Pimco Enhcd ST M-Active ESG (EMNT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Milestone Investment Advisors LLC

INCREASED

Shares97,487 from 96,932

Change+555 (+1%)

Value$9.6M (+$21.4K)

Filed 2026-11-05

LPL Financial LLC

INCREASED

Shares68,265 from 63,794

Change+4,471 (+7%)

Value$6.7M (+$418.8K)

Filed 2026-11-06

Laurel Wealth Planning LLC

INCREASED

Shares47,200 from 44,758

Change+2,442 (+5%)

Value$4.7M (+$225.4K)

Filed 2026-11-02

Stewardship Advisors, LLC

DECREASED

Shares37,420 from 37,700

Change-280 (-1%)

Value$3.7M (-$40.6K)

Filed 2026-10-20

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares16,868 from 43,972

Change-27,104 (-62%)

Value$1.7M (-$2.7M)

Filed 2026-10-13

First Affirmative Financial Network

NEW

Shares16,633

Change+16,633

Value$1.6M

Filed 2026-10-21

Commonwealth Equity Services, LLC

DECREASED

Shares15,604 from 17,430

Change-1,826 (-10%)

Value$1.5M (-$186.0K)

Filed 2026-11-02

Phoenix Wealth Advisors

INCREASED

Shares13,522 from 12,649

Change+873 (+7%)

Value$1.3M (+$81.7K)

Filed 2026-11-03

Robertson Stephens Wealth Management, LLC

DECREASED

Shares13,169 from 13,294

Change-125 (-1%)

Value$1.3M (-$16.9K)

Filed 2026-10-16

Partners Wealth Management, LLC

NEW

Shares11,939

Change+11,939

Value$1.2M

Filed 2026-10-28

Modera Wealth Management, LLC

UNCHANGED

Shares10,506 from 10,506

Change0 (0%)

Value$1.0M (-$3.6K)

Filed 2026-10-28

Walkner Condon Financial Advisors LLC

DECREASED

Shares10,177 from 16,794

Change-6,617 (-39%)

Value$1.0M (-$658.2K)

Filed 2026-11-02

SBE LLC DBA Cedar Cove Wealth Partners

INCREASED

Shares9,976 from 9,648

Change+328 (+3%)

Value$983.6K (+$29.0K)

Filed 2026-10-15

Allworth Financial LP

INCREASED

Shares9,625 from 9,427

Change+198 (+2%)

Value$952.3K (+$19.6K)

Filed 2026-11-06

Capital Advantage, Inc.

INCREASED

Shares9,147 from 8,748

Change+399 (+5%)

Value$901.9K (+$36.3K)

Filed 2026-10-14

Ashton Thomas Private Wealth, LLC

INCREASED

Shares8,917 from 8,829

Change+88 (+1%)

Value$879.2K (+$5.6K)

Filed 2026-11-03

LexAurum Advisors, LLC

INCREASED

Shares7,478 from 6,672

Change+806 (+12%)

Value$737.3K (+$77.2K)

Filed 2026-10-19

Mezzasalma Advisors, LLC

INCREASED

Shares7,224 from 5,902

Change+1,322 (+22%)

Value$712.2K (+$128.3K)

Filed 2026-10-14

Farther Finance Advisors, LLC

DECREASED

Shares6,351 from 6,765

Change-414 (-6%)

Value$626.2K (-$43.1K)

Filed 2026-10-08

Koenig Investment Advisory, LLC

DECREASED

Shares5,590 from 5,597

Change-7 (0%)

Value$551.1K (-$2.6K)

Filed 2026-10-09

Diversify Wealth Management, LLC

NEW

Shares4,632

Change+4,632

Value$456.6K

Filed 2026-10-20

Diversify Advisory Services, LLC

NEW

Shares4,632

Change+4,632

Value$456.6K

Filed 2026-10-20

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares4,545 from 4,761

Change-216 (-5%)

Value$448 (-$470.6K)

Filed 2026-11-02

Kestra Advisory Services, LLC

INCREASED

Shares4,109 from 3,330

Change+779 (+23%)

Value$405.1K (+$75.6K)

Filed 2026-11-02

SAX Wealth Advisors, LLC

DECREASED

Shares3,942 from 11,661

Change-7,719 (-66%)

Value$388.7K (-$764.9K)

Filed 2026-10-13

Natural Investments, LLC

INCREASED

Shares3,910 from 3,611

Change+299 (+8%)

Value$385.5K (+$28.5K)

Filed 2026-11-06

Bond & Devick Financial Network, Inc.

