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

PIMCO ETF TR

38 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 72201R403·38 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$37M
visible holders
Holders
38
filers reporting
Concentration
22.29%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

38 institutions reported TIPZ in Q2 2026. LPL Financial LLC leads at 22.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$8M157K0.00%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$4M73K0.00%Q2 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$4M68K0.00%Q2 202604
WealthCare Investment Partners, LLC
CIK 0001908462
$3M61K0.77%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M56K0.00%Q2 202606
One Capital Management, LLC
CIK 0001606588
$2M45K0.07%Q2 202607
MORGAN STANLEY
CIK 0000895421
$2M44K0.00%Q2 202608
Apex Wealth Management, LLC
CIK 0002056695
$2M39K1.25%Q2 202609
ROYAL BANK OF CANADA
CIK 0001000275
$2M33K0.00%Q2 202610
FIDUCIARY TRUST CO
CIK 0000035442
$2M30K0.02%Q2 202611
Hara Capital LLC
CIK 0002010015
$1M21K0.58%Q2 202612
Steward Partners Investment Advisory, LLC
CIK 0001723397
$820K16K0.00%Q2 202613
WEDBUSH SECURITIES INC
CIK 0001142495
$607K11K0.02%Q1 202614
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$551K10K0.00%Q1 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$424K8K0.00%Q2 202616
Fairway Wealth LLC
CIK 0002019393
$392K7K0.09%Q2 202617
Snowden Capital Advisors LLC
CIK 0001903055
$376K7K0.01%Q2 202618
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$320K6K0.00%Q2 202619
Stratos Wealth Partners, LTD.
CIK 0001612865
$278K5K0.00%Q2 202620
NewEdge Advisors, LLC
CIK 0001633516
$276K5K0.00%Q2 2026
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