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 |
|---|---|---|---|---|---|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
216,419
shares
|
$19.8 Million
1.31% of portfolio
|
Q2 2025
Reduced 11.56%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
210,351
shares
|
$19.3 Million
0.08% of portfolio
|
Q1 2025
Added 59.69%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
208,369
shares
|
$19.1 Million
0.49% of portfolio
|
Q1 2025
Reduced 12.4%
|
|
|
Simpli Fi, Inc.
|
Apr 28, 2025 Q1 2025 |
205,032
shares
|
$18.8 Million
10.91% of portfolio
|
Q1 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
191,484
shares
|
$17.5 Million
2.48% of portfolio
|
Q1 2025
Added 10.77%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
May 08, 2025 Q1 2025 |
189,877
shares
|
$17.4 Million
6.47% of portfolio
|
Q1 2025
Reduced 36.42%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
187,465
shares
|
$17.2 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
185,478
shares
|
$17 Million
1.5% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
178,755
shares
|
$16.4 Million
2.41% of portfolio
|
Q1 2023
Added 7.34%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
173,534
shares
|
$15.9 Million
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
172,567
shares
|
$15.8 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
166,992
shares
|
$15.3 Million
0.1% of portfolio
|
Q1 2025
Added 10.05%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
166,112
shares
|
$15.2 Million
0.05% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
162,815
shares
|
$14.9 Million
0.01% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
162,685
shares
|
$14.9 Million
2.86% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
160,896
shares
|
$14.7 Million
1.04% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
148,684
shares
|
$13.6 Million
4.21% of portfolio
|
Q1 2023
Added 1.53%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
143,893
shares
|
$13.2 Million
2.36% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
142,710
shares
|
$13.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
135,988
shares
|
$12.5 Million
1.3% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
134,763
shares
|
$12.3 Million
0.11% of portfolio
|
Q1 2025
Added 517.24%
|
|
|
Bouvel Investment Partners, LLC
|
Jul 11, 2025 Q2 2025 |
133,748
shares
|
$12.3 Million
4.63% of portfolio
|
Q2 2025
Added 8.07%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
132,535
shares
|
$12.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
132,296
shares
|
$12.1 Million
1.15% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
129,510
shares
|
$11.9 Million
0.19% of portfolio
|
Q1 2025
Added 2.27%
|