Stock ownership · SEC 13F · Q4 2025

PIMCO ETF TR

Institutional ownership of PIMCO ETF TR (CUSIP 72201R874) - who holds it, how concentrated it is, and what moved last quarter.

$20.1M
Reported value
3
Institutions
100%
Top-5 share

The verdict

3 institutions report $20.1M of PIMCO ETF TR positions as of Q4 2025, with ownership heavily concentrated in a handful of holders.

3
institutions hold it
$20.1M
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 72201R874 · Q4 2025 $20M reported

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

  • VALUE-TRACE $20.1M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-MID 7Q 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.

Largest institutional holders of PIMCO ETF TR
  1. 1
    TD Capital Management LLC $19.3M
  2. 2
    Anchor Investment Management, LLC $403K
  3. 3
    Barnes Wealth Management Group, Inc $357K

Top 3 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a PIMCO ETF TR position has risen from 1 to 3 over the last 7 quarters of 13F filings.

012345 Q1'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 3
Distinct 13F filers holding PIMCO ETF TR, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 TD Capital Management LLC 382,953 $19.3M 96.2%
2 Anchor Investment Management, LLC 8,000 $403K 2.0%
3 Barnes Wealth Management Group, Inc 7,074 $357K 1.8%

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 (2)

Anchor Investment Management, LLC $403K
Barnes Wealth Management Group, Inc $357K

Complete exits (3)

Watts Gwilliam & Co., LLC exited
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
CENTAURUS FINANCIAL, INC. exited

Frequently Asked Questions

How many institutions hold PIMCO ETF TR?▼
PIMCO ETF TR is held by 3 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 $20.1M 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 heavily concentrated in a handful of holders.
Who is the largest institutional holder of PIMCO ETF TR?▼
TD Capital Management LLC is the largest reported holder of PIMCO ETF TR with $19.3M across 382,953 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.