Institutional Ownership Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND). We have compiled data on the 526 institutions that hold shares in the stock, with a total of 51.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,971,761
shares
|
$371 Million
1.12% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,802,150
shares
|
$262 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.96%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
2,124,046
shares
|
$198 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,076,626
shares
|
$194 Million
0.07% of portfolio
|
Q2 2025
Added 14.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,717,084
shares
|
$160 Million
0.3% of portfolio
|
Q2 2025
Added 10.09%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
1,574,069
shares
|
$147 Million
8.95% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
1,432,496
shares
|
$134 Million
1.5% of portfolio
|
Q3 2025
Added 7.77%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,411,516
shares
|
$132 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,082,266
shares
|
$101 Million
0.01% of portfolio
|
Q2 2025
Added 7.42%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,004,137
shares
|
$93.8 Million
0.7% of portfolio
|
Q3 2025
Added 22.8%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
944,125
shares
|
$88.2 Million
0.02% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
886,349
shares
|
$82.8 Million
0.45% of portfolio
|
Q2 2025
Added 6.69%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
885,438
shares
|
$82.7 Million
2.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
751,657
shares
|
$70.2 Million
2.07% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
708,847
shares
|
$66.2 Million
0.0% of portfolio
|
Q3 2025
Added 12.28%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Nov 03, 2025 Q3 2025 |
683,960
shares
|
$63.9 Million
14.02% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
656,343
shares
|
$61.3 Million
4.8% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
573,520
shares
|
$53.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
531,018
shares
|
$49.6 Million
1.83% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
505,046
shares
|
$47.2 Million
0.81% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
494,961
shares
|
$46.3 Million
0.09% of portfolio
|
Q2 2025
Added 38.16%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
486,794
shares
|
$45.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 38.16%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Nov 10, 2025 Q3 2025 |
482,494
shares
|
$45.1 Million
11.5% of portfolio
|
Q3 2025
Added 9.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
455,516
shares
|
$42.6 Million
0.08% of portfolio
|
Q2 2025
Reduced 10.5%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
439,267
shares
|
$41 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.72%
|