Institutional Ownership Pimco ETF Tr Municipal Income (MINO)
This table provides information about the institutional ownership of Pimco ETF Tr Municipal Income (MINO). We have compiled data on the 112 institutions that hold shares in the stock, with a total of 5.51 Million shares, which have been reported (via 13F filing form) to have a value of $251 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
515,829
shares
|
$23.5 Million
0.07% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
414,729
shares
|
$18.9 Million
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
381,976
shares
|
$17.4 Million
0.01% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
374,393
shares
|
$17 Million
5.01% of portfolio
|
Q2 2025
Added 34.06%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
284,748
shares
|
$13 Million
0.06% of portfolio
|
Q4 2024
Reduced 58.54%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
206,709
shares
|
$9.4 Million
0.01% of portfolio
|
Q2 2025
Added 25.88%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
192,720
shares
|
$8.76 Million
0.0% of portfolio
|
Q2 2025
Added 7.86%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
180,325
shares
|
$8.2 Million
0.02% of portfolio
|
Q2 2025
Added 43.17%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
173,656
shares
|
$7.9 Million
0.04% of portfolio
|
Q2 2025
Added 28.14%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
159,580
shares
|
$7.26 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
145,888
shares
|
$6.63 Million
3.59% of portfolio
|
Q2 2025
Added 32.25%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
143,132
shares
|
$6.51 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Asio Capital, LLC
|
Oct 16, 2025 Q3 2025 |
139,975
shares
|
$6.37 Million
1.05% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
115,153
shares
|
$5.24 Million
0.03% of portfolio
|
Q2 2025
Reduced 46.7%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
112,758
shares
|
$5.13 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
103,581
shares
|
$4.71 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
88,807
shares
|
$4.04 Million
2.34% of portfolio
|
Q2 2025
Reduced 41.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
85,456
shares
|
$3.89 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.89%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
66,506
shares
|
$3.02 Million
0.79% of portfolio
|
Q2 2025
Reduced 42.26%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
59,792
shares
|
$2.72 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
56,866
shares
|
$2.59 Million
0.14% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
49,783
shares
|
$2.26 Million
0.52% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
48,532
shares
|
$2.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 65.67%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
48,215
shares
|
$2.19 Million
0.0% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
Econ Financial Services Corp
|
Oct 21, 2025 Q3 2025 |
46,810
shares
|
$2.13 Million
1.14% of portfolio
|
Q3 2025
Reduced 0.12%
|