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Pimco Commodity Active Strat (CMDT)

CUSIP: 72201R593 | NYSE | 138 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GFirst National Advisers, LLC3,669,13414.7%New 5%+ stakeAug 31, 202662d ahead of 13F (461,835 sh) · +3,207,299
13GFirst National Advisers, LLC

Institutional Holders — Q3 2026

Apollon Wealth Management, LLC2,638,821
1.0% of portfolio›$91.5M
Fidelity D & D Bancorp Inc330,461
3.9% of portfolio›$11.5M
Cambridge Investment Research Advisors, Inc.194,760
0.0% of portfolio›$6.8K
Apollon Financial, LLC166,236
0.7% of portfolio›$5.8M
Exchange Traded Concepts, LLC164,739
0.0% of portfolio›$5.7M
Krilogy Financial LLC67,849
0.1% of portfolio›$2.2M
Dahring | Cusmano LLC45,974
0.7% of portfolio›$1.6M
Stonebridge Financial Group, LLC45,057
0.1% of portfolio›$1.6M
Choreo, LLC44,927
0.0% of portfolio›$1.6M
Patten & Patten Inc41,010
0.1% of portfolio›$1.4M
Walkner Condon Financial Advisors LLC22,321
0.1% of portfolio›$773.6K
Commonwealth Equity Services, LLC19,900
0.0% of portfolio›$689.7K
Farther Finance Advisors, LLC13,948
0.0% of portfolio›$483.4K
Signature Wealth Management Partners, LLC13,402
0.2% of portfolio›$464.5K
Opus Capital Group, LLC8,955
0.0% of portfolio›$310
Kestra Advisory Services, LLC7,793
0.0% of portfolio›$270.1K
Arbor Investment Advisors, LLC7,284
0.0% of portfolio›$252.5K
M Wealth Management, LLC6,146
0.2% of portfolio›$213.0K
Ashton Thomas Private Wealth, LLC1,647
0.0% of portfolio›$57.1K
Sunrise Financial Services, LLC1,501
0.0% of portfolio›$52.0K
Private Trust Co NA419
0.0% of portfolio›$14.5K
Elevated Capital Advisors, LLC390
0.0% of portfolio›$13.5K
Assetmark, Inc267
0.0% of portfolio›$9.3K
James T. Borello RIA221
0.0% of portfolio›$7.7K
Allspring Global Investments Holdings, LLC183
0.0% of portfolio›$5.8K
Morton Brown Family Wealth, LLC101
0.0% of portfolio›$3.5K
Lloyd Advisory Services, Llc.5
0.0% of portfolio›$157
StyleTurnoverLocationFiled
Apollon Wealth Management, LLC
2,638,821$91.5M1.0%GrowthLowMount Pleasant, SC2026-10-23
Fidelity D & D Bancorp Inc
330,461$11.5M3.9%ETFVery LowScranton, PA2026-11-05
Cambridge Investment Research Advisors, Inc.
194,760$6.8K0.0%ETFLowFairfield, IA2026-11-02
Apollon Financial, LLC
166,236$5.8M0.7%ETFVery LowMount Pleasant, SC2026-10-23
Exchange Traded Concepts, LLC
164,739$5.7M0.0%GrowthMediumOklahoma City, OK2026-10-28
Krilogy Financial LLC
67,849$2.2M0.1%GrowthLowSt. Louis, MO2026-10-13
Dahring | Cusmano LLC
45,974$1.6M0.7%ETFLowNovi, MI2026-11-03
Stonebridge Financial Group, LLC
45,057$1.6M0.1%ETFMediumWormleysburg, PA2026-10-01
Choreo, LLC
44,927$1.6M0.0%IndexLowRockford, IL2026-10-28
Patten & Patten Inc
41,010$1.4M0.1%CoreLowChattanooga, TN2026-10-26
Walkner Condon Financial Advisors LLC
22,321$773.6K0.1%ETFLowVerona, WI2026-11-02
Commonwealth Equity Services, LLC
19,900$689.7K0.0%ETFLowWaltham, MA2026-11-02
Farther Finance Advisors, LLC
13,948$483.4K0.0%IndexLowSan Francisco, CA2026-10-08
Signature Wealth Management Partners, LLC
13,402$464.5K0.2%GrowthVery LowMontvale, NJ2026-10-21
Opus Capital Group, LLC
8,955$3100.0%ETFVery LowCincinnati, OH2026-10-30
Kestra Advisory Services, LLC
7,793$270.1K0.0%CoreLowAustin, TX2026-11-02
Arbor Investment Advisors, LLC
7,284$252.5K0.0%ETFVery LowWinston Salem, NC2026-10-26
M Wealth Management, LLC
6,146$213.0K0.2%ETFVery LowSan Diego, CA2026-10-14
Ashton Thomas Private Wealth, LLC
1,647$57.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Sunrise Financial Services, LLC
1,501$52.0K0.0%ETFMediumBurien, WA2026-10-21
Private Trust Co NA
419$14.5K0.0%CoreLowCleveland, OH2026-10-20
Elevated Capital Advisors, LLC
390$13.5K0.0%ETFMediumSandy, UT2026-11-04
Assetmark, Inc
267$9.3K0.0%ETFLowConcord, CA2026-10-21
James T. Borello RIA
221$7.7K0.0%ETFVery LowEast Dundee, IL2026-10-16
Allspring Global Investments Holdings, LLC
183$5.8K0.0%CoreMediumCharlotte, NC2026-11-04
Morton Brown Family Wealth, LLC
101$3.5K0.0%ETFVery LowAllentown, PA2026-10-23
Lloyd Advisory Services, Llc.
5$1570.0%ETFVery HighSuwanee, GA2026-11-02
3,669,134
14.7% of class · Aug 31, 2026New 5%+ stake
62d ahead of 13F (461,835 sh) · +3,207,299