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PIMCO Commodity Strategy Active ETF (CMDT) Institutional Ownership

Institutional Ownership Changes (13F Filings) for PIMCO Commodity Strategy Active ETF (NYSEARCA:CMDT)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$142.68M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$21.27M
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CMDT Institutional Buying and Selling by Quarter

PIMCO Commodity Strategy Active ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/17/2025Apollon Financial LLC107,685$2.95M0.5%+6.2%0.748%
10/17/2025Apollon Wealth Management LLC1,508,112$41.32M0.7%+2.7%10.473%
10/16/2025 Beacon Capital Management Inc.400,497$10.97M0.5%N/A2.781%
10/15/2025 CWM LLC425,360$11.66M0.0%+3.2%2.954%
10/15/2025 DAVENPORT & Co LLC11,645$319K0.0%N/A0.081%
10/14/2025 Exchange Traded Concepts LLC232,894$6.38M0.1%-16.8%1.617%
8/27/2025Orion Porfolio Solutions LLC15,482$400K0.0%-17.6%0.108%
8/18/2025Hollencrest Capital Management138,801$3.59M0.2%+0.7%0.964%
8/15/2025Fidelity D & D Bancorp Inc.166,872$4.31M2.6%+9.7%1.159%
8/15/2025Orion Porfolio Solutions LLC15,482$400K0.0%-17.6%0.108%
8/6/2025AE Wealth Management LLC24,368$629K0.0%+3.3%0.169%
7/30/2025 Wallace Advisory Group LLC12,677$339K0.2%N/A0.088%
7/25/2025 CWM LLC412,350$10.65M0.0%+1.7%2.864%
7/25/2025Apollon Financial LLC101,406$2.62M0.5%+8.6%0.704%
7/25/2025Apollon Wealth Management LLC1,468,806$37.94M0.7%+0.2%10.200%
7/24/2025Lokken Investment Group LLC147,222$3.80M1.5%+5.2%1.022%
7/21/2025Ameritas Advisory Services LLC2,307$60K0.0%N/A0.016%
7/10/2025 Exchange Traded Concepts LLC279,909$7.23M0.1%-63.2%1.944%
6/6/2025Blue Oak Capital LLC8,940$239K0.1%-10.3%0.062%
5/19/2025Jane Street Group LLC11,176$299K0.0%+29.5%0.078%
5/16/2025Arete Wealth Advisors LLC15,715$421K0.0%N/A0.109%
5/15/2025Certior Financial Group LLC22,824$611K0.5%N/A0.144%
5/14/2025Barnes Wealth Management Group Inc7,910$212K0.1%N/A0.050%
5/13/2025Alliance Wealth Advisors LLC UT37,489$1.00M0.3%N/A0.237%
5/13/2025Financial Network Wealth Advisors LLC5,153$138K0.2%N/A0.033%
5/12/2025Townsquare Capital LLC136,375$3.65M0.0%N/A0.861%
5/7/2025Foundations Investment Advisors LLC21,060$564K0.0%-39.1%0.133%
5/7/2025Prosperity Consulting Group LLC9,410$252K0.0%N/A0.059%
5/6/2025AE Wealth Management LLC23,591$632K0.0%-88.4%0.149%
5/5/2025Allianz Asset Management GmbH2,245,036$60.10M0.1%+5,696.8%14.182%
5/5/2025Hollencrest Capital Management137,858$3.69M0.2%+4.3%0.871%
5/2/2025Lokken Investment Group LLC139,927$3.75M1.6%+16.8%0.884%
5/2/2025Apollon Financial LLC93,413$2.50M0.6%+2.1%0.590%
5/2/2025Apollon Wealth Management LLC1,466,495$39.26M0.9%+35.7%9.264%
5/1/2025CWM LLC405,478$10.86M0.0%+9.7%2.561%
5/1/20253EDGE Asset Management LP1,161,677$31.06M2.1%N/A7.338%
5/1/2025Fidelity D & D Bancorp Inc.152,113$4.07M2.7%+10.0%0.961%
4/30/2025Cerity Partners LLC18,968$508K0.0%N/A0.120%
4/30/2025Allworth Financial LP5,693$146K0.0%N/A0.036%
4/24/2025Elevated Capital Advisors LLC23,102$618K0.2%+3.5%0.146%
4/23/2025Continuum Advisory LLC1,632$44K0.0%N/A0.010%
4/17/2025Authentikos Wealth Advisory LLC39,023$1.05M0.9%+258.4%0.235%
4/17/2025Exchange Traded Concepts LLC760,260$20.35M0.3%+18.7%4.585%
