Who Owns PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD)?Hedge Fund & Institutional Holders
Institutional Holders
40
as of Q4 2025
Total Institutional Value
$5.545200055e+127T
% of Float Held
—
QoQ Change in Holders
+11 / -2
Price History
PRFD — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Allianz Asset Management GmbH | New Position | +1.1M | +$55.0B |
| OneDigital Investment Advisors LLC | Increased | +78K | +$3.8B |
| Gradient Investments LLC | Increased | +32K | +$1.4B |
| Mattson Financial Services, LLC | New Position | +16K | +$817.0M |
| Financial Synergies Wealth Advisors, Inc. | New Position | +14K | +$745.0M |
| MinichMacGregor Wealth Management, LLC | New Position | +6K | +$292.0M |
| KELLEHER FINANCIAL ADVISORS | New Position | +4K | +$190.0M |
| Lloyd Advisory Services, LLC. | New Position | +2K | +$88.0M |
| PRIVATE TRUST CO NA | New Position | +520 | +$26.0M |
| Elevated Capital Advisors, LLC | New Position | +68 | +$3.0M |
| Paladin Wealth, LLC | Increased | +169 | +$2.3M |
| SOL Capital Management CO | New Position | +34K | +$1.8M |
| A4 Wealth Advisors LLC | New Position | +6K | +$301K |
| Birchwood Financial Partners, Inc. | New Position | +4K | +$229K |
| MAGNOLIA CAPITAL ADVISORS LLC | Increased | +3K | +$140K |
PRFD — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| ROYAL BANK OF CANADA | Decreased | -9K | -$1.1B |
| JPMORGAN CHASE & CO | Decreased | -14K | -$1.0B |
| JANE STREET GROUP, LLC | Decreased | -3K | -$487.4M |
| Visionary Wealth Advisors | Decreased | -1K | -$79.4M |
| Brown Financial Advisors | Decreased | -140 | -$17.3M |
| EverSource Wealth Advisors, LLC | Decreased | -40 | -$3.0M |
| Strategic Wealth Partners, Ltd. | Closed Position | -1K | -$53K |
| MORGAN STANLEY | Closed Position | -269 | -$13K |
Top Institutional Holders(Q4 2025)
PRFD Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 38 | $130.2B | +17 |
| Q3 2025 | 21 | $96.2B | -5 |
| Q2 2025 | 26 | $181.1B | +0 |
| Q1 2025 | 26 | $164.2B | +1 |
| Q4 2024 | 25 | $162.0B | +8 |
| Q3 2024 | 17 | $13.8T | +2 |
| Q2 2024 | 15 | $81.0B | +6 |
| Q1 2024 | 9 | $830.3B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 40 institutional investors hold PRFD (PIMCO Preferred and Capital Securities Active Exchange-Traded Fund). The largest holder is Gradient Investments LLC with $55.5B in shares. This quarter, 11 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own PRFD?
As of Q4 2025, 40 institutional investors report holding PRFD (PIMCO Preferred and Capital Securities Active Exchange-Traded Fund) in their 13F filings.
Who is the largest institutional holder of PRFD?
The largest institutional holder of PRFD is Gradient Investments LLC with $55.5B in shares.
Is institutional ownership of PRFD increasing or decreasing?
This quarter, 11 institutions opened new positions in PRFD and 2 closed their positions.