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 | 08/07/2026 | 1.33 M | $60.81 M | 24.40% | 16.71% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 851.52 K | $38.97 M | 71.64% | 10.71% |
| CARDINAL POINT CAPITAL MANAGEMENT, ULC | 07/14/2026 | 589.98 K | $27.00 M | 0.72% | 7.42% |
| GREAT VALLEY ADVISOR GROUP, INC. | 08/10/2026 | 576.66 K | $26.39 M | 17.02% | 7.25% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 456.51 K | $20.89 M | 11.57% | 5.74% |
| MORGAN STANLEY | 08/13/2026 | 439.71 K | $20.12 M | 327.02% | 5.53% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 342.45 K | $15.67 M | 34.39% | 4.31% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 07/28/2026 | 319.02 K | $14.60 M | 7,262.59% | 4.01% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 08/17/2026 | 306.17 K | $14.00 M | 100.00% | 3.85% |
| COLONY GROUP, LLC | 08/12/2026 | 286.22 K | $13.10 M | -3.50% | 3.60% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 276.69 K | $12.66 M | 50.41% | 3.48% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 265.86 K | $12.17 M | 25.05% | 3.34% |
| GEOWEALTH MANAGEMENT, LLC | 07/30/2026 | 210.20 K | $9.62 M | 31.54% | 2.64% |
| ASIO CAPITAL, LLC | 07/17/2026 | 198.40 K | $9.08 M | 5.09% | 2.49% |
| CARY STREET PARTNERS FINANCIAL LLC | 07/17/2026 | 173.56 K | $7.94 M | 4.61% | 2.18% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 170.35 K | $7.79 M | -1.49% | 2.14% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 156.67 K | $7.17 M | 16.69% | 1.97% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 148.70 K | $6.76 M | 27.84% | 1.87% |
| CARSONALLARIA WEALTH MANAGEMENT, LTD. | 07/28/2026 | 145.04 K | $6.64 M | -8.31% | 1.82% |
| TRUE NORTH ADVISORS, LLC | 07/22/2026 | 140.91 K | $6.45 M | 100.00% | 1.77% |
| BRIDGEWEALTH ADVISORY GROUP, LLC | 07/27/2026 | 135.67 K | $6.21 M | 4.15% | 1.71% |
| TORTOISE INVESTMENT MANAGEMENT, LLC | 08/07/2026 | 126.08 K | $5.77 M | 14.73% | 1.59% |
| SPRINKLE FINANCIAL CONSULTANTS LLC | 07/08/2026 | 122.76 K | $5.62 M | 24.33% | 1.54% |
| SITTNER & NELSON, LLC | 08/07/2026 | 120.97 K | $5.54 M | 16.23% | 1.52% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 114.03 K | $5.22 M | 62.04% | 1.43% |
| MCADAM, LLC | 08/04/2026 | 109.53 K | $5.01 M | 100.00% | 1.38% |
| ABLE WEALTH MANAGEMENT LLC | 07/29/2026 | 98.00 K | $4.48 M | 20.77% | 1.23% |
| WATERWAY WEALTH MANAGEMENT, LLC | 07/13/2026 | 92.92 K | $4.25 M | 1.62% | 1.17% |
| PAULSON WEALTH MANAGEMENT INC. | 08/04/2026 | 90.07 K | $4.12 M | -2.55% | 1.13% |
| STERLING INVESTMENT ADVISORS, LTD. | 07/28/2026 | 85.93 K | $3.93 M | 46.78% | 1.08% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 77.77 K | $3.56 M | 60.09% | 0.98% |
| EVERGREEN WEALTH PARTNERS LLC | 08/11/2026 | 77.41 K | $3.54 M | 3.23% | 0.97% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 76.78 K | $3.51 M | 544.99% | 0.97% |
| ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | 08/10/2026 | 74.95 K | $3.43 M | 2.30% | 0.94% |
| RFG ADVISORY, LLC | 07/15/2026 | 74.22 K | $3.40 M | 132.15% | 0.93% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 74.21 K | $3.40 M | 58.36% | 0.93% |
| VISE TECHNOLOGIES, INC. | 08/11/2026 | 72.50 K | $3.32 M | 100.00% | 0.91% |
| CREATIVEONE WEALTH, LLC | 08/13/2026 | 68.29 K | $3.12 M | 10.30% | 0.86% |
| GENEOS WEALTH MANAGEMENT INC. | 08/06/2026 | 64.94 K | $2.97 M | 1.17% | 0.82% |
| DAKOTA WEALTH MANAGEMENT | 08/07/2026 | 64.52 K | $2.95 M | 19.83% | 0.81% |
| PRASAD WEALTH PARTNERS, LLC | 07/29/2026 | 63.96 K | $2.93 M | 100.00% | 0.80% |
| ROYAL BANK OF CANADA | 08/14/2026 | 63.16 K | $2.89 M | 72.31% | 0.79% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 62.96 K | $2.88 M | 10.16% | 0.79% |
| JANE STREET GROUP, LLC | 08/14/2026 | 61.90 K | $2.83 M | -38.10% | 0.78% |
| VISIONARY WEALTH ADVISORS | 08/13/2026 | 60.76 K | $2.78 M | -13.50% | 0.76% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 54.99 K | $2.52 M | -2.68% | 0.69% |
| MASON & ASSOCIATES, LLC | 07/14/2026 | 54.51 K | $2.49 M | 16.41% | 0.69% |
| PAX FINANCIAL GROUP, LLC | 08/05/2026 | 52.53 K | $2.40 M | 6.37% | 0.66% |
| ECON FINANCIAL SERVICES CORP | 07/23/2026 | 52.08 K | $2.38 M | 44.18% | 0.65% |
| INTEGRITY WEALTH SOLUTIONS LLC | 07/30/2026 | 51.94 K | $2.38 M | 16.51% | 0.65% |
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PIMCO Municipal Income Opportunities Active Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 186 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: 1.33 M
ENVESTNET ASSET MANAGEMENT INC: 851,522
Cardinal Point Capital Management, ULC: 589,978
GREAT VALLEY ADVISOR GROUP, INC.: 576,657
NewEdge Advisors, LLC: 456,505
MORGAN STANLEY: 439,710
146.09% of PIMCO Municipal Income Opportunities Active Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 12.38 M shares in the last 24 months. This purchase volume represents approximately $564.84 M in transactions.