Who owns PIMCO ETF TR?
- Ticker: PMBS
- CUSIP Number: 72201r569
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Analyze quarterly positions in Pimco Etf Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Pimco Etf Tr stock
Who bought or sold PIMCO ETF TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Allianz Asset Management | 7.0M | $350M | 31% | Dec 2025 |
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| Orgel Wealth Management | 4.8M | $239M | 2% | Mar 2026 |
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| Advocacy Wealth Management Services | 1.3M | $64M | -4% | Dec 2025 |
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| CWM | 527k | $26M | 5% | Dec 2025 |
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| McNamara Financial Services | 445k | $22M | 2% | Mar 2026 |
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| Resources Investment Advisors | 423k | $21M | 97% | Dec 2025 |
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| LPL Financial | 296k | $15M | 23% | Dec 2025 |
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| Integrated Wealth Concepts | 239k | $12M | 6% | Dec 2025 |
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| Colony | 206k | $10M | 100% | Dec 2025 |
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| Raymond James Financial | 174k | $8.6M | 7% | Dec 2025 |
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| Cresta Advisors | 158k | $7.9M | 3% | Dec 2025 |
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| Goss Wealth Management | 112k | $5.5M | 146% | Dec 2025 |
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| Change Path | 90k | $4.5M | 45% | Dec 2025 |
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| Essex Financial Services | 79k | $3.9M | 109% | Dec 2025 |
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| Envestnet Asset Management | 76k | $3.8M | 45% | Dec 2025 |
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| Hollencrest Securities | 73k | $3.6M | 0% | Dec 2025 |
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| Sontag Advisory | 65k | $3.2M | -50% | Dec 2025 |
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| PAX Financial Group | 63k | $3.1M | 23% | Dec 2025 |
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| Econ Financial Services Corp | 56k | $2.8M | 100% | Dec 2025 |
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| Cambridge Investment Research Advisors | 55k | $2.8M | -2% | Dec 2025 |
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| Wayfinding Financial | 55k | $2.7M | 100% | Dec 2025 |
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| GeoWealth Management | 48k | $2.4M | 39% | Dec 2025 |
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| Commonwealth Equity Services | 43k | $2.1M | 28% | Dec 2025 |
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| Gillespie Robinson & Grimm | 33k | $1.7M | 100% | Mar 2026 |
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| WBI Investments | 28k | $1.4M | -6% | Dec 2025 |
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| Parr Mcknight Wealth Management Group | 28k | $1.4M | 65% | Dec 2025 |
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| BAM Wealth Management | 27k | $1.4M | 31% | Dec 2025 |
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| True Wealth Design | 24k | $1.2M | 100% | Mar 2026 |
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| Mariner Wealth Advisors | 21k | $1.1M | 100% | Dec 2025 |
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| Security Financial Services | 20k | $987k | 99% | Dec 2025 |
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| BCJ Capital Management | 19k | $950k | 259% | Dec 2025 |
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| Financial Synergies Wealth Advisors | 19k | $919k | 56% | Dec 2025 |
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| Maridea Wealth Management | 18k | $893k | 0% | Dec 2025 |
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| Miracle Mile Advisors | 17k | $843k | 18% | Mar 2026 |
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| Smith Partners Wealth Management | 17k | $841k | 100% | Dec 2025 |
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| RFG Advisory | 15k | $726k | 100% | Dec 2025 |
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| WCG Wealth Advisors | 14k | $698k | 100% | Dec 2025 |
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| Barnes Wealth Management Group | 14k | $686k | 2% | Dec 2025 |
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| Weaver Consulting Group | 13k | $642k | 0% | Dec 2025 |
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| Branch Banking & Trust Company | 11k | $561k | 111% | Dec 2025 |
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| Cetera Investment Advisers | 11k | $558k | 35% | Dec 2025 |
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| Mutual Advisors | 11k | $541k | 1% | Dec 2025 |
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| Fortis Group Advisors | 11k | $539k | 100% | Dec 2025 |
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| Milestone Asset Management | 9.7k | $484k | 44% | Dec 2025 |
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| Davenport & Co | 8.9k | $441k | 31% | Dec 2025 |
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| Sierra Capital | 8.5k | $424k | 0% | Dec 2025 |
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| WealthCare Investment Partners | 7.8k | $389k | 100% | Mar 2026 |
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| Mercer Global Advisors | 6.4k | $316k | 100% | Dec 2025 |
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| Huntington National Bank | 5.8k | $286k | -12% | Dec 2025 |
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| Donaldson Capital Management | 5.8k | $286k | 0% | Dec 2025 |
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| Envestnet Portfolio Solutions | 5.0k | $247k | 100% | Dec 2025 |
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| Columbia River Financial Group | 4.9k | $245k | 100% | Dec 2025 |
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| Essex Savings Bank | 4.2k | $209k | 100% | Dec 2025 |
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| Studio Investment Management | 4.1k | $203k | 100% | Dec 2025 |
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| Kestra Advisory Services | 3.7k | $184k | 100% | Dec 2025 |
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| Ritter Daniher Financial Advisory LLC / DE | 2.3k | $112k | 100% | Dec 2025 |
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| TD Capital Management | 1.9k | $93k | 63% | Dec 2025 |
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| Farther Finance Advisors | 1.7k | $85k | 719% | Mar 2026 |
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| Advisor Group Holdings | 871.00 | $43k | -75% | Dec 2025 |
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| IFP Advisors | 550.00 | $27k | 0% | Mar 2026 |
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| Rockefeller Capital Management | 459.00 | $23k | 100% | Dec 2025 |
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| Capital Investment Advisory Services | 420.00 | $21k | 100% | Dec 2025 |
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| Motiv8 Investments | 295.00 | $15k | 100% | Dec 2025 |
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| MAI Wealth Advisors | 164.00 | $8.1k | 0% | Dec 2025 |
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| Register Financial Advisors | 84.00 | $4.2k | 100% | Dec 2025 |
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| UBS Group | 69.00 | $3.4k | 0% | Dec 2025 |
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| AE Wealth Management | 17.00 | $845.000300 | 100% | Dec 2025 |
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Who sold out of Pimco Etf Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 1.6M | $80M |
| Seven Mile Advisory | Dec 2025 | 28k | $1.4M |
| Authentikos Wealth Advisory | Sep 2025 | 18k | $870k |
| Ameritas Advisory Services | Sep 2025 | 1.1k | $52k |
| Evolution Wealth Management | Sep 2025 | 65.00 | $3.2k |