Who Owns PIMCO ETF Trust (PRFD)? -- Institutional Holders (2026-06-30)
54 institutions reported holding $201.0M of PIMCO ETF Trust (PRFD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Allianz Asset Management GmbH ($65.4M), Gradient Investments LLC ($62.2M), LPL Financial LLC ($17.5M), OneDigital Investment Advisors LLC ($11.8M), NewEdge Advisors, LLC ($6.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Allianz Asset Management GmbH | $65.4M | 1.3M | Added |
| 2 | Gradient Investments LLC | $62.2M | 1.2M | Added |
| 3 | LPL Financial LLC | $17.5M | 341,551 | Added |
| 4 | OneDigital Investment Advisors LLC | $11.8M | 230,113 | Added |
| 5 | NewEdge Advisors, LLC | $6.5M | 127,325 | Added |
| 6 | GREAT VALLEY ADVISOR GROUP, INC. | $6.2M | 121,560 | Added |
| 7 | RFG Advisory, LLC | $4.8M | 94,044 | Added |
| 8 | Integrated Wealth Concepts LLC | $4.0M | 78,708 | Added |
| 9 | BRIGHTON JONES LLC | $3.3M | 63,429 | Added |
| 10 | Mariner, LLC | $3.2M | 61,481 | Added |
| 11 | Summit Financial, LLC | $2.8M | 53,634 | Added |
| 12 | Cerity Partners LLC | $2.3M | 45,695 | Added |
| 13 | HighTower Advisors, LLC | $1.7M | 32,375 | Trimmed |
| 14 | Paladin Wealth, LLC | $1.2M | 23,119 | Added |
| 15 | Financial Synergies Wealth Advisors, Inc. | $1.0M | 20,060 | Added |
| 16 | Mattson Financial Services, LLC | $888,713 | 17,436 | Added |
| 17 | Trek Financial, LLC | $707,968 | 13,788 | New |
| 18 | Vise Technologies, Inc. | $690,973 | 13,457 | New |
| 19 | Cambridge Investment Research Advisors, Inc. | $550,000 | 10,718 | Added |
| 20 | AE Wealth Management LLC | $536,433 | 10,447 | Trimmed |
| 21 | CreativeOne Wealth, LLC | $474,778 | 9,247 | Added |
| 22 | MinichMacGregor Wealth Management, LLC | $474,033 | 9,232 | Added |
| 23 | JANE STREET GROUP, LLC | $409,439 | 7,974 | Added |
| 24 | RAYMOND JAMES FINANCIAL INC | $348,387 | 6,785 | New |
| 25 | Williams & Novak, LLC | $347,104 | 6,760 | New |
Source: SEC Form 13F filings · as of 2026-06-30