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 |
|---|---|---|---|---|---|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,993
shares
|
$640,628
0.06% of portfolio
|
Q2 2025
Added 26.57%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
6,990
shares
|
$640,353
0.0% of portfolio
|
Q1 2025
Added 140.37%
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
6,845
shares
|
$627,070
0.15% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
6,821
shares
|
$624,871
0.13% of portfolio
|
Q1 2025
Added 61.41%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
6,797
shares
|
$622,673
0.07% of portfolio
|
Q1 2025
Added 23.34%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,628
shares
|
$607,191
0.0% of portfolio
|
Q1 2025
Added 27.27%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
6,625
shares
|
$606,916
0.06% of portfolio
|
Q1 2025
Reduced 43.08%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
6,575
shares
|
$602,335
0.05% of portfolio
|
Q1 2025
Reduced 12.68%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
6,527
shares
|
$597,938
0.14% of portfolio
|
Q1 2025
Added 81.76%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
6,499
shares
|
$595,373
0.18% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
6,384
shares
|
$584,838
0.31% of portfolio
|
Q1 2025
Added 10.72%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
6,172
shares
|
$565,416
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
6,126
shares
|
$561,202
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
5,996
shares
|
$549,293
0.54% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Addison Capital CO
|
May 27, 2025 Q1 2025 |
5,937
shares
|
$543,888
0.23% of portfolio
|
Q1 2025
Reduced 12.41%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,912
shares
|
$541,598
0.0% of portfolio
|
Q1 2025
Reduced 45.37%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
5,705
shares
|
$522,635
0.0% of portfolio
|
Q2 2025
Added 31.72%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
5,655
shares
|
$518,054
0.03% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
5,577
shares
|
$510,908
0.13% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
5,535
shares
|
$507,061
0.32% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Macroview Investment Management LLC
|
Apr 29, 2025 Q1 2025 |
5,518
shares
|
$505,503
0.49% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
5,489
shares
|
$502,847
0.29% of portfolio
|
Q2 2024
Added 21.2%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
5,422
shares
|
$496,709
0.3% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
5,409
shares
|
$495,518
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
5,355
shares
|
$490,571
0.24% of portfolio
|
Q1 2025
Reduced 4.87%
|