Who Owns PIMCO ETF TR (CORP)? -- Institutional Holders (2026-06-30)
91 institutions reported holding $216.6M of PIMCO ETF TR (CORP) in SEC 13F filings for 2026-06-30. Largest institutional holders: RAM Investment Partners, LLC ($54.4M), Mokosak Advisory Group, LLC ($26.4M), XML Financial, LLC ($17.7M), NOVEM GROUP ($15.2M), McAdam, LLC ($13.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | RAM Investment Partners, LLC | $54.4M | 561,746 | Added |
| 2 | Mokosak Advisory Group, LLC | $26.4M | 272,417 | Added |
| 3 | XML Financial, LLC | $17.7M | 182,658 | Trimmed |
| 4 | NOVEM GROUP | $15.2M | 156,839 | Added |
| 5 | McAdam, LLC | $13.5M | 139,192 | Added |
| 6 | RFG Advisory, LLC | $10.6M | 109,483 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $8.1M | 84,009 | Added |
| 8 | Evensky & Katz LLC | $8.0M | 82,927 | Added |
| 9 | Modera Wealth Management, LLC | $6.9M | 71,487 | New |
| 10 | Private Advisor Group, LLC | $5.9M | 61,285 | Added |
| 11 | True North Advisors, LLC | $4.9M | 50,239 | Added |
| 12 | INDEPENDENT FINANCIAL GROUP, LLC | $4.1M | 42,389 | Added |
| 13 | Strategic Blueprint, LLC | $2.6M | 26,599 | Added |
| 14 | Cannon Advisors, Inc. | $2.4M | 24,996 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $2.4M | 24,446 | Added |
| 16 | GeoWealth Management, LLC | $2.2M | 22,188 | Trimmed |
| 17 | TRUIST FINANCIAL CORP | $2.1M | 21,311 | Trimmed |
| 18 | Great Waters Wealth Management | $1.7M | 18,053 | Trimmed |
| 19 | Sequoia Financial Advisors, LLC | $1.7M | 17,935 | Trimmed |
| 20 | Unique Wealth Strategies, LLC | $1.7M | 17,142 | Added |
| 21 | Towercrest Capital Management | $1.6M | 16,707 | Trimmed |
| 22 | Alliance Wealth Management Group | $1.6M | 16,707 | Trimmed |
| 23 | Security Financial Services, INC. | $1.5M | 15,673 | Trimmed |
| 24 | AE Wealth Management LLC | $1.4M | 14,885 | Added |
| 25 | DAVENPORT & Co LLC | $1.4M | 14,559 | Added |
Source: SEC Form 13F filings · as of 2026-06-30