Skip to content
Disclosery

MINT PIMCO ETF TR

Follow

ENHAN SHRT MA AC (fund)

685 managers (689 13F filers) reported a position in MINT shares at 2024-12-31, 85,538,268 shares in all. 64 filers opened a position and 51 filers sold out during the quarter.

Managers
685
13F filers
689
New
64
Added
250
Reduced
252
Sold out
51
Shares held by filers
85,538,268

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO23,861,660$2.39B0.19%-596,66613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY7,756,584$778M0.05%-102,35313F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC7,189,132$721M1.96%+487,29413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,528,819$354M0.09%-772,96213F-HRTimelineGroup
HB Wealth Management, LLC3,475,456$349M3.57%+288,27513F-HRTimeline
LPL Financial LLC2,990,051$300M0.12%+647,18413F-HRTimeline
UBS Group AGin group UBS Group AG1,918,987$193M0.04%+155,93413F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,623,887$163M0.68%-90,02113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,150,545$115M0.01%-19,57713F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC915,200$91.8M0.14%+84,70013F-HRTimeline
Johnson Financial Group, LLC875,294$87.8M10.28%+196,77713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth827,938$83.1M0.22%+439,70713F-HR/ATimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…680,243$68.3M0.26%-11,84113F-HRTimelineGroup
Family Manage LLC636,432$63.9M10.35%+39,82313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA633,662$63.6M0.01%-3,59513F-HRTimelineGroup
JFG Wealth Management, LLC618,270$62M14.22%+282,16813F-HRTimeline
Cambridge Investment Research Advisors,…615,556$61.8M0.21%-389,58913F-HRTimeline
AE Wealth Management LLC606,486$60.9M0.52%+151,24613F-HRTimeline
Mason Investment Advisory Services, Inc.578,051$58M3.4%-60,23213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding565,488$56.7M-179,956Timeline
Essential Planning, LLC.552,541$55.5M0.36%+543,93613F-HRTimeline
Mariner, LLCin group Mariner, LLC535,294$53.7M0.09%-26,84413F-HRTimelineGroup
Krilogy Financial LLC535,033$53.7M3.58%+160,50113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP511,695$51.3M0.05%-14013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.501,880$50.4M0.11%-24,91213F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC479,292$48.1M0.02%13F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC472,367$47.4M0.07%+177,87813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP455,302$45.7M0.07%+47,01513F-HRTimelineGroup
Flaharty Asset Management, LLC429,992$43.1M6.3%-13,07813F-HRTimeline
Allianz SEgroup of 2 filers holding425,577$42.7M-1,938,334Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…402,471$40.4M0.08%+49,24813F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…314,247$31.5M0.03%+63,32313F-HRTimelineGroup
HighTower Advisors, LLC311,900$31.3M0.04%+23,68113F-HRTimeline
TD Capital Management LLC309,759$31.1M3.16%-19,57413F-HRTimeline
Leelyn Smith, LLC309,374$31M5.53%+27,04213F-HRTimeline
Proficio Capital Partners LLC304,152$30.5M2.47%new13F-HR/ATimeline
MML INVESTORS SERVICES, LLC286,596$28.8M0.1%+53,56513F-HRTimeline
Destination Wealth Management279,599$28.1M0.88%+5,29213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC276,185$27.7M0.06%-25,57813F-HRTimelineGroup
Bramshill Investments, LLC270,442$27.1M4.26%+27,01513F-HRTimeline
Merit Financial Group, LLC262,273$26.3M0.47%+16,37113F-HRTimeline
Waverly Advisors, LLC259,596$26M0.4%+21,34813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/255,617$25.6M0.03%+31,34313F-HRTimelineGroup
