13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
BILZ

PIMCO ETF TR

121 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 72201R577·121 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.8%
vs prior quarter
13F value held
$623M
75.0% inst. owned
of float
Holders
121
-61 QoQ
filers reporting
Activity
+60 / −32
+885 added · −796 reduced
this quarter
Concentration
14.98%
Allianz Asset Management GmbH #1
top holder share
AI Holders Summary · Q1 2026

121 institutions reported BILZ in Q1 2026. Allianz Asset Management GmbH leads at 15.0% of the visible book. -61 net institutions QoQ — distribution reading.

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
LPL Financial LLC
CIK 0001403438
$32M316K0.01%Q1 202608
Summit Financial Wealth Advisors, LLC
CIK 0001632283
$31M303K4.34%Q1 202609
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
CIK 0001812177
$28M279K8.28%Q1 202610
Parallel Advisors, LLC
CIK 0001690010
$24M240K0.44%Q1 202611
ACCESS FINANCIAL SERVICES, INC.
CIK 0001699622
$24M234K8.39%Q1 202612
Authentikos Wealth Advisory, LLC
CIK 0001967054
$21M207K14.08%Q1 202613
Biltmore Wealth Management, LLC
CIK 0001598102
$19M183K6.59%Q1 202614
SMART Wealth LLC
CIK 0002044723
$15M153K4.51%Q1 202615
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$13M128K5.46%Q1 202616
ROYAL BANK OF CANADA
CIK 0001000275
$11M109K0.00%Q1 202617
Essex Financial Services, Inc.
CIK 0001315785
$9M88K0.50%Q1 202618
Bridgewealth Advisory Group, LLC
CIK 0001801982
$8M78K1.74%Q4 202519
Tower Research Capital LLC (TRC)
CIK 0001533421
$7M66K0.17%Q1 202620
Private Advisory Group LLC
CIK 0001632965
$7M65K0.43%Q1 2026
Page 1 of 7
101 more holders available. Log in →