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Public ownership evidence

PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) Ownership Disclosures

Read PMBS insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-184,658$230,012None
Equitable Holdings, Inc.2026-06-302026-08-184,402$217,371None
Mutual Advisors, LLC2026-06-302026-08-1510,940$540,201None
Advyzon Investment Management, LLC2026-06-302026-08-154,519$223,148None
Ameritas Advisory Services, LLC2026-06-302026-08-151,077$53,178None
Vickerman Investment Advisors, Inc.2026-06-302026-08-158,228$406,299None
WCG Wealth Advisors LLC2026-06-302026-08-1513,368$660,119None
Sierra Capital LLC2026-06-302026-08-158,597$424,523None
Western Wealth Management, LLC2026-06-302026-08-155,383$265,813None
OSAIC HOLDINGS, INC.2026-06-302026-08-15173$8,559None
OSAIC HOLDINGS, INC.2026-06-302026-08-1552,885$2,611,435None
JANE STREET GROUP, LLC2026-06-302026-08-1537,807$1,866,910None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15477$23,554None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15530$26,171None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,287$63,553None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15603$29,776None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15321$15,851None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15230$11,357None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15581$28,690None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15185$9,135None
&PARTNERS2026-06-302026-08-1569,139$3,405,456None
Allianz Asset Management GmbH2026-06-302026-08-159,745,440$481,229,827None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15244$12,099None
CITADEL ADVISORS LLC2026-06-302026-08-157,462$368,474None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1539,288$1,940,041None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-154,717$232,925None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15149,725$7,393,428None
MOSAIC FINANCIAL GROUP, LLC2026-06-302026-08-144,560$225,000None
Wayfinding Financial, LLC2026-06-302026-08-1487,314$4,311,000None
CreativeOne Wealth, LLC2026-06-302026-08-14102,202$5,046,741None
CreativeOne Wealth, LLC2026-06-302026-08-1413,852$684,026None
Rockefeller Capital Management L.P.2026-06-302026-08-1432$1,580None
UBS Group AG2026-06-302026-08-1469$3,407None
Mariner, LLC2026-06-302026-08-1421,900$1,081,422None
Horizon Investments, LLC2026-06-302026-08-14302,343$14,820,854None
BNP PARIBAS FINANCIAL MARKETS2026-06-302026-08-1470,524$3,482,475None
HOLLENCREST CAPITAL MANAGEMENT2026-06-302026-08-1473,013$3,605,382None
Trek Financial, LLC2026-06-302026-08-1464,241$3,172,221None
MORGAN STANLEY2026-06-302026-08-141,035$51,108None
HUNTINGTON NATIONAL BANK2026-06-302026-08-146,029$297,713None
HUNTINGTON NATIONAL BANK2026-06-302026-08-142,091$103,254None
Integrated Wealth Concepts LLC2026-06-302026-08-13261,632$12,919,446None
Strategic Wealth Partners, Ltd.2026-06-302026-08-13139$6,864None
Cetera Investment Advisers2026-06-302026-08-13142,244$7,023,977None
Focus Partners Wealth2026-06-302026-08-13414,439$20,465,030None
NewEdge Advisors, LLC2026-06-302026-08-13387,779$19,148,543None
BANK OF MONTREAL /CAN/2026-06-302026-08-1320,122$993,603None
BANK OF MONTREAL /CAN/2026-06-302026-08-1332,721$1,615,763None
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV2026-06-302026-08-136,000$296,280None
JPMORGAN CHASE & CO2026-06-302026-08-1374$3,671None

90-day public filing window, up to 50 source positions.

UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Equitable Holdings, Inc. ↗Mutual Advisors, LLC ↗Advyzon Investment Management, LLC ↗Ameritas Advisory Services, LLC ↗Vickerman Investment Advisors, Inc. ↗WCG Wealth Advisors LLC ↗Sierra Capital LLC ↗Western Wealth Management, LLC ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.