PIMCO MBS Active ETFPMBSETF
13F holders, Q2 2026 (June 30)108holders +10
20new positions
9sold out
1famous investor
$49.36avg. 13F price*
At the end of Q2 2026, 108 institutions reported holding PIMCO MBS Active ETF (PMBS) in their 13F filings, up 10 from Q1 2026. 20 opened new positions and 9 sold out. The largest holders were Allianz Asset Management GmbH ($481.2M), Orgel Wealth Management, LLC ($240.5M) and Advocacy Wealth Management, LLC ($53.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- PIMCO MBS Active ETF
- Filed as
- PIMCO ETF TR (Q2 2026)
- CUSIP
- 72201R569
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $58.1M |
| Exits | 9 | $1.4M |
All 13F filers, Q1 2026 → Q2 2026: 4,326,935 shares bought and 128,151 shares sold, net +4,198,784 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 108 holders
| Allianz Asset Management GmbH | 0.45% | Add +16.9% | 9,745,440 | $481.2M |
| Orgel Wealth Management, LLC | 4.56% | Add +1.1% | 4,870,198 | $240.5M |
| Advocacy Wealth Management, LLC | 1.96% | Add +2.9% | 1,089,742 | $53.8M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +12.2% | 1,007,989 | $49.4M |
| LPL Financial LLC | 0.01% | Add +91.6% | 813,674 | $40.2M |
| Avidian Wealth Enterprises, LLC | 1.01% | New | 735,585 | $36.3M |
| OneDigital Investment Advisors LLC | 0.30% | Add +17.0% | 708,959 | $35.0M |
| McNamara Financial Services, Inc. | 3.93% | Add +3.9% | 461,740 | $22.8M |
| Focus Partners Wealth | 0.02% | Add +54.4% | 414,439 | $20.5M |
| NewEdge Advisors, LLC | 0.06% | Add +37.8% | 387,779 | $19.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.2% | 309,549 | $15.3M |
| Horizon Investments, LLC | 0.16% | Reduce -0.0% | 302,343 | $14.8M |
| Alliance Private Wealth, LLC | 4.63% | Reduce -6.4% | 270,165 | $13.3M |
| Integrated Wealth Concepts LLC | 0.08% | Add +17.1% | 256,383 | $12.7M |
| Spectrum Investment Advisors, Inc. | 5.06% | New | 250,856 | $12.4M |
| Foster & Motley Inc. | 0.46% | Add +650.9% | 201,422 | $9.9M |
| Cresta Advisors, Ltd. | 3.05% | Add +6.3% | 171,795 | $8.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -7.0% | 154,442 | $7.6M |
| RFG Advisory, LLC | 0.11% | Add +190.5% | 146,964 | $7.3M |
| Cetera Investment Advisers | 0.01% | Add +61.7% | 142,244 | $7.0M |
| Econ Financial Services Corp | 2.83% | Add +23.3% | 122,458 | $6.0M |
| Essex Financial Services, Inc. | 0.29% | Add +6.5% | 117,367 | $5.8M |
| CreativeOne Wealth, LLC | 0.12% | Reduce -3.6% | 116,054 | $5.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.0% | 103,640 | $5.1M |
| True Wealth Design, LLC | 1.16% | Add +308.0% | 98,469 | $4.9M |
| Wayfinding Financial, LLC | 1.63% | Add +10.9% | 87,314 | $4.3M |
| PAX Financial Group, LLC | 0.59% | Add +9.9% | 80,934 | $4.0M |
| Krilogy Financial LLC | 0.11% | Add +3.1% | 74,681 | $3.7M |
| Hollencrest Capital Management | 0.24% | No change | 73,013 | $3.6M |
| BNP Paribas Financial Markets | 0.00% | Reduce -10.6% | 70,524 | $3.5M |
| &partners | 0.01% | Add +200.2% | 69,139 | $3.4M |
| Avity Investment Management Inc. | 0.21% | Add +101.4% | 67,280 | $3.3M |
| GeoWealth Management, LLC | 0.10% | Add +12.3% | 66,684 | $3.3M |
| Trek Financial, LLC | 0.16% | Add +76.8% | 64,241 | $3.2M |
| Parr McKnight Wealth Management Group, LLC | 0.37% | Add +6.3% | 62,738 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.1% | 61,376 | $3.0M |
| Osaic Holdings, Inc. | 0.00% | Add +490.0% | 53,058 | $2.6M |
| Bank of Montreal | 0.00% | New | 52,843 | $2.6M |
| Smith Partners Wealth Management, LLC | 1.67% | Add +55.2% | 42,428 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +418.9% | 39,288 | $1.9M |
| Jane Street Group, LLC | 0.00% | New | 37,807 | $1.9M |
| TBH Global Asset Management, LLC | 0.33% | Add +203.9% | 36,401 | $1.8M |
| Financial Synergies Wealth Advisors, Inc. | 0.14% | Add +36.0% | 34,472 | $1.7M |
| BAM Wealth Management, LLC | 0.98% | Add +5.1% | 31,740 | $1.6M |
| Security Financial Services, INC. | 0.19% | Reduce -2.7% | 27,257 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | Add +5.7% | 24,570 | $1.2M |
| Mariner, LLC | 0.00% | New | 21,900 | $1.1M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -19.4% | 21,881 | $1.1M |
