PIMCO Enhcd St M-Active ESGEMNTETF
13F holders, Q1 2025 (March 31)72holders +9
16new positions
6sold out
$98.71avg. 13F price*
At the end of Q1 2025, 72 institutions reported holding PIMCO Enhcd St M-Active ESG (EMNT) in their 13F filings, up 9 from Q4 2024. 16 opened new positions and 6 sold out. The largest holders were Allianz Investment Management U.S. LLC ($24.5M), PFG Investments, LLC ($11.6M) and Morgan Stanley ($10.0M).
- Company
- PIMCO Enhcd St M-Active ESG
- CUSIP
- 72201R643
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $6.9M |
| Exits | 6 | $2.8M |
All 13F filers, Q4 2024 → Q1 2025: 203,143 shares bought and 133,247 shares sold, net +69,896 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| Allianz Investment Management U.S. LLC | 1.35% | No change | 249,000 | $24.5M |
| PFG Investments, LLC | 0.74% | Add +92.3% | 117,186 | $11.6M |
| Morgan Stanley | 0.00% | Reduce -22.9% | 100,801 | $10.0M |
| Milestone Investment Advisors LLC | 1.87% | Add +78.5% | 68,247 | $6.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -22.1% | 59,444 | $5.9M |
| Destination Wealth Management | 0.16% | Add +1.8% | 51,199 | $5.1M |
| Clarity Asset Management, Inc. | 3.09% | Add +17.8% | 48,651 | $4.8M |
| Stewardship Advisors, LLC | 1.18% | Add +11.7% | 44,393 | $4.4M |
| Laurel Wealth Planning LLC | 2.79% | Add +1.3% | 42,440 | $4.2M |
| Cerity Partners LLC | 0.01% | Add +25.1% | 38,491 | $3.8M |
| UBS Group AG | 0.00% | Add +4.2% | 33,968 | $3.4M |
| Osaic Holdings, Inc. | 0.01% | Add +48.4% | 27,400 | $2.7M |
| Jane Street Group, LLC | 0.00% | New | 19,766 | $2.0M |
| Robertson Stephens Wealth Management, LLC | 0.07% | Reduce -16.7% | 17,976 | $1.8M |
| LPL Financial LLC | 0.00% | Reduce -57.6% | 16,416 | $1.6M |
| First Affirmative Financial Network | 0.82% | Reduce -13.7% | 13,539 | $1.3M |
| Bank of Montreal | 0.00% | New | 11,473 | $1.1M |
| Modera Wealth Management, LLC | 0.02% | Reduce -1.3% | 11,293 | $1.1M |
| Walkner Condon Financial Advisors LLC | 0.22% | Add +14.5% | 10,802 | $1.1M |
| Farther Finance Advisors, LLC | 0.03% | New | 10,409 | $1.0M |
| WealthShield Partners, LLC | 0.12% | Add +0.5% | 9,756 | $963K |
| Blue Oak Capital, LLC | 0.50% | Add +5.5% | 9,189 | $907K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +4.7% | 7,868 | $777K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +4.7% | 7,868 | $777K |
| JPMorgan Chase & Co. | 0.00% | Add +386.9% | 7,376 | $728K |
| Amara Financial, Llc. | 0.61% | Add +25.1% | 6,686 | $660K |
| Royal Bank of Canada | 0.00% | Reduce -0.1% | 5,781 | $571K |
| Capital Advantage, Inc. | 0.10% | No change | 5,584 | $550K |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.3% | 5,176 | $511K |
| Citigroup Inc. | 0.00% | Add +1.0% | 4,862 | $480K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.2% | 4,640 | $458K |
| Round Rock Advisors LLC | 0.08% | No change | 4,352 | $430K |
| Creative Planning | 0.00% | Add +10.1% | 4,238 | $419K |
| Fig Financial Advisory Services Inc. | 0.29% | New | 4,191 | $414K |
| Raymond James Financial Inc. | 0.00% | New | 4,122 | $407K |
| Allworth Financial LP | 0.00% | Add +293.1% | 3,982 | $393K |
| Trademark Financial Management, LLC | 0.29% | Add +6.8% | 3,813 | $377K |
| Janney Montgomery Scott LLC | 0.00% | New | 3,709 | $366K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 3,601 | $356K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 3,500 | $346K |
| Natural Investments, LLC | 0.10% | Add +43.6% | 3,495 | $345K |
| Mezzasalma Advisors, LLC | 0.12% | Reduce -5.4% | 3,387 | $334K |
| Mascoma Wealth Management LLC | 0.08% | Reduce -17.0% | 3,355 | $331K |
| Envestnet Asset Management Inc. | 0.00% | Add +4.1% | 3,224 | $318K |
| Financial Insights, Inc. | 0.11% | New | 2,856 | $282K |
| Live Oak Investment Partners | 0.21% | New | 2,725 | $269K |
| CW Advisors, LLC | 0.00% | Reduce -0.1% | 2,642 | $261K |
| US Bancorp \de | 0.00% | New | 2,618 | $259K |
| NewEdge Wealth, LLC | 0.00% | No change | 2,369 | $234K |
| Cwm, LLC | 0.00% | Reduce -0.3% | 2,349 | $232K |
| Towerpoint Wealth, LLC | 0.11% | Add +8.1% | 2,288 | $226K |
| Corient Private Wealth LP | 0.00% | New | 2,101 | $207K |
| Cim, LLC | 0.03% | New | 2,090 | $206K |
| Perennial Investment Advisors, LLC | 0.02% | New | 2,078 | $205K |
| Lido Advisors, LLC | 0.00% | New | 2,064 | $204K |
| Bank of America Corp. | 0.00% | Reduce -18.7% | 1,665 | $164K |
| American Capital Advisory, LLC | 0.08% | No change | 1,459 | $144K |
| LFA - Lugano Financial Advisors SA | 0.06% | Reduce -96.6% | 961 | $95K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.6% | 888 | $88K |
| Harbour Investments, Inc. | 0.00% | Reduce -8.9% | 482 | $48K |
| NewEdge Advisors, LLC | 0.00% | No change | 430 | $42K |
| St Germain D J Co. Inc. | 0.00% | No change | 195 | $19K |
| Creekmur Asset Management LLC | 0.00% | No change | 175 | $17K |
| Smartleaf Asset Management LLC | 0.00% | No change | 150 | $15K |
| PFS Partners, LLC | 0.01% | Add +1.6% | 124 | $12K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 94 | $9K |
| Comerica Bank | 0.00% | New | 70 | $7K |
| Wells Fargo & Company | 0.00% | New | 63 | $6K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | — | 12 | $1K |
| Arax Advisory Partners | 0.00% | New | 6 | $593 |
| AE Wealth Management LLC | 0.00% | Reduce -98.0% | 6 | $593 |
| Keystone Global Partners, LLC | 0.00% | — | 2 | $197 |
"% of holder's portfolio" is EMNT's weight in each manager's 13F, not the share of PIMCO Enhcd St M-Active ESG the manager owns.