Who Owns PIMCO ETF TR (LTPZ)? -- Institutional Holders (2026-06-30)
107 institutions reported holding $289.8M of PIMCO ETF TR (LTPZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: CENTRAL TRUST Co ($37.3M), MAI Capital Management ($27.0M), MORGAN STANLEY ($24.1M), WELLS FARGO & COMPANY/MN ($22.3M), Avos Capital Management, LLC ($16.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CENTRAL TRUST Co | $37.3M | 736,977 | Trimmed |
| 2 | MAI Capital Management | $27.0M | 532,294 | New |
| 3 | MORGAN STANLEY | $24.1M | 475,234 | Added |
| 4 | WELLS FARGO & COMPANY/MN | $22.3M | 439,786 | Trimmed |
| 5 | Avos Capital Management, LLC | $16.2M | 319,331 | Added |
| 6 | ALTFEST L J & CO INC | $14.4M | 284,363 | Added |
| 7 | NORTHERN TRUST CORP | $10.2M | 202,216 | Trimmed |
| 8 | AE Wealth Management LLC | $8.8M | 174,533 | Added |
| 9 | Mid-American Wealth Advisory Group, Inc. | $8.7M | 171,345 | Trimmed |
| 10 | Fermata Advisors, LLC | $8.2M | 162,273 | Added |
| 11 | Sovran Advisors, LLC | $7.9M | 163,290 | Added |
| 12 | HighTower Advisors, LLC | $7.0M | 139,010 | Added |
| 13 | CITADEL ADVISORS LLC | $6.6M | 129,881 | Added |
| 14 | OSAIC HOLDINGS, INC. | $6.5M | 128,467 | Added |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.1M | 121,400 | Trimmed |
| 16 | Yoder Wealth Management, Inc. | $6.0M | 118,266 | Added |
| 17 | LPL Financial LLC | $4.7M | 92,566 | Added |
| 18 | GOLDMAN SACHS GROUP INC | $4.5M | 88,778 | Added |
| 19 | Lloyd Advisory Services, LLC. | $4.1M | 81,212 | Added |
| 20 | Balanced Rock Investment Advisors LLC | $3.8M | 74,537 | Added |
| 21 | Tortoise Investment Management, LLC | $3.6M | 71,497 | Added |
| 22 | Hirtle Callaghan & Co LLC | $3.5M | 0 | Added |
| 23 | Ares Financial Consulting, LLC | $3.5M | 68,277 | Added |
| 24 | SJBENEN ADVISORY, LLC | $3.3M | 66,474 | Added |
| 25 | Ancora Advisors LLC | $2.8M | 55,171 | Added |
Source: SEC Form 13F filings · as of 2026-06-30