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 524 institutions that hold shares in the stock, with a total of 52.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
50,794
shares
|
$4.74 Million
2.46% of portfolio
|
Q2 2025
Added 11.04%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
49,918
shares
|
$4.66 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
49,571
shares
|
$4.62 Million
2.61% of portfolio
|
Q3 2025
Reduced 11.88%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
49,006
shares
|
$4.57 Million
0.03% of portfolio
|
Q3 2025
Added 6.55%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Oct 20, 2025 Q3 2025 |
48,775
shares
|
$4.55 Million
1.73% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
48,743
shares
|
$4.55 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
47,830
shares
|
$4.46 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
45,519
shares
|
$4.25 Million
0.42% of portfolio
|
Q2 2023
Reduced 20.54%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
45,272
shares
|
$4.22 Million
0.46% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
45,191
shares
|
$4.22 Million
0.01% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 12, 2025 Q3 2025 |
44,989
shares
|
$4.2 Million
2.59% of portfolio
|
Q3 2025
Added 8.76%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
44,487
shares
|
$4.15 Million
0.12% of portfolio
|
Q3 2025
Added 82.92%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
43,631
shares
|
$4.07 Million
0.96% of portfolio
|
Q3 2025
Reduced 16.71%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Oct 28, 2025 Q3 2025 |
43,438
shares
|
$4.05 Million
1.4% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
42,837
shares
|
$4 Million
0.16% of portfolio
|
Q2 2020
Reduced 0.12%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
42,647
shares
|
$3.98 Million
3.07% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
42,049
shares
|
$3.92 Million
0.74% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
41,477
shares
|
$3.87 Million
1.14% of portfolio
|
Q3 2025
Reduced 11.44%
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
41,224
shares
|
$3.85 Million
0.63% of portfolio
|
Q3 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
38,486
shares
|
$3.59 Million
0.24% of portfolio
|
Q3 2025
Added 7.01%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
38,244
shares
|
$3.57 Million
0.01% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
First Hawaiian Bank
|
Jan 05, 2026 Q4 2025 |
38,201
shares
|
$3.56 Million
0.49% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
38,146
shares
|
$3.56 Million
0.09% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
37,512
shares
|
$3.5 Million
0.4% of portfolio
|
Q3 2025
Reduced 9.97%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
36,755
shares
|
$3.43 Million
0.3% of portfolio
|
Q3 2025
Added 157.91%
|
|