DOSSIER · 13F Holders · Q1 2026
LTPZ

PIMCO ETF TR

91 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 72201R304·91 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$199M
visible holders
Holders
91
filers reporting
Concentration
19.22%
CENTRAL TRUST Co #1
top holder share
AI Holders Summary · Q1 2026

91 institutions reported LTPZ in Q1 2026. CENTRAL TRUST Co leads at 19.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CENTRAL TRUST Co
CIK 0000044365
$38M750K0.75%Q1 2026
02
EVOKE WEALTH, LLC
CIK 0001793432
$27M532K0.49%Q1 2026
03
WELLS FARGO & COMPANY/MN
CIK 0000072971
$25M486K0.00%Q1 2026
04
ALTFEST L J & CO INC
CIK 0000712050
$14M275K1.50%Q1 2026
05
NORTHERN TRUST CORP
CIK 0000073124· Index
$12M237K0.00%Q1 2026
06
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$9M171K3.14%Q2 2026
07
Sovran Advisors, LLC
CIK 0002051471
$8M161K0.65%Q1 2026
08
Fermata Advisors, LLC
CIK 0001859259
$8M162K1.66%Q2 2026
09
Avos Capital Management, LLC
CIK 0001948622
$8M149K3.01%Q1 2026
10
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$8M147K0.00%Q1 2026
11
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M121K0.01%Q1 2026
12
Yoder Wealth Management, Inc.
CIK 0001973967
$6M118K2.34%Q2 2026
13
CITADEL ADVISORS LLC
CIK 0001423053
$6M114K0.00%Q4 2025
14
HighTower Advisors, LLC
CIK 0001462245
$5M99K0.01%Q1 2026
15
Ares Financial Consulting, LLC
CIK 0002106717
$3M68K2.48%Q2 2026
16
Hirtle Callaghan & Co LLC
CIK 0001360710
$3M67K0.12%Q1 2026
17
AE Wealth Management LLC
CIK 0001697723
$3M64K0.02%Q1 2026
18
Tortoise Investment Management, LLC
CIK 0001599511
$3M62K0.26%Q1 2026
19
Balanced Rock Investment Advisors LLC
CIK 0002011851
$3M61K2.19%Q1 2026
20
UBS Group AG
CIK 0001610520
$3M55K0.00%Q1 2026
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