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 $4.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
10,052
shares
|
$935,740
0.1% of portfolio
|
Q2 2025
Added 47.89%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
9,921
shares
|
$923,545
0.25% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
9,344
shares
|
$869,832
0.0% of portfolio
|
Q2 2025
Added 33.68%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
9,225
shares
|
$858,755
0.5% of portfolio
|
Q2 2022
Reduced 1.02%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
9,209
shares
|
$857,265
0.01% of portfolio
|
Q2 2025
Added 12.84%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
9,191
shares
|
$855,590
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
9,145
shares
|
$851,308
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Brasada Capital Management, LP
Houston, TX |
Aug 14, 2025 Q2 2025 |
9,108
shares
|
$847,863
0.16% of portfolio
|
Q2 2025
Reduced 26.51%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
8,919
shares
|
$830,269
0.94% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
8,801
shares
|
$819,285
0.01% of portfolio
|
Q2 2025
Reduced 11.88%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
8,682
shares
|
$808,207
0.03% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
8,400
shares
|
$781,956
0.01% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
8,105
shares
|
$754,494
0.06% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Jul 30, 2025 Q2 2025 |
8,066
shares
|
$750,863
0.55% of portfolio
|
Q2 2025
Reduced 31.85%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Apr 24, 2025 Q1 2025 |
8,064
shares
|
$750,677
0.77% of portfolio
|
Q1 2025
Reduced 22.17%
|
|
|
Consilium Wealth Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
7,975
shares
|
$742,392
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
7,885
shares
|
$734,014
0.03% of portfolio
|
Q2 2025
Added 124.39%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
7,787
shares
|
$724,891
0.23% of portfolio
|
Q2 2025
Reduced 15.9%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
7,577
shares
|
$705,342
0.01% of portfolio
|
Q2 2025
Reduced 87.88%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
7,531
shares
|
$701,060
0.04% of portfolio
|
Q2 2025
Reduced 22.42%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
7,468
shares
|
$695,196
0.05% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Aug 13, 2025 Q2 2025 |
7,409
shares
|
$689,703
0.43% of portfolio
|
Q2 2025
Reduced 49.25%
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
7,400
shares
|
$688,866
0.41% of portfolio
|
Q2 2025
Added 111.43%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
7,329
shares
|
$682,256
0.12% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
7,281
shares
|
$677,788
0.7% of portfolio
|
Q1 2025
Reduced 41.5%
|