PMBS institutional holders

PIMCO ETF TR · 13F, 2026Q2

Managers holding106
Shares held24,657,999
Reported value$1.2bn
Quarter flows18 new, 56 added, 19 trimmed, 10 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Allianz Asset Management GmbH9,745,440$481.2m0.4%
Orgel Wealth Management, LLC4,870,198$240.5m5.2%
Advocacy Wealth Management, LLC1,089,742$53.8m2.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,007,989$49.4m0.1%
LPL Financial LLC813,674$40.2m0.0%
Avidian Wealth Enterprises, LLC735,585$36.3m1.0%
OneDigital Investment Advisors LLC708,959$35.0m0.3%
McNamara Financial Services, Inc.461,740$22.8m3.9%
Focus Partners Wealth414,439$20.5m0.0%
NewEdge Advisors, LLC387,779$19.1m0.1%
ENVESTNET ASSET MANAGEMENT INC309,549$15.3m0.0%
Horizon Investments, LLC302,343$14.8m0.2%
Alliance Private Wealth, LLC270,165$13.3m4.6%
Integrated Wealth Concepts LLC261,632$12.9m0.1%
Spectrum Investment Advisors, Inc.250,856$12.4m5.1%
FOSTER & MOTLEY INC201,422$9.9m0.5%
Cresta Advisors, Ltd.171,795$8.5m3.0%
RAYMOND JAMES FINANCIAL INC154,442$7.6m0.0%
RFG Advisory, LLC146,964$7.3m0.1%
Cetera Investment Advisers142,244$7.0m0.0%
Cambridge Investment Research Advisors, Inc.122,752$6.1m0.0%
Econ Financial Services Corp122,458$6.0m2.8%
Essex Financial Services, Inc.117,367$5.8m0.3%
CreativeOne Wealth, LLC116,054$5.7m0.1%
COMMONWEALTH EQUITY SERVICES, LLC103,640$5.1m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("PMBS"). PMBS price history · All 13F data

Get a free API keySee history bundlesDownload free samples