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Pimco MBS Active ETF (PMBS)

CUSIP: 72201R569 | NYSE | 146 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Orgel Wealth Management, LLC5,144,104
4.5% of portfolio›$238.0M
Avidian Wealth Enterprises, LLC758,352
1.0% of portfolio›$35.1M
Wealth Enhancement Advisory Services, LLC715,250
0.0% of portfolio›$33.1M
RFG Advisory, LLC286,209
0.2% of portfolio›$13.2M
Alliance Private Wealth, LLC263,353
4.5% of portfolio›$12.2M
True Wealth Design, LLC151,412
1.6% of portfolio›$7.0M
Cresta Advisors, Ltd.140,920
2.8% of portfolio›$6.5M
Econ Financial Services Corp136,028
2.6% of portfolio›$6.3M
Avity Investment Management Inc.84,130
0.2% of portfolio›$3.9M
Trek Financial, LLC78,019
0.2% of portfolio›$3.6M
Krilogy Financial LLC75,429
0.1% of portfolio›$3.5M
Parr Mcknight Wealth Management Group, LLC65,793
0.4% of portfolio›$3.0M
Cambridge Investment Research Advisors, Inc.63,386
0.0% of portfolio›$2.9K
Security Financial Services, Inc.42,389
0.3% of portfolio›$2.0M
Financial Synergies Wealth Advisors, Inc.41,211
0.2% of portfolio›$1.9M
BAM Wealth Management, LLC31,869
0.8% of portfolio›$1.5M
Davenport & Co LLC27,436
0.0% of portfolio›$1.3M
Concurrent Investment Advisors, LLC22,841
0.0% of portfolio›$1.1M
Commonwealth Equity Services, LLC21,485
0.0% of portfolio›$994.1K
Kestra Advisory Services, LLC21,245
0.0% of portfolio›$983.0K
Williams & Novak Wealth Management, LLC15,412
0.4% of portfolio›$713.1K
Schmidt P J Investment Management Inc14,133
0.1% of portfolio›$653.9K
Milestone Asset Management, LLC13,354
0.1% of portfolio›$617.9K
Walkner Condon Financial Advisors LLC12,150
0.1% of portfolio›$562.2K
Weaver Consulting Group10,462
0.1% of portfolio›$484.1K
Studio Investment Management LLC10,378
0.1% of portfolio›$480.2K
Truist Financial Corp9,794
0.0% of portfolio›$453.2K
Farther Finance Advisors, LLC8,781
0.0% of portfolio›$406.3K
Axxcess Wealth Management, LLC7,994
0.0% of portfolio›$369.9K
Signal Advisors Wealth, LLC7,866
0.0% of portfolio›$363.9K
Retirement Planning Group, LLC6,164
0.0% of portfolio›$285.2K
Essex Bank6,134
0.1% of portfolio›$283.8K
Baker Ellis Asset Management LLC5,000
0.0% of portfolio›$231.4K
Bison Wealth, LLC4,663
0.0% of portfolio›$215.7K
New England Capital Financial Advisors LLC803
0.0% of portfolio›$37.2K
Private Trust Co NA688
0.0% of portfolio›$31.8K
IFP Advisors, Inc550
0.0% of portfolio›$25.4K
Capital Investment Advisory Services, LLC420
0.0% of portfolio›$19.4K
Creative Financial Designs Inc219
0.0% of portfolio›$10.1K
Register Financial Advisors LLC84
0.0% of portfolio›$3.9K
Assetmark, Inc20
0.0% of portfolio›$925
StyleTurnoverLocationFiled
Orgel Wealth Management, LLC
5,144,104$238.0M4.5%ETFMediumAltoona, WI2026-10-14
Avidian Wealth Enterprises, LLC
758,352$35.1M1.0%ETFLowHouston, TX2026-10-08
Wealth Enhancement Advisory Services, LLC
715,250$33.1M0.0%CoreLowPlymouth, MN2026-10-13
RFG Advisory, LLC
286,209$13.2M0.2%ETFMediumBirmingham, AL2026-11-03
Alliance Private Wealth, LLC
263,353$12.2M4.5%ETFVery LowNorth Reading, MA2026-10-20
True Wealth Design, LLC
151,412$7.0M1.6%ETFMediumAkron, OH2026-10-13
Cresta Advisors, Ltd.
