Institutional Ownership
Pimco ETF Tr
CUSIP 72201R874SHTRM MUN BD ACTSMMUQ1 2026
Institutional Holders
194
13F filers
Shares Held
17.57M
Aggregate institutional
Institutional Value
$876.62M
Q1 2026
Net New Holders
+13
26 new · 13 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions26
Increased86
Decreased54
Sold out13
Institutional Holders
194 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 3.29M | $165.96M | +366.8K | Added |
| 2 | Captrust Financial Advisors | 1.16M | $58.44M | +110.6K | Added |
| 3 | Bank Of America Corp /De/ | 1.16M | $58.35M | +64.9K | Added |
| 4 | Stonebridge Financial Group, LLC | 1.06M | $53.29M | −7.6K | Reduced |
| 5 | Cwm, LLC | 796.2K | $40.17M | +85.0K | Added |
| 6 | Cetera Investment Advisers | 639.7K | $32.28M | −55.9K | Reduced |
| 7 | Jpmorgan Chase & Co | 636.2K | $32.07M | −191.2K | Reduced |
| 8 | Lpl Financial LLC | 548.9K | $27.69M | +44.4K | Added |
| 9 | Wealth Enhancement Advisory Services, LLC | 497.1K | $25.07M | −227.3K | Reduced |
| 10 | Biltmore Wealth Management, LLC | 418.5K | $21.11M | +14.4K | Added |
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