DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
CMDT

PIMCO COMMODITIES ACTIVE STRATEGY ETF

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

CUSIP 72201R593·59 13F holders·last filed Mar 31, 2026
Market cap
5.6%
vs prior quarter
13F value held
$452M
69.0% inst. owned
of float
Holders
59
-117 QoQ
filers reporting
Activity
+43 / −13
+902 added · −830 reduced
this quarter
Concentration
40.20%
WELLS FARGO & COMPANY/MN #1
top holder share
AI Holders Summary · Q1 2026

59 institutions reported CMDT in Q1 2026. WELLS FARGO & COMPANY/MN leads at 40.2% of the visible book. -117 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
WELLS FARGO & COMPANY/MN
CIK 0000072971
$182M5.6M0.03%Q1 2026
02
Allianz Asset Management GmbH
CIK 0001535323
$96M3.0M0.10%Q1 2026
03
Apollon Wealth Management, LLC
CIK 0001764387
$55M1.7M0.90%Q1 2026
04
CWM, LLC
CIK 0001535847
$38M1.2M0.10%Q1 2026
05
First National Advisers, LLC
CIK 0001941030
$16M506K2.39%Q1 2026
06
Orion Portfolio Solutions, LLC
CIK 0001802647
$14M549K0.07%Q1 2025
07
LPL Financial LLC
CIK 0001403438
$10M307K0.00%Q1 2026
08
FIDELITY D & D BANCORP INC
CIK 0001098151
$9M270K3.49%Q1 2026
09
Dakota Wealth Management
CIK 0001631353
$6M183K0.13%Q1 2026
10
EXCHANGE TRADED CONCEPTS, LLC
CIK 0001457320
$6M173K0.04%Q1 2026
11
Apollon Financial, LLC
CIK 0002011195
$4M135K0.60%Q1 2026
12
Lokken Investment Group LLC
CIK 0001842840
$4M153K1.44%Q3 2025
13
HOLLENCREST CAPITAL MANAGEMENT
CIK 0001161722
$4M129K0.15%Q1 2026
14
Steward Partners Investment Advisory, LLC
CIK 0001723397
$3M83K0.01%Q1 2026
15
CHOREO, LLC
CIK 0001679031
$2M49K0.02%Q1 2026
16
JPMORGAN CHASE & CO
CIK 0000019617
$845,94326K0.00%Q1 2026
17
Barnes Wealth Management Group, Inc
CIK 0002066194
$609,48319K0.31%Q1 2026
18
Walkner Condon Financial Advisors LLC
CIK 0001817494
$596,96318K0.08%Q1 2026
19
Krilogy Financial LLC
CIK 0001659047
$571,48517K0.02%Q1 2026
20
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$544,44017K0.00%Q1 2026
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