DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
HYS

PIMCO ETF TR

273 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 72201R783·Exchange Traded Fund·273 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$571M
visible holders
Holders
273
filers reporting
Concentration
11.42%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

273 institutions reported HYS in Q1 2026. MORGAN STANLEY leads at 11.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$65M699K0.00%Q1 2026
02
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$55M592K0.01%Q2 2026
03
ASSETMARK, INC
CIK 0001344551
$50M532K0.09%Q2 2026
04
CWM, LLC
CIK 0001535847
$38M403K0.10%Q1 2026
05
OneDigital Investment Advisors LLC
CIK 0001690370
$36M380K0.30%Q2 2026
06
LPL Financial LLC
CIK 0001403438
$35M371K0.01%Q2 2026
07
Alpine Bank Wealth Management
CIK 0001974910
$32M346K4.16%Q2 2026
08
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$29M315K10.64%Q2 2026
09
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$28M299K0.02%Q4 2025
10
Cetera Investment Advisers
CIK 0001666741
$26M283K0.03%Q1 2026
11
TD PRIVATE CLIENT WEALTH LLC
CIK 0001551017
$23M244K0.42%Q2 2026
12
RMR Wealth Builders
CIK 0001803848
$21M228K1.32%Q2 2026
13
ROYAL BANK OF CANADA
CIK 0001000275
$19M205K0.00%Q1 2026
14
BANK OF AMERICA CORP /DE/
CIK 0000070858
$19M202K0.00%Q1 2026
15
Bleakley Financial Group, LLC
CIK 0001936953
$17M185K0.22%Q2 2026
16
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$16M175K0.02%Q2 2026
17
CONDOR CAPITAL MANAGEMENT
CIK 0001082491
$16M173K1.35%Q1 2026
18
CreativeOne Wealth, LLC
CIK 0001739728
$16M167K0.36%Q1 2026
19
Capital Management Associates, Inc
CIK 0002008851
$15M157K2.95%Q2 2026
20
WELLS FARGO & COMPANY/MN
CIK 0000072971
$14M149K0.00%Q1 2026
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