Public ownership evidence

PIMCO Municipal Income Opportunities Active ETF (MINO) Ownership Disclosures

Read MINO insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

PIMCO Municipal Income Opportunities Active ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Dakota Wealth Management
Report period
2025-12-31
Available
2026-08-27
Reported shares
52,063
Value (USD)
$2,359,496
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001951757-26-001604
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read MINO fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read MINO fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Dakota Wealth Management2025-12-312026-08-2752,063$2,359,496None
Dakota Wealth Management2026-03-312026-08-2753,843$2,432,084None
January Capital Advisors LLC2026-06-302026-08-266,517$298,218None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2045,352$2,075,308None
Pure Financial Advisors, LLC2026-06-302026-08-1811,000$503,360None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18306,171$14,001,180None
Equitable Holdings, Inc.2026-06-302026-08-1874,213$3,395,964None
10Elms LLP2026-06-302026-08-15547$25,031None
Mutual Advisors, LLC2026-06-302026-08-1514,342$656,274None
Advyzon Investment Management, LLC2026-06-302026-08-1521,745$995,051None
COFG Advisors, LLC2026-06-302026-08-1523,509$1,075,772None
IFG Advisory, LLC2026-06-302026-08-151,496$68,457None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,865$222,608None
OSAIC HOLDINGS, INC.2026-06-302026-08-15260,997$11,944,730None
Betterment LLC2026-06-302026-08-156,181$283,000None
JANE STREET GROUP, LLC2026-06-302026-08-1561,897$2,832,407None
Orion Porfolio Solutions, LLC2026-06-302026-08-1514,569$666,665None
Lavaca Capital LLC2026-06-302026-08-151,265$57,881None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1590$4,118None
Waverly Advisors, LLC2026-06-302026-08-1525,555$1,169,401None
&PARTNERS2026-06-302026-08-1541,282$1,889,053None
Allianz Asset Management GmbH2026-06-302026-08-15678$31,025None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-1531,930$1,461,117None
ROYAL BANK OF CANADA2026-06-302026-08-1514,700$673,000None
ROYAL BANK OF CANADA2026-06-302026-08-1546,763$2,140,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,696$78,000None
CITADEL ADVISORS LLC2026-06-302026-08-1541,309$1,890,300None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15170,792$7,815,442None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15171,653$7,854,841None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151$24None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15917$41,962None
Wayfinding Financial, LLC2026-06-302026-08-1448,061$2,199,000None
Visionary Wealth Advisors2026-06-302026-08-1460,761$2,780,424None
Sanctuary Advisors, LLC2026-06-302026-08-147,671$351,024None
Delta Investment Management, LLC2026-06-302026-08-146,590$301,558None
CreativeOne Wealth, LLC2026-06-302026-08-1465,962$3,018,426None
CreativeOne Wealth, LLC2026-06-302026-08-142,327$106,484None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1412,320$563,763None
Mariner, LLC2026-06-302026-08-148,976$410,722None
Elequin Capital, LP2026-06-302026-08-1436,511$1,670,743None
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC2026-06-302026-08-1421,725$993,465None
MORGAN STANLEY2026-06-302026-08-141$50None
MORGAN STANLEY2026-06-302026-08-14439,709$20,121,127None
Integrated Wealth Concepts LLC2026-06-302026-08-138,080$369,742None
Cetera Investment Advisers2026-06-302026-08-13114,031$5,218,037None
Advisory Services Network, LLC2026-06-302026-08-1318,056$826,240None
Focus Partners Wealth2026-06-302026-08-13286,220$13,097,440None
EP Wealth Advisors, LLC2026-06-302026-08-135,532$253,148None
NewEdge Advisors, LLC2026-06-302026-08-13456,505$20,889,650None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-132,222$101,679None

90-day public filing window, up to 50 source positions.

Dakota Wealth Management ↗Dakota Wealth Management ↗January Capital Advisors LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Pure Financial Advisors, LLC ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Equitable Holdings, Inc. ↗10Elms LLP ↗Mutual Advisors, LLC ↗Advyzon Investment Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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