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 514 institutions that hold shares in the stock, with a total of 49.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
4,154,795
shares
|
$381 Million
1.53% of portfolio
|
Q1 2025
Added 11.1%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,146,969
shares
|
$288 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,376,385
shares
|
$218 Million
0.07% of portfolio
|
Q1 2025
Added 54.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,808,688
shares
|
$166 Million
0.07% of portfolio
|
Q1 2025
Added 22.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,684,356
shares
|
$154 Million
0.37% of portfolio
|
Q4 2024
Reduced 42.09%
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
1,624,502
shares
|
$149 Million
9.65% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,511,140
shares
|
$138 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
1,269,371
shares
|
$116 Million
1.47% of portfolio
|
Q1 2025
Added 9.97%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,007,497
shares
|
$92.3 Million
0.01% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
872,580
shares
|
$79.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 14.64%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
830,789
shares
|
$76.1 Million
0.47% of portfolio
|
Q1 2025
Added 36.4%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
787,211
shares
|
$72.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 13.14%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
764,486
shares
|
$70 Million
2.38% of portfolio
|
Q1 2025
Added 102.64%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
730,854
shares
|
$67 Million
1.32% of portfolio
|
Q4 2022
Added 27.65%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
679,929
shares
|
$62.3 Million
5.34% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
645,865
shares
|
$59.2 Million
0.57% of portfolio
|
Q1 2025
Added 24.71%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
631,303
shares
|
$57.8 Million
0.0% of portfolio
|
Q1 2025
Added 18.22%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
610,904
shares
|
$56 Million
13.89% of portfolio
|
Q1 2025
Added 155.48%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
583,244
shares
|
$53.4 Million
0.01% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
547,968
shares
|
$50.2 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
508,933
shares
|
$46.6 Million
0.1% of portfolio
|
Q1 2025
Added 11.85%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
508,647
shares
|
$46.6 Million
1.95% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
459,317
shares
|
$42.1 Million
0.24% of portfolio
|
Q1 2025
Added 23.9%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
448,103
shares
|
$41.1 Million
1.01% of portfolio
|
Q1 2025
Added 17.43%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
442,461
shares
|
$40.5 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.37%
|