DOSSIER · 13F Holders · Q1 2026
PMBS

PIMCO MORTGAGE-BACKED SECURITIES ACTIVE EXCHANGE-TRADED FUND

100 institutions still hold PIMCO MORTGAGE-BACKED SECURITIES ACTIVE EXCHANGE-TRADED FUND as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 72201R569·100 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$1.0B
visible holders
Holders
100
filers reporting
Concentration
39.92%
Allianz Asset Management GmbH #1
top holder share
AI Holders Summary · Q1 2026

100 institutions reported PMBS in Q1 2026. Allianz Asset Management GmbH leads at 39.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Allianz Asset Management GmbH
CIK 0001535323
$413M8.3M0.43%Q1 2026
02
Orgel Wealth Management, LLC
CIK 0001658535
$240M4.9M4.56%Q2 2026
03
CWM, LLC
CIK 0001535847
$63M1.3M0.17%Q1 2026
04
Advocacy Wealth Management, LLC
CIK 0001569452
$53M1.1M2.32%Q1 2026
05
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$49M1.0M0.08%Q2 2026
06
Avidian Wealth Enterprises, LLC
CIK 0001471474
$36M736K1.00%Q2 2026
07
OneDigital Investment Advisors LLC
CIK 0001690370
$30M606K0.29%Q1 2026
08
McNamara Financial Services, Inc.
CIK 0001622431
$23M462K3.93%Q2 2026
09
LPL Financial LLC
CIK 0001403438
$21M425K0.01%Q1 2026
10
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$17M337K0.00%Q1 2026
11
NewEdge Advisors, LLC
CIK 0001633516
$14M281K0.05%Q1 2026
12
Alliance Private Wealth, LLC
CIK 0002109849
$13M270K4.63%Q2 2026
13
Integrated Wealth Concepts LLC
CIK 0001737109
$11M219K0.09%Q1 2026
14
Focus Partners Wealth
CIK 0001542153
$10M205K0.01%Q4 2025
15
Cresta Advisors, Ltd.
CIK 0001947670
$8M172K3.05%Q2 2026
16
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$8M166K0.00%Q1 2026
17
RFG Advisory, LLC
CIK 0001633387
$7M147K0.11%Q2 2026
18
Econ Financial Services Corp
CIK 0001659718
$6M122K2.83%Q2 2026
19
CreativeOne Wealth, LLC
CIK 0001739728
$6M120K0.14%Q1 2026
20
Essex Financial Services, Inc.
CIK 0001315785
$5M110K0.31%Q1 2026
Page 1 of 5
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Insiders at PIMCO MORTGAGE-BACKED SECURITIES ACTIVE EXCHANGE-TRADED FUND
Mitchell Russell WLibauer Robert SHiggins James