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 |
|---|---|---|---|---|---|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
65,575
shares
|
$6.01 Million
4.71% of portfolio
|
Q1 2024
Added 0.78%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
64,770
shares
|
$5.93 Million
2.58% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
64,716
shares
|
$5.93 Million
1.16% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
62,507
shares
|
$5.73 Million
0.06% of portfolio
|
Q1 2025
Added 13.62%
|
|
|
Eclectic Associates Inc
|
Apr 10, 2025 Q1 2025 |
59,397
shares
|
$5.44 Million
1.66% of portfolio
|
Q1 2025
Added 91.12%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
May 09, 2025 Q1 2025 |
58,967
shares
|
$5.4 Million
0.72% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
58,604
shares
|
$5.37 Million
3.25% of portfolio
|
Q1 2025
Added 5.97%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
56,998
shares
|
$5.22 Million
0.07% of portfolio
|
Q1 2025
Added 94.3%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
56,809
shares
|
$5.2 Million
1.1% of portfolio
|
Q1 2025
Added 34.87%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
55,360
shares
|
$5.07 Million
0.26% of portfolio
|
Q1 2025
Added 32.48%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
55,186
shares
|
$5.06 Million
1.4% of portfolio
|
Q3 2024
Added 15.28%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
54,605
shares
|
$5 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
May 01, 2025 Q1 2025 |
54,470
shares
|
$4.99 Million
3.25% of portfolio
|
Q1 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
53,815
shares
|
$4.93 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.7%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
52,238
shares
|
$4.79 Million
0.71% of portfolio
|
Q1 2025
Added 10.02%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
52,216
shares
|
$4.78 Million
1.68% of portfolio
|
Q1 2025
Added 96.35%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
51,416
shares
|
$4.71 Million
0.0% of portfolio
|
Q1 2025
Reduced 54.44%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
50,750
shares
|
$4.65 Million
0.0% of portfolio
|
Q1 2025
Added 187.21%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
50,328
shares
|
$4.61 Million
0.59% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
48,919
shares
|
$4.48 Million
0.62% of portfolio
|
Q1 2025
Added 72.9%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
48,700
shares
|
$4.46 Million
1.29% of portfolio
|
Q1 2025
Reduced 88.55%
|
|
|
Del Sette Capital Management, LLC
|
May 05, 2025 Q1 2025 |
48,217
shares
|
$4.42 Million
3.69% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
47,872
shares
|
$4.39 Million
1.35% of portfolio
|
Q1 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
47,707
shares
|
$4.37 Million
0.01% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
47,306
shares
|
$4.33 Million
0.89% of portfolio
|
Q2 2025
Added 5.3%
|