DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
SMMU

PIMCO ETF TR

220 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 72201R874·Exchange Traded Fund·220 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$693M
visible holders
Holders
220
filers reporting
Concentration
26.05%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

220 institutions reported SMMU in Q2 2026. MORGAN STANLEY leads at 26.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$180M3.6M0.01%Q2 2026
02
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$69M1.4M0.11%Q2 2026
03
BANK OF AMERICA CORP /DE/
CIK 0000070858
$65M1.3M0.00%Q2 2026
04
Stonebridge Financial Group, LLC
CIK 0002009367
$51M1.0M3.73%Q3 2026
05
CWM, LLC
CIK 0001535847
$40M796K0.11%Q1 2026
06
Cetera Investment Advisers
CIK 0001666741
$31M612K0.03%Q2 2026
07
JPMORGAN CHASE & CO
CIK 0000019617
$31M606K0.00%Q2 2026
08
LPL Financial LLC
CIK 0001403438
$30M599K0.01%Q2 2026
09
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$23M460K0.03%Q3 2026
10
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$22M427K0.01%Q2 2026
11
Biltmore Wealth Management, LLC
CIK 0001598102
$21M424K6.49%Q3 2026
12
John A. Wolfe & Associates, Inc.
CIK 0002118722
$20M403K28.06%Q2 2026
13
OSAIC HOLDINGS, INC.
CIK 0001677044
$20M402K0.02%Q2 2026
14
TD Capital Management LLC
CIK 0001483824
$20M402K1.66%Q2 2026
15
WELLS FARGO & COMPANY/MN
CIK 0000072971
$19M380K0.00%Q2 2026
16
CONDOR CAPITAL MANAGEMENT
CIK 0001082491
$14M269K1.02%Q2 2026
17
STIFEL FINANCIAL CORP
CIK 0000720672
$12M233K0.01%Q2 2026
18
Kelman-Lazarov, Inc.
CIK 0001672067
$9M172K1.14%Q2 2026
19
WEBSTERROGERS FINANCIAL ADVISORS, LLC
CIK 0001841757
$8M162K2.09%Q2 2026
20
Vise Technologies, Inc.
CIK 0001812090
$8M157K0.09%Q2 2026
Page 1 of 11
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Insiders at PIMCO ETF TR
Ban Gary E →Empire Capital Management, L.L.C. →Locke Donald T →Empire Capital Partners Lp →