Who Owns PRFD?
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund — Institutional Ownership & 13F Holdings
$51.31
+0.03 (+0.05%)
Market Cap
$219.7M
Shares Outstanding
3,953,512
Institutional Holders
26
Total Inst. Value
$151.2M
% of Float Held
—
QoQ Holder Change
+17
Institutional data as of Q1 2025
New Positions
9
Closed Positions
8
Increased
6
Decreased
6
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Allianz Asset Management GmbH | $66.4M | 1,313,892 |
| 2 | Gradient Investments LLC | $50.5M | 998,982 |
| 3 | Allianz Investment Management U.S. LLC | $17.8M | 360,000 |
| 4 | Visionary Wealth AdvisorsNew | $4.8M | 94,212 |
| 5 | NewEdge Advisors, LLC | $1.7M | 34,189 |
| 6 | Brown Financial Advisors | $1.7M | 32,800 |
| 7 | HighTower Advisors, LLC | $1.5M | 29,035 |
| 8 | MAGNOLIA CAPITAL ADVISORS LLC | $1.3M | 25,430 |
| 9 | SOL Capital Management CONew | $1.2M | 22,950 |
| 10 | Paladin Wealth, LLCNew | $1.1M | 21,559 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Allianz Asset Management GmbH | +12 | $66.4M |
| Visionary Wealth AdvisorsNew | +94K | $4.8M |
| NewEdge Advisors, LLC | +8K | $1.7M |
| HighTower Advisors, LLC | +218 | $1.5M |
| MAGNOLIA CAPITAL ADVISORS LLC | +2K | $1.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Gradient Investments LLC | -101K | $50.5M |
| Brown Financial Advisors | -11K | $1.7M |
| LPL Financial LLC | -3K | $13K |
| ROYAL BANK OF CANADA | -869 | $15K |
| OSAIC HOLDINGS, INC. | -572 | $94K |
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Frequently Asked Questions
How many institutional investors hold PRFD?
As of Q1 2025, 26 institutional investors report holding PRFD (PIMCO Preferred and Capital Securities Active Exchange-Traded Fund) in their 13F filings.
Which hedge fund owns the most PRFD?
The largest institutional holder of PRFD is Allianz Asset Management GmbH with $66.4M in shares.
Are institutions buying or selling PRFD?
This quarter, 9 institutions opened new positions in PRFD and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.