13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
STPZ

PIMCO ETF TR

128 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 72201R205·128 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.6%
vs prior quarter
13F value held
$224M
45.0% inst. owned
of float
Holders
128
-23 QoQ
filers reporting
Activity
+55 / −51
+871 added · −941 reduced
this quarter
Concentration
15.66%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

128 institutions reported STPZ in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 15.7% of the visible book. -23 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$35M647K0.00%Q1 202602
MORGAN STANLEY
CIK 0000895421
$25M460K0.00%Q1 202603
Ameritas Advisory Services, LLC
CIK 0001901275
$20M365K0.77%Q1 202604
BANK OF NOVA SCOTIA
CIK 0000009631
$15M281K0.03%Q1 202605
Eagle Strategies LLC
CIK 0001907666
$15M275K1.78%Q1 202606
Bleakley Financial Group, LLC
CIK 0001936953
$14M255K0.22%Q1 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$13M246K0.00%Q1 202608
LPL Financial LLC
CIK 0001403438
$12M218K0.00%Q1 202609
GOLDMAN SACHS GROUP INC
CIK 0000886982
$9M175K0.00%Q1 202610
ROYAL BANK OF CANADA
CIK 0001000275
$8M147K0.00%Q1 202611
Elevation Capital Advisory, LLC
CIK 0001871112
$8M144K3.32%Q1 202612
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$7M135K0.13%Q1 202613
Kelman-Lazarov, Inc.
CIK 0001672067
$7M130K1.01%Q1 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$7M124K0.01%Q1 202615
TIAA TRUST, NATIONAL ASSOCIATION
CIK 0001997405
$6M118K0.39%Q1 202616
Arbor Investment Advisors, LLC
CIK 0001590073
$5M96K0.68%Q1 202617
STIFEL FINANCIAL CORP
CIK 0000720672
$5M91K0.00%Q1 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M80K0.00%Q1 202619
Lutz Financial Services LLC
CIK 0001737112
$4M77K0.28%Q1 202620
Focus Partners Wealth
CIK 0001542153
$4M68K0.00%Q4 2025
Page 1 of 7
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