| Barnes Wealth Management Group, Inc | 0.48% | Add +9.1% | 21,180 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | Add +0.8% | 19,440 | $960K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.2% | 18,837 | $930K |
| Wealth Advisors of Iowa, LLC | 0.22% | Reduce -2.0% | 16,500 | $815K |
| Williams & Novak, LLC | 0.52% | Add +229.6% | 15,822 | $781K |
| Tranquilli Financial Advisor LLC | 0.40% | Add +10.9% | 14,900 | $736K |
| WCG Wealth Advisors LLC | 0.02% | Reduce -4.8% | 13,368 | $660K |
| Milestone Asset Management, LLC | 0.10% | Add +4.5% | 12,905 | $637K |
| Weaver Consulting Group | 0.13% | Reduce -1.6% | 12,712 | $628K |
| SFG Wealth Management, LLC. | 0.22% | New | 12,358 | $610K |
| Mutual Advisors, LLC | 0.01% | Add +0.3% | 10,940 | $540K |
| WealthCare Investment Partners, LLC | 0.13% | Add +34.0% | 10,515 | $519K |
| Truist Financial Corp. | 0.00% | Reduce -7.9% | 9,804 | $484K |
| Emissary Wealth LLC | 0.37% | Add +53.8% | 9,778 | $483K |
| Farther Finance Advisors, LLC | 0.00% | Add +456.1% | 9,515 | $470K |
| Fortis Group Advisors, LLC | 0.07% | No change | 9,302 | $459K |
| Security National Bank of So Dak | 0.20% | New | 8,985 | $444K |
| Composition Wealth, LLC | 0.01% | Reduce -47.3% | 8,957 | $442K |
| Sierra Capital LLC | 0.04% | Add +0.4% | 8,597 | $425K |
| Walkner Condon Financial Advisors LLC | 0.05% | New | 8,520 | $421K |
| Vickerman Investment Advisors, Inc. | 0.08% | Add +5.8% | 8,228 | $406K |
| Axxcess Wealth Management, LLC | 0.01% | New | 7,766 | $383K |
| Schmidt P J Investment Management Inc. | 0.06% | Add +30.5% | 7,734 | $382K |
| Citadel Advisors | 0.00% | Add +12.0% | 7,462 | $368K |
| GatePass Capital, LLC | 0.14% | New | 7,341 | $362K |
| Signal Advisors Wealth, LLC | 0.02% | Add +4.1% | 7,297 | $360K |
| Studio Investment Management LLC | 0.06% | Add +38.4% | 7,259 | $358K |
| Security National Bank of Sioux City Iowa | 0.14% | New | 6,870 | $339K |
| Retirement Planning Group, LLC | 0.01% | No change | 6,164 | $304K |
| Essex Bank | 0.07% | Add +46.0% | 6,134 | $303K |
| Founders Financial Securities LLC | 0.02% | Add +2.5% | 6,133 | $303K |
| Walter & Keenan Wealth Management LLC /in/ | 0.07% | No change | 6,000 | $296K |
| LiftPoint Family Wealth Advisors LLC | 0.20% | Add +8.3% | 5,960 | $294K |
| TD Capital Management LLC | 0.02% | Add +152.8% | 5,837 | $288K |
| Western Wealth Management, LLC | 0.01% | New | 5,383 | $266K |
| Triad Wealth Partners, LLC | 0.01% | New | 5,157 | $250K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -71.2% | 4,658 | $230K |
| Bison Wealth, LLC | 0.02% | No change | 4,663 | $230K |
| Donaldson Capital Management, LLC | 0.01% | No change | 4,557 | $225K |
| Mosaic Financial Group, LLC | 0.14% | Add +1.2% | 4,560 | $225K |
| Advyzon Investment Management, LLC | 0.02% | Reduce -17.9% | 4,519 | $223K |
| Bluespring Wealth Management, LLC | 0.00% | New | 4,500 | $222K |
| Equitable Holdings, Inc. | 0.00% | New | 4,402 | $217K |
| Fiduciary Financial Advisors | 0.02% | New | 4,214 | $208K |
| Fifth Third Bancorp | 0.00% | No change | 2,283 | $113K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 2,250 | $111K |
| Private Trust Co. NA | 0.00% | Add +136.4% | 1,170 | $58K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,077 | $53K |
| Morgan Stanley | 0.00% | Reduce -3.5% | 1,035 | $51K |
| Cornerstone Planning Group LLC | 0.00% | No change | 572 | $28K |
| IFP Advisors, Inc | 0.00% | No change | 550 | $27K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 420 | $21K |
| Jones Financial Companies LLLP | 0.00% | New | 244 | $12K |
| SYM FINANCIAL Corp | 0.00% | New | 166 | $8K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -52.9% | 139 | $7K |
| Register Financial Advisors LLC | 0.00% | No change | 84 | $4K |
| JPMorgan Chase & Co. | 0.00% | Reduce -64.3% | 74 | $4K |
| UBS Group AG | 0.00% | No change | 69 | $3K |
| AE Wealth Management LLC | 0.00% | Add +24.5% | 66 | $3K |
| Rockefeller Capital Management L.P. | 0.00% | New | 32 | $2K |
"% of holder's portfolio" is PMBS's weight in each manager's 13F, not the share of PIMCO MBS Active ETF the manager owns.