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 | 02/11/2026 | 932.95 K | $42.28 M | 60.41% | 11.73% |
| CARDINAL POINT CAPITAL MANAGEMENT, ULC | 02/05/2026 | 555.46 K | $25.26 M | 1,302.67% | 6.98% |
| CWM, LLC | 01/26/2026 | 534.74 K | $24.24 M | 3.67% | 6.72% |
| GREAT VALLEY ADVISOR GROUP, INC. | 02/12/2026 | 473.09 K | $21.44 M | -15.10% | 5.95% |
| COLONY GROUP, LLC | 02/13/2026 | 289.74 K | $13.13 M | 100.00% | 3.64% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 240.15 K | $10.92 M | 1.76% | 3.02% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 219.07 K | $9.93 M | 17.39% | 2.75% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 212.13 K | $9.61 M | -29.90% | 2.67% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 203.57 K | $9.23 M | 17.11% | 2.56% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 172.80 K | $7.83 M | 0.35% | 2.17% |
| CARY STREET PARTNERS FINANCIAL LLC | 02/09/2026 | 165.30 K | $7.49 M | 1.78% | 2.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 164.84 K | $7.47 M | 46.19% | 2.07% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 154.87 K | $7.02 M | 57.85% | 1.95% |
| CARSONALLARIA WEALTH MANAGEMENT, LTD. | 01/22/2026 | 154.06 K | $6.98 M | 10.44% | 1.94% |
| GEOWEALTH MANAGEMENT, LLC | 02/17/2026 | 147.38 K | $6.68 M | -0.62% | 1.85% |
| ASIO CAPITAL, LLC | 01/21/2026 | 145.12 K | $6.60 M | 3.68% | 1.82% |
| BRIDGEWEALTH ADVISORY GROUP, LLC | 02/04/2026 | 132.77 K | $6.02 M | 166.70% | 1.67% |
| SITTNER & NELSON, LLC | 02/11/2026 | 105.24 K | $4.81 M | 186.58% | 1.32% |
| CLARITY ASSET MANAGEMENT, INC. | 02/13/2026 | 95.58 K | $4.33 M | 2.51% | 1.20% |
| BCS WEALTH MANAGEMENT | 01/26/2026 | 82.92 K | $3.76 M | 94.45% | 1.04% |
| SEVEN MILE ADVISORY | 02/13/2026 | 80.22 K | $3.64 M | 0.00% | 1.01% |
| PAULSON WEALTH MANAGEMENT INC. | 02/05/2026 | 78.27 K | $3.55 M | 13.80% | 0.98% |
| TORTOISE INVESTMENT MANAGEMENT, LLC | 02/06/2026 | 72.27 K | $3.28 M | 199.38% | 0.91% |
| VISIONARY WEALTH ADVISORS | 02/13/2026 | 69.21 K | $3.14 M | 4.45% | 0.87% |
| ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | 02/03/2026 | 68.33 K | $3.10 M | 623.80% | 0.86% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 66.23 K | $3.00 M | -4.80% | 0.83% |
| SPRINKLE FINANCIAL CONSULTANTS LLC | 01/08/2026 | 63.29 K | $2.87 M | 58.92% | 0.80% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 62.60 K | $2.84 M | 66.59% | 0.79% |
| JANE STREET GROUP, LLC | 02/12/2026 | 58.67 K | $2.66 M | 323.81% | 0.74% |
| WATERWAY WEALTH MANAGEMENT, LLC | 02/17/2026 | 53.45 K | $2.42 M | 10.40% | 0.67% |
| 02/05/2026 | 52.77 K | $2.39 M | 100.00% | 0.66% | |
| DAKOTA WEALTH MANAGEMENT | 01/13/2026 | 52.06 K | $2.36 M | 100.00% | 0.65% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 49.79 K | $2.26 M | 415.94% | 0.63% |
| LAUREL WEALTH PLANNING LLC | 01/23/2026 | 49.25 K | $2.23 M | 7.73% | 0.62% |
| PAX FINANCIAL GROUP, LLC | 02/05/2026 | 47.95 K | $2.17 M | 22.78% | 0.60% |
| ARROWROOT FAMILY OFFICE, LLC | 02/11/2026 | 47.31 K | $2.14 M | 12.90% | 0.60% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 47.29 K | $2.14 M | 4.91% | 0.59% |
| QUADCAP WEALTH MANAGEMENT, LLC | 01/29/2026 | 43.79 K | $1.96 M | 1.89% | 0.55% |
| ABLE WEALTH MANAGEMENT LLC | 01/27/2026 | 43.08 K | $1.95 M | 22.45% | 0.54% |
| MASON & ASSOCIATES, LLC | 01/21/2026 | 42.30 K | $1.92 M | -8.51% | 0.53% |
| WAYFINDING FINANCIAL, LLC | 02/12/2026 | 41.40 K | $1.88 M | 100.00% | 0.52% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 40.92 K | $1.85 M | 9.98% | 0.51% |
| INTEGRITY WEALTH SOLUTIONS LLC | 02/02/2026 | 38.50 K | $1.74 M | 19.19% | 0.48% |
| VIAWEALTH, LLC | 02/10/2026 | 37.69 K | $1.71 M | 0.81% | 0.47% |
| STERLING INVESTMENT ADVISORS, LTD. | 02/09/2026 | 37.02 K | $1.68 M | 84.15% | 0.47% |
| ROYAL BANK OF CANADA | 02/17/2026 | 33.34 K | $1.51 M | 223.63% | 0.42% |
| CREATIVEONE WEALTH, LLC | 02/13/2026 | 32.46 K | $1.47 M | 22.83% | 0.41% |
| ECON FINANCIAL SERVICES CORP | 01/15/2026 | 29.46 K | $1.34 M | -37.07% | 0.37% |
| DESTINY WEALTH PARTNERS, LLC | 02/03/2026 | 28.89 K | $1.32 M | 8.68% | 0.36% |
| EQIS CAPITAL MANAGEMENT, INC. | 02/06/2026 | 28.65 K | $1.30 M | 100.00% | 0.36% |
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PIMCO Municipal Income Opportunities Active Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 167 institutional investors and hedge funds held shares of PIMCO Municipal Income Opportunities Active Exchange-Traded Fund. The most heavily invested institutionals were:
Cardinal Point Capital Management, ULC: 585,778
ENVESTNET ASSET MANAGEMENT INC: 496,120
Asio Capital, LLC: 188,799
COMMONWEALTH EQUITY SERVICES, LLC: 183,957
TRUIST FINANCIAL CORP: 172,917
CARY STREET PARTNERS FINANCIAL LLC: 165,911
94.59% of PIMCO Municipal Income Opportunities Active Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 8.55 M shares in the last 24 months. This purchase volume represents approximately $390.24 M in transactions.