Who Owns Pimco commodity Strategy Activ (CMDT)? -- Institutional Holders (2026-06-30)

31 institutions reported holding $115.1M of Pimco commodity Strategy Activ (CMDT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Apollon Wealth Management, LLC ($71.5M), First National Advisers, LLC ($14.2M), Cambridge Investment Research Advisors, Inc. ($11.8M), EXCHANGE TRADED CONCEPTS, LLC ($5.0M), Apollon Financial, LLC ($4.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Apollon Wealth Management, LLC$71.5M2.3MAdded
2First National Advisers, LLC$14.2M461,835Trimmed
3Cambridge Investment Research Advisors, Inc.$11.8M384,382Added
4EXCHANGE TRADED CONCEPTS, LLC$5.0M162,627Trimmed
5Apollon Financial, LLC$4.4M141,845Added
6CHOREO, LLC$1.5M48,595Hold
7Stonebridge Financial Group, LLC$1.1M36,483New
8Krilogy Financial LLC$932,33730,399Added
9Walkner Condon Financial Advisors LLC$626,40420,424Added
10Barnes Wealth Management Group, Inc$575,58418,767Trimmed
11COMMONWEALTH EQUITY SERVICES, LLC$569,18018,558Added
12DAHRING | CUSMANO LLC$495,29016,149Added
13ENVESTNET ASSET MANAGEMENT INC$459,66214,987Added
14Signature Wealth Management Partners, LLC$409,04613,337New
15Miracle Mile Advisors, LLC$313,01610,206Trimmed
16Opus Capital Group, LLC$267,0008,690Added
17Farther Finance Advisors, LLC$266,2428,686Added
18Kestra Advisory Services, LLC$256,2408,355Trimmed
19Arbor Investment Advisors, LLC$223,4007,284Added
20Legacy Capital Group California, Inc.$206,0726,719Hold
21Ashton Thomas Private Wealth, LLC$50,5131,647Trimmed
22AE Wealth Management LLC$46,6231,520Trimmed
23PRIVATE TRUST CO NA$12,851419New
24Elevated Capital Advisors, LLC$12,083394Trimmed
25ASSETMARK, INC$8,189267Added

Source: SEC Form 13F filings · as of 2026-06-30