PMBS PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
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Détenteurs institutionnels (13F) 112 déclarants · $1.3B total · Au 30 juin 2026
Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.
Activité institutionnelle — Q2 2026 vs trimestre précédent
| Nouvelles positions | Positions clôturées | Augmenté | Diminué | Variation nette des actions |
|---|---|---|---|---|
| 19 (-21 vs T. préc.) | 10 (+3 vs T. préc.) | 55 (+14 vs T. préc.) | 19 (+9 vs T. préc.) | +2.9M |
Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.
| Institution | Valeur | Actions | % de 13F suivies | Type |
|---|---|---|---|---|
| Allianz Asset Management GmbH | $481 229 827 | 9 745 440 | 38,44% | Actions |
| Orgel Wealth Management, LLC | $240 490 353 | 4 870 198 | 19,21% | Actions |
| CWM, LLC | $62 785 084 | 1 265 828 | 5,02% | Actions |
| Advocacy Wealth Management, LLC | $53 811 439 | 1 089 742 | 4,30% | Actions |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $49 376 347 | 1 007 989 | 3,94% | Actions |
| LPL Financial LLC | $40 179 244 | 813 674 | 3,21% | Actions |
| Avidian Wealth Enterprises, LLC | $36 323 204 | 735 585 | 2,90% | Actions |
| OneDigital Investment Advisors LLC | $35 008 402 | 708 959 | 2,80% | Actions |
| McNamara Financial Services, Inc. | $22 800 721 | 461 740 | 1,82% | Actions |
| Focus Partners Wealth | $20 465 030 | 414 439 | 1,63% | Actions |
| NewEdge Advisors, LLC | $19 148 543 | 387 779 | 1,53% | Actions |
| ENVESTNET ASSET MANAGEMENT INC | $15 285 554 | 309 549 | 1,22% | Actions |
| Horizon Investments, LLC | $14 820 854 | 302 343 | 1,18% | Actions |
| Alliance Private Wealth, LLC | $13 340 739 | 270 165 | 1,07% | Actions |
| Integrated Wealth Concepts LLC | $12 919 446 | 261 632 | 1,03% | Actions |
| Spectrum Investment Advisors, Inc. | $12 387 269 | 250 856 | 0,99% | Actions |
| Cresta Advisors, Ltd. | $8 483 252 | 171 795 | 0,68% | Actions |
| RAYMOND JAMES FINANCIAL INC | $7 393 428 | 149 725 | 0,59% | Actions |
| RFG Advisory, LLC | $7 257 083 | 146 964 | 0,58% | Actions |
| Cetera Investment Advisers | $7 023 977 | 142 244 | 0,56% | Actions |
| Econ Financial Services Corp | $6 046 976 | 122 458 | 0,48% | Actions |
| Essex Financial Services, Inc. | $5 795 599 | 117 367 | 0,46% | Actions |
| COMMONWEALTH EQUITY SERVICES, LLC | $5 117 750 | 103 640 | 0,41% | Actions |
| True Wealth Design, LLC | $4 862 400 | 98 469 | 0,39% | Actions |
| PAX Financial Group, LLC | $3 996 521 | 80 934 | 0,32% | Actions |
| Krilogy Financial LLC | $3 687 740 | 74 681 | 0,29% | Actions |
| HOLLENCREST CAPITAL MANAGEMENT | $3 605 382 | 73 013 | 0,29% | Actions |
| BNP PARIBAS FINANCIAL MARKETS | $3 482 475 | 70 524 | 0,28% | Actions |
| &PARTNERS | $3 405 456 | 69 139 | 0,27% | Actions |
| AVITY INVESTMENT MANAGEMENT INC. | $3 322 286 | 67 280 | 0,27% | Actions |
| GeoWealth Management, LLC | $3 292 873 | 66 684 | 0,26% | Actions |
| Trek Financial, LLC | $3 172 221 | 64 241 | 0,25% | Actions |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $3 098 002 | 62 738 | 0,25% | Actions |
| OSAIC HOLDINGS, INC. | $2 611 435 | 52 885 | 0,21% | Actions |
| Smith Partners Wealth Management, LLC | $2 095 097 | 42 428 | 0,17% | Actions |
| GOLDMAN SACHS GROUP INC | $1 940 041 | 39 288 | 0,15% | Actions |
| JANE STREET GROUP, LLC | $1 866 910 | 37 807 | 0,15% | Actions |
| TBH Global Asset Management, LLC | $1 797 475 | 36 401 | 0,14% | Actions |
| Financial Synergies Wealth Advisors, Inc. | $1 702 228 | 34 472 | 0,14% | Actions |
| BANK OF MONTREAL /CAN/ | $1 615 763 | 32 721 | 0,13% | Actions |
| Security Financial Services, INC. | $1 345 951 | 27 257 | 0,11% | Actions |
| DAVENPORT & Co LLC | $1 213 267 | 24 570 | 0,10% | Actions |
| Mariner, LLC | $1 081 422 | 21 900 | 0,09% | Actions |
| Wealthspire Advisors, LLC | $1 080 507 | 21 881 | 0,09% | Actions |
