MINOPIMCO ETF TR
CUSIP 72201R635 · Yahoo Finance ↗ · Google Finance ↗
Pimco Etf Tr (MINO) has 143 institutional holders in Filings Flow’s 13F database, together reporting 8.72M shares worth $394M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Cardinal Point Capital Management Ulc, and Cwm, LLC.
Institutional Holders
143
Q1 2026
Reported Value
$394M
Ticker
MINO
Quarters Tracked
19
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| CarsonAllaria Wealth Management, Ltd.$202M AUM | 3.53% | $7M | 158.2K | Q1 2026 |
| Evergreen Wealth Partners LLC$131M AUM | 2.59% | $3M | 75.0K | Q1 2026 |
| Sprinkle Financial Consultants LLC$255M AUM | 2.06% | $4M | 98.7K | Q1 2026 |
| Clarity Asset Management, Inc.$198M AUM | 2.01% | $4M | 88.1K | Q1 2026 |
| SITTNER & NELSON, LLC$274M AUM | 1.72% | $5M | 104.1K | Q1 2026 |
| Cardinal Point Capital Management ULC$1.8B AUM | 1.62% | $26M | 585.8K | Q1 2026 |
| Bridgewealth Advisory Group, LLC$482M AUM | 1.22% | $6M | 130.3K | Q1 2026 |
| Asio Capital, LLC$712M AUM | 1.20% | $9M | 188.8K | Q1 2026 |
| Laurel Wealth Planning LLC$190M AUM | 1.20% | $2M | 50.3K | Q1 2026 |
| Park Capital Management, LLC / WI$170M AUM | 1.08% | $1M | 24.4K | Q1 2026 |
| LiftPoint Family Wealth Advisors LLC$121M AUM | 1.00% | $1M | 26.8K | Q1 2026 |
| Able Wealth Management LLC$374M AUM | 0.98% | $4M | 81.1K | Q1 2026 |
| Paulson Wealth Management Inc.$427M AUM | 0.98% | $4M | 92.4K | Q1 2026 |
| Waterway Wealth Management, LLC$452M AUM | 0.91% | $4M | 91.4K | Q1 2026 |
| VIAWEALTH, LLC$180M AUM | 0.83% | $1M | 33.0K | Q1 2026 |
| Integrity Wealth Solutions LLC$255M AUM | 0.79% | $2M | 44.6K | Q1 2026 |
| Arrowroot Family Office, LLC$302M AUM | 0.76% | $2M | 51.1K | Q1 2026 |
| Econ Financial Services Corp$215M AUM | 0.76% | $2M | 36.1K | Q1 2026 |
| Lokken Investment Group LLC$291M AUM | 0.67% | $2M | 43.4K | Q3 2025OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 0.65% | $1M | 32.3K | Q3 2025OLDER |
| Trademark Financial Management, LLC$204M AUM | 0.64% | $1M | 28.9K | Q1 2026 |
| SEVEN MILE ADVISORY$139M AUM | 0.62% | $4M | 80.2K | Q4 2025OLDER |
| BAM Wealth Management, LLC$134M AUM | 0.60% | $803,800 | 17.8K | Q1 2026 |
| Hedeker Wealth, LLC$474M AUM | 0.49% | $2M | 51.8K | Q1 2026 |
| DAHRING | CUSMANO LLC$163M AUM | 0.49% | $793,894 | 17.6K | Q1 2026 |
| Mason & Associates, LLC$437M AUM | 0.48% | $2M | 46.8K | Q1 2026 |
| Sterling Investment Advisors, Ltd.$552M AUM | 0.48% | $3M | 58.5K | Q1 2026 |
| Summit Investment Advisory Services, LLC$269M AUM | 0.43% | $1M | 25.4K | Q1 2026 |
| Tortoise Investment Management, LLC$1.2B AUM | 0.41% | $5M | 109.9K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.40% | $22M | 492.8K | Q1 2026 |
| Freedom Investment Management, Inc.$337M AUM | 0.40% | $1M | 29.9K | Q1 2026 |
| Hershey Financial Advisers, LLC$116M AUM | 0.39% | $455,449 | 10.1K | Q1 2026 |
| BCS Wealth Management$490M AUM | 0.38% | $2M | 41.6K | Q1 2026 |
| PAX Financial Group, LLC$586M AUM | 0.38% | $2M | 49.4K | Q1 2026 |
| Beckerman Institutional, LLC$188M AUM | 0.38% | $713,099 | 15.8K | Q1 2026 |
| Mayfair Advisory Group, LLC$286M AUM | 0.37% | $1M | 23.7K | Q1 2026 |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.36% | $3M | 73.3K | Q1 2026 |
| Canvas Wealth Advisors, LLC$588M AUM | 0.34% | $2M | 44.8K | Q1 2026 |
| SB Capital Management Inc$273M AUM | 0.34% | $916,370 | 20.2K | Q4 2025OLDER |
| Landmark Wealth Management, LLC$373M AUM | 0.32% | $1M | 26.4K | Q1 2026 |
| Barnes Wealth Management Group, Inc$197M AUM | 0.32% | $625,962 | 13.9K | Q1 2026 |
| Clear Point Advisors Inc.$129M AUM | 0.27% | $352,508 | 7.8K | Q4 2025OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.26% | $7M | 159.8K | Q1 2026 |
| Quadcap Wealth Management, LLC$879M AUM | 0.25% | $2M | 49.1K | Q1 2026 |
| Worth Asset Management, LLC$313M AUM | 0.25% | $670,775 | 14.8K | Q1 2026 |
| TrueWealth Advisors, LLC$444M AUM | 0.23% | $905,387 | 20.0K | Q1 2026 |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 0.22% | $542,040 | 12.0K | Q1 2026 |
| Mallini Complete Financial Planning LLC$140M AUM | 0.21% | $271,020 | 6.0K | Q1 2026 |
| High Net Worth Advisory Group LLC$429M AUM | 0.21% | $903,400 | 20.0K | Q1 2026 |
| Lionshead Wealth Management, LLC$136M AUM | 0.20% | $275,944 | 6.1K | Q1 2026 |
