MINT institutional holders

PIMCO Enhanced Short Maturity Active Exchange-Traded Fund · 802 reporting institutions · $11.5B reported value

Institutional holdings

Institutions reporting MINT, largest first
InstitutionReported positionAdvisors at firmReport period
Jpmorgan Chase & Co$3.2B02026-06-30
Assetmark, Inc$1B2202026-06-30
Morgan Stanley$933.1M23,1852026-06-30
Wells Fargo & Company/mn$511.6M02026-06-30
Lpl Financial LLC$499.5M23,4582026-06-30
UBS Group AG$338.4M02026-06-30
Bank of America Corp /de$232.7M02026-06-30
Cwm, LLC$161.3M6672026-03-31
Focus Partners Wealth$137.8M1,0482026-06-30
Royal Bank of Canada$121.2M02026-06-30
Ae Wealth Management LLC$115.1M4712026-06-30
Allianz Asset Management GMBH$109.4M02026-06-30
Envestnet Pmc$104.2M602026-06-30
Bramshill Investments, LLC$101.3M02026-06-30
Raymond James Financial Inc$89.4M02026-06-30
Stifel Financial Corp$86.6M02026-06-30
Keybank National Association/oh$80.7M02026-06-30
Krilogy$79M642026-06-30
Newedge Advisors$78.2M6012026-06-30
Mariner, LLC$74.1M02026-06-30
Proficio Capital Partners LLC$72.9M22026-06-30
Osaic Holdings, Inc.$66.4M02026-06-30
Jfg Wealth Management, LLC$62.1M02025-09-30
Private Advisor Group, LLC$60.5M9272026-06-30
Hightower Advisors, LLC$59.2M1,0462026-06-30
Advisor Os, LLC$57M22026-06-30
Mjp Associates Inc /adv$56.6M122026-06-30
Commonwealth Equity Services, LLC$55.2M2,8632026-06-30
Atria Investments, Inc$49.2M62026-06-30
Northwestern Mutual Wealth Management Co$48.9M02026-06-30
Truist Financial Corp$46.6M02026-06-30
Modern Wealth Management, LLC$46M1612026-06-30
Gainplan LLC$45.5M72026-06-30
MML Investors Services, LLC$44.4M5,1202026-06-30
Northwestern Mutual Investment Management Company, LLC$39.6M02026-06-30
Family Manage LLC$39.2M102026-06-30
Mutual Advisors, LLC$38.5M1532026-06-30
Destination Wealth Management$35.6M372026-06-30
Waverly Advisors, LLC$35.4M2312026-06-30
Retirement Income Solutions, Inc$34.9M162026-06-30
Creative Planning$33.6M1,1712026-06-30
Cetera Investment Advisers$32.1M10,3702026-06-30
Merit Financial Group, LLC$30.5M2952026-06-30
Mason Investment Advisory Services, Inc.$27.8M312026-06-30
Hb Wealth Management, LLC$27.1M1692026-06-30
Wealthplan Investment Management, LLC$26.3M292026-06-30
TD Capital Management LLC$25.7M82026-06-30
Waterway Wealth Management, LLC$25M62026-06-30
Citigroup Inc$23.4M02026-06-30
Harbour Investments, Inc.$22.5M2472026-06-30
Phil A. Younker & Associates, Ltd.$22.3M22026-06-30
Roehl & Yi Investment Advisors, LLC$22.2M102026-06-30
Compound Planning, Inc.$21.6M752026-06-30
PNC Financial Services Group, Inc.$21.4M02026-06-30
Captrust Financial Advisors$21.3M9622026-06-30
Keen Wealth Advisors$21.1M222026-06-30
Arax Advisory Partners$20.3M2322026-06-30
Cornerstone Wealth Management, LLC$20M02026-06-30
Providence First Trust Co$19M02026-06-30
Visionary Wealth Advisors$18.4M462026-06-30
