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 |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
24,836
shares
|
$2.28 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
24,740
shares
|
$2.27 Million
0.53% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
24,322
shares
|
$2.24 Million
0.05% of portfolio
|
Q2 2025
Reduced 57.33%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
24,321
shares
|
$2.24 Million
0.07% of portfolio
|
Q2 2025
Added 138.6%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
23,567
shares
|
$2.17 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
23,097
shares
|
$2.12 Million
0.63% of portfolio
|
Q2 2024
Reduced 6.31%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
22,520
shares
|
$2.07 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
22,368
shares
|
$2.06 Million
1.44% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
21,070
shares
|
$1.94 Million
0.37% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
20,877
shares
|
$1.92 Million
0.01% of portfolio
|
Q2 2025
Reduced 31.57%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
20,607
shares
|
$1.89 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
20,485
shares
|
$1.88 Million
0.1% of portfolio
|
Q2 2025
Added 73.78%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
19,323
shares
|
$1.78 Million
0.8% of portfolio
|
Q2 2025
Reduced 11.57%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
19,237
shares
|
$1.77 Million
0.16% of portfolio
|
Q2 2025
Added 22.05%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
19,141
shares
|
$1.76 Million
0.17% of portfolio
|
Q2 2025
Added 131.56%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
19,075
shares
|
$1.75 Million
0.01% of portfolio
|
Q2 2025
Added 41.42%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
19,008
shares
|
$1.75 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
18,900
shares
|
$1.74 Million
0.6% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
18,467
shares
|
$1.7 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
18,326
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2025
Reduced 94.31%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
18,030
shares
|
$1.66 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
18,011
shares
|
$1.66 Million
0.32% of portfolio
|
Q2 2025
Added 22.41%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
17,843
shares
|
$1.64 Million
0.07% of portfolio
|
Q2 2025
Added 412.88%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jul 30, 2025 Q2 2025 |
17,838
shares
|
$1.64 Million
1.88% of portfolio
|
Q2 2025
Added 319.82%
|
|
|
University Of Texas
|
Jul 31, 2025 Q2 2025 |
17,742
shares
|
$1.63 Million
0.26% of portfolio
|
Q4 2023
Reduced 12.63%
|