BOND — PIMCO ETF Tr Institutional Holders · Q3 2026

Name: Who Owns BOND? 28 Institutions Hold $221M (Q3 2026)
Creator: ko.io

Who owns PIMCO ETF Tr (BOND)? 28 institutions reported holding $221.02M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Legacy Private Trust Co. ($41.9M), Cooper Financial Group ($40.5M), Eclectic Associates Inc ($40.4M).

Rank	Institution	Value	Shares	Change
1	Legacy Private Trust Co.	$41.9M	481,440	Added
2	Cooper Financial Group	$40.5M	465,447	Added
3	ECLECTIC ASSOCIATES INC /ADV	$40.4M	464,481	Added
4	Farther Finance Advisors, LLC	$18.2M	209,458	Added
5	MRA Advisory Group	$17.0M	195,843	Added
6	KWMG, LLC	$14.7M	169,327	Added
7	ACIMA PRIVATE WEALTH, LLC	$13.2M	151,802	Added
8	STEPH & CO	$12.0M	137,499	Added
9	Pacifica Partners Inc.	$5.8M	66,616	Trimmed
10	Taylor & Morgan Wealth Management, LLC	$5.4M	62,106	Added
11	TITLEIST ASSET MANAGEMENT, LLC	$3.3M	37,599	Trimmed
12	Emergent Wealth Advisors, LLC	$2.6M	30,173	Trimmed
13	Intelligence Driven Advisers, LLC	$2.4M	28,133	Trimmed
14	Wealth Enhancement Trust Services, Inc.	$663,125	7,623	Trimmed
15	Williams & Novak, LLC	$645,553	7,421	Trimmed
16	FSA Investment Group, LLC	$588,678	6,767	Added
17	Avidian Wealth Enterprises, LLC	$367,843	4,229	Added
18	AVAII WEALTH MANAGEMENT, LLC	$298,033	3,444	Added
19	Apella Capital, LLC	$281,635	3,253	Trimmed
20	Sincerus Advisory, LLC	$247,652	2,847	New
21	EASTERN BANK	$158,061	1,817	Added
22	CX Institutional	$80,000	921	Trimmed
23	ELEVATION WEALTH PARTNERS, LLC	$71,265	819	Added
24	Bangor Savings Bank	$70,636	812	New
25	Bullock Wealth Management Group	$60,624	699	Added

Source: SEC Form 13F filings · as of 2026-09-30