Arkadios Wealth Advisors$18.1M2262026-06-30
Novem Group$17.8M322026-06-30
Jones Financial Companies LLLP$17.2M02026-06-30
Williams Financial, LLC$17M42026-06-30
Brick & Kyle Associates Inc$16.9M52026-06-30
Clearstead; Clearstead Advisory Solutions$16.7M642026-06-30
First Heartland Consultants, Inc.$16.5M992026-06-30
Wealth Enhancement Advisory Services, LLC$16.4M1,0262026-06-30
Addison Capital Co$16.1M32026-06-30
Mission Hills Financial Advisory, LLC$15.9M32026-06-30
Bnp Paribas Financial Markets$15.6M02026-06-30
Brookstone Capital Management$15.3M3372026-06-30
Ameritas Advisory Services, LLC$15.3M5502026-06-30
Roof Eidam Maycock Peralta, LLC$15.1M52026-06-30
Cottage Street Advisors$14.8M22026-06-30
United Capital Financial Advisors, LLC$14.5M1662026-06-30
Beacon Pointe Advisors, LLC$14.5M4662026-06-30
Stratos Wealth Partners, Ltd.$14.3M3862026-06-30
Onedigital Investment Advisors LLC$14.1M3862026-06-30
Kestra Advisory Services, LLC$14.1M1,4792026-06-30
Cerity Partners LLC$13.9M7772026-06-30
Naples Global Advisors, LLC$13.8M162026-06-30
Comerica Bank$13.5M02025-12-31
Delta Investment Management, LLC$13.5M262026-06-30
Minichmacgregor Wealth Management, LLC$13.5M82026-06-30
Brown Advisory Inc$13.3M02026-06-30
Rockefeller Capital Management LP$13.2M3462026-06-30
Fifth Third Bancorp$13.2M02026-06-30
Stokes Capital Advisors, LLC$13M12026-06-30
Essex Financial Services, Inc.$12.9M332026-06-30
Cachetech Inc.$12.5M32026-06-30
Atlantic Edge Private Wealth Management, LLC$12.3M42026-06-30
Capital Investment Advisory Services, LLC$12.3M1032026-06-30
CIBC Private Wealth Group LLC$12.1M02025-12-31
Vance Wealth$12.1M132026-06-30
Mgo One Seven LLC$12M1182026-06-30
Flputnam Investment Management Co$12M782026-06-30
Buck Wealth Strategies, LLC$11.8M502026-06-30
Cahill Financial Advisors, Inc.$11.5M122026-06-30
Edelman Financial Engines$11.4M7222026-06-30
Arcadia Investment Management Corp/mi$11.4M02026-03-31
National Bank of Canada /fi$11M02026-06-30
Apexium Financial, LP$10.9M02025-09-30
Steward Partners Investment Advisory, LLC$10.8M4812026-06-30
Evergreen Capital Management LLC$10.8M282026-06-30
Resolute Wealth Strategies, LLC$10.8M62026-06-30
Monon Wealth Management$10.8M72026-06-30
Navpoint Financial, Inc.$10.7M32026-06-30
Aviance Capital Partners, LLC$10.7M62026-06-30
Afg Fiduciary Services$10.1M32026-06-30
Pinnacle Financial Group, LLC / Il$10M42026-06-30
Dynamic$9.9M752026-06-30
Mercer Global Advisors Inc /adv$9.7M02026-06-30
Alexis Investment Partners, LLC$9.7M02026-06-30
Vestgen Advisors, LLC$9.7M582026-06-30
Koenig Investment Advisory, LLC$9.6M32026-06-30
Aprio Wealth Management, LLC$9.2M362026-06-30
Palumbo Wealth Management LLC$9.2M52026-06-30
Mai Capital Management$9.1M3082026-06-30
Center for Asset Management, LLC$9M22026-06-30
Ifp Advisors, Inc$8.9M3182026-06-30
Pmg Wealth Management$8.9M42026-06-30