4/16/2025Wealth Enhancement Advisory Services LLC10,743$288K0.0%N/A0.065%
4/14/2025Portside Wealth Group LLC28,977$776K0.1%N/A0.175%
4/10/2025Matrix Trust Co12,515$335K0.1%N/A0.075%
2/27/2025Fidelity D & D Bancorp Inc.138,293$3.49M2.3%+21.9%1.365%
2/21/2025Fidelity D & D Bancorp Inc.138,293$3.49M2.5%+21.9%1.365%
2/14/2025Jane Street Group LLC8,632$218K0.0%-22.6%0.085%
2/14/2025Freedom Investment Management Inc.16,026$404K0.0%-7.5%0.158%
2/14/2025GeoWealth Management LLC10,485$265K0.0%+130.7%0.104%
2/13/2025Wells Fargo & Company MN240,071$6.06M0.0%+44.2%2.370%
2/12/2025Lokken Investment Group LLC119,789$3.02M1.3%+45.4%1.183%
2/12/2025Orion Portfolio Solutions LLC530,384$13.39M0.1%+0.5%5.236%
2/10/2025Hollencrest Capital Management132,222$3.34M0.1%-0.6%1.305%
2/7/2025Independent Advisor Alliance50,699$1.28M0.0%N/A0.500%
1/29/2025Howard Bailey Securities LLC15,451$390K0.1%-4.1%0.153%
1/29/2025Authentikos Wealth Advisory LLC10,888$275K0.3%+8.1%0.107%
1/28/2025Apollon Wealth Management LLC1,080,841$27.28M0.6%+3.6%10.670%
1/28/2025Apollon Financial LLC91,467$2.31M0.6%+50.0%0.903%
1/23/2025M Wealth Management LLC11,712$296K0.3%N/A0.116%
1/22/2025Foundations Investment Advisors LLC34,606$873K0.0%-2.7%0.342%
1/21/2025B.O.S.S. Retirement Advisors LLC32,413$818K0.2%N/A0.320%
1/21/2025Exchange Traded Concepts LLC640,425$16.16M0.3%-8.5%6.322%
1/13/2025Elevated Capital Advisors LLC22,322$563K0.2%+31.9%0.220%
12/6/2024Fidelity D & D Bancorp Inc.113,422$3.03M2.0%+21.4%1.120%
11/15/2024Orion Portfolio Solutions LLC527,700$14.11M0.3%+1.1%5.209%
11/15/2024Jane Street Group LLC11,156$298K0.0%-47.0%0.110%
11/13/2024Freedom Investment Management Inc.17,323$463K0.0%+128.2%0.171%
11/5/2024Apollon Financial LLC60,961$1.63M0.5%+4.4%0.602%
11/5/2024Apollon Wealth Management LLC1,043,510$27.89M0.8%+11.4%10.301%
11/1/2024Hollencrest Capital Management132,993$3.56M0.1%+12.9%1.313%
10/22/2024Lake Street Private Wealth LLC73,155$1.96M0.3%-4.5%0.722%
10/22/2024Elevated Capital Advisors LLC16,927$452K0.1%+93.9%0.167%
10/21/2024Foundations Investment Advisors LLC35,553$950K0.0%-14.5%0.351%
10/10/2024Exchange Traded Concepts LLC699,645$18.70M0.4%-13.6%6.907%
10/8/2024CWM LLC357,885$9.57M0.0%+6.7%3.533%
8/13/2024AE Wealth Management LLC173,525$4.73M0.0%+14.1%1.713%
8/13/2024Hollencrest Capital Management117,832$3.21M0.1%+8.5%1.163%
8/12/2024Lokken Investment Group LLC79,794$2.17M1.0%+6.9%0.788%
8/6/2024Fidelity D & D Bancorp Inc.93,417$2.55M1.9%N/A0.922%
8/6/2024Lloyd Advisory Services LLC.59,788$1.63M0.8%N/A0.590%
8/2/2024Foundations Investment Advisors LLC41,574$1.13M0.0%N/A0.410%
8/1/2024Elevated Capital Advisors LLC8,730$238K0.1%N/A0.086%
7/20/2024Apollon Financial LLC58,402$1.59M0.5%N/A0.577%
7/20/2024Apollon Wealth Management LLC936,520$25.51M0.8%N/A9.245%
7/10/2024CWM LLC335,427$9.14M0.0%-0.6%3.311%
5/9/2024Great Lakes Retirement Inc.13,490$366K0.1%N/A0.133%
5/9/2024Orion Portfolio Solutions LLC532,375$14.45M0.2%N/A5.255%
5/2/2024Hollencrest Capital Management108,609$2.95M0.1%N/A1.190%
4/19/2024Lake Street Private Wealth LLC85,215$2.31M0.3%N/A0.933%
2/1/2024CWM LLC404,678$10.40M0.1%-20.3%5.136%
10/11/2023CWM LLC507,491$13.86M0.1%N/A6.440%
(Data available from 1/1/2016 forward)

