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Get Institutions for : 
Pimco ETF Trust (STPZ)  
$51.58 0.06 (0.12%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 117    12
Total shares held : 
 7,657,385  
% of shares held : 
 6.22%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -23  
Amount of shares held : 
 -1,355,007  
% of shares held change : 
   -1.1%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $49.96  
Last Quarter's Ending Price : 
 $51.15  
Last Quarter's Average Price : 
 $50.47  
Change from last quarter's     
avg. price to the last closing  : 
1.11 (2.2%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 37,300
 0.49%
 
Increased Positions :
39
 615,078
 8.03%
 
Unchanged Positions :
23
 151,121
 1.97%
 
Decreased Positions :
50
-1,773,277
-23.16%
 
Closed Positions :
17
-234,108
-3.06%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 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 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
   MORGAN STANLEY 1621 - 2024-03-31 1,116,051 $57,477,000 -124,285
   BANK OF AMERICA CORP /DE/ 1416 - 2024-03-31 777,907 $40,062,000 -154,210
   Ameritas Advisory Services LLC 14 - 2024-03-31 613,628 $31,602,000 77,462
   Sawtooth Asset Management Inc. 29 - 2023-12-31 427,686 $21,876,000 68,617
   Simplicity WealthLLC 35 *New 2024-03-31 372,943 $19,207,000 372,943
   Bleakley Financial Group LLC 30 - 2024-03-31 372,943 $19,207,000 -54,743
   LPL FINANCIAL CORP 1067 - 2024-03-31 297,993 $15,347,000 -21,840
   WELLS FARGO & CO/MN 1309 - 2024-03-31 280,157 $14,428,000 -11,378
   ROYAL BANK OF CANADA 1327 - 2024-03-31 264,572 $13,625,000 38,214
   TIAA TRUST NATIONAL ASSOCIATION 164 - 2024-03-31 258,941 $13,335,000 3,490
   TIAA FSB 169 - 2023-06-30 199,378 $10,029,000 -11,244
   Pasadena Private Wealth LLC 14 *New 2024-03-31 169,338 $8,721,000 169,338
   GEORGIA BENNICAS DBA BENNICAS & ASSOCIATES 2 - 2022-12-31 158,825 $7,921,000 -35,315
   AJ WEALTH STRATEGIES LLC 47 - 2023-06-30 149,082 $7,499,000 -489
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 773 - 2024-03-31 144,416 $7,437,000 67,763
   Kelman-Lazarov Inc. 18 - 2024-03-31 141,834 $7,304,000 4,889
   ENVESTNET ASSET MANAGEMENT INC 1735 - 2024-03-31 138,027 $7,108,000 -5,705
   Beacon Pointe Advisors LLC 226 - 2024-03-31 136,160 $7,012,000 -3,490
   JANE STREET GROUP LLC 1110 - 2024-03-31 120,719 $6,217,000 43,812
   CLS INVESTMENT FIRM LLC 173 - 2022-12-31 123,789 $6,173,000 8,726
   Archvest Wealth Advisors Inc. 6 - 2024-03-31 102,420 $5,250,000 -4,527
   Lutz Financial Services LLC 43 - 2024-03-31 95,953 $4,942,000 -1,174
   AMERIPRISE FINANCIAL INC 2322 - 2024-03-31 94,343 $4,859,000 -193,757
   UBS Group AG 2232 - 2024-03-31 91,956 $4,736,000 -815
   Sigma Planning Corp 163 - 2024-03-31 79,419 $4,090,000 46,449
   CITADEL ADVISORS LLC 2054 - 2024-03-31 59,521 $3,065,000 31,771
   COMMONWEALTH EQUITY SERVICES LLC. 1471 - 2024-03-31 59,312 $3,055,000 -6,327
   Arbor Investment Advisors LLC 26 - 2024-03-31 55,648 $2,866,000 20,185
   STIFEL FINANCIAL CORP 1481 - 2024-03-31 55,072 $2,836,000 -4,078
   BB&T CORP 1114 - 2024-03-31 54,647 $2,814,000 -3,153
   QUANTITATIVE ADVANTAGE LLC 56 - 2023-03-31 50,952 $2,601,000 8,583
   GREAT VALLEY ADVISOR GROUP INC. 242 - 2024-03-31 47,214 $2,432,000 -36,626
   CAPTRUST FINANCIAL ADVISORS 729 - 2024-03-31 46,712 $2,406,000 -9,196
   InterOcean Capital Group LLC 145 - 2024-03-31 45,090 $2,322,000 0
   GOLDMAN SACHS GROUP INC/ 3193 - 2024-03-31 37,296 $1,921,000 13,418
   Relative Value Partners Group LLC 111 - 2024-03-31 36,621 $1,883,000 0
   Hudson Portfolio Management LLC 15 - 2023-12-31 36,313 $1,857,000 -2,350
   BUCKINGHAM ASSET MANAGEMENT, LLC 252 - 2024-03-31 35,713 $1,839,000 -3,447
   MML INVESTORS SERVICES LLC 1086 - 2024-03-31 35,063 $1,806,000 -194
   Advisor Group Holdings Inc. 1845 - 2024-03-31 31,536 $1,624,000 -12,452
   J P MORGAN CHASE & CO 3159 - 2024-03-31 27,978 $1,441,000 -1,423
   Gladstone Institutional Advisory LLC 264 - 2024-03-31 26,510 $1,365,000 1,646
