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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
ETF AMEX · AUM $338.2M

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 ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
ENVESTNET ASSET MANAGEMENT INC +355,402 +71.6% 851,522
MORGAN STANLEY +336,739 +327.0% 439,710
CREATIVE FINANCIAL DESIGNS INC /ADV +314,688 +7262.6% 319,021
LPL Financial LLC +260,663 +24.4% 1,328,986
COMMONWEALTH EQUITY SERVICES, LLC +92,728 +50.4% 276,685
RAYMOND JAMES FINANCIAL INC +87,638 +34.4% 342,445
GREAT VALLEY ADVISOR GROUP, INC. +83,881 +17.0% 576,657
Kestra Advisory Services, LLC +64,876 +545.0% 76,780
OSAIC HOLDINGS, INC. +53,255 +25.0% 265,862
GeoWealth Management, LLC +50,396 +31.5% 210,199
NewEdge Advisors, LLC +47,330 +11.6% 456,505
Cetera Investment Advisers +43,661 +62.0% 114,031
RFG Advisory, LLC +42,248 +132.2% 74,217
WEALTH ENHANCEMENT ADVISORY SERVICE +32,387 +27.8% 148,702
MML INVESTORS SERVICES, LLC +29,190 +60.1% 77,768
Sterling Investment Advisors, Ltd. +27,385 +46.8% 85,925
Equitable Holdings, Inc. +27,350 +58.4% 74,213
ROYAL BANK OF CANADA +26,504 +72.3% 63,159
Sprinkle Financial Consultants LLC +24,022 +24.3% 122,760
MERCER GLOBAL ADVISORS INC /ADV +23,459 +107.2% 45,352
Biggest Decreases (20)
HolderReducedChange %Total Shares
Clarity Asset Management, Inc. -61,598 -69.9% 26,471
JANE STREET GROUP, LLC -38,103 -38.1% 61,897
Hedeker Wealth, LLC -33,616 -65.0% 18,134
JPMORGAN CHASE & CO -27,732 -94.7% 1,559
Destiny Wealth Partners, LLC -14,715 -43.4% 19,172
CarsonAllaria Wealth Management, Lt -13,145 -8.3% 145,036
Focus Partners Wealth -10,385 -3.5% 286,220
Visionary Wealth Advisors -9,481 -13.5% 60,761
CITADEL ADVISORS LLC -6,115 -12.9% 41,309
Canvas Wealth Advisors, LLC -5,595 -12.5% 39,250
Advyzon Investment Management, LLC -5,051 -18.8% 21,745
Gateway Wealth Partners, LLC -4,300 -29.3% 10,400
WELLS FARGO & COMPANY/MN -3,717 -80.2% 918
Worth Asset Management, LLC -3,250 -21.9% 11,600
TRUIST FINANCIAL CORP -2,572 -1.5% 170,345
Paulson Wealth Management Inc. -2,354 -2.5% 90,065
Perigon Wealth Management, LLC -2,171 -13.7% 13,641
Cambridge Investment Research Advis -1,517 -2.7% 54,986
Quadcap Wealth Management, LLC -1,497 -3.0% 47,618
Hershey Financial Advisers, LLC -1,023 -10.1% 9,060

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms