Who owns PMBS?
Institutional ownership of PMBS from SEC Form 13F filings across 64 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
64
13F holders
$797.9M
value, 2026 filers
16.3M
shares disclosed
13
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of PMBS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Allianz Asset Management GmbH | 9.7M | $481.2M | 0.4% | — | +17.0% |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.0M | $49.4M | 0.1% | — | +12.2% |
| 3 | LPL Financial LLC | 813,674 | $40.2M | 0.0% | — | +91.6% |
| 4 | Avidian Wealth Enterprises, LLCNEW | 735,585 | $36.3M | 1.0% | — | new |
| 5 | OneDigital Investment Advisors LLC | 708,959 | $35.0M | 0.3% | — | +17.0% |
| 6 | Focus Partners Wealth | 414,439 | $20.5M | 0.0% | — | +54.4% |
| 7 | NewEdge Advisors, LLC | 387,779 | $19.1M | 0.1% | — | +72.2% |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 309,549 | $15.3M | 0.0% | — | -8.2% |
| 9 | Horizon Investments, LLC | 302,343 | $14.8M | 0.2% | — | 0.0% |
| 10 | Integrated Wealth Concepts LLC | 261,632 | $12.9M | 0.1% | — | +19.5% |
| 11 | RAYMOND JAMES FINANCIAL INC | 154,442 | $7.6M | 0.0% | — | -7.0% |
| 12 | RFG Advisory, LLC | 146,964 | $7.3M | 0.1% | — | +190.5% |
| 13 | Cetera Investment Advisers | 142,244 | $7.0M | 0.0% | — | +61.7% |
| 14 | Cambridge Investment Research Advisors, Inc. | 122,752 | $6,062 | 0.0% | — | +106.2% |
| 15 | Essex Financial Services, Inc. | 117,367 | $5.8M | 0.3% | — | +6.5% |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 103,640 | $5.1M | 0.0% | — | 0.0% |
| 17 | Krilogy Financial LLC | 74,681 | $3.7M | 0.1% | — | +3.1% |
| 18 | HOLLENCREST CAPITAL MANAGEMENT | 73,013 | $3.6M | 0.2% | — | 0.0% |
| 19 | BNP PARIBAS FINANCIAL MARKETS | 70,524 | $3.5M | 0.0% | — | -10.6% |
| 20 | &PARTNERS | 69,139 | $3.4M | 0.0% | — | +200.2% |
| 21 | Trek Financial, LLC | 64,241 | $3.2M | 0.2% | — | +76.8% |
| 22 | OSAIC HOLDINGS, INC. | 53,058 | $2.6M | 0.0% | — | +490.0% |
| 23 | BANK OF MONTREAL /CAN/NEW | 52,843 | $2.6M | 0.0% | — | new |
| 24 | GOLDMAN SACHS GROUP INC | 39,288 | $1.9M | 0.0% | — | +418.9% |
| 25 | JANE STREET GROUP, LLCNEW | 37,807 | $1.9M | 0.0% | — | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.