Who Owns PIMCO ETF TR (PRFD)? -- Institutional Holders (2026-06-30)

55 institutions reported holding $200.7M of PIMCO ETF TR (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.

RankInstitutionValueSharesChange
1Allianz Asset Management GmbH$65.4M1.3MAdded
2Gradient Investments LLC$62.2M1.2MAdded
3LPL Financial LLC$17.5M341,551Added
4OneDigital Investment Advisors LLC$11.8M230,113Added
5NewEdge Advisors, LLC$6.5M127,325Added
6GREAT VALLEY ADVISOR GROUP, INC.$6.2M121,560Added
7RFG Advisory, LLC$4.8M94,044Added
8BRIGHTON JONES LLC$3.3M63,429Added
9Mariner, LLC$3.2M61,481Added
10Summit Financial, LLC$2.8M53,634Added
11Cerity Partners LLC$2.3M45,695Added
12Integrated Wealth Concepts LLC$2.0M39,354Added
13Brown Financial Advisors$1.7M33,171Added
14HighTower Advisors, LLC$1.7M32,375Trimmed
15Paladin Wealth, LLC$1.2M23,119Added
16Financial Synergies Wealth Advisors, Inc.$1.0M20,060Added
17Mattson Financial Services, LLC$888,71317,436Added
18Trek Financial, LLC$707,96813,788New
19Vise Technologies, Inc.$690,97313,457New
20Cambridge Investment Research Advisors, Inc.$550,00010,718Added
21AE Wealth Management LLC$536,43310,447Trimmed
22CreativeOne Wealth, LLC$474,7789,247Added
23MinichMacGregor Wealth Management, LLC$474,0339,232Added
24JANE STREET GROUP, LLC$409,4397,974Added
25RAYMOND JAMES FINANCIAL INC$348,3876,785New

来源:SEC 13F 申报文件 · 截至 2026-06-30