CUSIP 72202L389
PIMCO EQUITY SER
69 institutions · $121.3M total · 6,344,931 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 909,524 | $21.0M | 14.33% | 2025-12-31 |
| 2 | Schiavi & Co LLC | 886,773 | $20.5M | 13.97% | 2025-12-31 |
| 3 | EVOLVE PRIVATE WEALTH, LLC | 550,070 | $12.8M | 8.66% | 2025-12-31 |
| 4 | Sanctuary Advisors, LLC | 548,836 | $10.5M | 8.64% | 2024-12-31 |
| 5 | Austin Wealth Management, LLC | 308,964 | $7.3M | 4.86% | 2025-12-31 |
| 6 | Pasadena Private Wealth, LLC | 330,160 | $6.3M | 5.20% | 2024-12-31 |
| 7 | INTEGRATED CAPITAL MANAGEMENT, INC. | 240,956 | $5.6M | 3.79% | 2025-12-31 |
| 8 | ALTFEST L J & CO INC | 215,678 | $5.0M | 3.39% | 2025-12-31 |
| 9 | Orion Portfolio Solutions, LLC | 187,076 | $3.6M | 2.94% | 2025-03-31 |
| 10 | MML INVESTORS SERVICES, LLC | 144,832 | $3.3M | 2.28% | 2025-12-31 |
| 11 | Williams & Novak, LLC | 144,180 | $3.3M | 2.27% | 2025-12-31 |
| 12 | StoneX Group Inc. | 123,214 | $2.3M | 1.94% | 2025-06-30 |
| 13 | Brinker Capital Investments, LLC | 94,418 | $2.2M | 1.48% | 2025-12-31 |
| 14 | Merriman Wealth Management, LLC | 118,837 | $2.2M | 1.87% | 2023-12-31 |
| 15 | GOLDMAN SACHS GROUP INC | 99,415 | $1.9M | 1.56% | 2024-03-31 |
| 16 | ENTREWEALTH, LLC | 72,267 | $1.9M | 1.13% | 2025-12-31 |
| 17 | Walkner Condon Financial Advisors LLC | 57,690 | $1.3M | 0.90% | 2025-12-31 |
| 18 | Crossmark Global Holdings, Inc. | 52,727 | $1.2M | 0.83% | 2025-09-30 |
| 19 | CITADEL ADVISORS LLC | 41,375 | $875.4K | 0.65% | 2025-06-30 |
| 20 | OLD MISSION CAPITAL LLC | 36,883 | $852.8K | 0.58% | 2025-12-31 |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 27,422 | $658.2K | 0.43% | 2025-12-31 |
| 22 | LPL Financial LLC | 28,098 | $649.7K | 0.44% | 2025-12-31 |
| 23 | JANE STREET GROUP, LLC | 21,003 | $485.7K | 0.33% | 2025-12-31 |
| 24 | AE Wealth Management LLC | 26,194 | $474.9K | 0.41% | 2023-12-31 |
| 25 | Bank of New York Mellon Corp | 23,046 | $450.6K | 0.36% | 2024-03-31 |
| 26 | BANK OF MONTREAL /CAN/ | 21,329 | $439.0K | 0.33% | 2024-06-30 |
| 27 | Cetera Investment Advisers | 16,846 | $389.5K | 0.26% | 2025-12-31 |
| 28 | Empirical Asset Management, LLC | 15,367 | $346.0K | 0.24% | 2025-09-30 |
| 29 | COMMONWEALTH EQUITY SERVICES, LLC | 14,427 | $333.6K | 0.22% | 2025-12-31 |
| 30 | Dynamic Advisor Solutions LLC | 15,894 | $325.2K | 0.25% | 2024-06-30 |
| 31 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,763 | $318.2K | 0.21% | 2025-12-31 |
| 32 | AQR CAPITAL MANAGEMENT LLC | 12,951 | $299.5K | 0.20% | 2025-12-31 |
| 33 | ADVISOR GROUP HOLDINGS, INC. | 12,024 | $278.0K | 0.18% | 2025-12-31 |
