Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Pimco ETF Trust (ZROZ)  
$77.01 0.81 (1.06%) as of 4:30 Wed 6/5


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 111    0
Total shares held : 
6,028,977  
% of shares held : 
23.92%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  21  
Amount of shares held : 
457,309  
% of shares held change : 
  1.81%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$84.22  
Last Quarter's Ending Price : 
$79.25  
Last Quarter's Average Price
$78.91  
Change from last quarter's     
avg. price to the last closing  : 
1.90 (2.41%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
24
 787,604
 13.06%
 
Increased Positions :
45
 1,585,032
 26.29%
 
Unchanged Positions :
18
 36,896
 0.61%
 
Decreased Positions :
24
-1,726,345
-28.63%
 
Closed Positions :
24
-188,982
-3.13%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   STIFEL FINANCIAL CORP 452 - 2024-03-31 332,444 $26,346,000 46,674
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 288 - 2024-03-31 281,855 $22,337,000 81,376
   JANE STREET GROUP LLC 575 - 2024-03-31 204,403 $16,199,000 201,638
   GenWealth Group Inc. 11 - 2024-03-31 188,040 $14,902,000 98,433
   AMERIPRISE FINANCIAL INC 1714 - 2024-03-31 130,590 $10,330,000 14,114
   Financial Advocates Investment Management 38 - 2024-03-31 118,374 $9,381,000 34,446
   Goodman Advisory Group LLC 8 - 2024-03-31 116,526 $9,235,000 8,655
   Citizens Business Bank 10 - 2024-03-31 115,834 $9,180,000 4,094
   TIMBER CREEK CAPITAL MANAGEMENT LLC 20 - 2024-03-31 72,562 $5,751,000 455
   CITADEL ADVISORS LLC 1623 - 2024-03-31 69,090 $5,475,000 35,965
   ROYAL BANK OF CANADA 1965 - 2024-03-31 57,351 $4,546,000 1,271
   Toroso Investments LLC 271 - 2024-03-31 54,124 $4,289,000 54,124
   ENVESTNET ASSET MANAGEMENT INC 2085 - 2024-03-31 53,726 $4,258,000 51,311
   IHT Wealth Management LLC 124 - 2024-03-31 52,658 $4,173,000 43,478
   CONSILIO WEALTH ADVISORS LLC 12 - 2024-03-31 43,421 $3,441,000 7,272
   Resources Investment Advisors Inc. 272 - 2024-03-31 34,571 $2,740,000 1,500
   Provident Wealth Management LLC 23 - 2024-03-31 30,371 $2,407,000 3,825
   Cetera Investment Advisers 1424 - 2024-03-31 29,632 $2,348,000 26,488
   Advisor Group Holdings Inc. 1643 - 2024-03-31 26,994 $2,140,000 6,376
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1213 - 2024-03-31 26,947 $2,136,000 10,060
   Delos Wealth Advisors LLC 21 - 2024-03-31 21,923 $1,737,000 21,139
   MARINER WEALTH ADVISORS, LLC 1247 - 2024-03-31 19,161 $1,519,000 135
   PROSPERA FINANCIAL SERVICES 410 - 2023-12-31 15,003 $1,280,000 6,711
   BLAIR WILLIAM & CO/IL 810 - 2024-03-31 15,178 $1,203,000 1,368
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2039 - 2024-03-31 12,786 $1,013,000 5,678
   Private Advisor Group LLC 1282 - 2024-03-31 9,741 $772,000 273
   CENTAURUS FINANCIAL INC. 355 - 2024-03-31 7,273 $576,000 4,515
   ROMAN BUTLER FULLERTON & CO 117 - 2024-03-31 7,481 $535,000 950
   Atria Wealth Solutions Inc. 1288 - 2024-03-31 5,961 $472,000 943
   Foundations Investment Advisors LLC 534 - 2024-03-31 4,533 $359,000 240
   JONES FINANCIAL COMPANIES LLLP 372 - 2024-03-31 4,431 $351,000 2,845
   Arrowroot Family Office LLC 98 - 2024-03-31 4,000 $317,000 151
   CWM LLC 1338 - 2024-03-31 3,633 $288,000 1,810
   Newbridge Financial Services Group Inc. 150 - 2024-03-31 3,450 $273,000 170
   NATIONAL BANK OF CANADA /FI/ 1380 - 2024-03-31 1,326 $96,000 183
   West Branch Capital LLC 235 - 2024-03-31 209 $17,000 2

  36 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results