UNCHANGED

Shares3,732 from 3,732

Change0 (0%)

Value$368.0K (-$1.3K)

Filed 2026-10-23

First Heartland Consultants, Inc.

DECREASED

Shares2,999 from 3,027

Change-28 (-1%)

Value$295.7K (-$3.8K)

Filed 2026-10-08

Fragasso Financial Advisors Inc

INCREASED

Shares2,660 from 2,644

Change+16 (+1%)

Value$261.9K (+$314)

Filed 2026-10-13

Creative Planning

DECREASED

Shares2,636 from 3,023

Change-387 (-13%)

Value$259.9K (-$39.2K)

Filed 2026-11-02

Vise Technologies, Inc.

DECREASED

Shares2,613 from 2,614

Change-1 (0%)

Value$257.6K (-$998)

Filed 2026-10-29

Dynamic Advisor Solutions LLC

DECREASED

Shares2,572 from 2,629

Change-57 (-2%)

Value$253.6K (-$6.5K)

Filed 2026-10-13

Corepath Wealth Partners LLC

DECREASED

Shares2,436 from 3,647

Change-1,211 (-33%)

Value$239.8K (-$120.0K)

Filed 2026-10-21

Financial Insights, Inc.

DECREASED

Shares2,345 from 2,715

Change-370 (-14%)

Value$231.2K (-$37.4K)

Filed 2026-10-27

Stenger Family Office, LLC

NEW

Shares2,052

Change+2,052

Value$206.0K

Filed 2026-10-22

WealthPlan Investment Management, LLC

NEW

Shares2,044

Change+2,044

Value$201.5K

Filed 2026-10-15

Mascoma Wealth Management LLC

UNCHANGED

Shares2,002 from 2,002

Change0 (0%)

Value$197.4K (-$689)

Filed 2026-10-23

American Capital Advisory, LLC

UNCHANGED

Shares1,459 from 1,459

Change0 (0%)

Value$143.9K (-$502)

Filed 2026-10-28

PFS Partners, LLC

INCREASED

Shares819 from 645

Change+174 (+27%)

Value$80.7K (+$16.9K)

Filed 2026-10-21

Wealth Enhancement Trust Services, Inc.

DECREASED

Shares632 from 927

Change-295 (-32%)

Value$62.3K (-$29.4K)

Filed 2026-10-07

SYM Financial Corp

UNCHANGED

Shares195 from 195

Change0 (0%)

Value$19.2K (-$67)

Filed 2026-10-26

IFP Advisors, Inc

NEW

Shares25

Change+25

Value$2.5K

Filed 2026-10-16

Next Level Wealth Planning, LLC

NEW

Shares22

Change+22

Value$2.2K

Filed 2026-10-29

MJT & Associates Financial Advisory Group, Inc.

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$1.1K (-$4)

Filed 2026-10-07

Clear Point Advisors Inc.

CLOSED

Shares0 from 25,520

Change-25,520 (-100%)

Value$0 (-$2.6M)

Filed 2026-10-30

Towerpoint Wealth, LLC

CLOSED

Shares0 from 2,449

Change-2,449 (-100%)

Value$0 (-$242.3K)

Filed 2026-10-13

Allianz SE

N/A

Shares— from 249,000

Change-249,000 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 211,780

Change-211,780 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 117,039

Change-117,039 (-100%)

Value—

WCG Wealth Advisors LLC

N/A

Shares— from 53,660

Change-53,660 (-100%)

Value—

Destination Wealth Management

N/A

Shares— from 50,500

Change-50,500 (-100%)

Value—

VSM Wealth Advisory, LLC

N/A

Shares— from 50,493

Change-50,493 (-100%)

Value—

UBS Group AG

N/A

Shares— from 40,248

Change-40,248 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 34,745

Change-34,745 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 26,269

Change-26,269 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 24,540

Change-24,540 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 21,821

Change-21,821 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 19,974

Change-19,974 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 13,831

Change-13,831 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 12,517

Change-12,517 (-100%)

Value—

LGT Group Foundation

N/A

Shares— from 11,216

Change-11,216 (-100%)

Value—

Atlanta Consulting Group Advisors, LLC

N/A

Shares— from 10,190

Change-10,190 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 8,364

Change-8,364 (-100%)

Value—

Mason & Associates Inc

N/A

Shares— from 7,479

Change-7,479 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 7,125

Change-7,125 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 6,550

Change-6,550 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 6,541

Change-6,541 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 6,174

Change-6,174 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 5,109

Change-5,109 (-100%)

Value—

Amara Financial, Llc.

