13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
PYLD

PIMCO ETF TR

719 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 72201R585·Exchange Traded Fund·719 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$5.7B
visible holders
Holders
719
filers reporting
Concentration
11.69%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

719 institutions reported PYLD in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 11.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$665M25.1M0.04%Q2 202602
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$621M23.4M0.08%Q2 202603
MORGAN STANLEY
CIK 0000895421
$616M23.2M0.03%Q2 202604
LPL Financial LLC
CIK 0001403438
$567M21.4M0.13%Q2 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$359M13.6M0.08%Q2 202606
Sequoia Financial Advisors, LLC
CIK 0001599900
$329M12.4M1.64%Q2 202607
HighTower Advisors, LLC
CIK 0001462245
$305M11.5M0.29%Q2 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$261M9.9M0.04%Q2 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$211M7.9M0.06%Q2 202610
Advance Capital Management, Inc.
CIK 0001536029
$201M7.6M6.49%Q2 202611
AE Wealth Management LLC
CIK 0001697723
$198M7.5M0.92%Q2 202612
Pure Financial Advisors, LLC
CIK 0001571556
$193M7.3M2.46%Q2 202613
Retirement Planning Group, LLC
CIK 0001508195
$190M7.2M4.83%Q2 202614
NewEdge Advisors, LLC
CIK 0001633516
$171M6.4M0.51%Q2 202615
UBS Group AG
CIK 0001610520
$149M5.6M0.02%Q2 202616
WCG Wealth Advisors LLC
CIK 0001855713
$143M5.4M3.40%Q2 202617
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$137M5.2M0.75%Q2 202618
CWM, LLC
CIK 0001535847
$131M5.0M0.34%Q1 202619
State of New Jersey Common Pension Fund D
CIK 0001483066
$119M4.5M0.41%Q2 202620
Waverly Advisors, LLC
CIK 0001568787
$117M4.4M0.68%Q2 2026
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