PIMCO Enhcd St M-Active ESGEMNTETF

13F holders, Q4 2025 (December 31)
77holders +12
15new positions
3sold out
1famous investor
$98.55avg. 13F price*

At the end of Q4 2025, 77 institutions reported holding PIMCO Enhcd St M-Active ESG (EMNT) in their 13F filings, up 12 from Q3 2025. 15 opened new positions and 3 sold out. The largest holders were Allianz SE ($24.5M), PFG Investments, LLC ($19.5M) and Morgan Stanley ($13.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
PIMCO Enhcd St M-Active ESG
CUSIP
72201R643
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 59Q1 2024Q2 2024: 64Q2 2024Q3 2024: 62Q3 2024Q4 2024: 63Q4 2024Q1 2025: 72Q1 2025Q2 2025: 71Q2 2025Q3 2025: 65Q3 2025Q4 2025: 77Q4 2025Q1 2026: 74Q1 2026Q2 2026: 86Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions15$32.4M
Exits3$528K

All 13F filers, Q3 2025 → Q4 2025: 435,847 shares bought and 59,790 shares sold, net +376,057 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 77 holders

Allianz SE 0.32% New 249,000 $24.5M
PFG Investments, LLC 0.92% Reduce -6.9% 197,765 $19.5M
Morgan Stanley 0.00% Add +17.3% 135,539 $13.4M
Milestone Investment Advisors LLC 2.29% Reduce -13.5% 95,784 $9.4M
WCG Wealth Advisors LLC 0.23% Add +249.7% 82,390 $8.1M
Wealth Enhancement Advisory Services, LLC 0.01% Add +6.4% 66,996 $6.6M
Clarity Asset Management, Inc. 3.31% Add +2.9% 61,055 $6.0M
Destination Wealth Management 0.12% Add +6.3% 47,503 $4.7M
Laurel Wealth Planning LLC 2.42% Add +6.3% 44,308 $4.4M
LPL Financial LLC 0.00% Add +14.0% 42,784 $4.2M
UBS Group AG 0.00% Add +0.4% 39,843 $3.9M
Cerity Partners LLC 0.01% Reduce -1.4% 36,333 $3.6M
Stewardship Advisors, LLC 0.74% Reduce -24.4% 32,449 $3.2M
Bank of America Corp. 0.00% Add +0.6% 24,456 $2.4M
Jane Street Group, LLC 0.00% New 21,453 $2.1M
Osaic Holdings, Inc. 0.00% Reduce -1.9% 21,355 $2.1M
Mercer Global Advisors Inc. 0.00% New 20,312 $1.9M
Cwm, LLC 0.01% Add +16.8% 18,783 $1.9M
Walkner Condon Financial Advisors LLC 0.22% Add +2.2% 15,776 $1.6M
Phoenix Wealth Advisors 0.55% Reduce -9.9% 14,610 $1.4M
Robertson Stephens Wealth Management, LLC 0.04% Reduce -21.0% 13,401 $1.3M
Mason & Associates Inc 0.25% New 13,230 $1.3M
Sax Wealth Advisors, LLC 0.05% Add +0.3% 11,478 $1.1M
LGT Group Foundation 0.01% Add +0.8% 11,153 $1.1M
Orion Porfolio Solutions, LLC 0.01% Add +2.0% 11,052 $1.1M
Modera Wealth Management, LLC 0.01% Reduce -2.1% 10,635 $1.0M
Commonwealth Equity Services, LLC 0.00% Add +1.0% 9,109 $898K
Ashton Thomas Private Wealth, LLC 0.02% Add +1.1% 8,667 $857K
Capital Advantage, Inc. 0.11% Add +21.1% 8,568 $845K
Sbe LLC Dba Cedar Cove Wealth Partners 0.43% — 8,340 $822K
Amara Financial, Llc. 0.47% Add +0.6% 6,946 $685K
Royal Bank of Canada 0.00% Add +0.3% 6,075 $599K
Citadel Advisors 0.00% New 5,838 $575K
Mezzasalma Advisors, LLC 0.14% Add +69.0% 5,795 $572K
WealthShield Partners, LLC 0.06% Add +7.5% 5,783 $570K
Koenig Investment Advisory, LLC 0.45% — 5,634 $557K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.8% 4,855 $479K
LongView Asset Management LLC 0.27% New 3,963 $391K
Allworth Financial LP 0.00% Add +0.5% 3,951 $389K
Global Retirement Partners, LLC 0.01% No change 3,919 $386K
Round Rock Advisors LLC 0.06% No change 3,803 $375K
Raymond James Financial Inc. 0.00% Add +12.6% 3,752 $370K
Bond & Devick Financial Network, Inc. 0.10% New 3,732 $368K
Natural Investments, LLC 0.09% New 3,723 $367K
Beacon Pointe Advisors, LLC 0.00% Reduce -0.1% 3,676 $362K
Creative Planning 0.00% No change 3,566 $352K
Corepath Wealth Partners LLC 0.23% Add +1.2% 3,473 $343K
Live Oak Investment Partners 0.21% Add +31.4% 3,442 $339K
Envestnet Asset Management Inc. 0.00% Reduce -9.5% 3,128 $308K
First Heartland Consultants, Inc. 0.02% Add +9.2% 2,944 $290K
Financial Insights, Inc. 0.09% Reduce -1.4% 2,816 $278K
Citigroup Inc. 0.00% Reduce -10.4% 2,735 $270K
Dynamic Advisor Solutions LLC 0.01% New 2,544 $251K
Composition Wealth, LLC 0.00% Reduce -72.0% 2,524 $249K
Fragasso Financial Advisors Inc 0.01% Add +7.1% 2,344 $231K
Mutual Advisors, LLC 0.00% New 2,298 $227K
Essex Financial Services, Inc. 0.01% New 2,262 $223K
Towerpoint Wealth, LLC 0.09% Reduce -1.1% 2,206 $217K
Corient Private Wealth LP 0.00% No change 2,101 $207K
Mascoma Wealth Management LLC 0.04% Reduce -22.6% 2,055 $203K
American Capital Advisory, LLC 0.06% No change 1,459 $144K
Farther Finance Advisors, LLC 0.00% Add +3245.2% 1,037 $102K
Wealth Enhancement Trust Services, Inc. 0.01% — 895 $88K
Ameritas Investment Partners, Inc. 0.00% Add +0.5% 876 $86K
Harbour Investments, Inc. 0.00% No change 611 $60K
PFS Partners, LLC 0.03% Add +229.4% 583 $57K
JPMorgan Chase & Co. 0.00% Add +5.5% 479 $47K
NewEdge Advisors, LLC 0.00% No change 430 $42K
Rockefeller Capital Management L.P. 0.00% New 344 $34K
Flagship Harbor Advisors, LLC 0.00% New 300 $30K
Kestra Advisory Services, LLC 0.00% New 206 $20K
St Germain D J Co. Inc. 0.00% No change 160 $16K
Smartleaf Asset Management LLC 0.00% No change 150 $15K
Aptus Capital Advisors, LLC 0.00% No change 94 $9K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 11 $1K
Arax Advisory Partners 0.00% New 6 $592
AE Wealth Management LLC 0.00% No change 6 $591

"% 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.