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 | 8,332,736 | 413,303 | 0.43% | 0.35% | 1 | +1,292,778 | 18.36% | Q1 2026 | May 11, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 4,819,490 | 239,046 | 5.15% | 5.19% | 2 | +89,488 | 1.89% | Q1 2026 | Apr 07, 2026 |
| CWM, LLC | History | Added to | 1,265,828 | 62,785 | 0.16% | 0.07% | 3 | +738,887 | 140.22% | Q1 2026 | May 14, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 1,058,736 | 52,513 | 2.32% | 2.66% | 4 | -220,579 | -17.24% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 898,129 | 44,509 | 0.09% | 0.11% | 5 | -710,290 | -44.16% | Q1 2026 | Apr 08, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 605,723 | 30,043 | 0.29% | 0.21% | 6 | +183,045 | 43.31% | Q1 2026 | May 08, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 444,488 | 22,046 | 4.17% | 4.1% | 7 | +9,328 | 2.14% | Q1 2026 | Apr 09, 2026 |
| LPL Financial LLC | History | Added to | 424,707 | 21,065 | 0.01% | 0.0% | 8 | +129,136 | 43.69% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 337,095 | 16,719 | 0.0% | 0.0% | 9 | +261,005 | 343.02% | Q1 2026 | May 04, 2026 |
| Horizon Investments, LLC | History | New | 302,415 | 14,881 | 0.17% | — | 10 | +302,415 | New | Q1 2026 | May 14, 2026 |
| Alliance Private Wealth, LLC | History | Added to | 288,729 | 14,320 | 5.15% | 4.95% | 11 | +4,407 | 1.55% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 268,498 | 13,317 | 0.01% | 0.01% | 12 | +63,018 | 30.67% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 218,941 | 10,859 | 0.09% | 0.14% | 13 | -19,857 | -8.32% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 166,074 | 8,237 | 0.0% | 0.0% | 14 | -7,445 | -4.29% | Q1 2026 | May 14, 2026 |
| Cresta Advisors, Ltd. | History | Added to | 161,628 | 8,016 | 3.28% | 3.3% | 15 | +3,293 | 2.08% | Q1 2026 | Apr 27, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 120,373 | 5,970 | 0.14% | 0.11% | 16 | +30,439 | 33.85% | Q1 2026 | May 15, 2026 |
| Essex Financial Services, Inc. | History | Added to | 110,218 | 5,466 | 0.31% | 0.22% | 17 | +30,897 | 38.95% | Q1 2026 | Apr 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 103,661 | 5,141 | 0.01% | 0.0% | 18 | +60,924 | 142.56% | Q1 2026 | Apr 27, 2026 |
| Econ Financial Services Corp | History | Added to | 99,334 | 4,926 | 2.29% | 1.39% | 19 | +43,424 | 77.67% | Q1 2026 | Apr 21, 2026 |
| Cetera Investment Advisers | History | Added to | 87,981 | 4,363 | 0.0% | 0.0% | 20 | +76,745 | 683.03% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 78,909 | 3,913 | 0.0% | — | 21 | +78,909 | New | Q1 2026 | May 12, 2026 |
| Wayfinding Financial, LLC | History | Added to | 78,746 | 3,905 | 1.7% | 1.15% | 22 | +24,126 | 44.17% | Q1 2026 | May 12, 2026 |
| PAX Financial Group, LLC | History | Added to | 73,611 | 3,651 | 0.62% | 0.54% | 23 | +11,073 | 17.71% | Q1 2026 | Apr 27, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 73,013 | 3,621 | 0.13% | 0.12% | 24 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Krilogy Financial LLC | History | New | 72,410 | 3,609 | 0.12% | — | 25 | +72,410 | New | Q1 2026 | Apr 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 225,159 | 3,018 | 0.14% | 0.02% | 26 | +113,688 | 101.99% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 59,531 | 2,953 | 0.01% | 0.01% | 27 | +4,171 | 7.53% | Q1 2026 | Apr 30, 2026 |
| GeoWealth Management, LLC | History | Added to | 59,365 | 2,944 | 0.11% | 0.09% | 28 | +11,143 | 23.11% | Q1 2026 | May 13, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 59,047 | 2,928 | 0.38% | 0.18% | 29 | +31,268 | 112.56% | Q1 2026 | May 04, 2026 |
| RFG Advisory, LLC | History | Added to | 50,594 | 2,509 | 0.05% | 0.01% | 30 | +35,993 | 246.51% | Q1 2026 | Apr 17, 2026 |
| Trek Financial, LLC | History | Added to | 36,345 | 1,802 | 0.1% | 0.05% | 31 | +17,235 | 90.19% | Q1 2026 | May 13, 2026 |
| AVITY INVESTMENT MANAGEMENT INC. | History | New | 33,400 | 1,656 | 0.12% | — | 32 | +33,400 | New | Q1 2026 | Apr 08, 2026 |
| BAM Wealth Management, LLC | History | Added to | 30,193 | 1,497 | 1.12% | 0.98% | 33 | +2,920 | 10.71% | Q1 2026 | Apr 17, 2026 |
