13F Insight
DOSSIER · 13F Holders · Q3 2026ETF · Exchange Traded Fund
BOND

PIMCO ETF TR

585 institutions still hold PIMCO ETF TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 72201R775·Exchange Traded Fund·585 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$7.1B
visible holders
Holders
585
filers reporting
Concentration
5.17%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q3 2026

585 institutions reported BOND in Q3 2026. LPL Financial LLC leads at 5.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$367M4.2M0.08%Q3 202602
MORGAN STANLEY
CIK 0000895421
$362M4.2M0.02%Q3 202603
CWM, LLC
CIK 0001535847
$345M3.7M0.91%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$333M3.8M0.09%Q3 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$265M2.9M0.06%Q2 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$207M2.2M0.03%Q2 202607
Koss-Olinger Consulting, LLC
CIK 0001861163
$186M2.1M13.58%Q3 202608
OneDigital Investment Advisors LLC
CIK 0001690370
$180M2.1M1.41%Q3 202609
AE Wealth Management LLC
CIK 0001697723
$170M2.0M0.73%Q3 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$170M1.8M0.01%Q2 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$159M1.8M0.19%Q3 202612
TECTONIC ADVISORS LLC
CIK 0001859918
$150M1.7M6.95%Q3 202613
Cetera Investment Advisers
CIK 0001666741
$150M1.7M0.13%Q3 202614
NewEdge Advisors, LLC
CIK 0001633516
$132M1.5M0.38%Q3 202615
Waverly Advisors, LLC
CIK 0001568787
$123M1.3M0.71%Q2 202616
JPMORGAN CHASE & CO
CIK 0000019617
$106M1.2M0.01%Q3 202617
Heirloom Wealth Management
CIK 0001882903
$103M1.2M13.35%Q3 202618
Sand Hill Global Advisors, LLC
CIK 0001009209
$102M1.2M3.02%Q3 202619
UBS Group AG
CIK 0001610520
$90M1.0M0.01%Q3 202620
CreativeOne Wealth, LLC
CIK 0001739728
$76M869K1.57%Q3 2026
Page 1 of 30
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