PIMCO MBS Active ETFPMBS ETF 13F holders, Q3 2024 (September 30) 26 holders
$49.92 avg. 13F price*
At the end of Q3 2024 , 26 institutions reported holding PIMCO MBS Active ETF (PMBS) in their 13F filings. The largest holders were Cresta Advisors, Ltd. ($7.8M), SkyView Investment Advisors, LLC ($6.7M) and OneDigital Investment Advisors LLC ($6.7M).
Company PIMCO MBS Active ETF
Filed as PIMCO ETF TR (Q3 2024)
CUSIP 72201R569
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q3 2024 Institutions Total Value New Positions 27 $38.6M Exits 0 $0
Ownership 26 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ Cresta Advisors, Ltd. 4.10% New 156,977 $7.8M SkyView Investment Advisors, LLC 1.12% New 134,360 $6.7M OneDigital Investment Advisors LLC 0.08% New 134,360 $6.7M Envestnet Asset Management Inc. 0.00% New 115,558 $5.8M Hollencrest Capital Management 0.15% New 73,013 $3.6M LPL Financial LLC 0.00% New 50,604 $2.5M MML Investors Services, LLC 0.00% New 26,935 $1.3M Wells Fargo & Company 0.00% New 15,563 $777K Prudential Financial Inc. 0.00% New 14,913 $744K Cambridge Investment Research Advisors, Inc. 0.00% New 13,273 $663K Sierra Capital LLC 0.08% New 13,174 $658K Weaver Consulting Group 0.09% New 5,552 $277K Truist Financial Corp. 0.00% New 5,408 $270K Cetera Investment Advisers 0.00% New 4,360 $218K Element Wealth, LLC 0.08% New 2,895 $145K Morgan Stanley 0.00% New 1,659 $83K UBS Group AG 0.00% New 1,411 $70K IFP Advisors, Inc 0.00% New 550 $27K Cwm, LLC 0.00% New 549 $27K NewEdge Advisors, LLC 0.00% New 485 $24K Householder Group Estate & Retirement Specialist, LLC 0.01% New 466 $23K Fifth Third Bancorp 0.00% New 415 $21K Osaic Holdings, Inc. 0.00% New 227 $11K Royal Bank of Canada 0.00% New 94 $5K Northwestern Mutual Wealth Management Co. 0.00% New 22 $1K AllSquare Wealth Management LLC 0.00% New 16 $799
"% of holder's portfolio" is PMBS's weight in each manager's 13F, not the share of PIMCO MBS Active ETF the manager owns.