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 |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
440,085
shares
|
$40.3 Million
1.16% of portfolio
|
Q1 2025
Added 9.78%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
392,659
shares
|
$36 Million
0.18% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
382,370
shares
|
$35 Million
0.05% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
371,080
shares
|
$34 Million
0.21% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
359,191
shares
|
$32.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
358,254
shares
|
$32.8 Million
0.08% of portfolio
|
Q1 2025
Added 10.91%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
321,966
shares
|
$29.5 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Hudson Capital Management LLC
|
Apr 11, 2025 Q1 2025 |
318,129
shares
|
$29.1 Million
9.28% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
314,485
shares
|
$28.8 Million
5.5% of portfolio
|
Q1 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
297,273
shares
|
$27.2 Million
0.03% of portfolio
|
Q1 2025
Added 12.47%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
294,962
shares
|
$27 Million
6.15% of portfolio
|
Q1 2025
Added 28.14%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
289,994
shares
|
$26.6 Million
0.43% of portfolio
|
Q2 2023
Added 8.72%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
266,536
shares
|
$24.4 Million
5.39% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
264,272
shares
|
$24.2 Million
3.82% of portfolio
|
Q1 2025
Added 9.55%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
262,958
shares
|
$24.1 Million
0.15% of portfolio
|
Q1 2025
Added 22.75%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
260,826
shares
|
$23.9 Million
0.3% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
255,471
shares
|
$23.4 Million
1.01% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
248,603
shares
|
$22.8 Million
3.36% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
246,315
shares
|
$22.6 Million
4.4% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
243,019
shares
|
$22.3 Million
0.03% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
227,621
shares
|
$20.9 Million
0.9% of portfolio
|
Q1 2025
Added 51.6%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
227,149
shares
|
$20.8 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Apr 15, 2025 Q1 2025 |
227,025
shares
|
$20.8 Million
14.66% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
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%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
220,259
shares
|
$20.2 Million
10.22% of portfolio
|
Q1 2025
Added 2.97%
|