PIMCO MBS Active ETFPMBSETF
13F holders, Q1 2025 (March 31)34holders +6
10new positions
4sold out
1famous investor
$49.08avg. 13F price*
At the end of Q1 2025, 34 institutions reported holding PIMCO MBS Active ETF (PMBS) in their 13F filings, up 6 from Q4 2024. 10 opened new positions and 4 sold out. The largest holders were Orgel Wealth Management, LLC ($212.3M), Allianz Asset Management GmbH ($141.4M) and Advocacy Wealth Management, LLC ($59.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- PIMCO MBS Active ETF
- Filed as
- PIMCO ETF TR (Q1 2025)
- CUSIP
- 72201R569
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $208.7M |
| Exits | 4 | $1.1M |
All 13F filers, Q4 2024 → Q1 2025: 5,873,052 shares bought and 347,472 shares sold, net +5,525,580 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| Orgel Wealth Management, LLC | 5.51% | Add +51.7% | 4,325,944 | $212.3M |
| Allianz Asset Management GmbH | 0.21% | New | 2,881,273 | $141.4M |
| Advocacy Wealth Management, LLC | 4.05% | New | 1,213,019 | $59.5M |
| LPL Financial LLC | 0.01% | Add +95.8% | 278,745 | $13.7M |
| Wealthspire Advisors, LLC | 0.04% | Add +7.4% | 142,589 | $7.0M |
| Cresta Advisors, Ltd. | 3.52% | Reduce -11.9% | 138,330 | $6.8M |
| OneDigital Investment Advisors LLC | 0.08% | No change | 134,360 | $6.6M |
| SkyView Investment Advisors, LLC | 0.99% | No change | 134,360 | $6.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -6.5% | 106,677 | $5.2M |
| Hollencrest Capital Management | 0.16% | No change | 73,013 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.5% | 51,455 | $2.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -85.5% | 49,781 | $2.4M |
| Wbi Investments, LLC | 0.46% | New | 35,870 | $1.8M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | New | 32,100 | $1.6M |
| Citadel Advisors | 0.00% | New | 31,155 | $1.5M |
| Maridea Wealth Management LLC | 0.30% | New | 18,518 | $909K |
| Authentikos Wealth Advisory, LLC | 0.67% | New | 17,367 | $852K |
| Mutual Advisors, LLC | 0.02% | New | 10,810 | $526K |
| Weaver Consulting Group | 0.13% | Reduce -2.1% | 9,062 | $445K |
| Sierra Capital LLC | 0.05% | Reduce -3.2% | 8,426 | $414K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.6% | 8,083 | $397K |
| Jane Street Group, LLC | 0.00% | Add +18.5% | 7,362 | $361K |
| Essex Financial Services, Inc. | 0.02% | New | 6,587 | $323K |
| Blue Oak Capital, LLC | 0.14% | New | 5,035 | $247K |
| Truist Financial Corp. | 0.00% | Reduce -7.2% | 5,020 | $246K |
| Cetera Investment Advisers | 0.00% | Reduce -2.0% | 4,623 | $227K |
| Morgan Stanley | 0.00% | No change | 1,659 | $81K |
| Osaic Holdings, Inc. | 0.00% | Add +85.5% | 844 | $41K |
| Cwm, LLC | 0.00% | Add +1.3% | 560 | $27K |
| IFP Advisors, Inc | 0.00% | No change | 550 | $27K |
| NewEdge Advisors, LLC | 0.00% | No change | 485 | $24K |
| US Bancorp \de | 0.00% | No change | 445 | $22K |
| UBS Group AG | 0.00% | Reduce -96.6% | 69 | $3K |
| AllSquare Wealth Management LLC | 0.00% | No change | 16 | $785 |
"% of holder's portfolio" is PMBS's weight in each manager's 13F, not the share of PIMCO MBS Active ETF the manager owns.