PIMCO COMMODITY ACTIVE STRAT CMDT
$30.43
+0.2% 52w: $24.88 – $34.75
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data24.8829.8134.75
Jun 20, 2025 Jul 2, 2026
Institutional holders
54
+5 QoQ
13F value
$446.0M
+20.9% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns CMDT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | Bank broker | 5.6M | $181.5M | 0.0% | -5.8% |
| Allianz Asset Management GmbH | Diversified mechanical | 3.0M | $96.1M | 0.1% | Held |
| Apollon Wealth Management, LLC | Diversified mechanical | 1.7M | $55.5M | 0.9% | +11.5% |
| CWM, LLC | Wealth advisor | 1.2M | $38.0M | 0.1% | +30.0% |
| First National Advisers, LLC | Other | 505.9K | $16.3M | 2.4% | New |
| LPL Financial LLC | Bank broker | 307.0K | $9.9M | 0.0% | +54.5% |
| FIDELITY D & D BANCORP INC | Wealth advisor | 270.0K | $8.7M | 3.5% | +18.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 199.8K | $6.4M | 0.0% | +17.1% |
| Dakota Wealth Management | Other | 182.5K | $5.9M | 0.1% | +2.6% |
| EXCHANGE TRADED CONCEPTS, LLC | Index provider | 173.2K | $5.6M | 0.0% | -14.7% |
| Apollon Financial, LLC | Wealth advisor | 135.4K | $4.4M | 0.6% | +12.5% |
| HOLLENCREST CAPITAL MANAGEMENT | Wealth advisor | 128.8K | $4.2M | 0.2% | +0.1% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 83.5K | $2.7M | 0.0% | New |
| CHOREO, LLC | Wealth advisor | 48.6K | $1.6M | 0.0% | Held |
| JPMORGAN CHASE & CO | Bank broker | 26.0K | $846K | 0.0% | +8690.9% |
| Barnes Wealth Management Group, Inc | Wealth advisor | 18.9K | $609K | 0.3% | +4.4% |
| Walkner Condon Financial Advisors LLC | Wealth advisor | 18.5K | $597K | 0.1% | +51.6% |
| Krilogy Financial LLC | Wealth advisor | 17.3K | $571K | 0.0% | +86.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 16.9K | $544K | 0.0% | +82.3% |
| &PARTNERS | Diversified mechanical | 16.0K | $517K | 0.0% | -4.5% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 14.4K | $464K | 0.0% | -46.1% |
| Corient Private Wealth LLC | Diversified mechanical | 14.0K | $452K | 0.0% | -36.1% |
| Independent Advisor Alliance | Wealth advisor | 13.5K | $435K | 0.0% | New |
| DAHRING | CUSMANO LLC | Wealth advisor | 12.8K | $414K | 0.3% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 12.1K | $391K | 0.0% | +3.9% |
| Onyx Bridge Wealth Group LLC | Wealth advisor | 11.7K | $378K | 0.0% | +31.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 11.6K | $373K | 0.0% | +4.3% |
| Composition Wealth, LLC | Wealth advisor | 11.1K | $357K | 0.0% | New |
| LARCH CAPITAL PARTNERS LLC ★2 | Fundamental concentrated | 10.7K | $344K | 0.0% | New |
| Kestra Advisory Services, LLC | Wealth advisor | 8.5K | $273K | 0.0% | -0.4% |
| Opus Capital Group, LLC | Wealth advisor | 7.4K | $239K | 0.0% | New |
| Ferguson Shapiro LLC | Wealth advisor | 7.2K | $231K | 0.1% | New |
| SWF LLC | Wealth advisor | 7.0K | $226K | 0.0% | New |
| Legacy Capital Group California, Inc. | Other | 6.7K | $217K | 0.1% | -19.2% |
| Arbor Investment Advisors, LLC | Wealth advisor | 6.5K | $211K | 0.0% | New |
| Farther Finance Advisors, LLC | Wealth advisor | 5.4K | $173K | 0.0% | +125.5% |
| FIFTH THIRD BANCORP | Diversified mechanical | 2.2K | $72K | 0.0% | New |
| Ashton Thomas Private Wealth, LLC | Wealth advisor | 1.7K | $56K | 0.0% | New |
| Sunrise Financial Services, LLC | Wealth advisor | 1.7K | $55K | 0.0% | -50.6% |
| AE Wealth Management LLC | Wealth advisor | 1.7K | $54K | 0.0% | -92.7% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 1.4K | $46K | 0.0% | Held |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | Wealth advisor | 949 | $31K | 0.0% | New |
| Community Bank, N.A. | Other | 663 | $21K | 0.0% | New |
| Elevated Capital Advisors, LLC | Wealth advisor | 481 | $16K | 0.0% | -97.6% |
| MORGAN STANLEY | Bank broker | 443 | $14K | 0.0% | +66.5% |
| SHP Wealth Management | Wealth advisor | 363 | $12K | 0.0% | New |
| MPWM ADVISORY SOLUTIONS, LLC | Wealth advisor | 355 | $11K | 0.0% | Held |
| ROYAL BANK OF CANADA | Bank broker | 324 | $10K | 0.0% | +290.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 161 | $5K | 0.0% | +36.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 135 | $4K | 0.0% | New |
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