PMBS Institutional Ownership & Shareholders
PIMCO MBS ACTIVE ETF (PMBS) is currently held by 107 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.25B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Allianz Asset Management Gmbh is currently the largest disclosed institutional shareholder of PMBS tracked by InsiderSet, reporting ownership valued at approximately $481.23M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $462.70M, representing an estimated loss of -3.85% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed PMBS value among the investors covered in this analysis. Major shareholders include Allianz Asset Management Gmbh, Orgel Wealth Management, Llc, Cwm, Llc, and several other long-term asset managers with concentrated positions in PIMCO MBS ACTIVE ETF (PMBS).
This page ranks the largest institutional PMBS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
107
Total Reported Value
$1.25B
Largest Holder
Allianz Asset Management Gmbh
Largest Position
$481.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
127
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Allianz Asset Management Gmbh | 0.45% | 9,745,440 | $481,229,827 | $462,702,771 | -$18,527,056 | -3.85% | |
| Orgel Wealth Management, Llc | 4.49% | 5,144,104 | $238,017,670 | $244,236,399 | +$6,218,729 | +2.61% | |
| Cwm, Llc | 0.17% | 1,265,828 | $62,785,084 | $60,100,121 | -$2,684,963 | -4.28% | |
| Advocacy Wealth Management, Llc | 1.96% | 1,089,742 | $53,811,439 | $51,739,751 | -$2,071,688 | -3.85% | |
| Lpl Financial Llc | 0.01% | 813,674 | $40,179,244 | $38,632,346 | -$1,546,898 | -3.85% | |
| Avidian Wealth Enterprises, Llc | 0.98% | 758,352 | $35,088,966 | $36,005,719 | +$916,753 | +2.61% | |
| Onedigital Investment Advisors Llc | 0.30% | 708,959 | $35,008,402 | $33,660,593 | -$1,347,809 | -3.85% | |
| Wealth Enhancement Advisory Services, Llc | 0.05% | 715,250 | $33,071,595 | $33,959,283 | +$887,688 | +2.68% | |
| Mcnamara Financial Services, Inc. | 3.93% | 461,740 | $22,800,721 | $21,922,907 | -$877,814 | -3.85% | |
| Focus Partners Wealth | 0.02% | 414,439 | $20,465,030 | $19,677,108 | -$787,922 | -3.85% | |
| Newedge Advisors, Llc | 0.06% | 387,779 | $19,148,543 | $18,411,320 | -$737,223 | -3.85% | |
| Envestnet Asset Management Inc | 0.00% | 309,549 | $15,285,554 | $14,697,046 | -$588,508 | -3.85% | |
| Horizon Investments, Llc | 0.16% | 302,343 | $14,820,854 | $14,354,913 | -$465,941 | -3.14% | |
| Integrated Wealth Concepts Llc | 0.08% | 256,383 | $12,660,184 | $12,172,783 | -$487,401 | -3.85% | |
| Spectrum Investment Advisors, Inc. | 5.06% | 250,856 | $12,387,269 | $11,910,367 | -$476,902 | -3.85% | |
| Alliance Private Wealth, Llc | 4.53% | 263,353 | $12,185,326 | $12,503,711 | +$318,385 | +2.61% | |
| Foster & Motley Inc | 0.46% | 201,422 | $9,946,000 | $9,563,295 | -$382,705 | -3.85% | |
| Raymond James Financial Inc | 0.00% | 154,442 | $7,626,353 | $7,332,736 | -$293,617 | -3.85% | |
| Rfg Advisory, Llc | 0.11% | 146,964 | $7,257,083 | $6,977,689 | -$279,394 | -3.85% | |
| Cetera Investment Advisers | 0.01% | 142,244 | $7,023,977 | $6,753,589 | -$270,388 | -3.85% | |
| True Wealth Design, Llc | 1.65% | 151,412 | $7,005,834 | $7,188,875 | +$183,041 | +2.61% | |
| Cresta Advisors, Ltd. | 2.84% | 140,920 | $6,520,364 | $6,690,727 | +$170,363 | +2.61% | |
| Econ Financial Services Corp | 2.63% | 136,028 | $6,294,016 | $6,458,460 | +$164,444 | +2.61% | |
| Essex Financial Services, Inc. | 0.29% | 117,367 | $5,795,599 | $5,572,456 | -$223,143 | -3.85% | |
| Creativeone Wealth, Llc | 0.12% | 116,054 | $5,730,767 | $5,510,116 | -$220,651 | -3.85% | |
| Wayfinding Financial, Llc | 1.63% | 87,314 | $4,311,000 | $4,145,573 | -$165,427 | -3.84% | |
