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Disclosery

PMBS PIMCO ETF TR

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MTG BKD SECS ACT (fund)

35 managers (35 13F filers) reported a position in PMBS shares at 2025-03-31, 9,734,192 shares in all. 10 filers opened a position and 4 filers sold out during the quarter.

Managers
35
13F filers
35
New
10
Added
6
Reduced
10
Sold out
4
Shares held by filers
9,734,192

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Orgel Wealth Management, LLC4,325,944$212M5.51%+1,473,53713F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE2,881,273$141M0.21%new13F-HRTimelineGroup
Advocacy Wealth Management, LLC1,213,019$59.5M4.05%new13F-HRTimeline
LPL Financial LLC278,745$13.7M0.01%+136,35913F-HRTimeline
Wealthspire Advisors, LLC142,589$7M0.04%+9,87713F-HRTimeline
Cresta Advisors, Ltd.138,330$6.79M3.52%-18,64713F-HRTimeline
OneDigital Investment Advisors LLC134,360$6.59M0.08%013F-HRTimeline
SkyView Investment Advisors, LLC134,360$6.59M0.99%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC106,677$5.24M0.01%-7,39613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT73,013$3.58M0.16%013F-HRTimeline
Cambridge Investment Research Advisors,…51,455$2.52M0.01%-1,31613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC49,781$2.44M<0.01%-294,35613F-HRTimelineGroup
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC35,870$1.76M0.46%new13F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC32,100$1.58M0.05%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC31,155$1.53M<0.01%new13F-HRTimelineGroup
Maridea Wealth Management LLC18,518$909K0.3%new13F-HRTimeline
Authentikos Wealth Advisory, LLC17,367$852K0.67%new13F-HR/ATimeline
Mutual Advisors, LLC10,810$526K0.02%new13F-HRTimeline
Weaver Consulting Group9,062$445K0.13%-19513F-HRTimeline
Sierra Capital LLC8,426$414K0.05%-27613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,083$397K<0.01%-38813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,362$361K<0.01%+1,14913F-HR/ATimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,587$323K0.02%new13F-HRTimelineGroup
Blue Oak Capital, LLC5,035$247K0.14%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,020$246K<0.01%-38813F-HRTimelineGroup
Cetera Investment Advisers4,623$227K<0.01%-9413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,659$81.4K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.844$41.4K<0.01%+38913F-HRTimelineGroup
CWM, LLCin group CWM, LLC560$27K<0.01%+713F-HRTimelineGroup
IFP Advisors, Inc550$27K<0.01%013F-HRTimeline
NewEdge Advisors, LLC485$23.8K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\445$21.8K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG69$3.39K<0.01%-1,98313F-HRTimelineGroup
AllSquare Wealth Management LLC16$785<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.