140,920$6.5M2.8%ETFVery LowLaredo, TX2026-10-14
Econ Financial Services Corp
136,028$6.3M2.6%YieldVery HighHarrisburg, PA2026-10-19
Avity Investment Management Inc.
84,130$3.9M0.2%GrowthLowGreenwich, CT2026-10-09
Trek Financial, LLC
78,019$3.6M0.2%ETFHighScottsdale, AZ2026-10-29
Krilogy Financial LLC
75,429$3.5M0.1%GrowthLowSt. Louis, MO2026-10-13
Parr Mcknight Wealth Management Group, LLC
65,793$3.0M0.4%CoreMediumMinneapolis, MN2026-10-30
Cambridge Investment Research Advisors, Inc.
63,386$2.9K0.0%ETFLowFairfield, IA2026-11-02
Security Financial Services, Inc.
42,389$2.0M0.3%ETFMediumFort Wayne, IN2026-10-29
Financial Synergies Wealth Advisors, Inc.
41,211$1.9M0.2%ETFVery LowHouston, TX2026-10-16
BAM Wealth Management, LLC
31,869$1.5M0.8%ETFHighLakewood, CO2026-10-15
Davenport & Co LLC
27,436$1.3M0.0%CoreMediumRichmond, VA2026-10-14
Concurrent Investment Advisors, LLC
22,841$1.1M0.0%GrowthMediumTampa, FL2026-10-16
Commonwealth Equity Services, LLC
21,485$994.1K0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
21,245$983.0K0.0%CoreLowAustin, TX2026-11-02
Williams & Novak Wealth Management, LLC
15,412$713.1K0.4%ETFMediumWestlake Village, CA2026-10-09
Schmidt P J Investment Management Inc
14,133$653.9K0.1%GrowthVery LowCedarburg, WI2026-11-02
Milestone Asset Management, LLC
13,354$617.9K0.1%GrowthHighPittsburgh, PA2026-10-15
Walkner Condon Financial Advisors LLC
12,150$562.2K0.1%ETFLowVerona, WI2026-11-02
Weaver Consulting Group
10,462$484.1K0.1%ETFLowHuntington Beach, CA2026-10-07
Studio Investment Management LLC
10,378$480.2K0.1%ETFLowChicago, IL2026-10-22
Truist Financial Corp
9,794$453.2K0.0%CoreLowCharlotte, NC2026-10-30
Farther Finance Advisors, LLC
8,781$406.3K0.0%IndexLowSan Francisco, CA2026-10-08
Axxcess Wealth Management, LLC
7,994$369.9K0.0%CoreLowCarlsbad, CA2026-10-21
Signal Advisors Wealth, LLC
7,866$363.9K0.0%ETFLowDetroit, MI2026-10-13
Retirement Planning Group, LLC
6,164$285.2K0.0%ETFVery LowLeawood, KS2026-10-19
Essex Bank
6,134$283.8K0.1%CoreLowEssex, CT2026-10-16
Baker Ellis Asset Management LLC
5,000$231.4K0.0%GARPVery LowVancouver, WA2026-10-14
Bison Wealth, LLC
4,663$215.7K0.0%GrowthMediumAtlanta, GA2026-10-13
New England Capital Financial Advisors LLC
803$37.2K0.0%ETFLowMeriden, CT2026-11-03
Private Trust Co NA
688$31.8K0.0%CoreLowCleveland, OH2026-10-20
IFP Advisors, Inc
550$25.4K0.0%GrowthLowTampa, FL2026-10-16
Capital Investment Advisory Services, LLC
420$19.4K0.0%CoreMediumRaleigh, NC2026-10-30
Creative Financial Designs Inc
219$10.1K0.0%ETFMediumKokomo, IN2026-11-04
Register Financial Advisors LLC
84$3.9K0.0%GARPLowAtlanta, GA2026-10-23
Assetmark, Inc
20$9250.0%ETFLowConcord, CA2026-10-21