| Smith Partners Wealth Management, LLC | History | Added to | 27,340 | 1,356 | 1.21% | 0.77% | 34 | +10,417 | 61.56% | Q1 2026 | May 11, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 27,151 | 1,346 | 0.01% | 0.03% | 35 | -37,842 | -58.22% | Q1 2026 | May 01, 2026 |
| FOSTER & MOTLEY INC | History | New | 26,825 | 1,331 | 0.07% | — | 36 | +26,825 | New | Q1 2026 | Apr 21, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 25,338 | 1,256 | 0.12% | 0.09% | 37 | +6,849 | 37.04% | Q1 2026 | May 13, 2026 |
| True Wealth Design, LLC | History | New | 24,135 | 1,197 | 0.33% | — | 38 | +24,135 | New | Q1 2026 | Apr 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 23,245 | 1,152 | 0.01% | 0.0% | 39 | +14,369 | 161.89% | Q1 2026 | Apr 15, 2026 |
| &PARTNERS | History | New | 23,029 | 1,142 | 0.01% | — | 40 | +23,029 | New | Q1 2026 | May 15, 2026 |
| Security Financial Services, INC. | History | No change | 19,851 | 986 | 0.15% | 0.15% | 41 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 19,414 | 962 | 0.49% | 0.37% | 42 | +5,606 | 40.6% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 19,296 | 957 | 0.0% | 0.0% | 43 | +15,596 | 421.51% | Q1 2026 | Apr 30, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 18,613 | 923 | 0.01% | 0.0% | 44 | +13,644 | 274.58% | Q1 2026 | Apr 29, 2026 |
| Composition Wealth, LLC | History | Added to | 17,003 | 843 | 0.01% | 0.01% | 45 | +2,596 | 18.02% | Q1 2026 | Apr 08, 2026 |
| Wealth Advisors of Iowa, LLC | History | New | 16,833 | 834 | 0.26% | — | 46 | +16,833 | New | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 16,185 | 802 | 0.0% | — | 47 | +16,185 | New | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 14,042 | 696 | 0.02% | 0.02% | 48 | +4 | 0.03% | Q1 2026 | May 12, 2026 |
| Tranquilli Financial Advisor LLC | History | New | 13,439 | 666 | 0.39% | — | 49 | +13,439 | New | Q1 2026 | May 11, 2026 |
| Weaver Consulting Group | History | No change | 12,912 | 640 | 0.15% | 0.16% | 50 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TBH Global Asset Management, LLC | History | New | 11,979 | 620 | 0.12% | — | 51 | +11,979 | New | Q1 2026 | Apr 22, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 12,350 | 612 | 0.11% | 0.09% | 52 | +2,616 | 26.87% | Q1 2026 | Apr 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 11,662 | 578 | 0.0% | — | 53 | +11,662 | New | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 10,907 | 540 | 0.01% | 0.01% | 54 | +12 | 0.11% | Q1 2026 | May 01, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 10,648 | 528 | 0.0% | 0.0% | 55 | -640 | -5.67% | Q1 2026 | Apr 27, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 9,302 | 461 | 0.08% | 0.09% | 56 | -1,460 | -13.57% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 8,993 | 446 | 0.0% | 0.0% | 57 | +8,122 | 932.49% | Q1 2026 | May 15, 2026 |
| Sierra Capital LLC | History | Added to | 8,563 | 425 | 0.05% | 0.04% | 58 | +33 | 0.39% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 8,120 | 402 | 0.0% | 0.0% | 59 | +2,367 | 41.14% | Q1 2026 | May 15, 2026 |
| WealthCare Investment Partners, LLC | History | New | 7,845 | 388 | 0.11% | — | 60 | +7,845 | New | Q1 2026 | Apr 08, 2026 |
| Vickerman Investment Advisors, Inc. | History | New | 7,779 | 385 | 0.08% | — | 61 | +7,779 | New | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 7,572 | 375 | 0.0% | — | 62 | +7,572 | New | Q1 2026 | May 15, 2026 |
| Crown Wealth Group, LLC | History | New | 7,530 | 373 | 0.11% | — | 63 | +7,530 | New | Q1 2026 | Apr 21, 2026 |
| Signal Advisors Wealth, LLC | History | New | 7,008 | 347 | 0.02% | — | 64 | +7,008 | New | Q1 2026 | Apr 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 6,664 | 330 | 0.0% | — | 65 | +6,664 | New | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | New | 6,577 | 326 | 0.01% | — | 66 | +6,577 | New | Q1 2026 | May 15, 2026 |
| Emissary Wealth LLC | History | New | 6,356 | 315 | 0.3% | — | 67 | +6,356 | New | Q1 2026 | May 08, 2026 |
