13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundInflation hedgeYield
MINT

PIMCO ETF TR

790 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 72201R833·Exchange Traded Fund·790 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.8%
vs prior quarter
13F value held
$7.9B
51.0% inst. owned
of float
Holders
790
+90 QoQ
filers reporting
Activity
+30 / −38
+905 added · −711 reduced
this quarter
Concentration
41.54%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q1 2026

790 institutions reported MINT in Q1 2026. JPMORGAN CHASE & CO leads at 41.5% of the visible book. +90 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
JPMORGAN CHASE & CO
CIK 0000019617
$3.3B32.8M0.21%Q1 202602
MORGAN STANLEY
CIK 0000895421
$910M9.0M0.05%Q1 202603
ASSETMARK, INC
CIK 0001344551
$898M8.9M1.83%Q4 202504
WELLS FARGO & COMPANY/MN
CIK 0000072971
$575M5.7M0.11%Q1 202605
LPL Financial LLC
CIK 0001403438
$437M4.3M0.12%Q1 202606
UBS Group AG
CIK 0001610520
$327M3.3M0.05%Q1 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$197M2.0M0.01%Q1 202608
CWM, LLC
CIK 0001535847
$161M1.6M0.42%Q1 202609
Mariner, LLC
CIK 0001373442
$131M1.3M0.15%Q1 202610
ROYAL BANK OF CANADA
CIK 0001000275
$129M1.3M0.02%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$116M1.2M0.03%Q1 202612
Focus Partners Wealth
CIK 0001542153
$110M1.1M0.13%Q4 202513
AE Wealth Management LLC
CIK 0001697723
$101M1.0M0.55%Q1 202614
Bramshill Investments, LLC
CIK 0001619899
$92M911K7.90%Q1 202615
Atria Investments, Inc
CIK 0001535865
$86M853K0.96%Q1 202616
Proficio Capital Partners LLC
CIK 0001654175
$86M849K4.57%Q1 202617
STIFEL FINANCIAL CORP
CIK 0000720672
$81M802K0.07%Q1 202618
KEYBANK NATIONAL ASSOCIATION/OH
CIK 0001089877
$76M756K0.28%Q1 202619
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$69M684K0.02%Q1 202620
JFG Wealth Management, LLC
CIK 0001766972
$62M616K12.15%Q3 2025
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