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 |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
2,666
shares
|
$244,232
0.0% of portfolio
|
Q1 2025
Added 12.92%
|
|
|
Old Port Advisors
|
May 06, 2025 Q1 2025 |
2,665
shares
|
$244,140
0.07% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
2,590
shares
|
$237,269
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
2,580
shares
|
$236,353
0.04% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,506
shares
|
$229,574
0.04% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
2,500
shares
|
$229,025
0.0% of portfolio
|
Q4 2022
Reduced 11.13%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
2,500
shares
|
$229,025
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ferguson Shapiro LLC
|
Apr 23, 2025 Q1 2025 |
2,490
shares
|
$228,108
0.15% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Bcr Wealth Strategies, LLC
|
May 09, 2025 Q1 2025 |
2,478
shares
|
$227,009
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
2,423
shares
|
$221,971
0.02% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
2,417
shares
|
$221,421
0.01% of portfolio
|
Q1 2025
Reduced 56.16%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
May 06, 2025 Q1 2025 |
2,402
shares
|
$220,047
0.11% of portfolio
|
Q1 2025
Reduced 15.57%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
2,399
shares
|
$219,772
0.05% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
2,300
shares
|
$210,703
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,285
shares
|
$209,328
0.02% of portfolio
|
Q2 2023
Reduced 1.51%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,268
shares
|
$207,771
0.01% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
2,253
shares
|
$206,397
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,223
shares
|
$203,649
0.04% of portfolio
|
Q3 2024
Reduced 11.5%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
2,223
shares
|
$203,649
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
2,177
shares
|
$199,434
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,078
shares
|
$190,365
0.01% of portfolio
|
Q1 2025
Reduced 36.22%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
2,066
shares
|
$189,266
0.06% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
1,903
shares
|
$174,333
0.02% of portfolio
|
Q4 2024
Added 73.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
1,746
shares
|
$159,951
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
1,742
shares
|
$159,584
0.07% of portfolio
|
Q1 2025
Added 1.87%
|