   Concurrent Investment Advisors LLC 316 - 2024-03-31 26,505 $1,365,000 14,516
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1554 - 2024-03-31 25,062 $1,291,000 -2,244
   Essential Planning LLC. 20 - 2024-03-31 25,046 $1,281,000 0
   Lantern Wealth Advisors LLC 32 - 2024-03-31 24,060 $1,239,000 1,750
   Herold Advisors Inc. 101 - 2024-03-31 23,510 $1,211,000 1,200
   Steward Partners Investment Advisory LLC 753 - 2024-03-31 21,260 $1,095,000 -38,768
   Stratos Wealth Advisors LLC 321 - 2024-03-31 19,875 $1,024,000 1,982
   HANSON MCCLAIN, INC. 410 - 2024-03-31 19,160 $987,000 -1,599
   FIDUCIARY TRUST CO 360 - 2024-03-31 17,773 $915,000 -750
   YCMNET ADVISORS INC 125 - 2024-03-31 17,737 $913,000 1,386
   Burt Wealth Advisors 41 - 2024-03-31 16,812 $866,000 -663
   ALESCO ADVISORS LLC 95 - 2024-03-31 16,711 $861,000 0
   Sowell Financial Services LLC 368 - 2024-03-31 16,562 $853,000 -8,854
   Grubman Wealth Management 43 - 2024-03-31 15,212 $783,000 -916
   MAS Advisors LLC 29 - 2024-03-31 14,897 $767,000 0
   Eagle Strategies LLC 138 *New 2024-03-31 12,786 $658,000 12,786
   Kestra Advisory Services LLC 1528 - 2024-03-31 11,870 $611,000 -55,802
   Vertex Planning Partners LLC 73 - 2024-03-31 11,565 $596,000 0
   GOULD ASSET MANAGEMENT LLC /CA/ 81 - 2024-03-31 11,550 $595,000 -1,480
   Archetype Wealth Partners LLC 65 - 2024-03-31 11,479 $591,000 0
   Cherry Tree Wealth Management LLC 79 - 2024-03-31 10,925 $563,000 0
   COURAGE MILLER PARTNERS, LLC 57 - 2024-03-31 10,168 $524,000 0
   Rehmann Capital Advisory Group 315 - 2024-03-31 9,722 $501,000 0
   DIMENSION CAPITAL MANAGEMENT PARTNERS 66 - 2024-03-31 9,398 $484,000 0
   REGAL INVESTMENT ADVISORS, LLC 382 - 2024-03-31 8,521 $439,000 -442
   RAYMOND JAMES & ASSOCIATES 3111 - 2024-03-31 8,309 $428,000 368
   SYNOVUS FINANCIAL CORP 670 - 2024-03-31 8,000 $412,000 0
   Financial Advocates Investment Management 496 - 2024-03-31 7,983 $411,000 -218
   Tyche Wealth Partners LLC 160 - 2024-03-31 7,903 $407,000 -1,460
   Private Advisor Group LLC 1663 - 2024-03-31 7,510 $387,000 0
   LINCOLN NATIONAL CORP 856 - 2024-03-31 7,090 $365,000 0
   MERCER GLOBAL ADVISORS INC /ADV 1479 - 2024-03-31 6,713 $346,000 -913
   DIVERSIFIED TRUST CO 630 - 2024-03-31 6,330 $326,000 0
   Evanson Asset Management LLC 229 - 2024-03-31 6,306 $325,000 0
   Marathon Strategic Advisors LLC 14 - 2024-03-31 6,281 $323,000 -592
   Atria Wealth Solutions Inc. 1506 - 2024-03-31 6,200 $319,000 -200
   DELAP WEALTH ADVISORY LLC 185 - 2024-03-31 5,108 $263,000 -5,108
   HIGHTOWER ADVISORS, LLC 2738 - 2024-03-31 5,074 $261,000 -987
   ATWOOD & PALMER INC 130 - 2024-03-31 4,900 $252,000 0
   Columbus Macro LLC 158 - 2024-03-31 4,816 $248,000 0
   LWS Wealth Advisors Inc. 59 - 2023-12-31 4,633 $237,000 -358
   PEAPACK GLADSTONE FINANCIAL CORP 618 - 2024-03-31 4,560 $235,000 -870
   PFG Advisors 589 - 2024-03-31 4,535 $234,000 -846
   H D Vest Advisory Services 1442 - 2024-03-31 4,544 $234,000 387
   Krasney Financial LLC 257 - 2024-03-31 4,491 $231,000 -53
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3003 - 2024-03-31 4,366 $225,000 -14,826
   CFS Investment Advisory Services LLC 147 - 2024-03-31 4,257 $219,000 -102
   EXCALIBUR MANAGEMENT CORP 156 - 2024-03-31 3,955 $204,000 -240
   Spire Wealth Management 820 - 2024-03-31 3,282 $169,000 -860
   CWM LLC 1796 - 2024-03-31 2,169 $112,000 -864
   COMERICA BANK 2578 - 2024-03-31 1,700 $88,000 -10,000
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 338 *New 2024-03-31 950 $49,000 950
   PRINCIPAL SECURITIES INC. 1583 - 2024-03-31 917 $47,000 -95
   BLAIR WILLIAM & CO/IL 1633 - 2024-03-31 645 $33,000 0
   PrairieView Partners LLC 223 - 2024-03-31 477 $25,000 0
   Pinnacle Bank 521 - 2024-03-31 455 $23,000 0
   Cape Investment Advisory Inc. 508 - 2023-12-31 444 $23,000 355
   Federation des caisses Desjardins du Quebec 1615 - 2024-03-31 413 $21,000 0
  100 Records found
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