| Pax Financial Group, Llc | 0.59% | 80,934 | $3,996,521 | $3,842,657 | -$153,864 | -3.85% | |
| Avity Investment Management Inc. | 0.24% | 84,130 | $3,892,695 | $3,994,400 | +$101,705 | +2.61% | |
| Trek Financial, Llc | 0.17% | 78,019 | $3,609,939 | $3,704,256 | +$94,317 | +2.61% | |
| Hollencrest Capital Management | 0.24% | 73,013 | $3,605,382 | $3,466,577 | -$138,805 | -3.85% | |
| Krilogy Financial Llc | 0.10% | 75,429 | $3,489,475 | $3,581,286 | +$91,811 | +2.63% | |
| Bnp Paribas Financial Markets | 0.00% | 70,524 | $3,482,475 | $3,348,402 | -$134,073 | -3.85% | |
| &Partners | 0.01% | 69,139 | $3,405,456 | $3,282,644 | -$122,812 | -3.61% | |
| Geowealth Management, Llc | 0.10% | 66,684 | $3,292,873 | $3,166,083 | -$126,790 | -3.85% | |
| Parr Mcknight Wealth Management Group, Llc | 0.36% | 65,793 | $3,044,242 | $3,123,779 | +$79,537 | +2.61% | |
| Osaic Holdings, Inc. | 0.00% | 53,058 | $2,619,994 | $2,519,135 | -$100,859 | -3.85% | |
| Bank Of Montreal | 0.00% | 52,843 | $2,609,366 | $2,508,928 | -$100,438 | -3.85% | |
| Smith Partners Wealth Management, Llc | 1.67% | 42,428 | $2,095,097 | $2,014,435 | -$80,662 | -3.85% | |
| Security Financial Services, Inc. | 0.26% | 42,389 | $1,961,319 | $2,012,583 | +$51,264 | +2.61% | |
| Goldman Sachs Group Inc | 0.00% | 39,288 | $1,940,041 | $1,865,351 | -$74,690 | -3.85% | |
| Financial Synergies Wealth Advisors, Inc. | 0.16% | 41,211 | $1,906,857 | $1,956,653 | +$49,796 | +2.61% | |
| Jane Street Group, Llc | 0.00% | 37,807 | $1,866,910 | $1,795,035 | -$71,875 | -3.85% | |
| Tbh Global Asset Management, Llc | 0.33% | 36,401 | $1,797,475 | $1,728,279 | -$69,196 | -3.85% | |
| Bam Wealth Management, Llc | 0.80% | 31,869 | $1,474,578 | $1,513,105 | +$38,527 | +2.61% | |
| Davenport & Co Llc | 0.01% | 27,436 | $1,269,464 | $1,302,631 | +$33,167 | +2.61% | |
| Mariner, Llc | 0.00% | 21,900 | $1,081,422 | $1,039,788 | -$41,634 | -3.85% | |
| Wealthspire Advisors, Llc | 0.01% | 21,881 | $1,080,507 | $1,038,886 | -$41,621 | -3.85% | |
| Concurrent Investment Advisors, Llc | 0.01% | 22,841 | $1,056,832 | $1,084,466 | +$27,634 | +2.61% | |
| Barnes Wealth Management Group, Inc | 0.48% | 21,180 | $1,045,868 | $1,005,603 | -$40,265 | -3.85% | |
| Commonwealth Equity Services, Llc | 0.00% | 21,485 | $994,110 | $1,020,084 | +$25,974 | +2.61% |
Frequently asked questions about PMBS
Who are the largest institutional holders of PMBS?
The largest institutional holders of PMBS reported in the latest SEC Form 13F filings include Allianz Asset Management Gmbh, Orgel Wealth Management, Llc, Cwm, Llc, Advocacy Wealth Management, Llc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported PMBS position.
What is PMBS institutional ownership?
This page tracks PMBS positions reported by institutional investment managers through SEC Form 13F. PIMCO MBS ACTIVE ETF (PMBS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PMBS?
InsiderSet currently tracks 107 institutional managers reporting PMBS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PMBS shareholders.
How much PMBS stock do institutions own?
Institutional investment managers disclosed approximately $1.25B in PMBS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PMBS institutional ownership last updated?
The latest PMBS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PMBS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PMBS position after the reporting date.
Are institutions buying or selling PMBS?
Institutional buying and selling can be analyzed by comparing PMBS positions across consecutive 13F reporting periods. InsiderSet's PMBS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PMBS ownership changes.
How has PMBS institutional ownership changed over time?
InsiderSet tracks PMBS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.