13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
CORP

PIMCO ETF TR

212 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 72201R817·212 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.8%
vs prior quarter
13F value held
$1.1B
49.0% inst. owned
of float
Holders
212
+79 QoQ
filers reporting
Activity
+71 / −21
+843 added · −807 reduced
this quarter
Concentration
41.39%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

212 institutions reported CORP in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 41.4% of the visible book. +79 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$442M4.6M0.03%Q1 202602
LPL Financial LLC
CIK 0001403438
$122M1.3M0.03%Q1 202603
CWM, LLC
CIK 0001535847
$110M1.1M0.29%Q1 202604
MORGAN STANLEY
CIK 0000895421
$74M760K0.00%Q1 202605
RAM Investment Partners, LLC
CIK 0001989672
$51M530K9.02%Q1 202606
OneDigital Investment Advisors LLC
CIK 0001690370
$36M374K0.35%Q1 202607
Allianz Asset Management GmbH
CIK 0001535323
$33M338K0.03%Q1 202608
BANK OF NOVA SCOTIA
CIK 0000009631
$26M266K0.05%Q1 202609
Mokosak Advisory Group, LLC
CIK 0001713112
$25M258K6.25%Q1 202610
NewEdge Advisors, LLC
CIK 0001633516
$22M229K0.08%Q1 202611
UBS Group AG
CIK 0001610520
$20M205K0.00%Q1 202612
XML Financial, LLC
CIK 0001800465
$18M184K1.44%Q1 202613
NOVEM GROUP
CIK 0001926783
$15M151K1.67%Q1 202614
Modern Wealth Management, LLC
CIK 0002001900
$14M145K0.24%Q1 202615
AGILIS PARTNERS LLC
CIK 0001633903
$13M134K3.83%Q4 202416
McAdam, LLC
CIK 0001695490
$11M109K0.48%Q1 202617
Net Worth Advisory Group
CIK 0001791998
$10M106K2.13%Q1 202618
ROYAL BANK OF CANADA
CIK 0001000275
$10M103K0.00%Q1 202619
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$9M95K0.00%Q1 202620
Ausdal Financial Partners, Inc.
CIK 0001667146
$8M84K0.36%Q1 2026
Page 1 of 11
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