PIMCO ETF TR

Ticker: SMMU CUSIP: 72201R874 Class: SHTRM MUN BD ACT

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
MORGAN STANLEY2,922,726$147,393
BANK OF AMERICA CORP /DE/1,091,756$55,057
Stonebridge Financial Group, LLC1,063,817$53,648
CAPTRUST FINANCIAL ADVISORS1,047,846$52,843
JPMORGAN CHASE & CO827,420$41,727
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC724,387$36,618
CWM, LLC711,164$36
Cetera Investment Advisers695,625$35,080
LPL Financial LLC504,530$25,443
John A. Wolfe & Associates, Inc.486,884$24,554
SAGESPRING WEALTH PARTNERS, LLC472,897$23,848
Biltmore Wealth Management, LLC404,093$20,378
TD Capital Management LLC382,953$19,312
OSAIC HOLDINGS, INC.316,925$15,983
RAYMOND JAMES FINANCIAL INC299,620$15,110
WELLS FARGO & COMPANY/MN264,974$13,363
CONDOR CAPITAL MANAGEMENT260,714$13,148
AXXCESS WEALTH MANAGEMENT, LLC172,025$8,675
WEBSTERROGERS FINANCIAL ADVISORS, LLC152,338$7,682
STIFEL FINANCIAL CORP150,020$7,565
Vise Technologies, Inc.147,634$7,445
Capital Asset Advisory Services LLC145,371$7,348
Kelman-Lazarov, Inc.138,186$6,969
Quotient Wealth Partners, LLC137,720$6,945
Allworth Financial LP122,334$6,169
CarsonAllaria Wealth Management, Ltd.97,107$4,897
MAI Capital Management96,778$4,881
ENVESTNET ASSET MANAGEMENT INC93,778$4,729
Crumly & Associates Inc.90,860$4,582
SITTNER & NELSON, LLC86,441$4,387
NewEdge Advisors, LLC85,797$4,327
Gateway Wealth Partners, LLC77,366$3,902
MBM Wealth Consultants, LLC71,459$3,604
CITADEL ADVISORS LLC65,152$3,286
Cerity Partners LLC65,041$3,280
Westside Investment Management, Inc.64,890$3,273
ABLE Financial Group, LLC61,356$3,094
CFS Investment Advisory Services, LLC59,153$2,983
Cedar Point Capital Partners, LLC56,387$2,844
COMMONWEALTH EQUITY SERVICES, LLC56,011$2,825
UBS Group AG54,097$2,728
Certified Advisory Corp50,635$2,554
AIFG Consultants Ltd.49,332$2,488
YHB Investment Advisors, Inc.48,327$2,437
Waverly Advisors, LLC48,063$2,424
UNIQUE WEALTH, LLC47,851$2,413
Milestone Investment Advisors LLC43,796$2,209
Rockefeller Capital Management L.P.41,909$2,113
INSPIRION WEALTH ADVISORS, LLC41,508$2,093
DAVENPORT & Co LLC41,290$2,082
PAX Financial Group, LLC40,028$2,019
DAVIS R M INC39,331$1,983
GREAT VALLEY ADVISOR GROUP, INC.38,421$1,938
Equitable Holdings, Inc.37,153$1,874
Inspire Advisors, LLC36,692$1,850
EHRLICH FINANCIAL GROUP36,097$1,820
LifeWealth Investments, LLC35,056$1,768
Prime Capital Investment Advisors, LLC34,065$1,718
IAM Advisory, LLC33,619$1,695
Summit Financial Strategies, Inc.32,759$1,652
LongView Wealth Management32,154$1,628
MML INVESTORS SERVICES, LLC32,140$1,621
Dynamic Advisor Solutions LLC32,001$1,614
FOUNDERS GROVE WEALTH PARTNERS, LLC31,570$1,592
OneDigital Investment Advisors LLC31,183$1,573
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO30,026$1,514
SIGNET FINANCIAL MANAGEMENT, LLC29,824$1,504
Elequin Capital, LP29,419$1,484
Cambridge Investment Research Advisors, Inc.29,011$1
JONES FINANCIAL COMPANIES LLLP27,913$1,408
HighTower Advisors, LLC27,152$1,369
StoneCrest Wealth Management, Inc.26,707$1,347
Integrated Wealth Concepts LLC26,651$1,344
Vestmark Advisory Solutions, Inc.24,608$1,241
Mount Yale Investment Advisors, LLC24,608$1,244
NewSquare Capital LLC24,237$1,222
Farther Finance Advisors, LLC23,674$1,194
Thrivent Financial for Lutherans23,391$1
Main Line Retirement Advisors, LLC23,187$1,169
MBL Wealth, LLC22,572$1,138
Sanctuary Advisors, LLC22,533$1,136
BCGM Wealth Management, LLC22,459$1,133
Summit Financial, LLC22,262$1,125
Skyline Advisors, Inc.22,090$1,114
ROYAL BANK OF CANADA21,454$1,082
HOLLENCREST CAPITAL MANAGEMENT21,145$1,066
Premier Path Wealth Partners, LLC21,023$1,060
JANE STREET GROUP, LLC20,440$1,031
Stratos Wealth Partners, LTD.20,241$1,021
Kestra Advisory Services, LLC19,603$989
SUSQUEHANNA INTERNATIONAL GROUP, LLP19,505$984
Rockport Wealth LLC19,391$978
COMERICA BANK16,769$846
RFG Advisory, LLC16,313$823
Oak Wealth Advisors LLC15,622$788
Golden State Wealth Management, LLC15,591$786
Global Retirement Partners, LLC15,533$783
Kuhn & Co Investment Counsel15,132$763
Summit Financial Consulting LLC14,596$736
SIERRA OCEAN, LLC14,207$716
82 other institutions507,607$24,399
Total (182 institutions)17,037,108$819,659