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 520 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 $4.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
3,863,241
shares
|
$355 Million
1.26% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,802,150
shares
|
$258 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.96%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,180,473
shares
|
$201 Million
0.06% of portfolio
|
Q2 2025
Reduced 8.24%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,076,626
shares
|
$191 Million
0.07% of portfolio
|
Q2 2025
Added 14.81%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
1,595,626
shares
|
$147 Million
8.77% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,559,664
shares
|
$144 Million
0.32% of portfolio
|
Q2 2025
Reduced 7.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,411,516
shares
|
$130 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
1,329,244
shares
|
$122 Million
1.46% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,082,266
shares
|
$99.6 Million
0.01% of portfolio
|
Q2 2025
Added 7.42%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
944,125
shares
|
$86.9 Million
0.02% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
886,349
shares
|
$81.6 Million
0.45% of portfolio
|
Q2 2025
Added 6.69%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
885,438
shares
|
$81.5 Million
2.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
817,675
shares
|
$75.2 Million
0.64% of portfolio
|
Q2 2025
Added 26.6%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
751,657
shares
|
$69.2 Million
2.07% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
659,337
shares
|
$60.7 Million
5.05% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Aug 12, 2025 Q2 2025 |
641,509
shares
|
$59 Million
13.81% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
631,303
shares
|
$58.1 Million
0.0% of portfolio
|
Q1 2025
Added 18.22%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
573,520
shares
|
$52.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
531,018
shares
|
$48.9 Million
1.83% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
498,494
shares
|
$45.9 Million
0.06% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
494,961
shares
|
$45.5 Million
0.09% of portfolio
|
Q2 2025
Added 38.16%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
490,381
shares
|
$45.1 Million
0.87% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
486,794
shares
|
$44.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 38.16%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
455,516
shares
|
$41.9 Million
0.08% of portfolio
|
Q2 2025
Reduced 10.5%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
442,461
shares
|
$40.7 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.37%
|