Public ownership evidence

PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) Ownership Disclosures

Read PMBS insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
UNITED CAPITAL FINANCIAL ADVISORS, LLC
Report period
2026-06-30
Available
2026-08-18
Reported shares
4,658
Value (USD)
$230,012
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001463217-26-000004
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PMBS fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PMBS fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-184,658$230,012None
Equitable Holdings, Inc.2026-06-302026-08-184,402$217,371None
Mutual Advisors, LLC2026-06-302026-08-1510,940$540,201None
Advyzon Investment Management, LLC2026-06-302026-08-154,519$223,148None
Ameritas Advisory Services, LLC2026-06-302026-08-151,077$53,178None
Vickerman Investment Advisors, Inc.2026-06-302026-08-158,228$406,299None
WCG Wealth Advisors LLC2026-06-302026-08-1513,368$660,119None
Sierra Capital LLC2026-06-302026-08-158,597$424,523None
Western Wealth Management, LLC2026-06-302026-08-155,383$265,813None
OSAIC HOLDINGS, INC.2026-06-302026-08-15173$8,559None
OSAIC HOLDINGS, INC.2026-06-302026-08-1552,885$2,611,435None
JANE STREET GROUP, LLC2026-06-302026-08-1537,807$1,866,910None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15477$23,554None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15530$26,171None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,287$63,553None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15603$29,776None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15321$15,851None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15230$11,357None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15581$28,690None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15185$9,135None
&PARTNERS2026-06-302026-08-1569,139$3,405,456None
Allianz Asset Management GmbH2026-06-302026-08-159,745,440$481,229,827None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15244$12,099None
CITADEL ADVISORS LLC2026-06-302026-08-157,462$368,474None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1539,288$1,940,041None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-154,717$232,925None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15149,725$7,393,428None
MOSAIC FINANCIAL GROUP, LLC2026-06-302026-08-144,560$225,000None
Wayfinding Financial, LLC2026-06-302026-08-1487,314$4,311,000None
CreativeOne Wealth, LLC2026-06-302026-08-14102,202$5,046,741None
CreativeOne Wealth, LLC2026-06-302026-08-1413,852$684,026None
Rockefeller Capital Management L.P.2026-06-302026-08-1432$1,580None
UBS Group AG2026-06-302026-08-1469$3,407None
Mariner, LLC2026-06-302026-08-1421,900$1,081,422None
Horizon Investments, LLC2026-06-302026-08-14302,343$14,820,854None
BNP PARIBAS FINANCIAL MARKETS2026-06-302026-08-1470,524$3,482,475None
HOLLENCREST CAPITAL MANAGEMENT2026-06-302026-08-1473,013$3,605,382None
Trek Financial, LLC2026-06-302026-08-1464,241$3,172,221None
MORGAN STANLEY2026-06-302026-08-141,035$51,108None
HUNTINGTON NATIONAL BANK2026-06-302026-08-146,029$297,713None
HUNTINGTON NATIONAL BANK2026-06-302026-08-142,091$103,254None
Integrated Wealth Concepts LLC2026-06-302026-08-13261,632$12,919,446None
Strategic Wealth Partners, Ltd.2026-06-302026-08-13139$6,864None
Cetera Investment Advisers2026-06-302026-08-13142,244$7,023,977None
Focus Partners Wealth2026-06-302026-08-13414,439$20,465,030None
NewEdge Advisors, LLC2026-06-302026-08-13387,779$19,148,543None
BANK OF MONTREAL /CAN/2026-06-302026-08-1320,122$993,603None
BANK OF MONTREAL /CAN/2026-06-302026-08-1332,721$1,615,763None
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV2026-06-302026-08-136,000$296,280None
JPMORGAN CHASE & CO2026-06-302026-08-1374$3,671None

90-day public filing window, up to 50 source positions.

UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Equitable Holdings, Inc. ↗Mutual Advisors, LLC ↗Advyzon Investment Management, LLC ↗Ameritas Advisory Services, LLC ↗Vickerman Investment Advisors, Inc. ↗WCG Wealth Advisors LLC ↗Sierra Capital LLC ↗Western Wealth Management, LLC ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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