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Disclosery

PRFD PIMCO ETF TR

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PREFERRED AND CP (fund)

45 managers (45 13F filers) reported a position in PRFD shares at 2026-03-31, 3,592,558 shares in all. 10 filers opened a position and 5 filers sold out during the quarter.

Managers
45
13F filers
45
New
10
Added
15
Reduced
14
Sold out
5
Shares held by filers
3,592,558

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 SE1,273,683$64.5M0.07%+193,74713F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC1,122,533$56.9M0.88%+45,99713F-HRTimelineGroup
LPL Financial LLC318,964$16.2M<0.01%+10,27913F-HRTimeline
OneDigital Investment Advisors LLC215,381$10.9M0.11%+17,39613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…111,644$5.66M0.1%+7,61013F-HRTimelineGroup
NewEdge Advisors, LLC110,246$5.59M0.02%+29,82713F-HR/ATimeline
Visionary Wealth Advisors54,324$2.75M0.12%-38,90613F-HRTimeline
Summit Financial, LLC49,193$2.49M0.03%+3,19913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC40,135$2.03M<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC35,888$1.82M0.01%+1,48713F-HRTimeline
HighTower Advisors, LLC32,846$1.66M<0.01%+1,64913F-HRTimeline
Brown Financial Advisors31,961$1.62M0.61%-1,09013F-HRTimeline
Mariner, LLCin group Mariner, LLC24,037$1.22M<0.01%-24,01213F-HRTimelineGroup
Paladin Wealth, LLC20,901$1.06M0.73%+66013F-HRTimeline
Financial Synergies Wealth Advisors, In…17,143$869K0.08%+2,67113F-HRTimeline
Mattson Financial Services, LLC16,225$822K0.2%+35713F-HRTimeline
RFG Advisory, LLC15,032$762K0.01%new13F-HRTimeline
Forum Finance Group S.A.14,241$576K0.31%13F-HRTimeline
AE Wealth Management LLC10,992$557K<0.01%-14313F-HRTimeline
GTS SECURITIES LLC10,076$511K0.02%-5,43213F-HRTimeline
Cambridge Investment Research Advisors,…9,574$485K<0.01%+1,35913F-HRTimeline
BRIGHTON JONES LLC8,945$453K0.01%new13F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,535$432K0.01%new13F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC6,574$333K0.06%+88913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,313$269K<0.01%-1,04413F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,309$269K<0.01%new13F-HRTimelineGroup
Vickerman Investment Advisors, Inc.4,371$221K0.05%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,299$218K<0.01%new13F-HRTimelineGroup
KELLEHER FINANCIAL ADVISORS3,923$199K0.05%+22113F-HRTimeline
Birchwood Financial Partners, Inc.3,520$178K0.17%-92713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,208$112K<0.01%-8013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,787$91K<0.01%-10,10113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN642$32.5K<0.01%new13F-HR/ATimelineGroup
PRIVATE TRUST CO NA520$26.3K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.481$24.4K0.02%-62713F-HRTimeline
HARBOUR INVESTMENTS, INC.260$13.2K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.213$10.8K<0.01%013F-HRTimeline
Allworth Financial LP194$9.83K<0.01%-313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC115$5.83K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…100$5.07K<0.01%013F-HRTimeline
Networth Advisors, LLC90$4.56K<0.01%-3313F-HRTimeline
Elevated Capital Advisors, LLC66$3.35K<0.01%-213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO52$2.62K<0.01%-5,85713F-HR/ATimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…18$912<0.01%013F-HR/ATimelineGroup
Triumph Capital Management4$203<0.01%013F-HRTimeline