# 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

- Issuer: PIMCO ETF TR
- Class: MTG BKD SECS ACT
- CUSIP: 72201R569
- Asset category: EC
- 13F holders: 106
- 13F value: $1.1B
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $270.0M
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_Showing 15 of 106 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| Allianz Asset Management GmbH | MUNICH, 2M | $413.3M | 8,332,736 |
| [Orgel Wealth Management, LLC](https://search.stillhousedata.com/firm/168219) | ALTOONA, WI | $240.5M | 4,870,198 |
| CWM, LLC | OMAHA, NE | $62.8M | 1,265,828 |
| [Advocacy Wealth Management, LLC](https://search.stillhousedata.com/firm/141943) | ATLANTA, GA | $53.8M | 1,089,742 |
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/116407) | PLYMOUTH, MN | $49.4M | 1,007,989 |
| [Avidian Wealth Enterprises, LLC](https://search.stillhousedata.com/firm/127186) | Houston, TX | $36.3M | 735,585 |
| [OneDigital Investment Advisors LLC](https://search.stillhousedata.com/firm/106766) | OVERLAND PARK, KS | $30.0M | 605,723 |
| McNamara Financial Services, Inc. | MARSHFIELD, MA | $22.8M | 461,740 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $21.1M | 424,707 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $15.3M | 309,549 |
| [Horizon Investments, LLC](https://search.stillhousedata.com/firm/109552) | Charlotte, NC | $14.9M | 302,415 |
| NewEdge Advisors, LLC | New Orleans, LA | $14.0M | 281,470 |
| Alliance Private Wealth, LLC | NORTH READING, MA | $13.3M | 270,165 |
| [Focus Partners Wealth](https://search.stillhousedata.com/firm/159289) | ST LOUIS, MO | $13.3M | 268,498 |
| [Spectrum Investment Advisors, Inc.](https://search.stillhousedata.com/firm/108669) | MEQUON, WI | $12.4M | 250,856 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [PIMCO Active Bond Exchange-Traded Fund](https://search.stillhousedata.com/fund/S000033233) | PIMCO ETF Trust | $270.0M | 348.88% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/72201R569.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.