PIMCO ETF Trust - PMBS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Allianz Asset Management GmbH | History | Added to | 7,039,958 | 349,850 | 0.35% | 0.3% | 1 | +1,669,375 | 31.08% | Q4 2025 | Feb 11, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 4,730,002 | 235,057 | 5.19% | 5.08% | 2 | +243,673 | 5.43% | Q4 2025 | Jan 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,608,419 | 80,034 | 0.11% | 0.12% | 3 | +47,363 | 3.03% | Q4 2025 | Jan 08, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 1,279,315 | 63,575 | 2.66% | 2.88% | 4 | -59,057 | -4.41% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 526,941 | 26,186 | 0.07% | 0.08% | 5 | +23,699 | 4.71% | Q4 2025 | Jan 26, 2026 |
| McNamara Financial Services, Inc. | History | New | 435,160 | 21,625 | 4.1% | — | 6 | +435,160 | New | Q4 2025 | Jan 21, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 422,678 | 21,004 | 0.21% | 0.11% | 7 | +207,587 | 96.51% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 295,571 | 14,688 | 0.0% | 0.0% | 8 | +56,110 | 23.43% | Q4 2025 | Feb 11, 2026 |
| Alliance Private Wealth, LLC | History | New | 284,322 | 14,223 | 4.95% | — | 9 | +284,322 | New | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 238,798 | 11,867 | 0.14% | 0.1% | 10 | +13,848 | 6.16% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | New | 205,480 | 10,211 | 0.01% | — | 11 | +205,480 | New | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 173,519 | 8,623 | 0.0% | 0.0% | 12 | +11,613 | 7.17% | Q4 2025 | Feb 18, 2026 |
| Cresta Advisors, Ltd. | History | Added to | 158,335 | 7,868 | 3.3% | 3.4% | 13 | +4,932 | 3.22% | Q4 2025 | Feb 03, 2026 |
| NewEdge Advisors, LLC | History | Added to | 111,471 | 5,539 | 0.02% | 0.01% | 14 | +66,135 | 145.88% | Q4 2025 | Feb 18, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 89,934 | 4,469 | 0.11% | 0.08% | 15 | +28,027 | 45.27% | Q4 2025 | Feb 13, 2026 |
| Essex Financial Services, Inc. | History | Added to | 79,321 | 3,941 | 0.22% | 0.11% | 16 | +41,453 | 109.47% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 76,090 | 3,781 | 0.0% | 0.0% | 17 | +23,484 | 44.64% | Q4 2025 | Feb 10, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 73,013 | 3,628 | 0.12% | 0.13% | 18 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 64,993 | 3,229 | 0.03% | 0.03% | 19 | -65,892 | -50.34% | Q4 2025 | Feb 13, 2026 |
| PAX Financial Group, LLC | History | Added to | 62,538 | 3,107 | 0.54% | 0.45% | 20 | +11,846 | 23.37% | Q4 2025 | Feb 05, 2026 |
| Econ Financial Services Corp | History | New | 55,910 | 2,778 | 1.39% | — | 21 | +55,910 | New | Q4 2025 | Jan 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 55,360 | 2,751 | 0.01% | 0.01% | 22 | -1,006 | -1.78% | Q4 2025 | Feb 05, 2026 |
| Wayfinding Financial, LLC | History | New | 54,620 | 2,725 | 1.15% | — | 23 | +54,620 | New | Q4 2025 | Feb 12, 2026 |
| GeoWealth Management, LLC | History | Added to | 48,222 | 2,396 | 0.09% | 0.06% | 24 | +13,630 | 39.4% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 42,737 | 2,123 | 0.0% | 0.0% | 25 | +9,292 | 27.78% | Q4 2025 | Feb 12, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 28,287 | 1,405 | 0.37% | 0.38% | 26 | -1,938 | -6.41% | Q4 2025 | Feb 13, 2026 |
| SEVEN MILE ADVISORY | History | New | 28,272 | 1,404 | 0.24% | — | 27 | +28,272 | New | Q4 2025 | Feb 13, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 27,779 | 1,380 | 0.18% | 0.11% | 28 | +10,963 | 65.19% | Q4 2025 | Feb 10, 2026 |
| BAM Wealth Management, LLC | History | Added to | 27,273 | 1,355 | 0.98% | 0.8% | 29 | +6,461 | 31.04% | Q4 2025 | Jan 20, 2026 |
| Mariner, LLC | History | New | 21,400 | 1,063 | 0.0% | — | 30 | +21,400 | New | Q4 2025 | Feb 13, 2026 |
| Security Financial Services, INC. | History | Added to | 19,851 | 986 | 0.15% | 0.08% | 31 | +9,885 | 99.19% | Q4 2025 | Jan 27, 2026 |
| Trek Financial, LLC | History | Added to | 19,110 | 949 | 0.05% | 0.02% | 32 | +13,781 | 258.6% | Q4 2025 | Feb 04, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 18,489 | 918 | 0.09% | 0.06% | 33 | +6,653 | 56.21% | Q4 2025 | Feb 06, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 17,969 | 892 | 0.13% | 0.14% | 34 | -38 | -0.21% | Q4 2025 | Jan 08, 2026 |
