CUSIP 72201T342
PIMCO EQUITY SER
45 institutions · $79.4M total · 1,897,387 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Sellwood Investment Partners LLC | 490,135 | $20.6M | 25.83% | 2025-12-31 |
| 2 | Savant Capital, LLC | 198,131 | $8.3M | 10.44% | 2025-12-31 |
| 3 | Balanced Rock Investment Advisors LLC | 147,728 | $6.2M | 7.78% | 2025-12-31 |
| 4 | Arlington Financial Advisors, LLC | 127,322 | $5.3M | 6.71% | 2025-12-31 |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 119,740 | $5.0M | 6.31% | 2025-12-31 |
| 6 | Northwest Bancshares, Inc. | 109,992 | $4.6M | 5.79% | 2025-12-31 |
| 7 | Envestnet Portfolio Solutions, Inc. | 100,202 | $4.2M | 5.28% | 2025-12-31 |
| 8 | GenWealth Group, Inc. | 85,000 | $3.6M | 4.47% | 2025-12-31 |
| 9 | Cetera Investment Advisers | 66,336 | $2.8M | 3.49% | 2025-12-31 |
| 10 | LPL Financial LLC | 58,152 | $2.4M | 3.06% | 2025-12-31 |
| 11 | NewEdge Advisors, LLC | 49,497 | $2.1M | 2.60% | 2025-12-31 |
| 12 | Financial Insights, Inc. | 49,333 | $1.9M | 2.60% | 2025-06-30 |
| 13 | Bruce G. Allen Investments, LLC | 38,065 | $1.6M | 2.00% | 2025-12-31 |
| 14 | OSAIC HOLDINGS, INC. | 31,047 | $1.3M | 1.63% | 2025-12-31 |
| 15 | Dynamic Advisor Solutions LLC | 20,995 | $881.6K | 1.10% | 2025-12-31 |
| 16 | Mason & Associates Inc | 19,780 | $830.6K | 1.04% | 2025-12-31 |
| 17 | GOLDMAN SACHS GROUP INC | 17,189 | $721.8K | 0.90% | 2025-12-31 |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17,329 | $705.3K | 0.91% | 2025-09-30 |
| 19 | FLAGSHIP HARBOR ADVISORS, LLC | 13,384 | $562.0K | 0.70% | 2025-12-31 |
| 20 | Walkner Condon Financial Advisors LLC | 13,226 | $555.4K | 0.69% | 2025-12-31 |
| 21 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | 11,620 | $487.9K | 0.61% | 2025-12-31 |
| 22 | JNBA Financial Advisors | 9,976 | $418.9K | 0.52% | 2025-12-31 |
| 23 | KWB Wealth | 9,707 | $407.6K | 0.51% | 2025-12-31 |
| 24 | Royal Bank of Canada | 11,127 | $404.0K | 0.58% | 2025-09-30 |
| 25 | Bond & Devick Financial Network, Inc. | 8,605 | $361.3K | 0.45% | 2025-12-31 |
| 26 | BANK OF AMERICA CORP /DE/ | 8,356 | $340.1K | 0.44% | 2025-12-31 |
| 27 | CITADEL ADVISORS LLC | 7,937 | $333.3K | 0.41% | 2025-12-31 |
| 28 | RHS Financial, LLC | 7,065 | $296.7K | 0.37% | 2025-12-31 |
| 29 | Milestone Investment Advisors LLC | 5,953 | $250.0K | 0.31% | 2025-12-31 |
| 30 | RAYMOND JAMES FINANCIAL INC | 5,404 | $226.9K | 0.28% | 2025-12-31 |
| 31 | Sprinkle Financial Consultants LLC | 5,283 | $221.8K | 0.27% | 2025-12-31 |
| 32 | ENVESTNET ASSET MANAGEMENT INC | 5,089 | $213.7K | 0.26% | 2025-12-31 |
| 33 | Williams & Novak, LLC | 5,000 | $209.9K | 0.26% | 2025-12-31 |
| 34 | TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 4,815 | $202.2K | 0.25% | 2025-12-31 |
| 35 | Farther Finance Advisors, LLC | 4,700 | $197.4K | 0.24% | 2025-12-31 |
| 36 | AdvisorNet Financial, Inc | 2,994 | $125.7K | 0.15% | 2025-12-31 |
| 37 | Providence Capital Advisors, LLC | 2,889 | $107.5K | 0.15% | 2024-09-30 |
| 38 | Larson Financial Group LLC | 2,418 | $101.5K | 0.12% | 2025-12-31 |
| 39 | Centennial Bank/AR/ | 3,000 | $83.7K | 0.15% | 2024-06-30 |
| 40 | Smartleaf Asset Management LLC | 1,453 | $61.7K | 0.07% | 2025-12-31 |
| 41 | Denver PWM, LLC | 682 | $25.4K | 0.03% | 2024-12-31 |
| 42 | Global Retirement Partners, LLC | 516 | $21.7K | 0.02% | 2025-12-31 |
| 43 | BLUELINE ADVISORS LLC | 200 | $8.4K | 0.01% | 2025-12-31 |
| 44 | UBS Group AG | 15 | $630 | 0.00% | 2025-12-31 |
| 45 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |