13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
PMBS

PIMCO MORTGAGE-BACKED SECURITIES ACTIVE EXCHANGE-TRADED FUND

99 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 72201R569·99 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.3%
vs prior quarter
13F value held
$994M
70.0% inst. owned
of float
Holders
99
+45 QoQ
filers reporting
Activity
+91 / −46
+803 added · −715 reduced
this quarter
Concentration
41.60%
Allianz Asset Management GmbH #1
top holder share
AI Holders Summary · Q1 2026

99 institutions reported PMBS in Q1 2026. Allianz Asset Management GmbH leads at 41.6% of the visible book. +45 net new institutions vs prior quarter — accumulation reading.

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 202602
Orgel Wealth Management, LLC
CIK 0001658535
$239M4.8M5.15%Q1 202603
CWM, LLC
CIK 0001535847
$63M1.3M0.17%Q1 202604
Advocacy Wealth Management, LLC
CIK 0001569452
$53M1.1M2.32%Q1 202605
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$45M898K0.09%Q1 202606
OneDigital Investment Advisors LLC
CIK 0001690370
$30M606K0.29%Q1 202607
McNamara Financial Services, Inc.
CIK 0001622431
$22M444K4.17%Q1 202608
LPL Financial LLC
CIK 0001403438
$21M425K0.01%Q1 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$17M337K0.00%Q1 202610
Alliance Private Wealth, LLC
CIK 0002109849
$14M289K5.15%Q1 202611
NewEdge Advisors, LLC
CIK 0001633516
$14M281K0.05%Q1 202612
Integrated Wealth Concepts LLC
CIK 0001737109
$11M219K0.09%Q1 202613
Focus Partners Wealth
CIK 0001542153
$10M205K0.01%Q4 202514
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$8M166K0.00%Q1 202615
Cresta Advisors, Ltd.
CIK 0001947670
$8M162K3.28%Q1 202616
CreativeOne Wealth, LLC
CIK 0001739728
$6M120K0.14%Q1 202617
Essex Financial Services, Inc.
CIK 0001315785
$5M110K0.31%Q1 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M104K0.01%Q1 202619
Econ Financial Services Corp
CIK 0001659718
$5M99K2.29%Q1 202620
Cetera Investment Advisers
CIK 0001666741
$4M88K0.00%Q1 2026
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