PIMCO ETF TR (BOND)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
520
Reporting holders
$6.4B
Reported value
0.0%
Held as options
+17
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $367.3M | 3,983,835 | 0.02% | 35q | +5.9%+$20.4M |
| LPL Financial LLC | $352.9M | 3,827,606 | 0.08% | 31q | +11.9%+$37.5M |
| ENVESTNET ASSET MANAGEMENT INC | $264.8M | 2,871,675 | 0.06% | 31q | +9.8%+$23.7M |
| RAYMOND JAMES FINANCIAL INC | $257.1M | 2,787,919 | 0.07% | 7q | +55.4%+$91.7M |
| WELLS FARGO & COMPANY/MN | $207.4M | 2,249,290 | 0.03% | 31q | -49.6%-$204.5M |
| AE Wealth Management LLC | $170.0M | 1,843,273 | 0.79% | 29q | -2.6%-$4.5M |
| BANK OF AMERICA CORP /DE/ | $169.6M | 1,839,221 | 0.01% | 31q | +13.1%+$19.7M |
| OneDigital Investment Advisors LLC | $169.3M | 1,835,711 | 1.43% | 21q | +4.8%+$7.8M |
| OSAIC HOLDINGS, INC. | $165.7M | 1,796,810 | 0.19% | 26q | +5.8%+$9.1M |
| TECTONIC ADVISORS LLC | $154.0M | 1,670,377 | 7.40% | 12q | +2.9%+$4.3M |
| NewEdge Advisors, LLC | $135.9M | 1,474,136 | 0.40% | new | NEW |
| Koss-Olinger Consulting, LLC | $124.2M | 1,347,216 | 9.57% | 9q | +6.4%+$7.4M |
| Waverly Advisors, LLC | $122.9M | 1,332,448 | 0.71% | 10q | +30.3%+$28.6M |
| Cetera Investment Advisers | $119.2M | 1,293,060 | 0.11% | 31q | +16.1%+$16.5M |
| Sand Hill Global Advisors, LLC | $114.7M | 1,243,907 | 3.45% | 11q | +16.8%+$16.5M |
| JPMORGAN CHASE & CO | $108.2M | 1,168,467 | 0.01% | 31q | +30.8%+$25.5M |
| Heirloom Wealth Management | $106.6M | 1,156,313 | 15.45% | 5q | +13.4%+$12.6M |
| GREAT VALLEY ADVISOR GROUP, INC. | $91.4M | 991,278 | 1.44% | 5q | +3.7%+$3.2M |
| UBS Group AG | $87.3M | 946,854 | 0.01% | 31q | +3.9%+$3.2M |
| CreativeOne Wealth, LLC | $83.5M | 905,609 | 1.80% | 27q | +8.4%+$6.4M |
| Gotham Asset Management, LLC | $73.7M | 798,729 | 0.17% | 7q | +24.2%+$14.3M |
| ROYAL BANK OF CANADA | $60.3M | 654,022 | 0.01% | 31q | +1.9%+$1.1M |
| Buck Wealth Strategies, LLC | $60.1M | 651,556 | 6.28% | 6q | +3.7%+$2.1M |
| Vickerman Investment Advisors, Inc. | $59.0M | 639,932 | 11.46% | 11q | -13.3%-$9.1M |
| Concurrent Investment Advisors, LLC | $55.5M | 602,397 | 0.47% | 11q | +6.3%+$3.3M |
| FSM Wealth Advisors, LLC | $53.8M | 583,033 | 5.73% | 17q | +8.4%+$4.2M |
| Advocacy Wealth Management, LLC | $52.5M | 569,047 | 1.91% | 3q | +4.3%+$2.2M |
| STIFEL FINANCIAL CORP | $52.3M | 566,667 | 0.04% | 31q | +18.4%+$8.1M |
| EVOLVE PRIVATE WEALTH, LLC | $51.0M | 553,056 | 3.12% | 3q | +5.0%+$2.4M |
| MERCER GLOBAL ADVISORS INC /ADV | $50.8M | 550,716 | 0.03% | 24q | +23.7%+$9.7M |
| Bouchey Financial Group, Ltd. | $50.3M | 545,883 | 3.25% | new | NEW |
| HighTower Advisors, LLC | $44.1M | 478,289 | 0.04% | 31q | +8.5%+$3.4M |
| CAPTRUST FINANCIAL ADVISORS | $43.5M | 471,968 | 0.07% | 31q | -12.7%-$6.3M |
| RFG Advisory, LLC | $42.0M | 455,902 | 0.66% | 27q | +61.1%+$15.9M |
| EXCHANGE TRADED CONCEPTS, LLC | $41.8M | 453,642 | 0.10% | 5q | +115.7%+$22.4M |
| Hudson Capital Management LLC | $40.8M | 442,761 | 9.87% | 31q | +3.3%+$1.3M |
| Cooper Financial Group | $39.9M | 433,100 | 3.31% | 13q | +9.3%+$3.4M |
| ECLECTIC ASSOCIATES INC /ADV | $37.8M | 410,428 | 4.31% | 8q | +18.3%+$5.9M |
| Mariner, LLC | $37.6M | 407,558 | 0.04% | 16q | -18.9%-$8.8M |
| BNP PARIBAS FINANCIAL MARKETS | $35.4M | 383,537 | 0.01% | 7q | +0.7%+$248.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $34.6M | 375,064 | 0.04% | 31q | -32.3%-$16.5M |
| Christian Investment Advisors, Inc. | $34.5M | 373,981 | 20.33% | 2q | +8.1%+$2.6M |
| JONES FINANCIAL COMPANIES LLLP | $33.8M | 365,565 | 0.01% | 9q | +40.2%+$9.7M |
| Kestra Advisory Services, LLC | $31.8M | 345,148 | 0.10% | 24q | +16.0%+$4.4M |
| O'Connor Financial Group LLC | $30.6M | 331,895 | 10.82% | 6q | +40.7%+$8.9M |
| Legacy Private Trust Co. | $30.5M | 330,525 | 1.69% | 11q | +12.4%+$3.4M |
| TRUIST FINANCIAL CORP | $29.5M | 319,915 | 0.04% | 27q | HELD |
| Goldstein Advisors, LLC | $29.2M | 316,893 | 2.67% | 15q | +12.6%+$3.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $29.1M | 318,668 | 0.05% | 12q | +3.0%+$856.1K |
| Private Advisor Group, LLC | $28.6M | 310,214 | 0.13% | 31q | +14.9%+$3.7M |
| Cornerstone Wealth Management, LLC | $28.5M | 309,271 | 1.23% | 30q | +9.7%+$2.5M |
| First Commonwealth Financial Corp /PA/ | $27.2M | 294,771 | 3.80% | 4q | +23.2%+$5.1M |
| VALLEY NATIONAL ADVISERS INC | $25.4M | 275,604 | 2.82% | 29q | +6.8%+$1.6M |
| Modern Wealth Management, LLC | $25.2M | 273,591 | 0.30% | new | NEW |
| Southland Equity Partners LLC | $24.9M | 270,271 | 4.36% | 23q | -1.0%-$254.0K |
| Stadion Money Management, LLC | $24.7M | 269,366 | 2.13% | 3q | +2.1%+$506.7K |
| Kelman-Lazarov, Inc. | $24.5M | 266,083 | 3.21% | 12q | +1.4%+$349.8K |
| Artemis Wealth Advisors, LLC | $24.2M | 13,605 | 1.45% | 17q | +343.7%+$18.7M |
| NOVEM GROUP | $22.6M | 245,552 | 2.29% | 7q | +4.9%+$1.1M |
| Berger Financial Group, Inc | $22.1M | 239,458 | 1.13% | 7q | -0.6%-$125.9K |
| OLD MISSION CAPITAL LLC | $22.0M | 238,153 | 0.35% | 2q | +510.1%+$18.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $21.5M | 232,879 | 0.01% | 26q | +15.6%+$2.9M |
| MML INVESTORS SERVICES, LLC | $21.1M | 229,015 | 0.04% | 31q | +29.9%+$4.9M |
| PNC Financial Services Group, Inc. | $20.7M | 224,828 | 0.01% | 31q | +2.7%+$554.2K |
| Crestmont Private Wealth LLC | $20.5M | 222,787 | 5.76% | 5q | +15.8%+$2.8M |
| Lynch Investment Planning, LLC | $19.5M | 210,964 | 14.95% | 3q | +9.7%+$1.7M |
| AdvisorNet Financial, Inc | $19.1M | 206,864 | 0.87% | 20q | +28.5%+$4.2M |
| Stratos Wealth Partners, LTD. | $18.9M | 205,161 | 0.19% | 13q | +1.5%+$275.2K |
| Ocean Park Asset Management, LLC | $18.8M | 204,100 | 0.91% | 4q | HELD |
| Atria Investments, Inc | $18.3M | 198,667 | 0.18% | 31q | +1.6%+$294.4K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $18.1M | 196,718 | 0.34% | 4q | +0.9%+$166.0K |
| Vestmark Advisory Solutions, Inc. | $18.0M | 195,617 | 0.17% | 6q | +0.5%+$98.1K |
| Addison Capital Co | $17.6M | 190,661 | 2.88% | 26q | +3.1%+$528.5K |
| Envestnet Portfolio Solutions, Inc. | $16.6M | 179,754 | 0.08% | 12q | +11.2%+$1.7M |
| McGrath & Associates, Inc. | $16.2M | 176,003 | 21.14% | 7q | +10.2%+$1.5M |
| Nest Investments, LLC | $15.7M | 170,171 | 11.92% | 3q | +3.6%+$546.4K |
| Mullooly Asset Management, Inc. | $15.4M | 167,343 | 4.75% | 6q | +9.9%+$1.4M |
| Bouvel Investment Partners, LLC | $15.1M | 163,263 | 3.40% | 13q | -31.6%-$6.9M |
| Hopwood Nicholas Hunter | $14.8M | 160,276 | 4.05% | 3q | +14.5%+$1.9M |
| Horizon Investments, LLC | $14.8M | 161,457 | 0.16% | 22q | HELD |
| Stratos Wealth Advisors, LLC | $14.7M | 159,697 | 0.81% | 6q | +10.2%+$1.4M |
| Bleakley Financial Group, LLC | $14.6M | 157,929 | 0.19% | 15q | -3.5%-$524.6K |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $14.5M | 157,391 | 1.72% | 6q | +5.1%+$704.9K |
| KWMG, LLC | $14.5M | 157,067 | 1.05% | 23q | +5.1%+$703.2K |
| PAX Financial Group, LLC | $14.3M | 155,402 | 2.13% | 13q | +9.7%+$1.3M |
| TD Capital Management LLC | $14.2M | 153,482 | 1.16% | 19q | +21.7%+$2.5M |
| ACIMA PRIVATE WEALTH, LLC | $13.7M | 148,379 | 3.97% | 11q | +4.2%+$554.6K |
| VICUS CAPITAL | $13.4M | 145,091 | 0.86% | 31q | HELD |
| Equitable Holdings, Inc. | $13.1M | 141,982 | 0.08% | 27q | +179.5%+$8.4M |
| MBM WEALTH CONSULTANTS, LLC | $12.9M | 140,381 | 2.50% | new | NEW |
| Vavra Capital Management, LLC | $12.9M | 140,315 | 11.32% | 3q | HELD |
| Clearstead Advisors, LLC | $12.7M | 138,203 | 0.12% | 14q | +6.1%+$737.1K |
| D.A. DAVIDSON & CO. | $12.5M | 135,601 | 0.07% | 11q | +15.2%+$1.6M |
| Sheridan Capital Management, LLC | $12.5M | 135,205 | 6.00% | 11q | -0.6%-$75.5K |
