Who owns PMBS?
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund · PIMCO
106 institutions reported holding PMBS, worth $1.2B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PMBS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Allianz Asset Management GmbH | Munich, Germany | $481.2M | 9,745,440 | +1,412,704 shares |
| Orgel Wealth Management, LLC | Altoona, WI | $240.5M | 4,870,198 | +50,708 shares |
| Advocacy Wealth Management, LLC | Atlanta, GA | $53.8M | 1,089,742 | +31,006 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $49.4M | 1,007,989 | +109,860 shares |
| LPL Financial LLC | Fort Mill, SC | $40.2M | 813,674 | +388,967 shares |
| Avidian Wealth Enterprises, LLC | Houston, TX | $36.3M | 735,585 | New position |
| OneDigital Investment Advisors LLC | Overland Park, KS | $35.0M | 708,959 | +103,236 shares |
| McNamara Financial Services, Inc. | Marshfield, MA | $22.8M | 461,740 | +17,252 shares |
| Focus Partners Wealth | St Louis, MO | $20.5M | 414,439 | +145,941 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $19.1M | 387,779 | +162,620 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: PMBS vs EVLN, PMBS vs PFFD, PMBS vs CORP, PMBS vs BSCW.
Frequently asked questions
Who owns PMBS?
106 institutional managers reported holding PMBS in Form 13F filings for June 30, 2026, worth $1.2B in total. The largest reported position was held by Allianz Asset Management GmbH, at $481.2M.
Did institutions buy or sell PMBS last quarter?
Reported 13F value rose 21.6% from March 31, 2026, which includes price moves as well as buying and selling. 18 firms reported a new position and 9 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PMBS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.