PIMCO MBS Active ETFPMBSETF
13F holders, Q2 2025 (June 30)40holders +6
8new positions
2sold out
1famous investor
$49.05avg. 13F price*
At the end of Q2 2025, 40 institutions reported holding PIMCO MBS Active ETF (PMBS) in their 13F filings, up 6 from Q1 2025. 8 opened new positions and 2 sold out. The largest holders were Orgel Wealth Management, LLC ($215.6M), Allianz Asset Management GmbH ($165.7M) and Advocacy Wealth Management, LLC ($64.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- PIMCO MBS Active ETF
- Filed as
- PIMCO ETF TR (Q2 2025)
- CUSIP
- 72201R569
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $7.0M |
| Exits | 2 | $1.9M |
All 13F filers, Q1 2025 → Q2 2025: 1,038,467 shares bought and 172,461 shares sold, net +866,006 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Orgel Wealth Management, LLC | 5.20% | Add +1.6% | 4,395,611 | $215.6M |
| Allianz Asset Management GmbH | 0.22% | Add +17.3% | 3,378,956 | $165.7M |
| Advocacy Wealth Management, LLC | 3.94% | Add +7.8% | 1,308,065 | $64.2M |
| LPL Financial LLC | 0.00% | Reduce -15.9% | 234,379 | $11.5M |
| Raymond James Financial Inc. | 0.00% | Add +212.8% | 155,712 | $7.6M |
| Wealthspire Advisors, LLC | 0.04% | Reduce -3.4% | 137,751 | $6.8M |
| Cresta Advisors, Ltd. | 3.25% | Reduce -1.6% | 136,105 | $6.7M |
| OneDigital Investment Advisors LLC | 0.07% | No change | 134,360 | $6.6M |
| SkyView Investment Advisors, LLC | 0.94% | No change | 134,360 | $6.6M |
| Cwm, LLC | 0.01% | Add +13840.4% | 78,066 | $3.8M |
| Hollencrest Capital Management | 0.15% | No change | 73,013 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.4% | 52,201 | $2.6M |
| CreativeOne Wealth, LLC | 0.06% | New | 48,331 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -67.1% | 35,103 | $1.7M |
| Wbi Investments, LLC | 0.44% | Reduce -3.3% | 34,682 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +255.3% | 28,715 | $1.4M |
| PAX Financial Group, LLC | 0.24% | New | 25,627 | $1.3M |
| Essex Financial Services, Inc. | 0.08% | Add +284.7% | 25,340 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -21.8% | 24,352 | $1.2M |
| GeoWealth Management, LLC | 0.04% | New | 19,892 | $976K |
| Authentikos Wealth Advisory, LLC | 0.60% | Add +1.9% | 17,697 | $868K |
| Maridea Wealth Management LLC | 0.22% | Reduce -6.7% | 17,272 | $847K |
| Weaver Consulting Group | 0.17% | Add +41.9% | 12,862 | $631K |
| Wells Fargo & Company | 0.00% | New | 12,505 | $613K |
| Prosperity Wealth Management, Inc. | 0.22% | New | 12,363 | $606K |
| Old Mission Capital LLC | 0.01% | New | 11,340 | $556K |
| Mutual Advisors, LLC | 0.01% | Add +0.1% | 10,822 | $527K |
| Goldman Sachs Group Inc. | 0.00% | New | 8,565 | $420K |
| Sierra Capital LLC | 0.05% | Add +0.4% | 8,458 | $415K |
| Blue Oak Capital, LLC | 0.21% | Add +61.6% | 8,139 | $399K |
| Cetera Investment Advisers | 0.00% | Add +43.8% | 6,648 | $326K |
| Truist Financial Corp. | 0.00% | Reduce -15.1% | 4,261 | $209K |
| JPMorgan Chase & Co. | 0.00% | New | 3,100 | $152K |
| Osaic Holdings, Inc. | 0.00% | Add +175.0% | 2,321 | $114K |
| Morgan Stanley | 0.00% | No change | 1,659 | $81K |
| 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% | No change | 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.