Who Owns PIMCO ETF TR (PRFD)? -- Institutional Holders (2026-03-31)
49 institutions reported holding $177.0M of PIMCO ETF TR (PRFD) in SEC 13F filings for 2026-03-31. Largest institutional holders: Allianz Asset Management GmbH ($64.5M), Gradient Investments LLC ($56.9M), LPL Financial LLC ($16.2M), OneDigital Investment Advisors LLC ($10.9M), GREAT VALLEY ADVISOR GROUP, INC. ($5.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Allianz Asset Management GmbH | $64.5M | 1.3M | Added |
| 2 | Gradient Investments LLC | $56.9M | 1.1M | Added |
| 3 | LPL Financial LLC | $16.2M | 318,964 | Added |
| 4 | OneDigital Investment Advisors LLC | $10.9M | 215,381 | Added |
| 5 | GREAT VALLEY ADVISOR GROUP, INC. | $5.7M | 111,644 | Added |
| 6 | Visionary Wealth Advisors | $2.8M | 54,324 | Trimmed |
| 7 | Summit Financial, LLC | $2.5M | 49,193 | Added |
| 8 | Cerity Partners LLC | $2.0M | 40,135 | New |
| 9 | Integrated Wealth Concepts LLC | $1.8M | 35,888 | Added |
| 10 | HighTower Advisors, LLC | $1.7M | 32,846 | Added |
| 11 | Brown Financial Advisors | $1.6M | 31,961 | Trimmed |
| 12 | Mariner, LLC | $1.2M | 24,037 | Trimmed |
| 13 | NewEdge Advisors, LLC | $1.2M | 88,832 | Added |
| 14 | Paladin Wealth, LLC | $1.1M | 20,901 | Added |
| 15 | Financial Synergies Wealth Advisors, Inc. | $868,649 | 17,143 | Added |
| 16 | Mattson Financial Services, LLC | $822,121 | 16,225 | Added |
| 17 | RFG Advisory, LLC | $761,683 | 15,032 | New |
| 18 | Forum Finance Group S.A. | $576,000 | 14,241 | New |
| 19 | AE Wealth Management LLC | $556,942 | 10,992 | Trimmed |
| 20 | GTS SECURITIES LLC | $510,551 | 10,076 | Trimmed |
| 21 | Cambridge Investment Research Advisors, Inc. | $485,000 | 9,574 | Added |
| 22 | CreativeOne Wealth, LLC | $432,470 | 8,535 | New |
| 23 | MinichMacGregor Wealth Management, LLC | $333,105 | 6,574 | Added |
| 24 | JANE STREET GROUP, LLC | $269,210 | 5,313 | Trimmed |
| 25 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $268,809 | 5,309 | New |
Source: SEC Form 13F filings · as of 2026-03-31