| Smith Partners Wealth Management, LLC | History | New | 16,923 | 840 | 0.77% | — | 35 | +16,923 | New | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | New | 14,601 | 725 | 0.01% | — | 36 | +14,601 | New | Q4 2025 | Feb 03, 2026 |
| Composition Wealth, LLC | History | Added to | 14,407 | 715 | 0.01% | 0.01% | 37 | +1,148 | 8.66% | Q4 2025 | Feb 02, 2026 |
| WCG Wealth Advisors LLC | History | New | 14,038 | 697 | 0.02% | — | 38 | +14,038 | New | Q4 2025 | Feb 10, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 13,808 | 686 | 0.37% | 0.37% | 39 | +285 | 2.11% | Q4 2025 | Feb 24, 2026 |
| Weaver Consulting Group | History | No change | 12,912 | 641 | 0.16% | 0.16% | 40 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 11,288 | 560 | 0.0% | 0.0% | 41 | +5,937 | 110.95% | Q4 2025 | Feb 02, 2026 |
| Cetera Investment Advisers | History | Added to | 11,236 | 558 | 0.0% | 0.0% | 42 | +2,906 | 34.89% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 10,895 | 541 | 0.01% | 0.01% | 43 | +59 | 0.54% | Q4 2025 | Feb 02, 2026 |
| Fortis Group Advisors, LLC | History | New | 10,762 | 539 | 0.09% | — | 44 | +10,762 | New | Q4 2025 | Feb 06, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 9,734 | 483 | 0.09% | 0.06% | 45 | +2,995 | 44.44% | Q4 2025 | Jan 28, 2026 |
| DAVENPORT & Co LLC | History | Added to | 8,876 | 441 | 0.0% | 0.0% | 46 | +2,123 | 31.44% | Q4 2025 | Jan 12, 2026 |
| Sierra Capital LLC | History | Added to | 8,530 | 424 | 0.04% | 0.05% | 47 | +36 | 0.42% | Q4 2025 | Feb 18, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 6,363 | 316 | 0.0% | — | 48 | +6,363 | New | Q4 2025 | Feb 18, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 5,753 | 285 | 0.0% | 0.0% | 49 | -776 | -11.89% | Q4 2025 | Feb 09, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | No change | 5,750 | 285 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | New | 5,563 | 276 | 0.24% | — | 51 | +5,563 | New | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 4,969 | 246 | 0.0% | — | 52 | +4,969 | New | Q4 2025 | Feb 06, 2026 |
| Columbia River Financial Group, LLC | History | New | 4,921 | 245 | 0.15% | — | 53 | +4,921 | New | Q4 2025 | Feb 12, 2026 |
| Essex Bank | History | New | 4,201 | 208 | 0.05% | — | 54 | +4,201 | New | Q4 2025 | Feb 02, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | New | 4,075 | 203 | 0.04% | — | 55 | +4,075 | New | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,700 | 183 | 0.0% | — | 56 | +3,700 | New | Q4 2025 | Feb 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 2,250 | 111 | 0.02% | — | 57 | +2,250 | New | Q4 2025 | Feb 10, 2026 |
| TD Capital Management LLC | History | Added to | 1,864 | 92 | 0.01% | 0.01% | 58 | +718 | 62.65% | Q4 2025 | Feb 26, 2026 |
| MORGAN STANLEY | History | Reduced | 1,083 | 53 | 0.0% | 0.0% | 59 | -373 | -25.62% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 871 | 43 | 0.0% | 0.0% | 60 | -2,677 | -75.45% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | No change | 550 | 27 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | New | 459 | 22 | 0.0% | — | 62 | +459 | New | Q4 2025 | Mar 16, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 435 | 21 | 0.0% | — | 63 | +421 | 3007.14% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 420 | 20 | 0.0% | — | 64 | +420 | New | Q4 2025 | Jan 21, 2026 |
| Motiv8 Investments LLC | History | New | 295 | 15 | 0.01% | — | 65 | +295 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 209 | 10 | 0.0% | 0.0% | 66 | +73 | 53.68% | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | No change | 164 | 8 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Register Financial Advisors LLC | History | New | 84 | 4 | 0.0% | — | 68 | +84 | New | Q4 2025 | Jan 21, 2026 |
| UBS Group AG | History | No change | 69 | 3 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Authentikos Wealth Advisory, LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -17,522 | -100.0% | Q3 2025 | Feb 26, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,054 | -100.0% | Q3 2025 | Nov 06, 2025 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q3 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Jan 26, 2026 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2025 | Jan 12, 2026 |
| CITIGROUP INC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 13, 2026 |