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 | 9,745,440 | 481,229 | 0.39% | 0.43% | 1 | +1,412,704 | 16.95% | Q2 2026 | Sep 02, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 4,870,198 | 240,490 | 4.56% | 5.15% | 2 | +50,708 | 1.05% | Q2 2026 | Jul 13, 2026 |
| CWM, LLC | History | No change | 1,265,828 | 62,785 | 0.16% | 0.16% | 3 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 1,089,742 | 53,811 | 1.96% | 2.32% | 4 | +31,006 | 2.93% | Q2 2026 | Jul 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,007,989 | 49,376 | 0.08% | 0.09% | 5 | +109,860 | 12.23% | Q2 2026 | Jul 15, 2026 |
| LPL Financial LLC | History | Added to | 813,674 | 40,179 | 0.01% | 0.01% | 6 | +388,967 | 91.58% | Q2 2026 | Aug 07, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 735,585 | 36,323 | 1.0% | — | 7 | +735,585 | New | Q2 2026 | Jul 24, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 708,959 | 35,008 | 0.3% | 0.29% | 8 | +103,236 | 17.04% | Q2 2026 | Aug 06, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 461,740 | 22,800 | 3.93% | 4.17% | 9 | +17,252 | 3.88% | Q2 2026 | Jul 22, 2026 |
| Focus Partners Wealth | History | Added to | 414,439 | 20,465 | 0.02% | 0.01% | 10 | +145,941 | 54.35% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 387,779 | 19,148 | 0.06% | 0.05% | 11 | +106,309 | 37.77% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 309,549 | 15,285 | 0.0% | 0.0% | 12 | -27,546 | -8.17% | Q2 2026 | Sep 23, 2026 |
| Horizon Investments, LLC | History | Reduced | 302,343 | 14,820 | 0.16% | 0.17% | 13 | -72 | -0.02% | Q2 2026 | Aug 13, 2026 |
| Alliance Private Wealth, LLC | History | Reduced | 270,165 | 13,340 | 4.63% | 5.15% | 14 | -18,564 | -6.43% | Q2 2026 | Jul 09, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 256,383 | 12,660 | 0.08% | 0.09% | 15 | +37,442 | 17.1% | Q2 2026 | Sep 08, 2026 |
| Spectrum Investment Advisors, Inc. | History | New | 250,856 | 12,387 | 5.06% | — | 16 | +250,856 | New | Q2 2026 | Jul 30, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 201,422 | 9,946 | 0.46% | 0.07% | 17 | +174,597 | 650.87% | Q2 2026 | Aug 07, 2026 |
| Cresta Advisors, Ltd. | History | Added to | 171,795 | 8,483 | 3.04% | 3.28% | 18 | +10,167 | 6.29% | Q2 2026 | Jul 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 154,442 | 7,626 | 0.0% | 0.0% | 19 | -11,632 | -7.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Added to | 146,964 | 7,257 | 0.11% | 0.05% | 20 | +96,370 | 190.48% | Q2 2026 | Jul 15, 2026 |
| Cetera Investment Advisers | History | Added to | 142,244 | 7,023 | 0.01% | 0.0% | 21 | +54,263 | 61.68% | Q2 2026 | Aug 12, 2026 |
| Econ Financial Services Corp | History | Added to | 122,458 | 6,046 | 2.83% | 2.29% | 22 | +23,124 | 23.28% | Q2 2026 | Jul 23, 2026 |
| Essex Financial Services, Inc. | History | Added to | 117,367 | 5,795 | 0.29% | 0.31% | 23 | +7,149 | 6.49% | Q2 2026 | Aug 10, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 116,054 | 5,730 | 0.12% | 0.14% | 24 | -4,319 | -3.59% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 103,640 | 5,117 | 0.01% | 0.01% | 25 | -21 | -0.02% | Q2 2026 | Jul 29, 2026 |
| True Wealth Design, LLC | History | Added to | 98,469 | 4,862 | 1.16% | 0.33% | 26 | +74,334 | 307.99% | Q2 2026 | Jul 16, 2026 |
| Wayfinding Financial, LLC | History | Added to | 87,314 | 4,311 | 1.63% | 1.7% | 27 | +8,568 | 10.88% | Q2 2026 | Aug 13, 2026 |
| PAX Financial Group, LLC | History | Added to | 80,934 | 3,996 | 0.59% | 0.62% | 28 | +7,323 | 9.95% | Q2 2026 | Aug 05, 2026 |
| Krilogy Financial LLC | History | Added to | 74,681 | 3,687 | 0.11% | 0.12% | 29 | +2,271 | 3.14% | Q2 2026 | Jul 27, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 73,013 | 3,605 | 0.23% | 0.13% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 70,524 | 3,482 | 0.0% | 0.0% | 31 | -8,385 | -10.63% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | Added to | 69,139 | 3,405 | 0.01% | 0.01% | 32 | +46,110 | 200.23% | Q2 2026 | Aug 14, 2026 |
| AVITY INVESTMENT MANAGEMENT INC. | History | Added to | 67,280 | 3,322 | 0.21% | 0.12% | 33 | +33,880 | 101.44% | Q2 2026 | Jul 09, 2026 |
| GeoWealth Management, LLC | History | Added to | 66,684 | 3,292 | 0.1% | 0.11% | 34 | +7,319 | 12.33% | Q2 2026 | Jul 30, 2026 |