| Westwood Wealth Management$255M AUM | 0.20% | $260,589 | 5.7K | Q4 2025OLDER |
| Emergent Wealth Advisors, LLC$169M AUM | 0.19% | $326,444 | 7.2K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.19% | $7M | 165.9K | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.17% | $990,559 | 21.9K | Q4 2025OLDER |
| Nautilus Advisors LLC$146M AUM | 0.17% | $245,886 | 5.4K | Q1 2026 |
| Destiny Wealth Partners, LLC$914M AUM | 0.17% | $2M | 33.9K | Q1 2026 |
| Williams & Novak, LLC$151M AUM | 0.17% | $220,990 | 4.9K | Q1 2026 |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 0.16% | $454,486 | 10.1K | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.15% | $2M | 43.5K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.14% | $3M | 70.2K | Q1 2026 |
| WealthShield Partners, LLC$898M AUM | 0.14% | $1M | 27.8K | Q1 2026 |
| Smith Thornton Advisors LLC$199M AUM | 0.13% | $250,919 | 5.6K | Q1 2026 |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.13% | $171,736 | 3.8K | Q1 2026 |
| ProVise Management Group, LLC$1.4B AUM | 0.12% | $2M | 36.8K | Q1 2026 |
| Nikulski Financial, Inc.$405M AUM | 0.12% | $477,763 | 10.6K | Q1 2026 |
| Lineweaver Wealth Advisors, LLC$845M AUM | 0.11% | $852,458 | 18.9K | Q1 2026 |
| Advisor Resource Council$309M AUM | 0.11% | $354,946 | 7.9K | Q1 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.11% | $1M | 26.8K | Q1 2026 |
| Kelman-Lazarov, Inc.$698M AUM | 0.11% | $754,203 | 16.7K | Q1 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$349M AUM | 0.09% | $318,494 | 7.1K | Q1 2026 |
| Elequin Capital, LP$1.2B AUM | 0.09% | $1M | 26.6K | Q4 2025OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.09% | $359,281 | 8.2K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.07% | $83,887 | 1.9K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.07% | $3M | 64.2K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.06% | $3M | 61.9K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.06% | $25M | 544.6K | Q1 2026 |
| Crusonia Wealth Advisors LLC$485M AUM | 0.06% | $313,164 | 6.9K | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 0.06% | $778,721 | 17.6K | Q2 2025OLDER |
| Delta Investment Management, LLC$559M AUM | 0.05% | $300,968 | 6.7K | Q1 2026 |
| Dakota Wealth Management$4.6B AUM | 0.05% | $2M | 53.8K | Q1 2026 |
| Premier Path Wealth Partners, LLC$767M AUM | 0.05% | $392,934 | 8.7K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.05% | $13M | 281.3K | Q3 2025OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.05% | $202,949 | 4.5K | Q3 2025OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.04% | $107,223 | 2.4K | Q1 2026 |
| Breakwater Capital Group$833M AUM | 0.04% | $305,936 | 6.8K | Q1 2026 |
| ABLE Financial Group, LLC$511M AUM | 0.04% | $201,130 | 4.4K | Q4 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.04% | $3M | 77.1K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.03% | $9M | 203.6K | Q4 2025OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.03% | $626,931 | 13.9K | Q1 2026 |
| Harbor Group, Inc.$692M AUM | 0.03% | $216,455 | 4.8K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.03% | $311,357 | 6.9K | Q1 2026 |
| Camelot Portfolios, LLC$143M AUM | 0.03% | $45,320 | 1.0K | Q4 2025OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.03% | $1M | 32.0K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.03% | $664,000 | 14.7K | Q1 2026 |
| TECTONIC ADVISORS LLC$1.9B AUM | 0.02% | $453,200 | 10.0K | Q4 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.02% | $1M | 26.2K | Q3 2025OLDER |
| Semmax Financial Advisors Inc.$388M AUM | 0.02% | $86,351 | 2.0K | Q2 2025OLDER |
| Cornerstone Advisory, LLC$1.1B AUM | 0.02% | $206,840 | 4.6K | Q3 2025OLDER |
