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Get Institutions for : 
Pimco ETF Trust (STPZ)  
$51.27 0.13 (0.24%) as of 4:30 Thu 5/2


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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  : 
0.80 (1.58%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1491 - 2023-12-31 1,240,336 $63,443,000 -206,728
   BANK OF AMERICA CORP /DE/ 1175 - 2023-12-31 932,117 $47,678,000 -238,257
   Ameritas Advisory Services LLC 9 - 2023-12-31 536,166 $27,425,000 -278,985
   LPL FINANCIAL CORP 965 - 2023-12-31 319,833 $16,359,000 -1,126
   WELLS FARGO & CO/MN 1237 - 2023-12-31 291,535 $14,912,000 -132,974
   AMERIPRISE FINANCIAL INC 1438 - 2023-12-31 288,100 $14,736,000 -178,042
   ROYAL BANK OF CANADA 1374 - 2023-12-31 226,358 $11,579,000 -68,535
   TIAA FSB 169 - 2023-06-30 199,378 $10,029,000 -11,244
   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
   ENVESTNET ASSET MANAGEMENT INC 1626 - 2023-12-31 143,732 $7,352,000 -17,012
   Beacon Pointe Advisors LLC 212 - 2023-12-31 139,650 $7,143,000 -15,575
   Archvest Wealth Advisors Inc. 6 - 2023-12-31 106,947 $5,470,000 -6,588
   Lutz Financial Services LLC 41 - 2023-12-31 97,127 $4,968,000 -5,563
   JANE STREET GROUP LLC 1707 - 2023-12-31 76,907 $3,934,000 -407,483
   COMMONWEALTH EQUITY SERVICES LLC. 1329 - 2023-12-31 65,639 $3,357,000 -6,307
   FLOW TRADERS U.S. LLC 149 - 2023-12-31 60,159 $3,077,000 -18,027
   Steward Partners Investment Advisory LLC 389 - 2023-12-31 60,028 $3,070,000 -2,783
   STIFEL FINANCIAL CORP 1395 - 2023-12-31 59,150 $3,026,000 -4,568
   BB&T CORP 1059 - 2023-12-31 57,800 $2,956,000 -4,830
   CAPTRUST FINANCIAL ADVISORS 758 - 2023-12-31 55,908 $2,860,000 -11,469
   InterOcean Capital Group LLC 138 - 2023-12-31 45,090 $2,306,000 -6,795
   Advisor Group Holdings Inc. 1771 - 2023-12-31 43,988 $2,250,000 -58,061
   Relative Value Partners Group LLC 111 - 2023-12-31 36,621 $1,873,000 -1,000
   Hudson Portfolio Management LLC 15 - 2023-12-31 36,313 $1,857,000 -2,350
   Sigma Planning Corp 165 - 2023-12-31 32,970 $1,686,000 -42,933
   J P MORGAN CHASE & CO 3115 - 2023-12-31 29,401 $1,504,000 -2,165
   CITADEL ADVISORS LLC 2612 - 2023-12-31 27,750 $1,419,000 -19,319
   Sowell Financial Services LLC - 2023-12-31 25,416 $1,300,000 -5,230
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1554 - 2024-03-31 25,062 $1,291,000 -2,244
   HANSON MCCLAIN, INC. 410 - 2024-03-31 19,160 $987,000 -1,599
   Burt Wealth Advisors 41 - 2024-03-31 16,812 $866,000 -663
   Grubman Wealth Management 43 - 2024-03-31 15,212 $783,000 -916
   MAS Advisors LLC 28 - 2023-12-31 14,897 $762,000 -3,157
   COMERICA BANK 1786 - 2023-12-31 11,700 $598,000 -2,797
   Vertex Planning Partners LLC 67 - 2023-12-31 11,565 $592,000 -424
   Archetype Wealth Partners LLC 52 - 2023-12-31 11,479 $587,000 -916
   WEALTH BUILDERS 153 - 2023-12-31 8,496 $435,000 -1,604
   Tyche Wealth Partners LLC 160 - 2024-03-31 7,903 $407,000 -1,460
   MERCER GLOBAL ADVISORS INC /ADV 1468 - 2023-12-31 7,626 $390,000 -792
   LINCOLN NATIONAL CORP 784 - 2023-12-31 7,090 $363,000 -4,650
   PFG Advisors 505 - 2023-12-31 5,381 $275,000 -3,026
   LWS Wealth Advisors Inc. 59 - 2023-12-31 4,633 $237,000 -358
   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
   EXCALIBUR MANAGEMENT CORP 147 - 2023-12-31 4,195 $215,000 -280
   Spire Wealth Management 820 - 2024-03-31 3,282 $169,000 -860
   CWM LLC 1796 - 2024-03-31 2,169 $112,000 -864
   PrairieView Partners LLC - 2023-12-31 477 $24,000 -251
   Focused Wealth Management Inc 460 - 2023-12-31 340 $17,000 -15
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2474 - 2023-12-31 281 $14,000 -169
  51 Records found
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