Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / MTG BKD SECS ACT
-
Number of holders
-
50
-
Total 13F shares, excl. options
-
15,071,173
-
Shares change
-
+4,584,961
-
Total reported value, excl. options
-
$748,216,546
-
Value change
-
+$227,534,610
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Number of buys
-
40
-
Number of sells
-
-12
-
Price
-
$49.66
Significant Holders of PIMCO ETF TR - MTG BKD SECS ACT (PMBS) as of Q3 2025
56 filings reported holding PMBS - PIMCO ETF TR - MTG BKD SECS ACT as of Q3 2025.
PIMCO ETF TR - MTG BKD SECS ACT (PMBS) has 50 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 15,071,173 shares
.
Largest 10 shareholders include Allianz Asset Management GmbH (5,370,583 shares), Orgel Wealth Management, LLC (4,486,329 shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (1,561,056 shares), Advocacy Wealth Management, LLC (1,338,372 shares), CWM, LLC (503,242 shares), LPL Financial LLC (239,461 shares), Integrated Wealth Concepts LLC (224,950 shares), OneDigital Investment Advisors LLC (215,091 shares), RAYMOND JAMES FINANCIAL INC (161,906 shares), and Cresta Advisors, Ltd. (153,403 shares).
This table shows the top 50 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.