PMBS PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
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Propietarios institucionales (13F) 112 declarantes · $1.3B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 19 (-21 vs trimestre anterior) | 10 (+3 vs trimestre anterior) | 55 (+14 vs trimestre anterior) | 19 (+9 vs trimestre anterior) | +2.9M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| Allianz Asset Management GmbH | $481 229 827 | 9 745 440 | 38,44% | Acciones |
| Orgel Wealth Management, LLC | $240 490 353 | 4 870 198 | 19,21% | Acciones |
| CWM, LLC | $62 785 084 | 1 265 828 | 5,02% | Acciones |
| Advocacy Wealth Management, LLC | $53 811 439 | 1 089 742 | 4,30% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $49 376 347 | 1 007 989 | 3,94% | Acciones |
| LPL Financial LLC | $40 179 244 | 813 674 | 3,21% | Acciones |
| Avidian Wealth Enterprises, LLC | $36 323 204 | 735 585 | 2,90% | Acciones |
| OneDigital Investment Advisors LLC | $35 008 402 | 708 959 | 2,80% | Acciones |
| McNamara Financial Services, Inc. | $22 800 721 | 461 740 | 1,82% | Acciones |
| Focus Partners Wealth | $20 465 030 | 414 439 | 1,63% | Acciones |
| NewEdge Advisors, LLC | $19 148 543 | 387 779 | 1,53% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $15 285 554 | 309 549 | 1,22% | Acciones |
| Horizon Investments, LLC | $14 820 854 | 302 343 | 1,18% | Acciones |
| Alliance Private Wealth, LLC | $13 340 739 | 270 165 | 1,07% | Acciones |
| Integrated Wealth Concepts LLC | $12 919 446 | 261 632 | 1,03% | Acciones |
| Spectrum Investment Advisors, Inc. | $12 387 269 | 250 856 | 0,99% | Acciones |
| Cresta Advisors, Ltd. | $8 483 252 | 171 795 | 0,68% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $7 393 428 | 149 725 | 0,59% | Acciones |
| RFG Advisory, LLC | $7 257 083 | 146 964 | 0,58% | Acciones |
| Cetera Investment Advisers | $7 023 977 | 142 244 | 0,56% | Acciones |
| Econ Financial Services Corp | $6 046 976 | 122 458 | 0,48% | Acciones |
| Essex Financial Services, Inc. | $5 795 599 | 117 367 | 0,46% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $5 117 750 | 103 640 | 0,41% | Acciones |
| True Wealth Design, LLC | $4 862 400 | 98 469 | 0,39% | Acciones |
| PAX Financial Group, LLC | $3 996 521 | 80 934 | 0,32% | Acciones |
| Krilogy Financial LLC | $3 687 740 | 74 681 | 0,29% | Acciones |
| HOLLENCREST CAPITAL MANAGEMENT | $3 605 382 | 73 013 | 0,29% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $3 482 475 | 70 524 | 0,28% | Acciones |
| &PARTNERS | $3 405 456 | 69 139 | 0,27% | Acciones |
| AVITY INVESTMENT MANAGEMENT INC. | $3 322 286 | 67 280 | 0,27% | Acciones |
| GeoWealth Management, LLC | $3 292 873 | 66 684 | 0,26% | Acciones |
| Trek Financial, LLC | $3 172 221 | 64 241 | 0,25% | Acciones |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $3 098 002 | 62 738 | 0,25% | Acciones |
| OSAIC HOLDINGS, INC. | $2 611 435 | 52 885 | 0,21% | Acciones |
| Smith Partners Wealth Management, LLC | $2 095 097 | 42 428 | 0,17% | Acciones |
| GOLDMAN SACHS GROUP INC | $1 940 041 | 39 288 | 0,15% | Acciones |
| JANE STREET GROUP, LLC | $1 866 910 | 37 807 | 0,15% | Acciones |
| TBH Global Asset Management, LLC | $1 797 475 | 36 401 | 0,14% | Acciones |
| Financial Synergies Wealth Advisors, Inc. | $1 702 228 | 34 472 | 0,14% | Acciones |
| BANK OF MONTREAL /CAN/ | $1 615 763 | 32 721 | 0,13% | Acciones |
| Security Financial Services, INC. | $1 345 951 | 27 257 | 0,11% | Acciones |
| DAVENPORT & Co LLC | $1 213 267 | 24 570 | 0,10% | Acciones |
| Mariner, LLC | $1 081 422 | 21 900 | 0,09% | Acciones |
| Wealthspire Advisors, LLC | $1 080 507 | 21 881 | 0,09% | Acciones |
| Barnes Wealth Management Group, Inc | $1 045 868 | 21 180 | 0,08% | Acciones |
| Kestra Advisory Services, LLC | $959 924 | 19 440 | 0,08% | Acciones |
