PIMCO MBS Active ETFPMBSETF
13F holders, Q1 2026 (March 31)98holders +27
35new positions
7sold out
1famous investor
$49.59avg. 13F price*
At the end of Q1 2026, 98 institutions reported holding PIMCO MBS Active ETF (PMBS) in their 13F filings, up 27 from Q4 2025. 35 opened new positions and 7 sold out. The largest holders were Allianz Asset Management GmbH ($413.3M), Orgel Wealth Management, LLC ($239.0M) and Cwm, LLC ($62.8M). 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 2026)
- CUSIP
- 72201R569
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $36.5M |
| Exits | 7 | $5.4M |
All 13F filers, Q4 2025 → Q1 2026: 4,154,097 shares bought and 1,107,275 shares sold, net +3,046,822 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 98 holders
| Allianz Asset Management GmbH | 0.48% | Add +18.4% | 8,332,736 | $413.3M |
| Orgel Wealth Management, LLC | 5.15% | Add +1.9% | 4,819,490 | $239.0M |
| Cwm, LLC | 0.17% | Add +140.2% | 1,265,828 | $62.8M |
| Advocacy Wealth Management, LLC | 2.32% | Reduce -17.2% | 1,058,736 | $52.5M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Reduce -44.2% | 898,129 | $44.5M |
| OneDigital Investment Advisors LLC | 0.29% | Add +43.3% | 605,723 | $30.0M |
| McNamara Financial Services, Inc. | 4.17% | Add +2.1% | 444,488 | $22.0M |
| LPL Financial LLC | 0.01% | Add +43.7% | 424,707 | $21.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +343.0% | 337,095 | $16.7M |
| Horizon Investments, LLC | 0.17% | New | 302,415 | $14.9M |
| Alliance Private Wealth, LLC | 5.15% | Add +1.6% | 288,729 | $14.3M |
| NewEdge Advisors, LLC | 0.05% | Add +152.5% | 281,470 | $14.0M |
| Focus Partners Wealth | 0.01% | Add +30.7% | 268,498 | $13.3M |
| Integrated Wealth Concepts LLC | 0.09% | Reduce -8.3% | 218,941 | $10.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.3% | 166,074 | $8.2M |
| Cresta Advisors, Ltd. | 3.28% | Add +2.1% | 161,628 | $8.0M |
| CreativeOne Wealth, LLC | 0.14% | Add +33.9% | 120,373 | $6.0M |
| Essex Financial Services, Inc. | 0.31% | Add +39.0% | 110,218 | $5.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +142.6% | 103,661 | $5.1M |
| Econ Financial Services Corp | 2.29% | Add +77.7% | 99,334 | $4.9M |
| Cetera Investment Advisers | 0.00% | Add +683.0% | 87,981 | $4.4M |
| BNP Paribas Financial Markets | 0.00% | New | 78,909 | $3.9M |
| Wayfinding Financial, LLC | 1.70% | Add +44.2% | 78,746 | $3.9M |
| PAX Financial Group, LLC | 0.62% | Add +17.7% | 73,611 | $3.7M |
| Hollencrest Capital Management | 0.13% | No change | 73,013 | $3.6M |
| Krilogy Financial LLC | 0.12% | New | 72,410 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +7.5% | 59,531 | $3.0M |
| GeoWealth Management, LLC | 0.11% | Add +23.1% | 59,365 | $2.9M |
| Parr McKnight Wealth Management Group, LLC | 0.38% | Add +112.6% | 59,047 | $2.9M |
| RFG Advisory, LLC | 0.05% | Add +246.5% | 50,594 | $2.5M |
| Trek Financial, LLC | 0.10% | Add +90.2% | 36,345 | $1.8M |
| Avity Investment Management Inc. | 0.12% | New | 33,400 | $1.7M |
| BAM Wealth Management, LLC | 1.12% | Add +10.7% | 30,193 | $1.5M |
| Security Financial Services, INC. | 0.22% | Add +41.1% | 28,009 | $1.4M |
| Smith Partners Wealth Management, LLC | 1.21% | Add +61.6% | 27,340 | $1.4M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -58.2% | 27,151 | $1.3M |
| Foster & Motley Inc. | 0.07% | New | 26,825 | $1.3M |
| Financial Synergies Wealth Advisors, Inc. | 0.12% | Add +37.0% | 25,338 | $1.3M |
| True Wealth Design, LLC | 0.33% | New | 24,135 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | Add +161.9% | 23,245 | $1.2M |
| &partners | 0.01% | New | 23,029 | $1.1M |
| Barnes Wealth Management Group, Inc | 0.49% | Add +40.6% | 19,414 | $963K |