| Retirement Planning Group, LLC | History | New | 6,164 | 305 | 0.01% | — | 68 | +6,164 | New | Q1 2026 | May 04, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | New | 6,000 | 297 | 0.08% | — | 69 | +6,000 | New | Q1 2026 | May 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 5,984 | 297 | 0.02% | — | 70 | +5,984 | New | Q1 2026 | Apr 17, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | New | 5,926 | 293 | 0.05% | — | 71 | +5,926 | New | Q1 2026 | Apr 29, 2026 |
| Advyzon Investment Management, LLC | History | New | 5,503 | 272 | 0.02% | — | 73 | +5,503 | New | Q1 2026 | May 12, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Reduced | 5,503 | 272 | 0.23% | 0.24% | 72 | -60 | -1.08% | Q1 2026 | Apr 29, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 5,246 | 260 | 0.05% | 0.04% | 74 | +1,171 | 28.74% | Q1 2026 | May 15, 2026 |
| Williams & Novak, LLC | History | New | 4,800 | 237 | 0.18% | — | 75 | +4,800 | New | Q1 2026 | Apr 20, 2026 |
| Bison Wealth, LLC | History | New | 4,663 | 230 | 0.02% | — | 76 | +4,663 | New | Q1 2026 | May 15, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 4,557 | 226 | 0.01% | 0.01% | 77 | -1,193 | -20.75% | Q1 2026 | Apr 30, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | New | 4,507 | 224 | 0.16% | — | 78 | +4,507 | New | Q1 2026 | May 08, 2026 |
| Essex Bank | History | No change | 4,201 | 208 | 0.05% | 0.05% | 79 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TD Capital Management LLC | History | Added to | 2,309 | 114 | 0.01% | 0.01% | 80 | +445 | 23.87% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,283 | 113 | 0.0% | — | 81 | +2,283 | New | Q1 2026 | May 01, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 2,250 | 111 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 2,042 | 101 | 0.04% | — | 83 | +2,042 | New | Q1 2026 | May 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,711 | 84 | 0.0% | 0.0% | 84 | +1,502 | 718.66% | Q1 2026 | Apr 07, 2026 |
| MORGAN STANLEY | History | Reduced | 1,073 | 53 | 0.0% | 0.0% | 85 | -10 | -0.92% | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | New | 572 | 28 | 0.0% | — | 86 | +572 | New | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | No change | 550 | 27 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PRIVATE TRUST CO NA | History | New | 495 | 24 | 0.0% | — | 88 | +495 | New | Q1 2026 | Apr 30, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 420 | 20 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | New | 369 | 18 | 0.0% | — | 90 | +369 | New | Q1 2026 | May 14, 2026 |
| Motiv8 Investments LLC | History | No change | 295 | 15 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 295 | 14 | 0.0% | 0.0% | 92 | +18 | 6.5% | Q1 2026 | May 12, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 260 | 12 | 0.0% | — | 93 | +260 | New | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 207 | 10 | 0.0% | 0.0% | 94 | -228 | -52.41% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | No change | 164 | 8 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Register Financial Advisors LLC | History | No change | 84 | 4 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| UBS Group AG | History | No change | 69 | 3 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 41 | 2 | 0.0% | — | 99 | +41 | New | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Added to | 53 | 2 | 0.0% | — | 98 | +36 | 211.76% | Q1 2026 | May 13, 2026 |
| WBI INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -28,287 | -100.0% | Q1 2026 | May 11, 2026 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 0.24% | — | -28,272 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,400 | -100.0% | Q1 2026 | May 13, 2026 |
| Maridea Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -17,969 | -100.0% | Q1 2026 | Apr 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -6,363 | -100.0% | Q1 2026 | May 15, 2026 |
| Columbia River Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -4,921 | -100.0% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -459 | -100.0% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |