PMBS PIMCO ETF TR
FollowMTG BKD SECS ACT (fund)
Filings received so far for Q3 2026: 10 13F filers report a position in PMBS shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Avidian Wealth Enterprises, LLC | 758,352 | $35.1M | 0.98% | +22,767 | 13F-HRTimeline |
| WEALTH ENHANCEMENT ADVISORY SERVICES, L… | 715,250 | $33.1M | 0.05% | -292,739 | 13F-HRTimeline |
| True Wealth Design, LLC | 151,412 | $7.01M | 1.65% | +52,943 | 13F-HRTimeline |
| AVITY INVESTMENT MANAGEMENT INC. | 84,130 | $3.89M | 0.24% | +16,850 | 13F-HRTimeline |
| Krilogy Financial LLC | 75,429 | $3.49M | 0.1% | +748 | 13F-HRTimeline |
| Williams & Novak Wealth Management, LLC | 15,412 | $713K | 0.43% | -410 | 13F-HRTimeline |
| Weaver Consulting Group | 10,462 | $484K | 0.09% | -2,250 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 8,781 | $406K | <0.01% | -734 | 13F-HRTimeline |
| Signal Advisors Wealth, LLC | 7,866 | $364K | 0.02% | +569 | 13F-HRTimeline |
| Bison Wealth, LLC | 4,663 | $216K | 0.02% | 0 | 13F-HRTimeline |