| 34 | Kathleen S. Wright Associates Inc. | 12,064 | $271.7K | 0.19% | 2025-09-30 |
| 35 | Atria Wealth Solutions, Inc. | 14,120 | $255.9K | 0.22% | 2023-09-30 |
| 36 | OPPENHEIMER & CO INC | 14,050 | $254.7K | 0.22% | 2023-12-31 |
| 37 | WELLS FARGO & COMPANY/MN | 10,293 | $238.0K | 0.16% | 2025-12-31 |
| 38 | Cetera Advisors LLC | 11,484 | $224.6K | 0.18% | 2024-03-31 |
| 39 | Ameritas Advisory Services, LLC | 11,465 | $218.6K | 0.18% | 2025-03-31 |
| 40 | First Horizon Advisors, Inc. | 7,478 | $158.7K | 0.11% | 2024-09-30 |
| 41 | Asset Dedication, LLC | 3,155 | $73.0K | 0.04% | 2025-12-31 |
| 42 | Royal Bank of Canada | 2,912 | $55.0K | 0.04% | 2024-12-31 |
| 43 | Mascoma Wealth Management LLC | 2,199 | $39.9K | 0.03% | 2023-12-31 |
| 44 | ASSETMARK, INC | 1,206 | $27.9K | 0.01% | 2025-12-31 |
| 45 | SageView Advisory Group, LLC | 924 | $21.4K | 0.01% | 2025-12-31 |
| 46 | JPMORGAN CHASE & CO | 910 | $20.5K | 0.01% | 2025-09-30 |
| 47 | Steward Partners Investment Advisory, LLC | 814 | $18.3K | 0.01% | 2025-09-30 |
| 48 | Global Retirement Partners, LLC | 763 | $17.6K | 0.01% | 2025-12-31 |
| 49 | PARK AVENUE SECURITIES LLC | 674,865 | $15.6K | 10.63% | 2025-12-31 |
| 50 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 766 | $15.0K | 0.01% | 2024-03-31 |
| 51 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 588 | $10.6K | 0.00% | 2023-12-31 |
| 52 | UBS Group AG | 287 | $6.6K | 0.00% | 2025-12-31 |
| 53 | Peterson Financial Group, Inc. | 302 | $6.4K | 0.00% | 2024-09-30 |
| 54 | Baystate Wealth Management LLC | 184 | $3.3K | 0.00% | 2023-12-31 |
| 55 | Sandy Spring Bank | 154 | $2.9K | 0.00% | 2023-09-30 |
| 56 | FLOW TRADERS U.S. LLC | 113,911 | $2.6K | 1.79% | 2025-12-31 |
| 57 | Cape Investment Advisory, Inc. | 100 | $2.3K | 0.00% | 2025-12-31 |
| 58 | Horan Securities, Inc. | 124 | $2.2K | 0.00% | 2023-06-30 |
| 59 | CREATIVE FINANCIAL DESIGNS INC /ADV | 114 | $2.1K | 0.00% | 2023-12-31 |
| 60 | Princeton Global Asset Management LLC | 50 | $1.2K | 0.00% | 2025-12-31 |
| 61 | Cambridge Investment Research Advisors, Inc. | 29,463 | $681 | 0.46% | 2025-12-31 |
| 62 | Impact Partnership Wealth, LLC | 32 | $596 | 0.00% | 2023-09-30 |
| 63 | Virtu Financial LLC | 13,099 | $303 | 0.20% | 2025-12-31 |
| 64 | FMR LLC | 14 | $262 | 0.00% | 2025-03-31 |
| 65 | Roble, Belko & Company, Inc | 4,799 | $111 | 0.07% | 2025-12-31 |
| 66 | MORGAN STANLEY | 1 | $32 | 0.00% | 2025-12-31 |
| 67 | REAP Financial Group, LLC | 1 | $21 | 0.00% | 2025-06-30 |
| 68 | CIBC Private Wealth Group, LLC | 1 | $16 | 0.00% | 2024-09-30 |
| 69 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |