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 |
|---|---|---|---|---|---|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
219,571
shares
|
$20.2 Million
0.77% of portfolio
|
Q2 2025
Added 17.13%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
216,419
shares
|
$19.9 Million
1.31% of portfolio
|
Q2 2025
Reduced 11.56%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
215,452
shares
|
$19.8 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
209,352
shares
|
$19.2 Million
0.74% of portfolio
|
Q2 2025
Reduced 52.43%
|
|
|
Simpli Fi, Inc.
|
Jul 18, 2025 Q2 2025 |
208,921
shares
|
$19.2 Million
10.7% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
203,918
shares
|
$18.7 Million
2.37% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
202,000
shares
|
$18.6 Million
0.11% of portfolio
|
Q2 2025
Added 20.96%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
189,672
shares
|
$17.4 Million
0.07% of portfolio
|
Q2 2025
Reduced 9.83%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
181,184
shares
|
$16.7 Million
0.05% of portfolio
|
Q2 2025
Added 9.07%
|
|
|
Crestmont Private Wealth LLC
|
Aug 13, 2025 Q2 2025 |
180,153
shares
|
$16.6 Million
6.0% of portfolio
|
Q2 2025
New holding
|
|
|
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%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
171,931
shares
|
$15.8 Million
1.33% of portfolio
|
Q2 2025
Reduced 7.3%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
168,792
shares
|
$15.5 Million
0.22% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
165,571
shares
|
$15.2 Million
0.01% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
148,684
shares
|
$13.7 Million
4.21% of portfolio
|
Q1 2023
Added 1.53%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
147,953
shares
|
$13.6 Million
0.02% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
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%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
140,633
shares
|
$12.9 Million
0.54% of portfolio
|
Q2 2025
Reduced 38.22%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
136,700
shares
|
$12.6 Million
1.2% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
136,235
shares
|
$12.5 Million
0.08% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Bouvel Investment Partners, LLC
|
Jul 11, 2025 Q2 2025 |
133,748
shares
|
$12.3 Million
4.63% of portfolio
|
Q2 2025
Added 8.07%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
132,737
shares
|
$12.2 Million
1.04% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
129,846
shares
|
$11.9 Million
2.52% of portfolio
|
Q2 2025
Reduced 20.19%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
128,598
shares
|
$11.8 Million
0.3% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
127,065
shares
|
$11.7 Million
2.01% of portfolio
|
Q2 2025
Added 3.81%
|