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Get Institutions for : 
PIMCO Intermediate Municipal Bond Active ETF (MUNI)  
$51.78 0.03 (0.06%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 246    16
Total shares held : 
 20,521,410  
% of shares held : 
 22.8%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   63  
Amount of shares held : 
 4,887,257  
% of shares held change : 
   5.43%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $49.76  
Last Quarter's Ending Price : 
 $52.80  
Last Quarter's Average Price : 
 $50.90  
Change from last quarter's     
avg. price to the last closing  : 
0.88 (1.73%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
35
 1,035,314
 5.05%
 
Increased Positions :
110
 4,739,465
 23.1%
 
Unchanged Positions :
38
 1,552,807
 7.57%
 
Decreased Positions :
63
-670,668
-3.27%
 
Closed Positions :
19
-216,854
-1.06%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1305 - 2023-12-31 1,535,790 $81,090,000 561,334
   CWM LLC 54 - 2024-03-31 1,336,560 $70,129,000 108,604
   LPL FINANCIAL CORP 412 - 2023-12-31 1,246,906 $65,837,000 151,274
   BANK OF AMERICA CORP /DE/ 1065 - 2023-12-31 1,123,817 $59,338,000 216,281
   WELLS FARGO & CO/MN 694 - 2023-12-31 918,569 $48,500,000 259,668
   BAILARD BIEHL & KAISER INC 14 - 2023-12-31 831,039 $43,879,000 806,344
   J P MORGAN CHASE & CO 1241 - 2023-12-31 700,596 $36,991,000 325,366
   UBS Group AG 813 - 2023-12-31 691,874 $36,531,000 260,902
   ENVESTNET ASSET MANAGEMENT INC 878 - 2023-12-31 508,907 $26,870,000 248,776
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 24 - 2023-12-31 415,728 $21,950,000 76,310
   MBL Wealth LLC 11 - 2024-03-31 400,017 $20,989,000 30,390
   GOELZER INVESTMENT MANAGEMENT, INC. 13 - 2023-12-31 287,499 $15,180,000 268,490
   FINANCIAL NETWORK 255 - 2023-12-31 275,909 $14,568,000 59,527
   SAND HILL ADVISORS INC/CA 29 - 2023-12-31 259,617 $13,708,000 242,119
   MCKINLEY CARTER WEALTH SERVICES, INC. 23 - 2024-03-31 259,518 $13,617,000 4,536
   RENAISSANCE TECHNOLOGIES LLC 870 - 2023-12-31 221,971 $11,720,000 221,971
   CLS INVESTMENT FIRM LLC 109 - 2022-12-31 195,022 $10,020,000 9,061
   Wealth Alliance Advisory Group LLC 13 - 2024-03-31 164,688 $8,641,000 14,809
   XML Financial LLC 30 - 2023-12-31 152,648 $8,060,000 12,132
   RAYMOND JAMES & ASSOCIATES 1318 - 2024-03-31 142,734 $7,489,000 4,657
   Capital Analysts Inc. 66 - 2023-12-31 135,355 $7,147,000 4,024
   Arden Trust Co 29 - 2024-03-31 132,352 $6,945,000 6,987
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 608 - 2024-03-31 126,441 $6,634,000 5,075
   ROYAL BANK OF CANADA 1759 - 2023-12-31 116,008 $6,126,000 10,129
   COMMONWEALTH EQUITY SERVICES LLC. 974 - 2023-12-31 115,520 $6,099,000 10,429
   Financial Synergies Wealth Advisors Inc. 20 - 2024-03-31 103,456 $5,428,000 21,191
   Goodwin Investment Advisory 8 - 2023-12-31 97,262 $5,135,000 79,401
   HPM Partners LLC - 2023-12-31 95,157 $5,039,000 11,214
   STEPHENSON NATIONAL BANK & TRUST 13 - 2024-03-31 94,056 $4,935,000 2,437
   Equita Financial Network Inc. 16 - 2023-12-31 92,938 $4,907,000 34,184
   BCS Wealth Management 16 - 2024-03-31 90,160 $4,731,000 16,831
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1173 - 2024-03-31 87,196 $4,575,000 14,785
   INTL FCSTONE INC. 39 - 2023-12-31 81,928 $4,332,000 5,356
   Kelman-Lazarov Inc. 23 - 2023-12-31 81,243 $4,290,000 52,947
   Rehmann Capital Advisory Group 52 - 2023-12-31 81,165 $4,286,000 12,203
   Visionary Wealth Advisors 89 - 2023-12-31 81,074 $4,281,000 8,390
   Beta Wealth Group Inc. 14 - 2023-12-31 79,800 $4,213,000 20,765
   CarsonAllaria Wealth Management Ltd. 11 - 2023-12-31 77,684 $4,102,000 4,217
   First International Bank & Trust 12 - 2024-03-31 75,160 $3,944,000 2,682
   TD CAPITAL MANAGEMENT LLC 39 - 2023-12-31 61,966 $3,272,000 6,774
   Goss Wealth Management LLC 486 - 2023-12-31 60,615 $3,170,000 4,541
   Prestige Wealth Management Group LLC 35 - 2024-03-31 55,810 $2,928,000 12,673
   ERn Financial LLC 48 - 2024-03-31 53,056 $2,784,000 903
