13F Insight
DOSSIER · 13F Holders · Q2 2026
STPZ

PIMCO ETF TR

131 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 72201R205·131 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$309M
visible holders
Holders
131
filers reporting
Concentration
17.27%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

131 institutions reported STPZ in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 17.3% 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
$53M1000K0.00%Q2 202602
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
CIK 0001812177
$32M606K8.16%Q2 202603
Ameritas Advisory Services, LLC
CIK 0001901275
$30M562K0.61%Q2 202604
BANK OF NOVA SCOTIA
CIK 0000009631
$28M512K0.04%Q2 202605
MORGAN STANLEY
CIK 0000895421
$27M498K0.00%Q2 202606
IHT Wealth Management, LLC
CIK 0001697490
$16M301K0.34%Q2 202607
Eagle Strategies LLC
CIK 0001907666
$15M289K1.53%Q2 202608
LPL Financial LLC
CIK 0001403438
$14M261K0.00%Q2 202609
Bleakley Financial Group, LLC
CIK 0001936953
$14M255K0.17%Q2 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$12M217K0.00%Q2 202611
GOLDMAN SACHS GROUP INC
CIK 0000886982
$10M181K0.00%Q2 202612
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$8M156K0.13%Q2 202613
ROYAL BANK OF CANADA
CIK 0001000275
$8M149K0.00%Q2 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$8M144K0.01%Q2 202615
Kelman-Lazarov, Inc.
CIK 0001672067
$7M131K0.92%Q2 202616
TIAA TRUST, NATIONAL ASSOCIATION
CIK 0001997405
$6M120K0.38%Q2 202617
D.A. DAVIDSON & CO.
CIK 0001080107
$6M116K0.03%Q2 202618
Arbor Investment Advisors, LLC
CIK 0001590073
$6M105K0.64%Q2 202619
Optimus Capital Advisors, LLC
CIK 0002140431
$5M97K2.77%Q2 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M84K0.00%Q2 2026
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