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Disclosery

PMBS PIMCO ETF TR

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MTG BKD SECS ACT (fund)

50 managers (50 13F filers) reported a position in PMBS shares at 2025-09-30, 15,064,660 shares in all. 17 filers opened a position and 7 filers sold out during the quarter.

Managers
50
13F filers
50
New
17
Added
22
Reduced
6
Sold out
7
Shares held by filers
15,064,660

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Allianz Asset Management GmbHin group Allianz SE5,370,583$267M0.33%+1,991,62713F-HRTimelineGroup
Orgel Wealth Management, LLC4,486,329$223M5.08%+90,71813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,561,056$77.3M0.12%new13F-HRTimeline
Advocacy Wealth Management, LLC1,338,372$66.5M2.88%+30,30713F-HRTimeline
CWM, LLCin group CWM, LLC503,242$25M0.08%+425,17613F-HRTimelineGroup
LPL Financial LLC239,461$11.9M<0.01%+5,08213F-HRTimeline
Integrated Wealth Concepts LLC224,950$11.2M0.1%new13F-HRTimeline
OneDigital Investment Advisors LLC215,091$10.7M0.11%+80,73113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC161,906$8.04M<0.01%+6,19413F-HRTimelineGroup
Cresta Advisors, Ltd.153,403$7.62M3.4%+17,29813F-HRTimeline
Wealthspire Advisors, LLC130,885$6.5M0.03%-6,86613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT73,013$3.63M0.13%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC61,907$3.07M0.08%+13,57613F-HRTimelineGroup
Cambridge Investment Research Advisors,…56,366$2.8M0.01%+4,16513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC52,606$2.61M<0.01%+23,89113F-HRTimelineGroup
PAX Financial Group, LLC50,692$2.52M0.45%+25,06513F-HRTimeline
NewEdge Advisors, LLC45,336$2.25M0.01%+44,85113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.37,868$1.88M0.11%+12,52813F-HRTimelineGroup
GeoWealth Management, LLC34,592$1.72M0.06%+14,70013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC33,445$1.66M<0.01%-1,65813F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC30,225$1.5M0.38%-4,45713F-HRTimelineGroup
BAM Wealth Management, LLC20,812$1.03M0.8%13F-HRTimeline
Maridea Wealth Management LLC18,007$900K0.14%+73513F-HRTimeline
Authentikos Wealth Advisory, LLC17,522$870K0.58%-17513F-HR/ATimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …16,816$835K0.11%new13F-HRTimeline
Barnes Wealth Management Group, Inc13,523$672K0.37%new13F-HRTimeline
Composition Wealth, LLC13,259$658K0.01%new13F-HRTimeline
Weaver Consulting Group12,912$641K0.16%+5013F-HRTimeline
Financial Synergies Wealth Advisors, In…11,836$588K0.06%new13F-HRTimeline
Mutual Advisors, LLC10,836$541K0.01%+1413F-HRTimeline
Security Financial Services, INC.9,966$495K0.08%new13F-HRTimeline
Sierra Capital LLC8,494$422K0.05%+3613F-HRTimeline
Cetera Investment Advisers8,330$414K<0.01%+1,68213F-HRTimeline
DAVENPORT & Co LLC6,753$335K<0.01%new13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC6,739$335K0.06%new13F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC5,750$286K0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,351$266K<0.01%+1,09013F-HRTimelineGroup
Trek Financial, LLC5,329$265K0.02%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,548$176K<0.01%+1,22713F-HRTimelineGroup
Strategic Wealth Partners, Ltd.2,879$143K0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,456$72.3K<0.01%-20313F-HR/ATimelineGroup
TD Capital Management LLC1,146$56.9K0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,054$52.4K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc550$27.3K<0.01%013F-HR/ATimeline
MAI Capital Management164$8.14K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC136$6.75K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG69$3.43K<0.01%013F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.65$3.23K<0.01%new13F-HR/ATimeline
AllSquare Wealth Management LLC16$795<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14$695<0.01%-3,08613F-HR/ATimelineGroup