Who Owns PMBS?
PIMCO ETF Trust - PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund — Institutional Ownership & 13F Holdings
$47.28
-0.09 (-0.19%)
Market Cap
$1.4B
Shares Outstanding
28,526,808
Institutional Holders
194
Total Inst. Value
$1.2B
% of Float Held
—
QoQ Holder Change
+88
Institutional data as of Q1 2025
New Positions
57
Closed Positions
20
Increased
59
Decreased
53
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Orgel Wealth Management, LLC | $212.3M | 4,325,944 |
| 2 | BANK OF AMERICA CORP /DE/ | $182.4M | 1,885,348 |
| 3 | Allianz Asset Management GmbH | $181.1M | 3,291,662 |
| 4 | Migdal Insurance & Financial Holdings Ltd.New | $84.3M | 870,906 |
| 5 | Advocacy Wealth Management, LLCNew | $59.5M | 1,213,019 |
| 6 | MORGAN STANLEY | $54.0M | 558,415 |
| 7 | RAM Investment Partners, LLCNew | $34.0M | 351,247 |
| 8 | Vickerman Investment Advisors, Inc.New | $21.5M | 221,795 |
| 9 | Mokosak Advisory Group, LLCNew | $21.4M | 221,311 |
| 10 | UBS Group AG | $19.4M | 200,019 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Orgel Wealth Management, LLC | +1.5M | $212.3M |
| Allianz Asset Management GmbH | +3.0M | $181.1M |
| Migdal Insurance & Financial Holdings Ltd.New | +871K | $84.3M |
| Advocacy Wealth Management, LLCNew | +1.2M | $59.5M |
| RAM Investment Partners, LLCNew | +351K | $34.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | -194K | $182.4M |
| Evensky & Katz LLC | -44K | $629K |
| OSAIC HOLDINGS, INC. | -44K | $4.1M |
| CreativeOne Wealth, LLC | -39K | $10.0M |
| Fortis Capital Management LLC | -28K | $10.8M |
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Frequently Asked Questions
How many institutional investors hold PMBS?
As of Q1 2025, 194 institutional investors report holding PMBS (PIMCO ETF Trust - PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund) in their 13F filings.
Which hedge fund owns the most PMBS?
The largest institutional holder of PMBS is Orgel Wealth Management, LLC with $212.3M in shares.
Are institutions buying or selling PMBS?
This quarter, 57 institutions opened new positions in PMBS and 20 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.