| Envestnet Portfolio Solutions, Inc. | $930 171 | 18 837 | 0,07% | Acciones |
| Wealth Advisors of Iowa, LLC | $814 770 | 16 500 | 0,07% | Acciones |
| Williams & Novak, LLC | $781 290 | 15 822 | 0,06% | Acciones |
| Tranquilli Financial Advisor LLC | $735 762 | 14 900 | 0,06% | Acciones |
| CreativeOne Wealth, LLC | $684 026 | 13 852 | 0,05% | Acciones |
| WCG Wealth Advisors LLC | $660 119 | 13 368 | 0,05% | Acciones |
| MILESTONE ASSET MANAGEMENT, LLC | $637 249 | 12 905 | 0,05% | Acciones |
| Weaver Consulting Group | $627 719 | 12 712 | 0,05% | Acciones |
| SFG Wealth Management, LLC. | $610 236 | 12 358 | 0,05% | Acciones |
| Mutual Advisors, LLC | $540 201 | 10 940 | 0,04% | Acciones |
| WealthCare Investment Partners, LLC | $519 249 | 10 515 | 0,04% | Acciones |
| TRUIST FINANCIAL CORP | $484 122 | 9 804 | 0,04% | Acciones |
| Emissary Wealth LLC | $482 838 | 9 778 | 0,04% | Acciones |
| Farther Finance Advisors, LLC | $469 867 | 9 515 | 0,04% | Acciones |
| Fortis Group Advisors, LLC | $459 333 | 9 302 | 0,04% | Acciones |
| Composition Wealth, LLC | $442 280 | 8 957 | 0,04% | Acciones |
| Sierra Capital LLC | $424 523 | 8 597 | 0,03% | Acciones |
| Walkner Condon Financial Advisors LLC | $420 718 | 8 520 | 0,03% | Acciones |
| Vickerman Investment Advisors, Inc. | $406 299 | 8 228 | 0,03% | Acciones |
| Blue Oak Capital, LLC | $399 218 | 8 139 | 0,03% | Acciones |
| AXXCESS WEALTH MANAGEMENT, LLC | $383 485 | 7 766 | 0,03% | Acciones |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | $381 917 | 7 734 | 0,03% | Acciones |
| CITADEL ADVISORS LLC | $368 474 | 7 462 | 0,03% | Acciones |
| GatePass Capital, LLC | $362 499 | 7 341 | 0,03% | Acciones |
| Signal Advisors Wealth, LLC | $360 312 | 7 297 | 0,03% | Acciones |
| STUDIO INVESTMENT MANAGEMENT LLC | $358 449 | 7 259 | 0,03% | Acciones |
| Retirement Planning Group, LLC | $304 378 | 6 164 | 0,02% | Acciones |
| FOUNDERS FINANCIAL SECURITIES LLC | $302 848 | 6 133 | 0,02% | Acciones |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | $296 280 | 6 000 | 0,02% | Acciones |
| LiftPoint Family Wealth Advisors LLC | $294 305 | 5 960 | 0,02% | Acciones |
| TD Capital Management LLC | $288 208 | 5 837 | 0,02% | Acciones |
| Western Wealth Management, LLC | $265 813 | 5 383 | 0,02% | Acciones |
| Triad Wealth Partners, LLC | $249 613 | 5 157 | 0,02% | Acciones |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $230 012 | 4 658 | 0,02% | Acciones |
| Bison Wealth, LLC | $229 816 | 4 663 | 0,02% | Acciones |
| DONALDSON CAPITAL MANAGEMENT, LLC | $225 025 | 4 557 | 0,02% | Acciones |
| Advyzon Investment Management, LLC | $223 148 | 4 519 | 0,02% | Acciones |
| Bluespring Wealth Management, LLC | $222 210 | 4 500 | 0,02% | Acciones |
| Equitable Holdings, Inc. | $217 371 | 4 402 | 0,02% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $133 770 | 2 709 | 0,01% | Acciones |
| BAM Wealth Management, LLC | $121 870 | 2 468 | 0,01% | Acciones |
| FIFTH THIRD BANCORP | $112 735 | 2 283 | 0,01% | Acciones |
| Ritter Daniher Financial Advisory LLC / DE | $111 105 | 2 250 | 0,01% | Acciones |
| HUNTINGTON NATIONAL BANK | $103 254 | 2 091 | 0,01% | Acciones |
| PRIVATE TRUST CO NA | $57 775 | 1 170 | 0,00% | Acciones |
| Essex Bank | $54 564 | 1 105 | 0,00% | Acciones |
| Ameritas Advisory Services, LLC | $53 178 | 1 077 | 0,00% | Acciones |
| MORGAN STANLEY | $51 108 | 1 035 | 0,00% | Acciones |
| Cornerstone Planning Group LLC | $27 825 | 572 | 0,00% | Acciones |
| IFP Advisors, Inc | $27 159 | 550 | 0,00% | Acciones |
| Capital Investment Advisory Services, LLC | $20 740 | 420 | 0,00% | Acciones |
| FIDUCIARY FINANCIAL ADVISORS | $15 851 | 321 | 0,00% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $12 099 | 244 | 0,00% | Acciones |
| FOSTER & MOTLEY INC | $9 946 | 201 422 | 0,00% | Acciones |