   Arrowroot Family Office LLC 14 - 2023-12-31 51,304 $2,709,000 91
   Dynamic Advisors Solutions LLC 263 - 2024-03-31 50,652 $2,658,000 10,192
   PAX Financial Group LLC 45 - 2023-12-31 49,758 $2,607,000 39,776
   HANSON INVESTMENT MANAGEMENT 45 - 2024-03-31 46,669 $2,449,000 1,487
   IAM Advisory LLC 24 - 2024-03-31 44,277 $2,323,000 27,547
   Cyndeo Wealth Partners LLC 147 - 2024-03-31 42,504 $2,230,000 3,920
   McAdam LLC 83 - 2024-03-31 37,388 $1,962,000 144
   VALLEY NATIONAL ADVISERS INC 72 - 2024-03-31 36,327 $1,906,000 2,771
   MML INVESTORS SERVICES LLC 1033 - 2023-12-31 35,238 $1,861,000 3,967
   JANNEY CAPITAL MANAGEMENT LLC 122 - 2023-12-31 30,342 $1,602,000 11,130
   COMERICA BANK 1299 - 2023-12-31 29,632 $1,565,000 13,657
   Sequoia Financial Advisors LLC - 2023-12-31 29,104 $1,537,000 7,793
   Landmark Wealth Management LLC 37 - 2024-03-31 28,850 $1,514,000 5,223
   Patten Group Inc. 82 - 2024-03-31 28,142 $1,477,000 1,603
   Strategic Financial Group LLC - 2023-12-31 27,763 $1,466,000 4,347
   Legacy Capital Wealth Partners LLC 60 - 2023-12-31 26,264 $1,387,000 1,600
   IHT Wealth Management LLC 308 - 2023-12-31 26,041 $1,375,000 998
   NATIONAL ASSET MANAGEMENT, INC. 458 - 2023-12-31 24,650 $1,305,000 3,350
   Team Hewins LLC 61 - 2023-12-31 22,245 $1,178,000 22,245
   W.H. Cornerstone Investments Inc. 32 - 2023-12-31 21,058 $1,112,000 9,458
   H D Vest Advisory Services 671 - 2023-12-31 21,034 $1,111,000 2,074
   Kestra Advisory Services LLC 1063 - 2023-12-31 20,941 $1,106,000 9,740
   WAYNE HUMMER INVESTMENTS L.L.C. 167 - 2023-12-31 20,796 $1,098,000 361
   Integrated Wealth Concepts LLC 697 - 2023-12-31 20,342 $1,074,000 6,821
   AVAII WEALTH MANAGEMENT LLC 31 - 2023-12-31 19,316 $1,020,000 4,761
   Private Advisor Group LLC 1111 - 2023-12-31 18,847 $995,000 2,415
   LINCOLN NATIONAL CORP 458 - 2023-12-31 18,624 $983,000 14,139
   Inspire Advisors LLC 86 - 2023-12-31 18,556 $980,000 2,059
   VIAWEALTH LLC 39 - 2023-12-31 18,268 $965,000 1,359
   ROBINSON SMITH WEALTH ADVISORS LLC 27 - 2024-03-31 18,180 $954,000 255
   AdvisorNet Financial Inc 214 - 2024-03-31 17,692 $928,000 132
   GAMMA Investing LLC 104 - 2024-03-31 15,961 $837,000 6,477
   QUANTITATIVE ADVANTAGE LLC 94 - 2023-03-31 15,434 $807,000 1,617
   EisnerAmper Wealth Management Corporate Benefits L 47 - 2023-12-31 14,514 $766,000 6,133
   Syverson Strege & Co 31 - 2023-12-31 14,196 $750,000 4,983
   RAYMOND JAMES TRUST CO 555 - 2024-03-31 14,250 $748,000 2,650
   SUMMIT INVESTMENT ADVISORS INC 694 - 2023-12-31 13,474 $711,000 694
   Stratos Wealth Partners LTD. 753 - 2024-03-31 13,417 $704,000 4,585
   KINGFISHER CAPITAL LLC 101 - 2023-12-31 13,236 $699,000 659
   Madison Wealth Partners Inc 49 - 2023-12-31 12,962 $684,000 450
   BB&T CORP 1766 - 2023-12-31 12,942 $683,000 13
   NATIXIS ASSET MANAGEMENT ADVISORS LP 1317 - 2024-03-31 13,005 $682,000 396
   Fragasso Group Inc. 142 - 2024-03-31 12,630 $663,000 2,840
   Steward Partners Investment Advisory LLC 872 - 2023-12-31 12,446 $657,000 12,028
   ADVISORY SERVICES NETWORK, LLC 809 - 2023-12-31 11,576 $611,000 3,142
   JANNEY MONTGOMERY SCOTT LLC 1752 - 2023-12-31 11,337 $599,000 413
   ALPHAMARK ADVISORS LLC 68 - 2024-03-31 11,330 $594,000 900
   NEWMAN DIGNAN & SHEERAR, INC. 103 - 2023-12-31 10,987 $580,000 576
   Change Path LLC 337 - 2023-12-31 10,840 $572,000 1,931
   Breakwater Capital Group 140 - 2024-03-31 10,861 $570,000 320
   BARTLETT & CO. LLC 324 - 2023-12-31 10,740 $568,000 8,690
   BARTLETT & CO. WEALTH MANAGEMENT LLC 325 - 2023-12-31 10,740 $568,000 8,690
   Stratos Wealth Advisors LLC 432 - 2024-03-31 10,783 $566,000 13
   EP WEALTH ADVISORS, INC. 468 - 2023-12-31 10,640 $562,000 4,755
   PFG FINANCIAL ADVISORS 146 - 2024-03-31 10,401 $546,000 12
   LEVEL FOUR ADVISORY SERVICES LLC 445 - 2023-12-31 10,110 $534,000 4,783
   SILVER OAK SECURITIES Inc 266 - 2023-12-31 9,685 $511,000 7,513
  100 Records found
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