Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund meliputi Great Valley Advisor Group, Inc., Rsm Us Wealth Management Llc, Duncan Williams Asset Management, LLC, dan Crewe Advisors LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Evensky & Katz LLC | 22,231 | 242.07 | 2 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 593,470 | 6.59 | 57,751 | 7.19 | ||||
| 2025-04-22 | 13F | Atticus Wealth Management, Llc | 0 | 0 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 10,607 | 0.50 | 1,032 | 1.08 | ||||
| 2025-07-16 | 13F | Novem Group | 128,037 | 6.67 | 12,459 | 7.27 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 183 | 18 | ||||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 37,432 | 17.18 | 3,643 | 17.83 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 3,915 | 0.98 | 381 | 1.33 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2,145 | 20.91 | 209 | 21.64 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 110,127 | 1.94 | 10,716 | 2.51 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 28 | 1,300.00 | 3 | |||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 226,609 | 2.39 | 22,052 | 2.96 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 18,778 | 30.29 | 1,827 | 31.06 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 4,590 | 38.71 | 447 | 39.38 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 10,755 | 8.42 | 1,047 | 9.07 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 2,358 | 721.60 | 229 | 748.15 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 57,316 | 5.13 | 5,580 | 5.78 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 2,818 | 8.93 | 274 | 9.60 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 30,663 | 229.78 | 2,984 | 231.81 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 16,191 | 15.63 | 1,576 | 16.32 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5,043 | 22.70 | 491 | 23.43 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3,784 | 368 | ||||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 415,439 | 1.23 | 40,426 | 1.80 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 23 | 2 | ||||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 110,127 | 1.94 | 10,716 | 2.51 | ||||
| 2025-08-11 | 13F | Cannon Advisors, Inc. | 18,947 | 3.45 | 1,844 | 4.06 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 370,962 | 2.01 | 36,098 | 2.58 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 19,238 | 98.86 | 1,872 | 100.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 8,930 | 103.14 | 1 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 22,474 | 8.92 | 2,187 | 9.52 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 289 | 1.05 | 28 | 3.70 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 2,295 | 223 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 388,600 | 37,814 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 51,186 | 8.86 | 4,960 | 9.23 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 12,343 | 1,201 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 91,857 | 1.97 | 8,939 | 2.54 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 110,360 | 20.12 | 10,739 | 20.80 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 108,389 | 10,547 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10,378 | 0.53 | 1,006 | 0.70 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 34,003 | 0.72 | 3,309 | 1.29 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 80,536 | 2.87 | 8 | 0.00 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | 0 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 16,243 | 24.39 | 2 | 0.00 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 7,723 | 30.04 | 752 | 30.84 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 167,470 | 2.85 | 16,296 | 3.43 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 42,725 | 6.98 | 4,158 | 7.58 | ||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 33,056 | 0.40 | 3,217 | 0.97 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 4,995 | 24.10 | 486 | 24.94 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 22,309 | 2.26 | 2,171 | 2.79 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 12,924,231 | 9,829.95 | 133 | -98.94 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11,084 | 37.74 | 1,079 | 40.92 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 5,674 | 54.60 | 552 | 55.49 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 22,299 | 1.19 | 2,170 | 1.74 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 41,000 | 17.44 | 3,990 | 18.09 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 8,452 | 10.85 | 822 | 11.53 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 380,738 | 8.40 | 37,050 | 9.00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 4,053 | 394 | ||||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 227,261 | 2.46 | 22,115 | 3.03 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 523 | 51 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 70,210 | 852.13 | 7 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 835,200 | 17.47 | 81,273 | 18.12 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 17,781 | 44.06 | 1,730 | 44.89 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 76,936 | 0.38 | 7,487 | 0.93 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 12,963 | 13.49 | 1,261 | 14.12 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 144,274 | 12.44 | 14,039 | 13.07 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 2,780 | 29.48 | 271 | 30.43 | ||||
| 2025-07-24 | 13F | Lindenwold Advisors | 57,420 | 12.63 | 5,588 | 13.26 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3,976 | 51.41 | 387 | 51.97 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 81 | 8 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 14,316 | 16.35 | 1,393 | 17.06 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1,867 | 1.41 | 182 | 1.69 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 97,552 | 0.35 | 9,493 | 0.91 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 1,336 | 16.07 | 130 | 17.12 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 62,696 | 8.31 | 6,101 | 8.91 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6,632 | 380.58 | 645 | 392.37 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 61,041 | 17.42 | 5,940 | 18.07 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 8,110 | 0.72 | 789 | 3.14 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 21,691 | 3.67 | 2,111 | 4.25 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 37,601 | 9.36 | 3,659 | 9.95 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 61,577 | 0.95 | 5,992 | 1.52 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 3,015 | 0.40 | 293 | 1.03 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4,764 | 0.68 | 464 | 1.31 |
