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

PIMCO ETF TR

207 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 72201R874·Exchange Traded Fund·207 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.5%
vs prior quarter
13F value held
$656M
64.0% inst. owned
of float
Holders
207
-53 QoQ
filers reporting
Activity
+104 / −55
+969 added · −888 reduced
this quarter
Concentration
25.30%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

207 institutions reported SMMU in Q1 2026. MORGAN STANLEY leads at 25.3% of the visible book. -53 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$166M3.3M0.01%Q1 202602
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$58M1.2M0.10%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$58M1.2M0.00%Q1 202604
Stonebridge Financial Group, LLC
CIK 0002009367
$53M1.1M4.38%Q1 202605
CWM, LLC
CIK 0001535847
$40M796K0.11%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$32M640K0.03%Q1 202607
JPMORGAN CHASE & CO
CIK 0000019617
$32M636K0.00%Q1 202608
LPL Financial LLC
CIK 0001403438
$28M549K0.01%Q1 202609
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$25M497K0.05%Q1 202610
Biltmore Wealth Management, LLC
CIK 0001598102
$21M419K7.51%Q1 202611
TD Capital Management LLC
CIK 0001483824
$20M403K1.83%Q1 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$20M390K0.03%Q1 202613
John A. Wolfe & Associates, Inc.
CIK 0002118722
$18M362K28.07%Q1 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$16M318K0.00%Q1 202615
WELLS FARGO & COMPANY/MN
CIK 0000072971
$14M277K0.00%Q1 202616
CONDOR CAPITAL MANAGEMENT
CIK 0001082491
$14M268K1.13%Q1 202617
SAGESPRING WEALTH PARTNERS, LLC
CIK 0002056425
$13M267K0.25%Q1 202618
STIFEL FINANCIAL CORP
CIK 0000720672
$9M177K0.01%Q1 202619
Gateway Wealth Partners, LLC
CIK 0001966037
$9M174K0.34%Q1 202620
Capital Asset Advisory Services LLC
CIK 0001666024
$9M169K0.33%Q1 2026
Page 1 of 11
187 more holders available. Log in →