CMDT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CMDT shares?

During the previous two years, 44 institutional investors and hedge funds held shares of PIMCO Commodity Strategy Active ETF. The most heavily invested institutionals were Allianz Asset Management GmbH ($60.10M), Apollon Wealth Management LLC ($41.32M), 3EDGE Asset Management LP ($31.06M), Orion Portfolio Solutions LLC ($13.39M), CWM LLC ($11.66M), Beacon Capital Management Inc. ($10.97M), and Exchange Traded Concepts LLC ($6.38M).Learn more on PIMCO Commodity Strategy Active ETF's institutional investors.

Which institutional investors have been buying PIMCO Commodity Strategy Active ETF's stock?

Of the 41 institutional investors that purchased PIMCO Commodity Strategy Active ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allianz Asset Management GmbH ($2.21M), Apollon Wealth Management LLC ($1.51M), 3EDGE Asset Management LP ($1.16M), Orion Portfolio Solutions LLC ($540.72K), Beacon Capital Management Inc. ($400.50K), Fidelity D & D Bancorp Inc. ($191.74K), and Hollencrest Capital Management ($139.57K).

How much institutional buying is happening at PIMCO Commodity Strategy Active ETF?

Institutional investors have bought a total of 5,328,911 shares in the last 24 months. This purchase volume represents approximately $142.68M in transactions.

Which of PIMCO Commodity Strategy Active ETF's major shareholders have been selling company stock?

Of the 10 institutional investors that sold PIMCO Commodity Strategy Active ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Exchange Traded Concepts LLC ($586.59K), AE Wealth Management LLC ($179.77K), Foundations Investment Advisors LLC ($20.51K), Jane Street Group LLC ($12.41K), Orion Porfolio Solutions LLC ($6.61K), Lake Street Private Wealth LLC ($3.41K), and Freedom Investment Management Inc. ($1.30K).

How much institutional selling is happening at PIMCO Commodity Strategy Active ETF?

Institutional investors have sold a total of 813,054 shares in the last 24 months. This volume of shares sold represents approximately $21.27M in transactions.



This page (NYSEARCA:CMDT) was last updated on 10/18/2025 by MarketBeat.com Staff
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