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MINT Institutional Ownership

PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
1W: +0.0% 1M: -0.2% 3M: -0.2% YTD: +0.6% 1Y: +0.7% 3Y: +12.2% 5Y: +16.0%
$100.32
+0.06 (+0.06%)
 
Weekly Expected Move ±0.2%
$100 $100 $100 $100 $101
ETF AMEX · AUM $16.4B

Institutional Ownership — MINT

816
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
11B
Total Invested
84
New Positions
317
Increased
332
Reduced
52
Closed
1.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (873 total)

# Holder Shares Value Change Change % Holding Period Filing
1 JPMORGAN CHASE & CO 32,029,913 3.2B -778,057 -2.4% 57Q SEC ↗
2 ASSETMARK, INC 10,403,312 1.0B +742,668 +7.7% 25Q SEC ↗
3 MORGAN STANLEY 9,255,763 $929M +207,984 +2.3% 60Q SEC ↗
4 WELLS FARGO & COMPANY/MN 5,074,632 $509M -645,157 -11.3% 67Q SEC ↗
5 LPL Financial LLC 4,955,306 $497M +612,686 +14.1% 54Q SEC ↗
6 UBS Group AG 3,356,371 $337M +103,989 +3.2% 47Q SEC ↗
7 BANK OF AMERICA CORP /DE 2,308,137 $232M +353,837 +18.1% 15Q SEC ↗
8 CWM, LLC 1,603,698 $161M -71,864 -4.3% 18Q SEC ↗
9 Focus Partners Wealth 1,367,299 $137M -272,336 -16.6% 11Q SEC ↗
10 ROYAL BANK OF CANADA 1,202,526 $121M -80,860 -6.3% 65Q SEC ↗
11 AE Wealth Management LLC 1,141,965 $115M +137,632 +13.7% 38Q SEC ↗
12 Allianz Asset Management GmbH 1,085,435 $109M +645,219 +146.6% 26Q SEC ↗
13 ENVESTNET ASSET MANAGEMENT INC 1,033,711 $104M -121,329 -10.5% 65Q SEC ↗
14 Bramshill Investments, LLC 1,005,246 $101M +93,994 +10.3% 16Q SEC ↗
15 RAYMOND JAMES FINANCIAL INC 886,530 $89M +202,880 +29.7% 7Q SEC ↗
16 STIFEL FINANCIAL CORP 858,957 $86M +57,264 +7.1% 49Q SEC ↗
17 KEYBANK NATIONAL ASSOCIATION/OH 800,438 $80M +43,967 +5.8% 54Q SEC ↗
18 Krilogy Financial LLC 783,175 $79M +233,390 +42.5% 30Q SEC ↗
19 NewEdge Advisors, LLC 775,541 $78M +199,799 +34.7% 29Q SEC ↗
20 Mariner, LLC 734,908 $74M -572,600 -43.8% 26Q SEC ↗
21 Proficio Capital Partners LLC 722,776 $73M -126,196 -14.9% 7Q SEC ↗
22 OSAIC HOLDINGS, INC. 658,745 $66M +131,148 +24.9% 26Q SEC ↗
23 Private Advisor Group, LLC 599,952 $60M +305,428 +103.7% 51Q SEC ↗
24 HighTower Advisors, LLC 586,937 $59M +141,855 +31.9% 63Q SEC ↗
25 Advisor OS, LLC 565,803 $57M -3,653 -0.6% 22Q SEC ↗
26 MJP ASSOCIATES INC /ADV 561,867 $56M -5,902 -1.0% 13Q SEC ↗
27 COMMONWEALTH EQUITY SERVICES, LLC 547,862 $55M +65,606 +13.6% 35Q SEC ↗
28 Atria Investments, Inc 488,205 $49M -364,656 -42.8% 57Q SEC ↗
29 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 484,916 $49M +53,379 +12.4% 47Q SEC ↗
30 TRUIST FINANCIAL CORP 462,191 $46M -8,538 -1.8% 27Q SEC ↗
31 Modern Wealth Management, LLC 456,112 $46M +421,716 +1226.1% 11Q SEC ↗
32 Gainplan LLC 451,186 $45M -71,168 -13.6% 4Q SEC ↗
33 MML INVESTORS SERVICES, LLC 440,001 $44M +141,867 +47.6% 37Q SEC ↗
34 NORTHWESTERN MUTUAL INVESTMENT MANAGEM 392,414 $39M +49,514 +14.4% 2Q SEC ↗
35 Family Manage LLC 389,155 $39M -57,907 -13.0% 30Q SEC ↗
36 Mutual Advisors, LLC 381,442 $38M +364,990 +2218.5% 35Q SEC ↗
37 Cambridge Investment Research Advisors 380,583 $38M -521,800 -57.8% 53Q SEC ↗
