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

PIMCO ETF TR

PRFD
Institutions
51
Combined AUM (Q2 2026)
$202.8M
Combined Shares (Q2 2026)
3.9M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+446,919
40 · 11 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-81,314
10 · 5 Exit · ≈
⚖️ Net
+365,605
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$202.8M
Institutions
51
New Buys
11
Adds
29
Reduces
5
Exits
5
Unchanged
6
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Allianz Asset Management GmbH
0.06%0.07%#14$65.4M1.3M$64.5M1.3M+28+0.00%Add
Gradient Investments LLC
0.86%0.88%#1$62.2M1.2M$56.9M1.1M+89,201+7.95%Add
LPL Financial LLC
<0.01%<0.01%#25$17.5M341,551$16.2M318,964+22,587+7.08%Add
OneDigital Investment Advisors LLC
0.1%0.11%#7$11.8M230,113$10.9M215,381+14,732+6.84%Add
NewEdge Advisors, LLC
0.02%0.02%#21$6.5M127,325$5.6M110,246+17,079+15.49%Add
GREAT VALLEY ADVISOR GROUP, INC.
0.1%0.1%#8$6.2M121,560$5.7M111,644+9,916+8.88%Add
RFG Advisory, LLC
0.08%0.01%#10$4.8M94,044$761,68315,032+79,012+525.63%Add
Integrated Wealth Concepts LLC
0.02%0.01%#20$4.0M78,708$1.8M35,888+42,820+119.32%Add
BRIGHTON JONES LLC
0.06%#13$3.3M63,429$00+63,429New Buy
Mariner, LLC
<0.01%<0.01%#26$3.2M61,481$1.2M24,037+37,444+155.78%Add
Summit Financial, LLC
0.03%0.03%#18$2.8M53,634$2.5M49,193+4,441+9.03%Add
Cerity Partners LLC
<0.01%<0.01%#29$2.3M45,695$2.0M40,135+5,560+13.85%Add
Brown Financial Advisors
0.59%0.61%#3$1.7M33,171$1.6M31,961+1,210+3.79%Add
HighTower Advisors, LLC
<0.01%<0.01%#33$1.7M32,375$1.7M32,846-471-1.43%Reduce
Paladin Wealth, LLC
0.69%0.73%#2$1.2M23,119$1.1M20,901+2,218+10.61%Add
Financial Synergies Wealth Advisors, Inc.
0.09%0.08%#9$1.0M20,060$868,64917,143+2,917+17.02%Add
Mattson Financial Services, LLC
0.18%0.2%#5$888,71317,436$822,12116,225+1,211+7.46%Add
Trek Financial, LLC
0.03%#16$707,96813,788$00+13,788New Buy
Vise Technologies, Inc.
0.01%#23$690,97313,457$00+13,457New Buy
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#34$550,33410,718$485,0009,574+1,144+11.95%Add
AE Wealth Management LLC
<0.01%<0.01%#31$536,43310,447$556,94210,992-545-4.96%Reduce
CreativeOne Wealth, LLC
0.01%0.01%#22$474,7789,247$432,4708,535+712+8.34%Add
MinichMacGregor Wealth Management, LLC
0.07%0.06%#11$474,0339,232$333,1056,574+2,658+40.43%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#47$409,4397,974$269,2105,313+2,661+50.08%Add
RAYMOND JAMES FINANCIAL INC
<0.01%#43$348,3876,785$00+6,785New Buy
Williams & Novak, LLC
0.23%#4$347,1046,760$00+6,760New Buy
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#44$310,7946,053$217,8464,299+1,754+40.80%Add
Vickerman Investment Advisors, Inc.
0.05%0.05%#15$232,0874,520$221,4794,371+149+3.41%Add
Forum Finance Group S.A.
0.06%0.31%#12$217,7614,241$721,59214,241-10,000-70.22%Reduce
KELLEHER FINANCIAL ADVISORS
0.03%0.05%#19$203,8963,971$198,7813,923+48+1.22%Add
Birchwood Financial Partners, Inc.
0.15%0.17%#6$180,8133,521$178,3583,520+1+0.03%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#42$117,4862,288$111,8762,208+80+3.62%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#48$92,0001,787$91,0001,78700.00%Unchanged
Lloyd Advisory Services, LLC.
0.03%#17$84,1981,640$00+1,640New Buy
Global Retirement Partners, LLC
<0.01%#38$34,000662$00+662New Buy
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#49$32,965642$32,53064200.00%Unchanged
PRIVATE TRUST CO NA
<0.01%<0.01%#32$26,700520$26,34852000.00%Unchanged
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#41$13,350260$13,17426000.00%Unchanged
WHITTIER TRUST CO OF NEVADA INC
<0.01%<0.01%#39$12,909253$5,832115+138+120.00%Add
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#45$11,912232$5,067100+132+132.00%Add
Strategic Wealth Partners, Ltd.
<0.01%<0.01%#35$10,937213$10,79321300.00%Unchanged
Cape Investment Advisory, Inc.
<0.01%#30$10,269200$00+200New Buy
EVOLUTION WEALTH MANAGEMENT INC.
0.01%0.02%#24$10,167198$24,372481-283-58.84%Reduce
Allworth Financial LP
<0.01%<0.01%#46$9,962194$9,83019400.00%Unchanged
JPMORGAN CHASE & CO
<0.01%<0.01%#51$9,193179$2,62252+127+244.23%Add
TOUNJIAN ADVISORY PARTNERS, LLC
<0.01%#27$7,523147$00+147New Buy
Networth Advisors, LLC
<0.01%<0.01%#28$5,494107$4,56090+17+18.89%Add
Elevated Capital Advisors, LLC
<0.01%<0.01%#36$2,41547$3,35066-19-28.79%Reduce
Triumph Capital Management
<0.01%<0.01%#40$1,18123$2034+19+475.00%Add
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#50$1,07821$00+21New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow