13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCyclicalNet sold
BOND

PIMCO ETF TR

556 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 72201R775·Exchange Traded Fund·556 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.5%
vs prior quarter
13F value held
$3.3B
52.0% inst. owned
of float
Holders
556
-21 QoQ
filers reporting
Activity
+71 / −29
+892 added · −783 reduced
this quarter
Concentration
10.53%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

556 institutions reported BOND in Q1 2026. MORGAN STANLEY leads at 10.5% of the visible book. -21 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$347M3.8M0.02%Q1 202602
CWM, LLC
CIK 0001535847
$345M3.7M0.91%Q1 202603
LPL Financial LLC
CIK 0001403438
$316M3.4M0.08%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$241M2.6M0.06%Q1 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$206M2.2M0.04%Q1 202606
AE Wealth Management LLC
CIK 0001697723
$175M1.9M0.94%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$166M1.8M0.05%Q1 202608
OneDigital Investment Advisors LLC
CIK 0001690370
$162M1.8M1.58%Q1 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$157M1.7M0.23%Q1 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$150M1.6M0.01%Q1 202611
TECTONIC ADVISORS LLC
CIK 0001859918
$150M1.6M7.92%Q1 202612
NewEdge Advisors, LLC
CIK 0001633516
$123M1.3M0.45%Q1 202613
Koss-Olinger Consulting, LLC
CIK 0001861163
$117M1.3M9.80%Q1 202614
Cetera Investment Advisers
CIK 0001666741
$103M1.1M0.11%Q1 202615
Sand Hill Global Advisors, LLC
CIK 0001009209
$98M1.1M3.31%Q1 202616
Waverly Advisors, LLC
CIK 0001568787
$94M1.0M0.70%Q1 202617
Heirloom Wealth Management
CIK 0001882903
$94M1.0M16.95%Q1 202618
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$88M956K1.60%Q1 202619
UBS Group AG
CIK 0001610520
$84M912K0.01%Q1 202620
JPMORGAN CHASE & CO
CIK 0000019617
$82M893K0.01%Q1 2026
Page 1 of 28
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