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 |
|---|---|---|---|---|---|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
9,287
shares
|
$850,782
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Apr 30, 2025 Q1 2025 |
9,259
shares
|
$848,216
0.39% of portfolio
|
Q1 2025
Reduced 18.82%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
9,225
shares
|
$845,102
0.5% of portfolio
|
Q2 2022
Reduced 1.02%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
9,191
shares
|
$841,987
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
9,145
shares
|
$837,773
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
8,988
shares
|
$823,390
0.02% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
8,919
shares
|
$817,069
0.94% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
8,884
shares
|
$813,863
0.01% of portfolio
|
Q1 2025
Reduced 40.16%
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
8,831
shares
|
$809,007
0.38% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
8,743
shares
|
$800,946
0.39% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
8,706
shares
|
$797,556
0.08% of portfolio
|
Q1 2025
Added 45.98%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
8,363
shares
|
$766,134
0.0% of portfolio
|
Q1 2025
Reduced 36.85%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
8,322
shares
|
$762,378
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
8,300
shares
|
$760,363
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
8,266
shares
|
$757,248
0.08% of portfolio
|
Q1 2025
Added 16.57%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
8,161
shares
|
$747,629
0.01% of portfolio
|
Q1 2025
Added 30.26%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Apr 24, 2025 Q1 2025 |
8,064
shares
|
$738,743
0.77% of portfolio
|
Q1 2025
Reduced 22.17%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
8,011
shares
|
$733,887
0.01% of portfolio
|
Q1 2025
Added 19.94%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
7,515
shares
|
$688,449
0.25% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
7,486
shares
|
$685,792
0.0% of portfolio
|
Q1 2025
Added 7.63%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
7,369
shares
|
$675,074
0.02% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
7,281
shares
|
$667,012
0.7% of portfolio
|
Q1 2025
Reduced 41.5%
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
7,125
shares
|
$652,721
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
7,077
shares
|
$648,323
0.05% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
7,017
shares
|
$642,827
0.12% of portfolio
|
Q1 2025
Reduced 7.61%
|