PIMCO ETF TR MTG BKD SECS ACT

PIMCO ETF TR MTG BKD SECS ACT is a security (CUSIP 72201R569) tracked across SEC portfolio filings. 106 institutional managers reported $1.1B on Form 13F as of 2026-06-30; 1 registered fund positions totaling $270.0M via N-PORT as of 2026-03-31.

Summary

Top institutional holders (Form 13F)

Showing 15 of 106 managers by value.

ManagerLocationValueShares
Allianz Asset Management GmbHMUNICH, 2M$413.3M8,332,736
Orgel Wealth Management, LLCALTOONA, WI$240.5M4,870,198
CWM, LLCOMAHA, NE$62.8M1,265,828
Advocacy Wealth Management, LLCATLANTA, GA$53.8M1,089,742
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCPLYMOUTH, MN$49.4M1,007,989
Avidian Wealth Enterprises, LLCHouston, TX$36.3M735,585
OneDigital Investment Advisors LLCOVERLAND PARK, KS$30.0M605,723
McNamara Financial Services, Inc.MARSHFIELD, MA$22.8M461,740
LPL Financial LLCFORT MILL, SC$21.1M424,707
ENVESTNET ASSET MANAGEMENT INCBerwyn, PA$15.3M309,549
Horizon Investments, LLCCharlotte, NC$14.9M302,415
NewEdge Advisors, LLCNew Orleans, LA$14.0M281,470
Alliance Private Wealth, LLCNORTH READING, MA$13.3M270,165
Focus Partners WealthST LOUIS, MO$13.3M268,498
Spectrum Investment Advisors, Inc.MEQUON, WI$12.4M250,856

Top fund holders (N-PORT)

FundRegistrantValue% of fund
PIMCO Active Bond Exchange-Traded FundPIMCO ETF Trust$270.0M348.88%

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