N/A

Shares— from 4,918

Change-4,918 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 3,971

Change-3,971 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 3,919

Change-3,919 (-100%)

Value—

Round Rock Advisors LLC

N/A

Shares— from 3,763

Change-3,763 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 3,069

Change-3,069 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 2,822

Change-2,822 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 2,755

Change-2,755 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 2,480

Change-2,480 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 2,269

Change-2,269 (-100%)

Value—

Tradition Wealth Management, LLC

N/A

Shares— from 2,029

Change-2,029 (-100%)

Value—

Sovereign Investment Advisors, LLC

N/A

Shares— from 2,026

Change-2,026 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,009

Change-1,009 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 854

Change-854 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 548

Change-548 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 500

Change-500 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 288

Change-288 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 272

Change-272 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 230

Change-230 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 150

Change-150 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 94

Change-94 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 51

Change-51 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 47

Change-47 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 6

Change-6 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

	Status
Milestone Investment Advisors LLC	INCREASED	97,487	96,932	+555	+1%	$9.6M	$9.6M	+$21.4K	2026-11-05
LPL Financial LLC	INCREASED	68,265	63,794	+4,471	+7%	$6.3M	$6.7M	+$418.8K	2026-11-06
Laurel Wealth Planning LLC	INCREASED	47,200	44,758	+2,442	+5%	$4.4M	$4.7M	+$225.4K	2026-11-02
Stewardship Advisors, LLC	DECREASED	37,420	37,700	-280	-1%	$3.7M	$3.7M	-$40.6K	2026-10-20
Wealth Enhancement Advisory Services, LLC	DECREASED	16,868	43,972	-27,104	-62%	$4.3M	$1.7M	-$2.7M	2026-10-13
First Affirmative Financial Network	NEW	16,633	—	+16,633	—	—	$1.6M	—	2026-10-21
Commonwealth Equity Services, LLC	DECREASED	15,604	17,430	-1,826	-10%	$1.7M	$1.5M	-$186.0K	2026-11-02
Phoenix Wealth Advisors	INCREASED	13,522	12,649	+873	+7%	$1.3M	$1.3M	+$81.7K	2026-11-03
Robertson Stephens Wealth Management, LLC	DECREASED	13,169	13,294	-125	-1%	$1.3M	$1.3M	-$16.9K	2026-10-16
Partners Wealth Management, LLC	NEW	11,939	—	+11,939	—	—	$1.2M	—	2026-10-28
Modera Wealth Management, LLC	UNCHANGED	10,506	10,506	0	0%	$1.0M	$1.0M	-$3.6K	2026-10-28
Walkner Condon Financial Advisors LLC	DECREASED	10,177	16,794	-6,617	-39%	$1.7M	$1.0M	-$658.2K	2026-11-02
SBE LLC DBA Cedar Cove Wealth Partners	INCREASED	9,976	9,648	+328	+3%	$954.5K	$983.6K	+$29.0K	2026-10-15
Allworth Financial LP	INCREASED	9,625	9,427	+198	+2%	$932.7K	$952.3K	+$19.6K	2026-11-06
Capital Advantage, Inc.	INCREASED	9,147	8,748	+399	+5%	$865.6K	$901.9K	+$36.3K	2026-10-14
Ashton Thomas Private Wealth, LLC	INCREASED	8,917	8,829	+88	+1%	$873.6K	$879.2K	+$5.6K	2026-11-03
LexAurum Advisors, LLC	INCREASED	7,478	6,672	+806	+12%	$660.1K	$737.3K	+$77.2K	2026-10-19
Mezzasalma Advisors, LLC	INCREASED	7,224	5,902	+1,322	+22%	$583.9K	$712.2K	+$128.3K	2026-10-14
Farther Finance Advisors, LLC	DECREASED	6,351	6,765	-414	-6%	$669.3K	$626.2K	-$43.1K	2026-10-08
Koenig Investment Advisory, LLC	DECREASED	5,590	5,597	-7	0%	$553.7K	$551.1K	-$2.6K	2026-10-09
Diversify Wealth Management, LLC	NEW	4,632	—	+4,632	—	—	$456.6K	—	2026-10-20
Diversify Advisory Services, LLC	NEW	4,632	—	+4,632	—	—	$456.6K	—	2026-10-20
Cambridge Investment Research Advisors, Inc.	DECREASED	4,545	4,761	-216	-5%	$471.0K	$448	-$470.6K	2026-11-02
Kestra Advisory Services, LLC	INCREASED	4,109	3,330	+779	+23%	$329.5K	$405.1K	+$75.6K	2026-11-02
SAX Wealth Advisors, LLC	DECREASED	3,942	11,661	-7,719	-66%	$1.2M	$388.7K	-$764.9K	2026-10-13
Natural Investments, LLC	INCREASED	3,910	3,611	+299	+8%	$357.0K	$385.5K	+$28.5K	2026-11-06
Bond & Devick Financial Network, Inc.	UNCHANGED	3,732	3,732	0	0%	$369.2K	$368.0K	-$1.3K	2026-10-23
First Heartland Consultants, Inc.	DECREASED	2,999	3,027	-28	-1%	$299.5K	$295.7K	-$3.8K	2026-10-08
Fragasso Financial Advisors Inc	INCREASED	2,660	2,644	+16	+1%	$261.6K	$261.9K	+$314	2026-10-13
Creative Planning	DECREASED	2,636	3,023	-387	-13%	$299.1K	$259.9K	-$39.2K	2026-11-02
Vise Technologies, Inc.	DECREASED	2,613	2,614	-1	0%	$258.6K	$257.6K	-$998	2026-10-29
Dynamic Advisor Solutions LLC	DECREASED	2,572	2,629	-57	-2%	$260.1K	$253.6K	-$6.5K	2026-10-13
Corepath Wealth Partners LLC	DECREASED	2,436	3,647	-1,211	-33%	$359.9K	$239.8K	-$120.0K	2026-10-21
Financial Insights, Inc.	DECREASED	2,345	2,715	-370	-14%	$268.6K	$231.2K	-$37.4K	2026-10-27
Stenger Family Office, LLC	NEW	2,052	—	+2,052	—	—	$206.0K	—	2026-10-22
WealthPlan Investment Management, LLC	NEW	2,044	—	+2,044	—	—	$201.5K	—	2026-10-15
Mascoma Wealth Management LLC	UNCHANGED	2,002	2,002	0	0%	$198.1K	$197.4K	-$689	2026-10-23
American Capital Advisory, LLC	UNCHANGED	1,459	1,459	0	0%	$144.4K	$143.9K	-$502	2026-10-28
PFS Partners, LLC	INCREASED	819	645	+174	+27%	$63.8K	$80.7K	+$16.9K	2026-10-21
Wealth Enhancement Trust Services, Inc.	DECREASED	632	927	-295	-32%	$91.7K	$62.3K	-$29.4K	2026-10-07
SYM Financial Corp	UNCHANGED	195	195	0	0%	$19.3K	$19.2K	-$67	2026-10-26
IFP Advisors, Inc	NEW	25	—	+25	—	—	$2.5K	—	2026-10-16
Next Level Wealth Planning, LLC	NEW	22	—	+22	—	—	$2.2K	—	2026-10-29
MJT & Associates Financial Advisory Group, Inc.	UNCHANGED	11	11	0	0%	$1.1K	$1.1K	-$4	2026-10-07
Clear Point Advisors Inc.	CLOSED	0	25,520	-25,520	-100%	$2.6M	$0	-$2.6M	2026-10-30
Towerpoint Wealth, LLC	CLOSED	0	2,449	-2,449	-100%	$242.3K	$0	-$242.3K	2026-10-13
Allianz SE	N/A	—	249,000	-249,000	-100%	$24.6M	—	—	—
PFG Investments, LLC	N/A	—	211,780	-211,780	-100%	$21.0M	—	—	—
