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 523 institutions that hold shares in the stock, with a total of 52.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
433,517
shares
|
$40.4 Million
0.05% of portfolio
|
Q3 2025
Reduced 13.03%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
426,302
shares
|
$39.8 Million
0.07% of portfolio
|
Q3 2025
Reduced 13.87%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
413,823
shares
|
$38.6 Million
5.5% of portfolio
|
Q3 2025
Added 10.47%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
382,370
shares
|
$35.7 Million
0.05% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
378,113
shares
|
$35.3 Million
5.11% of portfolio
|
Q3 2025
Added 7.12%
|
|
|
Hudson Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
375,764
shares
|
$35.1 Million
9.66% of portfolio
|
Q3 2025
Added 19.31%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
368,454
shares
|
$34.4 Million
0.33% of portfolio
|
Q3 2025
Added 62.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
359,191
shares
|
$33.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
345,520
shares
|
$32.2 Million
0.06% of portfolio
|
Q3 2025
Added 1785.41%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
318,934
shares
|
$29.8 Million
0.13% of portfolio
|
Q3 2025
Reduced 15.45%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
317,898
shares
|
$29.7 Million
0.17% of portfolio
|
Q2 2025
Added 20.89%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
296,676
shares
|
$27.7 Million
0.14% of portfolio
|
Q3 2025
Reduced 11.48%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
289,994
shares
|
$27.1 Million
0.43% of portfolio
|
Q2 2023
Added 8.72%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
278,818
shares
|
$26 Million
3.57% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
264,648
shares
|
$24.7 Million
5.0% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
263,573
shares
|
$24.6 Million
2.99% of portfolio
|
Q3 2025
Added 8.43%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
256,170
shares
|
$23.9 Million
0.97% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
251,851
shares
|
$23.5 Million
0.05% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
251,298
shares
|
$23.4 Million
3.76% of portfolio
|
Q3 2025
Added 4.77%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
249,984
shares
|
$23.3 Million
0.03% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
246,060
shares
|
$23 Million
1.33% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
238,916
shares
|
$22.3 Million
1.35% of portfolio
|
Q3 2025
Added 10.4%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
232,551
shares
|
$21.7 Million
0.76% of portfolio
|
Q3 2025
Added 5.91%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
228,089
shares
|
$21.3 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
225,339
shares
|
$21 Million
8.82% of portfolio
|
Q3 2025
Added 1.34%
|
|