# PIMCO ETF TR (PMBS)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PMBS/

- Reporting holders: 5
- Reported value: $40.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $35.1M | 758,352 | 1.0% | 2 |
| [AVITY INVESTMENT MANAGEMENT INC.](https://holderbook.com/funds/926834-avity-investment-management-inc/) | $3.9M | 84,130 | 0.2% | 3 |
| [Williams & Novak Wealth Management, LLC](https://holderbook.com/funds/1998419-williams-novak-wealth-management-llc/) | $713.1K | 15,412 | 0.4% | 3 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $484.1K | 10,462 | 0.1% | 9 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $406.3K | 8,781 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $40.6M |
| Q2 2026 | 110 | $1.7B |
| Q1 2026 | 98 | $1.1B |
| Q4 2025 | 72 | $926.2M |
| Q3 2025 | 51 | $748.2M |
| Q2 2025 | 41 | $520.3M |
| Q1 2025 | 35 | $478.1M |
| Q4 2024 | 28 | $201.7M |
| Q3 2024 | 26 | $38.6M |