13F Insight
DOSSIER · 13F Holders · Q1 2026
MINO

PIMCO ETF TR

158 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 72201R635·158 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$276M
visible holders
Holders
158
filers reporting
Concentration
17.51%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

158 institutions reported MINO in Q1 2026. LPL Financial LLC leads at 17.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$48M1.1M0.01%Q1 202602
Cardinal Point Capital Management ULC
CIK 0001950841
$27M590K1.53%Q2 202603
CWM, LLC
CIK 0001535847
$25M545K0.06%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$22M496K0.01%Q1 202605
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$22M493K0.40%Q1 202606
NewEdge Advisors, LLC
CIK 0001633516
$18M409K0.07%Q1 202607
Focus Partners Wealth
CIK 0001542153
$13M290K0.01%Q4 202508
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$12M255K0.00%Q1 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$10M213K0.01%Q1 202610
Asio Capital, LLC
CIK 0001803291
$9M198K1.16%Q2 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$8M184K0.01%Q1 202612
CARY STREET PARTNERS FINANCIAL LLC
CIK 0001475045
$8M174K0.17%Q2 202613
TRUIST FINANCIAL CORP
CIK 0000092230
$8M173K0.01%Q1 202614
GeoWealth Management, LLC
CIK 0001593387
$7M160K0.26%Q1 202615
CarsonAllaria Wealth Management, Ltd.
CIK 0001900946
$7M158K3.53%Q1 202616
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$7M149K0.01%Q2 202617
True North Advisors, LLC
CIK 0001634556
$6M141K0.62%Q2 202618
HighTower Advisors, LLC
CIK 0001462245
$6M134K0.01%Q1 202619
Bridgewealth Advisory Group, LLC
CIK 0001801982
$6M133K1.33%Q4 202520
Sprinkle Financial Consultants LLC
CIK 0002011593
$6M123K2.20%Q2 2026
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