| SCOTIA CAPITAL INC. | $12.3M | 132,988 | 0.05% | 31q | -1.2%-$148.7K |
| GOULD ASSET MANAGEMENT LLC /CA/ | $12.1M | 130,793 | 1.90% | 31q | +3.8%+$443.2K |
| Affiance Financial, LLC | $11.7M | 126,883 | 1.68% | 26q | +30.4%+$2.7M |
| PRUDENT INVESTORS NETWORK, INC. | $11.7M | 126,871 | 2.27% | 26q | -79.1%-$44.4M |
| One Capital Management, LLC | $11.6M | 126,136 | 0.32% | 2q | HELD |
| Hutchens & Kramer Investment Management Group, LLC | $11.5M | 125,252 | 3.09% | 11q | -29.0%-$4.7M |
Showing the largest 100 of 541 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 520 | $6.4B | 69,302,598 | 53 | 260 | 125 | 0.0% |
| Q1 2026 | 503 | $6.2B | 67,409,405 | 44 | 243 | 121 | 0.0% |
| Q4 2025 | 488 | $4.9B | 53,113,583 | 53 | 218 | 114 | 0.0% |
| Q3 2025 | 438 | $4.2B | 44,978,958 | 23 | 189 | 139 | 0.0% |
| Q2 2025 | 445 | $4.0B | 43,117,157 | 38 | 170 | 160 | 0.0% |
| Q1 2025 | 434 | $3.8B | 40,658,940 | 42 | 178 | 125 | 0.0% |
| Q4 2024 | 422 | $3.4B | 37,467,819 | 31 | 168 | 114 | 0.0% |
| Q3 2024 | 389 | $3.1B | 32,696,168 | 41 | 178 | 107 | 0.0% |
| Q2 2024 | 365 | $2.7B | 29,396,364 | 28 | 161 | 118 | 0.0% |
| Q1 2024 | 368 | $3.0B | 32,493,249 | 36 | 154 | 107 | 0.0% |
| Q4 2023 | 367 | $2.7B | 28,891,992 | 53 | 128 | 115 | 0.0% |
| Q3 2023 | 329 | $2.2B | 25,250,855 | 23 | 140 | 107 | 0.0% |
| Q2 2023 | 336 | $2.1B | 23,171,866 | 29 | 126 | 111 | 0.0% |
| Q1 2023 | 327 | $1.7B | 18,808,553 | 29 | 123 | 112 | 0.0% |
| Q4 2022 | 314 | $1.6B | 18,174,855 | 36 | 102 | 108 | 0.0% |
| Q3 2022 | 339 | $1.8B | 19,596,074 | 18 | 116 | 146 | 0.0% |
| Q2 2022 | 376 | $2.0B | 20,820,648 | 30 | 100 | 166 | 0.1% |
| Q1 2022 | 401 | $2.5B | 23,726,094 | 39 | 118 | 155 | 0.0% |
| Q4 2021 | 410 | $2.7B | 24,335,231 | 32 | 148 | 125 | 0.0% |
| Q3 2021 | 382 | $2.4B | 21,774,561 | 25 | 150 | 108 | 0.0% |
| Q2 2021 | 385 | $2.5B | 22,661,253 | 31 | 144 | 122 | 0.0% |
| Q1 2021 | 384 | $2.4B | 21,954,881 | 36 | 154 | 117 | 0.0% |
| Q4 2020 | 376 | $2.2B | 19,469,784 | 35 | 142 | 90 | 0.1% |
| Q3 2020 | 346 | $2.0B | 17,987,342 | 35 | 164 | 73 | 0.1% |
| Q2 2020 | 318 | $1.8B | 16,227,772 | 34 | 135 | 71 | 0.1% |
| Q1 2020 | 321 | $1.5B | 15,170,345 | 34 | 104 | 114 | 0.0% |
| Q4 2019 | 328 | $1.5B | 14,106,054 | 36 | 130 | 60 | 0.2% |
| Q3 2019 | 278 | $1.3B | 12,294,881 | 36 | 114 | 57 | 0.2% |
| Q2 2019 | 257 | $1.2B | 11,502,890 | 36 | 101 | 59 | 0.1% |
| Q1 2019 | 246 | $1.1B | 9,986,274 | 36 | 86 | 64 | 0.1% |
| Q4 2018 | 232 | $962.4M | 9,361,687 | 0 | 7 | 5 | 0.0% |