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 521 institutions that hold shares in the stock, with a total of 50 Million shares, which have been reported (via 13F filing form) to have a value of $4.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
16,882
shares
|
$1.55 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
16,632
shares
|
$1.53 Million
0.03% of portfolio
|
Q2 2025
Added 37.78%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
16,320
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2025
Added 8.92%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
16,296
shares
|
$1.5 Million
0.17% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
16,125
shares
|
$1.48 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
15,981
shares
|
$1.47 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.12%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
15,629
shares
|
$1.44 Million
0.31% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Jul 30, 2025 Q2 2025 |
15,510
shares
|
$1.43 Million
0.71% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
15,448
shares
|
$1.42 Million
6.62% of portfolio
|
Q1 2022
Added 21657.75%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
15,382
shares
|
$1.41 Million
0.09% of portfolio
|
Q2 2025
Added 52.22%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
15,318
shares
|
$1.41 Million
0.11% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
14,624
shares
|
$1.34 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
14,502
shares
|
$1.33 Million
0.05% of portfolio
|
Q2 2025
Reduced 10.56%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
14,486
shares
|
$1.33 Million
0.25% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
14,424
shares
|
$1.33 Million
0.04% of portfolio
|
Q2 2025
Added 26.22%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
14,396
shares
|
$1.32 Million
0.2% of portfolio
|
Q3 2024
Added 36.16%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Aug 13, 2025 Q2 2025 |
14,337
shares
|
$1.32 Million
0.51% of portfolio
|
Q4 2024
Added 12.12%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
14,269
shares
|
$1.31 Million
0.03% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
14,251
shares
|
$1.31 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
13,905
shares
|
$1.28 Million
0.02% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
13,646
shares
|
$1.25 Million
0.43% of portfolio
|
Q1 2025
Added 105.08%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
13,553
shares
|
$1.25 Million
0.45% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
13,295
shares
|
$1.22 Million
0.17% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
13,282
shares
|
$1.22 Million
0.55% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
13,164
shares
|
$1.21 Million
0.68% of portfolio
|
Q2 2025
Reduced 1.67%
|