Creative Planningin group Creative Planning254,646$25.6M0.02%-12,30613F-HRTimelineGroup
Simplify Asset Management Inc.251,800$25.3M1.76%013F-HRTimeline
Clearstead Advisors, LLC248,000$24.9M0.38%+39,51413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC224,939$22.6M2.61%-5013F-HRTimelineGroup
MJP ASSOCIATES INC /ADV216,279$21.7M3.9%+10,07113F-HRTimeline
Arkadios Wealth Advisors198,417$19.9M1.09%+3,00513F-HRTimeline
Roehl & Yi Investment Advisors, LLC192,834$19.3M10.65%13F-HRTimeline
Moment Partners, LLC191,720$19.2M3.67%13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC178,977$18M0.02%-8,47613F-HRTimelineGroup
KWMG, LLC178,199$17.9M1.84%+2,02313F-HRTimeline
Private Advisor Group, LLC168,209$16.9M0.1%-5,33213F-HRTimeline
Cornerstone Wealth Management, LLC158,539$15.9M1.07%+6,08613F-HRTimeline
Providence First Trust Co149,703$15M5.65%+33,74613F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.147,476$14.8M1.05%+10,29613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/144,059$14.5M0.01%+105,52513F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management143,754$14.4M0.21%-62,52913F-HRTimelineGroup
Visionary Wealth Advisors141,724$14.2M0.83%+71,27713F-HRTimeline
COMERICA BANK135,440$13.6M0.05%+57213F-HR/ATimeline
Stokes Capital Advisors, LLC133,798$13.4M3.47%-3,12313F-HRTimeline
Clark Capital Management Group, Inc.130,049$13M0.09%+37,29513F-HRTimeline
Atlantic Edge Private Wealth Management…125,451$12.6M3.9%+1,91413F-HRTimeline
NewEdge Advisors, LLC125,154$12.6M0.08%+33,38713F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…123,977$12.4M0.54%-7,64513F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…119,497$12M8.55%+81713F-HRTimeline
Cetera Investment Advisers116,795$11.7M0.02%-152,45113F-HRTimeline
Planned Solutions, Inc.114,970$11.5M4.72%+106,71713F-HRTimeline
Mission Hills Financial Advisory, LLC114,188$11.5M8.89%+11,67213F-HRTimeline
1 NORTH WEALTH SERVICES LLC113,726$11.4M4.83%13F-HRTimeline
WHITTIER TRUST CO111,839$11.2M0.15%-10,20513F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC105,811$10.7M0.47%-22,98113F-HRTimeline
CIBC WORLD MARKET INC.102,488$10.3M0.02%+33,87813F-HRTimeline
Nicholas Hoffman & Company, LLC.102,257$10.3M0.41%-53913F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Roof Eidam Maycock Peralta, LLC102,044$10.2M2.64%+11,15213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC99,333$9.97M<0.01%new13F-HRTimelineGroup
CHOREO, LLC98,127$9.88M0.14%-13,86313F-HRTimeline
Kathmere Capital Management, LLC95,503$9.58M0.86%-7,06113F-HRTimeline
Values First Advisors, Inc.92,304$9.26M5.1%-17,22513F-HRTimeline
Avion Wealth92,261$9.26M2.38%-3,28213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding89,959$9.03M+64,421Timeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC88,524$8.88M0.01%+60,36313F-HRTimelineGroup
Trek Financial, LLC88,403$8.87M0.66%-1,56413F-HRTimeline
First Heartland Consultants, Inc.87,966$8.83M0.91%+15,20013F-HRTimeline
PFW Advisors LLC87,692$8.8M2.71%13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC83,993$8.46M0.28%-11,57413F-HRTimeline
Resolute Wealth Strategies, LLC84,191$8.45M4.35%+73,79113F-HRTimeline
Elite Financial, Inc.82,707$8.33M4.51%13F-HRTimeline
Lowe Wealth Advisors, LLC82,422$8.27M3.52%-3,22013F-HRTimeline
D.A. DAVIDSON & CO.81,822$8.21M0.07%+13,05713F-HRTimeline
Dynamic Advisor Solutions LLC78,705$7.9M0.34%-18,00113F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.76,423$7.67M3.39%new13F-HRTimeline
Center For Asset Management LLC76,328$7.66M4.96%-12,26113F-HRTimeline
