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Disclosery

PMBS PIMCO ETF TR

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MTG BKD SECS ACT (fund)

96 managers (98 13F filers) reported a position in PMBS shares at 2026-03-31, 21,674,273 shares in all. 35 filers opened a position and 7 filers sold out during the quarter.

Managers
96
13F filers
98
New
35
Added
42
Reduced
11
Sold out
7
Shares held by filers
21,674,273

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Allianz Asset Management GmbHin group Allianz SE8,332,736$413M0.48%+1,292,77813F-HRTimelineGroup
Orgel Wealth Management, LLC4,819,490$239M5.15%+89,48813F-HRTimeline
CWM, LLCin group CWM, LLC1,265,828$62.8M0.17%+738,88713F-HRTimelineGroup
Advocacy Wealth Management, LLC1,058,736$52.5M2.32%-220,57913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…898,129$44.5M0.1%-710,29013F-HRTimeline
OneDigital Investment Advisors LLC605,723$30M0.29%+183,04513F-HRTimeline
McNamara Financial Services, Inc.444,488$22M4.17%+9,32813F-HRTimeline
LPL Financial LLC424,707$21.1M0.01%+129,13613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding355,708$17.6M+274,649Timeline
Horizon Investments, LLC302,415$14.9M0.17%new13F-HRTimeline
Alliance Private Wealth, LLC288,729$14.3M5.15%+4,40713F-HRTimeline
NewEdge Advisors, LLC281,470$14M0.05%+169,99913F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth268,498$13.3M0.01%+63,01813F-HRTimelineGroup
Integrated Wealth Concepts LLC218,941$10.9M0.09%-19,85713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC166,074$8.24M<0.01%-7,44513F-HRTimelineGroup
Cresta Advisors, Ltd.161,628$8.02M3.28%+3,29313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC120,373$5.97M0.14%+30,43913F-HRTimelineGroup
Essex Financial Services, Inc.group of 2 filers holding114,419$5.68M+30,897Timeline
COMMONWEALTH EQUITY SERVICES, LLC103,661$5.14M0.01%+60,92413F-HRTimeline
Econ Financial Services Corp99,334$4.93M2.29%+43,42413F-HRTimeline
Cetera Investment Advisers87,981$4.36M<0.01%+76,74513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS78,909$3.91M<0.01%new13F-HRTimelineGroup
Wayfinding Financial, LLC78,746$3.9M1.7%+24,12613F-HRTimeline
PAX Financial Group, LLC73,611$3.65M0.62%+11,07313F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT73,013$3.62M0.13%013F-HRTimeline
Krilogy Financial LLC72,410$3.61M0.12%new13F-HRTimeline
Cambridge Investment Research Advisors,…59,531$2.95M0.01%+4,17113F-HRTimeline
GeoWealth Management, LLC59,365$2.94M0.11%+11,14313F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …59,047$2.93M0.38%+31,26813F-HRTimeline
RFG Advisory, LLC50,594$2.51M0.05%+35,99313F-HRTimeline
Trek Financial, LLC36,345$1.8M0.1%+17,23513F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.33,400$1.66M0.12%new13F-HRTimeline
BAM Wealth Management, LLC30,193$1.5M1.12%+2,92013F-HRTimeline
Security Financial Services, INC.28,009$1.39M0.22%+8,15813F-HRTimeline
Smith Partners Wealth Management, LLC27,340$1.36M1.21%+10,41713F-HRTimeline
Wealthspire Advisors, LLC27,151$1.35M0.01%-37,84213F-HRTimeline
FOSTER & MOTLEY INC26,825$1.33M0.07%new13F-HRTimeline
Financial Synergies Wealth Advisors, In…25,338$1.26M0.12%+6,84913F-HRTimeline
True Wealth Design, LLC24,135$1.2M0.33%new13F-HRTimeline
DAVENPORT & Co LLC23,245$1.15M0.01%+14,36913F-HRTimeline
&PARTNERS23,029$1.14M0.01%new13F-HRTimeline
Barnes Wealth Management Group, Inc19,414$963K0.49%+5,60613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,296$957K<0.01%+15,59613F-HRTimelineGroup
Composition Wealth, LLC17,003$843K0.01%+2,59613F-HRTimeline
Wealth Advisors of Iowa, LLC16,833$835K0.26%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…16,185$802K<0.01%new13F-HRTimelineGroup
WCG Wealth Advisors LLC14,042$696K0.02%+413F-HRTimeline
Tranquilli Financial Advisor LLC13,439$667K0.39%new13F-HRTimeline
Weaver Consulting Group12,912$640K0.15%013F-HRTimeline
TBH Global Asset Management, LLC11,979$621K0.13%new13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC12,350$613K0.11%+2,61613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,662$578K<0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC10,907$541K0.01%+1213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,648$528K<0.01%-64013F-HRTimelineGroup
Fortis Group Advisors, LLC9,302$461K0.08%-1,46013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,993$446K<0.01%+8,12213F-HRTimelineGroup
Sierra Capital LLC8,563$425K0.05%+3313F-HRTimeline
WealthCare Investment Partners, LLC7,845$389K0.11%new13F-HRTimeline
Vickerman Investment Advisors, Inc.7,779$386K0.08%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,572$376K<0.01%new13F-HRTimelineGroup
Crown Wealth Group, LLC7,530$373K0.11%new13F-HRTimeline
Signal Advisors Wealth, LLC7,008$348K0.02%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,664$331K<0.01%new13F-HRTimelineGroup
Gateway Wealth Partners, LLC6,577$326K0.01%new13F-HRTimeline
Emissary Wealth LLC6,356$315K0.3%new13F-HRTimeline
Retirement Planning Group, LLC6,164$306K0.01%new13F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…6,000$298K0.08%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC5,984$297K0.02%new13F-HR/ATimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC5,926$294K0.05%new13F-HRTimeline
Advyzon Investment Management, LLC5,503$273K0.02%new13F-HRTimeline
LiftPoint Family Wealth Advisors LLC5,503$273K0.23%-6013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC5,246$260K0.05%+1,17113F-HR/ATimeline
Williams & Novak Wealth Management, LLC4,800$237K0.18%new13F-HRTimeline
Bison Wealth, LLC4,663$230K0.02%new13F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC4,557$226K0.01%-1,19313F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC4,507$224K0.16%new13F-HRTimeline
TD Capital Management LLC2,309$115K0.01%+44513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,283$113K<0.01%new13F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…2,250$112K0.02%013F-HRTimeline
ADVISORTRUST PARTNERS, LLC2,042$101K0.04%new13F-HRTimeline
Farther Finance Advisors, LLC1,711$84.6K<0.01%+1,50213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,073$53.3K<0.01%-1013F-HRTimelineGroup
Cornerstone Planning Group LLC572$28.2K<0.01%new13F-HRTimeline
IFP Advisors, Inc550$27.3K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA495$24.6K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…420$20.8K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\369$18.3K<0.01%new13F-HRTimelineGroup
Strategic Wealth Partners, Ltd.295$14.6K<0.01%+1813F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…260$12.9K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO207$10.2K<0.01%-22813F-HR/ATimelineGroup
MAI Capital Management164$8.13K<0.01%013F-HRTimeline
Register Financial Advisors LLC84$4.17K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG69$3.42K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC53$2.63K<0.01%+3613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN41$2.03K<0.01%new13F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC10$496<0.01%013F-HRTimelineGroup