PIMCO Municipal Income Opportunities Active Exchange-Traded Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 05/06/2026 | 1.07 M | $48.26 M | 14.51% | 13.43% |
| CARDINAL POINT CAPITAL MANAGEMENT, ULC | 04/20/2026 | 585.78 K | $26.46 M | 5.46% | 7.37% |
| CWM, LLC | 05/14/2026 | 544.63 K | $24.60 M | 1.85% | 6.85% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 496.12 K | $22.41 M | 133.87% | 6.24% |
| GREAT VALLEY ADVISOR GROUP, INC. | 05/11/2026 | 492.78 K | $22.26 M | 4.16% | 6.20% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 409.18 K | $18.48 M | 101.00% | 5.15% |
| COLONY GROUP, LLC | 05/15/2026 | 296.61 K | $13.40 M | 2.37% | 3.73% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 254.81 K | $11.51 M | 64.53% | 3.20% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 212.61 K | $9.60 M | -2.95% | 2.67% |
| ASIO CAPITAL, LLC | 04/15/2026 | 188.80 K | $8.53 M | 30.10% | 2.37% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 183.96 K | $8.31 M | 11.60% | 2.31% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 172.92 K | $7.81 M | 0.07% | 2.17% |
| CARY STREET PARTNERS FINANCIAL LLC | 04/29/2026 | 165.91 K | $7.49 M | 0.37% | 2.09% |
| GEOWEALTH MANAGEMENT, LLC | 05/13/2026 | 159.80 K | $7.22 M | 8.43% | 2.01% |
| CARSONALLARIA WEALTH MANAGEMENT, LTD. | 04/30/2026 | 158.18 K | $7.15 M | 2.68% | 1.99% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 134.26 K | $6.06 M | 169.66% | 1.69% |
| BRIDGEWEALTH ADVISORY GROUP, LLC | 05/15/2026 | 130.27 K | $5.88 M | -1.88% | 1.64% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 116.32 K | $5.26 M | -51.56% | 1.46% |
| TORTOISE INVESTMENT MANAGEMENT, LLC | 05/05/2026 | 109.89 K | $4.96 M | 52.05% | 1.38% |
| SITTNER & NELSON, LLC | 05/12/2026 | 104.08 K | $4.70 M | -1.10% | 1.31% |
| MORGAN STANLEY | 05/15/2026 | 102.97 K | $4.65 M | 979.93% | 1.29% |
| JANE STREET GROUP, LLC | 05/12/2026 | 100.00 K | $4.52 M | 70.45% | 1.26% |
| SPRINKLE FINANCIAL CONSULTANTS LLC | 04/16/2026 | 98.74 K | $4.46 M | 56.00% | 1.24% |
| PAULSON WEALTH MANAGEMENT INC. | 05/08/2026 | 92.42 K | $4.17 M | 18.07% | 1.16% |
| WATERWAY WEALTH MANAGEMENT, LLC | 04/21/2026 | 91.44 K | $4.13 M | 71.08% | 1.15% |
| CLARITY ASSET MANAGEMENT, INC. | 05/05/2026 | 88.07 K | $3.98 M | -7.86% | 1.11% |
| ABLE WEALTH MANAGEMENT LLC | 04/24/2026 | 81.15 K | $3.67 M | 88.35% | 1.02% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 77.15 K | $3.48 M | 100.00% | 0.97% |
| 05/08/2026 | 74.99 K | $3.39 M | 42.10% | 0.94% | |
| ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | 04/13/2026 | 73.27 K | $3.31 M | 7.23% | 0.92% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 70.37 K | $3.18 M | 12.41% | 0.88% |
| VISIONARY WEALTH ADVISORS | 05/13/2026 | 70.24 K | $3.17 M | 1.49% | 0.88% |
| GENEOS WEALTH MANAGEMENT INC. | 05/05/2026 | 64.19 K | $2.90 M | 100.00% | 0.81% |
| CREATIVEONE WEALTH, LLC | 05/15/2026 | 61.91 K | $2.80 M | 90.74% | 0.78% |
| STERLING INVESTMENT ADVISORS, LTD. | 05/04/2026 | 58.54 K | $2.64 M | 58.15% | 0.74% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 57.15 K | $2.58 M | 39.66% | 0.72% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 56.50 K | $2.55 M | -14.69% | 0.71% |
| DAKOTA WEALTH MANAGEMENT | 05/07/2026 | 53.84 K | $2.43 M | 3.42% | 0.68% |
| HEDEKER WEALTH, LLC | 05/11/2026 | 51.75 K | $2.34 M | 100.00% | 0.65% |
| ARROWROOT FAMILY OFFICE, LLC | 05/15/2026 | 51.12 K | $2.31 M | 8.05% | 0.64% |
| LAUREL WEALTH PLANNING LLC | 04/23/2026 | 50.26 K | $2.27 M | 2.04% | 0.63% |
| PAX FINANCIAL GROUP, LLC | 04/27/2026 | 49.39 K | $2.23 M | 3.00% | 0.62% |
| QUADCAP WEALTH MANAGEMENT, LLC | 05/15/2026 | 49.12 K | $2.22 M | 12.17% | 0.62% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 48.58 K | $2.19 M | 2.73% | 0.61% |
| FLOW TRADERS U.S. LLC | 05/15/2026 | 48.54 K | $2.19 M | 100.00% | 0.61% |
| CITADEL ADVISORS LLC | 05/15/2026 | 47.42 K | $2.14 M | 100.00% | 0.60% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 46.86 K | $2.12 M | 895.18% | 0.59% |
| MASON & ASSOCIATES, LLC | 04/22/2026 | 46.82 K | $2.11 M | 10.70% | 0.59% |
| WAYFINDING FINANCIAL, LLC | 05/12/2026 | 45.66 K | $2.06 M | 10.28% | 0.57% |
| CANVAS WEALTH ADVISORS, LLC | 04/28/2026 | 44.85 K | $2.03 M | 100.00% | 0.56% |
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PIMCO Municipal Income Opportunities Active Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 164 institutional investors and hedge funds held shares of PIMCO Municipal Income Opportunities Active Exchange-Traded Fund. The most heavily invested institutionals were:
LPL Financial LLC: 1.07 M
Cardinal Point Capital Management, ULC: 585,778
CWM, LLC: 544,633
ENVESTNET ASSET MANAGEMENT INC: 496,120
GREAT VALLEY ADVISOR GROUP, INC.: 492,776
NewEdge Advisors, LLC: 409,175
115.99% of PIMCO Municipal Income Opportunities Active Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 9.32 M shares in the last 24 months. This purchase volume represents approximately $425.41 M in transactions.