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

PIMCO ETF TR

168 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 72201R635·168 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$321M
visible holders
Holders
168
filers reporting
Concentration
18.93%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

168 institutions reported MINO in Q2 2026. LPL Financial LLC leads at 18.9% 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
CWM, LLC
CIK 0001535847
$25M545K0.06%Q1 202605
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$22M493K0.40%Q1 202606
NewEdge Advisors, LLC
CIK 0001633516
$18M409K0.07%Q1 202607
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$15M319K0.70%Q2 202608
Focus Partners Wealth
CIK 0001542153
$13M290K0.01%Q4 202509
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$13M277K0.02%Q2 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$12M255K0.00%Q1 202611
GeoWealth Management, LLC
CIK 0001593387
$10M210K0.30%Q2 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$10M213K0.01%Q1 202613
Asio Capital, LLC
CIK 0001803291
$9M198K1.16%Q2 202614
CARY STREET PARTNERS FINANCIAL LLC
CIK 0001475045
$8M174K0.17%Q2 202615
TRUIST FINANCIAL CORP
CIK 0000092230
$8M170K0.01%Q2 202616
HighTower Advisors, LLC
CIK 0001462245
$7M157K0.01%Q2 202617
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$7M149K0.01%Q2 202618
CarsonAllaria Wealth Management, Ltd.
CIK 0001900946
$7M145K2.88%Q2 202619
True North Advisors, LLC
CIK 0001634556
$6M141K0.62%Q2 202620
Bridgewealth Advisory Group, LLC
CIK 0001801982
$6M136K1.17%Q2 2026
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