| Trek Financial, LLC | History | Added to | 64,241 | 3,172 | 0.16% | 0.1% | 35 | +27,896 | 76.75% | Q2 2026 | Aug 13, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 62,738 | 3,098 | 0.37% | 0.38% | 36 | +3,691 | 6.25% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 61,376 | 3,031 | 0.01% | 0.01% | 37 | +1,845 | 3.1% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 53,058 | 2,619 | 0.0% | 0.0% | 38 | +44,065 | 489.99% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 52,843 | 2,609 | 0.0% | — | 39 | +52,843 | New | Q2 2026 | Aug 12, 2026 |
| Smith Partners Wealth Management, LLC | History | Added to | 42,428 | 2,095 | 1.67% | 1.21% | 40 | +15,088 | 55.19% | Q2 2026 | Aug 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 39,288 | 1,940 | 0.0% | 0.0% | 41 | +31,716 | 418.86% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 37,807 | 1,866 | 0.0% | — | 42 | +37,807 | New | Q2 2026 | Aug 14, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 36,401 | 1,797 | 0.33% | 0.12% | 43 | +24,422 | 203.87% | Q2 2026 | Aug 05, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 34,472 | 1,702 | 0.14% | 0.12% | 44 | +9,134 | 36.05% | Q2 2026 | Jul 17, 2026 |
| BAM Wealth Management, LLC | History | Added to | 31,740 | 1,567 | 0.98% | 1.12% | 45 | +1,547 | 5.12% | Q2 2026 | Jul 14, 2026 |
| Security Financial Services, INC. | History | Reduced | 27,257 | 1,345 | 0.19% | 0.22% | 46 | -752 | -2.68% | Q2 2026 | Jul 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 24,570 | 1,213 | 0.01% | 0.01% | 47 | +1,325 | 5.7% | Q2 2026 | Jul 13, 2026 |
| Mariner, LLC | History | New | 21,900 | 1,081 | 0.0% | — | 48 | +21,900 | New | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 21,881 | 1,080 | 0.01% | 0.01% | 49 | -5,270 | -19.41% | Q2 2026 | Aug 11, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 21,180 | 1,045 | 0.48% | 0.49% | 50 | +1,766 | 9.1% | Q2 2026 | Jul 24, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 19,440 | 959 | 0.0% | 0.0% | 51 | +144 | 0.75% | Q2 2026 | Jul 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 18,837 | 930 | 0.0% | 0.01% | 52 | +224 | 1.2% | Q2 2026 | Sep 23, 2026 |
| Wealth Advisors of Iowa, LLC | History | Reduced | 16,500 | 814 | 0.22% | 0.26% | 53 | -333 | -1.98% | Q2 2026 | Jul 30, 2026 |
| Williams & Novak, LLC | History | Added to | 15,822 | 781 | 0.52% | 0.18% | 54 | +11,022 | 229.63% | Q2 2026 | Jul 08, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 14,900 | 735 | 0.4% | 0.39% | 55 | +1,461 | 10.87% | Q2 2026 | Aug 07, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 13,368 | 660 | 0.02% | 0.02% | 56 | -674 | -4.8% | Q2 2026 | Aug 14, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 12,905 | 637 | 0.1% | 0.11% | 57 | +555 | 4.49% | Q2 2026 | Jul 15, 2026 |
| Weaver Consulting Group | History | Reduced | 12,712 | 627 | 0.13% | 0.15% | 58 | -200 | -1.55% | Q2 2026 | Jul 29, 2026 |
| SFG Wealth Management, LLC. | History | New | 12,358 | 610 | 0.22% | — | 59 | +12,358 | New | Q2 2026 | Jul 22, 2026 |
| Mutual Advisors, LLC | History | Added to | 10,940 | 540 | 0.01% | 0.01% | 60 | +33 | 0.3% | Q2 2026 | Aug 14, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 10,515 | 519 | 0.13% | 0.11% | 61 | +2,670 | 34.03% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 9,804 | 484 | 0.0% | 0.0% | 62 | -844 | -7.93% | Q2 2026 | Jul 28, 2026 |
| Emissary Wealth LLC | History | Added to | 9,778 | 482 | 0.37% | 0.3% | 63 | +3,422 | 53.84% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,515 | 469 | 0.0% | 0.0% | 64 | +7,804 | 456.11% | Q2 2026 | Jul 17, 2026 |
| Fortis Group Advisors, LLC | History | No change | 9,302 | 459 | 0.07% | 0.08% | 65 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | New | 8,985 | 443 | 0.2% | — | 66 | +8,985 | New | Q2 2026 | Sep 18, 2026 |
| Composition Wealth, LLC | History | Reduced | 8,957 | 442 | 0.01% | 0.01% | 67 | -8,046 | -47.32% | Q2 2026 | Jul 22, 2026 |
| Sierra Capital LLC | History | Added to | 8,597 | 424 | 0.04% | 0.05% | 68 | +34 | 0.4% | Q2 2026 | Aug 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | New | 8,520 | 420 | 0.05% | — | 69 | +8,520 | New | Q2 2026 | Jul 27, 2026 |
| Vickerman Investment Advisors, Inc. | History | Added to | 8,228 | 406 | 0.08% | 0.08% | 70 | +449 | 5.77% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 8,120 | 400 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 7,766 | 383 | 0.01% | — | 72 | +7,766 | New | Q2 2026 | Jul 28, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 7,734 | 381 | 0.06% | 0.05% | 73 | +1,808 | 30.51% | Q2 2026 | Jul 29, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 7,462 | 368 | 0.0% | 0.0% | 74 | +798 | 11.97% | Q2 2026 | Sep 02, 2026 |
