CMDT Institutional Ownership & Shareholders
PIMCO COMMODITY ACTIVE STRAT (CMDT) is currently held by 61 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $473.71M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Wells Fargo & Company/Mn is currently the largest disclosed institutional shareholder of CMDT tracked by InsiderSet, reporting ownership valued at approximately $179.78M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $185.64M, representing an estimated gain of +3.26% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed CMDT value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, Apollon Wealth Management, Llc, Allianz Asset Management Gmbh, and several other long-term asset managers with concentrated positions in PIMCO COMMODITY ACTIVE STRAT (CMDT).
This page ranks the largest institutional CMDT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
61
Total Reported Value
$473.71M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$179.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
82
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | 0.03% | 5,861,688 | $179,777,983 | $185,639,659 | +$5,861,676 | +3.26% | |
| Apollon Wealth Management, Llc | 1.05% | 2,638,821 | $91,461,549 | $83,571,461 | -$7,890,088 | -8.63% | |
| Allianz Asset Management Gmbh | 0.08% | 2,977,136 | $91,308,761 | $94,285,897 | +$2,977,136 | +3.26% | |
| Cwm, Llc | 0.10% | 1,178,239 | $38,021,777 | $37,314,829 | -$706,948 | -1.86% | |
| First National Advisers, Llc | 1.99% | 461,835 | $14,164,000 | $14,626,314 | +$462,314 | +3.26% | |
| Fidelity D & D Bancorp Inc | 3.24% | 308,044 | $9,447,709 | $9,755,753 | +$308,044 | +3.26% | |
| Lpl Financial Llc | 0.00% | 302,449 | $9,276,122 | $9,578,560 | +$302,438 | +3.26% | |
| Apollon Financial, Llc | 0.65% | 166,236 | $5,761,732 | $5,264,694 | -$497,038 | -8.63% | |
| Exchange Traded Concepts, Llc | 0.03% | 164,739 | $5,709,854 | $5,217,284 | -$492,570 | -8.63% | |
| Hollencrest Capital Management | 0.27% | 132,502 | $4,063,828 | $4,196,338 | +$132,510 | +3.26% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 108,378 | $3,323,953 | $3,432,331 | +$108,378 | +3.26% | |
| Krilogy Financial Llc | 0.06% | 67,849 | $2,196,951 | $2,148,778 | -$48,173 | -2.19% | |
| Susquehanna International Group, Llp | 0.00% | 59,196 | $1,815,541 | $1,874,737 | +$59,196 | +3.26% | |
| Stonebridge Financial Group, Llc | 0.12% | 45,057 | $1,561,659 | $1,426,955 | -$134,704 | -8.63% | |
| Choreo, Llc | 0.02% | 44,927 | $1,557,170 | $1,422,838 | -$134,332 | -8.63% | |
| Orion Porfolio Solutions, Llc | 0.01% | 47,262 | $1,449,529 | $1,496,788 | +$47,259 | +3.26% | |
| Patten & Patten Inc/Tn | 0.07% | 41,010 | $1,421,407 | $1,298,787 | -$122,620 | -8.63% | |
| Jane Street Group, Llc | 0.00% | 29,555 | $906,452 | $936,007 | +$29,555 | +3.26% | |
| Walkner Condon Financial Advisors Llc | 0.09% | 22,321 | $773,646 | $706,906 | -$66,740 | -8.63% | |
| Commonwealth Equity Services, Llc | 0.00% | 19,900 | $689,740 | $630,233 | -$59,507 | -8.63% | |
| Arax Advisory Partners | 0.00% | 20,518 | $629,289 | $649,805 | +$20,516 | +3.26% | |
| Barnes Wealth Management Group, Inc | 0.27% | 18,767 | $575,584 | $594,351 | +$18,767 | +3.26% | |
| Dahring {-} Cusmano Llc | 0.26% | 16,149 | $495,290 | $511,439 | +$16,149 | +3.26% | |
| Farther Finance Advisors, Llc | 0.00% | 13,948 | $483,440 | $441,733 | -$41,707 | -8.63% | |
| &Partners | 0.00% | 15,415 | $472,775 | $488,193 | +$15,418 | +3.26% | |
| Signature Wealth Management Partners, Llc | 0.20% | 13,402 | $464,511 | $424,441 | -$40,070 | -8.63% | |
