wealth, LLC 0.16% of their portfolio Lincolnshire, IL 18,13418.1k $829.8k $829.8k 0.16% Reduced -33.6k -33,616
90 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 18,05618.1k $826.2k $826.2k 0.01% Added +10.8k +10,824
91 Carolina Wealth Management Inc 0.36% of their portfolio GREENVILLE, NC 17,17417.2k $785.9k $785.9k 0.36% First filing
92 AdvisorNet Financial, Inc 0.04% of their portfolio MINNETONKA, MN 16,94316.9k $775.3k $775.3k 0.04% Added +10.9k +10,882
93 Kelman-Lazarov, Inc. 0.10% of their portfolio MEMPHIS, TN 16,69716.7k $764.1k $764.1k 0.10% Unchanged
94 Strategic Financial Concepts, LLC 0.22% of their portfolio SAN ANTONIO, TX 15,80215.8k $723.1k $723.1k 0.22% Added +7.6k +7,626
95 Beckerman Institutional, LLC 0.34% of their portfolio OCEAN GROVE, NJ 15,67715.7k $717.4k $717.4k 0.34% Reduced -110 -110
96 PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 0.17% of their portfolio HUNTINGDON VALLEY, PA 14,81114.8k $677.8k $677.8k 0.17% Added +7.8k +7,760
97 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 14,56914.6k $666.7k $666.7k 0.01% Reduced -883 -883
98 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 14,34214.3k $656.3k $656.3k 0.01% Added +2.0k +1,977
99 Barnes Wealth Management Group, Inc 0.30% of their portfolio Bakersfield, CA 14,24614.2k $651.9k $651.9k 0.30% Added +389 +389
100 CLEAR INVESTMENT RESEARCH, LLC 1.01% of their portfolio ALPHARETTA, GA 14,17114.2k $648.5k $648.5k 1.01% New