Who Owns PIMCO ETF TR (STPZ)? -- Institutional Holders (2026-03-31)
137 institutions reported holding $326.1M of PIMCO ETF TR (STPZ) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($35.0M), MORGAN STANLEY ($24.9M), CITADEL ADVISORS LLC ($23.1M), Ameritas Advisory Services, LLC ($19.8M), BANK OF NOVA SCOTIA ($15.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $35.0M | 646,919 | Added |
| 2 | MORGAN STANLEY | $24.9M | 460,160 | Trimmed |
| 3 | CITADEL ADVISORS LLC | $23.1M | 485,033 | Added |
| 4 | Ameritas Advisory Services, LLC | $19.8M | 365,080 | Added |
| 5 | BANK OF NOVA SCOTIA | $15.2M | 280,542 | Added |
| 6 | Eagle Strategies LLC | $14.9M | 275,311 | Added |
| 7 | Bleakley Financial Group, LLC | $13.8M | 254,712 | Added |
| 8 | WELLS FARGO & COMPANY/MN | $13.3M | 246,427 | Trimmed |
| 9 | LPL Financial LLC | $11.8M | 217,622 | Added |
| 10 | GOLDMAN SACHS GROUP INC | $9.5M | 175,053 | Added |
| 11 | Royal Bank of Canada | $7.9M | 146,747 | Added |
| 12 | Elevation Capital Advisory, LLC | $7.8M | 143,984 | New |
| 13 | GREAT VALLEY ADVISOR GROUP, INC. | $7.3M | 134,563 | Added |
| 14 | Kelman-Lazarov, Inc. | $7.1M | 130,364 | Trimmed |
| 15 | OSAIC HOLDINGS, INC. | $6.7M | 123,912 | Trimmed |
| 16 | TIAA TRUST, NATIONAL ASSOCIATION | $6.4M | 117,895 | Trimmed |
| 17 | Arbor Investment Advisors, LLC | $5.2M | 96,423 | Added |
| 18 | STIFEL FINANCIAL CORP | $4.9M | 91,469 | Added |
| 19 | AE Wealth Management LLC | $4.4M | 94,241 | Added |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 80,384 | Trimmed |
| 21 | Lutz Financial Services LLC | $4.1M | 76,584 | Trimmed |
| 22 | IMC-Chicago, LLC | $3.8M | 59,700 | Added |
| 23 | D.A. DAVIDSON & CO. | $3.6M | 67,081 | Added |
| 24 | Focus Partners Wealth | $3.6M | 66,851 | Trimmed |
| 25 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $3.6M | 66,687 | New |
Source: SEC Form 13F filings · as of 2026-03-31