PIMCO MBS ACTIVE ETF PMBS
$49.19
+0.2% 52w: $46.15 – $49.95
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data46.1548.0549.95
Jun 20, 2025 Jul 2, 2026
Institutional holders
98
+27 QoQ
13F value
$1.07B
+16.1% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns PMBS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | Diversified mechanical | 8.3M | $413.3M | 0.5% | +18.4% |
| Orgel Wealth Management, LLC | Wealth advisor | 4.8M | $239.0M | 5.2% | +1.9% |
| CWM, LLC | Wealth advisor | 1.3M | $62.8M | 0.2% | +140.2% |
| Advocacy Wealth Management, LLC | Wealth advisor | 1.1M | $52.5M | 2.3% | -17.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 898.1K | $44.5M | 0.1% | -44.2% |
| OneDigital Investment Advisors LLC | Wealth advisor | 605.7K | $30.0M | 0.3% | +43.3% |
| McNamara Financial Services, Inc. | Wealth advisor | 444.5K | $22.0M | 4.2% | +2.1% |
| LPL Financial LLC | Bank broker | 424.7K | $21.1M | 0.0% | +43.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 337.1K | $16.7M | 0.0% | +343.0% |
| Horizon Investments, LLC | Diversified mechanical | 302.4K | $14.9M | 0.2% | New |
| Alliance Private Wealth, LLC | Wealth advisor | 288.7K | $14.3M | 5.1% | +1.6% |
| NewEdge Advisors, LLC | Diversified mechanical | 281.5K | $14.0M | 0.1% | +152.5% |
| Focus Partners Wealth | Wealth advisor | 268.5K | $13.3M | 0.0% | +30.7% |
| Integrated Wealth Concepts LLC | Wealth advisor | 218.9K | $10.9M | 0.1% | -8.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 166.1K | $8.2M | 0.0% | -4.3% |
| Cresta Advisors, Ltd. | Wealth advisor | 161.6K | $8.0M | 3.3% | +2.1% |
| CreativeOne Wealth, LLC | Wealth advisor | 120.4K | $6.0M | 0.1% | +33.8% |
| Essex Financial Services, Inc. | Wealth advisor | 110.2K | $5.5M | 0.3% | +39.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 103.7K | $5.1M | 0.0% | +142.6% |
| Econ Financial Services Corp | Wealth advisor | 99.3K | $4.9M | 2.3% | +77.7% |
| Cetera Investment Advisers | Wealth advisor | 88.0K | $4.4M | 0.0% | +683.0% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 78.9K | $3.9M | 0.0% | New |
| Wayfinding Financial, LLC | Wealth advisor | 78.7K | $3.9M | 1.7% | +44.2% |
| PAX Financial Group, LLC | Wealth advisor | 73.6K | $3.7M | 0.6% | +17.7% |
| HOLLENCREST CAPITAL MANAGEMENT | Wealth advisor | 73.0K | $3.6M | 0.1% | Held |
| Krilogy Financial LLC | Wealth advisor | 72.4K | $3.6M | 0.1% | New |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 59.5K | $3.0M | 0.0% | +7.5% |
| GeoWealth Management, LLC | Wealth advisor | 59.4K | $2.9M | 0.1% | +23.1% |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | Other | 59.0K | $2.9M | 0.4% | +112.6% |
| RFG Advisory, LLC | Wealth advisor | 50.6K | $2.5M | 0.0% | +246.5% |
| Trek Financial, LLC | Wealth advisor | 36.3K | $1.8M | 0.1% | +90.2% |
| AVITY INVESTMENT MANAGEMENT INC. ★2 | Fundamental diversified | 33.4K | $1.7M | 0.1% | New |
| BAM Wealth Management, LLC | Wealth advisor | 30.2K | $1.5M | 1.1% | +10.7% |
| Security Financial Services, INC. | Wealth advisor | 28.0K | $1.4M | 0.2% | +41.1% |
| Smith Partners Wealth Management, LLC | Wealth advisor | 27.3K | $1.4M | 1.2% | +61.6% |
| Wealthspire Advisors, LLC | Wealth advisor | 27.2K | $1.3M | 0.0% | -58.2% |
| FOSTER & MOTLEY INC | Other | 26.8K | $1.3M | 0.1% | New |
| Financial Synergies Wealth Advisors, Inc. | Wealth advisor | 25.3K | $1.3M | 0.1% | +37.0% |
| True Wealth Design, LLC | Wealth advisor | 24.1K | $1.2M | 0.3% | New |
| DAVENPORT & Co LLC | Diversified mechanical | 23.2K | $1.2M | 0.0% | +161.9% |
| &PARTNERS | Diversified mechanical | 23.0K | $1.1M | 0.0% | New |
| Barnes Wealth Management Group, Inc | Wealth advisor | 19.4K | $963K | 0.5% | +40.6% |
| Kestra Advisory Services, LLC | Wealth advisor | 19.3K | $957K | 0.0% | +421.5% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 18.6K | $923K | 0.0% | +274.6% |
| Composition Wealth, LLC | Wealth advisor | 17.0K | $843K | 0.0% | +18.0% |
| Wealth Advisors of Iowa, LLC | Wealth advisor | 16.8K | $835K | 0.3% | New |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 16.2K | $802K | 0.0% | New |
| WCG Wealth Advisors LLC | Wealth advisor | 14.0K | $696K | 0.0% | 0.0% |
| Tranquilli Financial Advisor LLC | Wealth advisor | 13.4K | $667K | 0.4% | New |
| Weaver Consulting Group | Wealth advisor | 12.9K | $640K | 0.2% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.