Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / PREFERRED AND CP
-
Number of holders
-
29
-
Total 13F shares, excl. options
-
3,618,434
-
Shares change
-
+313,566
-
Total reported value, excl. options
-
$184,430,024
-
Value change
-
+$15,985,418
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Number of buys
-
20
-
Number of sells
-
9
-
Price
-
$50.97
Institutional Holders of PIMCO ETF TR - PREFERRED AND CP (PRFD) as of Q2 2025
As of 30 Jun 2025 PIMCO ETF TR - PREFERRED AND CP (PRFD) had 29 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 3,618,434 shares of stock of the company.
Largest 10 holders included Allianz Asset Management GmbH, Gradient Investments LLC, Allianz Investment Management U.S. LLC, LPL Financial LLC, Visionary Wealth Advisors, OneDigital Investment Advisors LLC, GREAT VALLEY ADVISOR GROUP, INC., NewEdge Advisors, LLC, Brown Financial Advisors, and SOL Capital Management CO.
This table shows 29 institutional shareholders of the security as of 30 Jun 2025.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.