PMBS PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
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Institutional owners (13F) 112 filers · $1.3B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 19 (-21 vs prior Q) | 10 (+3 vs prior Q) | 55 (+14 vs prior Q) | 19 (+9 vs prior Q) | +2.9M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Allianz Asset Management GmbH | $481,229,827 | 9,745,440 | 38.44% | Shares |
| Orgel Wealth Management, LLC | $240,490,353 | 4,870,198 | 19.21% | Shares |
| CWM, LLC | $62,785,084 | 1,265,828 | 5.02% | Shares |
| Advocacy Wealth Management, LLC | $53,811,439 | 1,089,742 | 4.30% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $49,376,347 | 1,007,989 | 3.94% | Shares |
| LPL Financial LLC | $40,179,244 | 813,674 | 3.21% | Shares |
| Avidian Wealth Enterprises, LLC | $36,323,204 | 735,585 | 2.90% | Shares |
| OneDigital Investment Advisors LLC | $35,008,402 | 708,959 | 2.80% | Shares |
| McNamara Financial Services, Inc. | $22,800,721 | 461,740 | 1.82% | Shares |
| Focus Partners Wealth | $20,465,030 | 414,439 | 1.63% | Shares |
| NewEdge Advisors, LLC | $19,148,543 | 387,779 | 1.53% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $15,285,554 | 309,549 | 1.22% | Shares |
| Horizon Investments, LLC | $14,820,854 | 302,343 | 1.18% | Shares |
| Alliance Private Wealth, LLC | $13,340,739 | 270,165 | 1.07% | Shares |
| Integrated Wealth Concepts LLC | $12,919,446 | 261,632 | 1.03% | Shares |
| Spectrum Investment Advisors, Inc. | $12,387,269 | 250,856 | 0.99% | Shares |
| Cresta Advisors, Ltd. | $8,483,252 | 171,795 | 0.68% | Shares |
| RAYMOND JAMES FINANCIAL INC | $7,393,428 | 149,725 | 0.59% | Shares |
| RFG Advisory, LLC | $7,257,083 | 146,964 | 0.58% | Shares |
| Cetera Investment Advisers | $7,023,977 | 142,244 | 0.56% | Shares |
| Econ Financial Services Corp | $6,046,976 | 122,458 | 0.48% | Shares |
| Essex Financial Services, Inc. | $5,795,599 | 117,367 | 0.46% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $5,117,750 | 103,640 | 0.41% | Shares |
| True Wealth Design, LLC | $4,862,400 | 98,469 | 0.39% | Shares |
| PAX Financial Group, LLC | $3,996,521 | 80,934 | 0.32% | Shares |
| Krilogy Financial LLC | $3,687,740 | 74,681 | 0.29% | Shares |
| HOLLENCREST CAPITAL MANAGEMENT | $3,605,382 | 73,013 | 0.29% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $3,482,475 | 70,524 | 0.28% | Shares |
| &PARTNERS | $3,405,456 | 69,139 | 0.27% | Shares |
| AVITY INVESTMENT MANAGEMENT INC. | $3,322,286 | 67,280 | 0.27% | Shares |
| GeoWealth Management, LLC | $3,292,873 | 66,684 | 0.26% | Shares |
| Trek Financial, LLC | $3,172,221 | 64,241 | 0.25% | Shares |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $3,098,002 | 62,738 | 0.25% | Shares |
| OSAIC HOLDINGS, INC. | $2,611,435 | 52,885 | 0.21% | Shares |
| Smith Partners Wealth Management, LLC | $2,095,097 | 42,428 | 0.17% | Shares |
| GOLDMAN SACHS GROUP INC | $1,940,041 | 39,288 | 0.15% | Shares |
| JANE STREET GROUP, LLC | $1,866,910 | 37,807 | 0.15% | Shares |
| TBH Global Asset Management, LLC | $1,797,475 | 36,401 | 0.14% | Shares |
| Financial Synergies Wealth Advisors, Inc. | $1,702,228 | 34,472 | 0.14% | Shares |
| BANK OF MONTREAL /CAN/ | $1,615,763 | 32,721 | 0.13% | Shares |
| Security Financial Services, INC. | $1,345,951 | 27,257 | 0.11% | Shares |
| DAVENPORT & Co LLC | $1,213,267 | 24,570 | 0.10% | Shares |
| Mariner, LLC | $1,081,422 | 21,900 | 0.09% | Shares |
| Wealthspire Advisors, LLC | $1,080,507 | 21,881 | 0.09% | Shares |
| Barnes Wealth Management Group, Inc | $1,045,868 | 21,180 | 0.08% | Shares |
| Kestra Advisory Services, LLC | $959,924 | 19,440 | 0.08% | Shares |
