PIMCO ETF TR
(72201R833)
Funds Reporting Holdings of PIMCO ETF TR according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Charles Schwab Investment Advisory Inc | 629,787 | $64,081k | Jun 30, 2019 | Aug 12, 2019 | |
The Rock Creek Group LP | 489,603 | $49,809k | Jun 30, 2019 | Aug 14, 2019 | |
Stadion Money Management LLC | 399,289 | $40,628k | Jun 30, 2019 | Aug 14, 2019 | |
Janney Capital Management LLC | 275,563 | $28,039k | Jun 30, 2019 | Jul 29, 2019 | |
Howland Capital Management LLC | 195,613 | $19,904k | Jun 30, 2019 | Jul 17, 2019 | |
HCR Wealth Advisors | 175,761 | $17,884k | Jun 30, 2019 | Jul 25, 2019 | |
Staley Capital Advisers Inc | 170,615 | $17,360k | Jun 30, 2019 | Aug 9, 2019 | |
Evermay Wealth Management LLC | 162,468 | $16,531k | Jun 30, 2019 | Jul 23, 2019 | |
Altfest L J & Co Inc | 150,994 | $15,364k | Jun 30, 2019 | Jul 15, 2019 | |
GM Advisory Group Inc | 146,054 | $14,861k | Jun 30, 2019 | Aug 9, 2019 | |
LVW Advisors LLC | 131,232 | $13,353k | Jun 30, 2019 | Aug 14, 2019 | |
Peak Asset Management LLC | 120,732 | $12,284k | Jun 30, 2019 | Aug 15, 2019 | |
Evensky & KATZ LLC | 107,236 | $10,890k | Mar 31, 2019 | Aug 6, 2019 | |
Kayne Anderson Rudnick Investment Management LLC | 95,710 | $9,738k | Jun 30, 2019 | Aug 14, 2019 | |
Uncommon Cents Investing LLC | 89,630 | $9,120k | Jun 30, 2019 | Jul 12, 2019 | |
Polaris Greystone Financial Group LLC | 88,030 | $8,938k | Jun 30, 2019 | Jul 25, 2019 | |
New England Private Wealth Advisors LLC | 84,574 | $8,605k | Jun 30, 2019 | Aug 8, 2019 | |
Wealthplan Partners Inc | 79,545 | $8,084k | Jun 30, 2019 | Aug 19, 2019 | |
Cottage Street Advisors LLC | 78,705 | $8,008k | Jun 30, 2019 | Aug 2, 2019 | |
Stokes Capital Advisors LLC | 77,107 | $7,846k | Jun 30, 2019 | Jul 15, 2019 | |
Green Square Capital LLC | 63,509 | $6,462k | Jun 30, 2019 | Aug 14, 2019 | |
Family Management Corporation | 63,198 | $6,430k | Jun 30, 2019 | Aug 14, 2019 | |
Wakefield Asset Management LLLP | 61,525 | $6,260k | Jun 30, 2019 | Aug 13, 2019 | |
Gratus Capital LLC | 60,645 | $6,171k | Jun 30, 2019 | Aug 7, 2019 | |
Wescap Management Group Inc | 59,543 | $6,058k | Jun 30, 2019 | Aug 6, 2019 | |
Valmark Advisers Inc | 59,153 | $6,019k | Jun 30, 2019 | Aug 7, 2019 | |
Foothills Asset Management Ltd | 58,586 | $5,961k | Jun 30, 2019 | Jul 17, 2019 | |
Somerset Group LLC | 55,128 | $5,609k | Jun 30, 2019 | Aug 12, 2019 | |
Palouse Capital Management Inc | 55,048 | $5,601k | Jun 30, 2019 | Aug 6, 2019 | |
BHK Investment Advisors LLC | 47,582 | $4,841k | Jun 30, 2019 | Aug 2, 2019 | |
Vontobel Swiss Wealth Advisors AG | 46,090 | $4,690k | Jun 30, 2019 | Aug 12, 2019 | |
Foundations Investment Advisors LLC | 39,539 | $4,015k | Jun 30, 2019 | Jul 8, 2019 | |
Glovista Investments LLC | 39,205 | $3,989k | Jun 30, 2019 | Aug 14, 2019 | |
Armor Investment Advisors LLC | 37,439 | $3,809k | Jun 30, 2019 | Aug 13, 2019 | |
Armor Advisors LLC | 37,439 | $3,809k | Jun 30, 2019 | Aug 13, 2019 | |
Kanawha Capital Management LLC | 36,613 | $3,725k | Jun 30, 2019 | Aug 21, 2019 | |
Cornerstone Advisory LLC | 36,229 | $3,686k | Jun 30, 2019 | Aug 8, 2019 | |
Harvest Capital Management Inc | 33,355 | $3,393k | Jun 30, 2019 | Aug 7, 2019 | |
ALPS Advisors Inc | 27,951 | $2,844k | Jun 30, 2019 | Aug 7, 2019 | |
Bridgeworth LLC | 27,286 | $2,776k | Jun 30, 2019 | Jul 25, 2019 | |
Access Financial Services Inc | 24,885 | $2,532k | Jun 30, 2019 | Jul 24, 2019 | |
