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Disclosery

PRFD PIMCO ETF TR

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PREFERRED AND CP (preferred)

52 managers (52 13F filers) reported a position in PRFD shares at 2026-06-30, 3,949,540 shares in all. 9 filers opened a position and 4 filers sold out during the quarter.

Managers
52
13F filers
52
New
9
Added
30
Reduced
5
Sold out
4
Shares held by filers
3,949,540

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Allianz Asset Management GmbHin group Allianz SE1,273,711$65.4M0.07%+2813F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC1,211,734$62.2M0.86%+89,20113F-HRTimelineGroup
LPL Financial LLC341,551$17.5M<0.01%+22,58713F-HRTimeline
OneDigital Investment Advisors LLC230,113$11.8M0.1%+14,73213F-HRTimeline
NewEdge Advisors, LLC127,325$6.54M0.02%+17,07913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.121,560$6.24M0.1%+9,91613F-HRTimeline
RFG Advisory, LLC94,044$4.83M0.08%+79,01213F-HRTimeline
Integrated Wealth Concepts LLC78,708$4.04M0.02%+42,82013F-HRTimeline
BRIGHTON JONES LLC63,429$3.26M0.06%+54,48413F-HRTimeline
Mariner, LLCin group Mariner, LLC61,481$3.16M<0.01%+37,44413F-HRTimelineGroup
Summit Financial, LLC53,634$2.75M0.03%+4,44113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC45,695$2.35M<0.01%+5,56013F-HRTimelineGroup
Brown Financial Advisors33,171$1.7M0.59%+1,21013F-HRTimeline
HighTower Advisors, LLC32,375$1.66M<0.01%-47113F-HRTimeline
Paladin Wealth, LLC23,119$1.19M0.69%+2,21813F-HRTimeline
Financial Synergies Wealth Advisors, In…20,060$1.03M0.09%+2,91713F-HRTimeline
Mattson Financial Services, LLC17,436$889K0.19%+1,21113F-HRTimeline
Trek Financial, LLC13,788$708K0.04%new13F-HRTimeline
Vise Technologies, Inc.13,457$691K0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…10,718$550K<0.01%+1,14413F-HR/ATimeline
AE Wealth Management LLC10,447$536K<0.01%-54513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC9,247$475K0.01%+71213F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC9,232$474K0.07%+2,65813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,974$409K<0.01%+2,66113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,785$348K<0.01%new13F-HRTimelineGroup
Williams & Novak, LLC6,760$347K0.23%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,053$311K<0.01%+1,75413F-HRTimelineGroup
Vickerman Investment Advisors, Inc.4,520$232K0.05%+14913F-HRTimeline
KELLEHER FINANCIAL ADVISORS3,971$204K0.03%+4813F-HRTimeline
Birchwood Financial Partners, Inc.3,521$181K0.15%+113F-HRTimeline
Forum Finance Group S.A.4,241$176K0.06%-10,00013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,288$117K<0.01%+8013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,787$92K<0.01%013F-HRTimelineGroup
Lloyd Advisory Services, LLC.1,640$84.2K0.03%new13F-HRTimeline
Global Retirement Partners, LLC662$34K<0.01%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN642$33K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA520$26.7K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.260$13.3K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC253$12.9K<0.01%+13813F-HRTimeline
Steward Partners Investment Advisory, L…232$11.9K<0.01%+13213F-HRTimeline
Strategic Wealth Partners, Ltd.213$10.9K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.200$10.3K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.198$10.2K0.01%-28313F-HRTimeline
Allworth Financial LP194$9.96K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO179$9.19K<0.01%+12713F-HRTimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC147$7.52K<0.01%new13F-HRTimeline
Networth Advisors, LLC107$5.49K<0.01%+1713F-HRTimeline
IFG Advisory, LLC74$3.8K<0.01%new13F-HRTimeline
Elevated Capital Advisors, LLC47$2.42K<0.01%-1913F-HRTimeline
Triumph Capital Management23$1.18K<0.01%+1913F-HRTimeline
Luminist Capital LLC0$1.08K<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Montgomery Financial Services LLC14$719<0.01%13F-HRTimeline