| Barnes Wealth Management Group, Inc | $1 045 868 | 21 180 | 0,08% | Actions |
| Kestra Advisory Services, LLC | $959 924 | 19 440 | 0,08% | Actions |
| Envestnet Portfolio Solutions, Inc. | $930 171 | 18 837 | 0,07% | Actions |
| Wealth Advisors of Iowa, LLC | $814 770 | 16 500 | 0,07% | Actions |
| Williams & Novak, LLC | $781 290 | 15 822 | 0,06% | Actions |
| Tranquilli Financial Advisor LLC | $735 762 | 14 900 | 0,06% | Actions |
| CreativeOne Wealth, LLC | $684 026 | 13 852 | 0,05% | Actions |
| WCG Wealth Advisors LLC | $660 119 | 13 368 | 0,05% | Actions |
| MILESTONE ASSET MANAGEMENT, LLC | $637 249 | 12 905 | 0,05% | Actions |
| Weaver Consulting Group | $627 719 | 12 712 | 0,05% | Actions |
| SFG Wealth Management, LLC. | $610 236 | 12 358 | 0,05% | Actions |
| Mutual Advisors, LLC | $540 201 | 10 940 | 0,04% | Actions |
| WealthCare Investment Partners, LLC | $519 249 | 10 515 | 0,04% | Actions |
| TRUIST FINANCIAL CORP | $484 122 | 9 804 | 0,04% | Actions |
| Emissary Wealth LLC | $482 838 | 9 778 | 0,04% | Actions |
| Farther Finance Advisors, LLC | $469 867 | 9 515 | 0,04% | Actions |
| Fortis Group Advisors, LLC | $459 333 | 9 302 | 0,04% | Actions |
| Composition Wealth, LLC | $442 280 | 8 957 | 0,04% | Actions |
| Sierra Capital LLC | $424 523 | 8 597 | 0,03% | Actions |
| Walkner Condon Financial Advisors LLC | $420 718 | 8 520 | 0,03% | Actions |
| Vickerman Investment Advisors, Inc. | $406 299 | 8 228 | 0,03% | Actions |
| Blue Oak Capital, LLC | $399 218 | 8 139 | 0,03% | Actions |
| AXXCESS WEALTH MANAGEMENT, LLC | $383 485 | 7 766 | 0,03% | Actions |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | $381 917 | 7 734 | 0,03% | Actions |
| CITADEL ADVISORS LLC | $368 474 | 7 462 | 0,03% | Actions |
| GatePass Capital, LLC | $362 499 | 7 341 | 0,03% | Actions |
| Signal Advisors Wealth, LLC | $360 312 | 7 297 | 0,03% | Actions |
| STUDIO INVESTMENT MANAGEMENT LLC | $358 449 | 7 259 | 0,03% | Actions |
| Retirement Planning Group, LLC | $304 378 | 6 164 | 0,02% | Actions |
| FOUNDERS FINANCIAL SECURITIES LLC | $302 848 | 6 133 | 0,02% | Actions |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | $296 280 | 6 000 | 0,02% | Actions |
| LiftPoint Family Wealth Advisors LLC | $294 305 | 5 960 | 0,02% | Actions |
| TD Capital Management LLC | $288 208 | 5 837 | 0,02% | Actions |
| Western Wealth Management, LLC | $265 813 | 5 383 | 0,02% | Actions |
| Triad Wealth Partners, LLC | $249 613 | 5 157 | 0,02% | Actions |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $230 012 | 4 658 | 0,02% | Actions |
| Bison Wealth, LLC | $229 816 | 4 663 | 0,02% | Actions |
| DONALDSON CAPITAL MANAGEMENT, LLC | $225 025 | 4 557 | 0,02% | Actions |
| Advyzon Investment Management, LLC | $223 148 | 4 519 | 0,02% | Actions |
| Bluespring Wealth Management, LLC | $222 210 | 4 500 | 0,02% | Actions |
| Equitable Holdings, Inc. | $217 371 | 4 402 | 0,02% | Actions |
| MERCER GLOBAL ADVISORS INC /ADV | $133 770 | 2 709 | 0,01% | Actions |
| BAM Wealth Management, LLC | $121 870 | 2 468 | 0,01% | Actions |
| FIFTH THIRD BANCORP | $112 735 | 2 283 | 0,01% | Actions |
| Ritter Daniher Financial Advisory LLC / DE | $111 105 | 2 250 | 0,01% | Actions |
| HUNTINGTON NATIONAL BANK | $103 254 | 2 091 | 0,01% | Actions |
| PRIVATE TRUST CO NA | $57 775 | 1 170 | 0,00% | Actions |
| Essex Bank | $54 564 | 1 105 | 0,00% | Actions |
| Ameritas Advisory Services, LLC | $53 178 | 1 077 | 0,00% | Actions |
| MORGAN STANLEY | $51 108 | 1 035 | 0,00% | Actions |
| Cornerstone Planning Group LLC | $27 825 | 572 | 0,00% | Actions |
| IFP Advisors, Inc | $27 159 | 550 | 0,00% | Actions |
| Capital Investment Advisory Services, LLC | $20 740 | 420 | 0,00% | Actions |
| FIDUCIARY FINANCIAL ADVISORS | $15 851 | 321 | 0,00% | Actions |
| JONES FINANCIAL COMPANIES LLLP | $12 099 | 244 | 0,00% | Actions |
| FOSTER & MOTLEY INC | $9 946 | 201 422 | 0,00% | Actions |