Beese Fulmer Investment Management Inc | 22,483 | $2,288k | Jun 30, 2019 | Jul 5, 2019 | |
Clifford SWAN Investment Counsel LLC | 21,729 | $2,211k | Jun 30, 2019 | Aug 13, 2019 | |
1919 Investment Counsel LLC | 21,760 | $2,206k | Sep 30, 2014 | Nov 14, 2014 | |
Santori & Peters Inc | 21,016 | $2,138k | Jun 30, 2019 | Jul 30, 2019 | |
Fundx Investment Group LLC | 20,876 | $2,124k | Jun 30, 2019 | Aug 5, 2019 | |
KMS Financial Services Inc | 19,854 | $2,012k | Sep 30, 2014 | Nov 17, 2014 | |
Ausdal Financial Partners Inc | 19,053 | $1,939k | Jun 30, 2019 | Aug 5, 2019 | |
Legacy Financial Strategies LLC | 18,076 | $1,837k | Jun 30, 2019 | Jul 15, 2019 | |
Acorn Wealth Advisors LLC | 18,038 | $1,833k | Jun 30, 2019 | Aug 14, 2019 | |
Lombard Odier Transatlantic Limited | 13,150 | $1,333k | Sep 30, 2016 | Nov 14, 2016 | |
Leonard Rickey Investment Advisors PLLC | 12,381 | $1,260k | Jun 30, 2019 | Jul 10, 2019 | |
Toroso Investments LLC | 12,218 | $1,243k | Jun 30, 2019 | Aug 15, 2019 | |
Lexaurum Advisors LLC | 12,109 | $1,232k | Jun 30, 2019 | Jul 19, 2019 | |
Financial Sense Advisors Inc | 11,882 | $1,209k | Jun 30, 2019 | Aug 2, 2019 | |
Canal Capital Management LLC | 11,214 | $1,141k | Jun 30, 2019 | Jul 31, 2019 | |
The Fiduciary Group LLC | 10,871 | $1,106k | Jun 30, 2019 | Aug 14, 2019 | |
Quantitative Advantage LLC | 10,667 | $1,085k | Jun 30, 2019 | Aug 2, 2019 | |
Abbrea Capital LLC | 9,955 | $1,013k | Jun 30, 2019 | Jul 31, 2019 | |
Stratford Consulting LLC | 9,588 | $976k | Jun 30, 2019 | Aug 2, 2019 | |
DAY & Ennis LLC | 8,810 | $896k | Jun 30, 2019 | Aug 2, 2019 | |
Annex Advisory Services LLC | 8,206 | $835k | Jun 30, 2019 | Jul 18, 2019 | |
White Lighthouse Investment Management Inc | 7,150 | $728k | Jun 30, 2019 | Jul 31, 2019 | |
Research Affiliates LLC | 7,079 | $718k | Sep 30, 2013 | Feb 13, 2014 | |
Donald L Hagan LLC | 7,055 | $718k | Jun 30, 2019 | Jul 18, 2019 | |
Oarsman Capital Inc | 6,605 | $672k | Jun 30, 2019 | Aug 13, 2019 | |
Dedora Capital Inc | 6,019 | $612k | Jun 30, 2019 | Aug 8, 2019 | |
SPC Financial Inc | 5,900 | $600k | Jun 30, 2019 | Aug 1, 2019 | |
Klingman and Associates LLC | 4,780 | $486k | Jun 30, 2019 | Jul 24, 2019 | |
Managed Account Services Inc | 4,378 | $445k | Jun 30, 2019 | Jul 15, 2019 | |
Barber Financial Group | 3,941 | $401k | Jun 30, 2019 | Aug 9, 2019 | |
Summit Asset Management LLC | 3,747 | $381k | Jun 30, 2019 | Aug 7, 2019 | |
Transamerica Financial Advisors Inc | 3,545 | $361k | Jun 30, 2019 | Aug 21, 2019 | |
WP Advisors LLC | 3,097 | $315k | Jun 30, 2019 | Jul 23, 2019 | |
Huber Financial Advisors LLC | 2,902 | $295k | Jun 30, 2019 | Aug 5, 2019 | |
Bruderman Asset Management LLC | 2,582 | $263k | Jun 30, 2019 | Aug 12, 2019 | |
Sterling Global Strategies LLC | 2,507 | $255k | Mar 31, 2019 | May 15, 2019 | |
Meridian Investment Counsel Inc | 2,500 | $254k | Jun 30, 2019 | Aug 13, 2019 | |
David R RAHN & Associates Inc | 2,300 | $234k | Jun 30, 2019 | Jul 12, 2019 | |
Paulson Wealth Management Inc | 2,037 | $207k | Jun 30, 2019 | Jul 30, 2019 | |
Harbour Capital Advisors LLC | 2,000 | $204k | Jun 30, 2019 | Jul 10, 2019 | |
Greatmark Investment Partners Inc | 1,990 | $202k | Jun 30, 2019 | Aug 5, 2019 | |
Signature Estate & Investment Advisors LLC | 985 | $100k | Jun 30, 2019 | Aug 1, 2019 | |
HMS Capital Management LLC | 300 | $31k | Jun 30, 2019 | Jul 12, 2019 | |
Brand Asset Management Group Inc | 200 | $20k | Jun 30, 2019 | Jul 24, 2019 |