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Pimco Enhcd ST M-Active ESG (EMNT)

CUSIP: 72201R643 | NYSE | 198 institutional holders

Quarters

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

Institutional Holders — Q3 2026

Milestone Investment Advisors LLC97,487
2.1% of portfolio›$9.6M
LPL Financial LLC68,265
0.0% of portfolio›$6.7M
Laurel Wealth Planning LLC47,200
2.0% of portfolio›$4.7M
Stewardship Advisors, LLC37,420
0.8% of portfolio›$3.7M
Wealth Enhancement Advisory Services, LLC16,868
0.0% of portfolio›$1.7M
First Affirmative Financial Network16,633
0.4% of portfolio›$1.6M
Commonwealth Equity Services, LLC15,604
0.0% of portfolio›$1.5M
Phoenix Wealth Advisors13,522
0.4% of portfolio›$1.3M
Robertson Stephens Wealth Management, LLC13,169
0.0% of portfolio›$1.3M
Partners Wealth Management, LLC11,939
0.1% of portfolio›$1.2M
Modera Wealth Management, LLC10,506
0.0% of portfolio›$1.0M
Walkner Condon Financial Advisors LLC10,177
0.1% of portfolio›$1.0M
SBE LLC DBA Cedar Cove Wealth Partners9,976
0.5% of portfolio›$983.6K
Allworth Financial LP9,625
0.0% of portfolio›$952.3K
Capital Advantage, Inc.9,147
0.1% of portfolio›$901.9K
Ashton Thomas Private Wealth, LLC8,917
0.0% of portfolio›$879.2K
LexAurum Advisors, LLC7,478
0.1% of portfolio›$737.3K
Mezzasalma Advisors, LLC7,224
0.1% of portfolio›$712.2K
Farther Finance Advisors, LLC6,351
0.0% of portfolio›$626.2K
Koenig Investment Advisory, LLC5,590
0.4% of portfolio›$551.1K
Diversify Wealth Management, LLC4,632
0.0% of portfolio›$456.6K
Diversify Advisory Services, LLC4,632
0.0% of portfolio›$456.6K
Cambridge Investment Research Advisors, Inc.4,545
0.0% of portfolio›$448
Kestra Advisory Services, LLC4,109
0.0% of portfolio›$405.1K
SAX Wealth Advisors, LLC3,942
0.0% of portfolio›$388.7K
Natural Investments, LLC3,910
0.1% of portfolio›$385.5K
Bond & Devick Financial Network, Inc.3,732
0.1% of portfolio›$368.0K
First Heartland Consultants, Inc.2,999
0.0% of portfolio›$295.7K
Fragasso Financial Advisors Inc2,660
0.0% of portfolio›$261.9K
Creative Planning2,636
0.0% of portfolio›$259.9K
Vise Technologies, Inc.2,613
0.0% of portfolio›$257.6K
Dynamic Advisor Solutions LLC2,572
0.0% of portfolio›$253.6K
Corepath Wealth Partners LLC2,436
0.2% of portfolio›$239.8K
Financial Insights, Inc.2,345
0.1% of portfolio›$231.2K
Stenger Family Office, LLC2,052
0.0% of portfolio›$206.0K
WealthPlan Investment Management, LLC2,044
0.0% of portfolio›$201.5K
Mascoma Wealth Management LLC2,002
0.0% of portfolio›$197.4K
American Capital Advisory, LLC1,459
0.0% of portfolio›$143.9K
PFS Partners, LLC819
0.0% of portfolio›$80.7K
Wealth Enhancement Trust Services, Inc.632
0.0% of portfolio›$62.3K
SYM Financial Corp195
0.0% of portfolio›$19.2K
IFP Advisors, Inc25
0.0% of portfolio›$2.5K
Next Level Wealth Planning, LLC22
0.0% of portfolio›$2.2K
MJT & Associates Financial Advisory Group, Inc.11
0.0% of portfolio›$1.1K
StyleTurnoverLocationFiled
Milestone Investment Advisors LLC
97,487$9.6M2.1%ETFVery LowMiddleton, WI2026-11-05
LPL Financial LLC
68,265$6.7M0.0%IndexVery LowFort Mill, SC2026-11-06
Laurel Wealth Planning LLC
47,200$4.7M2.0%ETFLowEdina, MN2026-11-02
Stewardship Advisors, LLC
37,420$3.7M0.8%ETFMediumMount Joy, PA2026-10-20
Wealth Enhancement Advisory Services, LLC
16,868$1.7M0.0%CoreLowPlymouth, MN2026-10-13
First Affirmative Financial Network
16,633$1.6M0.4%CoreN/AColorado Springs, CO2026-10-21
Commonwealth Equity Services, LLC
15,604$1.5M0.0%ETFLowWaltham, MA2026-11-02
Phoenix Wealth Advisors
13,522$1.3M0.4%CoreLowChapel Hill, NC2026-11-03
Robertson Stephens Wealth Management, LLC
13,169$1.3M0.0%ETFMediumSan Francisco, CA2026-10-16
Partners Wealth Management, LLC
11,939$1.2M0.1%CoreLowCarmel By The Sea, CA2026-10-28
Modera Wealth Management, LLC
10,506$1.0M0.0%ETFVery LowWestwood, NJ2026-10-28
Walkner Condon Financial Advisors LLC
10,177$1.0M0.1%ETFLowVerona, WI2026-11-02
SBE LLC DBA Cedar Cove Wealth Partners
9,976$983.6K0.5%ETFMediumBloomington, MN2026-10-15
Allworth Financial LP
9,625$952.3K0.0%IndexLowFolsom, CA2026-11-06
Capital Advantage, Inc.
9,147$901.9K0.1%ETFMediumWalnut Creek, CA2026-10-14
Ashton Thomas Private Wealth, LLC
8,917$879.2K0.0%CoreMediumScottsdale, AZ2026-11-03
LexAurum Advisors, LLC
7,478$737.3K0.1%ETFLowOverland Park, KS2026-10-19
Mezzasalma Advisors, LLC
7,224$712.2K0.1%GrowthLowTinton Falls, NJ2026-10-14
Farther Finance Advisors, LLC
6,351$626.2K0.0%IndexLowSan Francisco, CA2026-10-08
Koenig Investment Advisory, LLC
5,590$551.1K0.4%ETFVery LowAshland, OR2026-10-09
Diversify Wealth Management, LLC
4,632$456.6K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
4,632$456.6K0.0%GrowthLowSandy, UT2026-10-20
Cambridge Investment Research Advisors, Inc.
4,545$4480.0%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
4,109$405.1K0.0%CoreLowAustin, TX2026-11-02
SAX Wealth Advisors, LLC
3,942$388.7K0.0%ETFVery LowParsippany, NJ2026-10-13
Natural Investments, LLC
3,910$385.5K0.1%CoreMediumWindsor, CA2026-11-06
Bond & Devick Financial Network, Inc.
3,732$368.0K0.1%ETFVery LowSt. Louis Park, MN2026-10-23
First Heartland Consultants, Inc.
2,999$295.7K0.0%ETFMediumLake St. Louis, MO2026-10-08
Fragasso Financial Advisors Inc
2,660$261.9K0.0%ETFLowSewickley, PA2026-10-13
Creative Planning
2,636$259.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Vise Technologies, Inc.
2,613$257.6K0.0%IndexLowNew York, NY2026-10-29
Dynamic Advisor Solutions LLC
2,572$253.6K0.0%ETFLowPhoenix, AZ2026-10-13
Corepath Wealth Partners LLC
2,436$239.8K0.2%ETFVery LowScottsdale, AZ2026-10-21
Financial Insights, Inc.
2,345$231.2K0.1%ETFLowTacoma, WA2026-10-27
Stenger Family Office, LLC
2,052$206.0K0.0%GrowthMediumNaperville, IL2026-10-22
WealthPlan Investment Management, LLC
2,044$201.5K0.0%GrowthMediumOmaha, NE2026-10-15
Mascoma Wealth Management LLC
2,002$197.4K0.0%ETFVery LowHanover, NH2026-10-23
American Capital Advisory, LLC
1,459$143.9K0.0%ETFLowKetchum, ID2026-10-28
PFS Partners, LLC
819$80.7K0.0%ETFVery LowMine Hill, NJ2026-10-21
Wealth Enhancement Trust Services, Inc.
632$62.3K0.0%GrowthMediumSioux Falls, SD2026-10-07
SYM Financial Corp
195$19.2K0.0%ETFVery LowWinona Lake, IN2026-10-26
IFP Advisors, Inc
25$2.5K0.0%GrowthLowTampa, FL2026-10-16
Next Level Wealth Planning, LLC
22$2.2K0.0%ETFVery LowMeridian, ID2026-10-29
MJT & Associates Financial Advisory Group, Inc.
11$1.1K0.0%ETFLowMontevideo, MN2026-10-07