YHB Investment Advisors, Inc.75,428$7.57M0.62%-1,49913F-HRTimeline
Adams Wealth Management74,932$7.52M1.44%+53,09313F-HRTimeline
CacheTech Inc.74,932$7.52M1.41%+53,09313F-HRTimeline
49 WEALTH MANAGEMENT, LLC73,781$7.4M1.05%+23,39813F-HRTimeline
TFR Capital, LLC.73,251$7.35M3.65%13F-HRTimeline
JMAC ENTERPRISES LLC73,148$7.34M1.15%+5,46813F-HRTimeline
HARBOUR INVESTMENTS, INC.72,146$7.24M0.21%+6,00113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV70,987$7.12M0.02%-6,64113F-HRTimeline
Atria Wealth Solutions, Inc.70,081$7.05M0.08%-74,87013F-HRTimeline
Robertson Stephens Wealth Management, L…69,595$7.01M0.25%-39,92813F-HRTimeline
Procyon Advisors, LLC69,348$6.96M0.44%-27,31113F-HRTimeline
Alexis Investment Partners, LLC68,615$6.9M3.37%13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI68,156$6.84M0.37%+7,60713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP67,191$6.74M0.1%-11,15413F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI66,930$6.72M1.07%+22,65213F-HRTimeline
Ausdal Financial Partners, Inc.66,470$6.67M0.58%+4,72913F-HRTimeline
Westside Investment Management, Inc.65,943$6.62M1.39%+7,40313F-HRTimeline
Delta Investment Management, LLC64,921$6.51M1.27%+57,01413F-HRTimeline
PMG Wealth Management, Inc.64,270$6.45M5.87%13F-HRTimeline
WestHill Financial Advisors, Inc.64,049$6.43M1.44%-62613F-HRTimeline
Financial Advocates Investment Manageme…63,059$6.33M0.36%-1,24213F-HRTimeline
Sanctuary Advisors, LLC61,784$6.22M0.04%+11,28413F-HRTimeline
Compass Financial Group, Inc.61,510$6.17M2.95%-5,65213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.61,175$6.14M0.04%+20,41413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP61,052$6.13M0.01%-17,14313F-HRTimelineGroup
Apexium Financial, LP60,775$6.12M0.37%+57,22213F-HRTimeline
CHANNEL WEALTH LLC60,430$6.06M1.98%-32,97613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…59,853$6.01M0.02%+12,46613F-HRTimelineGroup
Gladstone Institutional Advisory LLC59,853$6.01M0.28%+12,95213F-HRTimeline
WEDBUSH SECURITIES INC58,984$5.92M0.21%+5,23813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding58,014$5.82M+2,332Timeline
MONTAG A & ASSOCIATES INC57,302$5.77M0.27%-24,47613F-HRTimeline
Steward Partners Investment Advisory, L…55,714$5.59M0.05%+33,23213F-HRTimeline
BHK Investment Advisors, LLC55,383$5.56M2.09%+6,51213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP54,880$5.51M<0.01%-1,18013F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC54,788$5.5M0.31%+2,35013F-HR/ATimeline
Goodman Advisory Group, LLC54,470$5.47M1.61%-5,22513F-HRTimeline
Uncommon Cents Investing LLC54,345$5.45M1.62%+10013F-HRTimeline
Cottage Street Advisors LLC54,331$5.45M2.84%+13,54413F-HRTimeline
SITTNER & NELSON, LLC54,327$5.45M2.36%+16,96413F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC52,956$5.31M0.15%-7,35513F-HRTimeline
GatePass Capital, LLC52,741$5.29M5.77%13F-HRTimeline
Camelot Portfolios, LLC51,004$5.12M5.52%-3,11913F-HRTimeline
SCOTIA CAPITAL INC.50,349$5.05M0.03%+5,45113F-HRTimeline
TFB Advisors LLC50,306$5.05M1.44%-25813F-HRTimeline
Janney Montgomery Scott LLC49,696$4.99M0.01%+2,00313F-HRTimeline
ADVOCATE GROUP LLC49,346$4.95M0.93%+3,15813F-HRTimeline
GeoWealth Management, LLC48,587$4.88M0.16%+9,47713F-HRTimeline
IFP Advisors, Inc48,256$4.84M0.16%+5,25913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.46,958$4.73M0.23%-4,50513F-HRTimeline
Legacy Capital Wealth Partners, LLC46,714$4.69M1.16%-40113F-HRTimeline
Arete Wealth Advisors, LLC46,423$4.66M0.34%+20,63013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.46,314$4.65M0.01%-1,74013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.46,135$4.63M0.04%+3,51313F-HRTimelineGroup
