Grundlæggende statistik
| Institutionelle ejere | 104 total, 104 long only, 0 short only, 0 long/short - change of 17,78% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2718 % - change of -16,13% MRQ |
| Institutionelle aktier (lange) | 5.332.036 (ex 13D/G) - change of 1,01MM shares 23,36% MRQ |
| Institutionel værdi (lang) | $ 199.027 USD ($1000) |
Institutionelt ejerskab og aktionærer
PIMCO ETF Trust - PIMCO Municipal Income Opportunities Active Exchange-Traded Fund (US:MINO) har 104 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 5,332,036 aktier. Største aktionærer omfatter Cwm, Llc, Great Valley Advisor Group, Inc., LPL Financial LLC, Waterway Wealth Management, LLC, Kovitz Investment Group Partners, LLC, Truist Financial Corp, Envestnet Asset Management Inc, Advisor Group Holdings, Inc., GWM Advisors LLC, and Cary Street Partners Financial Llc .
PIMCO ETF Trust - PIMCO Municipal Income Opportunities Active Exchange-Traded Fund (ARCA:MINO) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of September 8, 2025 is 44,71 / share. Previously, on September 9, 2024, the share price was 45,79 / share. This represents a decline of 2,36% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
for at låse premium-data op og eksportere til Excel 
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 300 | 0,00 | 13 | 0,00 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 88.807 | -41,29 | 3.928 | -41,96 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 439 | 5,53 | 19 | 5,56 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 38.098 | -10,85 | 1.704 | -11,48 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7.400 | 12.658,62 | 327 | 16.250,00 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 34.243 | 68,37 | 1.515 | 66,56 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 4.857 | 215 | ||||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 13.550 | 595 | ||||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 19.718 | -3,42 | 872 | -4,49 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3.954 | 160,99 | 175 | 159,70 | ||||
| 2025-08-14 | 13F | Cove Street Capital, LLC | 11.427 | 505 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 192.720 | 7,86 | 8.524 | 6,67 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 6.833 | 0,00 | 302 | -0,98 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 43.863 | 91,95 | 1.935 | 89,24 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 6.245 | 276 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 414.729 | 18.344 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 30.600 | 153,69 | 1 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 14.590 | 645 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 85.456 | -16,89 | 4 | -25,00 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 11.543 | 6,92 | 511 | 5,81 | ||||
| 2025-08-14 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 22.437 | 12,65 | 1 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 17.606 | 779 | ||||||
| 2025-04-28 | 13F | Oregon Pacific Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 1.860 | -25,30 | 82 | -26,13 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1.700 | 0 | ||||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 22.892 | 1.013 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 873 | 39 | ||||||
| 2025-08-14 | 13F | Waterway Wealth Management, LLC | 374.393 | 34,06 | 16.560 | 32,56 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 13.992 | -2,37 | 619 | -3,59 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 145.888 | 32,25 | 6.453 | 30,77 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 25.014 | -48,19 | 1.106 | -48,77 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1.207 | 30,35 | 53 | 29,27 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 5.105 | 0,59 | 226 | -0,88 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 113.448 | 31,92 | 5 | 66,67 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 381.976 | 5,27 | 16.895 | 4,09 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 14.581 | -15,75 | 645 | -16,80 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 38.589 | 0,30 | 1.707 | -0,81 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 481.185 | 12,96 | 21 | 10,53 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 9.964 | -3,37 | 441 | -4,56 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 285 | 13 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 173.656 | 28,14 | 7.681 | 26,71 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 23.393 | 142,49 | 1.035 | 139,91 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 17.197 | -14,88 | 1 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 48.532 | -65,67 | 2.147 | -66,06 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2.244 | 0,00 | 99 | -1,00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 6.543 | -19,29 | 289 | -20,17 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 56.866 | 0,60 | 2.515 | -0,51 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 59.792 | -0,63 | 2.645 | -1,75 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 12.483 | 552 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 12.750 | 564 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 22.710 | -50,75 | 1.004 | -51,31 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 29.522 | -22,51 | 1.306 | -23,42 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 32.881 | 37,85 | 1.454 | 36,40 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 6.825 | -11,80 | 302 | -13,01 | ||||
| 2025-08-08 | 13F | Hedeker Wealth, LLC | 34.998 | -4,54 | 1.548 | -5,61 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 7.260 | 6,98 | 321 | 5,94 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 5.902 | -74,20 | 261 | -74,49 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1.288 | -98,76 | 57 | -98,79 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 11.399 | 27,43 | 504 | 26,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2.327 | 0,91 | 103 | -0,97 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 5.029 | -45,01 | 222 | -45,72 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 52.586 | -37,03 | 2 | -33,33 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 143.132 | 6.331 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 546 | 0 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 206.709 | 25,88 | 9.143 | 24,47 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 9.180 | 406 | ||||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 14.667 | -6,10 | 649 | -7,16 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 20.350 | 39,29 | 900 | 37,83 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 16.987 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 284.748 | 42,41 | 12.593 | 40,80 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 6.763 | 18,67 | 307 | 18,08 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 17.150 | 759 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 10.100 | 5,42 | 0 | |||||
| 2025-08-12 | 13F | Argent Trust Co | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 11.944 | -4,30 | 528 | -5,55 | ||||
| 2025-07-17 | 13F | Asio Capital, LLC | 133.265 | 5.894 | ||||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 48.520 | 140,78 | 2.146 | 138,18 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 66.506 | -42,26 | 2.942 | -42,92 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 46.867 | -5,18 | 2.073 | -6,24 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 37.017 | 0,43 | 1.637 | -0,67 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 7.262 | 318 | ||||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | SFG Wealth Management, LLC. | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 44.254 | 1.957 | ||||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 31.153 | 26,50 | 1.378 | 25,07 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 48.215 | 9,30 | 2.133 | 8,06 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 180.325 | 14,23 | 7.978 | 12,97 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 265 | -1,12 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 12.692 | -7,22 | 561 | -8,18 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 5.895 | -6,72 | 261 | -7,80 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 7.156 | -93,80 | 317 | -93,88 | ||||
| 2025-04-24 | 13F | Bordeaux Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 46.527 | 5,08 | 2.058 | 3,89 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 159.580 | 7.058 | ||||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 12.000 | 0,00 | 531 | -1,12 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3.309 | -8,01 | 146 | -8,75 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 39.152 | -22,32 | 1.732 | -23,20 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 46.230 | 2.045 | ||||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 39.775 | 15,31 | 1.759 | 14,07 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 7.630 | 337 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 546 | 0,00 | 25 | 0,00 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 8.262 | 826.100,00 | 365 | |||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 33.043 | 0,55 | 1.462 | -1,28 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 40 | 0,00 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 115.153 | -46,70 | 5.093 | -47,30 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 1.966 | 0,98 | 86 | 0,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 14.871 | 112,56 | 658 | 110,58 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 6.022 | 0,00 | 266 | -1,12 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 38.490 | -15,44 | 1.702 | -16,40 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 19.487 | 101,02 | 862 | 98,85 |