Ausdal Financial Partners, Inc.$8.7M1892026-06-30
Equitable Holdings, Inc.$8.4M02026-06-30
Gladstone Institutional Advisory LLC$8.3M1082026-06-30
Yhb Investment Advisors, Inc.$8.3M182026-06-30
Lowe Wealth Advisors, LLC$8.3M02025-09-30
Westhill Financial Advisors, Inc.$8.3M62026-06-30
Sittner & Nelson, LLC$8.2M42026-06-30
Howland Capital Management LLC$8.1M112026-06-30
Moneco Advisors, LLC$8M502026-06-30
Independent Solutions Wealth Management, LLC$7.9M302026-06-30
Mission Financial Group, LLC$7.9M62026-06-30
Gries Financial LLC$7.8M02025-09-30
Heirloom Wealth Management LLC$7.8M192026-06-30
Bamboo Wealth Strategies$7.7M52026-06-30
Wbh Advisory Inc$7.5M112026-06-30
Geneos Wealth Management, Inc.$7.2M1932026-06-30
Gatepass Capital, LLC$7.1M32026-06-30
Trek Financial, LLC$7.1M632026-06-30
CIBC World Market Inc.$7M02026-06-30
Migdal Insurance & Financial Holdings Ltd.$7M02026-06-30
Maimon Wealth Management Ltd.$7M02026-06-30
Integrated Wealth Concepts LLC$6.9M4802026-06-30
Sanctuary Advisors, LLC$6.8M4012026-06-30
Planned Solutions, Inc.$6.8M82026-06-30
Independent Financial Group, LLC$6.8M4812026-06-30
Beacon Investment Advisory Services, Inc.$6.8M312026-06-30
Oceanside Advisors LLC$6.7M42026-06-30
Alexander Labrunerie & Co., Inc.$6.6M52026-06-30
Scotia Capital Inc.$6.6M02026-06-30
Hub Investment Partners, LLC$6.5M1182026-06-30
Integrity Alliance, Llc.$6.5M3532026-06-30
Farther Finance Advisors, LLC$6.4M3342026-06-30
Channel Wealth, LLC$6.4M92026-06-30
Flagship Private Wealth, LLC$6.4M42026-06-30
Procyon$6.4M532026-06-30
Stephens Inc /ar$6.3M2432026-06-30
Wcg Wealth Advisors LLC$6.3M1302026-06-30
CIBC Bancorp USA Inc.$6.3M02026-06-30
Private Family Wealth Advisors$6.3M22026-06-30
Main Street Financial Solutions, LLC$6.2M412026-06-30
Sigma Planning Corp$6.2M4742026-06-30
&partners$6.1M5552026-06-30
Sentinel Pension Advisors, LLC$6.1M512026-06-30
Financial Advocates Investment Management$6M02025-09-30
Bhk Investment Advisors, LLC$6M52026-06-30
Hardworking Capital Advisors, LLC$5.9M22026-06-30
Halbert Hargrove Global Advisors, LLC$5.9M432026-06-30
Concurrent Investment Advisors, LLC$5.8M3492026-06-30
Capital Advisors Wealth Management, LLC$5.8M62026-06-30
Uncommon Cents Investing LLC$5.8M42026-06-30
Robertson Stephens Wealth Management, LLC$5.8M722026-06-30
Kathmere Capital Management, LLC$5.7M172026-06-30
Smith Thornton Advisors LLC$5.6M72026-06-30
Stone Wealth Partners LLC$5.6M72026-06-30
Gateway Wealth Partners, LLC$5.6M1012026-06-30
Aegis Wealth Management, Inc.$5.5M252026-06-30
Hershey Financial Advisers, LLC$5.5M32026-06-30
Johnson Financial Group, LLC$5.5M352026-06-30
Whittier Trust Co$5.3M02026-06-30
Tfr Capital, Llc.$5.3M52026-06-30
Capital Management Associates, Inc$5.3M142026-06-30
Joel Adams and Associates Inc.$5.3M32026-06-30
Strategic Investment Advisors / Mi$5.3M02026-06-30
