DOSSIER · 13F Holders · Q2 2026
PMBS

PIMCO MORTGAGE-BACKED SECURITIES ACTIVE EXCHANGE-TRADED FUND

111 institutions still hold PIMCO MORTGAGE-BACKED SECURITIES ACTIVE EXCHANGE-TRADED FUND as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 72201R569·111 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1.2B
visible holders
Holders
111
filers reporting
Concentration
41.46%
Allianz Asset Management GmbH #1
top holder share
AI Holders Summary · Q2 2026

111 institutions reported PMBS in Q2 2026. Allianz Asset Management GmbH leads at 41.5% 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
$481M9.7M0.39%Q2 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
$54M1.1M1.96%Q2 2026
05
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$49M1.0M0.08%Q2 2026
06
LPL Financial LLC
CIK 0001403438
$40M814K0.01%Q2 2026
07
Avidian Wealth Enterprises, LLC
CIK 0001471474
$36M736K1.00%Q2 2026
08
OneDigital Investment Advisors LLC
CIK 0001690370
$35M709K0.30%Q2 2026
09
McNamara Financial Services, Inc.
CIK 0001622431
$23M462K3.93%Q2 2026
10
Focus Partners Wealth
CIK 0001542153
$20M414K0.02%Q2 2026
11
NewEdge Advisors, LLC
CIK 0001633516
$19M388K0.06%Q2 2026
12
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$15M310K0.00%Q2 2026
13
Horizon Investments, LLC
CIK 0001560717
$15M302K0.16%Q2 2026
14
Alliance Private Wealth, LLC
CIK 0002109849
$13M270K4.63%Q2 2026
15
Integrated Wealth Concepts LLC
CIK 0001737109
$13M262K0.06%Q2 2026
16
Spectrum Investment Advisors, Inc.
CIK 0001856042
$12M251K5.06%Q2 2026
17
Cresta Advisors, Ltd.
CIK 0001947670
$8M172K3.05%Q2 2026
18
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$8M154K0.00%Q2 2026
19
RFG Advisory, LLC
CIK 0001633387
$7M147K0.11%Q2 2026
20
Cetera Investment Advisers
CIK 0001666741
$7M142K0.01%Q2 2026
Page 1 of 6
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Insiders at PIMCO MORTGAGE-BACKED SECURITIES ACTIVE EXCHANGE-TRADED FUND
Mitchell Russell WLibauer Robert SHiggins James