13F Insight
DOSSIER · 13F Holders · Q2 2026
BILZ

PIMCO ETF TR

132 institutions still hold PIMCO ETF TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 72201R577·132 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$630M
visible holders
Holders
132
filers reporting
Concentration
22.41%
AE Wealth Management LLC #1
top holder share
AI Holders Summary · Q2 2026

132 institutions reported BILZ in Q2 2026. AE Wealth Management LLC leads at 22.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
AE Wealth Management LLC
CIK 0001697723
$141M1.4M0.66%Q2 202602
Delta Investment Management, LLC
CIK 0001757043
$56M559K9.29%Q2 202603
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$48M472K0.07%Q2 202604
Beacon Capital Management, LLC
CIK 0001921487
$43M421K6.23%Q2 202605
Allianz Asset Management GmbH
CIK 0001535323
$41M406K0.04%Q2 202606
LPL Financial LLC
CIK 0001403438
$32M319K0.01%Q2 202607
Summit Financial Wealth Advisors, LLC
CIK 0001632283
$32M317K4.09%Q2 202608
SMART Wealth LLC
CIK 0002044723
$29M287K6.25%Q2 202609
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
CIK 0001812177
$29M285K7.25%Q2 202610
Biltmore Wealth Management, LLC
CIK 0001598102
$27M264K8.31%Q2 202611
GOLDMAN SACHS GROUP INC
CIK 0000886982
$23M230K0.00%Q2 202612
ACCESS FINANCIAL SERVICES, INC.
CIK 0001699622
$22M215K7.12%Q2 202613
Authentikos Wealth Advisory, LLC
CIK 0001967054
$21M213K13.71%Q2 202614
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$18M178K6.48%Q2 202615
Parallel Advisors, LLC
CIK 0001690010
$14M138K0.21%Q2 202616
Tower Research Capital LLC (TRC)
CIK 0001533421
$13M132K0.33%Q2 202617
ROYAL BANK OF CANADA
CIK 0001000275
$11M113K0.00%Q2 202618
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$10M103K0.00%Q2 202619
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$10M101K0.02%Q1 202620
Lloyd Advisory Services, LLC.
CIK 0001802474
$10M95K3.71%Q2 2026
Page 1 of 7
112 more holders available. Log in →