PIMCO MBS ACTIVE ETF (PMBS) Institutional Ownership Changes & 13F Activity
PIMCO MBS ACTIVE ETF (PMBS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Allianz Asset Management Gmbh, &Partners, Osaic Holdings, Inc., Jane Street Group, Llc, and Integrated Wealth Concepts Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -27,546 | -8.2% | 309,549 | $15.29M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +224 | +1.2% | 18,837 | $930.17K | Q2 2026 | Sep 23, 2026 |
| Security National Bank Of So Dak | Buy | +8,985 | — | 8,985 | $443.68K | Q2 2026 | Sep 18, 2026 |
| Security National Bank Of Sioux City Iowa | Buy | +6,870 | — | 6,870 | $339.24K | Q2 2026 | Sep 18, 2026 |
| Integrated Wealth Concepts Llc | Buy | +37,442 | +17.1% | 256,383 | $12.66M | Q2 2026 | Sep 09, 2026 |
| Allianz Asset Management Gmbh | Buy | +1,412,704 | +17.0% | 9,745,440 | $481.23M | Q2 2026 | Sep 02, 2026 |
| Citadel Advisors Llc | Buy | +798 | +12.0% | 7,462 | $368.47K | Q2 2026 | Sep 02, 2026 |
| United Capital Financial Advisors, Llc | Sell | -11,527 | -71.2% | 4,658 | $230.01K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +4,402 | — | 4,402 | $217.37K | Q2 2026 | Aug 17, 2026 |
| &Partners | Buy | +46,110 | +200.2% | 69,139 | $3.41M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +44,065 | +490.0% | 53,058 | $2.62M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +37,807 | — | 37,807 | $1.87M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +31,716 | +418.9% | 39,288 | $1.94M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -11,632 | -7.0% | 154,442 | $7.63M | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Buy | +5,383 | — | 5,383 | $265.81K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +4,214 | — | 4,214 | $208.09K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +1,077 | — | 1,077 | $53.18K | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, Llc | Sell | -984 | -17.9% | 4,519 | $223.15K | Q2 2026 | Aug 14, 2026 |
| Wcg Wealth Advisors Llc | Sell | -674 | -4.8% | 13,368 | $660.12K | Q2 2026 | Aug 14, 2026 |
| Vickerman Investment Advisors, Inc. | Buy | +449 | +5.8% | 8,228 | $406.30K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +244 | — | 244 | $12.10K | Q2 2026 | Aug 14, 2026 |
| Sierra Capital Llc | Buy | +34 | +0.4% | 8,597 | $424.52K | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +33 | +0.3% | 10,940 | $540.20K | Q2 2026 | Aug 14, 2026 |
| Trek Financial, Llc | Buy | +27,896 | +76.8% | 64,241 | $3.17M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +21,900 | — | 21,900 | $1.08M | Q2 2026 | Aug 13, 2026 |
| Wayfinding Financial, Llc | Buy | +8,568 | +10.9% | 87,314 | $4.31M | Q2 2026 | Aug 13, 2026 |
| Bnp Paribas Financial Markets | Sell | -8,385 | -10.6% | 70,524 | $3.48M | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Sell | -4,319 | -3.6% | 116,054 | $5.73M | Q2 2026 | Aug 13, 2026 |
| Horizon Investments, Llc | Sell | -72 | -0.0% | 302,343 | $14.82M | Q2 2026 | Aug 13, 2026 |
| Mosaic Financial Group, Llc | Buy | +53 | +1.2% | 4,560 | $225.00K | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about PMBS activity
Which institutional owners are buying PMBS?
Institutional owners buying PMBS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PMBS activity?
"Buy" means an investor increased their reported position in PMBS compared to the prior reporting period. This reflects growing exposure to PIMCO MBS ACTIVE ETF (PMBS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PMBS increasing?
Institutional interest in PMBS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.