13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
MINO

PIMCO ETF TR

153 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 72201R635·153 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.2%
vs prior quarter
13F value held
$270M
64.0% inst. owned
of float
Holders
153
+76 QoQ
filers reporting
Activity
+66 / −77
+770 added · −802 reduced
this quarter
Concentration
17.86%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

153 institutions reported MINO in Q1 2026. LPL Financial LLC leads at 17.9% of the visible book. +76 net new institutions vs prior quarter — accumulation reading.

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
$26M586K1.62%Q1 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
$9M189K1.20%Q1 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$8M184K0.01%Q1 202612
TRUIST FINANCIAL CORP
CIK 0000092230
$8M173K0.01%Q1 202613
CARY STREET PARTNERS FINANCIAL LLC
CIK 0001475045
$7M166K0.19%Q1 202614
GeoWealth Management, LLC
CIK 0001593387
$7M160K0.26%Q1 202615
CarsonAllaria Wealth Management, Ltd.
CIK 0001900946
$7M158K3.53%Q1 202616
HighTower Advisors, LLC
CIK 0001462245
$6M134K0.01%Q1 202617
Bridgewealth Advisory Group, LLC
CIK 0001801982
$6M133K1.33%Q4 202518
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$5M116K0.01%Q1 202619
Tortoise Investment Management, LLC
CIK 0001599511
$5M110K0.41%Q1 202620
SITTNER & NELSON, LLC
CIK 0001846138
$5M104K1.72%Q1 2026
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