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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,598
shares
|
$146,392
0.01% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,311
shares
|
$120,100
0.0% of portfolio
|
Q1 2025
Added 26.42%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1,256
shares
|
$115,062
0.0% of portfolio
|
Q1 2025
Added 12.04%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,162
shares
|
$106,450
0.0% of portfolio
|
Q3 2023
Reduced 25.61%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
1,133
shares
|
$103,794
0.04% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
1,013
shares
|
$92,800
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
971
shares
|
$88,953
0.0% of portfolio
|
Q1 2025
Reduced 17.29%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
942
shares
|
$86,296
0.03% of portfolio
|
Q1 2025
Added 77.74%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
926
shares
|
$84,830
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
926
shares
|
$84,830
0.06% of portfolio
|
Q2 2024
Reduced 28.27%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
875
shares
|
$80,158
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
839
shares
|
$76,860
0.03% of portfolio
|
Q4 2023
Reduced 39.68%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
780
shares
|
$71,455
0.0% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
723
shares
|
$66,234
0.02% of portfolio
|
Q4 2024
Reduced 33.12%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
695
shares
|
$63,668
0.05% of portfolio
|
Q3 2020
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
694
shares
|
$63,577
0.02% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
612
shares
|
$56,065
0.01% of portfolio
|
Q1 2025
Reduced 11.05%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
605
shares
|
$55,424
0.0% of portfolio
|
Q3 2024
Reduced 17.12%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
586
shares
|
$53,683
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
580
shares
|
$53,133
0.0% of portfolio
|
Q1 2025
Added 9566.67%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
568
shares
|
$52,034
0.01% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
522
shares
|
$47,820
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
507
shares
|
$46,446
0.01% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
500
shares
|
$45,805
0.01% of portfolio
|
Q1 2023
Reduced 54.46%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
426
shares
|
$39,025
0.0% of portfolio
|
Q1 2025
New holding
|