13F Insight
DOSSIER · 13F Holders · Q1 2026
BILZ

PIMCO ETF TR

118 institutions still hold PIMCO ETF TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 72201R577·118 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$640M
visible holders
Holders
118
filers reporting
Concentration
14.59%
Allianz Asset Management GmbH #1
top holder share
AI Holders Summary · Q1 2026

118 institutions reported BILZ in Q1 2026. Allianz Asset Management GmbH leads at 14.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Allianz Asset Management GmbH
CIK 0001535323
$93M924K0.10%Q1 202602
AE Wealth Management LLC
CIK 0001697723
$79M781K0.43%Q1 202603
Delta Investment Management, LLC
CIK 0001757043
$62M616K11.12%Q1 202604
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$53M526K0.09%Q1 202605
Beacon Capital Management, LLC
CIK 0001921487
$49M487K8.67%Q1 202606
GOLDMAN SACHS GROUP INC
CIK 0000886982
$39M387K0.00%Q1 202607
Summit Financial Wealth Advisors, LLC
CIK 0001632283
$32M317K4.09%Q2 202608
LPL Financial LLC
CIK 0001403438
$32M316K0.01%Q1 202609
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
CIK 0001812177
$29M285K7.25%Q2 202610
Biltmore Wealth Management, LLC
CIK 0001598102
$27M264K8.31%Q2 202611
Parallel Advisors, LLC
CIK 0001690010
$24M240K0.44%Q1 202612
ACCESS FINANCIAL SERVICES, INC.
CIK 0001699622
$22M215K7.12%Q2 202613
Authentikos Wealth Advisory, LLC
CIK 0001967054
$21M207K14.08%Q1 202614
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$18M178K6.48%Q2 202615
SMART Wealth LLC
CIK 0002044723
$15M153K4.51%Q1 202616
ROYAL BANK OF CANADA
CIK 0001000275
$11M109K0.00%Q1 202617
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$10M101K0.02%Q1 202618
Essex Financial Services, Inc.
CIK 0001315785
$9M88K0.50%Q1 202619
Bridgewealth Advisory Group, LLC
CIK 0001801982
$8M78K1.74%Q4 202520
Tower Research Capital LLC (TRC)
CIK 0001533421
$7M66K0.17%Q1 2026
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