| Envestnet Portfolio Solutions, Inc. | $930,171 | 18,837 | 0.07% | Shares |
| Wealth Advisors of Iowa, LLC | $814,770 | 16,500 | 0.07% | Shares |
| Williams & Novak, LLC | $781,290 | 15,822 | 0.06% | Shares |
| Tranquilli Financial Advisor LLC | $735,762 | 14,900 | 0.06% | Shares |
| CreativeOne Wealth, LLC | $684,026 | 13,852 | 0.05% | Shares |
| WCG Wealth Advisors LLC | $660,119 | 13,368 | 0.05% | Shares |
| MILESTONE ASSET MANAGEMENT, LLC | $637,249 | 12,905 | 0.05% | Shares |
| Weaver Consulting Group | $627,719 | 12,712 | 0.05% | Shares |
| SFG Wealth Management, LLC. | $610,236 | 12,358 | 0.05% | Shares |
| Mutual Advisors, LLC | $540,201 | 10,940 | 0.04% | Shares |
| WealthCare Investment Partners, LLC | $519,249 | 10,515 | 0.04% | Shares |
| TRUIST FINANCIAL CORP | $484,122 | 9,804 | 0.04% | Shares |
| Emissary Wealth LLC | $482,838 | 9,778 | 0.04% | Shares |
| Farther Finance Advisors, LLC | $469,867 | 9,515 | 0.04% | Shares |
| Fortis Group Advisors, LLC | $459,333 | 9,302 | 0.04% | Shares |
| Composition Wealth, LLC | $442,280 | 8,957 | 0.04% | Shares |
| Sierra Capital LLC | $424,523 | 8,597 | 0.03% | Shares |
| Walkner Condon Financial Advisors LLC | $420,718 | 8,520 | 0.03% | Shares |
| Vickerman Investment Advisors, Inc. | $406,299 | 8,228 | 0.03% | Shares |
| Blue Oak Capital, LLC | $399,218 | 8,139 | 0.03% | Shares |
| AXXCESS WEALTH MANAGEMENT, LLC | $383,485 | 7,766 | 0.03% | Shares |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | $381,917 | 7,734 | 0.03% | Shares |
| CITADEL ADVISORS LLC | $368,474 | 7,462 | 0.03% | Shares |
| GatePass Capital, LLC | $362,499 | 7,341 | 0.03% | Shares |
| Signal Advisors Wealth, LLC | $360,312 | 7,297 | 0.03% | Shares |
| STUDIO INVESTMENT MANAGEMENT LLC | $358,449 | 7,259 | 0.03% | Shares |
| Retirement Planning Group, LLC | $304,378 | 6,164 | 0.02% | Shares |
| FOUNDERS FINANCIAL SECURITIES LLC | $302,848 | 6,133 | 0.02% | Shares |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | $296,280 | 6,000 | 0.02% | Shares |
| LiftPoint Family Wealth Advisors LLC | $294,305 | 5,960 | 0.02% | Shares |
| TD Capital Management LLC | $288,208 | 5,837 | 0.02% | Shares |
| Western Wealth Management, LLC | $265,813 | 5,383 | 0.02% | Shares |
| Triad Wealth Partners, LLC | $249,613 | 5,157 | 0.02% | Shares |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $230,012 | 4,658 | 0.02% | Shares |
| Bison Wealth, LLC | $229,816 | 4,663 | 0.02% | Shares |
| DONALDSON CAPITAL MANAGEMENT, LLC | $225,025 | 4,557 | 0.02% | Shares |
| Advyzon Investment Management, LLC | $223,148 | 4,519 | 0.02% | Shares |
| Bluespring Wealth Management, LLC | $222,210 | 4,500 | 0.02% | Shares |
| Equitable Holdings, Inc. | $217,371 | 4,402 | 0.02% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $133,770 | 2,709 | 0.01% | Shares |
| BAM Wealth Management, LLC | $121,870 | 2,468 | 0.01% | Shares |
| FIFTH THIRD BANCORP | $112,735 | 2,283 | 0.01% | Shares |
| Ritter Daniher Financial Advisory LLC / DE | $111,105 | 2,250 | 0.01% | Shares |
| HUNTINGTON NATIONAL BANK | $103,254 | 2,091 | 0.01% | Shares |
| PRIVATE TRUST CO NA | $57,775 | 1,170 | 0.00% | Shares |
| Essex Bank | $54,564 | 1,105 | 0.00% | Shares |
| Ameritas Advisory Services, LLC | $53,178 | 1,077 | 0.00% | Shares |
| MORGAN STANLEY | $51,108 | 1,035 | 0.00% | Shares |
| Cornerstone Planning Group LLC | $27,825 | 572 | 0.00% | Shares |
| IFP Advisors, Inc | $27,159 | 550 | 0.00% | Shares |
| Capital Investment Advisory Services, LLC | $20,740 | 420 | 0.00% | Shares |
| FIDUCIARY FINANCIAL ADVISORS | $15,851 | 321 | 0.00% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $12,099 | 244 | 0.00% | Shares |
| FOSTER & MOTLEY INC | $9,946 | 201,422 | 0.00% | Shares |