Who Owns PIMCO ETF TR (STPZ)? -- Institutional Holders (2026-06-30)
132 institutions reported holding $402.6M of PIMCO ETF TR (STPZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($53.3M), WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC ($32.3M), Ameritas Advisory Services, LLC ($30.0M), BANK OF NOVA SCOTIA ($27.6M), MORGAN STANLEY ($26.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $53.3M | 999,708 | Added |
| 2 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $32.3M | 605,911 | New |
| 3 | Ameritas Advisory Services, LLC | $30.0M | 562,327 | Added |
| 4 | BANK OF NOVA SCOTIA | $27.6M | 512,308 | Added |
| 5 | MORGAN STANLEY | $26.6M | 497,960 | Added |
| 6 | IHT Wealth Management, LLC | $16.1M | 301,135 | New |
| 7 | Eagle Strategies LLC | $15.4M | 289,382 | Added |
| 8 | LPL Financial LLC | $13.9M | 260,841 | Added |
| 9 | Bleakley Financial Group, LLC | $13.6M | 255,166 | Added |
| 10 | WELLS FARGO & COMPANY/MN | $11.6M | 217,200 | Trimmed |
| 11 | GOLDMAN SACHS GROUP INC | $9.7M | 181,292 | Added |
| 12 | GREAT VALLEY ADVISOR GROUP, INC. | $8.3M | 155,678 | Added |
| 13 | Royal Bank of Canada | $8.0M | 149,193 | Added |
| 14 | OSAIC HOLDINGS, INC. | $7.7M | 144,471 | Added |
| 15 | IMC-Chicago, LLC | $7.4M | 116,500 | Added |
| 16 | Kelman-Lazarov, Inc. | $7.0M | 131,408 | Added |
| 17 | TIAA TRUST, NATIONAL ASSOCIATION | $6.4M | 119,832 | Added |
| 18 | D.A. DAVIDSON & CO. | $6.2M | 115,738 | Added |
| 19 | Arbor Investment Advisors, LLC | $5.6M | 105,322 | Added |
| 20 | Optimus Capital Advisors, LLC | $5.2M | 96,664 | Added |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $4.5M | 83,546 | Added |
| 22 | Focus Partners Wealth | $4.4M | 83,067 | Added |
| 23 | CITADEL ADVISORS LLC | $4.3M | 80,411 | Added |
| 24 | Lutz Financial Services LLC | $4.1M | 76,584 | Hold |
| 25 | JANE STREET GROUP, LLC | $3.5M | 66,219 | Added |
Source: SEC Form 13F filings · as of 2026-06-30