Morgan Stanley	N/A	—	117,039	-117,039	-100%	$11.6M	—	—	—
WCG Wealth Advisors LLC	N/A	—	53,660	-53,660	-100%	$5.3M	—	—	—
Destination Wealth Management	N/A	—	50,500	-50,500	-100%	$5.0M	—	—	—
VSM Wealth Advisory, LLC	N/A	—	50,493	-50,493	-100%	$5.1M	—	—	—
UBS Group AG	N/A	—	40,248	-40,248	-100%	$4.0M	—	—	—
Cerity Partners LLC	N/A	—	34,745	-34,745	-100%	$3.4M	—	—	—
Citadel Advisors LLC	N/A	—	26,269	-26,269	-100%	$2.6M	—	—	—
Bank of America Corp	N/A	—	24,540	-24,540	-100%	$2.4M	—	—	—
Jane Street Group, LLC	N/A	—	21,821	-21,821	-100%	$2.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	19,974	-19,974	-100%	$2.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	13,831	-13,831	-100%	$1.4M	—	—	—
EP Wealth Advisors, LLC	N/A	—	12,517	-12,517	-100%	$1.2M	—	—	—
LGT Group Foundation	N/A	—	11,216	-11,216	-100%	$1.1M	—	—	—
Atlanta Consulting Group Advisors, LLC	N/A	—	10,190	-10,190	-100%	$1.0M	—	—	—
Cresset Asset Management, LLC	N/A	—	8,364	-8,364	-100%	$827.5K	—	—	—
Mason & Associates Inc	N/A	—	7,479	-7,479	-100%	$740.0K	—	—	—
Raymond James Financial Inc	N/A	—	7,125	-7,125	-100%	$704.9K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	6,550	-6,550	-100%	$648.0K	—	—	—
Royal Bank of Canada	N/A	—	6,541	-6,541	-100%	$647.0K	—	—	—
JPMorgan Chase & Co	N/A	—	6,174	-6,174	-100%	$610.8K	—	—	—
Mutual Advisors, LLC	N/A	—	5,109	-5,109	-100%	$505.5K	—	—	—
Amara Financial, Llc.	N/A	—	4,918	-4,918	-100%	$486.6K	—	—	—
Flow Traders U.S. LLC	N/A	—	3,971	-3,971	-100%	$393.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	3,919	-3,919	-100%	$387.7K	—	—	—
Round Rock Advisors LLC	N/A	—	3,763	-3,763	-100%	$372.3K	—	—	—
Summit Financial, LLC	N/A	—	3,069	-3,069	-100%	$303.6K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	2,822	-2,822	-100%	$279.2K	—	—	—
Envestnet Asset Management Inc	N/A	—	2,755	-2,755	-100%	$272.6K	—	—	—
NewEdge Advisors, LLC	N/A	—	2,480	-2,480	-100%	$245.4K	—	—	—
Essex Financial Services, Inc.	N/A	—	2,269	-2,269	-100%	$224.5K	—	—	—
Tradition Wealth Management, LLC	N/A	—	2,029	-2,029	-100%	$200.8K	—	—	—
Sovereign Investment Advisors, LLC	N/A	—	2,026	-2,026	-100%	$200.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,009	-1,009	-100%	$99.8K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	854	-854	-100%	$84.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	548	-548	-100%	$54.3K	—	—	—
IMA Advisory Services, Inc.	N/A	—	500	-500	-100%	$49.5K	—	—	—
Harbour Investments, Inc.	N/A	—	288	-288	-100%	$28.5K	—	—	—
ST Germain D J Co Inc	N/A	—	272	-272	-100%	$26.9K	—	—	—
Ameriflex Group, Inc.	N/A	—	230	-230	-100%	$22.8K	—	—	—
Smartleaf Asset Management LLC	N/A	—	150	-150	-100%	$14.8K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	94	-94	-100%	$9.3K	—	—	—
National Bank of Canada	N/A	—	51	-51	-100%	$5.0K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	47	-47	-100%	$4.7K	—	—	—
Arax Advisory Partners	N/A	—	6	-6	-100%	$594	—	—	—
AE Wealth Management LLC	N/A	—	6	-6	-100%	$594	—	—	—

Showing 93 of 93 institutions