Who Owns PIMCO (MINO)? -- Institutional Holders (2026-06-30)

173 institutions reported holding $531.5M of PIMCO (MINO) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($60.8M), ENVESTNET ASSET MANAGEMENT INC ($39.0M), Cardinal Point Capital Management ULC ($27.0M), GREAT VALLEY ADVISOR GROUP, INC. ($26.4M), NewEdge Advisors, LLC ($20.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$60.8M1.3MAdded
2ENVESTNET ASSET MANAGEMENT INC$39.0M851,522Added
3Cardinal Point Capital Management ULC$27.0M589,978Added
4GREAT VALLEY ADVISOR GROUP, INC.$26.4M576,657Added
5NewEdge Advisors, LLC$20.9M456,505Added
6MORGAN STANLEY$20.1M439,710Added
7RAYMOND JAMES FINANCIAL INC$15.7M342,445Added
8CREATIVE FINANCIAL DESIGNS INC /ADV$14.6M319,021Added
9UNITED CAPITAL FINANCIAL ADVISORS, LLC$14.0M306,171New
10Focus Partners Wealth$13.1M286,220Trimmed
11COMMONWEALTH EQUITY SERVICES, LLC$12.7M276,685Added
12OSAIC HOLDINGS, INC.$12.2M265,862Added
13GeoWealth Management, LLC$9.6M210,199Added
14Asio Capital, LLC$9.1M198,403Added
15CARY STREET PARTNERS FINANCIAL LLC$7.9M173,561Added
16TRUIST FINANCIAL CORP$7.8M170,345Trimmed
17HighTower Advisors, LLC$7.2M156,671Added
18WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.8M148,702Added
19CarsonAllaria Wealth Management, Ltd.$6.6M145,036Trimmed
20True North Advisors, LLC$6.4M140,914New
21Bridgewealth Advisory Group, LLC$6.2M135,671Added
22Tortoise Investment Management, LLC$5.8M126,080Added
23Sprinkle Financial Consultants LLC$5.6M122,760Added
24SITTNER & NELSON, LLC$5.5M120,969Added
25Cetera Investment Advisers$5.2M114,031Added

来源：SEC 13F 申报文件 · 截至 2026-06-30