Who owns PIMCO Preferred And Capital Securities Active Exchange-Traded Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PRFD from SEC Form 13F filings across 53 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 53 institutions disclosed 3.9M shares of PIMCO Preferred And Capital Securities Active Exchange-Traded Fund worth $202.0M — about 89.7% of shares outstanding; the largest disclosed holder is Allianz Asset Management GmbH. Source: SEC Form 13F filings, parsed by EvidInvest.
53
13F holders
$202.0M
value, 2026 filers
89.7%
of shares outstanding (3.9M sh)
14
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PRFD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Allianz Asset Management GmbH | 1.3M | $65.4M | 0.1% | 28.9% | 0.0% |
| 2 | Gradient Investments LLC | 1.2M | $62.2M | 0.9% | 27.5% | +7.9% |
| 3 | LPL Financial LLC | 341,551 | $17.5M | 0.0% | 7.8% | +7.1% |
| 4 | OneDigital Investment Advisors LLC | 230,113 | $11.8M | 0.1% | 5.2% | +6.8% |
| 5 | NewEdge Advisors, LLC | 127,325 | $6.5M | 0.0% | 2.9% | +43.3% |
| 6 | GREAT VALLEY ADVISOR GROUP, INC. | 121,560 | $6.2M | 0.1% | 2.8% | +8.9% |
| 7 | RFG Advisory, LLC | 94,044 | $4.8M | 0.1% | 2.1% | +525.6% |
| 8 | Integrated Wealth Concepts LLC | 78,708 | $4.0M | 0.0% | 1.8% | +119.3% |
| 9 | BRIGHTON JONES LLCNEW | 63,429 | $3.3M | 0.1% | 1.4% | new |
| 10 | Mariner, LLC | 61,481 | $3.2M | 0.0% | 1.4% | +155.8% |
| 11 | Summit Financial, LLC | 53,634 | $2.8M | 0.0% | 1.2% | +9.0% |
| 12 | Cerity Partners LLC | 45,695 | $2.3M | 0.0% | 1% | +13.9% |
| 13 | Brown Financial Advisors | 33,171 | $1.7M | 0.6% | 0.8% | +3.8% |
| 14 | HighTower Advisors, LLC | 32,375 | $1.7M | 0.0% | 0.7% | -1.4% |
| 15 | Paladin Wealth, LLC | 23,119 | $1.2M | 0.7% | 0.5% | +10.6% |
| 16 | Financial Synergies Wealth Advisors, Inc. | 20,060 | $1.0M | 0.1% | 0.5% | +17.0% |
| 17 | Mattson Financial Services, LLC | 17,436 | $888,713 | 0.2% | 0.4% | +7.5% |
| 18 | Trek Financial, LLCNEW | 13,788 | $707,968 | 0.0% | 0.3% | new |
| 19 | Vise Technologies, Inc.NEW | 13,457 | $690,973 | 0.0% | 0.3% | new |
| 20 | Cambridge Investment Research Advisors, Inc. | 10,718 | $550 | 0.0% | 0.2% | +11.9% |
| 21 | AE Wealth Management LLC | 10,447 | $536,433 | 0.0% | 0.2% | -5.0% |
| 22 | CreativeOne Wealth, LLC | 9,247 | $474,778 | 0.0% | 0.2% | +8.3% |
| 23 | MinichMacGregor Wealth Management, LLC | 9,232 | $474,033 | 0.1% | 0.2% | +40.4% |
| 24 | JANE STREET GROUP, LLC | 7,974 | $409,439 | 0.0% | 0.2% | +50.1% |
| 25 | RAYMOND JAMES FINANCIAL INCNEW | 6,785 | $348,387 | 0.0% | 0.2% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.