Who Owns Pimco Corp & Income Opportunity Fund ETF (PTY)? -- Institutional Holders (2026-06-30)
251 institutions reported holding $421.2M of Pimco Corp & Income Opportunity Fund ETF (PTY) in SEC 13F filings for 2026-06-30. Largest institutional holders: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($32.8M), LPL Financial LLC ($31.8M), MORGAN STANLEY ($31.2M), WELLS FARGO & COMPANY/MN ($29.5M), XML Financial, LLC ($21.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $32.8M | 2.7M | Added |
| 2 | LPL Financial LLC | $31.8M | 2.6M | Trimmed |
| 3 | MORGAN STANLEY | $31.2M | 2.6M | Added |
| 4 | WELLS FARGO & COMPANY/MN | $29.5M | 2.5M | Added |
| 5 | XML Financial, LLC | $21.1M | 1.8M | Added |
| 6 | Merrithew & Thorsten Inc | $18.0M | 1.5M | Trimmed |
| 7 | Invesco Ltd. | $17.9M | 1.5M | Added |
| 8 | Cetera Investment Advisers | $15.7M | 1.3M | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $11.4M | 949,380 | Added |
| 10 | OSAIC HOLDINGS, INC. | $11.2M | 931,885 | Added |
| 11 | GUGGENHEIM CAPITAL LLC | $9.6M | 794,118 | Added |
| 12 | Logan Stone Capital, LLC | $8.1M | 675,432 | Trimmed |
| 13 | Royal Bank of Canada | $7.7M | 638,181 | Added |
| 14 | AXXCESS WEALTH MANAGEMENT, LLC | $7.5M | 624,690 | New |
| 15 | Equitable Holdings, Inc. | $6.7M | 553,112 | Added |
| 16 | Cambridge Investment Research Advisors, Inc. | $6.4M | 531,454 | Added |
| 17 | PFG Investments, LLC | $6.1M | 504,390 | Trimmed |
| 18 | Private Advisor Group, LLC | $5.7M | 477,867 | Trimmed |
| 19 | Accel Wealth Management | $5.4M | 448,727 | Trimmed |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $5.3M | 441,508 | Trimmed |
| 21 | Kestra Advisory Services, LLC | $5.0M | 413,459 | Added |
| 22 | Evergreen Wealth Management, LLC | $4.7M | 388,873 | Added |
| 23 | Dynamic Advisor Solutions LLC | $4.6M | 382,350 | Added |
| 24 | BANK OF AMERICA CORP /DE/ | $4.0M | 336,236 | Added |
| 25 | Noble Wealth Management PBC | $4.0M | 333,049 | Added |
Source: SEC Form 13F filings · as of 2026-06-30