PMBS

Pimco Mbs Active ETF

+$134.3M

Net Activity

Institutions Holding

99

Popularity Rank

#4461

Avg Weight

0.34%

Total Value

$1.1B

Ownership Trend

99 institutions currently hold PMBS, with 79 net buyers and 18 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

18

Net Buying Institutions

79

Key Holders

Key Holders

Top 5 by Value

AA
Allianz Asset Management GmbH
$413.3M
OW
Orgel Wealth Management, LLC
$239.0M
CL
Cwm, LLC
$62.8M
AW
Advocacy Wealth Management, LLC
$52.5M
WE
Wealth Enhancement Advisory Services, LLC
$44.5M

Top 5 by Conviction

OW
Orgel Wealth Management, LLC
5.15%
AP
Alliance Private Wealth, LLC
5.15%
MF
McNamara Financial Services, Inc.
4.17%
CA
Cresta Advisors, Ltd.
3.28%
AW
Advocacy Wealth Management, LLC
2.32%
View all 99 holding institutions

Quarterly Activity

Recent Activity

+$940.7M

Total Buy Value

$174.4M

Total Sell Value

New buy36
Trim11
Add43
Sold out7

79

Net Buyers

18

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding PIMCO MBS ACTIVE ETF (PMBS)?
Major stakeholders currently include Allianz Asset Management GmbH ($413.3M), Orgel Wealth Management, LLC ($239.0M), Cwm, LLC ($62.8M). Based on the latest 13F filings, there are a total of 99 tracked investment funds and institutions maintaining positions in PMBS.
What is the overall institutional sentiment toward PMBS recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $134.3M, driven by 79 managers accumulating shares while 18 reduced their exposure.
Which institutions have been selling or reducing their PMBS positions?
In the latest period, 11 funds trimmed their holdings, and 7 managers completely exited their positions. The aggregate reported sell value was $174.4M.
Are there any notable investors adding PMBS to their portfolios?
Yes, buying activity remains notable. 36 institutions opened new positions in {ticker}, and 43 existing holders added to their shares. The total reported buy value for the quarter amounted to $940.7M.

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