| Kestra Advisory Services, LLC | 0.00% | Add +421.5% | 19,296 | $957K |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +274.6% | 18,613 | $923K |
| Composition Wealth, LLC | 0.01% | Add +18.0% | 17,003 | $843K |
| Wealth Advisors of Iowa, LLC | 0.26% | New | 16,833 | $835K |
| United Capital Financial Advisors, LLC | 0.00% | New | 16,185 | $802K |
| WCG Wealth Advisors LLC | 0.02% | Add +0.0% | 14,042 | $696K |
| Tranquilli Financial Advisor LLC | 0.39% | New | 13,439 | $667K |
| Weaver Consulting Group | 0.15% | No change | 12,912 | $640K |
| TBH Global Asset Management, LLC | 0.13% | New | 11,979 | $621K |
| Milestone Asset Management, LLC | 0.11% | Add +26.9% | 12,350 | $613K |
| Susquehanna International Group, LLP | 0.00% | New | 11,662 | $578K |
| Mutual Advisors, LLC | 0.01% | Add +0.1% | 10,907 | $541K |
| Truist Financial Corp. | 0.00% | Reduce -5.7% | 10,648 | $528K |
| Fortis Group Advisors, LLC | 0.08% | Reduce -13.6% | 9,302 | $461K |
| Osaic Holdings, Inc. | 0.00% | Add +932.5% | 8,993 | $446K |
| Sierra Capital LLC | 0.05% | Add +0.4% | 8,563 | $425K |
| WealthCare Investment Partners, LLC | 0.11% | New | 7,845 | $389K |
| Vickerman Investment Advisors, Inc. | 0.08% | New | 7,779 | $386K |
| Goldman Sachs Group Inc. | 0.00% | New | 7,572 | $376K |
| Crown Wealth Group, LLC | 0.11% | New | 7,530 | $373K |
| Signal Advisors Wealth, LLC | 0.02% | New | 7,008 | $348K |
| Citadel Advisors | 0.00% | New | 6,664 | $331K |
| Gateway Wealth Partners, LLC | 0.01% | New | 6,577 | $326K |
| Emissary Wealth LLC | 0.30% | New | 6,356 | $315K |
| Retirement Planning Group, LLC | 0.01% | New | 6,164 | $306K |
| Walter & Keenan Wealth Management LLC /in/ | 0.08% | New | 6,000 | $298K |
| Founders Financial Securities LLC | 0.02% | New | 5,984 | $297K |
| Schmidt P J Investment Management Inc. | 0.05% | New | 5,926 | $294K |
| LiftPoint Family Wealth Advisors LLC | 0.23% | Reduce -1.1% | 5,503 | $273K |
| Advyzon Investment Management, LLC | 0.02% | New | 5,503 | $273K |
| Studio Investment Management LLC | 0.05% | Add +28.7% | 5,246 | $260K |
| Williams & Novak, LLC | 0.18% | New | 4,800 | $237K |
| Bison Wealth, LLC | 0.02% | New | 4,663 | $230K |
| Donaldson Capital Management, LLC | 0.01% | Reduce -20.8% | 4,557 | $226K |
| Mosaic Financial Group, LLC | 0.16% | New | 4,507 | $224K |
| Essex Bank | 0.05% | No change | 4,201 | $208K |
| TD Capital Management LLC | 0.01% | Add +23.9% | 2,309 | $115K |
| Fifth Third Bancorp | 0.00% | New | 2,283 | $113K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 2,250 | $112K |
| Advisortrust Partners, LLC | 0.04% | New | 2,042 | $101K |
| Farther Finance Advisors, LLC | 0.00% | Add +718.7% | 1,711 | $85K |
| Morgan Stanley | 0.00% | Reduce -0.9% | 1,073 | $53K |
| Cornerstone Planning Group LLC | 0.00% | New | 572 | $28K |
| IFP Advisors, Inc | 0.00% | No change | 550 | $27K |
| Private Trust Co. NA | 0.00% | New | 495 | $25K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 420 | $21K |
| US Bancorp \de | 0.00% | New | 369 | $18K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +6.5% | 295 | $15K |
| Zions Bancorporation, National Association | 0.00% | New | 260 | $13K |
| JPMorgan Chase & Co. | 0.00% | Reduce -52.4% | 207 | $10K |
| MAI Capital Management | 0.00% | No change | 164 | $8K |
| Register Financial Advisors LLC | 0.00% | No change | 84 | $4K |
| UBS Group AG | 0.00% | No change | 69 | $3K |
| AE Wealth Management LLC | 0.00% | Add +211.8% | 53 | $3K |
| Wells Fargo & Company | 0.00% | New | 41 | $2K |
| Citigroup Inc. | 0.00% | No change | 10 | $496 |
"% of holder's portfolio" is PMBS's weight in each manager's 13F, not the share of PIMCO MBS Active ETF the manager owns.