Who owns PRFD?
PIMCO Preferred And Capital Securities Active Exchange-Traded Fund · PIMCO
52 institutions reported holding PRFD, worth $203.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PRFD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Allianz Asset Management GmbH | Munich, Germany | $65.4M | 1,273,711 | +28 shares |
| Gradient Investments LLC | Arden Hills, MN | $62.2M | 1,211,734 | +89,201 shares |
| LPL Financial LLC | Fort Mill, SC | $17.5M | 341,551 | +22,587 shares |
| OneDigital Investment Advisors LLC | Overland Park, KS | $11.8M | 230,113 | +14,732 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $6.5M | 127,325 | +38,493 shares |
| Great Valley Advisor Group, Inc. | Wilmington, DE | $6.2M | 121,560 | +9,916 shares |
| RFG Advisory, LLC | Birmingham, AL | $4.8M | 94,044 | +79,012 shares |
| Integrated Wealth Concepts LLC | Waltham, MA | $4.0M | 78,708 | +42,820 shares |
| Brighton Jones LLC | Seattle, WA | $3.3M | 63,429 | New position |
| Mariner, LLC | Overland Park, KS | $3.2M | 61,481 | +37,444 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PRFD?
52 institutional managers reported holding PRFD in Form 13F filings for June 30, 2026, worth $203.3M in total. The largest reported position was held by Allianz Asset Management GmbH, at $65.4M.
Did institutions buy or sell PRFD last quarter?
Reported 13F value rose 14.8% from March 31, 2026, which includes price moves as well as buying and selling. 12 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PRFD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.