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 $4.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
442,263
shares
|
$40.7 Million
11.4% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
411,426
shares
|
$37.8 Million
0.04% of portfolio
|
Q2 2025
Added 38.4%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
382,370
shares
|
$35.2 Million
0.05% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
377,199
shares
|
$34.7 Million
0.17% of portfolio
|
Q2 2025
Reduced 17.88%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
374,586
shares
|
$34.4 Million
5.48% of portfolio
|
Q2 2025
Added 19.11%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
371,080
shares
|
$34.1 Million
0.21% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
359,191
shares
|
$33 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
352,973
shares
|
$32.5 Million
5.4% of portfolio
|
Q2 2025
Added 19.67%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
335,148
shares
|
$30.8 Million
0.16% of portfolio
|
Q2 2025
Reduced 14.65%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
317,898
shares
|
$29.2 Million
0.17% of portfolio
|
Q2 2025
Added 20.89%
|
|
|
Hudson Capital Management LLC
|
Jul 28, 2025 Q2 2025 |
314,942
shares
|
$29 Million
8.53% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
289,994
shares
|
$26.7 Million
0.43% of portfolio
|
Q2 2023
Added 8.72%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
268,467
shares
|
$24.7 Million
5.1% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
266,536
shares
|
$24.5 Million
5.39% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
259,919
shares
|
$23.9 Million
0.3% of portfolio
|
Q2 2025
Added 24.74%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
255,471
shares
|
$23.5 Million
1.01% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
249,712
shares
|
$23 Million
0.03% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
244,854
shares
|
$22.5 Million
0.05% of portfolio
|
Q2 2025
Added 84.75%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
243,078
shares
|
$22.3 Million
3.01% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
239,862
shares
|
$22.1 Million
3.85% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
238,710
shares
|
$21.9 Million
1.39% of portfolio
|
Q2 2025
Added 48.36%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
233,951
shares
|
$21.5 Million
0.24% of portfolio
|
Q2 2025
Reduced 10.3%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
227,149
shares
|
$20.9 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
225,243
shares
|
$20.7 Million
9.89% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
222,363
shares
|
$20.4 Million
8.97% of portfolio
|
Q2 2025
Added 3299.53%
|