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 |
|---|---|---|---|---|---|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
3,392
shares
|
$310,741
0.03% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
3,355
shares
|
$307,351
0.0% of portfolio
|
Q4 2024
Reduced 31.73%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,344
shares
|
$306,343
0.0% of portfolio
|
Q2 2022
Reduced 8.86%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
3,317
shares
|
$303,870
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
3,305
shares
|
$302,771
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
3,231
shares
|
$295,991
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
3,214
shares
|
$294,434
0.06% of portfolio
|
Q1 2025
Reduced 10.82%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
3,214
shares
|
$294,434
0.02% of portfolio
|
Q1 2025
Reduced 10.82%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
3,180
shares
|
$291,319
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
3,090
shares
|
$283,074
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Mainstay Capital Management LLC
|
May 05, 2025 Q1 2025 |
3,062
shares
|
$280,509
0.04% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Axim Planning & Wealth
Dayton, OH |
May 13, 2025 Q1 2025 |
2,975
shares
|
$272,539
0.24% of portfolio
|
Q1 2025
Added 27.96%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
2,923
shares
|
$267,776
0.25% of portfolio
|
Q1 2023
Added 18.29%
|
|
|
Artemis Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
2,912
shares
|
$266,768
0.05% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
2,907
shares
|
$266,310
0.04% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
2,848
shares
|
$260,905
0.01% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,839
shares
|
$260,080
0.03% of portfolio
|
Q1 2025
Reduced 48.28%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,832
shares
|
$259,439
0.03% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
2,832
shares
|
$259,439
0.04% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
2,815
shares
|
$257,882
0.05% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
2,800
shares
|
$256,508
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
2,741
shares
|
$251,103
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
2,738
shares
|
$250,828
0.01% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
2,720
shares
|
$249,179
0.07% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Colton Groome Financial Advisors, LLC
|
May 15, 2025 Q1 2025 |
2,691
shares
|
$246,522
0.1% of portfolio
|
Q1 2025
New holding
|