13F Insight
DOSSIER · 13F Holders · Q2 2026
MINO

PIMCO ETF TR

179 institutions still hold PIMCO ETF TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 72201R635·179 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$356M
visible holders
Holders
179
filers reporting
Concentration
17.08%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

179 institutions reported MINO in Q2 2026. LPL Financial LLC leads at 17.1% 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
$61M1.3M0.01%Q2 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$39M852K0.01%Q2 202603
Cardinal Point Capital Management ULC
CIK 0001950841
$27M590K1.53%Q2 202604
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$26M577K0.42%Q2 202605
CWM, LLC
CIK 0001535847
$25M545K0.06%Q1 202606
NewEdge Advisors, LLC
CIK 0001633516
$21M457K0.06%Q2 202607
MORGAN STANLEY
CIK 0000895421
$20M440K0.00%Q2 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$16M342K0.00%Q2 202609
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$15M319K0.70%Q2 202610
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$14M306K0.08%Q2 202611
Focus Partners Wealth
CIK 0001542153
$13M286K0.01%Q2 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$13M277K0.02%Q2 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$12M266K0.01%Q2 202614
GeoWealth Management, LLC
CIK 0001593387
$10M210K0.30%Q2 202615
Asio Capital, LLC
CIK 0001803291
$9M198K1.16%Q2 202616
CARY STREET PARTNERS FINANCIAL LLC
CIK 0001475045
$8M174K0.17%Q2 202617
TRUIST FINANCIAL CORP
CIK 0000092230
$8M170K0.01%Q2 202618
HighTower Advisors, LLC
CIK 0001462245
$7M157K0.01%Q2 202619
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$7M149K0.01%Q2 202620
CarsonAllaria Wealth Management, Ltd.
CIK 0001900946
$7M145K2.88%Q2 2026
Page 1 of 9
159 more holders available. Log in →