PIMCO ETF TR PREFERRED AND CP

PIMCO ETF TR PREFERRED AND CP is a security (CUSIP 72201R619) tracked across SEC portfolio filings. 48 institutional managers reported $209.5M on Form 13F as of 2026-06-30; 1 registered fund positions totaling $20.9M via N-PORT as of 2026-03-31.

Summary

Top institutional holders (Form 13F)

Showing 15 of 48 managers by value.

ManagerLocationValueShares
Allianz Asset Management GmbHMUNICH, 2M$64.5M1,273,683
Gradient Investments LLCARDEN HILLS, MN$62.2M1,211,734
Allianz Investment Management U.S. LLCMinneapolis, MN$18.6M360,000
LPL Financial LLCFORT MILL, SC$16.2M318,964
OneDigital Investment Advisors LLCOVERLAND PARK, KS$10.9M215,381
GREAT VALLEY ADVISOR GROUP, INC.WILMINGTON, DE$5.7M111,644
NewEdge Advisors, LLCNew Orleans, LA$5.6M110,246
RFG Advisory, LLCBIRMINGHAM, AL$4.8M94,044
Visionary Wealth AdvisorsO'FALLON, IL$2.8M54,324
Summit Financial, LLCPARSIPPANY, NJ$2.5M49,193
Cerity Partners LLCNEW YORK, NY$2.0M40,135
Integrated Wealth Concepts LLCWALTHAM, MA$1.8M35,888
HighTower Advisors, LLCCHICAGO, IL$1.7M32,375
Brown Financial AdvisorsMILFORD, OH$1.6M31,961
Mariner, LLCOverland Park, KS$1.2M24,037

Top fund holders (N-PORT)

FundRegistrantValue% of fund
PIMCO Active Bond Exchange-Traded FundPIMCO ETF Trust$20.9M27.05%

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