PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS)
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) is listed on Nasdaq, where it has traded since July 31, 1997.
- Listed On
- Nasdaq
- Listed Since
- July 31, 1997
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 107 institutions reported holding PMBS, with 24.6 million shares worth $1.2 billion in aggregate. The largest reported holder was Allianz Asset Management GMBH, with 9.7 million shares worth $481.2 million. Of the 5 largest holders listed below, all 5 added shares during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Allianz Asset Management GMBH | 9,745,440 | $481M | Added 16.95% |
| Orgel Wealth Management | 4,870,198 | $240M | Added 1.05% |
| Advocacy Wealth Management | 1,089,742 | $54M | Added 2.93% |
| Wealth Enhancement Advisory Services | 1,007,989 | $49M | Added 12.23% |
| Lpl Financial | 813,674 | $40M | Added 91.58% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is PMBS?
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) is listed on Nasdaq, where it has traded since July 31, 1997.
Who are the largest institutional holders of PMBS?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of PMBS were Allianz Asset Management GMBH, Orgel Wealth Management and Advocacy Wealth Management.
How many institutions own PMBS?
107 institutions reported a position in PMBS for the quarter ended June 30, 2026, worth $1.2 billion in total.
Did institutions buy or sell PMBS last quarter?
Of the 5 largest reported holders, all 5 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for PMBS.
Every reported institutional holder, plus insider and congressional trades in PMBS, on SentiSense.