PMBS — PIMCO ETF Tr Institutional Holders · Q3 2026
Who owns PIMCO ETF Tr (PMBS)? 5 institutions reported holding $40.59M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Avidian Wealth Enterprises, LLC ($35.1M), Avity Investment Management Inc. ($3.9M), Williams & Novak, LLC ($713,113).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Avidian Wealth Enterprises, LLC | $35.1M | 758,352 | Added |
| 2 | AVITY INVESTMENT MANAGEMENT INC. | $3.9M | 84,130 | Added |
| 3 | Williams & Novak, LLC | $713,113 | 15,412 | Trimmed |
| 4 | Weaver Consulting Group | $484,077 | 10,462 | Trimmed |
| 5 | Farther Finance Advisors, LLC | $406,311 | 8,781 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30