PIMCO ETF TR

Ticker: PRFD CUSIP: 72201R619 Class: PREFERRED AND CP

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
Allianz Asset Management GmbH1,079,936$55,628
Gradient Investments LLC1,076,536$55,452
LPL Financial LLC308,685$15,900
OneDigital Investment Advisors LLC197,985$10,198
GREAT VALLEY ADVISOR GROUP, INC.104,034$5,359
Visionary Wealth Advisors93,230$4,802
NewEdge Advisors, LLC80,419$4,142
Mariner, LLC48,049$2,475
Summit Financial, LLC45,994$2,380
Integrated Wealth Concepts LLC34,401$1,772
Brown Financial Advisors33,051$1,702
HighTower Advisors, LLC31,197$1,607
Paladin Wealth, LLC20,241$1,043
MAGNOLIA CAPITAL ADVISORS LLC18,058$930
Mattson Financial Services, LLC15,868$817
GTS SECURITIES LLC15,508$799
Financial Synergies Wealth Advisors, Inc.14,472$745
ROYAL BANK OF CANADA11,888$612
AE Wealth Management LLC11,135$574
Cambridge Investment Research Advisors, Inc.8,215$0
JANE STREET GROUP, LLC6,357$327
JPMORGAN CHASE & CO5,909$304
A4 Wealth Advisors LLC5,863$302
MinichMacGregor Wealth Management, LLC5,685$293
Birchwood Financial Partners, Inc.4,447$229
KELLEHER FINANCIAL ADVISORS3,702$191
OSAIC HOLDINGS, INC.2,288$118
Global Retirement Partners, LLC1,988$102
Lloyd Advisory Services, LLC.1,725$89
EVOLUTION WEALTH MANAGEMENT INC.1,108$57
PRIVATE TRUST CO NA520$27
Allworth Financial LP197$10
Networth Advisors, LLC123$6
Steward Partners Investment Advisory, LLC100$5
Elevated Capital Advisors, LLC68$3
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO21$1
EverSource Wealth Advisors, LLC18$1
Triumph Capital Management4$0
Total (38 institutions)3,289,025$169,006