Who Owns PIMCO 1-5 (STPZ)? -- Institutional Holders (2026-06-30)

130 institutions reported holding $391.7M of PIMCO 1-5 (STPZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($53.3M), WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC ($32.3M), Ameritas Advisory Services, LLC ($30.0M), BANK OF NOVA SCOTIA ($27.6M), MORGAN STANLEY ($26.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$53.3M	999,708	Added
2	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	$32.3M	605,911	New
3	Ameritas Advisory Services, LLC	$30.0M	562,327	Added
4	BANK OF NOVA SCOTIA	$27.6M	512,308	Added
5	MORGAN STANLEY	$26.6M	497,960	Added
6	IHT Wealth Management, LLC	$16.1M	301,135	New
7	Eagle Strategies LLC	$15.4M	289,382	Added
8	LPL Financial LLC	$13.9M	260,841	Added
9	Bleakley Financial Group, LLC	$13.6M	255,166	Added
10	WELLS FARGO & COMPANY/MN	$11.6M	217,200	Trimmed
11	GOLDMAN SACHS GROUP INC	$9.7M	181,292	Added
12	GREAT VALLEY ADVISOR GROUP, INC.	$8.3M	155,678	Added
13	Royal Bank of Canada	$8.0M	149,193	Added
14	OSAIC HOLDINGS, INC.	$7.7M	144,471	Added
15	Kelman-Lazarov, Inc.	$7.0M	131,408	Added
16	TIAA TRUST, NATIONAL ASSOCIATION	$6.4M	119,832	Added
17	D.A. DAVIDSON & CO.	$6.2M	115,738	Added
18	Arbor Investment Advisors, LLC	$5.6M	105,322	Added
19	Optimus Capital Advisors, LLC	$5.2M	96,664	Added
20	ENVESTNET ASSET MANAGEMENT INC	$4.5M	83,546	Added
21	Focus Partners Wealth	$4.4M	83,067	Added
22	CITADEL ADVISORS LLC	$4.3M	80,411	Added
23	Lutz Financial Services LLC	$4.1M	76,584	Hold
24	JANE STREET GROUP, LLC	$3.5M	66,219	Added
25	STIFEL FINANCIAL CORP	$3.4M	64,197	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30