Skip to content
Disclosery

PRFD PIMCO ETF TR

Follow

PREFERRED AND CP (fund)

40 managers (40 13F filers) reported a position in PRFD shares at 2025-12-31, 3,323,573 shares in all. 9 filers opened a position and 1 filer sold out during the quarter.

Managers
40
13F filers
40
New
9
Added
16
Reduced
12
Sold out
1
Shares held by filers
3,323,573

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 SE1,079,936$55.6M0.06%-189,36913F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC1,076,536$55.5M0.88%+32,36313F-HRTimelineGroup
LPL Financial LLC308,685$15.9M<0.01%+16,40213F-HRTimeline
OneDigital Investment Advisors LLC197,985$10.2M0.1%+77,71813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…104,034$5.36M0.1%+11,99113F-HRTimelineGroup
Visionary Wealth Advisors93,230$4.8M0.22%-1,00513F-HRTimeline
NewEdge Advisors, LLC80,419$4.14M0.02%+58,08113F-HRTimeline
Mariner, LLCin group Mariner, LLC48,049$2.48M<0.01%+25,23913F-HRTimelineGroup
Summit Financial, LLC45,994$2.38M0.03%+1,45113F-HRTimeline
Integrated Wealth Concepts LLC34,401$1.77M0.02%+23313F-HRTimeline
SOL Capital Management CO34,335$1.77M0.16%+1,37013F-HRTimeline
Brown Financial Advisors33,051$1.7M0.62%-14013F-HRTimeline
HighTower Advisors, LLC31,197$1.61M<0.01%+1,01113F-HRTimeline
Paladin Wealth, LLC20,241$1.04M0.71%+16913F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC18,058$930K0.2%+2,79413F-HRTimeline
Mattson Financial Services, LLC15,868$817K0.19%-12513F-HRTimeline
GTS SECURITIES LLC15,508$799K0.03%new13F-HRTimeline
Financial Synergies Wealth Advisors, In…14,472$745K0.07%+5,39513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,888$612K<0.01%-9,38013F-HRTimelineGroup
AE Wealth Management LLC11,135$574K<0.01%-5813F-HRTimeline
Cambridge Investment Research Advisors,…8,215$423K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,357$327K<0.01%-3,05213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,909$304K<0.01%-13,62113F-HRTimelineGroup
A4 Wealth Advisors LLC5,863$302K0.26%-3,85813F-HRTimeline
MinichMacGregor Wealth Management, LLC5,685$293K0.05%-22013F-HRTimeline
Birchwood Financial Partners, Inc.4,447$229K0.23%13F-HRTimeline
KELLEHER FINANCIAL ADVISORS3,702$191K0.04%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,288$118K<0.01%+43013F-HRTimelineGroup
Global Retirement Partners, LLC1,988$102K<0.01%+1913F-HRTimeline
Lloyd Advisory Services, LLC.1,725$88.8K0.03%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,108$57.1K0.05%+10513F-HRTimeline
PRIVATE TRUST CO NA520$26.8K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.213$11K<0.01%-82213F-HRTimeline
Allworth Financial LP197$10.1K<0.01%new13F-HRTimeline
Networth Advisors, LLC123$6.34K<0.01%13F-HRTimeline
Steward Partners Investment Advisory, L…100$5.15K<0.01%new13F-HRTimeline
Elevated Capital Advisors, LLC68$3.49K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…21$1.08K<0.01%new13F-HR/ATimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…18$927<0.01%-4013F-HRTimelineGroup
Triumph Capital Management4$206<0.01%new13F-HRTimeline