98 tracked 13F filers disclose a position in PMBS as of the latest SEC 13F filings, a combined $1.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Allianz Asset Management GmbH | $413.3M | 8.3M | ▲+18% Added · +1.3M sh | Q1 2026 | |
| 2 | Orgel Wealth Management, LLC | $240.5M | 4.9M | ▲+1.1% Added · +51K sh | Q2 2026 | |
| 3 | CWM, LLC | $62.8M | 1.3M | ▲+140% Added · +739K sh | Q1 2026 | |
| 4 | Advocacy Wealth Management, LLC | $53.8M | 1.1M | ▲+2.9% Added · +31K sh | Q2 2026 | |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $49.4M | 1.0M | ▲+12% Added · +110K sh | Q2 2026 | |
| 6 | Avidian Wealth Enterprises, LLC | $36.3M | 736K | ▲New +736K sh | Q2 2026 | |
| 7 | OneDigital Investment Advisors LLC | $30.0M | 606K | ▲+43% Added · +183K sh | Q1 2026 | |
| 8 | McNamara Financial Services, Inc. | $22.8M | 462K | ▲+3.9% Added · +17K sh | Q2 2026 | |
| 9 | LPL Financial LLC | $21.1M | 425K | ▲+44% Added · +129K sh | Q1 2026 | |
| 10 | NewEdge Advisors, LLC | $19.1M | 388K | ▲+38% Added · +106K sh | Q2 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $16.7M | 337K | ▲+343% Added · +261K sh | Q1 2026 | |
| 12 | Alliance Private Wealth, LLC | $13.3M | 270K | ▼−6.4% Reduced · −19K sh | Q2 2026 | |
| 13 | Focus Partners Wealth | $13.3M | 268K | ▲+31% Added · +63K sh | Q1 2026 | |
| 14 | Integrated Wealth Concepts LLC | $12.9M | 262K | ▲+19% Added · +43K sh | Q2 2026 | |
| 15 | Spectrum Investment Advisors, Inc. | $12.4M | 251K | ▲New +251K sh | Q2 2026 | |
| 16 | Cresta Advisors, Ltd. | $8.5M | 172K | ▲+6.3% Added · +10K sh | Q2 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $8.2M | 166K | ▼−4.3% Reduced · −7K sh | Q1 2026 | |
| 18 | RFG Advisory, LLC | $7.3M | 147K | ▲+190% Added · +96K sh | Q2 2026 | |
| 19 | Econ Financial Services Corp | $6.0M | 122K | ▲+23% Added · +23K sh | Q2 2026 | |
| 20 | Essex Financial Services, Inc. | $5.8M | 117K | ▲+6.5% Added · +7K sh | Q2 2026 | |
| 21 | CreativeOne Wealth, LLC | $5.7M | 116K | ▼−3.6% Reduced · −4K sh | Q2 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $5.1M | 104K | ▲+143% Added · +61K sh | Q1 2026 | |
| 23 | True Wealth Design, LLC | $4.9M | 98K | ▲+308% Added · +74K sh | Q2 2026 | |
| 24 | Cetera Investment Advisers | $4.4M | 88K | ▲+683% Added · +77K sh | Q1 2026 | |
| 25 | PAX Financial Group, LLC | $4.0M | 81K | ▲+9.9% Added · +7K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in PMBS and 21 added to an existing one, while 5 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 39 funds | $4.3B |
| MICROSOFT CORPMSFT | 38 funds | $4.9B |
| APPLE INCAAPL | 37 funds | $6.9B |
| ALPHABET INC-CL AGOOGL | 37 funds | $3.6B |
| VANGUARD S&P 500 ETFVOO | 37 funds | $2.9B |
| ALPHABET INC-CL CGOOG | 37 funds | $2.6B |
| META PLATFORMS INC-CLASS AMETA | 37 funds | $2.5B |
| JPMORGAN CHASE & COJPM | 37 funds | $2.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 37 funds | $1.8B |
| NVIDIA CORPNVDA | 36 funds | $8.8B |
| BROADCOM INCAVGO | 36 funds | $2.6B |
| VISA INC-CLASS A SHARESV | 36 funds | $790.0M |
Ranked by how many of PMBS's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| MINTcs | 686 funds | $11.1B |
| PYLDmc | 638 funds | $10.8B |
| BONDmc | 492 funds | $6.1B |
| MUNIcs | 415 funds | $2.2B |
| HYSmc | 246 funds | $850.2M |
| SMMUcs | 187 funds | $825.6M |
| CORPmc | 178 funds | $1.3B |
| LDURmc | 173 funds | $1.2B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for PMBS
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PMBS/capital-change-brief"
Use Arkolith's capital_change_brief for PMBS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for PMBS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.