38 Destination Wealth Management 352,916 $35M +20,240 +6.1% 36Q SEC ↗
39 Waverly Advisors, LLC 350,743 $35M +90,567 +34.8% 31Q SEC ↗
40 RETIREMENT INCOME SOLUTIONS, INC 346,949 $35M -457 -0.1% 5Q SEC ↗
41 Creative Planning 333,191 $33M +76,887 +30.0% 59Q SEC ↗
42 Cetera Investment Advisers 318,014 $32M -171,315 -35.0% 38Q SEC ↗
43 Merit Financial Group, LLC 302,746 $30M +250,252 +476.7% 13Q SEC ↗
44 Mason Investment Advisory Services, In 275,603 $28M -2,552 -0.9% 30Q SEC ↗
45 HB Wealth Management, LLC 268,951 $27M -36,780 -12.0% 19Q SEC ↗
46 WealthPlan Investment Management, LLC 260,708 $26M +212,038 +435.7% 4Q SEC ↗
47 TD Capital Management LLC 254,494 $26M +5,596 +2.2% 66Q SEC ↗
48 Waterway Wealth Management, LLC NEW 247,582 $25M — +0.0% 1Q SEC ↗
49 CITIGROUP INC 232,371 $23M +39,840 +20.7% 56Q SEC ↗
50 HARBOUR INVESTMENTS, INC. 223,597 $22M +6,198 +2.9% 17Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
ASSETMARK, INC +742,668 +7.7% 10,403,312
Allianz Asset Management GmbH +645,219 +146.6% 1,085,435
LPL Financial LLC +612,686 +14.1% 4,955,306
Modern Wealth Management, LLC +421,716 +1226.1% 456,112
Mutual Advisors, LLC +364,990 +2218.5% 381,442
BANK OF AMERICA CORP /DE +353,837 +18.1% 2,308,137
Private Advisor Group, LLC +305,428 +103.7% 599,952
Merit Financial Group, LLC +250,252 +476.7% 302,746
Krilogy Financial LLC +233,390 +42.5% 783,175
WealthPlan Investment Management, L +212,038 +435.7% 260,708
MORGAN STANLEY +207,984 +2.3% 9,255,763
RAYMOND JAMES FINANCIAL INC +202,880 +29.7% 886,530
NewEdge Advisors, LLC +199,799 +34.7% 775,541
PNC Financial Services Group, Inc. +194,809 +1091.4% 212,659
MML INVESTORS SERVICES, LLC +141,867 +47.6% 440,001
HighTower Advisors, LLC +141,855 +31.9% 586,937
AE Wealth Management LLC +137,632 +13.7% 1,141,965
OSAIC HOLDINGS, INC. +131,148 +24.9% 658,745
Arax Advisory Partners +130,299 +183.0% 201,520
CAPTRUST FINANCIAL ADVISORS +128,984 +156.3% 211,497
Biggest Decreases (20)
HolderReducedChange %Total Shares
JPMORGAN CHASE & CO -778,057 -2.4% 32,029,913
WELLS FARGO & COMPANY/MN -645,157 -11.3% 5,074,632
Mariner, LLC -572,600 -43.8% 734,908
Cambridge Investment Research Advis -521,800 -57.8% 380,583
Flaharty Asset Management, LLC -419,949 -90.2% 45,705
Atria Investments, Inc -364,656 -42.8% 488,205
Focus Partners Wealth -272,336 -16.6% 1,367,299
IBEX WEALTH ADVISORS -249,618 -97.9% 5,465
NATIONAL BANK OF CANADA /FI -221,006 -66.9% 109,128
BANK OF MONTREAL /CAN -202,418 -79.6% 51,867
Brookstone Capital Management -180,818 -54.4% 151,771
Cetera Investment Advisers -171,315 -35.0% 318,014
Proficio Capital Partners LLC -126,196 -14.9% 722,776
Clearstead Advisors, LLC -121,329 -42.3% 165,539
ENVESTNET ASSET MANAGEMENT INC -121,329 -10.5% 1,033,711
Atlantic Edge Private Wealth Manage -111,810 -47.8% 122,282
Independent Advisor Alliance -101,284 -97.2% 2,866
NOVEM GROUP -101,167 -36.5% 176,273
PFG Advisors -91,230 -95.4% 4,400
Balefire, LLC -89,247 -93.5% 6,208

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