PIMCO COMMODITY ACTIVE STRAT (CMDT) Institutional Ownership Changes & 13F Activity

PIMCO COMMODITY ACTIVE STRAT (CMDT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include First National Advisers, Llc, Wells Fargo & Company/Mn, Cwm, Llc, Lpl Financial Llc, and Steward Partners Investment Advisory, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Dakota Wealth ManagementBuy+4,695+2.6%182,530$5.89MQ1 2026Aug 26, 2026
Wells Fargo & Company/MnSell-347,211-5.8%5,625,575$181.54MQ1 2026Jul 08, 2026
Barnes Wealth Management Group, IncBuy+789+4.4%18,887$609.48KQ1 2026May 18, 2026
Larch Capital Partners LlcBuy+10,670—10,670$344.34KQ1 2026May 15, 2026
Corient Private Wealth LlcBuy+3,038+27.7%13,995$451.62KQ1 2026May 15, 2026
&PartnersSell-759-4.5%16,007$516.54KQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+241+290.4%324$10.00KQ1 2026May 15, 2026
Morgan StanleyBuy+177+66.5%443$14.30KQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+43+36.4%161$5.19KQ1 2026May 15, 2026
Cwm, LlcBuy+271,755+30.0%1,178,239$38.02MQ1 2026May 14, 2026
Swf LlcBuy+6,993—6,993$225.66KQ1 2026May 14, 2026
Ae Wealth Management LlcSell-21,189-92.7%1,664$53.69KQ1 2026May 13, 2026
Orion Porfolio Solutions, LlcSell-12,308-46.1%14,387$464.28KQ1 2026May 13, 2026
Geowealth Management, LlcSell-5,637-99.7%17$548.00Q1 2026May 13, 2026
Independent Advisor AllianceBuy+13,483—13,483$435.10KQ1 2026May 12, 2026
Community Bank, N.A.Buy+663—663$21.39KQ1 2026May 12, 2026
Ashton Thomas Private Wealth, LlcBuy+1,731—1,731$55.86KQ1 2026May 11, 2026
First National Advisers, LlcBuy+505,934—505,934$16.33MQ1 2026May 08, 2026
Steward Partners Investment Advisory, LlcBuy+83,463—83,463$2.69MQ1 2026May 08, 2026
Zions Bancorporation, National AssociationBuy+949—949$30.62KQ1 2026May 08, 2026
Shp Wealth ManagementBuy+363—363$11.70KQ1 2026May 08, 2026
Northwestern Mutual Wealth Management CoBuy+135—135$4.36KQ1 2026May 07, 2026
Hollencrest Capital ManagementBuy+92+0.1%128,784$4.16MQ1 2026May 07, 2026
Lpl Financial LlcBuy+108,318+54.5%306,980$9.91MQ1 2026May 06, 2026
Assetmark, IncBuy+42—42$1.35KQ1 2026May 06, 2026
Dahring {-} Cusmano LlcBuy+12,814—12,814$413.51KQ1 2026May 05, 2026
Legacy Capital Group California, Inc.Sell-1,596-19.2%6,719$216.82KQ1 2026May 04, 2026
Mml Investors Services, LlcBuy+472+4.3%11,571$373.39KQ1 2026May 04, 2026
Envestnet Asset Management IncBuy+456+3.9%12,117$391.02KQ1 2026May 04, 2026
Fifth Third BancorpBuy+2,219—2,219$71.61KQ1 2026May 01, 2026
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Frequently asked questions about CMDT activity

  • Which institutional owners are buying CMDT?

    Institutional owners buying CMDT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CMDT activity?

    "Buy" means an investor increased their reported position in CMDT compared to the prior reporting period. This reflects growing exposure to PIMCO COMMODITY ACTIVE STRAT (CMDT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CMDT increasing?

    Institutional interest in CMDT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.