| 10Elms LLP$159M AUM | 0.02% | $24,708 | 547 | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.01% | $13M | 296.6K | Q1 2026 |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.01% | $232,323 | 5.1K | Q4 2025OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $298,845 | 6.6K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $3M | 59.8K | Q2 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $273,781 | 6.1K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $10M | 212.6K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $784,466 | 17.3K | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $2M | 46.9K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $714,249 | 15.8K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $48M | 1.07M | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $558,524 | 12.4K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $195,711 | 4.3K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $8M | 184.0K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $5M | 116.3K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $8M | 172.9K | Q1 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.01% | $20,372 | 451 | Q1 2026 |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $280,317 | 6.2K | Q4 2025OLDER |
| Briaud Financial Planning Inc$381M AUM | 0.01% | $24,000 | 546 | Q2 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $201,774 | 4.4K | Q4 2025OLDER |
| Lavaca Capital LLC$564M AUM | 0.01% | $48,745 | 1.1K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $212,219 | 4.7K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $984,223 | 21.8K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $612,054 | 13.6K | Q1 2026 |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.01% | $219,570 | 4.9K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 29.2K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $693,644 | 15.4K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $6M | 134.3K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $181,854 | 4.0K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 29.1K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $2M | 48.6K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $22M | 496.1K | Q1 2026 |
| Pure Financial Advisors, LLC$7.0B AUM | 0.01% | $415,564 | 9.2K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $697,948 | 15.5K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $69,426 | 1.5K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $326,649 | 7.2K | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $13,596 | 300 | Q4 2025OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.00% | $277,310 | 6.1K | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $12M | 254.8K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $225,037 | 5.0K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $236,346 | 5.2K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 70.4K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $518,823 | 11.5K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 57.2K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $24,603 | 546 | Q2 2025OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $46,535 | 1.0K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $537,693 | 11.9K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $365,582 | 8.1K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $91,966 | 2.0K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $339,427 | 7.5K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $325,179 | 7.2K | Q1 2026 |
| Owl Creek Wealth Partners LLC$281M AUM | 0.00% | $4,577 | 101 | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $988,907 | 21.9K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $228,096 | 5.0K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $5M | 100.0K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $227,341 | 5.0K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $347,424 | 7.7K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 47.4K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 36.7K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $82,269 | 1.9K | Q2 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $103,801 | 2.3K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $691,719 | 15.3K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $1M | 29.3K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $209,355 | 4.6K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $330,057 | 7.3K | Q1 2026 |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $29,903 | 662 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $432,164 | 9.5K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $3,704 | 82 | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $3,036 | 67 | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $14,635 | 324 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.