PMBS

PIMCO MBS ACTIVE ETF
USCUSIP 72201R569
Institutional Owners
25
+6 QoQ
13F Value Held
$455.8M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)21 adding · 3 trimming
Insider net (180d)+$0
Price history not yet available for PMBS.

Top institutional holders

25 13F filers
#FundPosition valueSharesLast moveAs of
1Orgel Wealth Management, LLC
$239.0M
4.82MAddedQ1 2026
2Advocacy Wealth Management, LLC
$63.6M
1.28MNewQ4 2025
3CWM, LLC
$62.8M
1.27MAddedQ1 2026
4WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$44.5M
898.1KReducedQ1 2026
5NewEdge Advisors, LLC
$14.0M
281.5KNewQ1 2026
6Integrated Wealth Concepts LLC
$10.9M
218.9KReducedQ1 2026
7Essex Financial Services, Inc.
$5.5M
110.2KAddedQ1 2026
8GeoWealth Management, LLC
$2.9M
59.4KNewQ1 2026
9RFG Advisory, LLC
$2.5M
50.6KAddedQ1 2026
10Trek Financial, LLC
$1.8M
36.3KAddedQ1 2026
11DAVENPORT & Co LLC
$1.2M
23.2KAddedQ1 2026
12&PARTNERS
$1.1M
23.0KNewQ1 2026
13Kestra Advisory Services, LLC
$957K
19.3KAddedQ1 2026
14Envestnet Portfolio Solutions, Inc.
$923K
18.6KAddedQ1 2026
15Composition Wealth, LLC
$843K
17.0KAddedQ1 2026
16UNITED CAPITAL FINANCIAL ADVISORS, LLC
$802K
16.2KNewQ1 2026
17CreativeOne Wealth, LLC
$678K
13.7KReducedQ1 2026
18Mutual Advisors, LLC
$541K
10.9KAddedQ1 2026
19CITADEL ADVISORS LLC
$331K
6.7KNewQ1 2026
20Gateway Wealth Partners, LLC
$326K
6.6KNewQ1 2026
21Retirement Planning Group, LLC
$306K
6.2KNewQ1 2026
22HUNTINGTON NATIONAL BANK
$299K
6.0KAddedQ1 2026
23IFP Advisors, Inc
$27K
550NewQ1 2026
24Rockefeller Capital Management L.P.
$23K
459NewQ4 2025
25MAI Capital Management
$8K
164HeldQ1 2026

Fund activity — latest quarter

Opened (NEW)
10
funds
Added
11
funds
Reduced
3
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

23 funds+22 since Q2 2025
01223Q2 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $398M

Funds that own PMBS also own

CompanyCo-held byCombined value
ISHARES TRIVV25 funds$13.3B
APPLE INCAAPL25 funds$9.5B
MICROSOFT CORPMSFT25 funds$8.0B
AMAZON.COM INCAMZN25 funds$6.7B
STATE STREETSPY25 funds$5.8B
ALPHABET INCGOOGL25 funds$5.5B
META PLATFORMS INCMETA25 funds$3.4B
ALPHABET INCGOOG25 funds$3.1B
ISHARES TRAGG25 funds$2.8B
JOHNSON & JOHNSONJNJ25 funds$2.4B
ISHARES TRQUAL25 funds$2.2B
VANGUARD VALUEVTV25 funds$2.0B

Ranked by how many of PMBS's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.