Global Retirement Partners LLC$5.2M4912026-06-30
Bank of Montreal /can$5.2M02026-06-30
Jmac Enterprises LLC$5.2M32026-06-30
World Investment Advisors$5.1M3592026-06-30
Advocacy Wealth Management, LLC$5.1M302026-06-30
Baird Financial Group, Inc.$5M02026-06-30
Vima LLC$5M122026-06-30
Jacobi Capital Management LLC$4.9M322026-06-30
Oxinas Partners Wealth Management$4.9M72026-06-30
Curi Capital, LLC$4.9M942026-06-30
The Advocate Group, LLC$4.9M92026-06-30
Wincap Financial LLC$4.8M72026-06-30
Goodman Advisory Group, LLC$4.8M62026-06-30
City Center Advisors, LLC$4.8M72026-06-30
Milestone Asset Management, LLC$4.8M112026-06-30
Values First Advisors, Inc.$4.7M72026-06-30
Friedenthal Financial, LLC$4.7M42026-06-30
Cim, LLC$4.7M32026-06-30
Leavell Investment Management, Inc.$4.7M252026-06-30
Flaharty Asset Management, LLC$4.6M102026-06-30
Cornerstone Financial Group, LLC /ne$4.6M52026-06-30
Barnes Wealth Management Group$4.5M72026-06-30
Pinnacle Associates, Ltd.$4.4M332026-06-30
Mullaney, Keating & Wright, Inc.$4.4M32026-06-30
Geowealth Management, LLC$4.4M02026-06-30
Cary Street Partners Financial LLC$4.4M02026-06-30
Stonex Group Inc.$4.4M02026-06-30
Sfg Wealth Management, Llc.$4.3M92026-06-30
Able Financial Group, LLC$4.2M92026-06-30
Klaas Financial Asset Advisors, LLC$4.2M142026-06-30
Westside Investment Management, LLC$4.2M72026-06-30
Rfg Advisory, LLC$4.1M1912026-06-30
Creativeone Wealth, LLC$4.1M2212026-06-30
Citadel Advisors LLC$4.1M02026-06-30
Sequoia Financial Group, LLC$4M2582026-06-30
Nest Investments, LLC$4M112026-06-30
Sachetta, LLC$4M02026-06-30
Camelot Portfolios, LLC$4M32026-06-30
Skyoak Wealth, LLC$3.9M52026-06-30
TD Waterhouse Canada Inc.$3.8M02026-06-30
First Trust Advisors LP$3.8M6072026-06-30
Parsons Capital Management Inc/ri$3.8M142026-06-30
Fsm Wealth Advisors, LLC$3.8M162026-06-30
Savvy Advisors, Inc.$3.8M2142026-06-30
Bip Wealth, LLC$3.7M622026-06-30
Aim Capital$3.7M22026-06-30
Choreo, LLC$3.7M1482026-06-30
Essential Planning, Llc.$3.6M32026-06-30
McKinley Carter Wealth Services, Inc.$3.5M252026-06-30
Muirfield Wealth Advisors LLC$3.5M22026-06-30
Northcoast Asset Management LLC$3.5M312026-06-30
Stonebridge Financial Planning Group, LLC$3.5M52026-06-30
Surience Private Wealth LLC$3.5M22026-06-30
Mattern Wealth Management LLC$3.5M42026-06-30
Advisory Services Network$3.5M2532026-06-30
Montag$3.4M92026-06-30
Apollon Wealth Management, LLC$3.3M1512026-06-30
Axxcess Wealth Management, LLC$3.2M382026-06-30
Corient Private Wealth LP$3.2M6742026-06-30
Lido Advisors, LLC$3.2M3202026-06-30
Integrity Wealth Solutions LLC$3.2M22026-06-30
Intergy Private Wealth, LLC$3.1M52026-06-30
Pinnacle Financial Partners, Inc.$3.1M02026-06-30
Susquehanna International Group, LLP$3.1M02026-06-30
Sage Capital Management, LLC$3M32026-06-30

The 250 largest of 802 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-06-30 to 2026-06-30