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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-27,546-8.2%309,549$15.29MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+224+1.2%18,837$930.17KQ2 2026Sep 23, 2026
Security National Bank Of So DakBuy+8,985—8,985$443.68KQ2 2026Sep 18, 2026
Security National Bank Of Sioux City IowaBuy+6,870—6,870$339.24KQ2 2026Sep 18, 2026
Integrated Wealth Concepts LlcBuy+37,442+17.1%256,383$12.66MQ2 2026Sep 09, 2026
Allianz Asset Management GmbhBuy+1,412,704+17.0%9,745,440$481.23MQ2 2026Sep 02, 2026
Citadel Advisors LlcBuy+798+12.0%7,462$368.47KQ2 2026Sep 02, 2026
United Capital Financial Advisors, LlcSell-11,527-71.2%4,658$230.01KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+4,402—4,402$217.37KQ2 2026Aug 17, 2026
&PartnersBuy+46,110+200.2%69,139$3.41MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+44,065+490.0%53,058$2.62MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+37,807—37,807$1.87MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+31,716+418.9%39,288$1.94MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-11,632-7.0%154,442$7.63MQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+5,383—5,383$265.81KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+4,214—4,214$208.09KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+1,077—1,077$53.18KQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcSell-984-17.9%4,519$223.15KQ2 2026Aug 14, 2026
Wcg Wealth Advisors LlcSell-674-4.8%13,368$660.12KQ2 2026Aug 14, 2026
Vickerman Investment Advisors, Inc.Buy+449+5.8%8,228$406.30KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+244—244$12.10KQ2 2026Aug 14, 2026
Sierra Capital LlcBuy+34+0.4%8,597$424.52KQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+33+0.3%10,940$540.20KQ2 2026Aug 14, 2026
Trek Financial, LlcBuy+27,896+76.8%64,241$3.17MQ2 2026Aug 13, 2026
Mariner, LlcBuy+21,900—21,900$1.08MQ2 2026Aug 13, 2026
Wayfinding Financial, LlcBuy+8,568+10.9%87,314$4.31MQ2 2026Aug 13, 2026
Bnp Paribas Financial MarketsSell-8,385-10.6%70,524$3.48MQ2 2026Aug 13, 2026
Creativeone Wealth, LlcSell-4,319-3.6%116,054$5.73MQ2 2026Aug 13, 2026
Horizon Investments, LlcSell-72-0.0%302,343$14.82MQ2 2026Aug 13, 2026
Mosaic Financial Group, LlcBuy+53+1.2%4,560$225.00KQ2 2026Aug 13, 2026
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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.