Strategic Investment Advisors / MI46,078$4.62M0.49%+4,89813F-HRTimeline
Stonebridge Financial Planning Group, L…45,932$4.61M2.06%+3,52813F-HRTimeline
Advocacy Wealth Management, LLC45,774$4.59M0.35%-3,92413F-HRTimeline
MGO ONE SEVEN LLC45,594$4.57M0.18%-35,00813F-HRTimeline
Auour Investments LLC44,713$4.51M1.58%-98813F-HRTimeline
&PARTNERS45,147$4.49M0.05%+16,31513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.44,708$4.49M0.01%+19,81313F-HRTimelineGroup
Smith Thornton Advisors LLC43,958$4.41M2.79%+20013F-HRTimeline
SOL Capital Management CO43,816$4.4M0.49%+1,79513F-HRTimeline
EQ LLC43,689$4.38M2.06%new13F-HRTimeline
Net Worth Advisory Group43,306$4.35M1.32%+3,28913F-HRTimeline
CIM, LLC42,566$4.27M0.61%+82313F-HRTimeline
Oceanside Advisors LLC42,497$4.26M3.18%+1,28413F-HRTimeline
Hershey Financial Advisers, LLC41,601$4.17M3.68%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS41,583$4.17M0.01%+3,03313F-HRTimeline
Compound Planning, Inc.41,393$4.15M0.21%+8,13613F-HRTimeline
Precision Wealth Strategies, LLC41,378$4.15M3.21%-2,03513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC40,932$4.11M0.01%+21,94713F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…40,705$4.08M0.03%-14,07213F-HRTimelineGroup
SFG Wealth Management, LLC.40,262$4.04M2.12%+2,47813F-HRTimeline
Cornerstone Financial Group, LLC /NE/39,644$3.98M3.92%13F-HRTimeline
World Investment Advisors38,310$3.84M0.11%+9,36613F-HRTimeline
Heirloom Wealth Management38,125$3.83M1.15%+35,63413F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC37,782$3.79M1.78%new13F-HRTimeline
MinichMacGregor Wealth Management, LLC37,746$3.79M0.79%+2,60113F-HRTimeline
Capital Management Associates, Inc37,666$3.78M1.42%+1,88913F-HRTimeline
Sigma Planning Corp37,635$3.78M0.12%-80013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC37,247$3.74M0.12%+4,47813F-HRTimeline
Geneos Wealth Management Inc.37,134$3.73M0.13%+1,08113F-HRTimeline
Capital Advisors, Ltd. LLC37,021$3.71M0.47%-2,11413F-HRTimeline
Barnes Wealth Management Group, Inc36,859$3.7M2.48%13F-HRTimeline
SAGE RHINO CAPITAL LLC36,303$3.64M0.79%-21,81113F-HRTimeline
SkyOak Wealth, LLC36,252$3.64M0.78%-2,38513F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC35,691$3.58M0.79%+1,81113F-HRTimeline
Capital Advisors Wealth Management, LLC34,951$3.51M0.62%+30,24813F-HRTimeline
Jacobi Capital Management LLC34,881$3.5M0.26%+4,10213F-HRTimeline
Sequoia Financial Advisors, LLC34,727$3.48M0.03%+11,92713F-HR/ATimeline
CoreCap Advisors, LLC34,647$3.48M0.16%-77,91813F-HRTimeline
American Institute for Advanced Investm…34,626$3.47M2.59%+3,68913F-HRTimeline
RiverTree Advisors, LLC34,291$3.44M2.26%-20,43213F-HRTimeline
Clear Point Advisors Inc.34,245$3.44M2.94%-67813F-HRTimeline
Chicago Partners Investment Group LLC34,146$3.43M0.11%-85113F-HRTimeline
VSM Wealth Advisory, LLC33,349$3.35M1.19%13F-HRTimeline
OneDigital Investment Advisors LLC32,771$3.29M0.04%+37213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS32,491$3.26M<0.01%-144,74013F-HRTimelineGroup
MAI Capital Management31,671$3.18M0.02%new13F-HRTimeline
Sachetta, LLC31,502$3.16M1.25%+1,58613F-HRTimeline
NorthCoast Asset Management LLC31,420$3.16M0.02%+1,99213F-HR/ATimeline
Hedeker Wealth, LLC30,977$3.11M0.77%-41013F-HRTimeline
Holos Integrated Wealth LLC30,776$3.09M2.11%13F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC30,702$3.08M2.54%+1,17513F-HRTimeline
ALTFEST L J & CO INC30,415$3.05M0.39%-3,63913F-HRTimeline