13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundBellwetherCompounder
HYS

PIMCO ETF TR

251 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·251 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.9%
vs prior quarter
13F value held
$555M
78.0% inst. owned
of float
Holders
251
+28 QoQ
filers reporting
Activity
+81 / −6
+717 added · −704 reduced
this quarter
Concentration
11.75%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

251 institutions reported HYS in Q1 2026. MORGAN STANLEY leads at 11.7% of the visible book. +28 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$65M699K0.00%Q1 202602
ASSETMARK, INC
CIK 0001344551
$58M613K0.12%Q4 202503
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$54M584K0.01%Q1 202604
CWM, LLC
CIK 0001535847
$38M403K0.10%Q1 202605
LPL Financial LLC
CIK 0001403438
$34M366K0.01%Q1 202606
OneDigital Investment Advisors LLC
CIK 0001690370
$33M355K0.32%Q1 202607
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$31M331K13.28%Q1 202608
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$28M299K0.02%Q4 202509
Cetera Investment Advisers
CIK 0001666741
$26M283K0.03%Q1 202610
TD PRIVATE CLIENT WEALTH LLC
CIK 0001551017
$21M227K0.44%Q1 202611
ROYAL BANK OF CANADA
CIK 0001000275
$19M205K0.00%Q1 202612
RMR Wealth Builders
CIK 0001803848
$19M205K1.50%Q1 202613
BANK OF AMERICA CORP /DE/
CIK 0000070858
$19M202K0.00%Q1 202614
Bleakley Financial Group, LLC
CIK 0001936953
$18M195K0.28%Q1 202615
CONDOR CAPITAL MANAGEMENT
CIK 0001082491
$16M173K1.35%Q1 202616
CreativeOne Wealth, LLC
CIK 0001739728
$16M167K0.36%Q1 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$16M166K0.02%Q1 202618
Capital Management Associates, Inc
CIK 0002008851
$15M162K3.42%Q1 202619
WELLS FARGO & COMPANY/MN
CIK 0000072971
$14M149K0.00%Q1 202620
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$13M142K0.00%Q1 2026
Page 1 of 13
231 more holders available. Log in →