13FBOX
PIMCO ETF TR · 13F Institutional Holdings
Options Calculator Rankings
P

PIMCO ETF TR

LONZ
Institutions
74
Combined AUM (Q2 2026)
$416.9M
Combined Shares (Q2 2026)
8.5M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+3.6M
52 · 23 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-828,857
24 · 11 Exit · ≈
⚖️ Net
+2.8M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$416.9M
Institutions
74
New Buys
23
Adds
29
Reduces
13
Exits
11
Unchanged
9
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Allianz Asset Management GmbH
0.14%0.14%#12$159.7M3.2M$129.9M2.6M+606,623+23.05%Add
Harel Insurance Investments & Financial Services Ltd.
0.56%#6$114.4M2.3M$00+2.3MNew Buy
LPL Financial LLC
0.01%0.01%#40$25.4M515,906$21.7M440,466+75,440+17.13%Add
State of New Jersey Common Pension Fund D
0.07%0.08%#21$19.7M400,000$19.8M400,00000.00%Unchanged
Flatrock Wealth Partners LLC
4.59%4.93%#1$11.7M237,146$11.0M221,951+15,195+6.85%Add
Cordoba Advisory Partners LLC
1.79%2.3%#3$8.5M171,747$8.3M168,699+3,048+1.81%Add
Gradient Investments LLC
0.11%0.12%#16$7.9M159,674$7.6M154,671+5,003+3.23%Add
McAdam, LLC
0.22%#11$5.7M115,747$00+115,747New Buy
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#35$5.4M110,463$4.9M98,252+12,211+12.43%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#53$4.7M95,855$4.3M87,889+7,966+9.06%Add
Mid-American Wealth Advisory Group, Inc.
1.56%1.99%#4$4.3M87,606$4.7M93,530-5,924-6.33%Reduce
Atria Investments, Inc
0.04%#28$4.1M82,650$00+82,650New Buy
Mariner, LLC
<0.01%#43$3.6M72,765$00+72,765New Buy
BRIGHTON JONES LLC
0.06%#25$3.1M62,114$00+62,114New Buy
Roger Wittlin Investment Advisory, LLC
2.36%2.75%#2$3.0M60,842$3.4M68,005-7,163-10.53%Reduce
J.W. COLE ADVISORS, INC.
0.05%0.08%#27$2.8M57,671$2.5M50,122+7,549+15.06%Add
Cetera Investment Advisers
<0.01%<0.01%#48$2.7M53,898$2.5M50,471+3,427+6.79%Add
L & S Advisors Inc
0.25%#10$2.4M48,797$00+48,797New Buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#44$2.1M43,089$2.0M40,357+2,732+6.77%Add
Simplicity Wealth,LLC
0.07%0.14%#23$2.0M39,749$2.5M51,087-11,338-22.19%Reduce
Focus Partners Wealth
<0.01%<0.01%#51$1.9M38,657$551,85811,175+27,482+245.92%Add
Hilltop Holdings Inc.
0.14%0.14%#13$1.8M36,132$1.6M32,638+3,494+10.71%Add
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#54$1.5M29,487$759,83915,388+14,099+91.62%Add
Clearstead Advisors, LLC
0.01%#34$1.4M27,551$00+27,551New Buy
ARMSTRONG ADVISORY GROUP, INC
0.08%0.08%#18$1.3M26,982$1.2M23,577+3,405+14.44%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#63$1.2M24,110$583,00011,803+12,307+104.27%Add
Elm3 Financial Group, LLC
0.74%0.95%#5$1.1M21,960$1.1M22,820-860-3.77%Reduce
Clear Creek Financial Management, LLC
0.07%0.08%#20$1.1M21,574$1.1M22,401-827-3.69%Reduce
NAPLES GLOBAL ADVISORS, LLC
0.06%0.07%#24$1.0M20,310$997,95820,210+100+0.49%Add
UBS Group AG
<0.01%<0.01%#67$997,29520,225$923,28918,698+1,527+8.17%Add
Coastal Bridge Advisors, LLC
0.06%0.06%#26$917,69918,611$805,19716,306+2,305+14.14%Add
LifeGoal Investments, LLC
0.39%#8$841,38517,063$00+17,063New Buy
Beckerman Institutional, LLC
0.33%0.36%#9$683,43613,860$684,39913,86000.00%Unchanged
MML INVESTORS SERVICES, LLC
<0.01%#52$672,65513,641$00+13,641New Buy
Bright Futures Wealth Management, LLC.
0.4%0.37%#7$618,71412,547$546,61911,070+1,477+13.34%Add
AE Wealth Management LLC
<0.01%<0.01%#47$552,19811,198$590,49211,958-760-6.36%Reduce
True Wealth Design, LLC
0.13%#14$546,05911,074$00+11,074New Buy
TITLEIST ASSET MANAGEMENT, LLC
0.04%0.04%#29$538,67010,924$517,58110,482+442+4.22%Add
Private Advisor Group, LLC
<0.01%<0.01%#50$490,0719,939$263,3115,332+4,607+86.40%Add
Tactive Advisors, LLC
0.12%0.12%#15$480,9289,753$434,4018,797+956+10.87%Add
Kensington Asset Management, LLC
0.03%#32$468,8889,509$00+9,509New Buy
VestGen Advisors, LLC
0.01%0.01%#36$403,7348,188$405,5548,183+5+0.06%Add
Total Clarity Wealth Management, Inc.
0.07%0.29%#19$367,5277,453$1.2M24,885-17,432-70.05%Reduce
Tower Research Capital LLC (TRC)
0.01%<0.01%#38$364,8947,400$1,33327+7,373+27,307.41%Add
Gateway Wealth Partners, LLC
0.02%0.03%#33$293,4475,951$667,50613,518-7,567-55.98%Reduce
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#42$285,6535,793$286,0555,79300.00%Unchanged
Acorn Wealth Advisors, LLC
0.07%0.08%#22$275,4335,586$283,3905,739-153-2.67%Reduce
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%#68$241,9154,906$00+4,906New Buy
Advocacy Wealth Management, LLC
0.01%0.01%#37$235,6384,772$235,6384,77200.00%Unchanged
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#59$214,8804,358$237,0404,800-442-9.21%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow