EMNT Institutional Ownership
PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
1W: -0.0%
1M: -0.4%
3M: -0.3%
YTD: +0.3%
1Y: +0.5%
3Y: +12.0%
5Y: +14.8%
$98.37
+0.05 (+0.05%)
Weekly Expected Move ±0.2%
$98
$98
$98
$99
$99
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — EMNT
90
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
152M
Total Invested
18
New Positions
30
Increased
26
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (96 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Allianz SE | 249,000 | 24M | — | +0.0% | 3Q | SEC ↗ |
| 2 | PFG Investments, LLC | 211,780 | 21M | +10,028 | +5.0% | 10Q | SEC ↗ |
| 3 | MORGAN STANLEY | 117,039 | 12M | -5,175 | -4.2% | 22Q | SEC ↗ |
| 4 | Milestone Investment Advisors LLC | 96,932 | 10M | -184 | -0.2% | 15Q | SEC ↗ |
| 5 | LPL Financial LLC | 63,794 | 6M | +8,811 | +16.0% | 24Q | SEC ↗ |
| 6 | WCG Wealth Advisors LLC | 53,660 | 5M | -27,518 | -33.9% | 5Q | SEC ↗ |
| 7 | Destination Wealth Management | 50,500 | 5M | +2,353 | +4.9% | 23Q | SEC ↗ |
| 8 | VSM Wealth Advisory, LLC NEW | 50,493 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 9 | Laurel Wealth Planning LLC | 44,758 | 4M | +14 | +0.0% | 20Q | SEC ↗ |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 43,972 | 4M | +873 | +2.0% | 18Q | SEC ↗ |
| 11 | UBS Group AG | 40,248 | 4M | +545 | +1.4% | 26Q | SEC ↗ |
| 12 | Stewardship Advisors, LLC | 37,700 | 4M | -14,447 | -27.7% | 7Q | SEC ↗ |
| 13 | Cerity Partners LLC | 34,745 | 3M | -588 | -1.7% | 11Q | SEC ↗ |
| 14 | CITADEL ADVISORS LLC | 26,269 | 3M | +850 | +3.3% | 3Q | SEC ↗ |
| 15 | Clear Point Advisors Inc. NEW | 25,520 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 16 | BANK OF AMERICA CORP /DE | 24,540 | 2M | -12,219 | -33.2% | 9Q | SEC ↗ |
| 17 | JANE STREET GROUP, LLC NEW | 21,821 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 18 | OSAIC HOLDINGS, INC. | 19,974 | 2M | +12,900 | +182.4% | 26Q | SEC ↗ |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 17,430 | 2M | +4,293 | +32.7% | 24Q | SEC ↗ |
| 20 | Walkner Condon Financial Advisors LLC | 16,794 | 2M | +89 | +0.5% | 18Q | SEC ↗ |
| 21 | First Affirmative Financial Network NEW | 16,263 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 22 | GOLDMAN SACHS GROUP INC NEW | 13,831 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 23 | Robertson Stephens Wealth Management, | 13,294 | 1M | -1,689 | -11.3% | 9Q | SEC ↗ |
| 24 | Phoenix Wealth Advisors | 12,649 | 1M | -1,115 | -8.1% | 5Q | SEC ↗ |
| 25 | EP Wealth Advisors, LLC | 12,517 | 1M | +8,260 | +194.0% | 2Q | SEC ↗ |
| 26 | SAX WEALTH ADVISORS, LLC | 11,661 | 1M | +183 | +1.6% | 10Q | SEC ↗ |
| 27 | LGT Group Foundation | 11,216 | 1M | +63 | +0.6% | 5Q | SEC ↗ |
