PRFDPIMCO ETF TR
CUSIP 72201R619 · Yahoo Finance ↗ · Google Finance ↗
Pimco Etf Tr (PRFD) has 44 institutional holders in Filings Flow’s 13F database, together reporting 3.56M shares worth $176M as of Q1 2026. The largest reported holders are Allianz Asset Management Gmbh, Gradient Investments LLC, and Allianz Investment Management U.S. LLC.
Institutional Holders
44
Q1 2026
Reported Value
$176M
Ticker
PRFD
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Gradient Investments LLC$7.2B AUM | 0.88% | $57M | 1.12M | Q1 2026 |
| Paladin Wealth, LLC$172M AUM | 0.73% | $1M | 20.9K | Q1 2026 |
| Allianz Investment Management U.S. LLC$2.7B AUM | 0.70% | $19M | 360.0K | Q3 2025OLDER |
| Brown Financial Advisors$264M AUM | 0.61% | $2M | 32.0K | Q1 2026 |
| A4 Wealth Advisors LLC$122M AUM | 0.26% | $301,989 | 5.9K | Q4 2025OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.20% | $822,121 | 16.2K | Q1 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.20% | $930,168 | 18.1K | Q4 2025OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.17% | $178,358 | 3.5K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.12% | $3M | 54.3K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.11% | $11M | 215.4K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.10% | $6M | 111.6K | Q1 2026 |
| Financial Synergies Wealth Advisors, Inc.$1.2B AUM | 0.08% | $868,649 | 17.1K | Q1 2026 |
| Allianz Asset Management GmbH$95.4B AUM | 0.07% | $65M | 1.27M | Q1 2026 |
| MinichMacGregor Wealth Management, LLC$567M AUM | 0.06% | $333,105 | 6.6K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.05% | $1M | 88.8K | Q1 2026 |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.05% | $198,781 | 3.9K | Q1 2026 |
| Vickerman Investment Advisors, Inc.$476M AUM | 0.05% | $221,479 | 4.4K | Q1 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 0.03% | $88,840 | 1.7K | Q4 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.03% | $2M | 49.2K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $510,551 | 10.1K | Q1 2026 |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.02% | $24,372 | 481 | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $2M | 35.9K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $761,683 | 15.0K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $432,470 | 8.5K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $16M | 319.0K | Q1 2026 |
| Networth Advisors, LLC$141M AUM | 0.00% | $4,560 | 90 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $556,942 | 11.0K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 40.1K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $26,348 | 520 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $102,396 | 2.0K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 32.8K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $268,809 | 5.3K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 24.0K | Q1 2026 |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $3,350 | 66 | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $10,972 | 213 | Q1 2026 |
| Mid-American Wealth Advisory Group, Inc.$277M AUM | 0.00% | $1,580 | 31 | Q2 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $13,174 | 260 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $111,876 | 2.2K | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $5,832 | 115 | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $217,846 | 4.3K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $203 | 4 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $9,830 | 194 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $269,210 | 5.3K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $912 | 18 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $5,067 | 100 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $91,000 | 1.8K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $32,530 | 642 | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2,650 | 52 | Q2 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $13,934 | 269 | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $1,082 | 21 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2,622 | 52 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.