Stock ownership · SEC 13F · Q4 2025

PIMCO ETF TR

Who owns PIMCO ETF TR (CUSIP 72201R569)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$779K
Reported value
2
Institutions
100%
Top-5 share

The verdict

As of Q4 2025, 2 institutions report $779K in PIMCO ETF TR positions, ownership that is dominated by its top few institutional owners.

2
institutions hold it
$779K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 72201R569 · Q4 2025 $1M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-SHORT

  • VALUE-TRACE $0.8M
  • HOLDERS-FOCUS 2 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 1 new
  • BOOK-SHORT 2Q history

Read with: Ownership concentration guide - PIMCO ETF TR's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Top Institutional Holders

# Institution Shares Value Share of reported
1 Barnes Wealth Management Group, Inc 13,808 $686K 88.1%
2 TD Capital Management LLC 1,864 $93K 11.9%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among PIMCO ETF TR's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (1)

Barnes Wealth Management Group, Inc $686K

Complete exits (2)

WBI INVESTMENTS, LLC exited
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited

Frequently Asked Questions

How many institutions hold PIMCO ETF TR?▼
PIMCO ETF TR is held by 2 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of PIMCO ETF TR?▼
Institutions report $779K of PIMCO ETF TR as of Q4 2025.
How concentrated is ownership of PIMCO ETF TR?▼
The top five institutional holders account for 100% of the reported institutional value in PIMCO ETF TR, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of PIMCO ETF TR?▼
Barnes Wealth Management Group, Inc is the largest reported holder of PIMCO ETF TR with $686K across 13,808 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.