PIMCO ETF TR
CUSIP 72201R643
Pimco Etf Tr has 73 institutional holders in Filings Flow’s 13F database, together reporting 1.43M shares worth $140M as of Q1 2026. The largest reported holders are Allianz SE, Allianz Investment Management U.S. LLC, and Pfg Investments, LLC.
Institutional Holders
73
Q1 2026
Reported Value
$140M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Laurel Wealth Planning LLC$190M AUM | 2.33% | $4M | 44.7K | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 2.32% | $10M | 97.1K | Q1 2026OLDER |
| Stewardship Advisors, LLC$435M AUM | 1.19% | $5M | 52.1K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.93% | $20M | 201.8K | Q1 2026OLDER |
| Allianz Investment Management U.S. LLC$2.7B AUM | 0.92% | $25M | 249.0K | Q3 2025OLDER |
| First Affirmative Financial Network$258M AUM | 0.62% | $2M | 16.3K | Q1 2026OLDER |
| Phoenix Wealth Advisors$253M AUM | 0.54% | $1M | 13.8K | Q1 2026OLDER |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS$191M AUM | 0.48% | $906,202 | 9.2K | Q1 2026OLDER |
| AMARA FINANCIAL, LLC.$145M AUM | 0.44% | $640,044 | 6.5K | Q1 2026OLDER |
| Koenig Investment Advisory, LLC$129M AUM | 0.43% | $553,726 | 5.6K | Q2 2026 |
| Trademark Financial Management, LLC$204M AUM | 0.27% | $471,733 | 4.8K | Q3 2025OLDER |
| ALLIANZ SE$9.0B AUM | 0.27% | $25M | 249.0K | Q1 2026OLDER |
| LongView Asset Management LLC$143M AUM | 0.27% | $390,653 | 4.0K | Q4 2025OLDER |
| Mason & Associates Inc$516M AUM | 0.25% | $1M | 12.9K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.22% | $8M | 81.2K | Q1 2026OLDER |
| COREPATH WEALTH PARTNERS LLC$160M AUM | 0.22% | $359,897 | 3.6K | Q2 2026 |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.22% | $2M | 16.7K | Q1 2026OLDER |
| Live Oak Investment Partners$169M AUM | 0.21% | $339,295 | 3.4K | Q4 2025OLDER |
| Mezzasalma Advisors, LLC$391M AUM | 0.14% | $563,279 | 5.7K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 0.12% | $5M | 48.1K | Q1 2026OLDER |
| Capital Advantage, Inc.$765M AUM | 0.11% | $866,431 | 8.8K | Q1 2026OLDER |
| Bond & Devick Financial Network, Inc.$358M AUM | 0.10% | $369,188 | 3.7K | Q1 2026OLDER |
| Clarity Asset Management, Inc.$198M AUM | 0.09% | $182,921 | 1.8K | Q1 2026OLDER |
| Financial Insights, Inc.$309M AUM | 0.09% | $268,581 | 2.7K | Q1 2026OLDER |
| Towerpoint Wealth, LLC$289M AUM | 0.08% | $242,334 | 2.4K | Q2 2026 |
| WealthShield Partners, LLC$898M AUM | 0.07% | $591,374 | 6.0K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.06% | $144,332 | 1.5K | Q1 2026OLDER |
| Round Rock Advisors LLC$654M AUM | 0.06% | $372,255 | 3.8K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.05% | $1M | 11.7K | Q2 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.04% | $1M | 15.0K | Q1 2026OLDER |
| Mascoma Wealth Management LLC$484M AUM | 0.04% | $198,026 | 2.0K | Q1 2026OLDER |
| PFS Partners, LLC$218M AUM | 0.03% | $63,023 | 637 | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.02% | $865,350 | 8.7K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.02% | $299,477 | 3.0K | Q2 2026 |
| Tradition Wealth Management, LLC$1.4B AUM | 0.01% | $201,483 | 2.0K | Q1 2026OLDER |
| Fragasso Financial Advisors Inc$1.9B AUM | 0.01% | $261,623 | 2.6K | Q2 2026 |
| LGT Group Foundation$8.2B AUM | 0.01% | $1M | 11.2K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.01% | $225,860 | 2.3K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.01% | $1M | 10.6K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.01% | $93,979 | 950 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $4M | 43.1K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $348,612 | 3.5K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $260,109 | 2.6K | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $386,315 | 3.9K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $3M | 35.3K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $827,409 | 8.4K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $248,803 | 2.5K | Q4 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $653,103 | 6.6K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 20.3K | Q4 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $346,041 | 3.5K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $87,060 | 880 | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $421,141 | 4.3K | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.00% | $19,290 | 195 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 13.1K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $390,754 | 4.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $5M | 55.0K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $29,573 | 300 | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $122,178 | 1.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $699,868 | 7.1K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $380,268 | 3.8K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $13M | 135.5K | Q1 2026OLDER |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.00% | $1,089 | 11 | Q2 2026 |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $15,828 | 160 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $36,089 | 365 | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $4M | 39.7K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $14,832 | 150 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $28,490 | 288 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 25.4K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 21.5K | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $207,841 | 2.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $4M | 36.8K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $352,767 | 3.6K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $646,178 | 6.5K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $42,538 | 430 | Q2 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $626,000 | 6.3K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $248,401 | 2.5K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $20,306 | 206 | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $9,299 | 94 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $251,777 | 2.5K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $34,357 | 347 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $594 | 6 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $19,775 | 200 | Q3 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $594 | 6 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $46,078 | 466 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.