| 28 | Modera Wealth Management, LLC | 10,506 | 1M | -129 | -1.2% | 13Q | SEC ↗ |
| 29 | Atlanta Consulting Group Advisors, LLC NEW | 10,190 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 30 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 9,648 | 949K | +488 | +5.3% | 3Q | SEC ↗ |
| 31 | Allworth Financial LP | 9,427 | 927K | +5,477 | +138.7% | 17Q | SEC ↗ |
| 32 | Ashton Thomas Private Wealth, LLC | 8,829 | 869K | +81 | +0.9% | 4Q | SEC ↗ |
| 33 | Capital Advantage, Inc. | 8,748 | 861K | -10 | -0.1% | 7Q | SEC ↗ |
| 34 | Cresset Asset Management, LLC | 8,364 | 823K | — | +0.0% | 2Q | SEC ↗ |
| 35 | Mason & Associates Inc | 7,479 | 736K | -5,461 | -42.2% | 3Q | SEC ↗ |
| 36 | RAYMOND JAMES FINANCIAL INC | 7,125 | 701K | +593 | +9.1% | 6Q | SEC ↗ |
| 37 | Farther Finance Advisors, LLC | 6,765 | 665K | +5,527 | +446.4% | 6Q | SEC ↗ |
| 38 | LexAurum Advisors, LLC NEW | 6,672 | 656K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Beacon Pointe Advisors, LLC | 6,550 | 644K | -52 | -0.8% | 9Q | SEC ↗ |
| 40 | ROYAL BANK OF CANADA | 6,541 | 643K | +214 | +3.4% | 25Q | SEC ↗ |
| 41 | JPMORGAN CHASE & CO | 6,174 | 607K | +5,708 | +1224.9% | 12Q | SEC ↗ |
| 42 | Mezzasalma Advisors, LLC | 5,902 | 581K | +208 | +3.7% | 9Q | SEC ↗ |
| 43 | Koenig Investment Advisory, LLC | 5,597 | 551K | -34 | -0.6% | 3Q | SEC ↗ |
| 44 | Mutual Advisors, LLC | 5,109 | 503K | +1,585 | +45.0% | 3Q | SEC ↗ |
| 45 | AMARA FINANCIAL, LLC. | 4,918 | 484K | -1,552 | -24.0% | 8Q | SEC ↗ |
| 46 | Cambridge Investment Research Advisors | 4,761 | 468K | -94 | -1.9% | 20Q | SEC ↗ |
| 47 | FLOW TRADERS U.S. LLC NEW | 3,971 | 391K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Global Retirement Partners, LLC NEW | 3,919 | 386K | — | +0.0% | 1Q | SEC ↗ |
| 49 | CWM, LLC | 3,844 | 378K | -14,939 | -79.5% | 11Q | SEC ↗ |
| 50 | Round Rock Advisors LLC | 3,763 | 370K | — | +0.0% | 16Q | SEC ↗ |
Recent Activity
New Positions (19)
| Holder | Shares | Value |
|---|---|---|
| VSM Wealth Advisory, LLC | 50,493 | 5M |
| Clear Point Advisors Inc. | 25,520 | 3M |
| JANE STREET GROUP, LLC | 21,821 | 2M |
| First Affirmative Financial Network | 16,263 | 2M |
| GOLDMAN SACHS GROUP INC | 13,831 | 1M |
| Atlanta Consulting Group Advisors, | 10,190 | 1M |
| LexAurum Advisors, LLC | 6,672 | 656K |
| FLOW TRADERS U.S. LLC | 3,971 | 391K |
| Global Retirement Partners, LLC | 3,919 | 386K |
| Kestra Advisory Services, LLC | 3,330 | 328K |
| Summit Financial, LLC | 3,069 | 302K |
| Vise Technologies, Inc. | 2,614 | 257K |
| Sovereign Investment Advisors, LLC | 2,026 | 199K |
| Steward Partners Investment Advisor | 1,009 | 99K |
| MERCER GLOBAL ADVISORS INC /ADV | 557 | 55K |
| IMA Advisory Services, Inc. | 500 | 49K |
| AMERIFLEX GROUP, INC. | 230 | 23K |
| NATIONAL BANK OF CANADA /FI | 51 | 5K |
| Ameritas Advisory Services, LLC | 47 | 5K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| WealthShield Partners, LLC | 5,978 | 588K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 3,453 | 340K |
| Live Oak Investment Partners | 3,442 | 339K |
| Composition Wealth, LLC | 2,524 | 248K |
| CITIGROUP INC | 2,511 | 247K |
| Clarity Asset Management, Inc. | 1,849 | 182K |
| FLAGSHIP HARBOR ADVISORS, LLC | 300 | 30K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | +12,900 | +182.4% | 19,974 |
| PFG Investments, LLC | +10,028 | +5.0% | 211,780 |
| LPL Financial LLC | +8,811 | +16.0% | 63,794 |
| EP Wealth Advisors, LLC | +8,260 | +194.0% | 12,517 |
| JPMORGAN CHASE & CO | +5,708 | +1224.9% | 6,174 |
| Farther Finance Advisors, LLC | +5,527 | +446.4% | 6,765 |
| Allworth Financial LP | +5,477 | +138.7% | 9,427 |
| COMMONWEALTH EQUITY SERVICES, LLC | +4,293 | +32.7% | 17,430 |
| Destination Wealth Management | +2,353 | +4.9% | 50,500 |
| NewEdge Advisors, LLC | +2,050 | +476.7% | 2,480 |
| Mutual Advisors, LLC | +1,585 | +45.0% | 5,109 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +873 | +2.0% | 43,972 |
| CITADEL ADVISORS LLC | +850 | +3.3% | 26,269 |
| RAYMOND JAMES FINANCIAL INC | +593 | +9.1% | 7,125 |
| UBS Group AG | +545 | +1.4% | 40,248 |
| SBE LLC DBA CEDAR COVE WEALTH PARTN | +488 | +5.3% | 9,648 |
| Towerpoint Wealth, LLC | +247 | +11.2% | 2,449 |
| ROYAL BANK OF CANADA | +214 | +3.4% | 6,541 |
| ENVESTNET ASSET MANAGEMENT INC | +210 | +8.3% | 2,755 |
| Mezzasalma Advisors, LLC | +208 | +3.7% | 5,902 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WCG Wealth Advisors LLC | -27,518 | -33.9% | 53,660 |
| CWM, LLC | -14,939 | -79.5% | 3,844 |
| Stewardship Advisors, LLC | -14,447 | -27.7% | 37,700 |
| BANK OF AMERICA CORP /DE | -12,219 | -33.2% | 24,540 |
| Mason & Associates Inc | -5,461 | -42.2% | 7,479 |
| MORGAN STANLEY | -5,175 | -4.2% | 117,039 |
| Robertson Stephens Wealth Managemen | -1,689 | -11.3% | 13,294 |
| AMARA FINANCIAL, LLC. | -1,552 | -24.0% | 4,918 |
| Phoenix Wealth Advisors | -1,115 | -8.1% | 12,649 |
| Orion Porfolio Solutions, LLC | -676 | -19.3% | 2,822 |
| Cerity Partners LLC | -588 | -1.7% | 34,745 |
| Creative Planning | -543 | -15.2% | 3,023 |
| Milestone Investment Advisors LLC | -184 | -0.2% | 96,932 |
| Modera Wealth Management, LLC | -129 | -1.2% | 10,506 |
| Cambridge Investment Research Advis | -94 | -1.9% | 4,761 |
| COREPATH WEALTH PARTNERS LLC | -55 | -1.5% | 3,647 |
| Beacon Pointe Advisors, LLC | -52 | -0.8% | 6,550 |
| Koenig Investment Advisory, LLC | -34 | -0.6% | 5,597 |
| Ameritas Investment Partners, Inc. | -26 | -3.0% | 854 |
| Wealth Enhancement Trust Services, | -23 | -2.4% | 927 |