| Envestnet Asset Management Inc | 0.00% | 14,987 | $459,662 | $474,638 | +$14,976 | +3.26% | |
| Corient Private Wealth Llc | 0.00% | 13,995 | $429,227 | $443,222 | +$13,995 | +3.26% | |
| Bank Of America Corp | 0.00% | 13,127 | $402,605 | $415,732 | +$13,127 | +3.26% | |
| Mml Investors Services, Llc | 0.00% | 12,121 | $371,754 | $383,872 | +$12,118 | +3.26% | |
| Composition Wealth, Llc | 0.00% | 10,206 | $313,016 | $323,224 | +$10,208 | +3.26% | |
| Vestmark Advisory Solutions, Inc. | 0.00% | 10,011 | $307,037 | $317,048 | +$10,011 | +3.26% | |
| Kestra Advisory Services, Llc | 0.00% | 7,793 | $270,108 | $246,804 | -$23,304 | -8.63% | |
| Arbor Investment Advisors, Llc | 0.03% | 7,284 | $252,463 | $230,684 | -$21,779 | -8.63% | |
| Mutual Advisors, Llc | 0.00% | 8,187 | $251,095 | $259,282 | +$8,187 | +3.26% | |
| Royal Bank Of Canada | 0.00% | 8,048 | $247,000 | $254,880 | +$7,880 | +3.19% | |
| Swf Llc | 0.01% | 6,993 | $214,475 | $221,468 | +$6,993 | +3.26% | |
| M Wealth Management, Llc | 0.16% | 6,146 | $213,021 | $194,644 | -$18,377 | -8.63% | |
| Legacy Capital Group California, Inc. | 0.06% | 6,719 | $206,072 | $212,791 | +$6,719 | +3.26% | |
| Fifth Third Bancorp | 0.00% | 6,591 | $202,146 | $208,737 | +$6,591 | +3.26% | |
| Osaic Holdings, Inc. | 0.00% | 5,029 | $154,243 | $159,268 | +$5,025 | +3.26% | |
| Pnc Financial Services Group, Inc. | 0.00% | 4,675 | $143,382 | $148,057 | +$4,675 | +3.26% | |
| Tanglewood Legacy Advisors, Llc | 0.02% | 1,767 | $54,194 | $55,961 | +$1,767 | +3.26% | |
| Sunrise Financial Services, Llc | 0.03% | 1,501 | $52,025 | $47,537 | -$4,488 | -8.63% | |
| Ameritas Advisory Services, Llc | 0.00% | 1,670 | $51,229 | $52,889 | +$1,660 | +3.24% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 1,647 | $50,513 | $52,160 | +$1,647 | +3.26% | |
| Harbour Investments, Inc. | 0.00% | 1,423 | $43,643 | $45,066 | +$1,423 | +3.26% | |
| Community Bank, N.A. | 0.00% | 663 | $20,327 | $20,997 | +$670 | +3.30% | |
| Private Trust Co Na | 0.00% | 419 | $14,523 | $13,270 | -$1,253 | -8.63% | |
| Morgan Stanley | 0.00% | 443 | $13,587 | $14,030 | +$443 | +3.26% |
Frequently asked questions about CMDT
Who are the largest institutional holders of CMDT?
The largest institutional holders of CMDT reported in the latest SEC Form 13F filings include Wells Fargo & Company/Mn, Apollon Wealth Management, Llc, Allianz Asset Management Gmbh, Cwm, Llc, and First National Advisers, Llc. InsiderSet ranks institutional holders by their latest reported CMDT position.
What is CMDT institutional ownership?
This page tracks CMDT positions reported by institutional investment managers through SEC Form 13F. PIMCO COMMODITY ACTIVE STRAT (CMDT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CMDT?
InsiderSet currently tracks 61 institutional managers reporting CMDT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CMDT shareholders.
How much CMDT stock do institutions own?
Institutional investment managers disclosed approximately $473.71M in CMDT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CMDT institutional ownership last updated?
The latest CMDT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CMDT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CMDT position after the reporting date.
Are institutions buying or selling CMDT?
Institutional buying and selling can be analyzed by comparing CMDT positions across consecutive 13F reporting periods. InsiderSet's CMDT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CMDT ownership changes.
How has CMDT institutional ownership changed over time?
InsiderSet tracks CMDT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.