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 |
|---|---|---|---|---|---|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Jul 23, 2025 Q2 2025 |
126,626
shares
|
$11.6 Million
4.9% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Aug 05, 2025 Q2 2025 |
126,576
shares
|
$11.6 Million
8.05% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
120,735
shares
|
$11.1 Million
2.79% of portfolio
|
Q2 2024
Added 5.44%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
116,992
shares
|
$10.8 Million
4.06% of portfolio
|
Q2 2025
Added 19.2%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
115,135
shares
|
$10.6 Million
0.29% of portfolio
|
Q4 2023
Added 1.4%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
114,524
shares
|
$10.5 Million
1.72% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
114,183
shares
|
$10.5 Million
0.02% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
113,366
shares
|
$10.4 Million
1.01% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
113,157
shares
|
$10.4 Million
0.83% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
112,502
shares
|
$10.3 Million
6.25% of portfolio
|
Q2 2024
Reduced 7.12%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
112,283
shares
|
$10.3 Million
3.0% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
112,076
shares
|
$10.3 Million
2.22% of portfolio
|
Q2 2023
Reduced 1.87%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
110,609
shares
|
$10.2 Million
0.15% of portfolio
|
Q2 2025
Reduced 14.59%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Jul 28, 2025 Q2 2025 |
108,984
shares
|
$10 Million
11.16% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
107,834
shares
|
$9.91 Million
1.36% of portfolio
|
Q2 2025
Added 17.59%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
105,935
shares
|
$9.74 Million
3.33% of portfolio
|
Q2 2025
Reduced 9.4%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
104,772
shares
|
$9.63 Million
1.91% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
104,586
shares
|
$9.62 Million
0.66% of portfolio
|
Q2 2025
Reduced 21.57%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
102,777
shares
|
$9.45 Million
5.06% of portfolio
|
Q2 2025
Added 122.06%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Aug 12, 2025 Q2 2025 |
101,588
shares
|
$9.34 Million
15.25% of portfolio
|
Q2 2025
Added 34.49%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
101,210
shares
|
$9.31 Million
0.26% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
100,672
shares
|
$9.26 Million
2.66% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
100,554
shares
|
$9.24 Million
0.47% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
100,228
shares
|
$9.21 Million
2.26% of portfolio
|
Q2 2025
Added 68.74%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
98,606
shares
|
$9.07 Million
1.61% of portfolio
|
Q2 2025
New holding
|