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 490 institutions that hold shares in the stock, with a total of 49.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
4,154,795
shares
|
$382 Million
1.53% of portfolio
|
Q1 2025
Added 11.1%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,194,779
shares
|
$294 Million
0.02% of portfolio
|
Q4 2024
Added 13.93%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,376,385
shares
|
$219 Million
0.07% of portfolio
|
Q1 2025
Added 54.01%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
1,894,380
shares
|
$174 Million
1.15% of portfolio
|
Q4 2024
Added 4238.64%
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
1,624,502
shares
|
$150 Million
9.65% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,546,158
shares
|
$142 Million
0.03% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,482,055
shares
|
$136 Million
0.06% of portfolio
|
Q4 2024
Added 16.36%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
1,269,371
shares
|
$117 Million
1.47% of portfolio
|
Q1 2025
Added 9.97%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,022,276
shares
|
$94.1 Million
0.02% of portfolio
|
Q4 2024
Added 17.34%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,006,486
shares
|
$92.6 Million
0.01% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
922,109
shares
|
$84.9 Million
0.21% of portfolio
|
Q4 2024
Reduced 12.8%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
906,294
shares
|
$83.4 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
730,854
shares
|
$67.3 Million
1.32% of portfolio
|
Q4 2022
Added 27.65%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
667,584
shares
|
$61.4 Million
5.29% of portfolio
|
Q4 2024
Added 158.86%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
610,904
shares
|
$56.2 Million
13.89% of portfolio
|
Q1 2025
Added 155.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
609,082
shares
|
$56.1 Million
0.34% of portfolio
|
Q4 2024
Added 31.78%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
569,734
shares
|
$52.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
560,877
shares
|
$51.6 Million
0.07% of portfolio
|
Q4 2024
Added 5.75%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
533,985
shares
|
$49.1 Million
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
527,443
shares
|
$48.5 Million
2.03% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
517,877
shares
|
$47.7 Million
0.45% of portfolio
|
Q4 2024
Added 36.03%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
457,870
shares
|
$42.1 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
454,998
shares
|
$41.9 Million
0.09% of portfolio
|
Q4 2024
Added 12.6%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
448,103
shares
|
$41.2 Million
1.01% of portfolio
|
Q1 2025
Added 17.43%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
440,085
shares
|
$40.5 Million
1.16% of portfolio
|
Q1 2025
Added 9.78%
|