13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
LTPZ

PIMCO ETF TR

92 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 72201R304·92 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.9%
vs prior quarter
13F value held
$199M
45.0% inst. owned
of float
Holders
92
-118 QoQ
filers reporting
Activity
+49 / −119
+877 added · −779 reduced
this quarter
Concentration
19.22%
CENTRAL TRUST Co #1
top holder share
AI Holders Summary · Q1 2026

92 institutions reported LTPZ in Q1 2026. CENTRAL TRUST Co leads at 19.2% of the visible book. -118 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
CENTRAL TRUST Co
CIK 0000044365
$38M750K0.75%Q1 202602
EVOKE WEALTH, LLC
CIK 0001793432
$27M532K0.49%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$25M486K0.00%Q1 202604
ALTFEST L J & CO INC
CIK 0000712050
$14M275K1.50%Q1 202605
NORTHERN TRUST CORP
CIK 0000073124· Index
$12M237K0.00%Q1 202606
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$10M192K4.20%Q1 202607
Sovran Advisors, LLC
CIK 0002051471
$8M161K0.65%Q1 202608
Avos Capital Management, LLC
CIK 0001948622
$8M149K3.01%Q1 202609
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$8M147K0.00%Q1 202610
Fermata Advisors, LLC
CIK 0001859259
$7M146K1.68%Q1 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M121K0.01%Q1 202612
CITADEL ADVISORS LLC
CIK 0001423053
$6M114K0.00%Q4 202513
Yoder Wealth Management, Inc.
CIK 0001973967
$6M113K2.63%Q1 202614
HighTower Advisors, LLC
CIK 0001462245
$5M99K0.01%Q1 202615
Hirtle Callaghan & Co LLC
CIK 0001360710
$3M67K0.12%Q1 202616
AE Wealth Management LLC
CIK 0001697723
$3M64K0.02%Q1 202617
Tortoise Investment Management, LLC
CIK 0001599511
$3M62K0.26%Q1 202618
Balanced Rock Investment Advisors LLC
CIK 0002011851
$3M61K2.19%Q1 202619
WEALTHEDGE INVESTMENT ADVISORS, LLC
CIK 0002058455
$3M60K1.13%Q1 202620
Ares Financial Consulting, LLC
CIK 0002106717
$3M57K2.30%Q1 2026
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