| GatePass Capital, LLC | History | New | 7,341 | 362 | 0.14% | — | 75 | +7,341 | New | Q2 2026 | Jul 30, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 7,297 | 360 | 0.02% | 0.02% | 76 | +289 | 4.12% | Q2 2026 | Aug 04, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 7,259 | 358 | 0.06% | 0.05% | 77 | +2,013 | 38.37% | Q2 2026 | Jul 31, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | New | 6,870 | 339 | 0.14% | — | 78 | +6,870 | New | Q2 2026 | Sep 18, 2026 |
| Retirement Planning Group, LLC | History | No change | 6,164 | 304 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Essex Bank | History | Added to | 6,134 | 302 | 0.07% | 0.05% | 81 | +1,933 | 46.01% | Q2 2026 | Jul 23, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 6,133 | 302 | 0.02% | 0.02% | 80 | +149 | 2.49% | Q2 2026 | Jul 31, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | No change | 6,000 | 296 | 0.07% | 0.08% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Added to | 5,960 | 294 | 0.2% | 0.23% | 83 | +457 | 8.3% | Q2 2026 | Aug 05, 2026 |
| TD Capital Management LLC | History | Added to | 5,837 | 288 | 0.02% | 0.01% | 84 | +3,528 | 152.79% | Q2 2026 | Aug 06, 2026 |
| Western Wealth Management, LLC | History | New | 5,383 | 265 | 0.01% | — | 85 | +5,383 | New | Q2 2026 | Aug 14, 2026 |
| Triad Wealth Partners, LLC | History | New | 5,157 | 249 | 0.01% | — | 86 | +5,157 | New | Q2 2026 | Aug 10, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 4,658 | 230 | 0.0% | 0.0% | 87 | -11,527 | -71.22% | Q2 2026 | Aug 14, 2026 |
| Bison Wealth, LLC | History | No change | 4,663 | 229 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 4,560 | 225 | 0.14% | 0.16% | 90 | +53 | 1.18% | Q2 2026 | Aug 13, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | No change | 4,557 | 225 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 4,519 | 223 | 0.02% | 0.02% | 91 | -984 | -17.88% | Q2 2026 | Aug 14, 2026 |
| Bluespring Wealth Management, LLC | History | New | 4,500 | 222 | 0.0% | — | 92 | +4,500 | New | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | New | 4,402 | 217 | 0.0% | — | 93 | +4,402 | New | Q2 2026 | Aug 17, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 4,214 | 208 | 0.02% | — | 94 | +4,214 | New | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,283 | 112 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 2,250 | 111 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,170 | 57 | 0.0% | 0.0% | 97 | +675 | 136.36% | Q2 2026 | Jul 28, 2026 |
| Ameritas Advisory Services, LLC | History | New | 1,077 | 53 | 0.0% | — | 98 | +1,077 | New | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 1,035 | 51 | 0.0% | 0.0% | 99 | -38 | -3.54% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 550 | 27 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cornerstone Planning Group LLC | History | No change | 572 | 27 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 420 | 20 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 244 | 12 | 0.0% | — | 103 | +244 | New | Q2 2026 | Aug 14, 2026 |
| SYM FINANCIAL Corp | History | New | 166 | 8 | 0.0% | — | 104 | +166 | New | Q2 2026 | Aug 04, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 139 | 6 | 0.0% | 0.0% | 105 | -156 | -52.88% | Q2 2026 | Aug 12, 2026 |
| Register Financial Advisors LLC | History | No change | 84 | 4 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 74 | 3 | 0.0% | 0.0% | 107 | -133 | -64.25% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | Added to | 66 | 3 | 0.0% | 0.0% | 109 | +13 | 24.53% | Q2 2026 | Aug 03, 2026 |
| UBS Group AG | History | No change | 69 | 3 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | New | 32 | 1 | 0.0% | — | 110 | +32 | New | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,662 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Crown Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -7,530 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Gateway Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,577 | -100.0% | Q2 2026 | Aug 04, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,042 | -100.0% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -369 | -100.0% | Q2 2026 | Aug 12, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Closed out | 0 | 0 | — | 0.0% | — | -260 | -100.0% | Q2 2026 | Jul 31, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -164 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q2 2026 | Aug 03, 2026 |