MINO Institutional Ownership
PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
1W: -0.3%
1M: -3.6%
3M: -6.8%
YTD: -5.6%
1Y: -5.2%
3Y: +8.0%
5Y: -1.6%
$42.53
-0.17 (-0.40%)
Weekly Expected Move ±1.0%
$42
$42
$43
$43
$43
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — MINO
173
Institutional Holders
+16 vs prior quarter
0.0%
Ownership
+0.00pp
531M
Total Invested
30
New Positions
91
Increased
42
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (183 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,328,986 | 57M | +260,663 | +24.4% | 15Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 851,522 | 36M | +355,402 | +71.6% | 13Q | SEC ↗ |
| 3 | Cardinal Point Capital Management ULC | 589,978 | 25M | +4,200 | +0.7% | 4Q | SEC ↗ |
| 4 | GREAT VALLEY ADVISOR GROUP, INC. | 576,657 | 25M | +83,881 | +17.0% | 5Q | SEC ↗ |
| 5 | CWM, LLC | 544,633 | 23M | +9,889 | +1.8% | 16Q | SEC ↗ |
| 6 | NewEdge Advisors, LLC | 456,505 | 19M | +47,330 | +11.6% | 12Q | SEC ↗ |
| 7 | MORGAN STANLEY | 439,710 | 19M | +336,739 | +327.0% | 7Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 342,445 | 15M | +87,638 | +34.4% | 7Q | SEC ↗ |
| 9 | CREATIVE FINANCIAL DESIGNS INC /ADV | 319,021 | 14M | +314,688 | +7262.6% | 9Q | SEC ↗ |
| 10 | UNITED CAPITAL FINANCIAL ADVISORS, LLC NEW | 306,171 | 13M | — | +0.0% | 1Q | SEC ↗ |
| 11 | Focus Partners Wealth | 286,220 | 12M | -10,385 | -3.5% | 3Q | SEC ↗ |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 276,685 | 12M | +92,728 | +50.4% | 8Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 265,862 | 11M | +53,255 | +25.0% | 17Q | SEC ↗ |
| 14 | GeoWealth Management, LLC | 210,199 | 9M | +50,396 | +31.5% | 5Q | SEC ↗ |
| 15 | Asio Capital, LLC | 198,403 | 8M | +9,604 | +5.1% | 5Q | SEC ↗ |
| 16 | CARY STREET PARTNERS FINANCIAL LLC | 173,561 | 7M | +7,650 | +4.6% | 5Q | SEC ↗ |
| 17 | TRUIST FINANCIAL CORP | 170,345 | 7M | -2,572 | -1.5% | 7Q | SEC ↗ |
| 18 | HighTower Advisors, LLC | 156,671 | 7M | +22,413 | +16.7% | 7Q | SEC ↗ |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 148,702 | 6M | +32,387 | +27.8% | 6Q | SEC ↗ |
| 20 | CarsonAllaria Wealth Management, Ltd. | 145,036 | 6M | -13,145 | -8.3% | 19Q | SEC ↗ |
| 21 | True North Advisors, LLC NEW | 140,914 | 6M | — | +0.0% | 1Q | SEC ↗ |
| 22 | Bridgewealth Advisory Group, LLC | 135,671 | 6M | +5,401 | +4.1% | 11Q | SEC ↗ |
| 23 | Tortoise Investment Management, LLC | 126,080 | 5M | +16,190 | +14.7% | 19Q | SEC ↗ |
| 24 | Sprinkle Financial Consultants LLC | 122,760 | 5M | +24,022 | +24.3% | 6Q | SEC ↗ |
| 25 | SITTNER & NELSON, LLC | 120,969 | 5M | +16,891 | +16.2% | 6Q | SEC ↗ |
| 26 | Cetera Investment Advisers | 114,031 | 5M | +43,661 | +62.0% | 10Q | SEC ↗ |
| 27 | McAdam, LLC NEW | 109,529 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 28 | Able Wealth Management LLC | 98,000 | 4M | +16,853 | +20.8% | 8Q | SEC ↗ |
| 29 | Waterway Wealth Management, LLC | 92,917 | 4M | +1,479 | +1.6% | 8Q | SEC ↗ |
| 30 | Paulson Wealth Management Inc. | 90,065 | 4M | -2,354 | -2.5% | 19Q | SEC ↗ |
| 31 | Sterling Investment Advisors, Ltd. | 85,925 | 4M | +27,385 | +46.8% | 7Q | SEC ↗ |
| 32 | MML INVESTORS SERVICES, LLC | 77,768 | 3M | +29,190 | +60.1% | 7Q | SEC ↗ |
| 33 | Evergreen Wealth Partners LLC | 77,407 | 3M | +2,419 | +3.2% | 3Q | SEC ↗ |
| 34 | Kestra Advisory Services, LLC | 76,780 | 3M | +64,876 | +545.0% | 3Q | SEC ↗ |
| 35 | AssuredPartners Investment Advisors, L | 74,953 | 3M | +1,688 | +2.3% | 5Q | SEC ↗ |
| 36 | RFG Advisory, LLC | 74,217 | 3M | +42,248 | +132.2% | 3Q | SEC ↗ |
| 37 | Equitable Holdings, Inc. | 74,213 | 3M | +27,350 | +58.4% | 3Q | SEC ↗ |
| 38 | Vise Technologies, Inc. NEW | 72,498 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 39 | CreativeOne Wealth, LLC | 68,289 | 3M | +6,378 | +10.3% | 11Q | SEC ↗ |
| 40 | Geneos Wealth Management Inc. | 64,937 | 3M | +749 | +1.2% | 2Q | SEC ↗ |
| 41 | Dakota Wealth Management | 64,518 | 3M | +10,675 | +19.8% | 3Q | SEC ↗ |
| 42 | Prasad Wealth Partners, LLC NEW | 63,964 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 43 | ROYAL BANK OF CANADA | 63,159 | 3M | +26,504 | +72.3% | 7Q | SEC ↗ |
| 44 | STIFEL FINANCIAL CORP | 62,959 | 3M | +5,808 | +10.2% | 8Q | SEC ↗ |
| 45 | JANE STREET GROUP, LLC | 61,897 | 3M | -38,103 | -38.1% | 8Q | SEC ↗ |
| 46 | Visionary Wealth Advisors | 60,761 | 3M | -9,481 | -13.5% | 19Q | SEC ↗ |
| 47 | Cambridge Investment Research Advisors | 54,986 | 2M | -1,517 | -2.7% | 11Q | SEC ↗ |
| 48 | Mason & Associates, LLC | 54,508 | 2M | +7,685 | +16.4% | 5Q | SEC ↗ |
| 49 | PAX Financial Group, LLC | 52,534 | 2M | +3,148 | +6.4% | 12Q | SEC ↗ |
| 50 | Econ Financial Services Corp | 52,078 | 2M | +15,957 | +44.2% | 10Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, | 306,171 | 13M |
| True North Advisors, LLC | 140,914 | 6M |
| McAdam, LLC | 109,529 | 5M |
| Vise Technologies, Inc. | 72,498 | 3M |
| Prasad Wealth Partners, LLC | 63,964 | 3M |
| Copper Harbor Investment Advisors, | 38,226 | 2M |
| Elequin Capital, LP | 36,511 | 2M |
| Optimus Capital Advisors, LLC | 35,278 | 2M |
| GatePass Capital, LLC | 34,177 | 1M |
| Vestmark Advisory Solutions, Inc. | 31,930 | 1M |
| Nuveen, LLC | 29,630 | 1M |
| COFG Advisors, LLC | 23,509 | 1000K |
| KAYNE ANDERSON RUDNICK INVESTMENT M | 21,725 | 924K |
| Carolina Wealth Management Inc | 17,174 | 730K |
| CLEAR INVESTMENT RESEARCH, LLC | 14,171 | 603K |
| Formidable Asset Management, LLC | 8,946 | 380K |
| Clear Point Advisors Inc. | 8,095 | 344K |
| Prospera Financial Services Inc | 7,804 | 332K |
| Integrated Wealth Concepts LLC | 7,070 | 301K |
| SFG Wealth Management, LLC. | 5,714 | 243K |
Sold Out (17)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SEVEN MILE ADVISORY | 80,218 | 3M |
| Independent Advisor Alliance | 77,148 | 3M |
| FLOW TRADERS U.S. LLC | 48,537 | 2M |
| Ascentis Independent Advisors | 43,499 | 2M |
| WealthShield Partners, LLC | 27,809 | 1M |
| GOLDMAN SACHS GROUP INC | 15,263 | 649K |
| TECTONIC ADVISORS LLC | 10,000 | 425K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 7,307 | 311K |
| Krilogy Financial LLC | 6,150 | 262K |
| Westwood Wealth Management | 5,731 | 244K |
| WealthPlan Investment Management, L | 5,126 | 218K |
| ABLE Financial Group, LLC | 4,438 | 189K |
| StoneX Group Inc. | 4,437 | 189K |
| Camelot Portfolios, LLC | 1,000 | 43K |
| Legacy Wealth Managment, LLC/ID | 451 | 19K |
| UBS Group AG | 324 | 14K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 67 | 3K |