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Get Institutions for : 
Pimco ETF Trust (LTPZ)  
$54.25 0.23 (0.42%) as of 4:30 Fri 5/17


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 86    7
Total shares held : 
 5,299,814  
% of shares held : 
 77.14%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -5  
Amount of shares held : 
 1,944,836  
% of shares held change : 
   28.31%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $51.47  
Last Quarter's Ending Price : 
 $56.68  
Last Quarter's Average Price : 
 $53.12  
Change from last quarter's     
avg. price to the last closing  : 
1.13 (2.13%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 346,851
 6.54%
 
Increased Positions :
29
 2,311,978
 43.62%
 
Unchanged Positions :
17
 252,839
 4.77%
 
Decreased Positions :
27
-478,570
-9.03%
 
Closed Positions :
20
-235,423
-4.44%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Almanack Investment Partners LLC. 22 - 2024-03-31 112,919 $6,274,000 -36,096
   Yoder Wealth Management Inc. 7 - 2024-03-31 90,768 $5,043,000 -7,686
   Greenline Partners LLC 65 - 2023-12-31 33,849 $1,919,000 -2,778
   ROYAL BANK OF CANADA 2612 - 2023-12-31 32,866 $1,863,000 -42,872
   Iron Financial LLC 24 - 2024-03-31 31,768 $1,765,000 -2,571
   Nelson Van Denburg & Campbell Wealth Management Gr 237 - 2024-03-31 22,667 $1,259,000 -7,621
   LPL FINANCIAL CORP 3055 - 2024-03-31 19,394 $1,078,000 -21,865
   ENVESTNET ASSET MANAGEMENT INC 2924 - 2023-12-31 17,567 $996,000 -10,280
   Private Advisor Group LLC 1224 - 2024-03-31 15,542 $863,000 -75,719
   RAYMOND JAMES & ASSOCIATES 2785 - 2024-03-31 13,026 $724,000 -19,694
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 302 - 2024-03-31 11,964 $650,000 -1,438
   Integrated Wealth Concepts LLC 890 - 2023-12-31 11,347 $643,000 -67,552
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2116 - 2024-03-31 10,816 $601,000 -4,035
   Mutual Advisors LLC 678 - 2024-03-31 9,345 $519,000 -189
   Cetera Investment Advisers 1532 - 2023-12-31 7,974 $452,000 -99
   Bridge Advisory LLC 73 - 2024-03-31 7,691 $427,000 -14,548
   COMMONWEALTH EQUITY SERVICES LLC. 3165 - 2024-03-31 5,798 $322,000 -3,048
   Lido Advisors LLC 902 - 2023-12-31 5,449 $309,000 -1,131
   SIMPLEX TRADING LLC 852 - 2024-03-31 5,057 $280,000 -3,501
   Addison Capital Co 112 - 2024-03-31 4,393 $244,000 -381
   Advisor Group Holdings Inc. 4051 - 2024-03-31 2,220 $123,000 -2,497
   TIMBER CREEK CAPITAL MANAGEMENT LLC 82 - 2024-03-31 1,979 $110,000 -746
   CITADEL ADVISORS LLC 4775 - 2023-12-31 1,392 $79,000 -10,524
   CREATIVE FINANCIAL DESIGNS INC /ADV 633 - 2024-03-31 1,290 $72,000 -1,070
  24 Records found
  1    
  Page 1 of 1
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