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 |
|---|---|---|---|---|---|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
219
shares
|
$20,134
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
211
shares
|
$19,399
0.0% of portfolio
|
Q1 2025
Reduced 88.34%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
200
shares
|
$18,388
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
200
shares
|
$18,388
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
197
shares
|
$18,112
0.0% of portfolio
|
Q1 2025
Reduced 25.1%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
177
shares
|
$16,273
0.01% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
173
shares
|
$15,905
0.0% of portfolio
|
Q2 2025
Reduced 18.01%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
162
shares
|
$14,894
0.01% of portfolio
|
Q2 2025
Reduced 15.63%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
153
shares
|
$14,066
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
151
shares
|
$13,882
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
140
shares
|
$12,871
0.0% of portfolio
|
Q1 2025
Reduced 92.5%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
139
shares
|
$12,779
0.01% of portfolio
|
Q4 2022
Reduced 55.59%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
136
shares
|
$12,503
0.0% of portfolio
|
Q2 2025
Reduced 98.98%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
130
shares
|
$11,952
0.0% of portfolio
|
Q1 2023
Reduced 78.55%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
125
shares
|
$11,492
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
121
shares
|
$11,124
0.0% of portfolio
|
Q4 2022
Reduced 86.66%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
99
shares
|
$9,102
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
98
shares
|
$9,010
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
97
shares
|
$8,918
0.0% of portfolio
|
Q4 2024
Added 125.58%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
96
shares
|
$8,826
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
88
shares
|
$8,090
0.0% of portfolio
|
Q2 2017
Added 809.09%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
88
shares
|
$8,090
0.0% of portfolio
|
Q2 2023
Reduced 50.84%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
86
shares
|
$7,906
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
81
shares
|
$7,447
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
66
shares
|
$6,068
0.01% of portfolio
|
Q1 2025
New holding
|