13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
BOND

PIMCO ETF TR

581 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 72201R775·Exchange Traded Fund·581 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$3.6B
visible holders
Holders
581
filers reporting
Concentration
10.11%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

581 institutions reported BOND in Q2 2026. MORGAN STANLEY leads at 10.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$367M4.0M0.02%Q2 202602
LPL Financial LLC
CIK 0001403438
$353M3.8M0.08%Q2 202603
CWM, LLC
CIK 0001535847
$345M3.7M0.91%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$265M2.9M0.06%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$257M2.8M0.07%Q2 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$207M2.2M0.03%Q2 202607
AE Wealth Management LLC
CIK 0001697723
$170M1.8M0.79%Q2 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$170M1.8M0.01%Q2 202609
OneDigital Investment Advisors LLC
CIK 0001690370
$169M1.8M1.43%Q2 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$166M1.8M0.19%Q2 202611
TECTONIC ADVISORS LLC
CIK 0001859918
$154M1.7M7.40%Q2 202612
NewEdge Advisors, LLC
CIK 0001633516
$136M1.5M0.40%Q2 202613
Koss-Olinger Consulting, LLC
CIK 0001861163
$124M1.3M9.57%Q2 202614
Waverly Advisors, LLC
CIK 0001568787
$123M1.3M0.71%Q2 202615
Cetera Investment Advisers
CIK 0001666741
$119M1.3M0.11%Q2 202616
Sand Hill Global Advisors, LLC
CIK 0001009209
$115M1.2M3.45%Q2 202617
JPMORGAN CHASE & CO
CIK 0000019617
$108M1.2M0.01%Q2 202618
Heirloom Wealth Management
CIK 0001882903
$107M1.2M15.45%Q2 202619
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$91M991K1.44%Q2 202620
UBS Group AG
CIK 0001610520
$87M947K0.01%Q2 2026
Page 1 of 30
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